Handelsbanken Fonder AB Acquires 5,348 Shares of Equifax, Inc. $EFX

Handelsbanken Fonder AB lifted its holdings in shares of Equifax, Inc. (NYSE:EFX) by 15.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 39,597 shares of the credit services provider’s stock after purchasing an additional 5,348 shares during the quarter. Handelsbanken Fonder AB’s holdings in Equifax were worth $8,592,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in EFX. Allianz Asset Management GmbH increased its stake in Equifax by 6.0% in the third quarter. Allianz Asset Management GmbH now owns 392,560 shares of the credit services provider’s stock valued at $100,703,000 after acquiring an additional 22,302 shares during the last quarter. Explore Capital Management LLC increased its stake in Equifax by 34.6% in the third quarter. Explore Capital Management LLC now owns 40,930 shares of the credit services provider’s stock valued at $10,500,000 after acquiring an additional 10,530 shares during the last quarter. JPMorgan Chase & Co. increased its stake in Equifax by 27.1% in the third quarter. JPMorgan Chase & Co. now owns 767,982 shares of the credit services provider’s stock valued at $197,018,000 after acquiring an additional 163,866 shares during the last quarter. Envestnet Asset Management Inc. increased its stake in Equifax by 34.0% in the third quarter. Envestnet Asset Management Inc. now owns 383,441 shares of the credit services provider’s stock valued at $98,364,000 after acquiring an additional 97,347 shares during the last quarter. Finally, Cinctive Capital Management LP bought a new position in Equifax in the third quarter valued at approximately $2,837,000. 96.20% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on EFX shares. Bank of America decreased their price objective on shares of Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a research note on Tuesday. Argus raised shares of Equifax to a “hold” rating in a research note on Monday, March 2nd. Stifel Nicolaus decreased their price objective on shares of Equifax from $253.00 to $235.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. Mizuho started coverage on shares of Equifax in a research note on Thursday, April 16th. They issued an “outperform” rating and a $222.00 price objective on the stock. Finally, Needham & Company LLC reissued a “buy” rating and issued a $265.00 price objective on shares of Equifax in a research note on Wednesday, April 22nd. Thirteen investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $226.67.

Equifax Stock Performance

NYSE EFX opened at $162.96 on Friday. The firm’s fifty day moving average price is $177.24 and its two-hundred day moving average price is $197.65. The stock has a market cap of $19.40 billion, a PE ratio of 28.69, a PEG ratio of 1.22 and a beta of 1.35. Equifax, Inc. has a fifty-two week low of $156.47 and a fifty-two week high of $275.91. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.61 and a current ratio of 0.61.

Equifax (NYSE:EFX) last posted its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, topping analysts’ consensus estimates of $1.69 by $0.17. The firm had revenue of $1.65 billion for the quarter, compared to analysts’ expectations of $1.61 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The company’s revenue was up 14.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.53 earnings per share. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. On average, equities analysts expect that Equifax, Inc. will post 8.57 EPS for the current fiscal year.

Equifax Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 22nd will be paid a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, May 22nd. Equifax’s payout ratio is presently 39.44%.

Insiders Place Their Bets

In other Equifax news, EVP John W. Gamble, Jr. sold 4,500 shares of the business’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $195.72, for a total transaction of $880,740.00. Following the sale, the executive vice president owned 58,921 shares of the company’s stock, valued at approximately $11,532,018.12. The trade was a 7.10% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Chad M. Borton sold 2,455 shares of the business’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $173.89, for a total transaction of $426,899.95. Following the sale, the executive vice president directly owned 29,518 shares in the company, valued at approximately $5,132,885.02. The trade was a 7.68% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 44,746 shares of company stock valued at $7,822,808. 1.70% of the stock is currently owned by insiders.

Equifax Company Profile

Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that specializes in consumer and commercial credit reporting, decisioning tools and identity solutions. Headquartered in Atlanta, Georgia, Equifax is one of the three major consumer credit reporting agencies in the United States and provides credit information and related services to lenders, employers, governments and consumers worldwide.

The company’s offerings include consumer credit reports and scores, credit monitoring and identity protection services, and a range of business-oriented products for risk management, fraud detection and compliance.