Capital International Sarl Purchases 11,853 Shares of Equifax, Inc. $EFX

Capital International Sarl lifted its position in Equifax, Inc. (NYSE:EFX) by 29.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 51,917 shares of the credit services provider’s stock after purchasing an additional 11,853 shares during the quarter. Capital International Sarl’s holdings in Equifax were worth $11,265,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Cullen Frost Bankers Inc. purchased a new position in Equifax in the fourth quarter worth about $25,000. Lodestone Wealth Management LLC purchased a new position in Equifax in the fourth quarter worth about $29,000. True Wealth Design LLC grew its position in Equifax by 64.4% in the fourth quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock worth $32,000 after acquiring an additional 58 shares in the last quarter. Caitong International Asset Management Co. Ltd purchased a new position in Equifax in the third quarter worth about $34,000. Finally, State of Wyoming purchased a new position in Equifax in the second quarter worth about $34,000. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Equifax Stock Up 0.6%

Shares of NYSE:EFX opened at $171.97 on Friday. Equifax, Inc. has a 1 year low of $156.47 and a 1 year high of $275.91. The business has a 50 day simple moving average of $174.30 and a two-hundred day simple moving average of $194.64. The firm has a market capitalization of $20.48 billion, a PE ratio of 30.28, a price-to-earnings-growth ratio of 1.28 and a beta of 1.32. The company has a debt-to-equity ratio of 0.89, a current ratio of 0.61 and a quick ratio of 0.61.

Equifax (NYSE:EFX) last announced its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.69 by $0.17. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The business had revenue of $1.65 billion during the quarter, compared to analyst estimates of $1.61 billion. During the same quarter in the previous year, the business earned $1.53 earnings per share. The company’s revenue for the quarter was up 14.3% compared to the same quarter last year. 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 predict that Equifax, Inc. will post 8.56 EPS for the current year.

Equifax Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 22nd will be given a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Friday, May 22nd. Equifax’s payout ratio is 39.44%.

Analyst Ratings Changes

Several research analysts recently commented on the company. BNP Paribas Exane dropped their price target on Equifax from $210.00 to $195.00 and set a “neutral” rating for the company in a research report on Monday, April 27th. Jefferies Financial Group dropped their price target on Equifax from $240.00 to $220.00 and set a “buy” rating for the company in a research report on Friday, April 17th. Argus upgraded Equifax to a “hold” rating in a research report on Monday, March 2nd. Bank of America dropped their price target on Equifax from $250.00 to $225.00 and set a “buy” rating for the company in a research report on Tuesday, May 19th. Finally, The Goldman Sachs Group lifted their price target on Equifax from $192.00 to $200.00 and gave the stock a “neutral” rating in a research report 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 has a consensus rating of “Moderate Buy” and a consensus target price of $226.67.

Insider Activity at Equifax

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $172.40, for a total transaction of $6,515,168.40. Following the completion of the transaction, the chief executive officer owned 271,730 shares in the company, valued at $46,846,252. The trade was a 12.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total value of $426,899.95. Following the transaction, the executive vice president owned 29,518 shares of the company’s stock, valued at $5,132,885.02. This trade represents a 7.68% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is 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.