Danica Pension Livsforsikringsaktieselskab Purchases New Position in Equifax, Inc. $EFX

Danica Pension Livsforsikringsaktieselskab purchased a new position in Equifax, Inc. (NYSE:EFX) in the first quarter, HoldingsChannel reports. The fund purchased 107,942 shares of the credit services provider’s stock, valued at approximately $19,437,000.

Several other institutional investors and hedge funds have also bought and sold shares of EFX. Brighton Jones LLC raised its position in shares of Equifax by 49.2% in the 4th quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider’s stock worth $927,000 after acquiring an additional 1,200 shares in the last quarter. Great Lakes Advisors LLC bought a new stake in shares of Equifax during the first quarter valued at approximately $204,000. Empowered Funds LLC grew its stake in Equifax by 14.6% in the first quarter. Empowered Funds LLC now owns 2,523 shares of the credit services provider’s stock worth $615,000 after purchasing an additional 321 shares during the period. First Trust Advisors LP grew its stake in Equifax by 14.5% in the second quarter. First Trust Advisors LP now owns 7,632 shares of the credit services provider’s stock worth $1,979,000 after purchasing an additional 966 shares during the period. Finally, AXA S.A. raised its holdings in Equifax by 699.9% in the second quarter. AXA S.A. now owns 8,671 shares of the credit services provider’s stock worth $2,249,000 after purchasing an additional 7,587 shares in the last quarter. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax posted Q2 2026 EPS of $2.25, topping estimates, while revenue of $1.70 billion rose 11% year over year and matched Wall Street expectations. The company also highlighted strength in USIS, mortgage, and verification businesses, and announced an agreement to acquire Círculo de Crédito, which could expand its credit data footprint. Article Title
• Positive Sentiment: Management said early AI and agentic-automation gains are helping drive efficiency, and it doubled its expected three-year AI-driven cost savings target to $150 million from $75 million, a potentially meaningful margin tailwind over time. Article Title
• Neutral Sentiment: Free cash flow remained strong at $326 million for the first six months, and the company returned $366 million to shareholders, supporting the longer-term investment case even as near-term sentiment stays cautious. Article Title
• Negative Sentiment: Investor reaction has been pressured by Equifax’s weaker-than-expected Q3 and full-year 2026 guidance, which came in below consensus and suggests headwinds from a tough mortgage market and broader macro conditions. Article Title
• Negative Sentiment: Margins were also hit by a legal settlement accrual tied to a previously disclosed coding issue, adding another overhang as analysts noted the company’s near-term outlook appears less exciting than the quarter’s operating results. Article Title

Equifax Price Performance

Shares of NYSE:EFX opened at $172.23 on Wednesday. The firm’s 50 day moving average price is $165.31 and its 200-day moving average price is $183.40. The stock has a market capitalization of $20.51 billion, a PE ratio of 30.32, a price-to-earnings-growth ratio of 1.36 and a beta of 1.32. Equifax, Inc. has a twelve month low of $150.74 and a twelve month high of $271.84. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 0.89.

Equifax (NYSE:EFX) last issued its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.20 by $0.05. The firm had revenue of $1.70 billion during the quarter, compared to the consensus estimate of $1.70 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The company’s revenue for the quarter was up 10.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.00 EPS. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. Equities research analysts expect that Equifax, Inc. will post 8.56 EPS for the current year.

Equifax Announces Dividend

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

Insider Buying and Selling at Equifax

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

Analysts Set New Price Targets

A number of analysts have recently commented on the stock. UBS Group restated a “buy” rating and set a $220.00 target price on shares of Equifax in a report on Wednesday, July 8th. BMO Capital Markets decreased their price target on shares of Equifax from $195.00 to $179.00 and set a “market perform” rating for the company in a research note on Monday, July 13th. Royal Bank Of Canada reissued an “outperform” rating on shares of Equifax in a research note on Wednesday. Deutsche Bank Aktiengesellschaft cut their price objective on shares of Equifax from $225.00 to $217.00 in a report on Thursday, July 9th. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $265.00 target price on shares of Equifax in a research note on Tuesday, July 7th. Thirteen analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $221.63.

About Equifax

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.