Mitsubishi UFJ Asset Management Co. Ltd. Has $354.01 Million Stock Holdings in Equifax, Inc. $EFX

Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in shares of Equifax, Inc. (NYSE:EFX) by 19.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,380,012 shares of the credit services provider’s stock after buying an additional 226,189 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 1.13% of Equifax worth $354,014,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. increased its holdings in shares of Equifax by 2.1% in the 3rd quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock valued at $3,920,535,000 after purchasing an additional 316,048 shares during the period. State Street Corp grew its position in Equifax by 1.4% during the second quarter. State Street Corp now owns 4,968,897 shares of the credit services provider’s stock valued at $1,288,783,000 after purchasing an additional 66,914 shares in the last quarter. Geode Capital Management LLC grew its position in Equifax by 2.5% during the second quarter. Geode Capital Management LLC now owns 3,142,763 shares of the credit services provider’s stock valued at $811,650,000 after purchasing an additional 75,627 shares in the last quarter. Generation Investment Management LLP increased its stake in Equifax by 6.3% in the 3rd quarter. Generation Investment Management LLP now owns 2,736,467 shares of the credit services provider’s stock valued at $701,986,000 after buying an additional 163,375 shares during the period. Finally, Lazard Asset Management LLC lifted its position in Equifax by 8.9% in the 2nd quarter. Lazard Asset Management LLC now owns 1,726,990 shares of the credit services provider’s stock worth $447,928,000 after buying an additional 140,427 shares in the last quarter. 96.20% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts have recently commented on EFX shares. JPMorgan Chase & Co. lowered their price target on shares of Equifax from $260.00 to $230.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. Barclays reduced their price objective on Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a research report on Thursday, February 5th. Wells Fargo & Company lowered their target price on Equifax from $265.00 to $240.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. Stifel Nicolaus cut their price target on Equifax from $253.00 to $235.00 and set a “buy” rating for the company in a research note on Thursday, February 5th. Finally, Robert W. Baird set a $250.00 price target on Equifax in a report on Thursday, February 5th. Eleven research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $240.33.

Insider Activity

In other news, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total value of $7,629,624.99. Following the transaction, the chief executive officer directly owned 230,506 shares in the company, valued at approximately $46,536,856.34. The trade was a 14.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP John W. Gamble, Jr. sold 4,500 shares of the business’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $195.72, for a total value of $880,740.00. Following the transaction, the executive vice president directly owned 58,921 shares of the company’s stock, valued at $11,532,018.12. This represents a 7.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 49,671 shares of company stock valued at $9,960,181. 1.40% of the stock is owned by insiders.

Equifax Stock Up 2.1%

Shares of Equifax stock opened at $198.44 on Thursday. Equifax, Inc. has a 12-month low of $166.02 and a 12-month high of $281.03. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 0.88. The stock has a 50 day moving average price of $207.84 and a two-hundred day moving average price of $223.15. The stock has a market capitalization of $23.87 billion, a P/E ratio of 37.30, a PEG ratio of 1.44 and a beta of 1.55.

Equifax (NYSE:EFX) last issued its quarterly earnings data on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share for the quarter, topping analysts’ consensus estimates of $2.05 by $0.04. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The business had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.53 billion. During the same period in the previous year, the company earned $2.12 earnings per share. Equifax’s revenue for the quarter was up 9.3% on a year-over-year basis. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. Equities analysts expect that Equifax, Inc. will post 7.58 earnings per share for the current year.

Equifax Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th will be issued a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a yield of 1.1%. This is a positive change from Equifax’s previous quarterly dividend of $0.50. The ex-dividend date is Monday, March 9th. Equifax’s dividend payout ratio is currently 37.59%.

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.