Equifax, Inc. $EFX Shares Bought by Canoe Financial LP

Canoe Financial LP boosted its holdings in shares of Equifax, Inc. (NYSE:EFX) by 57.9% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 20,094 shares of the credit services provider’s stock after purchasing an additional 7,365 shares during the quarter. Canoe Financial LP’s holdings in Equifax were worth $4,360,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Capital Investment Advisors LLC increased its stake in shares of Equifax by 3.8% in the fourth quarter. Capital Investment Advisors LLC now owns 4,586 shares of the credit services provider’s stock worth $995,000 after acquiring an additional 166 shares during the period. Butensky & Cohen Financial Security Inc. lifted its position in Equifax by 3.2% during the fourth quarter. Butensky & Cohen Financial Security Inc. now owns 17,070 shares of the credit services provider’s stock valued at $3,704,000 after purchasing an additional 533 shares during the period. Czech National Bank lifted its position in Equifax by 2.6% during the fourth quarter. Czech National Bank now owns 32,274 shares of the credit services provider’s stock valued at $7,003,000 after purchasing an additional 832 shares during the period. DAVENPORT & Co LLC boosted its holdings in Equifax by 11.8% in the fourth quarter. DAVENPORT & Co LLC now owns 2,190 shares of the credit services provider’s stock valued at $475,000 after purchasing an additional 231 shares during the last quarter. Finally, Avanza Fonder AB boosted its holdings in Equifax by 35.8% in the fourth quarter. Avanza Fonder AB now owns 12,998 shares of the credit services provider’s stock valued at $2,820,000 after purchasing an additional 3,426 shares during the last quarter. 96.20% of the stock is currently owned by institutional investors and hedge funds.

Equifax Trading Down 1.7%

Shares of Equifax stock opened at $171.62 on Friday. The firm has a 50-day simple moving average of $195.30 and a two-hundred day simple moving average of $214.56. The company has a market cap of $20.70 billion, a P/E ratio of 32.26, a price-to-earnings-growth ratio of 1.27 and a beta of 1.55. Equifax, Inc. has a fifty-two week low of $166.02 and a fifty-two week high of $281.03. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.60 and a current ratio of 0.60.

Equifax (NYSE:EFX) last posted its earnings results on Wednesday, February 4th. The credit services provider reported $2.09 EPS for the quarter, beating analysts’ consensus estimates of $2.05 by $0.04. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The firm had revenue of $1.55 billion for the quarter, compared to analysts’ expectations of $1.53 billion. During the same period last year, the firm earned $2.12 EPS. The company’s quarterly revenue 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. As a group, equities analysts predict that Equifax, Inc. will post 7.58 earnings per share for the current fiscal year.

Equifax Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were given a dividend of $0.56 per share. This is an increase from Equifax’s previous quarterly dividend of $0.50. This represents a $2.24 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date was Monday, March 9th. Equifax’s dividend payout ratio (DPR) is currently 42.11%.

Analyst Ratings Changes

A number of equities analysts have weighed in on the company. Royal Bank Of Canada set a $220.00 price objective on Equifax in a research note on Thursday, February 5th. Bank of America started coverage on Equifax in a research note on Tuesday, February 17th. They issued a “buy” rating and a $250.00 target price on the stock. Morgan Stanley dropped their target price on Equifax from $269.00 to $244.00 and set an “overweight” rating on the stock in a report on Wednesday, February 4th. JPMorgan Chase & Co. decreased their price target on Equifax from $260.00 to $230.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Finally, BMO Capital Markets set a $195.00 price objective on Equifax in a research report on Thursday, February 5th. Eleven research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $238.57.

Insider Buying and Selling at Equifax

In other news, EVP Jamil Farshchi sold 1,167 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $199.87, for a total value of $233,248.29. Following the completion of the sale, the executive vice president directly owned 39,869 shares in the company, valued at $7,968,617.03. The trade was a 2.84% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP John W. Gamble, Jr. sold 4,500 shares of the company’s stock in a transaction that occurred on 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 approximately $11,532,018.12. The trade was a 7.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 49,671 shares of company stock valued at $9,960,181. Company insiders own 1.40% of the company’s stock.

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.