Sanctuary Advisors LLC Acquires 3,095 Shares of Equifax, Inc. $EFX

Sanctuary Advisors LLC raised its holdings in shares of Equifax, Inc. (NYSE:EFX) by 18.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 19,597 shares of the credit services provider’s stock after purchasing an additional 3,095 shares during the quarter. Sanctuary Advisors LLC’s holdings in Equifax were worth $4,252,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Concurrent Investment Advisors LLC lifted its position in shares of Equifax by 86.5% during the fourth quarter. Concurrent Investment Advisors LLC now owns 2,808 shares of the credit services provider’s stock worth $609,000 after purchasing an additional 1,302 shares during the last quarter. Wealth Science Advisors LLC bought a new stake in shares of Equifax during the fourth quarter worth $3,558,000. Chicago Partners Investment Group LLC lifted its position in shares of Equifax by 142.3% during the fourth quarter. Chicago Partners Investment Group LLC now owns 2,787 shares of the credit services provider’s stock worth $584,000 after purchasing an additional 1,637 shares during the last quarter. Optas LLC bought a new stake in shares of Equifax during the fourth quarter worth $381,000. Finally, Zurcher Kantonalbank Zurich Cantonalbank lifted its position in shares of Equifax by 0.4% during the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 54,581 shares of the credit services provider’s stock worth $11,843,000 after purchasing an additional 211 shares during the last quarter. 96.20% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research firms have recently weighed in on EFX. Barclays decreased their target price 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. Morgan Stanley decreased their target price on Equifax from $244.00 to $243.00 and set an “overweight” rating for the company in a research report on Wednesday, April 22nd. JPMorgan Chase & Co. decreased their target price on Equifax from $260.00 to $230.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Oppenheimer decreased their price objective on Equifax from $271.00 to $266.00 and set an “outperform” rating for the company in a report on Monday, January 12th. Finally, Wells Fargo & Company decreased their price objective on Equifax from $240.00 to $230.00 and set an “overweight” rating for the company in a report on Wednesday, April 22nd. Thirteen research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $228.88.

Equifax Stock Performance

EFX stock opened at $174.10 on Friday. The company has a market capitalization of $20.73 billion, a P/E ratio of 30.65, a PEG ratio of 1.29 and a beta of 1.56. The company has a debt-to-equity ratio of 0.89, a current ratio of 0.61 and a quick ratio of 0.61. The business has a 50-day moving average price of $186.72 and a 200 day moving average price of $203.41. Equifax, Inc. has a 1-year low of $166.02 and a 1-year high of $281.03.

Equifax (NYSE:EFX) last announced its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, topping analysts’ consensus estimates of $1.69 by $0.17. The business had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.61 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The firm’s revenue was up 14.3% on a year-over-year basis. During the same period in the previous year, the company 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. As a group, equities research analysts forecast that Equifax, Inc. will post 8.58 EPS for the current fiscal year.

Equifax Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were issued a $0.56 dividend. This is a boost 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 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 dated Monday, February 23rd. The shares were sold at an average price of $195.72, for a total value of $880,740.00. Following the completion of the transaction, the executive vice president directly owned 58,921 shares in the company, valued at approximately $11,532,018.12. The trade was a 7.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Jamil Farshchi sold 6,213 shares of the business’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $195.81, for a total transaction of $1,216,567.53. Following the completion of the transaction, the executive vice president owned 41,036 shares of the company’s stock, valued at $8,035,259.16. This represents a 13.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 87,462 shares of company stock worth $16,475,349. 1.70% of the stock is owned by corporate insiders.

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.