1,270,323 Shares in Equifax, Inc. $EFX Acquired by Norges Bank

Norges Bank bought a new position in shares of Equifax, Inc. (NYSE:EFX) during the fourth quarter, Holdings Channel reports. The fund bought 1,270,323 shares of the credit services provider’s stock, valued at approximately $275,635,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. increased its holdings in Equifax by 2.1% during the 3rd quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock worth $3,920,535,000 after acquiring an additional 316,048 shares during the period. State Street Corp grew its stake in Equifax by 0.4% in the 3rd quarter. State Street Corp now owns 4,990,152 shares of the credit services provider’s stock worth $1,280,124,000 after buying an additional 21,255 shares in the last quarter. Massachusetts Financial Services Co. MA grew its stake in Equifax by 35.8% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider’s stock worth $942,676,000 after buying an additional 1,145,921 shares in the last quarter. Generation Investment Management LLP grew 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 worth $701,986,000 after buying an additional 163,375 shares in the last quarter. Finally, Lazard Asset Management LLC grew its stake in Equifax by 0.6% in the 3rd quarter. Lazard Asset Management LLC now owns 1,736,731 shares of the credit services provider’s stock worth $445,524,000 after buying an additional 9,741 shares in the last quarter. Institutional investors own 96.20% of the company’s stock.

Equifax Price Performance

Shares of Equifax stock opened at $176.13 on Wednesday. Equifax, Inc. has a 52-week low of $156.47 and a 52-week high of $275.91. The stock has a market capitalization of $20.97 billion, a price-to-earnings ratio of 31.01, a price-to-earnings-growth ratio of 1.29 and a beta of 1.32. The company has a fifty day moving average of $174.50 and a 200-day moving average of $195.54. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.61 and a current ratio of 0.61.

Equifax (NYSE:EFX) last announced its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.69 by $0.17. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The company had revenue of $1.65 billion during the quarter, compared to analysts’ expectations of $1.61 billion. During the same quarter in the prior year, the company earned $1.53 EPS. The firm’s revenue was up 14.3% on a year-over-year basis. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. Equities research analysts expect that Equifax, Inc. will post 8.56 EPS for the current year.

Equifax Announces Dividend

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

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. Stifel Nicolaus cut their price target on shares of Equifax from $253.00 to $235.00 and set a “buy” rating for the company in a research note on Thursday, February 5th. The Goldman Sachs Group boosted their price target on shares of Equifax from $192.00 to $200.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 22nd. Robert W. Baird cut their price target on shares of Equifax from $250.00 to $245.00 and set an “outperform” rating for the company in a research note on Wednesday, April 22nd. UBS Group cut their price target on shares of Equifax from $245.00 to $220.00 and set a “buy” rating for the company in a research note on Thursday, April 23rd. Finally, Barclays cut their price target on shares of Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a research note on Thursday, February 5th. Thirteen equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $226.67.

Insider Buying and Selling at Equifax

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction on 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 completion of the transaction, 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the company’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $173.89, for a total transaction of $426,899.95. Following the completion of 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 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. 1.70% of the stock is currently owned by corporate insiders.

Equifax 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.