SHP Wealth Management Invests $1.03 Million in Equifax, Inc. $EFX

SHP Wealth Management bought a new stake in Equifax, Inc. (NYSE:EFX) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 4,765 shares of the credit services provider’s stock, valued at approximately $1,034,000.

Several other institutional investors and hedge funds have also modified their holdings of the business. Explore Capital Management LLC increased its stake in shares of Equifax by 34.6% in the third quarter. Explore Capital Management LLC now owns 40,930 shares of the credit services provider’s stock valued at $10,500,000 after buying an additional 10,530 shares in the last quarter. JPMorgan Chase & Co. lifted its position in Equifax by 27.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 767,982 shares of the credit services provider’s stock worth $197,018,000 after buying an additional 163,866 shares in the last quarter. Cinctive Capital Management LP acquired a new position in Equifax during the 3rd quarter worth about $2,837,000. Generation Investment Management LLP grew its holdings in Equifax by 6.3% during 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 acquiring an additional 163,375 shares during the last quarter. Finally, Dimensional Fund Advisors LP grew its holdings in Equifax by 20.0% during the 3rd quarter. Dimensional Fund Advisors LP now owns 827,071 shares of the credit services provider’s stock worth $212,160,000 after acquiring an additional 137,604 shares during the last quarter. 96.20% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction on Friday, April 24th. The shares were sold at an average price of $172.40, for a total transaction of $6,515,168.40. Following the completion of the sale, the chief executive officer owned 271,730 shares of the company’s stock, valued at approximately $46,846,252. The trade was a 12.21% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible 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 stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total value of $426,899.95. Following the completion of the transaction, the executive vice president directly owned 29,518 shares in the company, valued at approximately $5,132,885.02. This trade represents a 7.68% decrease in their position. 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 insiders.

Equifax Stock Performance

Shares of NYSE:EFX opened at $154.25 on Friday. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.89. Equifax, Inc. has a 1-year low of $152.95 and a 1-year high of $275.91. The stock has a market capitalization of $18.37 billion, a P/E ratio of 27.16, a P/E/G ratio of 1.14 and a beta of 1.32. The business has a 50-day moving average price of $170.80 and a two-hundred day moving average price of $191.31.

Equifax (NYSE:EFX) last issued its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $1.61 billion. During the same quarter last year, the firm earned $1.53 EPS. The company’s revenue for the quarter 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 analysts predict that Equifax, Inc. will post 8.57 earnings per share for the current year.

Equifax Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 22nd were paid a $0.56 dividend. The ex-dividend date of this dividend was Friday, May 22nd. This represents a $2.24 dividend on an annualized basis and a yield of 1.5%. Equifax’s dividend payout ratio (DPR) is presently 39.44%.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Robert W. Baird dropped their target price 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. Rothschild & Co Redburn decreased their price target on shares of Equifax from $226.00 to $214.00 in a research note on Friday, May 8th. Bank of America lowered their price target on shares of Equifax from $250.00 to $225.00 and set a “buy” rating for the company in a report on Tuesday, May 19th. Needham & Company LLC restated a “buy” rating and issued a $265.00 price objective on shares of Equifax in a research report on Wednesday, April 22nd. Finally, UBS Group upped their price objective on Equifax from $212.00 to $215.00 and gave the stock a “buy” rating in a report on Tuesday. Thirteen 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, Equifax currently has a consensus rating of “Moderate Buy” and an average price target of $225.28.

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.