Swiss National Bank Purchases 19,920 Shares of Equifax, Inc. $EFX

Swiss National Bank lifted its position in Equifax, Inc. (NYSE:EFX) by 5.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 359,160 shares of the credit services provider’s stock after purchasing an additional 19,920 shares during the quarter. Swiss National Bank’s holdings in Equifax were worth $64,674,000 at the end of the most recent quarter.

Several other institutional investors have also recently modified their holdings of the company. Cullen Frost Bankers Inc. purchased a new position in shares of Equifax during the 4th quarter valued at about $25,000. Ameriflex Group Inc. boosted its stake in Equifax by 612.5% in the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock worth $25,000 after buying an additional 98 shares in the last quarter. Reflection Asset Management purchased a new stake in Equifax in the fourth quarter worth approximately $26,000. Kemnay Advisory Services Inc. bought a new position in Equifax during the fourth quarter valued at approximately $26,000. Finally, Lodestone Wealth Management LLC bought a new position in Equifax during the fourth quarter valued at approximately $29,000. 96.20% of the stock is currently owned by institutional investors.

Equifax Stock Down 4.4%

Shares of Equifax stock opened at $172.23 on Wednesday. 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, Inc. has a 52-week low of $150.74 and a 52-week high of $271.84. The company’s 50 day moving average price is $165.31 and its 200-day moving average price is $183.40. The stock has a market capitalization of $20.51 billion, a price-to-earnings ratio of 30.32, a P/E/G ratio of 1.36 and a beta of 1.32.

Equifax (NYSE:EFX) last posted its quarterly earnings results on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, beating analysts’ consensus estimates of $2.20 by $0.05. The company had revenue of $1.70 billion during the quarter, compared to analyst estimates of $1.70 billion. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The firm’s revenue was up 10.6% compared to the same quarter last year. During the same period in the prior year, the business posted $2.00 EPS. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. Equities research analysts forecast that Equifax, Inc. will post 8.56 EPS for the current year.

Equifax Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 22nd were paid a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, May 22nd. Equifax’s dividend payout ratio is 39.44%.

Insider Activity

In other news, EVP Chad M. Borton sold 2,455 shares of the stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $173.89, for a total transaction of $426,899.95. Following the completion of the sale, the executive vice president directly owned 29,518 shares in the company, valued at approximately $5,132,885.02. This represents a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $172.40, for a total value of $6,515,168.40. Following the completion of the sale, the chief executive officer directly owned 271,730 shares in the company, valued at $46,846,252. The trade was a 12.21% 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. Corporate insiders own 1.70% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on EFX. Rothschild & Co Redburn lowered their price objective on shares of Equifax from $226.00 to $214.00 in a report on Friday, May 8th. Morgan Stanley lowered their price target on shares of Equifax from $244.00 to $243.00 and set an “overweight” rating for the company in a research note on Tuesday, April 28th. Mizuho cut their price target on shares of Equifax from $222.00 to $210.00 and set an “outperform” rating for the company in a research report on Thursday, July 2nd. Deutsche Bank Aktiengesellschaft reduced their price objective on Equifax from $225.00 to $217.00 in a research note on Thursday, July 9th. Finally, Citigroup decreased their price objective on Equifax from $256.00 to $238.00 and set a “buy” rating on the stock in a report on Wednesday, April 22nd. Thirteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, Equifax presently has a consensus rating of “Moderate Buy” and an average price target of $220.16.

Key Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax posted Q2 2026 EPS of $2.25, topping estimates, while revenue of $1.70 billion rose 11% year over year and matched Wall Street expectations. The company also highlighted strength in USIS, mortgage, and verification businesses, and announced an agreement to acquire Círculo de Crédito, which could expand its credit data footprint. Article Title
• Positive Sentiment: Management said early AI and agentic-automation gains are helping drive efficiency, and it doubled its expected three-year AI-driven cost savings target to $150 million from $75 million, a potentially meaningful margin tailwind over time. Article Title
• Neutral Sentiment: Free cash flow remained strong at $326 million for the first six months, and the company returned $366 million to shareholders, supporting the longer-term investment case even as near-term sentiment stays cautious. Article Title
• Negative Sentiment: Investor reaction has been pressured by Equifax’s weaker-than-expected Q3 and full-year 2026 guidance, which came in below consensus and suggests headwinds from a tough mortgage market and broader macro conditions. Article Title
• Negative Sentiment: Margins were also hit by a legal settlement accrual tied to a previously disclosed coding issue, adding another overhang as analysts noted the company’s near-term outlook appears less exciting than the quarter’s operating results. Article Title

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.