Canada Pension Plan Investment Board Buys Shares of 252,192 Equifax, Inc. $EFX

Canada Pension Plan Investment Board purchased a new stake in shares of Equifax, Inc. (NYSE:EFX) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 252,192 shares of the credit services provider’s stock, valued at approximately $40,028,000.

Other large investors have also recently made changes to their positions in the company. BlackRock Inc. bought a new position in Equifax during the second quarter valued at approximately $1,491,357,000. State Street Corp boosted its holdings in Equifax by 1.3% in the fourth quarter. State Street Corp now owns 5,056,441 shares of the credit services provider’s stock worth $1,097,147,000 after purchasing an additional 66,289 shares during the last quarter. Soroban Capital Partners LP grew its position in Equifax by 310.5% in the 1st quarter. Soroban Capital Partners LP now owns 4,184,569 shares of the credit services provider’s stock worth $753,515,000 after purchasing an additional 3,165,120 shares during the period. Brown Advisory Inc. raised its stake in Equifax by 57.2% during the 4th quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider’s stock valued at $609,693,000 after buying an additional 1,022,819 shares during the last quarter. Finally, Bank of America Corp DE raised its stake in Equifax by 36.5% during the 1st quarter. Bank of America Corp DE now owns 2,107,458 shares of the credit services provider’s stock valued at $379,490,000 after buying an additional 563,880 shares during the last quarter. 96.20% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research firms have recently issued reports on EFX. Bank of America dropped their price target on Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a research note on Tuesday, May 19th. Barclays reduced their price objective on Equifax from $215.00 to $200.00 and set an “equal weight” rating for the company in a research report on Wednesday, July 22nd. Royal Bank Of Canada lowered their target price on Equifax from $222.00 to $194.00 and set an “outperform” rating on the stock in a report on Wednesday, July 22nd. Weiss Ratings raised Equifax from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, August 13th. Finally, Needham & Company LLC cut their price target on Equifax from $265.00 to $245.00 and set a “buy” rating for the company in a research note on Wednesday, July 22nd. Fourteen 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 presently has an average rating of “Moderate Buy” and a consensus price target of $216.89.

Equifax Price Performance

Shares of NYSE:EFX opened at $190.60 on Friday. The company has a market capitalization of $22.39 billion, a P/E ratio of 33.50, a P/E/G ratio of 1.53 and a beta of 1.30. Equifax, Inc. has a 1-year low of $150.74 and a 1-year high of $271.84. The firm’s 50 day simple moving average is $174.70 and its two-hundred day simple moving average is $178.16. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.60 and a quick ratio of 0.60.

Equifax (NYSE:EFX) last announced its quarterly earnings data on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.20 by $0.05. The firm had revenue of $1.70 billion during the quarter, compared to analysts’ expectations of $1.70 billion. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The company’s revenue for the quarter was up 10.6% compared to the same quarter last year. During the same period in the prior year, the company posted $2.00 earnings per share. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. Research analysts expect that Equifax, Inc. will post 8.58 EPS for the current fiscal year.

Equifax Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be paid a $0.56 dividend. This represents a $2.24 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Monday, August 31st. Equifax’s dividend payout ratio is presently 39.37%.

Insider Transactions at Equifax

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $172.16, for a total transaction of $6,506,098.56. Following the sale, the chief executive officer directly owned 271,890 shares of the company’s stock, valued at $46,808,582.40. This trade represents a 12.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.70% of the company’s stock.

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.