WASHINGTON TRUST Co bought a new stake in Equifax, Inc. (NYSE:EFX – Free Report) during the 3rd quarter, Holdings Channel.com reports. The fund bought 32,979 shares of the credit services provider’s stock, valued at approximately $4,526,000.
A number of other large investors have also added to or reduced their stakes in EFX. Compass Wealth Management LLC purchased a new stake in shares of Equifax during the third quarter valued at about $27,000. Clearstead Trust LLC bought a new stake in shares of Equifax in the 2nd quarter valued at about $28,000. Ballast Advisors LLC purchased a new position in shares of Equifax in the 1st quarter worth approximately $33,000. Osterweis Capital Management Inc. purchased a new position in shares of Equifax in the 2nd quarter worth approximately $33,000. Finally, Oslo Pensjonsforsikring AS bought a new position in shares of Equifax during the 1st quarter worth approximately $41,000. 96.20% of the stock is currently owned by institutional investors.
Equifax News Roundup
Here are the key news stories impacting Equifax this week:
- Positive Sentiment: Equifax reported third-quarter adjusted earnings of $2.26 per share, exceeding the $2.20 consensus estimate, while revenue reached approximately $1.69 billion and increased 9.6% year over year. Coverage highlighted the company’s margin performance and earnings strength. Equifax Stock Climbs As Q3 Earnings Showcase Margin Power
- Positive Sentiment: Argus Research upgraded EFX from Hold to Buy and set a $200 price target. Wells Fargo and Citi also maintained Buy ratings, while Needham raised its price target, providing additional analyst support. Argus Upgrades Equifax
- Positive Sentiment: The stock has gained nearly 35% in October, its strongest monthly performance in available TradingView data, reflecting renewed investor enthusiasm following the earnings release. Equifax Goes From Its Worst Month on Record to Its Best
- Neutral Sentiment: Equifax Canada reported that one in four small-business owners have personally guaranteed business financing with homes or other assets. The survey underscores continued demand for credit information but also signals financial pressure among borrowers. Equifax Canada Small Business Survey
- Negative Sentiment: Full-year 2026 revenue guidance of $6.6 billion to $6.7 billion is below the $6.7 billion consensus, while fourth-quarter revenue guidance of $1.6 billion and EPS guidance of $2.07 to $2.17 trail estimates of $1.7 billion and $2.21, respectively. The weaker outlook is likely the main reason for the latest pressure on the shares.
- Negative Sentiment: Analysts reduced fair-value expectations after trimming mortgage-growth forecasts, adding valuation pressure following the sharp October rally. Equifax Fair Value Cut
Wall Street Analysts Forecast Growth
Insider Buying and Selling at Equifax
In other news, EVP John W. Gamble, Jr. sold 4,500 shares of the stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $187.96, for a total value of $845,820.00. Following the transaction, the executive vice president directly owned 69,055 shares of the company’s stock, valued at approximately $12,979,577.80. This represents a 6.12% decrease in their ownership of the stock. The sale was disclosed in a document filed 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. Corporate insiders own 1.70% of the company’s stock.
Equifax Stock Performance
Shares of NYSE:EFX traded down $4.66 on Friday, hitting $182.48. 2,037,722 shares of the company were exchanged, compared to its average volume of 2,253,596. Equifax, Inc. has a 1-year low of $137.01 and a 1-year high of $238.94. The stock’s 50 day moving average price is $166.93 and its 200 day moving average price is $170.01. The company has a current ratio of 1.09, a quick ratio of 0.60 and a debt-to-equity ratio of 1.12. The firm has a market capitalization of $21.35 billion, a P/E ratio of 29.48, a price-to-earnings-growth ratio of 1.92 and a beta of 1.35.
Equifax (NYSE:EFX – Get Free Report) last released its earnings results on Tuesday, October 20th. The credit services provider reported $2.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.20 by $0.06. The firm had revenue of $1.69 billion for the quarter, compared to the consensus estimate of $1.69 billion. Equifax had a return on equity of 22.48% and a net margin of 11.27%. The firm’s revenue was up 9.6% on a year-over-year basis. During the same period in the prior year, the firm earned $2.04 EPS. Sell-side analysts predict that Equifax, Inc. will post 8.50 EPS for the current year.
Equifax Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st were paid a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a yield of 1.2%. The ex-dividend date was Monday, August 31st. Equifax’s payout ratio is presently 36.19%.
Equifax Company Profile
Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that provides information and services to help businesses, governments and consumers make informed financial and workforce decisions. The company is best known for its credit reporting activities, but its offerings also include identity verification, fraud prevention, income and employment verification, marketing services and risk management solutions.
Equifax provides consumer and commercial credit information, credit reports and related analytics to lenders and other businesses.
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