John Gamble, Jr. Sells 4,500 Shares of Equifax (NYSE:EFX) Stock

Equifax, Inc. (NYSE:EFX) EVP John Gamble, Jr. sold 4,500 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $195.72, for a total value of $880,740.00. Following the transaction, the executive vice president directly owned 58,921 shares in the company, valued at $11,532,018.12. The trade was a 7.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink.

Equifax Stock Performance

NYSE EFX opened at $207.70 on Friday. The stock has a market cap of $24.98 billion, a PE ratio of 39.04, a P/E/G ratio of 1.47 and a beta of 1.55. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.60 and a current ratio of 0.60. Equifax, Inc. has a 52-week low of $166.02 and a 52-week high of $281.03. The firm has a 50-day moving average of $207.61 and a 200-day moving average of $223.04.

Equifax (NYSE:EFX) last issued its quarterly earnings data on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.05 by $0.04. The company had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.53 billion. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The business’s revenue was up 9.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.12 earnings per share. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. On average, sell-side analysts anticipate that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th will be issued a $0.56 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $2.24 dividend on an annualized basis and a yield of 1.1%. This is an increase from Equifax’s previous quarterly dividend of $0.50. Equifax’s payout ratio is presently 37.59%.

Wall Street Analysts Forecast Growth

EFX has been the topic of a number of analyst reports. The Goldman Sachs Group reduced their price objective on shares of Equifax from $235.00 to $208.00 and set a “neutral” rating on the stock in a research note on Friday, February 6th. UBS Group set a $230.00 target price on shares of Equifax in a report on Thursday, February 5th. Morgan Stanley reduced their price objective on Equifax from $269.00 to $244.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 4th. Needham & Company LLC decreased their price objective on Equifax from $295.00 to $265.00 and set a “buy” rating for the company in a report on Thursday, February 5th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Equifax from $260.00 to $230.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Eleven equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, Equifax has a consensus rating of “Moderate Buy” and a consensus price target of $240.33.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the company. Norges Bank bought a new stake in Equifax during the second quarter worth $334,521,000. Massachusetts Financial Services Co. MA raised its holdings in Equifax by 35.8% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider’s stock valued at $942,676,000 after acquiring an additional 1,145,921 shares during the period. Brown Advisory Inc. lifted its holdings 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 worth $609,693,000 after purchasing an additional 1,022,819 shares in the last quarter. Van ECK Associates Corp boosted its position in shares of Equifax by 105.5% in the fourth quarter. Van ECK Associates Corp now owns 1,603,415 shares of the credit services provider’s stock valued at $347,909,000 after acquiring an additional 823,116 shares during the period. Finally, Goldman Sachs Group Inc. boosted its holdings in Equifax by 91.0% in the 4th quarter. Goldman Sachs Group Inc. now owns 1,464,135 shares of the credit services provider’s stock valued at $317,688,000 after purchasing an additional 697,403 shares during the period. 96.20% of the stock is owned by institutional investors.

More Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Board approves 12% quarterly dividend increase to $0.56/share (ex-dividend Mar 9, payable Mar 17) — raises shareholder yield and signals confidence in cash flow. Dividend Increase
• Positive Sentiment: Q4 results and guidance supportive: Q4 EPS beat (reported $2.09 vs. $2.05 est.), revenue $1.55B vs. $1.53B est., and FY2026 guidance set at $8.30–$8.70 — reinforces growth narrative and helped lift sentiment. Earnings Roundup
• Positive Sentiment: Leadership hire: David Smith named President of U.S. Information Solutions, effective March 2 — management change framed as execution-focused, intended to accelerate post‑cloud growth and EFX.AI product adoption. Appointment
• Neutral Sentiment: Macro: US consumer debt rose to $18.2T in late-2025 — could increase demand for credit risk and analytics products (positive for volumes) but also signal higher credit stress ahead; impact on Equifax revenue is ambiguous near term. Consumer Debt Report
• Negative Sentiment: Short interest jumped ~47.7% in February to ~5.35M shares (≈4.5% of float) — higher bearish positioning can add downward pressure and increase volatility if sentiment sours. Source: market data summary
• Negative Sentiment: Insider selling: EVP John Gamble Jr. sold 4,500 shares for ~$880.7k at ~$195.72 — while insider sales aren’t uncommon, visible insider disposition can be interpreted by some investors as a modest negative signal. Insider Sale

About Equifax

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.