Dockside LLC Takes Position in Equifax, Inc. $EFX

Dockside LLC acquired a new stake in shares of Equifax, Inc. (NYSE:EFX) during the 4th quarter, Holdings Channel reports. The firm acquired 4,238 shares of the credit services provider’s stock, valued at approximately $920,000.

Several other institutional investors have also recently made changes to their positions in the stock. Cary Street Partners Investment Advisory LLC raised its holdings in shares of Equifax by 12.5% during the third quarter. Cary Street Partners Investment Advisory LLC now owns 458 shares of the credit services provider’s stock valued at $117,000 after purchasing an additional 51 shares during the period. True Wealth Design LLC raised its holdings in shares of Equifax by 64.4% during the fourth quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock valued at $32,000 after purchasing an additional 58 shares during the period. Geneos Wealth Management Inc. raised its holdings in shares of Equifax by 16.9% during the second quarter. Geneos Wealth Management Inc. now owns 401 shares of the credit services provider’s stock valued at $104,000 after purchasing an additional 58 shares during the period. Athena Investment Management raised its holdings in shares of Equifax by 2.4% during the fourth quarter. Athena Investment Management now owns 2,608 shares of the credit services provider’s stock valued at $566,000 after purchasing an additional 60 shares during the period. Finally, Modera Wealth Management LLC raised its holdings in shares of Equifax by 5.1% during the fourth quarter. Modera Wealth Management LLC now owns 1,276 shares of the credit services provider’s stock valued at $277,000 after purchasing an additional 62 shares during the period. Institutional investors and hedge funds own 96.20% of the company’s stock.

Key Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Zacks highlighted EFX as a strong momentum stock, suggesting the shares still screen well on style and trend factors that can support investor interest. Here’s Why Equifax (EFX) is a Strong Momentum Stock
• Positive Sentiment: Equifax Canada announced Credit Lock for Ontario consumers, a product tied to identity-theft prevention that could help reinforce its consumer credit-protection franchise. Equifax® Canada introduces Credit Lock to empower Ontarians and help fight identity theft and fraud
• Positive Sentiment: Recent commentary also noted sustained revenue growth, product innovation, and a diversified client base, which supports the longer-term fundamental case for EFX. Sustained Revenue Growth Aids Equifax Amid Low Liquidity

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the stock. Citigroup dropped their price objective on shares of Equifax from $256.00 to $238.00 and set a “buy” rating on the stock in a report on Wednesday, April 22nd. Rothschild & Co Redburn decreased their price objective on shares of Equifax from $226.00 to $214.00 in a research note on Friday, May 8th. Mizuho assumed coverage on shares of Equifax in a research note on Thursday, April 16th. They issued an “outperform” rating and a $222.00 price objective for the company. Needham & Company LLC reiterated a “buy” rating and issued a $265.00 price objective on shares of Equifax in a research note on Wednesday, April 22nd. Finally, The Goldman Sachs Group increased their price objective on shares of Equifax from $192.00 to $200.00 and gave the company a “neutral” rating in a research note on Wednesday, April 22nd. Thirteen investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $226.67.

Insider Buying and Selling

In other news, CEO Mark W. Begor sold 37,791 shares of the stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 271,730 shares of the company’s stock, valued at $46,846,252. This represents a 12.21% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 that occurred on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total transaction of $426,899.95. Following the transaction, the executive vice president directly owned 29,518 shares of the company’s stock, valued at $5,132,885.02. This represents a 7.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by corporate insiders.

Equifax Stock Down 0.1%

Equifax stock opened at $163.56 on Monday. Equifax, Inc. has a twelve month low of $153.91 and a twelve month high of $275.91. The firm has a 50 day moving average price of $173.15 and a 200-day moving average price of $193.06. The company has a market capitalization of $19.48 billion, a P/E ratio of 28.80, a P/E/G ratio of 1.21 and a beta of 1.32. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 0.89.

Equifax (NYSE:EFX) last released its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, beating analysts’ consensus estimates of $1.69 by $0.17. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The firm had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.61 billion. During the same period in the prior year, the firm earned $1.53 EPS. The company’s revenue was up 14.3% compared to the same quarter last year. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. As a group, equities analysts predict that Equifax, Inc. will post 8.57 EPS for the current year.

Equifax Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 22nd will be given a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, May 22nd. Equifax’s dividend payout ratio is currently 39.44%.

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.