Osmosis Investment Management UK Ltd Takes Position in Equifax, Inc. $EFX

Osmosis Investment Management UK Ltd purchased a new position in Equifax, Inc. (NYSE:EFX) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 2,777 shares of the credit services provider’s stock, valued at approximately $441,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Sanctuary Advisors LLC bought a new position in Equifax in the 2nd quarter worth about $2,216,000. Connor Clark & Lunn Investment Management Ltd. purchased a new position in shares of Equifax during the second quarter worth approximately $3,772,000. Bank of Nova Scotia bought a new stake in shares of Equifax during the second quarter valued at approximately $2,002,000. Elevation Point Wealth Partners LLC purchased a new stake in shares of Equifax in the second quarter valued at approximately $483,000. Finally, Daiichi Life Insurance Co. Ltd. bought a new position in Equifax in the second quarter worth approximately $617,000. Institutional investors own 96.20% of the company’s stock.

Insider Buying and Selling

In related news, CEO Mark W. Begor sold 37,791 shares of the stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $172.16, for a total transaction of $6,506,098.56. Following the completion of the sale, the chief executive officer owned 271,890 shares of the company’s stock, valued at $46,808,582.40. This represents a 12.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by insiders.

Equifax Price Performance

Shares of EFX stock opened at $192.16 on Wednesday. The stock’s 50-day moving average is $173.25 and its 200 day moving average is $178.19. Equifax, Inc. has a 1-year low of $150.74 and a 1-year high of $271.84. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.60 and a quick ratio of 0.60. The company has a market cap of $22.58 billion, a P/E ratio of 33.77, a PEG ratio of 1.56 and a beta of 1.30.

Equifax (NYSE:EFX) last announced its earnings results on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, topping analysts’ consensus estimates of $2.20 by $0.05. The business had revenue of $1.70 billion during the quarter, compared to the consensus estimate of $1.70 billion. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The firm’s revenue was up 10.6% on a year-over-year basis. During the same period in the previous 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 predict that Equifax, Inc. will post 8.58 earnings per share for the current fiscal year.

Equifax Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be paid a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Monday, August 31st. Equifax’s payout ratio is 39.37%.

Analyst Upgrades and Downgrades

EFX has been the subject of a number of research analyst reports. Needham & Company LLC decreased their target price on Equifax from $265.00 to $245.00 and set a “buy” rating for the company in a research report on Wednesday, July 22nd. Mizuho dropped their price target on Equifax from $222.00 to $210.00 and set an “outperform” rating on the stock in a research report on Thursday, July 2nd. UBS Group restated a “buy” rating and set a $220.00 price target on shares of Equifax in a research note on Wednesday, July 8th. Weiss Ratings upgraded Equifax from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, August 13th. Finally, Deutsche Bank Aktiengesellschaft set a $208.00 price objective on shares of Equifax in a research note on Wednesday, July 22nd. Fourteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, Equifax currently has a consensus rating of “Moderate Buy” and an average price target of $216.89.

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.