Capital International Investors Sells 43,682 Shares of Equifax, Inc. $EFX

Capital International Investors reduced its holdings in shares of Equifax, Inc. (NYSE:EFX) by 0.4% in the third quarter, according to its most recent filing with the SEC. The fund owned 10,434,784 shares of the credit services provider’s stock after selling 43,682 shares during the period. Capital International Investors owned about 8.53% of Equifax worth $2,676,782,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of EFX. Country Trust Bank purchased a new stake in shares of Equifax during the second quarter valued at $26,000. Caldwell Trust Co purchased a new position in Equifax in the 2nd quarter worth about $33,000. Spire Wealth Management increased its stake in Equifax by 82.9% in the 3rd quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock worth $33,000 after buying an additional 58 shares during the period. State of Wyoming bought a new stake in Equifax during the 2nd quarter valued at about $34,000. Finally, Meeder Asset Management Inc. boosted its position in Equifax by 694.4% in the 3rd quarter. Meeder Asset Management Inc. now owns 143 shares of the credit services provider’s stock valued at $37,000 after buying an additional 125 shares during the period. Institutional investors own 96.20% of the company’s stock.

Insiders Place Their Bets

In related news, EVP John W. Gamble, Jr. sold 4,500 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $195.72, for a total transaction of $880,740.00. Following the completion of the transaction, the executive vice president owned 58,921 shares in the company, valued at $11,532,018.12. The trade was a 7.10% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Jamil Farshchi sold 6,213 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $195.81, for a total transaction of $1,216,567.53. Following the completion of the sale, the executive vice president owned 41,036 shares of the company’s stock, valued at approximately $8,035,259.16. This trade represents a 13.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 49,671 shares of company stock worth $9,960,181. 1.40% of the stock is owned by corporate insiders.

Equifax Price Performance

NYSE EFX opened at $204.68 on Tuesday. The company has a market cap of $24.62 billion, a PE ratio of 38.47, a P/E/G ratio of 1.54 and a beta of 1.55. The firm’s 50 day moving average price is $205.71 and its 200-day moving average price is $220.76. 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.

Equifax (NYSE:EFX) last issued its quarterly earnings data on Wednesday, February 4th. The credit services provider reported $2.09 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 the consensus estimate of $1.53 billion. Equifax had a net margin of 10.87% and a return on equity of 19.27%. Equifax’s revenue for the quarter was up 9.3% compared to the same quarter last year. During the same quarter in the previous year, the firm 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. Sell-side analysts forecast that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Increases Dividend

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

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on EFX shares. Stifel Nicolaus reduced their target price on shares of Equifax from $253.00 to $235.00 and set a “buy” rating on the stock in a research report on Thursday, February 5th. Morgan Stanley lowered their price target on Equifax from $269.00 to $244.00 and set an “overweight” rating for the company in a report on Wednesday, February 4th. JPMorgan Chase & Co. reduced their price objective on Equifax from $260.00 to $230.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. Oppenheimer decreased their target price on Equifax from $271.00 to $266.00 and set an “outperform” rating for the company in a research report on Monday, January 12th. Finally, BMO Capital Markets set a $195.00 target price on Equifax in a report on Thursday, February 5th. Eleven research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $240.33.

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.