Natixis Advisors LLC Buys 158,232 Shares of Equifax, Inc. $EFX

Natixis Advisors LLC lifted its stake in Equifax, Inc. (NYSE:EFX) by 47.8% during the fourth quarter, HoldingsChannel reports. The firm owned 489,400 shares of the credit services provider’s stock after purchasing an additional 158,232 shares during the period. Natixis Advisors LLC’s holdings in Equifax were worth $106,190,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Allianz Asset Management GmbH grew its holdings in shares of Equifax by 6.0% in the third quarter. Allianz Asset Management GmbH now owns 392,560 shares of the credit services provider’s stock worth $100,703,000 after purchasing an additional 22,302 shares during the last quarter. Explore Capital Management LLC lifted its stake in Equifax by 34.6% in the third quarter. Explore Capital Management LLC now owns 40,930 shares of the credit services provider’s stock worth $10,500,000 after acquiring an additional 10,530 shares during the period. JPMorgan Chase & Co. grew its holdings in Equifax by 27.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 767,982 shares of the credit services provider’s stock worth $197,018,000 after acquiring an additional 163,866 shares in the last quarter. Envestnet Asset Management Inc. grew its holdings in Equifax by 34.0% during the 3rd quarter. Envestnet Asset Management Inc. now owns 383,441 shares of the credit services provider’s stock worth $98,364,000 after acquiring an additional 97,347 shares in the last quarter. Finally, Cinctive Capital Management LP bought a new position in Equifax during the 3rd quarter worth about $2,837,000. 96.20% of the stock is currently owned by institutional investors.

Equifax Stock Up 1.5%

NYSE:EFX opened at $176.13 on Wednesday. The company’s 50-day simple moving average is $174.50 and its 200-day simple moving average is $195.54. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.61 and a current ratio of 0.61. Equifax, Inc. has a fifty-two week low of $156.47 and a fifty-two week high of $275.91. The stock has a market capitalization of $20.97 billion, a P/E ratio of 31.01, a P/E/G ratio of 1.29 and a beta of 1.32.

Equifax (NYSE:EFX) last issued its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to the consensus estimate of $1.61 billion. During the same quarter in the previous year, the firm earned $1.53 EPS. The company’s quarterly 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. On average, equities analysts anticipate that Equifax, Inc. will post 8.56 earnings per share for the current fiscal year.

Equifax Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 22nd will be issued a $0.56 dividend. This represents a $2.24 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Friday, May 22nd. Equifax’s payout ratio is currently 39.44%.

Insider Buying and Selling at Equifax

In other Equifax news, EVP Chad M. Borton sold 2,455 shares of Equifax stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total value of $426,899.95. Following the transaction, the executive vice president directly owned 29,518 shares of the company’s stock, valued at approximately $5,132,885.02. The trade was a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction on Friday, April 24th. The stock was 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 in the company, valued at $46,846,252. This represents a 12.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research analysts have issued reports on the stock. BMO Capital Markets set a $195.00 target price on shares of Equifax in a report on Thursday, February 5th. The Goldman Sachs Group increased their target price on shares of Equifax from $192.00 to $200.00 and gave the stock a “neutral” rating in a report on Wednesday, April 22nd. Robert W. Baird dropped their target price on shares of Equifax from $250.00 to $245.00 and set an “outperform” rating on the stock in a report on Wednesday, April 22nd. Jefferies Financial Group dropped their target price on shares of Equifax from $240.00 to $220.00 and set a “buy” rating on the stock in a report on Friday, April 17th. Finally, Barclays dropped their target price on shares of Equifax from $240.00 to $215.00 and set an “equal weight” rating on the stock in a report on Thursday, February 5th. Thirteen equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $226.67.

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.