CIBC Asset Management Inc Boosts Stock Position in Equifax, Inc. $EFX

CIBC Asset Management Inc boosted its position in Equifax, Inc. (NYSE:EFX) by 12.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 80,258 shares of the credit services provider’s stock after purchasing an additional 8,604 shares during the quarter. CIBC Asset Management Inc’s holdings in Equifax were worth $17,359,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in EFX. Goldman Sachs Group Inc. lifted its stake in shares of Equifax by 91.0% during the fourth quarter. Goldman Sachs Group Inc. now owns 1,464,135 shares of the credit services provider’s stock valued at $317,688,000 after buying an additional 697,403 shares during the period. Natixis Advisors LLC boosted its position in Equifax by 47.8% during the fourth quarter. Natixis Advisors LLC now owns 489,400 shares of the credit services provider’s stock worth $106,190,000 after acquiring an additional 158,232 shares during the last quarter. New Mexico Educational Retirement Board grew its stake in Equifax by 1.8% in the 4th quarter. New Mexico Educational Retirement Board now owns 5,705 shares of the credit services provider’s stock worth $1,238,000 after acquiring an additional 100 shares during the period. Nomura Asset Management Co. Ltd. raised its holdings in Equifax by 0.3% in the 4th quarter. Nomura Asset Management Co. Ltd. now owns 40,679 shares of the credit services provider’s stock valued at $8,827,000 after acquiring an additional 113 shares during the last quarter. Finally, MUFG Securities EMEA plc raised its holdings in Equifax by 111.7% in the 4th quarter. MUFG Securities EMEA plc now owns 5,018 shares of the credit services provider’s stock valued at $1,089,000 after acquiring an additional 2,648 shares during the last quarter. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, EVP Chad M. Borton sold 2,455 shares of the firm’s stock in a transaction that occurred 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 owned 29,518 shares in the company, valued at approximately $5,132,885.02. This trade represents a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible 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 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 transaction, the chief executive officer directly owned 271,730 shares in the company, valued at approximately $46,846,252. This trade 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. Insiders own 1.70% of the company’s stock.

Equifax Stock Up 0.6%

Shares of NYSE EFX opened at $171.17 on Friday. The stock has a market capitalization of $20.38 billion, a PE ratio of 30.14, a P/E/G ratio of 1.26 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. The firm has a fifty day moving average of $174.32 and a 200-day moving average of $194.80. Equifax, Inc. has a 52-week low of $156.47 and a 52-week high of $275.91.

Equifax (NYSE:EFX) last issued its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, topping the consensus estimate of $1.69 by $0.17. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The business had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.61 billion. During the same period last year, the company posted $1.53 EPS. The business’s quarterly revenue was up 14.3% on a year-over-year basis. 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, analysts anticipate that Equifax, Inc. will post 8.56 EPS for the current year.

Equifax Announces Dividend

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

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on EFX. UBS Group decreased their price objective on Equifax from $245.00 to $220.00 and set a “buy” rating on the stock in a report on Thursday, April 23rd. Stifel Nicolaus reduced their target price on 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 decreased their price target on Equifax from $244.00 to $243.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 22nd. Citigroup lowered their price target on Equifax from $256.00 to $238.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. Finally, BMO Capital Markets set a $195.00 price objective on shares of Equifax in a research note on Thursday, February 5th. Thirteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $226.67.

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.