Goldman Sachs Group Inc. Increases Stake in Equifax, Inc. $EFX

Goldman Sachs Group Inc. increased its holdings in Equifax, Inc. (NYSE:EFX) by 91.0% in the fourth quarter, Holdings Channel.com reports. The firm owned 1,464,135 shares of the credit services provider’s stock after acquiring an additional 697,403 shares during the period. Goldman Sachs Group Inc.’s holdings in Equifax were worth $317,688,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in EFX. Cary Street Partners Investment Advisory LLC raised its holdings in Equifax by 12.5% during the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 458 shares of the credit services provider’s stock valued at $117,000 after buying an additional 51 shares during the last quarter. HighPoint Advisor Group LLC raised its holdings in Equifax by 2.8% during the 3rd quarter. HighPoint Advisor Group LLC now owns 1,971 shares of the credit services provider’s stock valued at $506,000 after buying an additional 53 shares during the last quarter. Geneos Wealth Management Inc. raised its holdings in Equifax by 16.9% during the 2nd quarter. Geneos Wealth Management Inc. now owns 401 shares of the credit services provider’s stock valued at $104,000 after buying an additional 58 shares during the last quarter. True Wealth Design LLC raised its holdings in Equifax by 64.4% during the 4th quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock valued at $32,000 after buying an additional 58 shares during the last quarter. Finally, Savant Capital LLC raised its holdings in Equifax by 4.0% during the 3rd quarter. Savant Capital LLC now owns 1,540 shares of the credit services provider’s stock valued at $395,000 after buying an additional 59 shares during the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Equifax Stock Up 0.6%

Shares of NYSE EFX opened at $171.97 on Friday. The company has a current ratio of 0.61, a quick ratio of 0.61 and a debt-to-equity ratio of 0.89. Equifax, Inc. has a 12 month low of $156.47 and a 12 month high of $275.91. The firm has a market capitalization of $20.48 billion, a PE ratio of 30.28, a price-to-earnings-growth ratio of 1.27 and a beta of 1.32. The firm has a fifty day simple moving average of $174.30 and a two-hundred day simple moving average of $194.64.

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

Equifax Dividend Announcement

The business also recently disclosed 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. The ex-dividend date is Friday, May 22nd. This represents a $2.24 annualized dividend and a yield of 1.3%. Equifax’s dividend payout ratio is 39.44%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the stock. The Goldman Sachs Group upped their price target on shares of Equifax from $192.00 to $200.00 and gave the company a “neutral” rating in a report on Wednesday, April 22nd. Argus upgraded shares of Equifax to a “hold” rating in a report on Monday, March 2nd. Rothschild & Co Redburn lowered their price target on shares of Equifax from $226.00 to $214.00 in a report on Friday, May 8th. Robert W. Baird lowered their price target on shares of Equifax from $250.00 to $245.00 and set an “outperform” rating for the company in a report on Wednesday, April 22nd. Finally, Wells Fargo & Company lowered their price target on shares of Equifax from $240.00 to $230.00 and set an “overweight” rating for the company in a report on Wednesday, April 22nd. Thirteen equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $226.67.

Insider Buying and Selling at Equifax

In related news, CEO Mark W. Begor sold 37,791 shares of the stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $172.40, for a total value 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 trade represents a 12.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 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 dated Thursday, May 7th. The stock was sold at an average price of $173.89, for a total transaction of $426,899.95. Following the completion of the transaction, the executive vice president 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 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 corporate insiders.

Equifax Company 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.