Fox Run Management L.L.C. Makes New $970,000 Investment in Equifax, Inc. $EFX

Fox Run Management L.L.C. acquired a new position in Equifax, Inc. (NYSE:EFX) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 4,471 shares of the credit services provider’s stock, valued at approximately $970,000.

A number of other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in Equifax by 2.1% in the 3rd quarter. Vanguard Group Inc. now owns 15,282,951 shares of the credit services provider’s stock worth $3,920,535,000 after purchasing an additional 316,048 shares in the last quarter. State Street Corp grew its position in Equifax by 0.4% in the 3rd quarter. State Street Corp now owns 4,990,152 shares of the credit services provider’s stock worth $1,280,124,000 after purchasing an additional 21,255 shares in the last quarter. Massachusetts Financial Services Co. MA grew its position in Equifax by 35.8% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider’s stock worth $942,676,000 after purchasing an additional 1,145,921 shares in the last quarter. Generation Investment Management LLP grew its position in Equifax by 6.3% in the 3rd quarter. Generation Investment Management LLP now owns 2,736,467 shares of the credit services provider’s stock worth $701,986,000 after purchasing an additional 163,375 shares in the last quarter. Finally, Lazard Asset Management LLC grew its position in Equifax by 0.6% in the 3rd quarter. Lazard Asset Management LLC now owns 1,736,731 shares of the credit services provider’s stock worth $445,524,000 after purchasing an additional 9,741 shares in the last quarter. 96.20% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on EFX shares. Bank of America reduced their price objective on shares of Equifax from $250.00 to $225.00 and set a “buy” rating for the company in a research report on Tuesday, May 19th. Needham & Company LLC reaffirmed a “buy” rating and issued a $265.00 price objective on shares of Equifax in a research report on Wednesday, April 22nd. Argus raised shares of Equifax to a “hold” rating in a research report on Monday, March 2nd. Citigroup reduced their target price on shares of Equifax from $256.00 to $238.00 and set a “buy” rating for the company in a research report on Wednesday, April 22nd. Finally, BNP Paribas Exane reduced their target price on shares of Equifax from $210.00 to $195.00 and set a “neutral” rating for the company in a research report on Monday, April 27th. Thirteen equities 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, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $226.67.

Insider Activity at Equifax

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 completion of the transaction, the executive vice president directly owned 29,518 shares of the company’s stock, valued at approximately $5,132,885.02. This trade represents a 7.68% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction that occurred 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 of the company’s stock, valued at approximately $46,846,252. This trade represents a 12.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by company insiders.

Equifax Stock Down 1.3%

Equifax stock opened at $166.25 on Thursday. Equifax, Inc. has a twelve month low of $156.47 and a twelve month high of $275.91. The firm has a 50 day moving average price of $173.89 and a 200-day moving average price of $193.77. The company has a market capitalization of $19.80 billion, a P/E ratio of 29.27, a P/E/G ratio of 1.25 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.

Equifax (NYSE:EFX) last released its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, beating 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 during the quarter, compared to the consensus estimate of $1.61 billion. During the same period in the prior year, the firm earned $1.53 EPS. The company’s 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. As a group, equities analysts predict that Equifax, Inc. will post 8.56 EPS for the current year.

Equifax Announces Dividend

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

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.