Entropy Technologies LP Takes Position in Equifax, Inc. $EFX

Entropy Technologies LP acquired a new position in shares of Equifax, Inc. (NYSE:EFX) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 9,621 shares of the credit services provider’s stock, valued at approximately $2,088,000.

A number of other large investors have also recently bought and sold shares of EFX. Arvin Capital Management LP boosted its stake in shares of Equifax by 103.7% during the 4th quarter. Arvin Capital Management LP now owns 73,532 shares of the credit services provider’s stock worth $15,955,000 after purchasing an additional 37,432 shares during the last quarter. Brown Advisory Inc. lifted its stake in shares of Equifax by 57.2% during the fourth quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider’s stock valued at $609,693,000 after buying an additional 1,022,819 shares during the period. Aigen Investment Management LP boosted its position in Equifax by 99.2% during the fourth quarter. Aigen Investment Management LP now owns 5,906 shares of the credit services provider’s stock worth $1,281,000 after acquiring an additional 2,941 shares during the last quarter. Altrafin AG acquired a new position in Equifax in the 4th quarter valued at $3,460,000. Finally, Fairbanks Capital Management Inc. lifted its stake in shares of Equifax by 43.8% during the 4th quarter. Fairbanks Capital Management Inc. now owns 18,600 shares of the credit services provider’s stock worth $4,036,000 after purchasing an additional 5,664 shares during the period. Institutional investors and hedge funds own 96.20% of the company’s stock.

Insider Activity

In other news, 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 value of $426,899.95. Following the completion of the sale, 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 Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the business’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 value of $6,515,168.40. Following 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by corporate insiders.

Equifax Price Performance

EFX opened at $165.10 on Tuesday. 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, Inc. has a 52-week low of $153.91 and a 52-week high of $275.91. The company has a 50 day moving average of $172.80 and a two-hundred day moving average of $192.71. The company has a market cap of $19.66 billion, a P/E ratio of 29.07, a P/E/G ratio of 1.21 and a beta of 1.32.

Equifax (NYSE:EFX) last issued its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS 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 business had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.61 billion. During the same quarter last year, the firm posted $1.53 EPS. The business’s revenue for the quarter 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, analysts expect that Equifax, Inc. will post 8.57 earnings per share for the current year.

Equifax Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 22nd were paid a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Friday, May 22nd. Equifax’s payout ratio is currently 39.44%.

Analyst Ratings Changes

Several equities analysts recently commented on the company. BNP Paribas Exane dropped their target price on Equifax from $210.00 to $195.00 and set a “neutral” rating for the company in a research note on Monday, April 27th. Robert W. Baird dropped their price objective on shares of Equifax from $250.00 to $245.00 and set an “outperform” rating for the company in a research note on Wednesday, April 22nd. Wells Fargo & Company decreased their target price on shares of Equifax from $240.00 to $230.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 22nd. UBS Group lowered their target price on shares of Equifax from $245.00 to $220.00 and set a “buy” rating for the company in a report on Thursday, April 23rd. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $265.00 price target on shares of Equifax in a research report on Wednesday, April 22nd. Thirteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target 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.