Danica Pension Livsforsikringsaktieselskab Invests $19.44 Million in Equifax, Inc. $EFX

Danica Pension Livsforsikringsaktieselskab acquired a new position in Equifax, Inc. (NYSE:EFX) during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 107,942 shares of the credit services provider’s stock, valued at approximately $19,437,000. Danica Pension Livsforsikringsaktieselskab owned about 0.09% of Equifax at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of EFX. Cullen Frost Bankers Inc. bought a new position in shares of Equifax in the 4th quarter worth $25,000. Ameriflex Group Inc. grew its position in Equifax by 612.5% in the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock worth $25,000 after acquiring an additional 98 shares in the last quarter. Reflection Asset Management bought a new position in Equifax in the fourth quarter valued at $26,000. Kemnay Advisory Services Inc. purchased a new stake in Equifax during the fourth quarter valued at about $26,000. Finally, Lodestone Wealth Management LLC bought a new stake in Equifax during the fourth quarter worth about $29,000. 96.20% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

EFX has been the subject of a number of research reports. The Goldman Sachs Group reiterated a “neutral” rating and issued a $182.00 price objective on shares of Equifax in a report on Tuesday. Mizuho decreased their price objective on Equifax from $222.00 to $210.00 and set an “outperform” rating on the stock in a report on Thursday, July 2nd. Weiss Ratings upgraded Equifax from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, July 16th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Equifax in a research note on Wednesday. Finally, Rothschild & Co Redburn reduced their price target on shares of Equifax from $226.00 to $214.00 in a research report on Friday, May 8th. Thirteen investment 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 stock currently has a consensus rating of “Moderate Buy” and an average price target of $221.63.

Key Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax posted Q2 2026 EPS of $2.25, topping estimates, while revenue of $1.70 billion rose 11% year over year and matched Wall Street expectations. The company also highlighted strength in USIS, mortgage, and verification businesses, and announced an agreement to acquire Círculo de Crédito, which could expand its credit data footprint. Article Title
• Positive Sentiment: Management said early AI and agentic-automation gains are helping drive efficiency, and it doubled its expected three-year AI-driven cost savings target to $150 million from $75 million, a potentially meaningful margin tailwind over time. Article Title
• Neutral Sentiment: Free cash flow remained strong at $326 million for the first six months, and the company returned $366 million to shareholders, supporting the longer-term investment case even as near-term sentiment stays cautious. Article Title
• Negative Sentiment: Investor reaction has been pressured by Equifax’s weaker-than-expected Q3 and full-year 2026 guidance, which came in below consensus and suggests headwinds from a tough mortgage market and broader macro conditions. Article Title
• Negative Sentiment: Margins were also hit by a legal settlement accrual tied to a previously disclosed coding issue, adding another overhang as analysts noted the company’s near-term outlook appears less exciting than the quarter’s operating results. Article Title

Insider Activity

In other news, EVP Chad M. Borton sold 2,455 shares of Equifax stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $173.89, for a total value of $426,899.95. Following the sale, the executive vice president directly owned 29,518 shares in the company, valued at approximately $5,132,885.02. This trade represents a 7.68% decrease in their position. The sale was disclosed in a filing 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 the business’s stock in a transaction that occurred on 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 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 company insiders.

Equifax Stock Down 4.4%

Shares of NYSE EFX opened at $172.23 on Wednesday. The firm’s fifty day moving average is $165.31 and its 200 day moving average is $183.40. Equifax, Inc. has a 52 week low of $150.74 and a 52 week high of $271.84. 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 company has a market cap of $20.51 billion, a price-to-earnings ratio of 30.32, a PEG ratio of 1.36 and a beta of 1.32.

Equifax (NYSE:EFX) last announced its quarterly earnings results on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share for the quarter, beating the consensus estimate of $2.20 by $0.05. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The business had revenue of $1.70 billion during the quarter, compared to analysts’ expectations of $1.70 billion. During the same quarter in the prior year, the company posted $2.00 EPS. The firm’s revenue for the quarter was up 10.6% compared to the same quarter last year. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. On average, equities research analysts expect that Equifax, Inc. will post 8.56 earnings per share for the current year.

Equifax Announces Dividend

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