HighTower Advisors LLC Boosts Stock Holdings in Equifax, Inc. $EFX

HighTower Advisors LLC increased its position in Equifax, Inc. (NYSE:EFX) by 6.8% in the third quarter, Holdings Channel.com reports. The fund owned 59,682 shares of the credit services provider’s stock after purchasing an additional 3,776 shares during the period. HighTower Advisors LLC’s holdings in Equifax were worth $15,311,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in EFX. Brighton Jones LLC lifted its holdings in shares of Equifax by 49.2% during the fourth quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider’s stock valued at $927,000 after purchasing an additional 1,200 shares in the last quarter. Great Lakes Advisors LLC purchased a new position in Equifax in the 1st quarter worth about $204,000. Empowered Funds LLC lifted its stake in Equifax by 14.6% during the 1st quarter. Empowered Funds LLC now owns 2,523 shares of the credit services provider’s stock valued at $615,000 after acquiring an additional 321 shares during the period. International Assets Investment Management LLC bought a new position in Equifax during the 2nd quarter valued at about $204,000. Finally, Chicago Partners Investment Group LLC boosted its holdings in shares of Equifax by 10.6% during the 2nd quarter. Chicago Partners Investment Group LLC now owns 920 shares of the credit services provider’s stock valued at $226,000 after acquiring an additional 88 shares during the last quarter. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Key Equifax News

Here are the key news stories impacting Equifax this week:

• Neutral Sentiment: Bank of America has initiated coverage on Equifax — this brings institutional attention and trading liquidity, which can support the stock but may have mixed short‑term impact depending on BofA’s stance. Bank of America Begins Coverage on Equifax
• Negative Sentiment: Zacks Research cut multiple near‑term and medium‑term EPS estimates for EFX (Q1–Q4 2026, Q2–Q4 2027 and FY2026–FY2027); notable moves include Q1 2026 from $1.84 to $1.72 and FY2026 from $8.69 to $8.33 — small but broad downward revisions that may pressure sentiment given Equifax’s rich valuation. These rounds of cuts are the main driver of analyst‑related negative news flow today. Equifax Stock: Analyst Estimates & Ratings

Equifax Stock Up 1.0%

EFX opened at $197.34 on Friday. The firm’s 50 day simple moving average is $209.29 and its two-hundred day simple moving average is $224.25. The company has a market capitalization of $24.15 billion, a PE ratio of 37.09, a PEG ratio of 1.45 and a beta of 1.55. Equifax, Inc. has a 1-year low of $166.02 and a 1-year high of $281.03. The company has a current ratio of 0.60, a quick ratio of 0.74 and a debt-to-equity ratio of 0.88.

Equifax (NYSE:EFX) last posted its quarterly earnings data on Wednesday, February 4th. The credit services provider reported $2.09 EPS for the quarter, topping the consensus estimate of $2.05 by $0.04. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The firm had revenue of $1.55 billion during the quarter, compared to analyst estimates of $1.53 billion. During the same period in the prior year, the business posted $2.12 EPS. Equifax’s revenue was up 9.3% on a year-over-year basis. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. As a group, equities analysts forecast that Equifax, Inc. will post 7.58 EPS for the current year.

Wall Street Analysts Forecast Growth

EFX has been the subject of several research reports. Barclays decreased their price objective on shares of Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a report on Thursday, February 5th. Robert W. Baird set a $250.00 target price on shares of Equifax in a research report on Thursday, February 5th. JPMorgan Chase & Co. lowered their price target on Equifax from $260.00 to $230.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. Weiss Ratings restated a “hold (c)” rating on shares of Equifax in a research note on Monday, December 29th. Finally, Stifel Nicolaus cut their price objective on Equifax from $253.00 to $235.00 and set a “buy” rating for the company in a report on Thursday, February 5th. Eleven investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $240.33.

Insider Transactions at Equifax

In related news, EVP Jamil Farshchi sold 1,167 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $199.87, for a total transaction of $233,248.29. Following the completion of the transaction, the executive vice president directly owned 39,869 shares in the company, valued at approximately $7,968,617.03. The trade was a 2.84% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Mark W. Begor sold 37,791 shares of the stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total transaction of $7,629,624.99. Following the completion of the sale, the chief executive officer directly owned 230,506 shares of the company’s stock, valued at $46,536,856.34. This represents a 14.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 45,171 shares of company stock valued at $9,079,441. Company insiders own 1.40% of the company’s stock.

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.