Equifax, Inc. $EFX Shares Bought by JPMorgan Chase & Co.

JPMorgan Chase & Co. boosted its holdings in Equifax, Inc. (NYSE:EFX) by 27.1% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 767,982 shares of the credit services provider’s stock after purchasing an additional 163,866 shares during the quarter. JPMorgan Chase & Co.’s holdings in Equifax were worth $197,018,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in EFX. State of New Jersey Common Pension Fund D lifted its position in Equifax by 4.2% in the third quarter. State of New Jersey Common Pension Fund D now owns 43,106 shares of the credit services provider’s stock valued at $11,058,000 after acquiring an additional 1,743 shares during the last quarter. HighTower Advisors LLC raised its position in Equifax by 6.8% in the 3rd quarter. HighTower Advisors LLC now owns 59,682 shares of the credit services provider’s stock valued at $15,311,000 after purchasing an additional 3,776 shares during the last quarter. Wulff Hansen & CO. acquired a new stake in Equifax during the 3rd quarter worth $207,000. Assetmark Inc. boosted its stake in Equifax by 99.0% during the 3rd quarter. Assetmark Inc. now owns 17,372 shares of the credit services provider’s stock worth $4,457,000 after purchasing an additional 8,642 shares during the period. Finally, Public Sector Pension Investment Board boosted its stake in shares of Equifax by 13.6% during the third quarter. Public Sector Pension Investment Board now owns 10,679 shares of the credit services provider’s stock worth $2,739,000 after buying an additional 1,282 shares during the period. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Equifax Trading Up 1.0%

Equifax stock opened at $197.34 on Friday. The stock has a 50-day moving average price of $209.29 and a 200 day moving average price of $224.25. Equifax, Inc. has a 52 week low of $166.02 and a 52 week high of $281.03. The stock has a market cap of $24.15 billion, a PE ratio of 37.09, a P/E/G ratio of 1.45 and a beta of 1.55. 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 released its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.05 by $0.04. The company had revenue of $1.55 billion for the quarter, compared to analysts’ expectations of $1.53 billion. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The firm’s revenue for the quarter was up 9.3% compared to the same quarter last year. During the same period last year, the company earned $2.12 EPS. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. Equities research analysts predict that Equifax, Inc. will post 7.58 earnings per share for the current fiscal year.

Insider Activity

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

Analysts Set New Price Targets

EFX has been the topic of several analyst reports. Oppenheimer lowered their target price on Equifax from $271.00 to $266.00 and set an “outperform” rating on the stock in a research note on Monday, January 12th. Stifel Nicolaus reduced their price objective on shares of Equifax from $253.00 to $235.00 and set a “buy” rating for the company in a research report on Thursday, February 5th. Needham & Company LLC lowered their price objective on Equifax from $295.00 to $265.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. Royal Bank Of Canada set a $220.00 target price on Equifax in a research note on Thursday, February 5th. Finally, Bank of America began coverage on Equifax in a report on Tuesday. They issued a “buy” rating and a $250.00 target price for the company. Eleven research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat, Equifax has an average rating of “Moderate Buy” and a consensus price target of $240.33.

Trending Headlines about Equifax

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

About Equifax

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.