Equifax, Inc. $EFX Shares Sold by LGT Fund Management Co Ltd.

LGT Fund Management Co Ltd. trimmed its stake in Equifax, Inc. (NYSE:EFX) by 67.1% during the first quarter, HoldingsChannel reports. The institutional investor owned 5,900 shares of the credit services provider’s stock after selling 12,039 shares during the period. LGT Fund Management Co Ltd.’s holdings in Equifax were worth $1,062,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. State Street Corp boosted its stake in Equifax by 1.3% in the fourth quarter. State Street Corp now owns 5,056,441 shares of the credit services provider’s stock valued at $1,097,147,000 after acquiring an additional 66,289 shares in the last quarter. Massachusetts Financial Services Co. MA increased its position in shares of Equifax by 35.8% during the fourth 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. Brown Advisory Inc. increased its position 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 worth $609,693,000 after purchasing an additional 1,022,819 shares in the last quarter. Lazard Asset Management LLC lifted its holdings in shares of 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 valued at $445,524,000 after purchasing an additional 9,741 shares during the last quarter. Finally, Cantillon Capital Management LLC boosted its position in shares of Equifax by 0.8% in the 4th quarter. Cantillon Capital Management LLC now owns 1,723,998 shares of the credit services provider’s stock valued at $374,073,000 after purchasing an additional 12,995 shares during the period. 96.20% of the stock is owned by hedge funds and other institutional investors.

Equifax Price Performance

Shares of NYSE EFX opened at $166.47 on Monday. The stock has a fifty day moving average price of $164.96 and a 200 day moving average price of $185.67. Equifax, Inc. has a 1-year low of $150.74 and a 1-year high of $271.84. The company has a debt-to-equity ratio of 0.89, a current ratio of 0.61 and a quick ratio of 0.61. The company has a market cap of $19.82 billion, a PE ratio of 29.31, a P/E/G ratio of 1.26 and a beta of 1.32.

Equifax (NYSE:EFX) last released its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.69 by $0.17. The company had revenue of $1.65 billion for the quarter, compared to analysts’ expectations of $1.61 billion. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The firm’s quarterly revenue was up 14.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.53 EPS. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. Sell-side analysts forecast that Equifax, Inc. will post 8.56 EPS for the current year.

Equifax Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 22nd were given a $0.56 dividend. The ex-dividend date was Friday, May 22nd. This represents a $2.24 annualized dividend and a yield of 1.3%. Equifax’s dividend payout ratio is presently 39.44%.

Insider Buying and Selling at Equifax

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction on Friday, April 24th. The shares were sold at an average price of $172.40, for a total transaction of $6,515,168.40. Following the sale, the chief executive officer directly owned 271,730 shares in the company, valued at approximately $46,846,252. The trade was a 12.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the company’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $173.89, for a total transaction of $426,899.95. Following the transaction, 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 ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.70% of the company’s stock.

Analyst Ratings Changes

Several research analysts have commented on EFX shares. Robert W. Baird cut their price target on Equifax from $250.00 to $245.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 22nd. Mizuho lowered their target price on shares of Equifax from $222.00 to $210.00 and set an “outperform” rating on the stock in a research report on Thursday, July 2nd. Jefferies Financial Group cut their target price on shares of Equifax from $240.00 to $220.00 and set a “buy” rating on the stock in a report on Friday, April 17th. UBS Group reiterated a “buy” rating and set a $220.00 price target on shares of Equifax in a research note on Wednesday, July 8th. Finally, BNP Paribas Exane lowered their price objective on shares of Equifax from $195.00 to $185.00 and set a “neutral” rating on the stock in a research report on Thursday, June 18th. Thirteen investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $223.39.

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.