SEB Asset Management AB Invests $4.32 Million in Equifax, Inc. $EFX

SEB Asset Management AB acquired a new position in shares of Equifax, Inc. (NYSE:EFX) during the first quarter, HoldingsChannel reports. The firm acquired 23,963 shares of the credit services provider’s stock, valued at approximately $4,315,000.

Several other institutional investors have also added to or reduced their stakes in EFX. Cullen Frost Bankers Inc. acquired a new position in Equifax in the 4th quarter worth $25,000. Ameriflex Group Inc. increased its holdings in Equifax by 612.5% during the 4th quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock worth $25,000 after purchasing an additional 98 shares in the last quarter. Reflection Asset Management acquired a new stake in shares of Equifax in the 4th quarter valued at about $26,000. Kemnay Advisory Services Inc. acquired a new stake in shares of Equifax in the 4th quarter valued at about $26,000. Finally, Lodestone Wealth Management LLC bought a new stake in shares of Equifax in the fourth quarter valued at about $29,000. 96.20% of the stock is owned by institutional investors.

Equifax Trading Down 1.6%

NYSE EFX opened at $170.29 on Thursday. Equifax, Inc. has a 12 month low of $150.74 and a 12 month high of $271.84. The company has a current ratio of 0.60, a quick ratio of 0.61 and a debt-to-equity ratio of 0.92. The stock has a 50 day moving average of $165.52 and a 200-day moving average of $183.07. The company has a market cap of $20.28 billion, a PE ratio of 29.93, a PEG ratio of 1.31 and a beta of 1.32.

Equifax (NYSE:EFX) last issued its earnings results on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share for the quarter, topping analysts’ consensus estimates of $2.20 by $0.05. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The business had revenue of $1.70 billion for the quarter, compared to the consensus estimate of $1.70 billion. During the same period in the previous year, the company earned $2.00 earnings per share. The firm’s revenue for the quarter was up 10.6% on a year-over-year basis. 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 anticipate that Equifax, Inc. will post 8.56 EPS for the current fiscal year.

Equifax Announces Dividend

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

Insider Activity

In other news, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer directly owned 271,730 shares of the company’s stock, valued at approximately $46,846,252. This represents a 12.21% decrease in their position. The sale was disclosed in a document filed 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, EVP Chad M. Borton sold 2,455 shares of the firm’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $173.89, for a total transaction of $426,899.95. Following the completion of the sale, the executive vice president owned 29,518 shares of the company’s stock, valued at $5,132,885.02. This trade represents a 7.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by insiders.

Equifax News Roundup

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax topped Q2 earnings estimates with EPS of $2.25 and posted $1.70 billion in revenue, up 11% year over year, showing solid underlying demand in its credit services and verification businesses. Article Title
• Positive Sentiment: Management raised its AI-driven cost savings target to $150 million through 2028, which could support margins and operating leverage over time. Article Title
• Positive Sentiment: Analysts largely kept bullish ratings after the report, with several still recommending Buy despite trimming price targets, suggesting the long-term thesis remains intact. Article Title
• Neutral Sentiment: Equifax announced a deal to acquire Círculo de Crédito, which could broaden its footprint, but investors are still waiting to see the financial impact of the transaction. Article Title
• Negative Sentiment: The stock is reacting to weaker-than-expected Q3 and full-year 2026 guidance, which came in below Wall Street forecasts and overshadowed the earnings beat. Article Title
• Negative Sentiment: Margins were pressured by a legal settlement accrual, and management also pointed to ongoing mortgage-market and macroeconomic softness, adding to near-term caution. Article Title

Analysts Set New Price Targets

Several research analysts have recently weighed in on EFX shares. Morgan Stanley reduced their price objective on Equifax from $243.00 to $225.00 and set an “overweight” rating for the company in a research report on Wednesday. Jefferies Financial Group cut their target price on Equifax from $220.00 to $200.00 and set a “buy” rating on the stock in a research note on Friday, April 24th. UBS Group reaffirmed a “buy” rating and set a $220.00 price target on shares of Equifax in a research report on Wednesday, July 8th. Royal Bank Of Canada decreased their price target on shares of Equifax from $222.00 to $194.00 and set an “outperform” rating for the company in a research note on Wednesday. Finally, Citigroup cut their price objective on shares of Equifax from $256.00 to $238.00 and set a “buy” rating on the stock in a research report on Wednesday, April 22nd. Thirteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $215.79.

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.