Dimensional Fund Advisors LP Increases Position in Equifax, Inc. $EFX

Dimensional Fund Advisors LP lifted its stake in Equifax, Inc. (NYSE:EFX) by 20.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,101,940 shares of the credit services provider’s stock after purchasing an additional 187,601 shares during the quarter. Dimensional Fund Advisors LP’s holdings in Equifax were worth $198,414,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Cullen Frost Bankers Inc. acquired a new position in Equifax during the fourth quarter worth $25,000. Ameriflex Group Inc. raised its position in shares of Equifax by 612.5% during the 4th quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock valued at $25,000 after buying an additional 98 shares during the period. Reflection Asset Management acquired a new position in Equifax in the fourth quarter valued at approximately $26,000. Kemnay Advisory Services Inc. purchased a new position in Equifax in the fourth quarter worth approximately $26,000. Finally, Lodestone Wealth Management LLC purchased a new position in Equifax in the fourth quarter worth approximately $29,000. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Insider Buying and Selling

In related news, EVP Chad M. Borton sold 2,455 shares of the stock in a transaction 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 transaction, the executive vice president owned 29,518 shares of the company’s stock, valued at $5,132,885.02. This represents a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several equities analysts have recently commented on EFX shares. Needham & Company LLC decreased their price target on Equifax from $265.00 to $245.00 and set a “buy” rating on the stock in a research note on Wednesday. Jefferies Financial Group reduced their price objective on shares of Equifax from $220.00 to $200.00 and set a “buy” rating on the stock in a report on Friday, April 24th. Mizuho decreased 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. Wells Fargo & Company lowered their target price on shares of Equifax from $220.00 to $212.00 and set an “overweight” rating for the company in a research note on Wednesday. Finally, Royal Bank Of Canada dropped their price target on shares of Equifax from $222.00 to $194.00 and set an “outperform” rating for the company in a research report on Wednesday. Thirteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, Equifax currently has an average rating of “Moderate Buy” and an average price target of $215.79.

Equifax Stock Performance

Shares of Equifax stock opened at $172.08 on Friday. Equifax, Inc. has a one year low of $150.74 and a one year high of $271.84. The company has a market cap of $20.22 billion, a PE ratio of 30.24, a P/E/G ratio of 1.34 and a beta of 1.32. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.61 and a current ratio of 0.60. The business has a 50-day simple moving average of $165.98 and a 200-day simple moving average of $182.66.

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, beating the consensus estimate of $2.20 by $0.05. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The firm had revenue of $1.70 billion for the quarter, compared to analysts’ expectations of $1.70 billion. During the same quarter last year, the company earned $2.00 earnings per share. The firm’s revenue 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 forecast that Equifax, Inc. will post 8.56 EPS for the current fiscal year.

Equifax Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, June 15th. Investors 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 dividend on an annualized basis and a dividend yield of 1.3%. Equifax’s payout ratio is presently 39.37%.

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.