Brown Advisory Inc. Purchases 1,022,819 Shares of Equifax, Inc. $EFX

Brown Advisory Inc. increased its position in Equifax, Inc. (NYSE:EFX) by 57.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,809,879 shares of the credit services provider’s stock after purchasing an additional 1,022,819 shares during the quarter. Equifax makes up 0.9% of Brown Advisory Inc.’s portfolio, making the stock its 28th largest holding. Brown Advisory Inc.’s holdings in Equifax were worth $609,693,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of EFX. Brighton Jones LLC lifted its position in Equifax by 49.2% in the fourth quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider’s stock worth $927,000 after purchasing an additional 1,200 shares during the period. Great Lakes Advisors LLC bought a new position in Equifax in the first quarter worth $204,000. Empowered Funds LLC lifted its holdings in shares of Equifax by 14.6% during the first 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. First Trust Advisors LP lifted its holdings in shares of Equifax by 14.5% during the second quarter. First Trust Advisors LP now owns 7,632 shares of the credit services provider’s stock valued at $1,979,000 after acquiring an additional 966 shares during the period. Finally, AXA S.A. lifted its holdings in shares of Equifax by 699.9% during the second quarter. AXA S.A. now owns 8,671 shares of the credit services provider’s stock valued at $2,249,000 after acquiring an additional 7,587 shares during the period. 96.20% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $172.40, for a total value of $6,515,168.40. Following the completion of the sale, the chief executive officer directly owned 271,730 shares in the company, valued at approximately $46,846,252. This trade represents a 12.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 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 on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total value 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 approximately $5,132,885.02. This trade represents a 7.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.70% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on EFX shares. Morgan Stanley cut their price objective on Equifax from $244.00 to $243.00 and set an “overweight” rating for the company in a report on Wednesday, April 22nd. The Goldman Sachs Group lifted their price objective on Equifax from $192.00 to $200.00 and gave the company a “neutral” rating in a report on Wednesday, April 22nd. Jefferies Financial Group cut their price objective on Equifax from $240.00 to $220.00 and set a “buy” rating for the company in a report on Friday, April 17th. Bank of America cut their price objective on Equifax from $250.00 to $225.00 and set a “buy” rating for the company in a report on Tuesday, May 19th. Finally, Robert W. Baird cut their price objective on Equifax from $250.00 to $245.00 and set an “outperform” rating for the company in a report on Wednesday, April 22nd. Thirteen research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $226.67.

Equifax Stock Up 2.5%

Shares of NYSE EFX opened at $163.56 on Friday. Equifax, Inc. has a 52-week low of $153.91 and a 52-week high of $275.91. The stock has a market cap of $19.48 billion, a PE ratio of 28.80, a PEG ratio of 1.21 and a beta of 1.32. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.61 and a current ratio of 0.61. The business has a fifty day moving average of $173.15 and a two-hundred day moving average of $193.17.

Equifax (NYSE:EFX) last announced its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share for the quarter, beating analysts’ consensus estimates of $1.69 by $0.17. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The company had revenue of $1.65 billion during the quarter, compared to analyst estimates of $1.61 billion. During the same period last year, the company posted $1.53 earnings per share. The firm’s quarterly revenue was up 14.3% compared to the same quarter last year. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. As a group, equities research analysts expect that Equifax, Inc. will post 8.57 earnings per share for the current fiscal year.

Equifax Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 22nd will be paid a $0.56 dividend. The ex-dividend date is Friday, May 22nd. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.4%. Equifax’s dividend payout ratio (DPR) is 39.44%.

Trending Headlines about Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Zacks highlighted EFX as a strong momentum stock, suggesting the shares still screen well on style and trend factors that can support investor interest. Here’s Why Equifax (EFX) is a Strong Momentum Stock
• Positive Sentiment: Equifax Canada announced Credit Lock for Ontario consumers, a product tied to identity-theft prevention that could help reinforce its consumer credit-protection franchise. Equifax® Canada introduces Credit Lock to empower Ontarians and help fight identity theft and fraud
• Positive Sentiment: Recent commentary also noted sustained revenue growth, product innovation, and a diversified client base, which supports the longer-term fundamental case for EFX. Sustained Revenue Growth Aids Equifax Amid Low Liquidity

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.