Corient Private Wealth LLC Increases Stake in Equifax, Inc. $EFX

Corient Private Wealth LLC lifted its holdings in shares of Equifax, Inc. (NYSE:EFX) by 30.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 26,103 shares of the credit services provider’s stock after purchasing an additional 6,112 shares during the period. Corient Private Wealth LLC’s holdings in Equifax were worth $5,665,000 as of its most recent filing with the SEC.

A number of other large investors also recently added to or reduced their stakes in the business. State Street Corp boosted its position in Equifax by 1.3% during 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 buying an additional 66,289 shares during the period. Massachusetts Financial Services Co. MA lifted its stake in shares of Equifax by 35.8% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,344,531 shares of the credit services provider’s stock valued at $942,676,000 after acquiring an additional 1,145,921 shares during the last quarter. Brown Advisory Inc. lifted its stake in shares of Equifax by 57.2% in the 4th quarter. Brown Advisory Inc. now owns 2,809,879 shares of the credit services provider’s stock valued at $609,693,000 after acquiring an additional 1,022,819 shares during the last quarter. Lazard Asset Management LLC boosted its holdings in Equifax by 0.6% during 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 acquiring an additional 9,741 shares during the period. Finally, Cantillon Capital Management LLC boosted its holdings in Equifax by 0.8% during 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 acquiring an additional 12,995 shares during the period. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on EFX shares. Rothschild & Co Redburn decreased their price target on Equifax from $226.00 to $214.00 in a research note on Friday, May 8th. Needham & Company LLC reissued a “buy” rating and set a $265.00 price objective on shares of Equifax in a research note on Wednesday, April 22nd. Weiss Ratings restated a “hold (c-)” rating on shares of Equifax in a report on Thursday, June 18th. Wells Fargo & Company decreased their target price on shares of Equifax from $230.00 to $220.00 and set an “overweight” rating on the stock in a research note on Thursday, June 18th. Finally, Argus upgraded shares of Equifax to a “hold” rating in a report on Monday, March 2nd. Thirteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $225.28.

Equifax Stock Down 3.4%

NYSE EFX opened at $152.25 on Friday. Equifax, Inc. has a 1 year low of $150.74 and a 1 year high of $275.91. The stock has a market capitalization of $18.13 billion, a PE ratio of 26.80, a PEG ratio of 1.17 and a beta of 1.32. 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 business’s 50-day moving average is $168.50 and its 200 day moving average is $189.60.

Equifax (NYSE:EFX) last released its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS 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 business had revenue of $1.65 billion during the quarter, compared to analyst estimates of $1.61 billion. During the same quarter in the prior year, the company posted $1.53 EPS. Equifax’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. Sell-side analysts forecast that Equifax, Inc. will post 8.57 earnings per share for the current year.

Equifax Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, May 22nd were issued a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date was Friday, May 22nd. Equifax’s dividend payout ratio is currently 39.44%.

Insider Buying and Selling

In related news, EVP Chad M. Borton sold 2,455 shares of the firm’s 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 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. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 of the company’s stock, valued at $46,846,252. The trade was a 12.21% decrease in their position. 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 corporate insiders.

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.