Empowered Funds LLC Grows Stock Position in Equifax, Inc. $EFX

Empowered Funds LLC grew its stake in Equifax, Inc. (NYSE:EFX) by 276.0% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 11,819 shares of the credit services provider’s stock after buying an additional 8,676 shares during the quarter. Empowered Funds LLC’s holdings in Equifax were worth $2,128,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Soroban Capital Partners LP lifted its holdings in Equifax by 310.5% in the first quarter. Soroban Capital Partners LP now owns 4,184,569 shares of the credit services provider’s stock valued at $753,515,000 after acquiring an additional 3,165,120 shares during the period. SummitTX Capital L.P. acquired a new stake in shares of Equifax during the 1st quarter worth approximately $2,065,000. Weiss Asset Management LP purchased a new position in shares of Equifax during the 1st quarter valued at approximately $462,000. OMERS ADMINISTRATION Corp increased its holdings in shares of Equifax by 31.4% during the 1st quarter. OMERS ADMINISTRATION Corp now owns 5,802 shares of the credit services provider’s stock valued at $1,045,000 after purchasing an additional 1,385 shares in the last quarter. Finally, Bradley Foster & Sargent Inc. CT lifted its stake in shares of Equifax by 400.9% in the 1st quarter. Bradley Foster & Sargent Inc. CT now owns 13,143 shares of the credit services provider’s stock valued at $2,367,000 after purchasing an additional 10,519 shares during the period. 96.20% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction on Friday, July 24th. The stock was sold at an average price of $172.16, for a total transaction of $6,506,098.56. Following the transaction, the chief executive officer owned 271,890 shares of the company’s stock, valued at approximately $46,808,582.40. The trade was a 12.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.70% of the company’s stock.

Equifax Stock Down 0.9%

EFX stock opened at $175.85 on Friday. The company has a market cap of $20.66 billion, a price-to-earnings ratio of 30.91, a PEG ratio of 1.42 and a beta of 1.30. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.92. Equifax, Inc. has a 12 month low of $150.74 and a 12 month high of $271.84. The firm has a 50-day moving average of $168.67 and a two-hundred day moving average of $179.85.

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 the consensus estimate of $2.20 by $0.05. The business had revenue of $1.70 billion for the quarter, compared to analysts’ expectations of $1.70 billion. Equifax had a return on equity of 21.61% and a net margin of 10.73%.The business’s revenue for the quarter was up 10.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.00 EPS. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. As a group, analysts forecast that Equifax, Inc. will post 8.57 earnings per share for the current fiscal year.

Key Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax’s essential datasets, analytics capabilities and technology infrastructure continue to support consistent growth across its credit, workforce and verification businesses. The company’s latest quarter showed revenue of $1.70 billion, up 10.6% year over year, while earnings exceeded analyst expectations. Equifax’s Essential Datasets Drive Consistent Growth
• Positive Sentiment: Zacks Research raised its 2026 EPS forecast to $8.63 from $8.41 and increased its third-quarter 2026 estimate to $2.23 from $2.12. These revisions suggest near-term earnings momentum remains intact and are above the company’s current full-year guidance midpoint of $8.54. Equifax analyst estimate revisions
• Neutral Sentiment: An Equifax Canada survey found that 25% of respondents expect to make only minimum credit-card payments, while 29% are using credit or savings for everyday expenses. The data highlights weakening household finances, but also reinforces Equifax’s role as a provider of credit-risk intelligence to lenders. Equifax Canada consumer survey
• Negative Sentiment: Although 2026 estimates were raised, Zacks lowered several later-period forecasts, including FY2027 EPS to $9.84 from $9.89 and FY2028 EPS to $10.95 from $11.30. The broader pattern may raise concerns about the pace of longer-term earnings growth.
• Negative Sentiment: The Canadian survey showed that families with children and adults under 55 are under especially heavy financial pressure, potentially increasing credit delinquencies and losses for lenders and creating a less favorable consumer-credit backdrop for Equifax’s business.
• Negative Sentiment: Recent reports also revisit Equifax’s 2017 data breach, in which approximately 148 million records were exposed. While historical, renewed attention could weigh on investor sentiment by highlighting ongoing cybersecurity and reputational risks. Equifax historical data breach report

Analyst Upgrades and Downgrades

EFX has been the topic of several analyst reports. Mizuho dropped their price target 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. Weiss Ratings downgraded shares of Equifax from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, July 30th. Barclays lowered their target price on shares of Equifax from $215.00 to $200.00 and set an “equal weight” rating on the stock in a research note on Wednesday, July 22nd. Royal Bank Of Canada dropped their target price on Equifax from $222.00 to $194.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 22nd. Finally, Jefferies Financial Group cut their price target on Equifax from $220.00 to $200.00 and set a “buy” rating for the company in a research note on Friday, April 24th. 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 stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $215.79.

About Equifax

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.