Envestnet Asset Management Inc. Buys 97,347 Shares of Equifax, Inc. $EFX

Envestnet Asset Management Inc. grew its stake in Equifax, Inc. (NYSE:EFX) by 34.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 383,441 shares of the credit services provider’s stock after buying an additional 97,347 shares during the period. Envestnet Asset Management Inc.’s holdings in Equifax were worth $98,364,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the stock. Vanguard Group Inc. grew its position in Equifax by 1.8% in the second quarter. Vanguard Group Inc. now owns 14,966,903 shares of the credit services provider’s stock worth $3,881,966,000 after acquiring an additional 258,572 shares in the last quarter. State Street Corp lifted its stake in Equifax by 1.4% during the second quarter. State Street Corp now owns 4,968,897 shares of the credit services provider’s stock worth $1,288,783,000 after purchasing an additional 66,914 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Equifax by 2.5% in the 2nd quarter. Geode Capital Management LLC now owns 3,142,763 shares of the credit services provider’s stock worth $811,650,000 after purchasing an additional 75,627 shares in the last quarter. Lazard Asset Management LLC increased its position in shares of Equifax by 8.9% during the 2nd quarter. Lazard Asset Management LLC now owns 1,726,990 shares of the credit services provider’s stock valued at $447,928,000 after purchasing an additional 140,427 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of Equifax during the 2nd quarter valued at about $334,521,000. Institutional investors own 96.20% of the company’s stock.

Equifax Stock Up 2.4%

NYSE EFX opened at $195.52 on Friday. Equifax, Inc. has a 1 year low of $166.02 and a 1 year high of $281.03. The stock has a market capitalization of $23.93 billion, a PE ratio of 36.75, a PEG ratio of 2.03 and a beta of 1.55. The company has a debt-to-equity ratio of 0.88, a current ratio of 0.60 and a quick ratio of 0.74. The business’s 50-day moving average is $212.79 and its 200 day moving average is $227.50.

Equifax (NYSE:EFX) last released its quarterly earnings data on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share for the quarter, topping the consensus estimate of $2.05 by $0.04. Equifax had a return on equity of 19.27% and a net margin of 10.87%.The business had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.53 billion. During the same quarter last year, the business posted $2.12 EPS. The business’s revenue was up 9.3% on a year-over-year basis. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. Sell-side analysts forecast that Equifax, Inc. will post 7.58 earnings per share for the current year.

Analyst Upgrades and Downgrades

EFX has been the subject of several research reports. Needham & Company LLC cut their target price on Equifax from $295.00 to $265.00 and set a “buy” rating for the company in a research note on Thursday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Equifax in a research note on Monday, December 29th. Robert W. Baird set a $250.00 target price on shares of Equifax in a research report on Thursday. The Goldman Sachs Group set a $208.00 price target on shares of Equifax in a research report on Friday. Finally, Wells Fargo & Company decreased their price objective on Equifax from $265.00 to $240.00 and set an “overweight” rating on the stock in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $240.33.

Trending Headlines about Equifax

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Q4 beat and constructive guidance: Equifax reported a Q4 beat on revenue and EPS, and set FY2026 guidance (EPS 8.30–8.70) and Q1 guidance that signal continued top-line growth — a primary reason investors are bidding the stock up. Read More.
• Positive Sentiment: AI expansion and government segment momentum: Management highlighted AI-powered product expansion and a rebound in the government business, which supports longer-term revenue upside and premium valuation expectations. Read More.
• Positive Sentiment: VantageScore traction and partnerships: Execs noted VantageScore adoption gains and a new partnership (Gen + Equifax) to broaden consumer financial solutions — both support recurring data/licensing growth. Read More. | Read More.
• Neutral Sentiment: Analysts still bullish despite cuts: Several firms cut price targets after the quarter but maintained Buy/Overweight/Outperform ratings (JPM, RBC, Wells, Needham, Morgan Stanley), leaving meaningful upside in consensus PTs even after downgrades. These mixed signals can mute momentum but keep analyst support. Read More.
• Negative Sentiment: Regulatory/media scrutiny: A New York Times piece highlights senators accusing Equifax of “price‑gouging” on Medicaid services — elevated regulatory and political risk that could pressure valuation or lead to contract/price scrutiny in public-sector work. Read More.

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.