Generation Investment Management LLP Purchases Shares of 1,832,583 Equifax, Inc. $EFX

Generation Investment Management LLP purchased a new stake in shares of Equifax, Inc. (NYSE:EFX) in the second quarter, according to the company in its most recent filing with the SEC. The firm purchased 1,832,583 shares of the credit services provider’s stock, valued at approximately $290,868,000. Equifax comprises approximately 2.8% of Generation Investment Management LLP’s portfolio, making the stock its 13th biggest position.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Cullen Frost Bankers Inc. purchased a new stake in Equifax in the fourth quarter valued at approximately $25,000. Ameriflex Group Inc. grew its stake in Equifax by 612.5% in the 4th quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock worth $25,000 after buying an additional 98 shares in the last quarter. Reflection Asset Management bought a new position in shares of Equifax in the 4th quarter worth $26,000. Kemnay Advisory Services Inc. bought a new position in shares of Equifax in the 4th quarter worth $26,000. Finally, Clearstead Trust LLC purchased a new stake in shares of Equifax during the 2nd quarter valued at $28,000. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Equifax Price Performance

Shares of Equifax stock opened at $192.64 on Thursday. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.60 and a current ratio of 0.60. Equifax, Inc. has a 52-week low of $150.74 and a 52-week high of $271.84. The company has a fifty day moving average of $170.91 and a 200-day moving average of $178.08. The stock has a market capitalization of $22.63 billion, a price-to-earnings ratio of 33.86, a price-to-earnings-growth ratio of 1.46 and a beta of 1.30.

Equifax (NYSE:EFX) last issued its earnings results on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, topping analysts’ consensus estimates of $2.20 by $0.05. The company had revenue of $1.70 billion for the quarter, compared to analysts’ expectations of $1.70 billion. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The firm’s revenue was up 10.6% compared to the same quarter last year. During the same quarter last year, the company earned $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. Equities research analysts expect that Equifax, Inc. will post 8.57 EPS for the current year.

Equifax Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be issued a dividend of $0.56 per share. The ex-dividend date is Monday, August 31st. This represents a $2.24 annualized dividend and a yield of 1.2%. Equifax’s dividend payout ratio is currently 39.37%.

Insider Transactions at Equifax

In related news, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction that occurred 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 directly owned 271,890 shares in the company, valued at $46,808,582.40. This trade represents a 12.20% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. Rothschild & Co Redburn dropped their price objective on shares of Equifax from $226.00 to $214.00 in a report on Friday, May 8th. Jefferies Financial Group reduced their target price on Equifax from $220.00 to $200.00 and set a “buy” rating on the stock in a research note on Friday, April 24th. Bank of America lowered their price target on Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a research report on Tuesday, May 19th. Royal Bank Of Canada dropped their price target on Equifax from $222.00 to $194.00 and set an “outperform” rating for the company in a research note on Wednesday, July 22nd. Finally, Morgan Stanley cut their price objective on Equifax from $243.00 to $225.00 and set an “overweight” rating for the company in a report on Wednesday, July 22nd. Thirteen research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $215.79.

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.