Rhumbline Advisers Buys 3,104 Shares of Equifax, Inc. $EFX

Rhumbline Advisers grew its stake in Equifax, Inc. (NYSE:EFX) by 1.3% 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 240,246 shares of the credit services provider’s stock after buying an additional 3,104 shares during the period. Rhumbline Advisers owned approximately 0.20% of Equifax worth $61,630,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. Norges Bank purchased a new position in Equifax in the second quarter worth $334,521,000. Spear Holdings RSC Ltd bought a new stake in Equifax during the third quarter worth about $76,754,000. Vanguard Group Inc. lifted its stake in Equifax by 1.8% during 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 purchasing an additional 258,572 shares during the last quarter. Greenhouse Funds LLLP purchased a new position in shares of Equifax in the 2nd quarter worth about $59,935,000. Finally, 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. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Equifax Stock Performance

NYSE:EFX opened at $188.30 on Friday. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.74 and a current ratio of 0.60. Equifax, Inc. has a fifty-two week low of $166.02 and a fifty-two week high of $281.03. The firm has a market cap of $23.05 billion, a PE ratio of 35.39, a price-to-earnings-growth ratio of 1.74 and a beta of 1.55. The business has a 50 day moving average price of $211.77 and a 200-day moving average price of $226.26.

Equifax (NYSE:EFX) last posted its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 EPS for the quarter, beating analysts’ consensus estimates of $2.05 by $0.04. The company had revenue of $1.55 billion during the quarter, compared to analyst estimates of $1.53 billion. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The firm’s revenue was up 9.3% compared to the same quarter last year. During the same period in the prior year, the business posted $2.12 EPS. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. Equities research analysts predict that Equifax, Inc. will post 7.58 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the company. Oppenheimer dropped their target price on Equifax from $271.00 to $266.00 and set an “outperform” rating for the company in a research report on Monday, January 12th. Needham & Company LLC decreased their price target on shares of Equifax from $295.00 to $265.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. Wells Fargo & Company lowered their price objective on shares of Equifax from $265.00 to $240.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Barclays cut their price objective on shares of Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a research note on Thursday, February 5th. Finally, UBS Group set a $230.00 target price on shares of Equifax in a research report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $240.33.

Insider Transactions at Equifax

In other Equifax news, EVP Jamil Farshchi sold 1,167 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $199.87, for a total transaction of $233,248.29. Following the completion of the transaction, the executive vice president owned 39,869 shares of the company’s stock, valued at $7,968,617.03. This represents a 2.84% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Mark W. Begor sold 37,791 shares of the stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total value of $7,629,624.99. Following the completion of the sale, the chief executive officer owned 230,506 shares of the company’s stock, valued at approximately $46,536,856.34. This trade represents a 14.09% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 45,171 shares of company stock valued at $9,079,441. 1.40% of the stock is currently owned by company insiders.

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.