SG Americas Securities LLC Grows Stock Position in Equifax, Inc. $EFX

SG Americas Securities LLC grew its position in shares of Equifax, Inc. (NYSE:EFX) by 359.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 61,817 shares of the credit services provider’s stock after purchasing an additional 48,364 shares during the quarter. SG Americas Securities LLC’s holdings in Equifax were worth $13,413,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in EFX. True Wealth Design LLC increased its holdings in Equifax by 64.4% in the 4th quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock worth $32,000 after acquiring an additional 58 shares during the last quarter. Caldwell Trust Co purchased a new stake in Equifax during the second quarter valued at about $33,000. Spire Wealth Management lifted its holdings in Equifax by 82.9% during the third quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock valued at $33,000 after purchasing an additional 58 shares during the last quarter. Caitong International Asset Management Co. Ltd bought a new position in Equifax during the third quarter worth about $34,000. Finally, State of Wyoming bought a new position in Equifax during the second quarter worth about $34,000. Institutional investors own 96.20% of the company’s stock.

Wall Street Analyst Weigh In

EFX has been the topic of several research reports. Argus raised shares of Equifax to a “hold” rating in a research report on Monday, March 2nd. The Goldman Sachs Group cut their price objective on shares of Equifax from $235.00 to $208.00 and set a “neutral” rating for the company in a report on Friday, February 6th. Robert W. Baird set a $250.00 target price on shares of Equifax in a report on Thursday, February 5th. Stifel Nicolaus dropped their target price on Equifax from $253.00 to $235.00 and set a “buy” rating on the stock in a research report on Thursday, February 5th. Finally, Oppenheimer cut their price target on Equifax from $271.00 to $266.00 and set an “outperform” rating for the company in a report on Monday, January 12th. Eleven equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, Equifax presently has an average rating of “Moderate Buy” and an average price target of $238.57.

Equifax Price Performance

Shares of NYSE:EFX opened at $171.62 on Friday. The company has a 50 day moving average of $195.30 and a 200 day moving average of $214.56. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.88. The stock has a market cap of $20.70 billion, a P/E ratio of 32.26, a P/E/G ratio of 1.27 and a beta of 1.55. Equifax, Inc. has a 12 month low of $166.02 and a 12 month high of $281.03.

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

Equifax Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were given a $0.56 dividend. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.3%. This is a boost from Equifax’s previous quarterly dividend of $0.50. The ex-dividend date was Monday, March 9th. Equifax’s dividend payout ratio (DPR) is 42.11%.

Insider Activity at Equifax

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction dated 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 sale, the chief executive officer owned 230,506 shares of the company’s stock, valued at $46,536,856.34. This trade represents a 14.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP John W. Gamble, Jr. sold 4,500 shares of Equifax stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $195.72, for a total value of $880,740.00. Following the sale, the executive vice president owned 58,921 shares of the company’s stock, valued at approximately $11,532,018.12. This trade represents a 7.10% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 49,671 shares of company stock valued at $9,960,181. Company insiders own 1.40% of the company’s stock.

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.