Swiss National Bank Has $91.86 Million Stock Holdings in Equifax, Inc. $EFX

Swiss National Bank decreased its stake in Equifax, Inc. (NYSE:EFX) by 5.2% in the 3rd quarter, Holdings Channel.com reports. The firm owned 358,100 shares of the credit services provider’s stock after selling 19,600 shares during the quarter. Swiss National Bank’s holdings in Equifax were worth $91,863,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of EFX. Cary Street Partners Investment Advisory LLC boosted its holdings in shares of Equifax by 12.5% during the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 458 shares of the credit services provider’s stock valued at $117,000 after acquiring an additional 51 shares in the last quarter. HighPoint Advisor Group LLC raised its holdings in Equifax by 2.8% in the 3rd quarter. HighPoint Advisor Group LLC now owns 1,971 shares of the credit services provider’s stock valued at $506,000 after buying an additional 53 shares during the last quarter. Heritage Family Offices LLP boosted its position in Equifax by 2.8% during the 3rd quarter. Heritage Family Offices LLP now owns 2,126 shares of the credit services provider’s stock worth $545,000 after buying an additional 57 shares during the period. Spire Wealth Management grew its holdings in Equifax by 82.9% during the 3rd quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock worth $33,000 after acquiring an additional 58 shares during the last quarter. Finally, Geneos Wealth Management Inc. grew its holdings in Equifax by 16.9% during the 2nd quarter. Geneos Wealth Management Inc. now owns 401 shares of the credit services provider’s stock worth $104,000 after acquiring an additional 58 shares during the last quarter. Institutional investors own 96.20% of the company’s stock.

Analyst Ratings Changes

EFX has been the topic of a number of recent research reports. Needham & Company LLC cut their price target on shares of Equifax from $295.00 to $265.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. UBS Group set a $230.00 price target on Equifax in a research report on Thursday, February 5th. Royal Bank Of Canada set a $220.00 price objective on Equifax in a research report on Thursday, February 5th. Robert W. Baird set a $250.00 price objective on Equifax in a research note on Thursday, February 5th. Finally, Morgan Stanley decreased their target price on shares of Equifax from $269.00 to $244.00 and set an “overweight” rating for the company in a research report on Wednesday, February 4th. Eleven equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, Equifax currently has an average rating of “Moderate Buy” and an average target price of $240.33.

Equifax Price Performance

Shares of EFX opened at $196.09 on Wednesday. The firm has a market cap of $23.58 billion, a PE ratio of 36.86, a price-to-earnings-growth ratio of 1.51 and a beta of 1.55. Equifax, Inc. has a 52-week low of $166.02 and a 52-week high of $281.03. The business’s 50 day moving average price is $205.22 and its two-hundred day moving average price is $220.34. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.60 and a current ratio of 0.60.

Equifax (NYSE:EFX) last announced its quarterly earnings data on Wednesday, February 4th. The credit services provider reported $2.09 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 company had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.53 billion. During the same quarter last year, the firm posted $2.12 EPS. The company’s quarterly 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. On average, equities analysts anticipate that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be given a dividend of $0.56 per share. This is a boost from Equifax’s previous quarterly dividend of $0.50. The ex-dividend date of this dividend is Monday, March 9th. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.1%. Equifax’s payout ratio is currently 42.11%.

Insider Activity

In related news, EVP Jamil Farshchi sold 1,167 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $199.87, for a total value of $233,248.29. Following the completion of the sale, the executive vice president directly owned 39,869 shares of the company’s stock, valued at $7,968,617.03. The trade was a 2.84% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Mark W. Begor sold 37,791 shares of the company’s 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 transaction, the chief executive officer directly owned 230,506 shares in the company, valued at approximately $46,536,856.34. This trade represents a 14.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 49,671 shares of company stock worth $9,960,181 in the last three months. Company insiders own 1.40% of the company’s stock.

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.