TimesSquare Capital Management LLC Has $30.47 Million Stock Position in Equifax, Inc. $EFX

TimesSquare Capital Management LLC reduced its stake in Equifax, Inc. (NYSE:EFX) by 4.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 118,778 shares of the credit services provider’s stock after selling 5,490 shares during the period. TimesSquare Capital Management LLC owned approximately 0.10% of Equifax worth $30,470,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also bought and sold shares of EFX. HighTower Advisors LLC raised its stake in Equifax by 6.8% during the third quarter. HighTower Advisors LLC now owns 59,682 shares of the credit services provider’s stock worth $15,311,000 after acquiring an additional 3,776 shares in the last quarter. Wulff Hansen & CO. bought a new position in Equifax during the 3rd quarter valued at about $207,000. Assetmark Inc. boosted its position in Equifax by 99.0% in the third quarter. Assetmark Inc. now owns 17,372 shares of the credit services provider’s stock valued at $4,457,000 after buying an additional 8,642 shares in the last quarter. Public Sector Pension Investment Board grew its stake in Equifax by 13.6% during the third quarter. Public Sector Pension Investment Board now owns 10,679 shares of the credit services provider’s stock worth $2,739,000 after buying an additional 1,282 shares during the last quarter. Finally, Atria Investments Inc increased its holdings in shares of Equifax by 12.3% during the third quarter. Atria Investments Inc now owns 17,648 shares of the credit services provider’s stock worth $4,527,000 after buying an additional 1,928 shares in the last quarter. Institutional investors and hedge funds own 96.20% of the company’s stock.

Equifax Stock Up 2.4%

Shares of NYSE EFX opened at $192.64 on Friday. Equifax, Inc. has a 1 year low of $166.02 and a 1 year high of $281.03. The firm’s 50-day moving average is $211.39 and its 200-day moving average is $225.78. The company has a current ratio of 0.60, a quick ratio of 0.74 and a debt-to-equity ratio of 0.88. The firm has a market capitalization of $23.58 billion, a PE ratio of 36.21, a price-to-earnings-growth ratio of 1.70 and a beta of 1.55.

Equifax (NYSE:EFX) last posted its quarterly earnings results on Wednesday, February 4th. The credit services provider reported $2.09 earnings per share for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $1.53 billion. During the same period in the previous year, the firm posted $2.12 earnings per share. Equifax’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. Equities analysts expect that Equifax, Inc. will post 7.58 EPS for the current year.

Analyst Ratings Changes

A number of equities analysts have commented on EFX shares. Needham & Company LLC reduced their price objective on Equifax from $295.00 to $265.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. The Goldman Sachs Group reduced their price target on shares of Equifax from $235.00 to $208.00 and set a “neutral” rating on the stock in a research report on Friday, February 6th. Morgan Stanley lowered their price objective 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. JPMorgan Chase & Co. reduced their target price on shares of Equifax from $260.00 to $230.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. Finally, Barclays decreased their price target on shares of Equifax from $240.00 to $215.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, Equifax currently has a consensus rating of “Moderate Buy” and a consensus target price of $240.33.

Insider Buying and Selling at Equifax

In other news, EVP Jamil Farshchi sold 6,213 shares of the business’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $195.81, for a total transaction of $1,216,567.53. Following the completion of the transaction, the executive vice president directly owned 41,036 shares in the company, valued at approximately $8,035,259.16. The trade was a 13.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Mark W. Begor sold 37,791 shares of the stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $201.89, for a total transaction of $7,629,624.99. Following the completion of the sale, the chief executive officer owned 230,506 shares in the company, valued at $46,536,856.34. This represents a 14.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 45,171 shares of company stock worth $9,079,441 over the last 90 days. 1.40% of the stock is owned by corporate insiders.

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.