Trinity Street Asset Management LLP Purchases 33,397 Shares of Equifax, Inc. $EFX

Trinity Street Asset Management LLP increased its holdings in shares of Equifax, Inc. (NYSE:EFX) by 30.8% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 141,803 shares of the credit services provider’s stock after acquiring an additional 33,397 shares during the quarter. Equifax makes up 1.8% of Trinity Street Asset Management LLP’s portfolio, making the stock its 15th biggest position. Trinity Street Asset Management LLP’s holdings in Equifax were worth $25,534,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Cullen Frost Bankers Inc. acquired a new position in Equifax in the fourth quarter valued at about $25,000. Ameriflex Group Inc. raised its position in shares of Equifax by 612.5% during the fourth quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock worth $25,000 after purchasing an additional 98 shares during the period. Reflection Asset Management acquired a new stake in shares of Equifax during the fourth quarter worth about $26,000. Kemnay Advisory Services Inc. bought a new position in shares of Equifax during the 4th quarter valued at about $26,000. Finally, Lodestone Wealth Management LLC acquired a new position in shares of Equifax in the 4th quarter valued at approximately $29,000. 96.20% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction on Friday, April 24th. The shares were sold at an average price of $172.40, for a total value of $6,515,168.40. Following the sale, the chief executive officer directly owned 271,730 shares in the company, valued at approximately $46,846,252. The trade was a 12.21% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of Equifax stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total transaction of $426,899.95. Following the completion of the sale, the executive vice president owned 29,518 shares in the company, valued at $5,132,885.02. The trade was a 7.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of analysts recently issued reports on the company. Jefferies Financial Group lowered their target price on Equifax from $240.00 to $220.00 and set a “buy” rating for the company in a research note on Friday, April 17th. Mizuho initiated coverage on shares of Equifax in a research note on Thursday, April 16th. They issued an “outperform” rating and a $222.00 price target on the stock. Weiss Ratings reiterated a “hold (c-)” rating on shares of Equifax in a report on Thursday, June 18th. The Goldman Sachs Group reissued a “neutral” rating and set a $173.00 price objective on shares of Equifax in a research report on Friday. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $265.00 price objective on shares of Equifax in a research report on Wednesday, April 22nd. Thirteen 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.com, Equifax presently has an average rating of “Moderate Buy” and an average target price of $223.78.

Equifax Stock Up 0.1%

NYSE:EFX opened at $158.71 on Wednesday. The stock has a 50-day simple moving average of $166.56 and a 200 day simple moving average of $188.49. Equifax, Inc. has a 52-week low of $150.74 and a 52-week high of $275.91. The company has a market cap of $18.90 billion, a PE ratio of 27.94, a PEG ratio of 1.17 and a beta of 1.32. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.61 and a current ratio of 0.61.

Equifax (NYSE:EFX) last released its earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, beating the consensus estimate of $1.69 by $0.17. The firm had revenue of $1.65 billion for the quarter, compared to analysts’ expectations of $1.61 billion. Equifax had a return on equity of 20.41% and a net margin of 11.12%.During the same quarter in the previous year, the business posted $1.53 EPS. The business’s quarterly revenue was up 14.3% compared to the same quarter last year. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. On average, sell-side analysts expect that Equifax, Inc. will post 8.57 EPS for the current fiscal year.

Equifax Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, May 22nd were issued a dividend of $0.56 per share. The ex-dividend date was Friday, May 22nd. This represents a $2.24 annualized dividend and a yield of 1.4%. Equifax’s dividend payout ratio is presently 39.44%.

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.