Daiichi Life Insurance Co. Ltd. Acquires Shares of 3,886 Equifax, Inc. $EFX

by · The Markets Daily

Daiichi Life Insurance Co. Ltd. acquired a new position in shares of Equifax, Inc. (NYSE:EFXFree Report) in the second quarter, according to its most recent disclosure with the SEC. The firm acquired 3,886 shares of the credit services provider’s stock, valued at approximately $617,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. BlackRock Inc. acquired a new position in shares of Equifax in the second quarter valued at approximately $1,491,357,000. Soroban Capital Partners LP lifted its holdings in shares of Equifax by 310.5% during the first quarter. Soroban Capital Partners LP now owns 4,184,569 shares of the credit services provider’s stock worth $753,515,000 after purchasing an additional 3,165,120 shares during the period. Generation Investment Management LLP acquired a new stake in shares of Equifax during the second quarter worth $290,868,000. Norges Bank purchased a new position in Equifax in the 4th quarter valued at $275,635,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in Equifax in the 2nd quarter valued at $174,843,000. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $172.16, for a total transaction of $6,506,098.56. Following the sale, the chief executive officer owned 271,890 shares of the company’s stock, valued at approximately $46,808,582.40. The trade was a 12.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.70% of the company’s stock.

Equifax Trading Up 1.0%

Shares of EFX stock opened at $194.54 on Tuesday. The business’s fifty day moving average price is $172.75 and its 200 day moving average price is $178.11. The firm has a market capitalization of $22.86 billion, a PE ratio of 34.19, a P/E/G ratio of 1.55 and a beta of 1.30. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.60 and a quick ratio of 0.60. Equifax, Inc. has a 1-year low of $150.74 and a 1-year high of $271.84.

Equifax (NYSE:EFXGet Free Report) last released its earnings results on Tuesday, July 21st. The credit services provider reported $2.25 EPS for the quarter, beating analysts’ consensus estimates of $2.20 by $0.05. The company had revenue of $1.70 billion during the quarter, compared to the consensus estimate of $1.70 billion. Equifax had a return on equity of 21.61% and a net margin of 10.73%.Equifax’s quarterly revenue was up 10.6% compared to the same quarter last year. During the same quarter last year, the company earned $2.00 earnings per share. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. As a group, sell-side analysts forecast that Equifax, Inc. will post 8.57 EPS for the current fiscal year.

Equifax Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be paid a $0.56 dividend. The ex-dividend date is Monday, August 31st. This represents a $2.24 annualized dividend and a dividend yield of 1.2%. Equifax’s dividend payout ratio (DPR) is 39.37%.

Analysts Set New Price Targets

EFX has been the subject of a number of analyst reports. Barclays cut their price objective on shares of Equifax from $215.00 to $200.00 and set an “equal weight” rating for the company in a research report on Wednesday, July 22nd. Robert W. Baird lowered their target price on shares of Equifax from $245.00 to $232.00 and set an “outperform” rating on the stock in a report on Wednesday, July 22nd. Bank of America dropped their price target on shares of Equifax from $250.00 to $225.00 and set a “buy” rating on the stock in a research note on Tuesday, May 19th. Mizuho cut their price target on shares of Equifax from $222.00 to $210.00 and set an “outperform” rating for the company in a report on Thursday, July 2nd. Finally, Deutsche Bank Aktiengesellschaft set a $208.00 price objective on shares of Equifax in a research report on Wednesday, July 22nd. Fourteen research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $216.89.

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About Equifax

(Free Report)

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.

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