EQUIFAX INC
At today's price, EQUIFAX INC (EFX) is priced for +21.2% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
Equifax is a data-moat premium: only the growth-DCF reaches the $153.83 price while asset, earnings-power, and peer-multiple frames mark from $46 to $104, the expected fingerprint of a credit and employment-data bureau whose core asset (The Work Number database) sits off the balance sheet. Workforce Solutions is the crown jewel, growing revenue 10% in the first quarter of 2026 with Verification Services up 14% at a 52.3% adjusted EBITDA margin (up from 50.1%), and total company revenue hit a re
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840 institutional managers reported holding EFX in 13F filings for the quarter ended 2026-03-31. 119 opened new positions that quarter. Held by Vanguard Group, BlackRock, Harris Associates (Oakmark), among others. On the short side, 5.8M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (3.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
EFX has cut its share count 1.5% over the past five years, spending $1.20B on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting); the current rate is $1.89 a share annually. Cash returned over the past three years: $589.30M in dividends and $1.20B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at EFX over the trailing three years: 2023: 2 buys totaling $152k; 2024: 1 buy totaling $99k. 25 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
EFX's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-26 | -9.0% | -11.2% |
| 2023-10-24 | -1.5% | +45.9% |
| 2024-02-23 | -0.4% | -16.0% |
| 2024-04-23 | -8.8% | +5.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
EFX's latest 8-K filings: 2026-06-16 (items 5.03, 9.01); 2026-05-13 (items 5.07); 2026-04-24 (items 1.01, 2.03, 9.01); 2026-04-21 (items 2.02, 9.01); 2026-02-04 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.