Equifax (NYSE: EFX) reported third-quarter 2026 revenue of $1.6925 billion, up 10% from a year earlier, while net income attributable to Equifax increased 32% to $211.7 million. Diluted EPS was $1.79, up 39% from $1.29 in the prior-year quarter.
The company reduced its full-year 2026 reported revenue guidance range to $6.646 billion to $6.676 billion, citing a weaker U.S. mortgage market during the latter half of the third quarter and expected through year-end.
- Workforce Solutions revenue rose 7% to $693.9 million.
- U.S. Information Solutions revenue increased 13% to $599.1 million.
- International revenue grew 9% on a reported basis to $399.5 million.
- Equifax returned $158 million to shareholders, including $92 million of share repurchases and $66 million in quarterly dividends.
- Fourth-quarter reported revenue guidance is $1.605 billion to $1.635 billion.
$EFX Insider Trading Activity
$EFX insiders have traded $EFX stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $EFX stock by insiders over the last 6 months:
- MARK W BEGOR (CEO) has made 0 purchases and 12 sales selling 75,582 shares for an estimated $13,021,464.
- JOHN W JR GAMBLE (EVP, CFO & COO) has made 0 purchases and 2 sales selling 8,000 shares for an estimated $1,463,710.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$EFX Hedge Fund Activity
We have seen 337 institutional investors add shares of $EFX stock to their portfolio, and 479 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CANTILLON CAPITAL MANAGEMENT LLC removed 1,791,379 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $284,327,674
- VAN ECK ASSOCIATES CORP removed 1,565,290 shares (-97.8%) from their portfolio in Q2 2026, for an estimated $248,442,828
- CAPITAL INTERNATIONAL INVESTORS added 1,510,205 shares (+41.1%) to their portfolio in Q2 2026, for an estimated $239,699,737
- EGERTON CAPITAL (UK) LLP added 1,481,188 shares (+inf%) to their portfolio in Q2 2026, for an estimated $235,094,159
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 983,836 shares (+inf%) to their portfolio in Q2 2026, for an estimated $156,154,449
- BANK OF AMERICA CORP /DE/ removed 927,926 shares (-44.0%) from their portfolio in Q2 2026, for an estimated $147,280,414
- AQR CAPITAL MANAGEMENT LLC added 905,167 shares (+51.3%) to their portfolio in Q2 2026, for an estimated $143,668,106
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
