CANTILLON CAPITAL MANAGEMENT LLC has added 67,381 shares of $EFX to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $EFX.
EQUIFAX Hedge Fund Activity
We have seen 430 institutional investors add shares of EQUIFAX stock to their portfolio, and 428 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 3,995,916 shares (-38.3%) from their portfolio in Q4 2025, for an estimated $867,033,853
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 3,145,659 shares (-74.6%) from their portfolio in Q4 2025, for an estimated $682,545,089
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,741,584 shares (-29.2%) from their portfolio in Q4 2025, for an estimated $377,888,896
- HARRIS ASSOCIATES L P added 1,723,439 shares (+29.5%) to their portfolio in Q4 2025, for an estimated $373,951,794
- PARNASSUS INVESTMENTS, LLC removed 1,654,544 shares (-94.4%) from their portfolio in Q4 2025, for an estimated $359,002,957
- FMR LLC removed 1,579,807 shares (-87.0%) from their portfolio in Q4 2025, for an estimated $342,786,522
- GENERATION INVESTMENT MANAGEMENT LLP removed 1,164,793 shares (-42.6%) from their portfolio in Q4 2025, for an estimated $252,736,785
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.
EQUIFAX Insider Trading Activity
EQUIFAX insiders have traded $EFX stock on the open market 22 times in the past 6 months. Of those trades, 1 have been purchases and 21 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 15 sales selling 75,582 shares for an estimated $14,144,730.
- JOHN W JR GAMBLE (EVP, CFO & COO) has made 0 purchases and 3 sales selling 10,500 shares for an estimated $2,019,555.
- JAMIL FARSHCHI (EVP, Chief Technology Officer) has made 0 purchases and 2 sales selling 7,380 shares for an estimated $1,449,815.
- CHAD M BORTON (EVP, Pres Workforce Solutions) sold 2,535 shares for an estimated $485,452
- CECILIA MAO (EVP, Chief Product Officer) purchased 2,400 shares for an estimated $464,928
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.
EQUIFAX Government Contracts
We have seen $32,503,936 of award payments to $EFX over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- CALL ORDER AGAINST BPA 28321322A0004007 FOR THE ONLINE WAGE VERIFICATION SERVICES. PERIOD OF PERFORMANCE 09...: $11,972,785
- TO FUND OPTION PERIOD 3 FOR BPA CALL AGAINST SET UP 28321322A0004007 FOR THE ONLINE WAGE VERIFICATION SERVI...: $6,993,423
- EMPLOYMENT VERIFICATION SERVICES: $2,369,815
- EMPLOYMENT VERIFICATION (EV) AND UNEMPLOYMENT CLAIMS (UC) SERVICES FOR THE HUMAN RESOURCES DIRECTORATE (HRD...: $258,321
- TASK ORDER FOR EQUIFAX WORKFORCE SOLUTION SERVICES AGAINST TALX CORPORATION GSA CONTRACT NUMBER GS-02F-0235...: $177,957
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
EQUIFAX Congressional Stock Trading
Members of Congress have traded $EFX stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $EFX stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 03/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
EQUIFAX Price Targets
Multiple analysts have issued price targets for $EFX recently. We have seen 13 analysts offer price targets for $EFX in the last 6 months, with a median target of $230.0.
Here are some recent targets:
- Kyle Peterson from Needham set a target price of $265.0 on 04/27/2026
- Kevin Mcveigh from UBS set a target price of $220.0 on 04/23/2026
- Jeffrey Meuler from Baird set a target price of $245.0 on 04/22/2026
- Jason Haas from Wells Fargo set a target price of $230.0 on 04/22/2026
- Sean Kennedy from Mizuho set a target price of $222.0 on 04/16/2026
- George Tong from Goldman Sachs set a target price of $208.0 on 02/09/2026
- Ashish Sabadra from RBC Capital set a target price of $222.0 on 02/05/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $EFX ticker page for more data.
