NYSE · Finance

EQUIFAX INC EFX

Equifax Inc. operates as a data, analytics, and technology company. The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International.

Finance: Consumer Services

Company profile

Business mix

  • The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International.
  • The Workforce Solutions segment offers services that enables customers to verify income, employment, educational history, criminal justice data, healthcare professional licensure, and sanctions of people in the United States.
  • The International segment offers information service products, which include consumer and commercial services comprising credit and financial information, and credit scoring and modeling.
  • The company also provides information solutions for businesses, governments and consumers; and human resources business process automation and outsourcing services for employers.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in consulting services?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 30.29 FCF 5.56% Buyback 1.56%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 1.8% $1.4B 2026-03-31
Soroban Capital Partners Eric Mandelblatt 1.5% $753.5M 2026-03-31
Weitz Investment Management Wallace Weitz 2.4% $33.8M 2026-03-31
Markel Group Tom Gayner 0.1% $13.1M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 3 Last 3 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $1.2B Estimated from net added shares
Reduction amount $74.1M Estimated from net reduced shares
Net share change / base shares +111.3% +6,308,272 / 5,665,868
Oakmark / Harris Associates Bill Nygren 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 14.2% 13F value change +$171.7M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 29.5% 13F value change +$143.2M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.4% 13F value change -$284.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 5,107,787 Last 3 periods +2,421,329 (+47.4%) Total shares 7,529,116 Value $1.4B
Valley Forge Capital Management Dev Kantesaria 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 1.6% 13F value change -$5.2M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$31.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 144,000 Last 3 periods -144,000 (-100.0%) Total shares 0 Value $0
Soroban Capital Partners Eric Mandelblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$261.5M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 310.5% 13F value change +$492.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +4,184,569 (New) Total shares 4,184,569 Value $753.5M
Weitz Investment Management Wallace Weitz 3 filing periods
13F 2025-09-30 Filed 2025-11-10
Minor increase Shares 2.0% 13F value change +$492,858
13F 2025-12-31 Filed 2026-02-12
Minor increase Shares 0.1% 13F value change -$8.4M
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -12.7% 13F value change -$12.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 210,350 Last 3 periods -22,745 (-10.8%) Total shares 187,605 Value $33.8M
Markel Group Tom Gayner 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-01
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 72,850 Last 3 periods +0 (0.0%) Total shares 72,850 Value $13.1M
Mar Vista Investment Partners 3 filing periods
13F 2025-06-30 Filed 2025-08-11
Minor reduction Shares -2.7% 13F value change +$1.1M
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -46.1% 13F value change -$15.4M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$17.6M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 130,881 Last 3 periods -130,881 (-100.0%) Total shares 0 Value $0
Fundsmith Terry Smith 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$57.4M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$57.4M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.