Coronation Fund Managers 13F: Adds $9.1M to Equifax (EFX) Stake
Key Points
- Coronation Fund Managers boosted its stake in Equifax Inc. by 66,328 shares, valued at approximately $28.1 million, in a filing on October 27, 2026.
- Coronation Fund Managers held 204,539 $EFX shares at quarter end, up 47.99% from the prior quarter.
- The fund's total reported value in Equifax now stands at about $28.1 million, which is 1.6% of its overall portfolio.
- Equifax's stock recently traded around $175.71, which is about equal to its closing price on the filing date.
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On October 27, 2026, Coronation Fund Managers boosted its stake in Equifax Inc. (EFX) by 66,328 shares, bringing its total holdings to 204,539 shares. The increase is valued at about $28.1 million based on the stock's closing price on that day.
EFX
Equifax Inc.
What Changed in Coronation Fund Managers' Equifax Position
Coronation Fund Managers now holds 204,539 shares of Equifax, reflecting a 48.0% increase from its previous position of 138,211 shares. This change is a notable addition to the fund's reported value, which now totals approximately $28.1 million in Equifax stock.
Where Equifax Fits in Coronation Fund Managers' Portfolio
Equifax makes up 1.6% of Coronation's overall portfolio, ranking 18th among the fund's 49 reported positions.
Other Institutional Activity in Equifax
Harris Associates L.P. reduced its holdings by 82,070 shares, ending with 7,447,263 shares worth about $1.31 billion. Capital International Investors increased its stake by 1,510,145 shares, bringing its total to 5,187,147 shares valued at approximately $911.4 million. Soroban Capital Partners LP added 226,382 shares, totaling 4,410,883 shares worth about $775.0 million.
Equifax Inc. Stock Down 1.6%
Equifax's stock closed at $175.71 on October 27, 2026, which is about equal to its recent trading price. The shares are currently above their 50-day moving average by 5.3%, but below the 200-day moving average by 1.2%. The stock is also about 23.2% below its 52-week high of $228.67.
Recent Earnings
Equifax reported trailing twelve-month revenue of approximately $6.59 billion and an EPS of $6.18. The next earnings report is scheduled for February 3, 2027.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
3 target cuts vs 0 raises.
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EPS & revenue
EPS beat estimates by 8.3%. Revenue beat estimates by 1.0%.
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Profit surprise
EBITDA met by 2 percent. Operating income met by 1 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
3 target cuts.
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Earnings quality
Gross margin down 1.0 points. Operating margin up 1.1 points. Positive free cash flow.
Earnings Call Summary
Equifax had a strong first quarter with revenue of $1.649 billion up 14 percent and earnings per share of $1.86 up 22 percent, both ahead of expectations. The big driver was U.S. mortgage revenue which jumped 38 percent, boosted by new Work Number Indicator products and strong mortgage activity in February before interest rates rose. Management is excited about their artificial intelligence driven products and record numbers of pending patents, but they are holding full year guidance steady due to concerns about the Iran conflict and rising interest rates dampening mortgage demand over the rest of the year.
Guidance Equifax reaffirmed its full year 2026 guidance of about $6.745 billion in revenue and $8.54 in earnings per share despite strong first quarter results. Management kept guidance steady because of economic uncertainty tied to the Iran conflict and interest rate volatility, which pressured mortgage volumes in March and April. They still expect mortgage revenue to grow over 20 percent for the full year and diversified markets to grow in the high single digits.
Very weak report. The release materially worsened the forward outlook.
Dividend
Equifax pays an annual dividend of $2.24 per share, which gives it a yield of 1.25% based on recent trading prices. The dividend payout ratio stands at 35.3%.
Insider Buying and Selling at Equifax Inc.
Since May 1, 2026, several insiders have sold shares. John W. Gamble Jr., the Chief Operating Officer, sold 3,500 shares at an average price of $176.54, totaling about $617,890. Chad M. Borton, another officer, sold 2,455 shares at $173.89, valued at approximately $426,900.
Analysts Set New Price Targets
On October 21, 2026, BMO Capital maintained a Market Perform rating with a target of $175.00, while Stifel and Needham both maintained Buy ratings with targets of $217.00 and $210.00, respectively. On October 26, RBC Capital downgraded its rating to Sector Perform with a target of $189.00.
About Equifax Inc.
Equifax Inc. is a data and analytics company based in Atlanta, Georgia. It operates through three main segments: Workforce Solutions, U.S. Information Solutions, and International. The recent boost in Coronation's stake highlights growing interest in Equifax amid its ongoing operations in the analytics and technology sectors.
Bottom Line
Investors will be watching Equifax's performance leading up to its next earnings date on February 3, 2027. Further filings from Coronation Fund Managers may provide additional insights into their investment strategy and confidence in Equifax.
Related Filing Alerts
Source: Coronation Fund Managers's 13F filing on $EFX (Oct 27, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts