Equifax (EFX) CEO Mark W Begor Sells $6.9M of Stock

By TradeTexts Research Desk Oct 27, 2026, 5:01 PM EDT

Key Points

Mark W Begor, the CEO of Equifax, sold 37,792 shares at an average price of $182.80 on October 23, 2026.
After this sale, Begor holds 289,922 shares, cutting his stake by about 11.53%.
As of October 27, 2026, Equifax's stock was recently trading around $175.71, about 3.6% below its closing price of $182.36 on the day of the sale.

Since the trade, $EFX is down 3.7% to date (from the $182.36 close on Oct 23, 2026).

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Mark W Begor, the CEO of Equifax Inc. (NYSE: EFX), sold 37,792 shares on October 23, 2026, for about $6.91 million. This transaction was reported in a Form 4 filing with the SEC. The sale occurred at an average price of $182.80, while the stock closed at $182.36 on the same day.

Begor's sale reduced his holdings by about 11.53%, leaving him with 289,922 shares. This sale was part of a planned transaction, indicating it was likely arranged ahead of time.

EFX Equifax Inc.

$175.63 -17.20% year to date

Daily close · Oct 27, 2026

Other Institutional Activity in Equifax Inc.

Several other institutional investors have adjusted their positions in Equifax recently. Harris Associates L.P. trimmed its stake by 82,070 shares, ending with 7,447,263 shares valued at approximately $1.31 billion. In contrast, Capital International Investors increased its holdings by 1,510,145 shares, bringing its total to 5,187,147 shares worth about $911.4 million. Soroban Capital Partners LP also raised its position by 226,382 shares, now holding 4,410,883 shares valued at around $775 million. Meanwhile, Massachusetts Financial Services Co. cut its stake by 830,486 shares, resulting in 3,869,490 shares worth about $679.9 million.

Equifax Inc. Stock Down 1.6%

Equifax shares recently traded around $175.71 as of October 27, 2026, which is about 3.6% below the closing price of $182.36 on the day of Begor's sale. The stock is currently below its 50-day moving average of $166.91 and significantly below its 52-week high of $228.67, sitting about 23.2% lower.

Recent Earnings

Equifax reported trailing twelve-month revenue of approximately $6.59 billion, with a year-over-year revenue growth of 9.6%. The company has a net margin of 11.3% and a return on equity of 15.4%. Its next earnings report is scheduled for February 3, 2027.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

D- 34/100

Reported Apr 21, 2026

Forward outlook
3 target cuts vs 0 raises.
EPS & revenue
EPS beat estimates by 8.3%. Revenue beat estimates by 1.0%.
Profit surprise
EBITDA met by 2 percent. Operating income met by 1 percent.
Pre-earnings setup
Expectations were about average.
Analyst signal
3 target cuts.
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.

Insider Buying and Selling at Equifax Inc.

In addition to Begor's recent sale, John W Gamble Jr., the Chief Operating Officer, sold 4,500 shares on September 3, 2026, at an average price of $187.96, totaling about $845,820. Earlier, on May 1, 2026, he sold 3,500 shares at $176.54, valued at approximately $617,890. Chad M Borton, another officer, sold 2,455 shares on May 7, 2026, at $173.89, worth around $426,900.

Analysts Set New Price Targets

On October 19, 2026, Mizuho maintained an Outperform rating on Equifax with a target price of $185, down from $210. BMO Capital also maintained its Market Perform rating and lifted its target to $175 from $160 on October 21, 2026. Stifel kept its Buy rating with a target of $217, lowered from $235 on the same day. Needham also maintained a Buy rating, increasing its target to $210 from $190. Additionally, Argus Research upgraded Equifax to a Buy rating on October 22, 2026.

About Equifax Inc.

Equifax Inc. operates as a data, analytics, and technology company. It provides services through three segments: Workforce Solutions, U.S. Information Solutions, and International. The company's work is essential for businesses needing credit and identity verification services, making its performance relevant in the financial sector.

Bottom Line

Mark W Begor's recent sale is notable as it reflects a planned move that slightly reduces his stake in Equifax. Investors should watch for the company's upcoming earnings report on February 3, 2027, and any further insider activity that might indicate management's confidence in the stock's future performance.