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Equifax

EFX · NYSE · Services-Consumer Credit Reporting, Collection Agencies
Insider buys (12 months)
$465K
Insider sales (12 months)
$32.8M
8-K reports (12 months)
8
Tracked investors holding
2

At a glance

Equifax reported 2025 revenue of $6.07B, up 6.9% from $5.68B in 2024. Over 4 years since 2021 ($4.92B), that is growth of about 5.4% a year. Operating margin was 18%, down from 23.1% in 2021. 2025 was the highest revenue year in this period.

In the last 12 months 5 insiders reported 1 open-market purchase ($465K) and 11 sales ($32.8M). All of the sales were made under pre-arranged 10b5-1 trading plans. The largest was a sale of $7.6M by CEO Mark W Begor on Feb 12, 2026. Net, insiders were sellers of $32.3M.

Equifax filed 8 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), other events (1), bylaws or fiscal year change (1) and shareholder vote results (1). It reported a material agreement or a completed acquisition or disposal 1 time.

2 of the 20 investors tracked here held Equifax at the last quarter end, worth $8.1M combined. It is the largest weight for Renaissance Technologies (0% of its portfolio), followed by National Pension Service (Korea) (0%). New this quarter: Renaissance Technologies. Reduced: National Pension Service (Korea).

Annual results

2021
Revenue $4.92B
Op. $1.14B
2022
Revenue $5.12B
Op. $1.06B
2023
Revenue $5.27B
Op. $933.6M
2024
Revenue $5.68B
Op. $1.04B
2025
Revenue $6.07B
Op. $1.1B
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year20212022202320242025
Net income$744.2M$696.2M$545.3M$604.1M$660.3M
Diluted EPS$6.02$5.65$4.40$4.84$5.32
Dividend per share$1.56$1.56$1.56$1.56$1.89

Fiscal year ends Dec 31 · incorporated in GA

Tracked investors holding (13F)

Renaissance TechnologiesNew$5.8M · 0.0% · held 4 quarters
National Pension Service (Korea)Reduced$2.3M · 0.0% · held 7 quarters

Weight is the share of each investor's portfolio, as of the quarter end.

Current reports (8-K, last 12 months)

Insider open-market trades (last 12 months)

Source: SEC EDGAR. How figures are combined