Equifax
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
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| 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)
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