EFX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 33.2 | P/B | 5.77 |
| EPS (TTM) | 5.32 | Dividend | 1.30% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 9.5M | 0.0% | −5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 7.8M | n/a | n/a |
| HARRIS ASSOCIATES L P | 7.5M | 1.8% | −0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.3M | n/a | n/a |
| State Street | 5.0M | 0.0% | −1% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.7M | 0.3% | +8% |
Top institutional owners for EFX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 08 | GAMBLE JOHN W JR | SELL | 5K | −$846K |
| JUL 28 | Begor Mark W | SELL | 22K | −$4M |
| MAY 08 | Borton Chad M | SELL | 2K | −$427K |
| MAY 05 | GAMBLE JOHN W JR | SELL | 4K | −$618K |
| APR 28 | Begor Mark W | SELL | 20K | −$4M |
0 insider buys, 5 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention EFX yet.