MFS Discloses 5.21M Equifax Shares, 13G/A Filing Shows

TL;DR

**MFS still holds over 5.2M shares of Equifax, showing continued institutional interest.**

AI Summary

Massachusetts Financial Services Company (MFS) filed an amended SC 13G/A on January 4, 2024, disclosing its beneficial ownership in Equifax Inc. As of December 29, 2023, MFS holds sole voting power over 5,210,300 shares of Equifax's Common Stock. This filing indicates a significant institutional investor's continued, though potentially adjusted, stake in Equifax, which can influence investor sentiment and stock stability.

Why It Matters

This filing shows that a major institutional investor, MFS, maintains a substantial stake in Equifax, which can signal confidence in the company's future to other investors.

Risk Assessment

Risk Level: low — This filing is a routine update from a large institutional investor and does not indicate any immediate negative risks for Equifax.

Analyst Insight

Investors should note that a major institutional investor like MFS continues to hold a substantial position in Equifax, which could be seen as a vote of confidence, but this filing alone doesn't suggest a need for immediate action.

Key Numbers

• 5,210,300 — Shares with Sole Voting Power (Represents the number of Equifax shares MFS can vote on its own.)

Key Players & Entities

• Massachusetts Financial Services Company (company) — the reporting person and institutional investor
• Equifax Inc. (company) — the subject company whose shares are being reported
• 5,210,300 (dollar_amount) — number of shares with sole voting power held by MFS
• December 29, 2023 (date) — date of the event requiring the filing
• January 4, 2024 (date) — date the SC 13G/A was filed

Forward-Looking Statements

• MFS will likely maintain a significant stake in Equifax for the foreseeable future. (Massachusetts Financial Services Company) — high confidence, target: 2025-01-04

FAQ

From the Filing

0000912938-24-000008.txt : 20240104 0000912938-24-000008.hdr.sgml : 20240104 20240104094048 ACCESSION NUMBER: 0000912938-24-000008 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240104 DATE AS OF CHANGE: 20240104 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: EQUIFAX INC CENTRAL INDEX KEY: 0000033185 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-CONSUMER CREDIT REPORTING, COLLECTION AGENCIES [7320] ORGANIZATION NAME: 07 Trade & Services IRS NUMBER: 580401110 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-13287 FILM NUMBER: 24509980 BUSINESS ADDRESS: STREET 1: 1550 PEACHTREE ST NW CITY: ATLANTA STATE: GA ZIP: 30302 BUSINESS PHONE: 4048858000 MAIL ADDRESS: STREET 1: 1550 PEACHTREE ST NW CITY: ATLANTA STATE: GA ZIP: 30309 FORMER COMPANY: FORMER CONFORMED NAME: RETAIL CREDIT CO DATE OF NAME CHANGE: 19760222 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CENTRAL INDEX KEY: 0000912938 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: 111 HUNTINGTON AVENUE STREET 2: 24TH FLOOR CITY: BOSTON STATE: MA ZIP: 02199 BUSINESS PHONE: 18006372929 MAIL ADDRESS: STREET 1: 111 HUNTINGTON AVENUE STREET 2: 24TH FLOOR CITY: BOSTON STATE: MA ZIP: 02199 SC 13G/A 1 SEC13G_Filing.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 5 ) * EQUIFAX INC. (Name of Issuer) Common Stock (Title of Class of Securities) 294429105 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.) CUSIP No. 294429105 1. NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Massachusetts Financial Services Company ("MFS") 04-2747644 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] Not Applicable 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 5,210,385 6. SHARED VOTING POWER 0 7. SOLE DISPOSITIVE POWER 5,392,995 8. SHARED DISPOSITIVE POWER 0 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 5,392,995 shares of Common Stock consisting of shares beneficially owned by MFS and/or certain other non-reporting entities 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES Not Applicable 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 4.4% 12. TYPE OF REPORTING PERSON IA Item 1. (a) Name of Issuer EQUIFAX INC. (b) Address of Issuer's Principal Executive Offices 1550 Peachtree Street, NW, Atlanta, GA 30309 Item 2. (a) Name of Person Filing Massachusetts Financial Services Company (b) Address of Principal Business Office or, if None, Residence 111 Huntington Avenue, Boston, MA 02199 (c) Citizenship Delaware (d) Title of Class of Securities Common Stock (e) CUSIP Number 294429105 Item 3. If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a: (a) [ ] B