Equifax CEO Mark Begor Buys 59,123 Shares at $0, Signals Confidence Amid Price Dip

Insider Activity at Equifax: A Closer Look at CEO Mark Begor’s Latest Move

On February 3, 2026, Equifax Chief Executive Officer Mark Begor executed a dual transaction involving common stock. The transaction comprised a purchase of 59,123 shares at a zero transaction price—the shares being part of a dividend‑reinvestment plan—as well as a sale of 2,405 shares at $175.05 each. These moves were recorded while Equifax’s share price hovered near a 52‑week low of $166.02, amid a weekly decline of 7.3 % and a monthly drop of 10.9 %. Following the transaction, Begor’s holdings increased to 201,392 shares, elevating his ownership stake to approximately 1.5 % of the company’s outstanding equity.

Interpretation of the Transactions

The timing and magnitude of Begor’s purchase suggest a “buy‑the‑dip” strategy, a signal commonly interpreted by market participants as an affirmation of confidence in the company’s long‑term prospects. The concurrent sale, though modest in absolute terms, aligns with routine portfolio rebalancing rather than indicating any adverse view on Equifax’s future.

The transaction occurred shortly after the company posted quarterly earnings that surpassed analyst expectations and issued guidance for the first quarter of 2026 indicating a modest uptick in earnings per share and revenue. In this context, the juxtaposition of a slight earnings lift against a steep weekly decline may highlight an undervaluation opportunity, particularly if the recent negative sentiment (sentiment score +64) and elevated buzz (378 %) stem from short‑term market noise rather than fundamental risk.

Historical Trading Pattern of Mark Begor

Over the past year, Begor’s insider activity has been characterized by frequent sales of common stock, typically in the 2,000–6,000 share range, and occasional option exercises that are subsequently sold. The largest sale to date was 27,959 shares on October 27, 2025, executed at a price near $191—just above the prevailing trading level. His holdings have generally hovered between 10,500 and 22,000 shares across different reporting periods. The recent increase to 201,392 shares underscores a conservative, long‑term value perspective: Begor tends to liquidate when the price is near or slightly above his average cost and to accumulate when the stock trades below that baseline.

Implications for Equifax’s Future

Equifax’s fundamentals remain robust, with a price‑to‑earnings ratio of 33.3, a market capitalization of $21.4 billion, and a diversified revenue base that spans multiple sectors. Institutional buying, notably by Goldman Sachs and Krilogy, complements the CEO’s recent purchase, potentially reinforcing confidence among long‑term investors.

Nevertheless, the company’s 23.8 % year‑over‑year decline in stock price, driven by broader market turbulence and negative sentiment, continues to pose a volatility risk. If the dip is deeper than market participants anticipate, the share price could remain depressed until a clear turnaround in earnings or a strategic pivot materializes. Conversely, if the CEO’s buying activity reflects a strategic commitment to shareholder value, a gradual recovery in equity valuation is plausible.

Bottom Line for Financial Professionals

For analysts and portfolio managers, Begor’s insider activity should be viewed as a positive indicator of management confidence, especially within the context of a company that has demonstrated earnings resilience and strong institutional support. The dual buy‑sell on February 3, 2026, signals a strategic rebalancing rather than panic. Investors should monitor Equifax’s forthcoming earnings releases and any guidance revisions, as these will likely determine whether the current price deficit represents a buying opportunity or a warning of deeper headwinds.

Transaction Summary