CEO Mark Begor Buys “Dip” at Equifax, Sells Small, Signaling Confidence in a Falling Stock.

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

On February 3, 2026, Equifax’s chief executive, Mark Begor, executed a sizable purchase of 59,123 shares—at zero transaction price because the shares were part of a dividend‑reinvestment plan. The same day he also sold 2,405 shares at $175.05 each. This dual transaction is noteworthy because it occurs when the stock sits near a 52‑week low of $166.02, yet the market has just fallen 7.3 % over the week and 10.9 % in the month. The buy adds to Begor’s post‑transaction holding of 201,392 shares, raising his ownership stake to roughly 1.5 % of the outstanding equity.

What the Moves Mean for Investors

The timing and size of Begor’s purchase—just after a significant price dip—suggests a “buy the dip” mentality. Analysts will interpret the move as a vote of confidence: the CEO is willing to invest his own capital when the share price is depressed. The concurrent sale, while small in absolute terms, may simply be a routine portfolio rebalancing rather than a signal of concern. Importantly, the transaction occurred after the company’s quarterly earnings beat expectations and the guidance for Q1 2026 indicated a slight uptick in EPS and revenue. For investors, this juxtaposition of a modest earnings lift with a steep weekly decline points to a potentially undervalued opportunity, especially if the market’s negative sentiment (sentiment score +64) and high buzz (378 %) are driven by short‑term noise rather than structural risk.

Mark Begor’s Historical Trading Pattern

Begor’s insider record over the past year is characterized by frequent sales of common stock, often in the 2,000‑6,000 share range, and occasional option exercises that are sold off shortly after. The largest recent sale was 27,959 shares on October 27, 2025, executed at a price near $191—just above the current trading level. His holdings have remained relatively stable, hovering around 10,500 to 22,000 shares across different reports, with a significant increase to 201,392 shares after the February purchase. This pattern indicates a conservative approach: Begor tends to liquidate positions when the price is near or slightly above his average cost, while accumulating when the stock trades below that baseline. Such behavior aligns with a long‑term value perspective rather than short‑term speculation.

Implications for Equifax’s Future

Equifax’s fundamentals remain solid—its P/E of 33.3, a market cap of $21.4 B, and a consistent revenue stream across diverse sectors suggest resilience. The CEO’s recent purchase, coupled with institutional buying by firms like Goldman Sachs and Krilogy, could reinforce confidence among long‑term investors. However, the company’s 23.8 % year‑over‑year decline in stock price, driven by broader market turbulence and negative sentiment, still poses a risk of continued volatility. If the CEO’s buying spree is part of a broader strategic shift—perhaps to signal a commitment to shareholder value—Equifax may see a gradual recovery. Conversely, if the dip is deeper than the market realizes, the share price could continue to lag until a clear turnaround in earnings or a strategic pivot materializes.

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 in the context of a company that has shown earnings resilience and strong institutional support. The dual buy‑sell on February 3, 2026, signals a strategic rebalancing rather than panic. Investors should monitor the company’s upcoming earnings releases and any guidance changes, as these will likely determine whether the current price deficit is a buying opportunity or a warning of deeper headwinds.