Diamond Hill Capital Adds Equifax to Mid Cap Portfolio

Diamond Hill Capital, a First Eagle Investment Management company, added Equifax Inc. to its Mid Cap Strategy portfolio in the second quarter of 2026. The firm detailed the move in its Q2 2026 investor letter, citing the company's role as a provider of mortgage and employment data.

Diamond Hill Capital stated that Equifax manages proprietary datasets that are costly and difficult to replicate. The investment firm noted that the company has historically maintained strong pricing power and consistent growth because its data is critical to customer workflows and operates within a consolidated industry.

Equifax shares closed at $177.12 on August 4, 2026, giving the company a market capitalization of $20.81 billion.