Equifax, Inc. $EFX Shares Acquired by Asset Management One Co. Ltd.

Asset Management One Co. Ltd. grew its position in Equifax, Inc. (NYSE:EFX) by 1.1% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 100,549 shares of the credit services provider’s stock after acquiring an additional 1,048 shares during the period. Asset Management One Co. Ltd.’s holdings in Equifax were worth $26,079,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Capital Investment Advisors LLC raised its position in shares of Equifax by 31.8% in the second quarter. Capital Investment Advisors LLC now owns 4,443 shares of the credit services provider’s stock worth $1,152,000 after acquiring an additional 1,072 shares during the period. Inspire Investing LLC raised its position in shares of Equifax by 28.0% in the first quarter. Inspire Investing LLC now owns 1,295 shares of the credit services provider’s stock worth $315,000 after acquiring an additional 283 shares during the period. DAVENPORT & Co LLC raised its position in shares of Equifax by 12.0% in the first quarter. DAVENPORT & Co LLC now owns 2,212 shares of the credit services provider’s stock worth $539,000 after acquiring an additional 237 shares during the period. Teacher Retirement System of Texas raised its position in shares of Equifax by 1,464.7% in the first quarter. Teacher Retirement System of Texas now owns 18,119 shares of the credit services provider’s stock worth $4,413,000 after acquiring an additional 16,961 shares during the period. Finally, OneDigital Investment Advisors LLC acquired a new position in shares of Equifax in the first quarter worth about $209,000. Institutional investors and hedge funds own 96.20% of the company’s stock.

Insider Buying and Selling at Equifax

In other news, CEO Mark W. Begor sold 48,264 shares of the stock in a transaction that occurred on Monday, July 28th. The shares were sold at an average price of $241.71, for a total value of $11,665,891.44. Following the completion of the sale, the chief executive officer owned 142,872 shares of the company’s stock, valued at $34,533,591.12. This represents a 25.25% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. 1.40% of the stock is currently owned by company insiders.

Equifax Stock Up 1.2%

Shares of NYSE EFX opened at $234.05 on Friday. Equifax, Inc. has a 12-month low of $199.98 and a 12-month high of $281.07. The stock has a market cap of $28.65 billion, a PE ratio of 44.41, a P/E/G ratio of 2.65 and a beta of 1.68. The company has a current ratio of 0.74, a quick ratio of 0.77 and a debt-to-equity ratio of 0.82. The company has a 50-day moving average of $244.80 and a 200 day moving average of $250.96.

Equifax (NYSE:EFX) last announced its quarterly earnings data on Tuesday, October 21st. The credit services provider reported $2.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.94 by $0.10. Equifax had a net margin of 11.08% and a return on equity of 19.28%. The company had revenue of $1.54 billion during the quarter, compared to analysts’ expectations of $1.52 billion. During the same quarter in the prior year, the company earned $1.85 EPS. Equifax’s revenue was up 7.2% compared to the same quarter last year. Equifax has set its Q4 2025 guidance at 1.980-2.080 EPS. FY 2025 guidance at 7.550-7.650 EPS. As a group, sell-side analysts predict that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, September 15th. Stockholders of record on Tuesday, September 2nd were paid a $0.50 dividend. The ex-dividend date of this dividend was Tuesday, September 2nd. This represents a $2.00 annualized dividend and a dividend yield of 0.9%. Equifax’s dividend payout ratio is 37.95%.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the stock. Barclays reduced their price target on shares of Equifax from $260.00 to $240.00 and set an “equal weight” rating for the company in a research report on Wednesday, July 23rd. BMO Capital Markets reduced their price target on shares of Equifax from $251.00 to $245.00 and set a “market perform” rating for the company in a research report on Wednesday. Wells Fargo & Company reduced their price target on shares of Equifax from $300.00 to $285.00 and set an “overweight” rating for the company in a research report on Wednesday, October 15th. Oppenheimer assumed coverage on shares of Equifax in a research report on Monday, October 13th. They set an “outperform” rating and a $271.00 price target for the company. Finally, JPMorgan Chase & Co. reduced their price target on shares of Equifax from $277.00 to $272.00 and set an “overweight” rating for the company in a research report on Wednesday, July 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, Equifax has an average rating of “Moderate Buy” and an average price target of $277.13.

About Equifax

Equifax Inc operates as a data, analytics, and technology company. The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International. The Workforce Solutions segment offers services that enables customers to verify income, employment, educational history, criminal justice data, healthcare professional licensure, and sanctions of people in the United States; and employer customers with services that assist them in complying with and automating payroll-related and human resource management processes throughout the entire cycle of the employment relationship.