Olstein Capital Management L.P. Boosts Holdings in Equifax, Inc. $EFX

Olstein Capital Management L.P. increased its holdings in shares of Equifax, Inc. (NYSE:EFX) by 20.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 18,000 shares of the credit services provider’s stock after buying an additional 3,000 shares during the period. Olstein Capital Management L.P.’s holdings in Equifax were worth $4,618,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in EFX. Norges Bank purchased a new stake in shares of Equifax during the second quarter worth $334,521,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Equifax by 55.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,318,914 shares of the credit services provider’s stock worth $321,235,000 after purchasing an additional 472,861 shares in the last quarter. Vanguard Group Inc. grew its stake in Equifax by 1.8% during the 2nd quarter. Vanguard Group Inc. now owns 14,966,903 shares of the credit services provider’s stock worth $3,881,966,000 after purchasing an additional 258,572 shares in the last quarter. Greenhouse Funds LLLP purchased a new stake in Equifax during the 2nd quarter worth about $59,935,000. Finally, Millennium Management LLC raised its position in Equifax by 213.3% in the 1st quarter. Millennium Management LLC now owns 224,798 shares of the credit services provider’s stock valued at $54,752,000 after purchasing an additional 153,057 shares in the last quarter. 96.20% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the company. UBS Group boosted their price objective on Equifax from $287.00 to $297.00 and gave the stock a “buy” rating in a research report on Monday, September 15th. Bank of America decreased their price target on shares of Equifax from $285.00 to $250.00 and set a “neutral” rating for the company in a research note on Friday, October 3rd. BMO Capital Markets reduced their price objective on shares of Equifax from $245.00 to $234.00 and set a “market perform” rating on the stock in a report on Monday, December 8th. Seaport Res Ptn raised shares of Equifax to a “hold” rating in a research report on Wednesday, October 1st. Finally, Needham & Company LLC reissued a “buy” rating and issued a $295.00 target price on shares of Equifax in a report on Tuesday, October 21st. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, Equifax has an average rating of “Moderate Buy” and a consensus price target of $274.73.

Equifax Trading Down 1.3%

Shares of Equifax stock opened at $214.08 on Friday. The company has a fifty day simple moving average of $213.63 and a 200-day simple moving average of $236.40. Equifax, Inc. has a 12-month low of $199.98 and a 12-month high of $281.07. The company has a current ratio of 0.74, a quick ratio of 0.74 and a debt-to-equity ratio of 0.82. The stock has a market cap of $26.20 billion, a price-to-earnings ratio of 40.62, a PEG ratio of 2.10 and a beta of 1.59.

Equifax (NYSE:EFX) last posted its earnings results on Tuesday, October 21st. The credit services provider reported $2.04 EPS for the quarter, beating analysts’ consensus estimates of $1.94 by $0.10. Equifax had a net margin of 11.08% and a return on equity of 19.28%. The firm had revenue of $1.54 billion for the quarter, compared to the consensus estimate of $1.52 billion. During the same period last year, the firm posted $1.85 EPS. The company’s revenue was up 7.2% on a year-over-year basis. Equifax has set its Q4 2025 guidance at 1.980-2.080 EPS and its FY 2025 guidance at 7.550-7.650 EPS. On average, equities analysts forecast that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, November 24th were given a dividend of $0.50 per share. The ex-dividend date was Monday, November 24th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.9%. Equifax’s payout ratio is 37.95%.

Insider Transactions at Equifax

In related news, EVP Jamil Farshchi sold 4,925 shares of the company’s stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $238.94, for a total value of $1,176,779.50. Following the completion of the sale, the executive vice president directly owned 39,364 shares of the company’s stock, valued at $9,405,634.16. This represents a 11.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Mark W. Begor sold 21,386 shares of Equifax stock in a transaction that occurred on Monday, October 27th. The stock was sold at an average price of $231.12, for a total value of $4,942,732.32. Following the transaction, the chief executive officer directly owned 22,045 shares in the company, valued at approximately $5,095,040.40. This trade represents a 49.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 54,270 shares of company stock valued at $12,580,837. Insiders own 1.40% of the company’s stock.

Equifax Profile

Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that specializes in consumer and commercial credit reporting, decisioning tools and identity solutions. Headquartered in Atlanta, Georgia, Equifax is one of the three major consumer credit reporting agencies in the United States and provides credit information and related services to lenders, employers, governments and consumers worldwide.

The company’s offerings include consumer credit reports and scores, credit monitoring and identity protection services, and a range of business-oriented products for risk management, fraud detection and compliance.