Arrowstreet Capital Limited Partnership Increases Position in Equifax, Inc. $EFX

Arrowstreet Capital Limited Partnership increased its position in Equifax, Inc. (NYSE:EFX) by 106.6% in the second quarter, HoldingsChannel.com reports. The fund owned 34,070 shares of the credit services provider’s stock after buying an additional 17,583 shares during the period. Arrowstreet Capital Limited Partnership’s holdings in Equifax were worth $8,837,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also added to or reduced their stakes in the company. Price T Rowe Associates Inc. MD raised its stake in shares of Equifax by 40.0% in the first quarter. Price T Rowe Associates Inc. MD now owns 7,037,804 shares of the credit services provider’s stock worth $1,714,129,000 after purchasing an additional 2,009,987 shares during the last quarter. Norges Bank acquired a new position in Equifax in the 2nd quarter worth approximately $334,521,000. Generation Investment Management LLP raised its position in Equifax by 63.4% during the 1st quarter. Generation Investment Management LLP now owns 2,801,325 shares of the credit services provider’s stock worth $682,291,000 after buying an additional 1,087,446 shares during the last quarter. Harris Associates L P lifted its stake in Equifax by 27.6% during the 1st quarter. Harris Associates L P now owns 4,570,557 shares of the credit services provider’s stock valued at $1,113,205,000 after acquiring an additional 987,772 shares during the period. Finally, JPMorgan Chase & Co. boosted its holdings in shares of Equifax by 119.3% in the 1st quarter. JPMorgan Chase & Co. now owns 1,453,618 shares of the credit services provider’s stock valued at $354,044,000 after acquiring an additional 790,919 shares during the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Equifax Stock Down 0.6%

Shares of EFX opened at $209.05 on Wednesday. The firm has a market cap of $25.59 billion, a P/E ratio of 39.67, a PEG ratio of 2.36 and a beta of 1.59. Equifax, Inc. has a 12 month low of $199.98 and a 12 month high of $281.07. The stock’s 50 day moving average is $218.67 and its two-hundred day moving average is $241.88. The company has a current ratio of 0.74, a quick ratio of 0.74 and a debt-to-equity ratio of 0.82.

Equifax (NYSE:EFX) last announced its earnings results on Tuesday, October 21st. The credit services provider reported $2.04 earnings per share for the quarter, topping the consensus estimate of $1.94 by $0.10. Equifax had a return on equity of 19.28% and a net margin of 11.08%.The business had revenue of $1.54 billion during the quarter, compared to the consensus estimate of $1.52 billion. During the same period in the prior year, the company posted $1.85 EPS. The business’s quarterly 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. Analysts predict that Equifax, Inc. will post 7.58 earnings per share for the current fiscal year.

Equifax Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, December 15th. Stockholders of record on Monday, November 24th will be given a $0.50 dividend. The ex-dividend date is Monday, November 24th. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. Equifax’s dividend payout ratio (DPR) is 37.95%.

Analyst Ratings Changes

EFX has been the subject of a number of research reports. Stifel Nicolaus decreased their target price on shares of Equifax from $295.00 to $253.00 and set a “buy” rating for the company in a research report on Wednesday, October 22nd. Weiss Ratings reissued a “hold (c)” rating on shares of Equifax in a report on Monday. Bank of America lowered their target price on Equifax from $285.00 to $250.00 and set a “neutral” rating on the stock in a research note on Friday, October 3rd. UBS Group lifted their price target on Equifax from $287.00 to $297.00 and gave the company a “buy” rating in a research report on Monday, September 15th. Finally, Wells Fargo & Company lowered their price objective on Equifax from $300.00 to $285.00 and set an “overweight” rating on the stock in a research report on Wednesday, October 15th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $276.40.

Insider Transactions at Equifax

In related news, CEO Mark W. Begor sold 21,386 shares of Equifax stock in a transaction dated 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 sale, the chief executive officer directly owned 22,045 shares in the company, valued at approximately $5,095,040.40. The trade was a 49.24% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Jamil Farshchi sold 4,925 shares of the business’s stock in a transaction that occurred on 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 sale, the executive vice president owned 39,364 shares of the company’s stock, valued at approximately $9,405,634.16. This trade represents a 11.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 54,270 shares of company stock valued at $12,580,837 in the last three months. Corporate insiders own 1.40% of the company’s stock.

Equifax Profile

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.