Equifax, Inc. $EFX Shares Bought by Fifth Third Bancorp

Fifth Third Bancorp grew its position in Equifax, Inc. (NYSE:EFX) by 38.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,476 shares of the credit services provider’s stock after buying an additional 1,236 shares during the period. Fifth Third Bancorp’s holdings in Equifax were worth $1,161,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Price T Rowe Associates Inc. MD increased its stake in Equifax by 40.0% during 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 acquiring an additional 2,009,987 shares during the last quarter. Generation Investment Management LLP grew its holdings in shares of 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 purchasing an additional 1,087,446 shares during the period. Harris Associates L P increased its position in shares of 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 worth $1,113,205,000 after purchasing an additional 987,772 shares during the last quarter. JPMorgan Chase & Co. raised its holdings in 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 buying an additional 790,919 shares during the period. Finally, GAMMA Investing LLC raised its holdings in Equifax by 24,315.8% in the 1st quarter. GAMMA Investing LLC now owns 696,094 shares of the credit services provider’s stock valued at $169,541,000 after buying an additional 693,243 shares during the period. Hedge funds and other institutional investors 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 company’s stock in a transaction 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 transaction, the chief executive officer owned 142,872 shares in the company, valued at approximately $34,533,591.12. This represents a 25.25% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 1.40% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the stock. Wells Fargo & Company dropped their price target on shares of Equifax from $310.00 to $300.00 and set an “overweight” rating for the company in a research report on Wednesday, July 23rd. Royal Bank Of Canada reissued an “outperform” rating and issued a $300.00 target price on shares of Equifax in a research report on Wednesday, June 18th. Morgan Stanley restated an “overweight” rating and set a $305.00 price target (up from $295.00) on shares of Equifax in a research report on Tuesday, June 10th. Oppenheimer cut their price objective on Equifax from $296.00 to $279.00 and set an “outperform” rating on the stock in a report on Wednesday, July 23rd. Finally, Needham & Company LLC restated a “buy” rating and set a $295.00 target price on shares of Equifax in a report on Friday, June 20th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $284.80.

Equifax Price Performance

Equifax stock opened at $254.58 on Monday. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 0.79. The company has a fifty day simple moving average of $248.32 and a 200-day simple moving average of $251.26. The stock has a market cap of $31.52 billion, a P/E ratio of 49.82, a price-to-earnings-growth ratio of 3.06 and a beta of 1.68. Equifax, Inc. has a 12-month low of $199.98 and a 12-month high of $295.49.

Equifax (NYSE:EFX) last posted its quarterly earnings results on Tuesday, July 22nd. The credit services provider reported $2.00 earnings per share for the quarter, beating analysts’ consensus estimates of $1.92 by $0.08. The company had revenue of $1.54 billion for the quarter, compared to analysts’ expectations of $1.51 billion. Equifax had a return on equity of 18.89% and a net margin of 10.95%.Equifax’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period last year, the firm earned $1.82 earnings per share. Equifax has set its Q3 2025 guidance at 1.870-1.970 EPS. FY 2025 guidance at 7.330-7.630 EPS. Equities analysts expect that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, September 15th. Shareholders of record on Tuesday, September 2nd were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 0.8%. The ex-dividend date was Tuesday, September 2nd. Equifax’s dividend payout ratio is currently 39.14%.

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.