7,900 Shares in Equifax, Inc. $EFX Acquired by Alberta Investment Management Corp

Alberta Investment Management Corp acquired a new stake in Equifax, Inc. (NYSE:EFX) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 7,900 shares of the credit services provider’s stock, valued at approximately $2,049,000.

Several other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. grew its stake in shares of Equifax by 2.2% during the 1st quarter. Vanguard Group Inc. now owns 14,708,331 shares of the credit services provider’s stock worth $3,582,361,000 after purchasing an additional 318,826 shares during the period. Price T Rowe Associates Inc. MD boosted its holdings 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 buying an additional 2,009,987 shares in the last quarter. Harris Associates L P boosted its holdings in Equifax by 27.6% during the first quarter. Harris Associates L P now owns 4,570,557 shares of the credit services provider’s stock worth $1,113,205,000 after buying an additional 987,772 shares in the last quarter. Geode Capital Management LLC grew its position in Equifax by 2.5% during the second quarter. Geode Capital Management LLC now owns 3,142,763 shares of the credit services provider’s stock valued at $811,650,000 after buying an additional 75,627 shares during the period. Finally, Generation Investment Management LLP increased its holdings in Equifax by 63.4% in the first quarter. Generation Investment Management LLP now owns 2,801,325 shares of the credit services provider’s stock valued at $682,291,000 after buying an additional 1,087,446 shares in the last quarter. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Equifax Stock Performance

NYSE EFX opened at $207.02 on Monday. The company has a fifty day moving average of $234.46 and a two-hundred day moving average of $248.98. The company has a market capitalization of $25.34 billion, a PE ratio of 39.28, a P/E/G ratio of 2.41 and a beta of 1.64. Equifax, Inc. has a 1 year low of $199.98 and a 1 year high of $281.07. The company has a debt-to-equity ratio of 0.82, a current ratio of 0.74 and a quick ratio of 0.74.

Equifax (NYSE:EFX) last posted its quarterly earnings data on Tuesday, October 21st. The credit services provider reported $2.04 earnings per share for the quarter, beating analysts’ consensus estimates of $1.94 by $0.10. The firm had revenue of $1.54 billion for the quarter, compared to analyst estimates of $1.52 billion. Equifax had a net margin of 11.08% and a return on equity of 19.28%. Equifax’s quarterly revenue was up 7.2% on a year-over-year basis. During the same period last year, the firm posted $1.85 EPS. 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, analysts expect that Equifax, Inc. will post 7.58 earnings per share for the current year.

Equifax Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, December 15th. Stockholders of record on Monday, November 24th will be paid a dividend of $0.50 per share. The ex-dividend date of this dividend is Monday, November 24th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. Equifax’s dividend payout ratio is currently 37.95%.

Insider Activity

In other news, CEO Mark W. Begor sold 27,959 shares of the stock in a transaction on Monday, October 27th. The shares were sold at an average price of $231.10, for a total value of $6,461,324.90. Following the completion of the sale, the chief executive officer owned 142,934 shares of the company’s stock, valued at $33,032,047.40. This represents a 16.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Jamil Farshchi sold 4,925 shares of the company’s stock in a transaction dated Monday, October 27th. The shares were sold at an average price of $238.94, for a total transaction of $1,176,779.50. Following the completion of the transaction, the executive vice president directly owned 39,364 shares of the company’s stock, valued at approximately $9,405,634.16. The trade was a 11.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 54,270 shares of company stock worth $12,580,837. Insiders own 1.40% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the stock. Morgan Stanley reissued an “overweight” rating on shares of Equifax in a research note on Friday, October 3rd. Seaport Res Ptn raised shares of Equifax to a “hold” rating in a report on Wednesday, October 1st. Wells Fargo & Company dropped their target price on shares of Equifax from $300.00 to $285.00 and set an “overweight” rating on the stock 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, Barclays lowered their price objective on Equifax from $260.00 to $240.00 and set an “equal weight” rating on the stock in a report on Wednesday, July 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $277.13.

Equifax Company 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.