Equifax, Inc. $EFX Shares Sold by Baird Financial Group Inc.

Baird Financial Group Inc. reduced its position in Equifax, Inc. (NYSE:EFX) by 6.8% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 191,109 shares of the credit services provider’s stock after selling 13,987 shares during the quarter. Baird Financial Group Inc. owned about 0.15% of Equifax worth $49,568,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in EFX. Vanguard Group Inc. grew its holdings in shares of Equifax by 1.8% during the second quarter. Vanguard Group Inc. now owns 14,966,903 shares of the credit services provider’s stock worth $3,881,966,000 after buying an additional 258,572 shares in the last quarter. Price T Rowe Associates Inc. MD grew its stake in Equifax by 40.0% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 7,037,804 shares of the credit services provider’s stock valued at $1,714,129,000 after acquiring an additional 2,009,987 shares in the last quarter. Harris Associates L P grew 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 in the last quarter. Geode Capital Management LLC raised its holdings in Equifax by 2.5% in the 2nd quarter. Geode Capital Management LLC now owns 3,142,763 shares of the credit services provider’s stock valued at $811,650,000 after acquiring an additional 75,627 shares during the last quarter. Finally, Generation Investment Management LLP lifted its stake in Equifax by 63.4% in 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 in the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Wall Street Analyst Weigh In

EFX has been the subject of a number of analyst reports. Stifel Nicolaus dropped their price target on Equifax from $295.00 to $253.00 and set a “buy” rating for the company in a research report on Wednesday, October 22nd. Bank of America lowered their price objective on Equifax from $285.00 to $250.00 and set a “neutral” rating on the stock in a research note on Friday, October 3rd. Seaport Res Ptn raised Equifax to a “hold” rating in a research note on Wednesday, October 1st. Oppenheimer began coverage on Equifax in a report on Monday, October 13th. They set an “outperform” rating and a $271.00 price target on the stock. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Equifax in a research report on Monday. One equities 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 company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $277.13.

Equifax Stock Performance

Shares of EFX stock opened at $211.27 on Friday. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.74 and a current ratio of 0.74. The firm has a market cap of $25.86 billion, a P/E ratio of 40.09, a P/E/G ratio of 2.35 and a beta of 1.59. The firm’s 50 day moving average price is $221.39 and its 200-day moving average price is $243.45. Equifax, Inc. has a one year low of $199.98 and a one year high of $281.07.

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

Equifax Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, December 15th. Shareholders of record on Monday, November 24th will be given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Monday, November 24th. Equifax’s payout ratio is currently 37.95%.

Insider Transactions at Equifax

In other news, EVP Jamil Farshchi sold 4,925 shares of the 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 sale, the executive vice president owned 39,364 shares of the company’s stock, valued at approximately $9,405,634.16. This represents a 11.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 shares were sold at an average price of $231.12, for a total transaction of $4,942,732.32. Following the completion of the transaction, the chief executive officer owned 22,045 shares of the company’s stock, valued at $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. Insiders have sold 54,270 shares of company stock worth $12,580,837 over the last quarter. 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.