Blue Zone Wealth Advisors LLC Boosts Stake in Equifax, Inc. $EFX

Blue Zone Wealth Advisors LLC increased its stake in Equifax, Inc. (NYSE:EFX) by 9.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 29,735 shares of the credit services provider’s stock after acquiring an additional 2,610 shares during the period. Equifax comprises approximately 1.5% of Blue Zone Wealth Advisors LLC’s portfolio, making the stock its 22nd largest position. Blue Zone Wealth Advisors LLC’s holdings in Equifax were worth $7,628,000 as of its most recent filing with the SEC.

A number of other large investors have also added to or reduced their stakes in the company. Capital Investment Advisors LLC boosted its stake in Equifax by 31.8% in the second quarter. Capital Investment Advisors LLC now owns 4,443 shares of the credit services provider’s stock worth $1,152,000 after buying an additional 1,072 shares in the last quarter. Inspire Investing LLC lifted its holdings in shares of Equifax by 28.0% in the 1st quarter. Inspire Investing LLC now owns 1,295 shares of the credit services provider’s stock worth $315,000 after acquiring an additional 283 shares during the last quarter. Stevens Capital Management LP bought a new stake in shares of Equifax in the 2nd quarter worth approximately $932,000. Silvant Capital Management LLC purchased a new stake in shares of Equifax in the 2nd quarter valued at $963,000. Finally, Nomura Asset Management Co. Ltd. grew its holdings in shares of Equifax by 4.5% during the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 40,546 shares of the credit services provider’s stock valued at $10,516,000 after purchasing an additional 1,731 shares during the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Insiders Place Their Bets

In other Equifax news, CEO Mark W. Begor sold 27,959 shares of the business’s stock in a transaction on Monday, October 27th. The stock was sold at an average price of $231.10, for a total value of $6,461,324.90. Following the sale, the chief executive officer directly owned 142,934 shares of the company’s stock, valued at approximately $33,032,047.40. The trade was a 16.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Jamil Farshchi sold 4,925 shares of the firm’s stock in a transaction on Monday, October 27th. The shares were sold at an average price of $238.94, for a total value of $1,176,779.50. Following the transaction, the executive vice president owned 39,364 shares of the company’s stock, valued at $9,405,634.16. The trade was a 11.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 54,270 shares of company stock valued at $12,580,837 in the last quarter. 1.40% of the stock is owned by company insiders.

Equifax Stock Up 0.3%

NYSE:EFX opened at $220.56 on Friday. The company has a debt-to-equity ratio of 0.82, a current ratio of 0.74 and a quick ratio of 0.74. The firm’s 50-day moving average price is $215.03 and its 200-day moving average price is $238.47. The company has a market capitalization of $26.99 billion, a PE ratio of 41.85, a P/E/G ratio of 2.47 and a beta of 1.59. Equifax, Inc. has a 1-year low of $199.98 and a 1-year high of $281.07.

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

Equifax Dividend Announcement

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

Analyst Upgrades and Downgrades

Several research firms have weighed in on EFX. Morgan Stanley lowered their price target on shares of Equifax from $290.00 to $280.00 and set an “overweight” rating for the company in a research note on Wednesday, December 17th. BMO Capital Markets lowered their price objective on Equifax from $245.00 to $234.00 and set a “market perform” rating for the company in a research report on Monday, December 8th. Oppenheimer began coverage on shares of Equifax in a research report on Monday, October 13th. They issued an “outperform” rating and a $271.00 price objective on the stock. Seaport Res Ptn upgraded shares of Equifax to a “hold” rating in a report on Wednesday, October 1st. Finally, Wells Fargo & Company cut their target price on Equifax from $300.00 to $285.00 and set an “overweight” rating on the stock in a research note on Wednesday, October 15th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $274.73.

About Equifax

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.