Canoe Financial LP Buys 4,812 Shares of Equifax, Inc. $EFX

Canoe Financial LP lifted its position in Equifax, Inc. (NYSE:EFX) by 60.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,729 shares of the credit services provider’s stock after buying an additional 4,812 shares during the quarter. Canoe Financial LP’s holdings in Equifax were worth $3,265,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Country Trust Bank acquired a new stake in Equifax in the second quarter valued at $26,000. Ameritas Advisory Services LLC acquired a new stake in Equifax in the 2nd quarter valued at about $31,000. Caldwell Trust Co bought a new position in Equifax during the second quarter worth about $33,000. State of Wyoming bought a new position in Equifax during the second quarter worth about $34,000. Finally, NewSquare Capital LLC increased its position in Equifax by 98.5% during the second quarter. NewSquare Capital LLC now owns 135 shares of the credit services provider’s stock worth $35,000 after buying an additional 67 shares during the last quarter. 96.20% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. Needham & Company LLC reiterated a “buy” rating and set a $295.00 target price on shares of Equifax in a research note on Tuesday, October 21st. Wells Fargo & Company cut their price target on Equifax from $300.00 to $285.00 and set an “overweight” rating for the company in a report on Wednesday, October 15th. Morgan Stanley decreased their price objective on shares of Equifax from $290.00 to $280.00 and set an “overweight” rating on the stock in a report on Wednesday, December 17th. UBS Group increased their price objective on shares of Equifax from $287.00 to $297.00 and gave the company a “buy” rating in a research report on Monday, September 15th. Finally, Seaport Res Ptn raised shares of Equifax to a “hold” rating in a report on Wednesday, October 1st. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $274.73.

Equifax Trading Up 0.3%

EFX stock opened at $220.56 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 company’s 50-day simple moving average is $215.03 and its 200 day simple moving average is $238.47. Equifax, Inc. has a 52 week low of $199.98 and a 52 week high of $281.07. The company has a market capitalization of $26.99 billion, a PE ratio of 41.85, a price-to-earnings-growth ratio of 2.47 and a beta of 1.59.

Equifax (NYSE:EFX) last issued its quarterly earnings data 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. The business had revenue of $1.54 billion during the quarter, compared to analysts’ expectations of $1.52 billion. Equifax had a net margin of 11.08% and a return on equity of 19.28%. The business’s revenue was up 7.2% on a year-over-year basis. During the same quarter in the previous year, the company 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, sell-side analysts anticipate that Equifax, Inc. will post 7.58 earnings per share for the current year.

Equifax Dividend Announcement

The business also recently declared 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. The ex-dividend date of this dividend was Monday, November 24th. This represents a $2.00 dividend on an annualized basis and a yield of 0.9%. Equifax’s dividend payout ratio is currently 37.95%.

Insiders Place Their Bets

In other news, EVP Jamil Farshchi sold 4,925 shares of the stock in a transaction on Monday, October 27th. The stock was sold at an average price of $238.94, for a total transaction of $1,176,779.50. Following the sale, the executive vice president directly owned 39,364 shares of the company’s stock, valued at approximately $9,405,634.16. This represents a 11.12% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Mark W. Begor sold 27,959 shares of the business’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 142,934 shares of the company’s stock, valued at approximately $33,032,047.40. This trade represents a 16.36% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 54,270 shares of company stock worth $12,580,837. Corporate insiders own 1.40% of the company’s stock.

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.