Equifax, Inc. $EFX Shares Acquired by HB Wealth Management LLC

HB Wealth Management LLC grew its position in Equifax, Inc. (NYSE:EFX) by 129.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,436 shares of the credit services provider’s stock after purchasing an additional 10,981 shares during the period. HB Wealth Management LLC’s holdings in Equifax were worth $4,986,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of EFX. Vanguard Group Inc. lifted its position in Equifax by 1.8% during the second quarter. Vanguard Group Inc. now owns 14,966,903 shares of the credit services provider’s stock valued at $3,881,966,000 after buying an additional 258,572 shares in the last quarter. State Street Corp raised its stake in shares of Equifax by 1.4% in the 2nd quarter. State Street Corp now owns 4,968,897 shares of the credit services provider’s stock valued at $1,288,783,000 after acquiring an additional 66,914 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Equifax by 2.5% during 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 in the last quarter. Lazard Asset Management LLC boosted its position in Equifax by 8.9% during the 2nd quarter. Lazard Asset Management LLC now owns 1,726,990 shares of the credit services provider’s stock worth $447,928,000 after purchasing an additional 140,427 shares during the period. Finally, Norges Bank acquired a new stake in Equifax in the 2nd quarter valued at $334,521,000. Institutional investors and hedge funds own 96.20% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have commented on EFX shares. Needham & Company LLC restated a “buy” rating and set a $295.00 price objective on shares of Equifax in a research note on Tuesday, October 21st. Weiss Ratings reissued a “hold (c)” rating on shares of Equifax in a research report on Monday, December 29th. Bank of America lowered their price objective on shares of Equifax from $285.00 to $250.00 and set a “neutral” rating for the company in a research report on Friday, October 3rd. UBS Group boosted their target price on shares of Equifax from $287.00 to $297.00 and gave the stock a “buy” rating in a research report on Monday, September 15th. Finally, Oppenheimer started coverage on shares of Equifax in a report on Monday, October 13th. They set an “outperform” rating and a $271.00 price target for the company. One investment 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. Based on data from MarketBeat, Equifax currently has an average rating of “Moderate Buy” and an average price target of $274.73.

Equifax Price Performance

EFX opened at $226.94 on Friday. The company has a market capitalization of $27.77 billion, a P/E ratio of 43.06, a PEG ratio of 2.18 and a beta of 1.56. The company has a 50-day moving average of $213.67 and a 200-day moving average of $235.14. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.74 and a current ratio of 0.74. 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 results on Tuesday, October 21st. The credit services provider reported $2.04 EPS for the quarter, topping analysts’ consensus estimates of $1.94 by $0.10. The business had revenue of $1.54 billion during the quarter, compared to the consensus estimate of $1.52 billion. Equifax had a return on equity of 19.28% and a net margin of 11.08%.The company’s revenue for the quarter was up 7.2% compared to the same quarter last year. During the same period last year, the firm earned $1.85 earnings per share. Equifax has set its Q4 2025 guidance at 1.980-2.080 EPS and its FY 2025 guidance at 7.550-7.650 EPS. Equities analysts expect that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Announces Dividend

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

Insiders Place Their Bets

In related news, 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 transaction 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Jamil Farshchi sold 4,925 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the executive vice president directly owned 39,364 shares in the company, valued at $9,405,634.16. This represents a 11.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 54,270 shares of company stock valued at $12,580,837. 1.40% of the stock is currently owned by corporate insiders.

Equifax Company Profile

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.