Oregon Public Employees Retirement Fund Buys 3,435 Shares of Equifax, Inc. $EFX

Oregon Public Employees Retirement Fund boosted its stake in Equifax, Inc. (NYSE:EFX) by 31.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 14,200 shares of the credit services provider’s stock after purchasing an additional 3,435 shares during the period. Oregon Public Employees Retirement Fund’s holdings in Equifax were worth $3,643,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Country Trust Bank purchased a new position in shares of Equifax in the 2nd quarter worth $26,000. Ameritas Advisory Services LLC purchased a new stake in Equifax during the second quarter valued at $31,000. Caldwell Trust Co bought a new position in Equifax in the second quarter valued at about $33,000. Spire Wealth Management boosted its position in Equifax by 82.9% in the third quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock worth $33,000 after purchasing an additional 58 shares during the last quarter. Finally, State of Wyoming purchased a new position in Equifax in the second quarter worth about $34,000. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Equifax Price Performance

Shares of NYSE:EFX opened at $226.94 on Monday. The company has a market capitalization of $27.78 billion, a P/E ratio of 43.06, a P/E/G ratio of 2.27 and a beta of 1.56. Equifax, Inc. has a 1-year low of $199.98 and a 1-year high of $281.07. The firm’s 50 day simple moving average is $213.67 and its two-hundred day simple moving average is $234.78. 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 announced its quarterly earnings data on Tuesday, October 21st. The credit services provider reported $2.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.94 by $0.10. Equifax had a net margin of 11.08% and a return on equity of 19.28%. The firm had revenue of $1.54 billion during the quarter, compared to analysts’ expectations of $1.52 billion. During the same period in the prior year, the company posted $1.85 earnings per share. The company’s revenue for the quarter was up 7.2% compared to the same quarter last year. Equifax has set its Q4 2025 guidance at 1.980-2.080 EPS and its FY 2025 guidance at 7.550-7.650 EPS. Research analysts expect that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, November 24th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Monday, November 24th. Equifax’s payout ratio is presently 37.95%.

Insider Activity

In other news, CEO Mark W. Begor sold 27,959 shares of the company’s stock in a transaction dated 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 completion of the transaction, 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 SEC, which is available at this hyperlink. Also, EVP Jamil Farshchi sold 4,925 shares of Equifax stock in a transaction that occurred 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 sale, the executive vice president directly owned 39,364 shares in the company, valued at $9,405,634.16. This trade represents a 11.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 54,270 shares of company stock worth $12,580,837 over the last 90 days. Company insiders own 1.40% of the company’s stock.

Wall Street Analysts Forecast Growth

EFX has been the subject of several research reports. Stifel Nicolaus reduced their price target on shares of Equifax from $295.00 to $253.00 and set a “buy” rating for the company in a research report on Wednesday, October 22nd. BMO Capital Markets reduced their target price on shares of Equifax from $245.00 to $234.00 and set a “market perform” rating for the company in a report on Monday, December 8th. Seaport Res Ptn upgraded shares of Equifax to a “hold” rating in a research report on Wednesday, October 1st. Morgan Stanley dropped their price target on shares of Equifax from $290.00 to $280.00 and set an “overweight” rating on the stock in a research note on Wednesday, December 17th. Finally, Wells Fargo & Company reduced their price objective on Equifax from $300.00 to $285.00 and set an “overweight” rating for the company in a research note on Wednesday, October 15th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, Equifax has a consensus rating of “Moderate Buy” and a consensus target price 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.