Asset Management One Co. Ltd. Acquires 1,048 Shares of Equifax, Inc. $EFX

Asset Management One Co. Ltd. increased its holdings in Equifax, Inc. (NYSE:EFX) by 1.1% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 100,549 shares of the credit services provider’s stock after buying an additional 1,048 shares during the period. Asset Management One Co. Ltd. owned about 0.08% of Equifax worth $26,079,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of EFX. Price T Rowe Associates Inc. MD raised its stake in Equifax by 40.0% in the first quarter. Price T Rowe Associates Inc. MD now owns 7,037,804 shares of the credit services provider’s stock worth $1,714,129,000 after buying an additional 2,009,987 shares in the last quarter. Generation Investment Management LLP raised its stake in Equifax by 63.4% in the first quarter. Generation Investment Management LLP now owns 2,801,325 shares of the credit services provider’s stock worth $682,291,000 after buying an additional 1,087,446 shares in the last quarter. Harris Associates L P grew its holdings in Equifax by 27.6% in the first quarter. Harris Associates L P now owns 4,570,557 shares of the credit services provider’s stock worth $1,113,205,000 after purchasing an additional 987,772 shares during the last quarter. JPMorgan Chase & Co. grew its holdings in Equifax by 119.3% in the first quarter. JPMorgan Chase & Co. now owns 1,453,618 shares of the credit services provider’s stock worth $354,044,000 after purchasing an additional 790,919 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in Equifax by 55.9% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,318,914 shares of the credit services provider’s stock worth $321,235,000 after purchasing an additional 472,861 shares during the last quarter. Institutional investors own 96.20% of the company’s stock.

Insider Buying and Selling

In other Equifax news, CEO Mark W. Begor sold 48,264 shares of the company’s stock in a transaction on Monday, July 28th. The shares were sold at an average price of $241.71, for a total value of $11,665,891.44. Following the sale, the chief executive officer directly owned 142,872 shares of the company’s stock, valued at approximately $34,533,591.12. This represents a 25.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 1.40% of the company’s stock.

Equifax Price Performance

NYSE:EFX opened at $234.05 on Friday. Equifax, Inc. has a one year low of $199.98 and a one year high of $281.07. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.77 and a current ratio of 0.74. The firm has a market cap of $28.65 billion, a price-to-earnings ratio of 44.41, a PEG ratio of 2.65 and a beta of 1.68. The firm’s fifty day moving average is $244.80 and its two-hundred day moving average is $250.96.

Equifax (NYSE:EFX) last posted its quarterly earnings results on Tuesday, October 21st. The credit services provider reported $2.04 EPS for the quarter, beating 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 company had revenue of $1.54 billion for the quarter, compared to analyst estimates of $1.52 billion. During the same period in the prior year, the company earned $1.85 earnings per share. The firm’s revenue was up 7.2% on a year-over-year basis. Equifax has set its Q4 2025 guidance at 1.980-2.080 EPS. FY 2025 guidance at 7.550-7.650 EPS. Research analysts expect that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, September 15th. Shareholders of record on Tuesday, September 2nd were issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Tuesday, September 2nd. Equifax’s dividend payout ratio is presently 37.95%.

Analysts Set New Price Targets

Several equities analysts have issued reports on EFX shares. Bank of America cut their price target on shares of Equifax from $285.00 to $250.00 and set a “neutral” rating on the stock in a report on Friday, October 3rd. Needham & Company LLC reaffirmed a “buy” rating and issued a $295.00 price target on shares of Equifax in a report on Tuesday. Morgan Stanley reaffirmed an “overweight” rating on shares of Equifax in a report on Friday, October 3rd. Barclays cut their price target on shares of Equifax from $260.00 to $240.00 and set an “equal weight” rating on the stock in a report on Wednesday, July 23rd. Finally, UBS Group lifted their price target on shares of Equifax from $287.00 to $297.00 and gave the stock a “buy” rating in a report on Monday, September 15th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, Equifax currently has a consensus rating of “Moderate Buy” and a consensus price target of $277.13.

Equifax Company 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.