Nomura Asset Management Co. Ltd. Buys 1,731 Shares of Equifax, Inc. $EFX

Nomura Asset Management Co. Ltd. lifted its stake in shares of Equifax, Inc. (NYSE:EFX) by 4.5% during the 2nd quarter, HoldingsChannel reports. The firm owned 40,546 shares of the credit services provider’s stock after acquiring an additional 1,731 shares during the period. Nomura Asset Management Co. Ltd.’s holdings in Equifax were worth $10,516,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in EFX. Brighton Jones LLC grew its stake in shares of Equifax by 49.2% during the fourth quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider’s stock worth $927,000 after buying an additional 1,200 shares during the last quarter. CWM LLC boosted its holdings in shares of Equifax by 3.2% during the 1st quarter. CWM LLC now owns 3,283 shares of the credit services provider’s stock valued at $800,000 after acquiring an additional 103 shares in the last quarter. Victory Capital Management Inc. grew its position in Equifax by 4.3% during the 1st quarter. Victory Capital Management Inc. now owns 47,178 shares of the credit services provider’s stock worth $11,491,000 after acquiring an additional 1,964 shares during the last quarter. Teachers Retirement System of The State of Kentucky increased its holdings in Equifax by 3.3% in the 1st quarter. Teachers Retirement System of The State of Kentucky now owns 9,493 shares of the credit services provider’s stock worth $2,312,000 after purchasing an additional 307 shares in the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH raised its position in Equifax by 2.9% in the first quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 112,883 shares of the credit services provider’s stock valued at $27,494,000 after purchasing an additional 3,157 shares during the last quarter. Institutional investors own 96.20% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently commented on the company. Weiss Ratings reissued a “hold (c)” rating on shares of Equifax in a research note on Thursday, November 13th. Morgan Stanley reiterated an “overweight” rating on shares of Equifax in a research report on Friday, October 3rd. Bank of America decreased their price target 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. Citigroup dropped their price target on shares of Equifax from $294.00 to $290.00 and set a “buy” rating for the company in a research note on Wednesday, July 23rd. Finally, Needham & Company LLC reissued a “buy” rating and issued a $295.00 price objective on shares of Equifax in a research note on Tuesday, October 21st. One equities research 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. According to MarketBeat, Equifax currently has a consensus rating of “Moderate Buy” and a consensus target price of $277.13.

Equifax Stock Up 0.7%

Shares of NYSE EFX opened at $205.98 on Thursday. The company’s 50 day moving average price is $231.75 and its 200-day moving average price is $247.87. 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 52-week low of $199.98 and a 52-week high of $281.07. The company has a market capitalization of $25.21 billion, a P/E ratio of 39.09, a price-to-earnings-growth ratio of 2.41 and a beta of 1.64.

Equifax (NYSE:EFX) last announced its earnings results on Tuesday, October 21st. The credit services provider reported $2.04 earnings per share 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 net margin of 11.08% and a return on equity of 19.28%. Equifax’s quarterly revenue was up 7.2% on a year-over-year basis. During the same quarter last year, the firm earned $1.85 earnings per share. Equifax has set its Q4 2025 guidance at 1.980-2.080 EPS. FY 2025 guidance at 7.550-7.650 EPS. Equities analysts forecast that Equifax, Inc. will post 7.58 earnings per share for the current year.

Equifax Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, December 15th. Stockholders of record on Monday, November 24th will be paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Monday, November 24th. Equifax’s payout ratio is currently 37.95%.

Insider Activity

In related news, CEO Mark W. Begor sold 21,386 shares of the firm’s stock in a transaction that occurred on Monday, October 27th. The stock was sold at an average price of $231.12, for a total transaction of $4,942,732.32. Following the completion of the sale, the chief executive officer owned 22,045 shares of the company’s stock, valued at $5,095,040.40. This trade represents a 49.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Jamil Farshchi sold 4,925 shares of Equifax stock in a transaction that occurred on Monday, October 27th. The stock was sold at an average price of $238.94, for a total value of $1,176,779.50. Following the completion of the sale, the executive vice president owned 39,364 shares of the company’s stock, valued at approximately $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. In the last 90 days, insiders have sold 54,270 shares of company stock worth $12,580,837. 1.40% of the stock is owned by corporate insiders.

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.