Securian Asset Management Inc. Reduces Position in Equifax, Inc. $EFX

Securian Asset Management Inc. lessened its position in shares of Equifax, Inc. (NYSE:EFX) by 2.0% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 6,450 shares of the credit services provider’s stock after selling 130 shares during the quarter. Securian Asset Management Inc.’s holdings in Equifax were worth $1,673,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in Equifax by 2.2% during the 1st quarter. Vanguard Group Inc. now owns 14,708,331 shares of the credit services provider’s stock worth $3,582,361,000 after buying an additional 318,826 shares during the last quarter. Price T Rowe Associates Inc. MD grew its stake in Equifax by 40.0% during the 1st 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 during the last quarter. Harris Associates L P grew its stake in Equifax by 27.6% during the 1st quarter. Harris Associates L P now owns 4,570,557 shares of the credit services provider’s stock worth $1,113,205,000 after buying an additional 987,772 shares during the last quarter. Generation Investment Management LLP grew its stake in Equifax by 63.4% during the 1st 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 during the last quarter. Finally, JPMorgan Chase & Co. grew its stake in Equifax by 119.3% during the 1st quarter. JPMorgan Chase & Co. now owns 1,453,618 shares of the credit services provider’s stock worth $354,044,000 after buying an additional 790,919 shares during the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Insider Buying and Selling at Equifax

In related news, CEO Mark W. Begor sold 48,264 shares of Equifax stock in a transaction that occurred on Monday, July 28th. The stock was 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 in the company, valued at $34,533,591.12. The trade was a 25.25% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 1.40% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on EFX shares. JPMorgan Chase & Co. dropped their price target on Equifax from $277.00 to $272.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 23rd. Barclays lowered their target price on Equifax from $260.00 to $240.00 and set an “equal weight” rating on the stock in a research note on Wednesday, July 23rd. Oppenheimer initiated coverage on Equifax in a research note on Monday, October 13th. They issued an “outperform” rating and a $271.00 target price on the stock. Bank of America lowered their target price on Equifax from $285.00 to $250.00 and set a “neutral” rating on the stock in a research note on Friday, October 3rd. Finally, Citigroup lowered their target price on Equifax from $294.00 to $290.00 and set a “buy” rating on the stock in a research note on Wednesday, July 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $277.13.

Equifax Stock Up 0.1%

Equifax stock opened at $230.15 on Thursday. The company has a debt-to-equity ratio of 0.79, a current ratio of 0.77 and a quick ratio of 0.77. Equifax, Inc. has a 1-year low of $199.98 and a 1-year high of $281.07. The company has a market cap of $28.49 billion, a PE ratio of 43.67, a price-to-earnings-growth ratio of 2.64 and a beta of 1.68. The stock’s 50 day moving average price is $245.42 and its 200 day moving average price is $250.61.

Equifax (NYSE:EFX) last posted its quarterly earnings results on Tuesday, October 21st. The credit services provider reported $2.04 earnings per share for the quarter, beating analysts’ consensus estimates of $1.94 by $0.10. Equifax had a return on equity of 19.26% and a net margin of 11.08%.The firm had revenue of $1.54 billion for the quarter, compared to the consensus estimate of $1.52 billion. During the same period in the previous year, the business earned $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. FY 2025 guidance at 7.550-7.650 EPS. On average, sell-side analysts predict that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, September 15th. Investors of record on Tuesday, September 2nd were paid a $0.50 dividend. The ex-dividend date was Tuesday, September 2nd. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.9%. Equifax’s payout ratio is 39.14%.

Equifax 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.