BNP Paribas Financial Markets grew its position in Equifax, Inc. (NYSE:EFX – Free Report) by 29.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 233,147 shares of the credit services provider’s stock after purchasing an additional 53,568 shares during the quarter. BNP Paribas Financial Markets’ holdings in Equifax were worth $50,588,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also bought and sold shares of EFX. Cullen Frost Bankers Inc. purchased a new position in Equifax in the fourth quarter worth $25,000. Lodestone Wealth Management LLC purchased a new position in Equifax in the fourth quarter worth $29,000. True Wealth Design LLC grew its holdings in Equifax by 64.4% in the fourth quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock worth $32,000 after purchasing an additional 58 shares during the last quarter. Caitong International Asset Management Co. Ltd purchased a new position in Equifax in the third quarter worth $34,000. Finally, State of Wyoming purchased a new position in Equifax in the second quarter worth $34,000. 96.20% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes
A number of equities research analysts have recently weighed in on the stock. JPMorgan Chase & Co. dropped their price objective on shares of Equifax from $260.00 to $230.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. Robert W. Baird dropped their price objective on shares of Equifax from $250.00 to $245.00 and set an “outperform” rating on the stock in a report on Wednesday, April 22nd. Argus raised shares of Equifax to a “hold” rating in a report on Monday, March 2nd. Needham & Company LLC reissued a “buy” rating and set a $265.00 price objective on shares of Equifax in a report on Wednesday, April 22nd. Finally, Jefferies Financial Group dropped their price objective on shares of Equifax from $240.00 to $220.00 and set a “buy” rating on the stock in a report on Friday, April 17th. Thirteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $226.67.
Insider Buying and Selling at Equifax
In other Equifax news, CEO Mark W. Begor sold 37,791 shares of the company’s stock in a transaction on Friday, April 24th. The shares were sold at an average price of $172.40, for a total value of $6,515,168.40. Following the sale, the chief executive officer directly owned 271,730 shares of the company’s stock, valued at approximately $46,846,252. This represents a 12.21% 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. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of the company’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total transaction of $426,899.95. Following the completion of the sale, the executive vice president directly owned 29,518 shares in the company, valued at approximately $5,132,885.02. The trade was a 7.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by corporate insiders.
Equifax Price Performance
NYSE:EFX opened at $176.13 on Wednesday. Equifax, Inc. has a one year low of $156.47 and a one year high of $275.91. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.61 and a current ratio of 0.61. The firm has a market cap of $20.97 billion, a price-to-earnings ratio of 31.01, a PEG ratio of 1.29 and a beta of 1.32. The firm’s fifty day moving average is $174.50 and its two-hundred day moving average is $195.54.
Equifax (NYSE:EFX – Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, beating the consensus estimate of $1.69 by $0.17. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The company had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.61 billion. During the same period in the prior year, the company earned $1.53 earnings per share. The firm’s revenue was up 14.3% on a year-over-year basis. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. Research analysts expect that Equifax, Inc. will post 8.56 EPS for the current year.
Equifax Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 22nd will be issued a $0.56 dividend. This represents a $2.24 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Friday, May 22nd. Equifax’s dividend payout ratio is presently 39.44%.
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.
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