Equifax, Inc. $EFX Shares Acquired by Taikang Asset Management Hong Kong Co Ltd

Taikang Asset Management Hong Kong Co Ltd increased its holdings in shares of Equifax, Inc. (NYSE:EFX) by 10.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 27,178 shares of the credit services provider’s stock after purchasing an additional 2,517 shares during the period. Equifax accounts for 0.9% of Taikang Asset Management Hong Kong Co Ltd’s investment portfolio, making the stock its 24th largest holding. Taikang Asset Management Hong Kong Co Ltd’s holdings in Equifax were worth $7,049,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the business. Price T Rowe Associates Inc. MD boosted its stake in shares of Equifax by 40.0% during 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 during the period. Norges Bank purchased a new stake in Equifax during the 2nd quarter valued at approximately $334,521,000. Generation Investment Management LLP lifted its position 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 acquiring an additional 1,087,446 shares during the period. Harris Associates L P grew its stake in shares of Equifax by 27.6% in the 1st quarter. Harris Associates L P now owns 4,570,557 shares of the credit services provider’s stock valued at $1,113,205,000 after purchasing an additional 987,772 shares during the last quarter. Finally, JPMorgan Chase & Co. grew its stake in shares of Equifax by 119.3% in the 1st quarter. JPMorgan Chase & Co. now owns 1,453,618 shares of the credit services provider’s stock valued at $354,044,000 after purchasing an additional 790,919 shares during the last quarter. 96.20% of the stock is currently owned by institutional investors and hedge funds.

Equifax Stock Performance

NYSE:EFX opened at $209.44 on Tuesday. The firm’s fifty day simple moving average is $224.13 and its 200-day simple moving average is $244.41. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.82. The stock has a market cap of $25.63 billion, a PE ratio of 39.74, a price-to-earnings-growth ratio of 2.41 and a beta of 1.64. Equifax, Inc. has a fifty-two week low of $199.98 and a fifty-two week high of $281.07.

Equifax (NYSE:EFX) last announced its quarterly earnings data 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. The firm had revenue of $1.54 billion during the quarter, compared to analysts’ expectations of $1.52 billion. Equifax had a net margin of 11.08% and a return on equity of 19.28%. The business’s revenue for the quarter was up 7.2% compared to the same quarter last year. During the same quarter last year, the business 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. Analysts expect that Equifax, Inc. will post 7.58 earnings per share for the current fiscal year.

Equifax Dividend Announcement

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

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. UBS Group upped their price target on Equifax from $287.00 to $297.00 and gave the stock a “buy” rating in a research note on Monday, September 15th. Wells Fargo & Company dropped their price objective on shares of Equifax from $300.00 to $285.00 and set an “overweight” rating on the stock in a research note on Wednesday, October 15th. Weiss Ratings restated a “hold (c)” rating on shares of Equifax in a research report on Tuesday, November 25th. Oppenheimer began coverage on shares of Equifax in a report on Monday, October 13th. They issued an “outperform” rating and a $271.00 target price on the stock. Finally, Bank of America dropped their price target on shares of Equifax from $285.00 to $250.00 and set a “neutral” rating on the stock in a research note on Friday, October 3rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, Equifax presently has an average rating of “Moderate Buy” and an average target price of $277.13.

Insider Activity at Equifax

In related news, CEO Mark W. Begor sold 27,959 shares of Equifax stock in a transaction on Monday, October 27th. The stock was sold at an average price of $231.10, for a total transaction of $6,461,324.90. Following the completion of the transaction, the chief executive officer directly owned 142,934 shares of the company’s stock, valued at approximately $33,032,047.40. The trade was a 16.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Jamil Farshchi sold 4,925 shares of the business’s stock in a transaction 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 sale, the executive vice president owned 39,364 shares in the company, valued at approximately $9,405,634.16. The trade was a 11.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 54,270 shares of company stock valued at $12,580,837 over the last ninety days. 1.40% of the stock is currently owned by company insiders.

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.