Equifax, Inc. $EFX Shares Purchased by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC lifted its holdings in shares of Equifax, Inc. (NYSE:EFX) by 5.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,401 shares of the credit services provider’s stock after purchasing an additional 73 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in Equifax were worth $363,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in 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 period. Wealth Enhancement Advisory Services LLC increased its holdings in Equifax by 51.9% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 25,182 shares of the credit services provider’s stock valued at $6,134,000 after purchasing an additional 8,599 shares during the last quarter. Exchange Traded Concepts LLC raised its position in Equifax by 42.4% in the first quarter. Exchange Traded Concepts LLC now owns 272 shares of the credit services provider’s stock valued at $66,000 after purchasing an additional 81 shares during the period. Sowell Financial Services LLC acquired a new position in Equifax during the first quarter worth $336,000. Finally, QRG Capital Management Inc. boosted its position in shares of Equifax by 19.9% during the first quarter. QRG Capital Management Inc. now owns 1,611 shares of the credit services provider’s stock worth $392,000 after buying an additional 267 shares during the period. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Equifax

In other Equifax news, CEO Mark W. Begor sold 48,264 shares of the stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 142,872 shares in the company, valued at $34,533,591.12. This represents a 25.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.40% of the stock is owned by company insiders.

Equifax Price Performance

Shares of EFX opened at $226.82 on Friday. The firm has a market capitalization of $28.08 billion, a price-to-earnings ratio of 44.39, a PEG ratio of 2.62 and a beta of 1.68. The firm’s fifty day simple moving average is $246.28 and its 200-day simple moving average is $250.62. Equifax, Inc. has a twelve month low of $199.98 and a twelve month high of $284.30. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 0.79.

Equifax (NYSE:EFX) last posted its earnings results on Tuesday, July 22nd. The credit services provider reported $2.00 EPS for the quarter, beating the consensus estimate of $1.92 by $0.08. The firm had revenue of $1.54 billion for the quarter, compared to analyst estimates of $1.51 billion. Equifax had a return on equity of 18.89% and a net margin of 10.95%.Equifax’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.82 earnings per share. Equifax has set its Q3 2025 guidance at 1.870-1.970 EPS. FY 2025 guidance at 7.330-7.630 EPS. Equities analysts forecast that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Announces Dividend

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

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the company. Barclays cut their price objective on Equifax from $260.00 to $240.00 and set an “equal weight” rating on the stock in a report on Wednesday, July 23rd. Morgan Stanley reaffirmed an “overweight” rating on shares of Equifax in a research report on Friday, October 3rd. Wells Fargo & Company cut their price target on shares of Equifax from $300.00 to $285.00 and set an “overweight” rating on the stock in a research note on Wednesday. Robert W. Baird lowered their price objective on shares of Equifax from $310.00 to $289.00 and set an “outperform” rating for the company in a research note on Wednesday, July 23rd. Finally, Oppenheimer began coverage on shares of Equifax in a report on Monday, October 13th. They issued an “outperform” rating and a $271.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, Equifax presently has a consensus rating of “Moderate Buy” and an average price target of $280.93.

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.