Equifax, Inc. $EFX Shares Sold by TimesSquare Capital Management LLC

TimesSquare Capital Management LLC lessened its stake in shares of Equifax, Inc. (NYSE:EFX) by 17.4% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 124,268 shares of the credit services provider’s stock after selling 26,215 shares during the period. TimesSquare Capital Management LLC’s holdings in Equifax were worth $32,231,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of EFX. Vanguard Group Inc. increased its position in Equifax by 2.2% during the first quarter. Vanguard Group Inc. now owns 14,708,331 shares of the credit services provider’s stock worth $3,582,361,000 after purchasing an additional 318,826 shares during the last quarter. Price T Rowe Associates Inc. MD grew its stake in shares of Equifax by 40.0% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 7,037,804 shares of the credit services provider’s stock valued at $1,714,129,000 after buying an additional 2,009,987 shares during the period. Harris Associates L P increased its holdings in shares of 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 raised its position in shares of 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 valued at $682,291,000 after buying an additional 1,087,446 shares during the period. Finally, JPMorgan Chase & Co. lifted its holdings in Equifax by 119.3% in the first quarter. JPMorgan Chase & Co. now owns 1,453,618 shares of the credit services provider’s stock valued at $354,044,000 after acquiring an additional 790,919 shares during the last quarter. Institutional investors and hedge funds own 96.20% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on EFX shares. Robert W. Baird cut their price objective on Equifax from $310.00 to $289.00 and set an “outperform” rating for the company in a research report on Wednesday, July 23rd. BMO Capital Markets decreased their price objective on shares of Equifax from $251.00 to $245.00 and set a “market perform” rating on the stock in a report on Wednesday, October 22nd. Oppenheimer assumed coverage on shares of Equifax in a research report on Monday, October 13th. They set an “outperform” rating and a $271.00 price objective for the company. Barclays cut their target price on Equifax from $260.00 to $240.00 and set an “equal weight” rating on the stock in a research report on Wednesday, July 23rd. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Equifax in a research report on Wednesday, October 8th. 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. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $277.13.

Equifax Price Performance

EFX stock opened at $212.63 on Wednesday. The business’s 50-day moving average is $236.57 and its two-hundred day moving average is $250.06. The company has a debt-to-equity ratio of 0.82, a current ratio of 0.74 and a quick ratio of 0.74. The firm has a market capitalization of $26.03 billion, a P/E ratio of 40.35, a P/E/G ratio of 2.41 and a beta of 1.64. Equifax, Inc. has a 1 year low of $199.98 and a 1 year high of $281.07.

Equifax (NYSE:EFX) last released 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. Equifax had a net margin of 11.08% and a return on equity of 19.28%. The firm had revenue of $1.54 billion for the quarter, compared to analyst estimates of $1.52 billion. During the same period in the prior year, the firm earned $1.85 earnings per share. The business’s quarterly revenue 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. Analysts anticipate that Equifax, Inc. will post 7.58 earnings per share for the current fiscal year.

Equifax Announces Dividend

The firm also recently announced 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. This represents a $2.00 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Monday, November 24th. Equifax’s dividend payout ratio is 37.95%.

Insiders Place Their Bets

In other news, EVP Jamil Farshchi sold 4,925 shares of the stock in a transaction dated 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 transaction, the executive vice president owned 39,364 shares in the company, valued at approximately $9,405,634.16. This represents a 11.12% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Mark W. Begor sold 21,386 shares of the business’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 value of $4,942,732.32. Following the sale, the chief executive officer owned 22,045 shares of the company’s stock, valued at approximately $5,095,040.40. The trade was a 49.24% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 54,270 shares of company stock worth $12,580,837. 1.40% of the stock is owned by insiders.

About Equifax

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.