Exchange Capital Management Inc. Sells 74 Shares of Equifax, Inc. $EFX

Exchange Capital Management Inc. trimmed its stake in Equifax, Inc. (NYSE:EFX) by 0.9% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,857 shares of the credit services provider’s stock after selling 74 shares during the period. Exchange Capital Management Inc.’s holdings in Equifax were worth $2,038,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also made changes to their positions in the business. Price T Rowe Associates Inc. MD grew its position 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 purchasing an additional 2,009,987 shares during the period. Generation Investment Management LLP increased its holdings in Equifax by 63.4% in 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 purchasing an additional 1,087,446 shares during the last quarter. Harris Associates L P increased its stake in Equifax by 27.6% during the first quarter. Harris Associates L P now owns 4,570,557 shares of the credit services provider’s stock worth $1,113,205,000 after purchasing an additional 987,772 shares during the period. 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 purchasing an additional 790,919 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in Equifax by 55.9% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,318,914 shares of the credit services provider’s stock valued at $321,235,000 after buying an additional 472,861 shares during the last quarter. 96.20% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

EFX has been the subject of a number of research reports. Seaport Res Ptn upgraded shares of Equifax to a “hold” rating in a research report on Wednesday. JPMorgan Chase & Co. decreased their target price on Equifax from $277.00 to $272.00 and set an “overweight” rating for the company in a research note on Wednesday, July 23rd. Citigroup lowered their target price on Equifax from $294.00 to $290.00 and set a “buy” rating on the stock in a report 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. Finally, Oppenheimer dropped their price target on Equifax from $296.00 to $279.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $284.80.

Equifax Price Performance

Equifax stock opened at $232.24 on Friday. Equifax, Inc. has a one year low of $199.98 and a one year high of $294.92. The stock’s fifty day moving average price is $248.46 and its two-hundred day moving average price is $251.39. The company has a debt-to-equity ratio of 0.79, a current ratio of 0.77 and a quick ratio of 0.77. The firm has a market cap of $28.75 billion, a PE ratio of 45.45, a price-to-earnings-growth ratio of 3.06 and a beta of 1.68.

Equifax (NYSE:EFX) last announced its quarterly earnings results on Tuesday, July 22nd. The credit services provider reported $2.00 EPS for the quarter, beating analysts’ consensus estimates 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%.The business’s revenue for the quarter was up 7.4% on a year-over-year basis. During the same period last year, the firm 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. As a group, research analysts expect that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Dividend Announcement

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

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 sale, 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 position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 1.40% of the stock is owned by insiders.

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.