Greenhouse Funds LLLP Invests $59.94 Million in Equifax, Inc. $EFX

Greenhouse Funds LLLP bought a new stake in shares of Equifax, Inc. (NYSE:EFX) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 231,081 shares of the credit services provider’s stock, valued at approximately $59,935,000. Equifax accounts for approximately 2.5% of Greenhouse Funds LLLP’s investment portfolio, making the stock its 18th biggest holding. Greenhouse Funds LLLP owned about 0.19% of Equifax at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Price T Rowe Associates Inc. MD lifted its holdings 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 last quarter. Norges Bank acquired a new position in Equifax during the 2nd quarter valued at $334,521,000. Generation Investment Management LLP boosted 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 period. Harris Associates L P grew its position in 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 worth $1,113,205,000 after purchasing an additional 987,772 shares during the last quarter. Finally, JPMorgan Chase & Co. grew its position in Equifax by 119.3% in 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 during the last quarter. 96.20% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, EVP Jamil Farshchi sold 4,925 shares of the company’s stock in a transaction dated Monday, October 27th. The shares were sold at an average price of $238.94, for a total transaction of $1,176,779.50. Following the transaction, the executive vice president owned 39,364 shares in the company, valued at $9,405,634.16. This represents a 11.12% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Mark W. Begor sold 21,386 shares of the stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $231.12, for a total transaction of $4,942,732.32. Following the sale, the chief executive officer directly owned 22,045 shares in the company, valued at approximately $5,095,040.40. This represents a 49.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 54,270 shares of company stock valued at $12,580,837 over the last ninety days. Insiders own 1.40% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on EFX. Seaport Res Ptn upgraded shares of Equifax to a “hold” rating in a research note on Wednesday, October 1st. Bank of America reduced their price objective on Equifax from $285.00 to $250.00 and set a “neutral” rating for the company in a research report on Friday, October 3rd. BMO Capital Markets lowered their price objective on Equifax from $251.00 to $245.00 and set a “market perform” rating on the stock in a research report on Wednesday, October 22nd. Needham & Company LLC restated a “buy” rating and issued a $295.00 target price on shares of Equifax in a research note on Tuesday, October 21st. Finally, Morgan Stanley reiterated an “overweight” rating on shares of Equifax in a research note on Friday, October 3rd. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $277.13.

Equifax Stock Down 0.0%

Shares of NYSE EFX opened at $208.89 on Wednesday. Equifax, Inc. has a 52-week low of $199.98 and a 52-week high of $281.07. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.74 and a current ratio of 0.74. The business has a fifty day moving average of $223.15 and a two-hundred day moving average of $243.92. The stock has a market cap of $25.57 billion, a PE ratio of 39.64, a PEG ratio of 2.34 and a beta of 1.59.

Equifax (NYSE:EFX) last announced its earnings results on Tuesday, October 21st. The credit services provider reported $2.04 earnings per share (EPS) 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 business had revenue of $1.54 billion during the quarter, compared to analysts’ expectations of $1.52 billion. During the same quarter last year, the company posted $1.85 EPS. The firm’s revenue for the quarter was up 7.2% on a year-over-year basis. Equifax has set its Q4 2025 guidance at 1.980-2.080 EPS and its FY 2025 guidance at 7.550-7.650 EPS. As a group, equities research analysts expect that Equifax, Inc. will post 7.58 earnings per share for the current fiscal year.

Equifax Announces Dividend

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

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.