Mufg Securities Americas Inc. Has $714,000 Stock Position in Equifax, Inc. $EFX

Mufg Securities Americas Inc. lifted its position in Equifax, Inc. (NYSE:EFX) by 25.4% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 2,752 shares of the credit services provider’s stock after buying an additional 557 shares during the quarter. Mufg Securities Americas Inc.’s holdings in Equifax were worth $714,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in EFX. Vanguard Group Inc. grew its position in Equifax by 1.8% during the 2nd quarter. Vanguard Group Inc. now owns 14,966,903 shares of the credit services provider’s stock worth $3,881,966,000 after purchasing an additional 258,572 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its position in shares of Equifax by 40.0% in 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. Harris Associates L P grew its holdings in shares of 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 valued at $1,113,205,000 after buying an additional 987,772 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of Equifax by 2.5% during the second quarter. Geode Capital Management LLC now owns 3,142,763 shares of the credit services provider’s stock valued at $811,650,000 after buying an additional 75,627 shares in the last quarter. Finally, Generation Investment Management LLP raised its position in Equifax by 63.4% during the first 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. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Insider Transactions at Equifax

In related news, EVP Jamil Farshchi sold 4,925 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 39,364 shares of the company’s stock, valued at approximately $9,405,634.16. This trade represents a 11.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible 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 completion of the sale, the chief executive officer owned 22,045 shares of the company’s stock, valued at approximately $5,095,040.40. This trade represents a 49.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 54,270 shares of company stock valued at $12,580,837 in the last ninety days. Insiders own 1.40% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on EFX shares. Wells Fargo & Company decreased their price objective on Equifax from $300.00 to $285.00 and set an “overweight” rating for the company in a research report on Wednesday, October 15th. Needham & Company LLC restated a “buy” rating and set a $295.00 price target on shares of Equifax in a report on Tuesday, October 21st. BMO Capital Markets lowered their price objective on shares of Equifax from $251.00 to $245.00 and set a “market perform” rating on the stock in a research report on Wednesday, October 22nd. Seaport Res Ptn upgraded shares of Equifax to a “hold” rating in a research report on Wednesday, October 1st. Finally, Stifel Nicolaus lowered their price target on shares of Equifax from $295.00 to $253.00 and set a “buy” rating on the stock in a report on Wednesday, October 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, Equifax has a consensus rating of “Moderate Buy” and a consensus price target of $277.13.

Equifax Price Performance

Shares of EFX opened at $213.74 on Monday. 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 firm has a market cap of $26.16 billion, a PE ratio of 40.56, a PEG ratio of 2.41 and a beta of 1.64. The firm’s 50 day moving average price is $229.82 and its 200 day moving average price is $247.00. Equifax, Inc. has a twelve month low of $199.98 and a twelve month high of $281.07.

Equifax (NYSE:EFX) last announced its quarterly earnings results on Tuesday, October 21st. The credit services provider reported $2.04 EPS for the quarter, topping the consensus estimate of $1.94 by $0.10. The company had revenue of $1.54 billion for the quarter, compared to analyst estimates of $1.52 billion. Equifax had a net margin of 11.08% and a return on equity of 19.28%. Equifax’s quarterly revenue was up 7.2% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.85 EPS. Equifax has set its Q4 2025 guidance at 1.980-2.080 EPS. FY 2025 guidance at 7.550-7.650 EPS. As a group, research analysts expect that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, December 15th. Shareholders of record on Monday, November 24th will be issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 0.9%. The ex-dividend date is Monday, November 24th. Equifax’s dividend payout ratio (DPR) is 37.95%.

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.