New York Life Investment Management LLC Has $4.83 Million Holdings in Equifax, Inc. $EFX

New York Life Investment Management LLC raised its holdings in Equifax, Inc. (NYSE:EFX) by 1.4% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 18,605 shares of the credit services provider’s stock after buying an additional 265 shares during the quarter. New York Life Investment Management LLC’s holdings in Equifax were worth $4,826,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Howard Capital Management Inc. acquired a new position in Equifax in the second quarter valued at approximately $205,000. Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its stake in Equifax by 21.8% in the second quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 25,144 shares of the credit services provider’s stock valued at $6,522,000 after buying an additional 4,500 shares during the period. Teacher Retirement System of Texas lifted its stake in Equifax by 4.6% in the second quarter. Teacher Retirement System of Texas now owns 18,946 shares of the credit services provider’s stock valued at $4,914,000 after buying an additional 827 shares during the period. Y Intercept Hong Kong Ltd acquired a new position in Equifax in the second quarter valued at approximately $2,440,000. Finally, Riverwater Partners LLC increased its holdings in shares of Equifax by 4.0% during the second quarter. Riverwater Partners LLC now owns 1,868 shares of the credit services provider’s stock valued at $485,000 after acquiring an additional 72 shares in the last quarter. 96.20% of the stock is owned by institutional investors and hedge funds.

Equifax Stock Down 4.5%

Shares of NYSE:EFX opened at $214.09 on Thursday. The company has a market capitalization of $26.20 billion, a PE ratio of 40.62, a price-to-earnings-growth ratio of 2.52 and a beta of 1.68. 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 business has a fifty day moving average price of $243.25 and a two-hundred day moving average price of $251.49. Equifax, Inc. has a 1 year low of $199.98 and a 1 year high of $281.07.

Equifax (NYSE:EFX) last announced its quarterly earnings data on Tuesday, October 21st. The credit services provider reported $2.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.94 by $0.10. The firm had revenue of $1.54 billion during the quarter, compared to the consensus estimate of $1.52 billion. Equifax had a return on equity of 19.28% and a net margin of 11.08%.The business’s revenue for the quarter was up 7.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $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. Analysts forecast that Equifax, Inc. will post 7.58 earnings per share for the current year.

Equifax Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, September 15th. Shareholders 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 dividend payout ratio is 37.95%.

Analyst Ratings Changes

EFX has been the subject of several recent research reports. Weiss Ratings restated a “hold (c+)” rating on shares of Equifax in a report on Wednesday, October 8th. Bank of America decreased their price objective on Equifax from $285.00 to $250.00 and set a “neutral” rating for the company in a report on Friday, October 3rd. Needham & Company LLC restated a “buy” rating and set a $295.00 price objective on shares of Equifax in a report on Tuesday, October 21st. Morgan Stanley restated an “overweight” rating on shares of Equifax in a report on Friday, October 3rd. Finally, JPMorgan Chase & Co. decreased their price objective on Equifax from $277.00 to $272.00 and set an “overweight” rating for the company in a report on Wednesday, July 23rd. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $277.13.

Insiders Place Their Bets

In other Equifax news, EVP Jamil Farshchi sold 4,925 shares of the company’s stock in a transaction 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 completion of 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 document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Mark W. Begor sold 27,959 shares of the company’s stock in a transaction on Monday, October 27th. The shares were sold at an average price of $231.10, for a total value of $6,461,324.90. Following the completion of the transaction, the chief executive officer owned 142,934 shares of the company’s stock, valued at $33,032,047.40. This trade represents a 16.36% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 54,270 shares of company stock valued at $12,580,837 in the last 90 days. Corporate insiders own 1.40% of the company’s stock.

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.