Sendero Wealth Management LLC Purchases 14,603 Shares of Equifax, Inc. $EFX

Sendero Wealth Management LLC grew its position in shares of Equifax, Inc. (NYSE:EFX) by 148.1% during the third quarter, according to its most recent filing with the SEC. The firm owned 24,460 shares of the credit services provider’s stock after acquiring an additional 14,603 shares during the period. Equifax comprises about 0.7% of Sendero Wealth Management LLC’s holdings, making the stock its 27th largest holding. Sendero Wealth Management LLC’s holdings in Equifax were worth $6,275,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in EFX. Country Trust Bank purchased a new stake in Equifax in the second quarter worth $26,000. Ameritas Advisory Services LLC bought a new stake in shares of Equifax during the 2nd quarter valued at $31,000. Caldwell Trust Co purchased a new stake in shares of Equifax in the 2nd quarter worth about $33,000. State of Wyoming bought a new position in shares of Equifax in the 2nd quarter worth about $34,000. Finally, NewSquare Capital LLC lifted its position in Equifax by 98.5% during the 2nd quarter. NewSquare Capital LLC now owns 135 shares of the credit services provider’s stock valued at $35,000 after acquiring an additional 67 shares during the period. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have weighed in on EFX. Bank of America cut their price objective on shares of Equifax from $285.00 to $250.00 and set a “neutral” rating on the stock in a report on Friday, October 3rd. Morgan Stanley dropped their price target on Equifax from $290.00 to $280.00 and set an “overweight” rating on the stock in a research report on Wednesday. Stifel Nicolaus reduced their price objective on Equifax from $295.00 to $253.00 and set a “buy” rating for the company in a research report on Wednesday, October 22nd. Seaport Res Ptn upgraded Equifax to a “hold” rating in a research note on Wednesday, October 1st. Finally, Needham & Company LLC reissued a “buy” rating and issued a $295.00 target price on shares of Equifax in a research note on Tuesday, October 21st. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, Equifax currently has an average rating of “Moderate Buy” and a consensus price target of $274.73.

Equifax Stock Performance

EFX stock opened at $218.02 on Thursday. The stock’s 50 day simple moving average is $216.10 and its 200 day simple moving average is $240.18. The company has a current ratio of 0.74, a quick ratio of 0.74 and a debt-to-equity ratio of 0.82. Equifax, Inc. has a 12-month low of $199.98 and a 12-month high of $281.07. The stock has a market capitalization of $26.68 billion, a PE ratio of 41.37, a price-to-earnings-growth ratio of 2.45 and a beta of 1.59.

Equifax (NYSE:EFX) last posted its quarterly earnings results on Tuesday, October 21st. The credit services provider reported $2.04 earnings per share for the quarter, topping the consensus estimate of $1.94 by $0.10. The firm had revenue of $1.54 billion during the quarter, compared to analysts’ expectations of $1.52 billion. Equifax had a return on equity of 19.28% and a net margin of 11.08%.The company’s revenue was up 7.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.85 earnings per share. 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, research analysts forecast that Equifax, Inc. will post 7.58 earnings per share for the current fiscal year.

Equifax Dividend Announcement

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

Insider Transactions at Equifax

In other news, EVP Jamil Farshchi sold 4,925 shares of Equifax stock in a transaction that occurred on Monday, October 27th. The shares were sold at an average price of $238.94, for a total value of $1,176,779.50. Following the completion of the sale, the executive vice president directly owned 39,364 shares in the company, valued at $9,405,634.16. The trade was a 11.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available 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 shares were sold at an average price of $231.12, for a total transaction of $4,942,732.32. Following the transaction, the chief executive officer directly owned 22,045 shares of the company’s stock, valued at $5,095,040.40. The trade was a 49.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 54,270 shares of company stock worth $12,580,837. Insiders own 1.40% of the company’s stock.

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.