Aberdeen Group plc Has $21.15 Million Stock Holdings in Equifax, Inc. $EFX

Key Points

• Aberdeen Group plc increased its ownership in Equifax, Inc. by 109.0% in the first quarter, owning 87,732 shares worth approximately $21.1 million at the end of the quarter.
• Equifax's CEO, Mark W. Begor, sold 48,264 shares of stock for about $11.67 million, representing a 25.25% decrease in his ownership stake.
• Analysts have varying ratings on Equifax, with a consensus of "Moderate Buy" and an average target price of $283.53, reflecting differing outlooks on its stock performance.

Aberdeen Group plc grew its position in Equifax, Inc. (NYSE:EFX - Free Report) by 109.0% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 87,732 shares of the credit services provider's stock after purchasing an additional 45,763 shares during the period. Aberdeen Group plc owned about 0.07% of Equifax worth $21,146,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. True Wealth Design LLC increased its holdings in shares of Equifax by 1,920.0% in the fourth quarter. True Wealth Design LLC now owns 101 shares of the credit services provider's stock valued at $26,000 after purchasing an additional 96 shares in the last quarter. Ameriflex Group Inc. bought a new stake in Equifax in the fourth quarter valued at approximately $28,000. N.E.W. Advisory Services LLC bought a new position in shares of Equifax during the 1st quarter valued at about $28,000. Colonial Trust Co SC raised its holdings in shares of Equifax by 505.0% during the fourth quarter. Colonial Trust Co SC now owns 121 shares of the credit services provider's stock worth $31,000 after acquiring an additional 101 shares during the period. Finally, Zions Bancorporation National Association UT bought a new stake in shares of Equifax in the first quarter valued at about $32,000. Institutional investors and hedge funds own 96.20% of the company's stock.

Equifax Stock Performance

Shares of Equifax stock traded up $9.48 on Friday, hitting $254.93. The stock had a trading volume of 649,075 shares, compared to its average volume of 1,053,675. The stock has a market cap of $31.56 billion, a price-to-earnings ratio of 49.89, a price-to-earnings-growth ratio of 2.99 and a beta of 1.64. The business's 50 day moving average is $252.82 and its two-hundred day moving average is $250.47. The company has a quick ratio of 0.77, a current ratio of 0.77 and a debt-to-equity ratio of 0.79. Equifax, Inc. has a twelve month low of $199.98 and a twelve month high of $309.63.

Equifax (NYSE:EFX - Get Free Report) last released its quarterly earnings results on Tuesday, July 22nd. The credit services provider reported $2.00 EPS for the quarter, topping analysts' consensus estimates of $1.92 by $0.08. The business had revenue of $1.54 billion for the quarter, compared to analyst estimates of $1.51 billion. Equifax had a net margin of 10.95% and a return on equity of 18.89%. Equifax's revenue for the quarter was up 7.4% compared to the same quarter last year. During the same period last year, the firm earned $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. Analysts forecast that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, September 15th. Investors of record on Tuesday, September 2nd will be given a dividend of $0.50 per share. The ex-dividend date is Tuesday, September 2nd. This represents a $2.00 annualized dividend and a dividend yield of 0.8%. Equifax's dividend payout ratio (DPR) is currently 39.14%.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on EFX shares. UBS Group decreased their price target on shares of Equifax from $315.00 to $278.00 and set a "buy" rating for the company in a research note on Wednesday, July 23rd. Needham & Company LLC restated a "buy" rating and issued a $295.00 price objective on shares of Equifax in a report on Friday, June 20th. JPMorgan Chase & Co. lowered their price target on Equifax from $277.00 to $272.00 and set an "overweight" rating on the stock in a research report on Wednesday, July 23rd. Wells Fargo & Company dropped their price target on shares of Equifax from $310.00 to $300.00 and set an "overweight" rating on the stock in a research report on Wednesday, July 23rd. Finally, Stifel Nicolaus lifted their price objective on shares of Equifax from $277.00 to $295.00 and gave the company a "buy" rating in a research report on Wednesday, June 18th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and six have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, Equifax presently has an average rating of "Moderate Buy" and an average target price of $283.53.

Insider Transactions at Equifax

In other Equifax news, CEO Mark W. Begor sold 48,264 shares of the business's stock in a transaction that occurred on Monday, July 28th. The shares were sold at an average price of $241.71, for a total transaction of $11,665,891.44. Following the completion of the transaction, the chief executive officer directly owned 142,872 shares in the company, valued at $34,533,591.12. The trade was a 25.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 1.40% of the stock is owned by company insiders.

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.