AG2R LA Mondiale Gestion D Actifs Purchases New Position in Equifax, Inc. $EFX

Key Points

• AG2R LA Mondiale Gestion D Actifs has acquired a new position in Equifax, Inc., purchasing 5,296 shares valued at approximately $1.4 million.
• Institutional investors hold a significant 96.20% of Equifax's stock, with notable increases in positions by firms such as JPMorgan Chase & Co., which raised its stake by 119.3% in the first quarter.
• Equifax announced a quarterly dividend of $0.50 per share, reflecting a 0.8% yield, with the payment scheduled for September 15th.

AG2R LA Mondiale Gestion D Actifs purchased a new stake in Equifax, Inc. (NYSE:EFX - Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 5,296 shares of the credit services provider's stock, valued at approximately $1,399,000.

A number of other institutional investors have also recently made changes to their positions in the business. Vanguard Group Inc. lifted its holdings in shares of Equifax by 2.2% in the 1st quarter. Vanguard Group Inc. now owns 14,708,331 shares of the credit services provider's stock valued at $3,582,361,000 after acquiring an additional 318,826 shares during the last quarter. Price T Rowe Associates Inc. MD raised its position in Equifax by 40.0% in the 1st 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 purchasing an additional 2,009,987 shares during the period. Harris Associates L P raised 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 period. Generation Investment Management LLP raised its position 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 worth $682,291,000 after purchasing an additional 1,087,446 shares during the period. Finally, JPMorgan Chase & Co. raised 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 period. Institutional investors own 96.20% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on EFX. Needham & Company LLC reissued a "buy" rating and issued a $295.00 price objective on shares of Equifax in a research report on Friday, June 20th. Bank of America lowered shares of Equifax from a "buy" rating to a "neutral" rating and reduced their price objective for the stock from $300.00 to $285.00 in a research report on Monday, June 23rd. Robert W. Baird reduced their price objective on shares of Equifax from $310.00 to $289.00 and set an "outperform" rating on the stock in a research report on Wednesday, July 23rd. Stifel Nicolaus increased their price objective on shares of Equifax from $277.00 to $295.00 and gave the stock a "buy" rating in a research report on Wednesday, June 18th. Finally, Wells Fargo & Company reduced their target price 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. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and six have given a Hold rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $283.53.

Insider Transactions at Equifax

In related news, CEO Mark W. Begor sold 48,264 shares of Equifax 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 transaction, the chief executive officer directly owned 142,872 shares of the company's stock, valued at $34,533,591.12. This trade represents a 25.25% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 1.40% of the stock is currently owned by insiders.

Equifax Stock Performance

Shares of NYSE:EFX opened at $256.46 on Friday. The firm has a market cap of $31.75 billion, a PE ratio of 50.19, a price-to-earnings-growth ratio of 3.14 and a beta of 1.68. The firm's 50 day simple moving average is $249.19 and its 200-day simple moving average is $250.28. Equifax, Inc. has a one year low of $199.98 and a one year high of $309.63. The company has a debt-to-equity ratio of 0.79, a quick ratio of 0.77 and a current ratio of 0.77.

Equifax (NYSE:EFX - Get Free Report) last issued its quarterly earnings data on Tuesday, July 22nd. The credit services provider reported $2.00 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.92 by $0.08. The company 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 was up 7.4% compared to the same quarter last year. During the same period last year, the company posted $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. As a group, equities analysts predict that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Announces Dividend

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

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.

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