Blair William & Co. IL Raises Stock Holdings in Equifax, Inc. $EFX

Key Points

• Blair William & Co. IL increased its stake in Equifax, Inc. by 39.2% during the second quarter, totaling 80,725 shares valued at approximately $20.94 million.
• Equifax reported a quarterly EPS of $2.00, surpassing analyst expectations of $1.92, with revenues of $1.54 billion reflecting a 7.4% year-over-year increase.
• The company's board declared a quarterly dividend of $0.50 per share, resulting in an annualized dividend yield of 0.9%.

Blair William & Co. IL grew its stake in Equifax, Inc. (NYSE:EFX - Free Report) by 39.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 80,725 shares of the credit services provider's stock after acquiring an additional 22,724 shares during the quarter. Blair William & Co. IL owned about 0.06% of Equifax worth $20,938,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. N.E.W. Advisory Services LLC purchased a new stake in shares of Equifax in the first quarter valued at $28,000. Ameritas Advisory Services LLC purchased a new stake in shares of Equifax in the second quarter valued at $31,000. Zions Bancorporation National Association UT purchased a new stake in shares of Equifax in the first quarter valued at $32,000. Adirondack Trust Co. purchased a new stake in shares of Equifax in the second quarter valued at $59,000. Finally, Exchange Traded Concepts LLC lifted its position in shares of Equifax by 42.4% in the first quarter. Exchange Traded Concepts LLC now owns 272 shares of the credit services provider's stock valued at $66,000 after acquiring an additional 81 shares in the last quarter. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Equifax Stock Performance

Equifax stock opened at $233.05 on Friday. The stock's 50-day moving average is $247.84 and its 200-day moving average is $251.22. The company has a market cap of $28.85 billion, a price-to-earnings ratio of 45.61, a price-to-earnings-growth ratio of 2.81 and a beta of 1.68. The company has a debt-to-equity ratio of 0.79, a current ratio of 0.77 and a quick ratio of 0.77. Equifax, Inc. has a 12 month low of $199.98 and a 12 month high of $294.92.

Equifax (NYSE:EFX - Get Free Report) last released its quarterly earnings data 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 company had revenue of $1.54 billion for the quarter, compared to the consensus estimate of $1.51 billion. Equifax had a return on equity of 18.89% and a net margin of 10.95%.The company's quarterly revenue was up 7.4% compared to the same quarter last year. During the same period last year, the business posted $1.82 EPS. Equifax has set its Q3 2025 guidance at 1.870-1.970 EPS. FY 2025 guidance at 7.330-7.630 EPS. Equities analysts anticipate that Equifax, Inc. will post 7.58 earnings per share for the current year.

Equifax Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, September 15th. Stockholders of record on Tuesday, September 2nd were paid a $0.50 dividend. The ex-dividend date was Tuesday, September 2nd. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.9%. Equifax's dividend payout ratio (DPR) is 39.14%.

Insider Activity

In other news, CEO Mark W. Begor sold 48,264 shares of the stock in a transaction dated Monday, July 28th. The stock was sold at an average price of $241.71, for a total value of $11,665,891.44. Following the completion of the sale, the chief executive officer owned 142,872 shares in the company, valued at approximately $34,533,591.12. This trade represents a 25.25% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 1.40% of the company's stock.

Analysts Set New Price Targets

A number of analysts have issued reports on the company. Bank of America decreased their price target on Equifax from $285.00 to $250.00 and set a "neutral" rating on the stock in a research note on Friday, October 3rd. BMO Capital Markets decreased their target price on shares of Equifax from $280.00 to $260.00 and set a "market perform" rating on the stock in a research report on Wednesday, July 23rd. Citigroup dropped their price target on shares of Equifax from $294.00 to $290.00 and set a "buy" rating for the company in a research report on Wednesday, July 23rd. Oppenheimer dropped their price target on shares of Equifax from $296.00 to $279.00 and set an "outperform" rating for the company in a research report on Wednesday, July 23rd. Finally, Robert W. Baird dropped their price target on shares of Equifax from $310.00 to $289.00 and set an "outperform" rating for the company in a research 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 assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $282.47.

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.

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