Equifax, Inc. $EFX Stock Holdings Raised by BNP PARIBAS ASSET MANAGEMENT Holding S.A.

Key Points

• BNP PARIBAS ASSET MANAGEMENT Holding S.A. increased its stake in Equifax, Inc. by 21.2% in the first quarter, now owning 13,139 shares valued at approximately $3.2 million.
• Equifax's CEO, Mark W. Begor, sold 48,264 shares at an average price of $241.71, reducing his ownership by 25.25% to 142,872 shares.
• Equifax reported Q2 earnings of $2.00 per share, surpassing estimates, with revenue of $1.54 billion, reflecting a 7.4% year-over-year increase.

BNP PARIBAS ASSET MANAGEMENT Holding S.A. raised its stake in Equifax, Inc. (NYSE:EFX - Free Report) by 21.2% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,139 shares of the credit services provider's stock after purchasing an additional 2,300 shares during the quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A.'s holdings in Equifax were worth $3,200,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. True Wealth Design LLC boosted its holdings in shares of Equifax by 1,920.0% in the 4th 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 during the last quarter. Ameriflex Group Inc. acquired a new position in shares of Equifax in the 4th quarter valued at $28,000. N.E.W. Advisory Services LLC acquired a new position in shares of Equifax in the 1st quarter valued at $28,000. Colonial Trust Co SC boosted its holdings in shares of Equifax by 505.0% in the 4th quarter. Colonial Trust Co SC now owns 121 shares of the credit services provider's stock valued at $31,000 after purchasing an additional 101 shares during the last quarter. Finally, Zions Bancorporation National Association UT acquired a new position in shares of Equifax in the 1st quarter valued at $32,000. Institutional investors and hedge funds own 96.20% of the company's stock.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on EFX shares. Bank of America lowered shares of Equifax from a "buy" rating to a "neutral" rating and reduced their target price for the company from $300.00 to $285.00 in a report on Monday, June 23rd. Stifel Nicolaus lifted their target price on shares of Equifax from $277.00 to $295.00 and gave the company a "buy" rating in a report on Wednesday, June 18th. Morgan Stanley restated an "overweight" rating and set a $305.00 target price (up previously from $295.00) on shares of Equifax in a report on Tuesday, June 10th. Oppenheimer reduced their target price on shares of Equifax from $296.00 to $279.00 and set an "outperform" rating on the stock in a report on Wednesday, July 23rd. Finally, BMO Capital Markets reduced their target price on shares of Equifax from $280.00 to $260.00 and set a "market perform" rating on the stock in a report on Wednesday, July 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and six have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $283.53.

Insider Buying and Selling

In other news, CEO Mark W. Begor sold 48,264 shares of the business's stock in a transaction dated Monday, July 28th. The shares were 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 of the company's stock, valued at approximately $34,533,591.12. The trade was a 25.25% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 1.40% of the stock is owned by corporate insiders.

Equifax Stock Up 3.9%

EFX stock traded up $9.4880 during trading on Friday, reaching $254.9380. The stock had a trading volume of 891,615 shares, compared to its average volume of 1,066,251. Equifax, Inc. has a 1-year low of $199.98 and a 1-year high of $309.63. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 0.79. The company has a market capitalization of $31.56 billion, a P/E ratio of 49.89, a PEG ratio of 3.07 and a beta of 1.64. The firm has a fifty day moving average price of $252.65 and a 200 day moving average price of $250.25.

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

Equifax Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 15th. Shareholders of record on Tuesday, September 2nd will be issued a $0.50 dividend. The ex-dividend date is Tuesday, September 2nd. This represents a $2.00 dividend on an annualized basis and a yield of 0.8%. Equifax's payout ratio is currently 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.