Dimensional Fund Advisors LP Has $159.48 Million Stake in Equifax, Inc. $EFX

Key Points

• Dimensional Fund Advisors LP increased its holdings in Equifax, Inc. by 4.0% in Q1, bringing its total to 654,911 shares worth approximately $159 million.
• Equifax's CEO, Mark W. Begor, sold 48,264 shares for nearly $11.67 million, marking a 25.25% decrease in his ownership of the company's stock.
• Equifax recently reported an EPS of $2.00 for Q2, surpassing analysts' expectations and achieving a 7.4% revenue growth year-over-year.

Dimensional Fund Advisors LP grew its holdings in Equifax, Inc. (NYSE:EFX - Free Report) by 4.0% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 654,911 shares of the credit services provider's stock after buying an additional 25,343 shares during the quarter. Dimensional Fund Advisors LP owned 0.53% of Equifax worth $159,483,000 as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. True Wealth Design LLC raised its position in Equifax by 1,920.0% in the fourth quarter. True Wealth Design LLC now owns 101 shares of the credit services provider's stock worth $26,000 after purchasing an additional 96 shares in the last quarter. Ameriflex Group Inc. bought a new stake in shares of Equifax in the 4th quarter valued at approximately $28,000. N.E.W. Advisory Services LLC acquired a new position in shares of Equifax in the 1st quarter worth approximately $28,000. Colonial Trust Co SC lifted its position in shares of Equifax by 505.0% during the 4th quarter. Colonial Trust Co SC now owns 121 shares of the credit services provider's stock worth $31,000 after buying an additional 101 shares during the period. Finally, Zions Bancorporation National Association UT acquired a new stake in Equifax in the 1st quarter valued at $32,000. 96.20% of the stock is currently owned by institutional investors and hedge funds.

Equifax Trading Down 1.6%

EFX traded down $4.1140 during mid-day trading on Monday, reaching $250.8860. The stock had a trading volume of 836,472 shares, compared to its average volume of 1,062,451. The firm's fifty day simple moving average is $252.32 and its two-hundred day simple moving average is $250.28. The stock has a market capitalization of $31.06 billion, a P/E ratio of 49.10, a P/E/G ratio of 3.07 and a beta of 1.64. Equifax, Inc. has a 52 week low of $199.98 and a 52 week 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 results 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 business had revenue of $1.54 billion for the quarter, compared to analyst estimates of $1.51 billion. Equifax had a return on equity of 18.89% and a net margin of 10.95%.The firm's revenue for the quarter was up 7.4% compared to the same quarter last year. During the same quarter in the prior year, the firm 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. On average, equities analysts predict that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Announces Dividend

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

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on EFX. Bank of America cut Equifax from a "buy" rating to a "neutral" rating and cut their price objective for the company from $300.00 to $285.00 in a report on Monday, June 23rd. Wells Fargo & Company cut their price target on shares of Equifax from $310.00 to $300.00 and set an "overweight" rating for the company in a report on Wednesday, July 23rd. Oppenheimer reduced their price target on shares of Equifax from $296.00 to $279.00 and set an "outperform" rating on the stock in a research report on Wednesday, July 23rd. Citigroup dropped their price objective on shares of Equifax from $294.00 to $290.00 and set a "buy" rating for the company in a report on Wednesday, July 23rd. Finally, JPMorgan Chase & Co. reduced their target price on Equifax from $277.00 to $272.00 and set an "overweight" rating on the stock in a report on Wednesday, July 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and six have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $283.53.

Insiders Place Their Bets

In other Equifax news, CEO Mark W. Begor sold 48,264 shares of the firm'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 value of $11,665,891.44. Following the transaction, the chief executive officer directly owned 142,872 shares of the company's stock, valued at approximately $34,533,591.12. This trade represents a 25.25% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.40% of the stock is owned by corporate insiders.

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.