IFM Investors Pty Ltd Grows Position in Equifax, Inc. $EFX

Key Points

• IFM Investors Pty Ltd increased its stake in Equifax, Inc. by 4.6% in the 2nd quarter, holding a total of 24,180 shares valued at approximately $6.27 million.
• Equifax reported $2.00 earnings per share for the quarter, exceeding analyst expectations, and projected Q3 2025 guidance between 1.870-1.970 EPS.
• The company announced a quarterly dividend of $0.50 per share, resulting in an annualized yield of 0.8% and a payout ratio of 39.14%.

IFM Investors Pty Ltd raised its stake in Equifax, Inc. (NYSE:EFX - Free Report) by 4.6% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 24,180 shares of the credit services provider's stock after buying an additional 1,057 shares during the quarter. IFM Investors Pty Ltd's holdings in Equifax were worth $6,272,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in EFX. 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. Zions Bancorporation National Association UT acquired a new position in shares of Equifax in the 1st quarter valued at $32,000. City Holding Co. acquired a new position in shares of Equifax in the 1st quarter valued at $34,000. Finally, ST Germain D J Co. Inc. acquired a new position in shares of Equifax in the 1st quarter valued at $38,000. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on EFX. BMO Capital Markets decreased their price target on Equifax from $280.00 to $260.00 and set a "market perform" rating on the stock in a research note on Wednesday, July 23rd. Barclays decreased their price target on Equifax from $260.00 to $240.00 and set an "equal weight" rating on the stock in a research note on Wednesday, July 23rd. Stifel Nicolaus increased their target price on Equifax from $277.00 to $295.00 and gave the stock a "buy" rating in a research note on Wednesday, June 18th. Oppenheimer decreased their target price on Equifax from $296.00 to $279.00 and set an "outperform" rating on the stock in a research note on Wednesday, July 23rd. Finally, UBS Group increased their target price on Equifax from $287.00 to $297.00 and gave the stock a "buy" rating in a research note on Monday, September 15th. 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 stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $284.80.

Equifax Stock Down 0.4%

Shares of NYSE EFX traded down $1.04 during midday trading on Tuesday, hitting $255.93. 169,865 shares of the company's stock were exchanged, compared to its average volume of 1,044,456. 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 twelve month low of $199.98 and a twelve month high of $301.60. The company has a market cap of $31.68 billion, a PE ratio of 50.08, a P/E/G ratio of 3.10 and a beta of 1.68. The firm's fifty day simple moving average is $248.72 and its 200-day simple moving average is $250.87.

Equifax (NYSE:EFX - Get Free Report) last issued its earnings results on Tuesday, July 22nd. The credit services provider reported $2.00 earnings per share for the quarter, topping the consensus estimate of $1.92 by $0.08. Equifax had a return on equity of 18.89% and a net margin of 10.95%.The business had revenue of $1.54 billion for the quarter, compared to analyst estimates of $1.51 billion. During the same quarter last year, the company earned $1.82 EPS. The business's quarterly revenue was up 7.4% on a year-over-year basis. Equifax has set its Q3 2025 guidance at 1.870-1.970 EPS. FY 2025 guidance at 7.330-7.630 EPS. Research analysts predict that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Announces Dividend

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

Insider Transactions at Equifax

In related news, CEO Mark W. Begor sold 48,264 shares of the firm's stock in a transaction that occurred on Monday, July 28th. The stock was sold at an average price of $241.71, for a total transaction of $11,665,891.44. Following the transaction, the chief executive officer owned 142,872 shares in the company, valued at $34,533,591.12. This trade represents a 25.25% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 1.40% of the stock is owned by corporate 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.