Amundi Has $48.01 Million Stock Holdings in Equifax, Inc. $EFX

Key Points

• Amundi increased its stake in Equifax by 4.7%, now holding 207,122 shares valued at approximately $48 million.
• CEO Mark W. Begor sold 48,264 shares of Equifax, reducing his ownership by 25.25% in a transaction valued at over $11.6 million.
• Recent analyst reports indicate a moderate buy rating for Equifax, with a consensus price target of $283.53 following a positive quarter in earnings.

Amundi increased its position in shares of Equifax, Inc. (NYSE:EFX - Free Report) by 4.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 207,122 shares of the credit services provider's stock after acquiring an additional 9,276 shares during the quarter. Amundi owned about 0.17% of Equifax worth $48,011,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. DAVENPORT & Co LLC lifted its stake in Equifax by 12.0% in the first quarter. DAVENPORT & Co LLC now owns 2,212 shares of the credit services provider's stock valued at $539,000 after buying an additional 237 shares during the period. Teacher Retirement System of Texas lifted its stake in Equifax by 1,464.7% in the first quarter. Teacher Retirement System of Texas now owns 18,119 shares of the credit services provider's stock valued at $4,413,000 after buying an additional 16,961 shares during the period. OneDigital Investment Advisors LLC acquired a new position in Equifax in the first quarter valued at about $209,000. QRG Capital Management Inc. lifted its stake in Equifax by 19.9% in the first quarter. QRG Capital Management Inc. now owns 1,611 shares of the credit services provider's stock valued at $392,000 after buying an additional 267 shares during the period. Finally, SG Americas Securities LLC lifted its stake in Equifax by 44.2% in the first quarter. SG Americas Securities LLC now owns 5,229 shares of the credit services provider's stock valued at $1,274,000 after buying an additional 1,602 shares during the period. Institutional investors and hedge funds own 96.20% of the company's stock.

Insider Activity

In related 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 transaction of $11,665,891.44. Following the completion of the transaction, the chief executive officer directly 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 hyperlink. Insiders own 1.40% of the company's stock.

Equifax Stock Down 1.6%

Shares of NYSE:EFX traded down $4.09 during mid-day trading on Friday, reaching $256.14. 199,025 shares of the stock were exchanged, compared to its average volume of 1,042,337. The company has a quick ratio of 0.77, a current ratio of 0.77 and a debt-to-equity ratio of 0.79. The company has a market cap of $31.71 billion, a P/E ratio of 50.17, a P/E/G ratio of 2.96 and a beta of 1.68. Equifax, Inc. has a one year low of $199.98 and a one year high of $309.63. The stock's 50 day simple moving average is $249.29 and its 200-day simple moving average is $250.16.

Equifax (NYSE:EFX - Get Free Report) last posted its quarterly earnings data on Tuesday, July 22nd. The credit services provider reported $2.00 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.92 by $0.08. The business had revenue of $1.54 billion during 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%.Equifax's quarterly revenue was up 7.4% on a year-over-year basis. During the same period last year, the company earned $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 research analysts predict that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Dividend Announcement

The company 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. The ex-dividend date is Tuesday, September 2nd. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.8%. Equifax's dividend payout ratio (DPR) is presently 39.14%.

Analyst Ratings Changes

EFX has been the topic of several analyst reports. Barclays cut their target price 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. Royal Bank Of Canada reissued an "outperform" rating and issued a $300.00 target price on shares of Equifax in a research note on Wednesday, June 18th. Citigroup lowered their price target on Equifax from $294.00 to $290.00 and set a "buy" rating for the company in a report on Wednesday, July 23rd. BMO Capital Markets lowered their price target on Equifax from $280.00 to $260.00 and set a "market perform" rating for the company in a report on Wednesday, July 23rd. Finally, Oppenheimer lowered their price target on Equifax from $296.00 to $279.00 and set an "outperform" rating for the company 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 given a Hold rating to the stock. Based on data from MarketBeat, Equifax currently has a consensus rating of "Moderate Buy" and a consensus price target of $283.53.

About Equifax

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.