Equifax, Inc. $EFX Shares Sold by Voya Investment Management LLC

Key Points

• Voya Investment Management LLC reduced its holdings in Equifax by 6.4%, owning 52,431 shares valued at approximately $12.77 million after selling 3,559 shares in the first quarter.
• CEO Mark W. Begor sold over 48,000 shares of Equifax stock, representing a 25.25% decrease in his position, with the sale totaling around $11.67 million.
• Equifax's recent earnings report showed a profit of $2.00 per share, exceeding analyst expectations, and the company has set guidance for Q3 2025 at 1.870-1.970 EPS.

Voya Investment Management LLC decreased its stake in shares of Equifax, Inc. (NYSE:EFX - Free Report) by 6.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 52,431 shares of the credit services provider's stock after selling 3,559 shares during the quarter. Voya Investment Management LLC's holdings in Equifax were worth $12,770,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the stock. Brighton Jones LLC boosted its position in shares of Equifax by 49.2% during the 4th quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider's stock worth $927,000 after acquiring an additional 1,200 shares in the last quarter. D. E. Shaw & Co. Inc. boosted its position in shares of Equifax by 243.9% during the 4th quarter. D. E. Shaw & Co. Inc. now owns 10,664 shares of the credit services provider's stock worth $2,718,000 after acquiring an additional 7,563 shares in the last quarter. Janus Henderson Group PLC boosted its position in shares of Equifax by 1.9% during the 4th quarter. Janus Henderson Group PLC now owns 14,970 shares of the credit services provider's stock worth $3,815,000 after acquiring an additional 276 shares in the last quarter. Nomura Holdings Inc. acquired a new position in shares of Equifax during the 4th quarter worth about $1,041,000. Finally, Quantinno Capital Management LP boosted its position in shares of Equifax by 6.2% during the 4th quarter. Quantinno Capital Management LP now owns 10,494 shares of the credit services provider's stock worth $2,675,000 after acquiring an additional 613 shares in the last quarter. Hedge funds and other institutional investors own 96.20% of the company's stock.

Analysts Set New Price Targets

A number of brokerages recently issued reports on EFX. JPMorgan Chase & Co. decreased their target price on Equifax from $277.00 to $272.00 and set an "overweight" rating for the company in a research report on Wednesday, July 23rd. Morgan Stanley reissued an "overweight" rating and issued a $305.00 target price (up from $295.00) on shares of Equifax in a research report on Tuesday, June 10th. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $300.00 price objective on shares of Equifax in a research report on Wednesday, June 18th. BMO Capital Markets decreased their price objective on Equifax from $280.00 to $260.00 and set a "market perform" rating for the company in a research report on Wednesday, July 23rd. Finally, Bank of America cut Equifax from a "buy" rating to a "neutral" rating and decreased their price objective for the stock from $300.00 to $285.00 in a research report on Monday, June 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, Equifax currently has an average rating of "Moderate Buy" and a consensus target price of $284.80.

Insider Activity at Equifax

In other news, CEO Mark W. Begor sold 48,264 shares of the company'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 completion of the transaction, the chief executive officer directly owned 142,872 shares of the company's stock, valued at approximately $34,533,591.12. This represents a 25.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 1.40% of the company's stock.

Equifax Stock Down 1.2%

Shares of EFX traded down $3.22 during midday trading on Friday, reaching $257.50. 1,513,645 shares of the company were exchanged, compared to its average volume of 931,388. The stock has a 50-day moving average price of $248.80 and a 200-day moving average price of $250.78. The company has a market cap of $31.88 billion, a price-to-earnings ratio of 50.39, a P/E/G ratio of 3.14 and a beta of 1.68. Equifax, Inc. has a 1-year low of $199.98 and a 1-year high of $301.60. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 0.79.

Equifax (NYSE:EFX - Get Free Report) last announced its quarterly earnings data on Tuesday, July 22nd. The credit services provider reported $2.00 earnings per share for the quarter, beating the consensus estimate of $1.92 by $0.08. The firm had revenue of $1.54 billion during 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%.Equifax's quarterly revenue was up 7.4% on a year-over-year basis. During the same period in the previous 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. Research analysts expect that Equifax, Inc. will post 7.58 earnings per share for the current year.

Equifax Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, September 15th. Stockholders of record on Tuesday, September 2nd were issued a dividend of $0.50 per share. The ex-dividend date of this dividend was Tuesday, September 2nd. This represents a $2.00 annualized dividend and a dividend yield of 0.8%. Equifax's dividend payout ratio is 39.14%.

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.