National Pension Service Increases Position in Equifax, Inc. $EFX

Key Points

• The National Pension Service increased its holdings in Equifax, Inc. by 16.6%, owning 177,435 shares valued at approximately $43.2 million.
• Equifax's CEO, Mark W. Begor, sold 48,264 shares of the company, dropping his ownership by 25.25%, while the stock is currently trading around $247.74.
• Analysts have mixed views on Equifax, with price targets ranging from $278.00 to $295.00, while the overall consensus rating remains a "Moderate Buy."

National Pension Service increased its holdings in shares of Equifax, Inc. (NYSE:EFX - Free Report) by 16.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 177,435 shares of the credit services provider's stock after acquiring an additional 25,297 shares during the quarter. National Pension Service owned about 0.14% of Equifax worth $43,216,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Vanguard Group Inc. boosted its position in Equifax by 2.2% during the first quarter. Vanguard Group Inc. now owns 14,708,331 shares of the credit services provider's stock worth $3,582,361,000 after acquiring an additional 318,826 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its position in Equifax by 15.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 5,027,817 shares of the credit services provider's stock worth $1,281,340,000 after acquiring an additional 679,688 shares during the last quarter. Kayne Anderson Rudnick Investment Management LLC boosted its position in Equifax by 0.4% during the fourth quarter. Kayne Anderson Rudnick Investment Management LLC now owns 3,123,701 shares of the credit services provider's stock worth $796,075,000 after acquiring an additional 11,861 shares during the last quarter. JPMorgan Chase & Co. boosted its position in Equifax by 119.3% during the first quarter. JPMorgan Chase & Co. now owns 1,453,618 shares of the credit services provider's stock worth $354,044,000 after acquiring an additional 790,919 shares during the last quarter. Finally, Northern Trust Corp boosted its position in Equifax by 10.7% during the fourth quarter. Northern Trust Corp now owns 1,207,225 shares of the credit services provider's stock worth $307,661,000 after acquiring an additional 116,524 shares during the last quarter. 96.20% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Equifax

In other Equifax news, CEO Mark W. Begor sold 48,264 shares of the 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 sale, 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 position. The sale was disclosed in a document filed with the SEC, which is available at this link. Corporate insiders own 1.40% of the company's stock.

Equifax Stock Down 0.0%

EFX traded down $0.0450 during trading hours on Wednesday, hitting $249.8650. 395,987 shares of the company's stock were exchanged, compared to its average volume of 1,053,576. Equifax, Inc. has a 12-month low of $199.98 and a 12-month high of $309.63. The firm has a 50 day moving average of $253.74 and a 200 day moving average of $250.63. The firm has a market cap of $30.93 billion, a P/E ratio of 48.86, a price-to-earnings-growth ratio of 2.96 and a beta of 1.64. 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 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 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 the consensus estimate of $1.51 billion. During the same period in the prior year, the firm earned $1.82 EPS. The firm's revenue for the quarter 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. Analysts predict that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts have commented on EFX shares. Citigroup reduced their target price on shares of Equifax from $294.00 to $290.00 and set a "buy" rating on the stock in a research note on Wednesday, July 23rd. Barclays reduced their target price on shares of Equifax from $260.00 to $240.00 and set an "equal weight" rating on the stock in a research note on Wednesday, July 23rd. Robert W. Baird reduced their target price on shares of Equifax from $310.00 to $289.00 and set an "outperform" rating on the stock in a research note on Wednesday, July 23rd. Wells Fargo & Company reduced their price target on shares of Equifax from $310.00 to $300.00 and set an "overweight" rating on the stock in a research note on Wednesday, July 23rd. Finally, Stifel Nicolaus boosted their price target on shares of Equifax from $277.00 to $295.00 and gave the company a "buy" rating in a research note on Wednesday, June 18th. One investment 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 stock. According to data from MarketBeat.com, Equifax currently has an average rating of "Moderate Buy" and a consensus price target of $283.53.

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.