Findlay Park Partners LLP Has $136.03 Million Stock Position in Equifax, Inc. $EFX

Key Points

• Findlay Park Partners LLP significantly increased its stake in Equifax, owning a total of 558,500 shares valued at approximately $136 million, following a 67.3% increase during the first quarter of the year.
• Equifax reported earnings of $2.00 per share for the last quarter, surpassing analysts' expectations, and indicated a 7.4% revenue increase year-over-year with between $1.870 and $1.970 EPS projected for Q3 2025.
• The company announced a quarterly dividend payment of $0.50 per share, translating to a 0.8% dividend yield, with a payout ratio of 39.14%.

Findlay Park Partners LLP increased its position in shares of Equifax, Inc. (NYSE:EFX - Free Report) by 67.3% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 558,500 shares of the credit services provider's stock after acquiring an additional 224,700 shares during the period. Findlay Park Partners LLP owned about 0.45% of Equifax worth $136,028,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. DAVENPORT & Co LLC increased its stake in shares of 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 boosted its stake in shares of Equifax by 1,464.7% in the 1st quarter. Teacher Retirement System of Texas now owns 18,119 shares of the credit services provider's stock valued at $4,413,000 after purchasing an additional 16,961 shares during the last quarter. OneDigital Investment Advisors LLC bought a new stake in Equifax during the first quarter valued at $209,000. QRG Capital Management Inc. grew its holdings in Equifax by 19.9% during the 1st quarter. QRG Capital Management Inc. now owns 1,611 shares of the credit services provider's stock worth $392,000 after acquiring an additional 267 shares during the period. Finally, SG Americas Securities LLC raised its position in shares of Equifax by 44.2% in the 1st quarter. SG Americas Securities LLC now owns 5,229 shares of the credit services provider's stock worth $1,274,000 after acquiring an additional 1,602 shares in the last quarter. 96.20% of the stock is currently owned by institutional investors.

Equifax Trading Down 1.6%

Shares of NYSE EFX opened at $250.8860 on Tuesday. The stock has a market cap of $31.06 billion, a P/E ratio of 49.10, a price-to-earnings-growth ratio of 3.07 and a beta of 1.64. 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 1 year low of $199.98 and a 1 year high of $309.63. The firm has a 50-day moving average of $252.32 and a 200 day moving average of $250.28.

Equifax (NYSE:EFX - Get Free Report) last released its quarterly earnings data on Tuesday, July 22nd. The credit services provider reported $2.00 earnings per share for the quarter, beating analysts' consensus estimates of $1.92 by $0.08. Equifax had a net margin of 10.95% and a return on equity of 18.89%. The business had revenue of $1.54 billion during the quarter, compared to analyst estimates of $1.51 billion. During the same period last year, the business earned $1.82 EPS. Equifax's revenue was up 7.4% compared to the same quarter last year. 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, sell-side analysts expect that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, September 15th. Stockholders of record on Tuesday, September 2nd will be issued a $0.50 dividend. This represents a $2.00 annualized dividend 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

EFX has been the subject of several research reports. UBS Group reduced their price target on shares of Equifax from $315.00 to $278.00 and set a "buy" rating for the company in a research report on Wednesday, July 23rd. Royal Bank Of Canada reiterated an "outperform" rating and issued a $300.00 target price on shares of Equifax in a research note on Wednesday, June 18th. Oppenheimer dropped their target price on shares of Equifax from $296.00 to $279.00 and set an "outperform" rating on the stock in a research note on Wednesday, July 23rd. JPMorgan Chase & Co. lowered their price target on shares of Equifax from $277.00 to $272.00 and set an "overweight" rating on the stock in a research report on Wednesday, July 23rd. Finally, Needham & Company LLC reissued a "buy" rating and issued a $295.00 price target on shares of Equifax in a research report on Friday, June 20th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and six have issued 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.

Insider Activity at Equifax

In related news, CEO Mark W. Begor sold 48,264 shares of the business's stock in a transaction 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 owned 142,872 shares in the company, valued at approximately $34,533,591.12. The trade was a 25.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 1.40% of the company's stock.

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.

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