J. Safra Sarasin Holding AG Invests $453,000 in Equifax, Inc. $EFX

Key Points

• J. Safra Sarasin Holding AG has invested $453,000 in Equifax, purchasing 1,746 shares during the second quarter, indicating confidence in the credit services provider's performance.
• Equifax recently set a quarterly dividend of $0.50 per share, reflecting an annual yield of 0.8%, maintaining a healthy payout ratio of 39.14%.
• Analysts are generally optimistic about Equifax, with a consensus rating of Moderate Buy and a price target of approximately $282.47, suggesting potential stock appreciation.

J. Safra Sarasin Holding AG purchased a new position in shares of Equifax, Inc. (NYSE:EFX - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 1,746 shares of the credit services provider's stock, valued at approximately $453,000.

Several other large investors have also modified their holdings of EFX. Brighton Jones LLC lifted its holdings in Equifax by 49.2% in the fourth 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 during the last quarter. Merit Financial Group LLC bought a new position in Equifax in the first quarter worth about $231,000. Impact Capital Partners LLC lifted its holdings in Equifax by 2.6% in the first quarter. Impact Capital Partners LLC now owns 2,801 shares of the credit services provider's stock worth $682,000 after acquiring an additional 71 shares during the last quarter. Blue Zone Wealth Advisors LLC lifted its holdings in Equifax by 14.9% in the first quarter. Blue Zone Wealth Advisors LLC now owns 26,318 shares of the credit services provider's stock worth $6,410,000 after acquiring an additional 3,420 shares during the last quarter. Finally, Toth Financial Advisory Corp lifted its holdings in Equifax by 1.1% in the first quarter. Toth Financial Advisory Corp now owns 33,153 shares of the credit services provider's stock worth $8,075,000 after acquiring an additional 362 shares during the last quarter. Institutional investors own 96.20% of the company's stock.

Analyst Upgrades and Downgrades

EFX has been the topic of a number of recent research reports. Stifel Nicolaus raised their target price on shares of Equifax from $277.00 to $295.00 and gave the stock a "buy" rating in a report on Wednesday, June 18th. Barclays dropped their price target 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. Wells Fargo & Company dropped 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. JPMorgan Chase & Co. dropped their price target on shares of Equifax from $277.00 to $272.00 and set an "overweight" rating on the stock in a research note on Wednesday, July 23rd. Finally, Needham & Company LLC restated a "buy" rating and issued a $295.00 price target on shares of Equifax in a research note on Friday, June 20th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $282.47.

Insiders Place Their Bets

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 shares were sold at an average price of $241.71, for a total transaction of $11,665,891.44. Following the completion of the sale, 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 sale was disclosed in a filing with the SEC, which is available at the SEC website. Insiders own 1.40% of the company's stock.

Equifax Price Performance

NYSE EFX opened at $236.89 on Friday. Equifax, Inc. has a 12 month low of $199.98 and a 12 month high of $294.92. The company has a debt-to-equity ratio of 0.79, a current ratio of 0.77 and a quick ratio of 0.77. The firm has a market capitalization of $29.33 billion, a PE ratio of 46.36, a P/E/G ratio of 2.86 and a beta of 1.68. The company's 50 day simple moving average is $248.28 and its 200 day simple moving average is $251.47.

Equifax (NYSE:EFX - Get Free Report) last posted its quarterly earnings data on Tuesday, July 22nd. The credit services provider reported $2.00 EPS 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 for the quarter, compared to analyst estimates of $1.51 billion. During the same quarter last year, the business earned $1.82 earnings per share. The business'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. As a group, equities research analysts forecast that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, September 15th. Investors of record on Tuesday, September 2nd were issued 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 presently 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.

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