Jupiter Topco LLC Purchases New Position in Equifax, Inc. $EFX

Key Points

• Jupiter Topco LLC acquired 14,357 Equifax shares during the second quarter, worth approximately $2.28 million. Institutional investors collectively own 96.2% of the company.
• Analysts maintain a generally positive view, with 15 Buy ratings and six Holds; Equifax has a consensus “Moderate Buy” rating and an average price target of $215.16.
• Equifax exceeded quarterly earnings expectations with $2.25 in EPS and reported 10.6% year-over-year revenue growth. The company also declared a quarterly dividend of $0.56 per share, representing a 1.2% yield.

Jupiter Topco LLC acquired a new stake in Equifax, Inc. (NYSE:EFX - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 14,357 shares of the credit services provider's stock, valued at approximately $2,278,000.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Brighton Jones LLC increased its stake in 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 buying an additional 1,200 shares in the last quarter. Canada Pension Plan Investment Board purchased a new position in shares of Equifax in the second quarter valued at approximately $40,028,000. B. Metzler seel. Sohn & Co. AG acquired a new stake in shares of Equifax in the second quarter worth approximately $463,000. Canada Post Corp Registered Pension Plan increased its position in shares of Equifax by 1,253.8% during the fourth quarter. Canada Post Corp Registered Pension Plan now owns 24,978 shares of the credit services provider's stock worth $5,420,000 after purchasing an additional 23,133 shares in the last quarter. Finally, Louisiana State Employees Retirement System acquired a new position in Equifax in the 1st quarter valued at $1,098,000. Institutional investors and hedge funds own 96.20% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on EFX shares. Rothschild & Co Redburn raised shares of Equifax from a "neutral" rating to a "buy" rating and upped their target price for the stock from $214.00 to $235.00 in a report on Friday, August 21st. BNP Paribas Exane raised their price target on shares of Equifax from $185.00 to $190.00 and gave the stock a "neutral" rating in a research note on Wednesday, July 22nd. Bank of America dropped their price objective on shares of Equifax from $250.00 to $225.00 and set a "buy" rating for the company in a research note on Tuesday, May 19th. Royal Bank Of Canada decreased their target price on shares of Equifax from $222.00 to $194.00 and set an "outperform" rating on the stock in a research note on Wednesday, July 22nd. Finally, Robert W. Baird lowered their target price on Equifax from $245.00 to $232.00 and set an "outperform" rating on the stock in a report on Wednesday, July 22nd. Fifteen analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, Equifax currently has a consensus rating of "Moderate Buy" and a consensus target price of $215.16.

Insiders Place Their Bets

In related news, CEO Mark Begor sold 37,791 shares of the firm's stock in a transaction that occurred on Friday, July 24th. The shares were sold at an average price of $172.16, for a total value of $6,506,098.56. Following the sale, the chief executive officer owned 271,890 shares of the company's stock, valued at $46,808,582.40. This trade represents a 12.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is currently owned by company insiders.

Equifax Stock Up 2.0%

Shares of NYSE:EFX opened at $189.27 on Friday. The firm has a market capitalization of $22.24 billion, a PE ratio of 33.26, a price-to-earnings-growth ratio of 1.80 and a beta of 1.31. Equifax, Inc. has a 1 year low of $150.74 and a 1 year high of $271.84. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.60 and a quick ratio of 0.60. The firm's 50-day moving average is $178.16 and its two-hundred day moving average is $177.90.

Equifax (NYSE:EFX - Get Free Report) last issued its quarterly earnings results on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share for the quarter, topping the consensus estimate of $2.20 by $0.05. The company had revenue of $1.70 billion for the quarter, compared to the consensus estimate of $1.70 billion. Equifax had a return on equity of 21.61% and a net margin of 10.73%.Equifax's revenue was up 10.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.00 EPS. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. Analysts predict that Equifax, Inc. will post 8.58 EPS for the current year.

Equifax Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be paid a dividend of $0.56 per share. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Monday, August 31st. Equifax's dividend payout ratio is presently 39.37%.

Equifax Profile

Equifax Inc NYSE: EFX is a global data, analytics and technology company that specializes in consumer and commercial credit reporting, decisioning tools and identity solutions. Headquartered in Atlanta, Georgia, Equifax is one of the three major consumer credit reporting agencies in the United States and provides credit information and related services to lenders, employers, governments and consumers worldwide.

The company's offerings include consumer credit reports and scores, credit monitoring and identity protection services, and a range of business-oriented products for risk management, fraud detection and compliance.

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