Landscape Capital Management L.L.C. Has $2.46 Million Stock Holdings in Equifax, Inc. $EFX

Key Points

• Landscape Capital Management L.L.C. increased its stake in Equifax, Inc. by 233.1%, acquiring an additional 7,076 shares, bringing their total holdings to 10,111 shares valued at $2.46 million.
• Equifax recently declared a quarterly dividend of $0.50 per share, with an annualized yield of 0.8%, payable on September 15th to shareholders of record.
• Analysts have mixed ratings on Equifax, with one "Strong Buy", twelve "Buy," and six "Hold" ratings, reflecting a consensus target price of approximately $283.53.

Landscape Capital Management L.L.C. lifted its position in Equifax, Inc. (NYSE:EFX - Free Report) by 233.1% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,111 shares of the credit services provider's stock after buying an additional 7,076 shares during the quarter. Landscape Capital Management L.L.C.'s holdings in Equifax were worth $2,463,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of EFX. Brighton Jones LLC boosted its position in shares of Equifax by 49.2% in the fourth quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider's stock valued at $927,000 after acquiring an additional 1,200 shares during the period. Beacon Pointe Advisors LLC grew its holdings in shares of Equifax by 25.4% during the fourth quarter. Beacon Pointe Advisors LLC now owns 2,643 shares of the credit services provider's stock worth $674,000 after purchasing an additional 535 shares during the last quarter. Northern Trust Corp grew its holdings in shares of 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 purchasing an additional 116,524 shares during the last quarter. Lido Advisors LLC grew its holdings in shares of Equifax by 57.9% during the fourth quarter. Lido Advisors LLC now owns 4,366 shares of the credit services provider's stock worth $1,113,000 after purchasing an additional 1,601 shares during the last quarter. Finally, AQR Capital Management LLC grew its holdings in shares of Equifax by 1,933.1% during the fourth quarter. AQR Capital Management LLC now owns 108,992 shares of the credit services provider's stock worth $27,777,000 after purchasing an additional 103,631 shares during the last quarter. 96.20% of the stock is owned by institutional investors.

Equifax Stock Down 4.6%

Equifax stock traded down $11.28 during midday trading on Tuesday, reaching $234.52. The stock had a trading volume of 1,009,273 shares, compared to its average volume of 1,044,955. The firm's fifty day simple moving average is $251.45 and its 200-day simple moving average is $250.06. Equifax, Inc. has a 1-year low of $199.98 and a 1-year high of $309.63. The stock has a market capitalization of $29.03 billion, a P/E ratio of 45.90, a price-to-earnings-growth ratio of 2.96 and a beta of 1.68. The company has a debt-to-equity ratio of 0.79, a quick ratio of 0.77 and a current ratio of 0.77.

Equifax (NYSE:EFX - Get Free Report) last posted its quarterly 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. The firm had revenue of $1.54 billion for 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%.The business's quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.82 EPS. 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, analysts expect that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, September 15th. Shareholders of record on Tuesday, September 2nd will be given a dividend of $0.50 per share. The ex-dividend date of this dividend is Tuesday, September 2nd. This represents a $2.00 annualized dividend and a dividend yield of 0.9%. Equifax's payout ratio is 39.14%.

Insider Buying and Selling at Equifax

In other Equifax news, CEO Mark W. Begor sold 48,264 shares of the business'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 transaction, the chief executive officer owned 142,872 shares of the company's stock, valued at $34,533,591.12. The trade was a 25.25% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 1.40% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several analysts have recently commented on the company. UBS Group decreased their target price on Equifax from $315.00 to $278.00 and set a "buy" rating on the stock in a report on Wednesday, July 23rd. Needham & Company LLC reaffirmed a "buy" rating and set a $295.00 price target on shares of Equifax in a research note on Friday, June 20th. Royal Bank Of Canada reissued an "outperform" rating and issued a $300.00 target price on shares of Equifax in a research note on Wednesday, June 18th. Robert W. Baird cut their target price on Equifax from $310.00 to $289.00 and set an "outperform" rating on the stock in a research note on Wednesday, July 23rd. Finally, Stifel Nicolaus raised their price target on Equifax from $277.00 to $295.00 and gave the stock a "buy" rating in a research report on Wednesday, June 18th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, Equifax currently has an average rating of "Moderate Buy" and an average target price of $283.53.

About Equifax

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.