Riverbridge Partners LLC Trims Stake in Equifax, Inc. $EFX

Key Points

• Riverbridge Partners LLC reduced its stake in Equifax, Inc. by 15.9% in Q2, holding 14,468 shares valued at approximately $3.75 million.
• Equifax reported a quarterly earnings per share (EPS) of $2.00, beating expectations of $1.92, and set Q3 2025 guidance at $1.870-1.970 EPS.
• The company announced a quarterly dividend of $0.50 per share, representing an annualized dividend of $2.00 and a dividend yield of 0.8%.

Riverbridge Partners LLC cut its stake in shares of Equifax, Inc. (NYSE:EFX - Free Report) by 15.9% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 14,468 shares of the credit services provider's stock after selling 2,731 shares during the period. Riverbridge Partners LLC's holdings in Equifax were worth $3,753,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in EFX. Retireful LLC acquired a new position in Equifax during the 2nd quarter worth approximately $239,000. Public Employees Retirement System of Ohio lifted its stake in Equifax by 1.6% in the 2nd quarter. Public Employees Retirement System of Ohio now owns 38,438 shares of the credit services provider's stock valued at $9,970,000 after buying an additional 607 shares in the last quarter. Norden Group LLC lifted its stake in Equifax by 8.9% in the 2nd quarter. Norden Group LLC now owns 1,008 shares of the credit services provider's stock valued at $261,000 after buying an additional 82 shares in the last quarter. Fifth Third Bancorp lifted its stake in Equifax by 38.1% in the 2nd quarter. Fifth Third Bancorp now owns 4,476 shares of the credit services provider's stock valued at $1,161,000 after buying an additional 1,236 shares in the last quarter. Finally, Seed Wealth Management Inc. purchased a new stake in Equifax in the 2nd quarter valued at approximately $207,000. 96.20% of the stock is owned by hedge funds and other institutional investors.

Equifax Stock Down 0.1%

Shares of NYSE EFX opened at $257.27 on Thursday. Equifax, Inc. has a 12-month low of $199.98 and a 12-month high of $300.15. The company has a market cap of $31.85 billion, a P/E ratio of 50.35, a P/E/G ratio of 3.10 and a beta of 1.68. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 0.79. The stock has a fifty day moving average price of $248.69 and a 200 day moving average price of $250.96.

Equifax (NYSE:EFX - Get Free Report) last announced its quarterly earnings results on Tuesday, July 22nd. The credit services provider reported $2.00 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.92 by $0.08. Equifax had a return on equity of 18.89% and a net margin of 10.95%.The firm had revenue of $1.54 billion during 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 quarterly 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. Research analysts anticipate that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, September 15th. Stockholders of record on Tuesday, September 2nd were paid a dividend of $0.50 per share. The ex-dividend date was Tuesday, September 2nd. This represents a $2.00 annualized dividend and a dividend yield of 0.8%. Equifax's dividend payout ratio (DPR) is currently 39.14%.

Wall Street Analysts Forecast Growth

EFX has been the topic of a number of recent research reports. Citigroup reduced their target price on Equifax from $294.00 to $290.00 and set a "buy" rating on the stock in a research note on Wednesday, July 23rd. Morgan Stanley reaffirmed an "overweight" rating and issued a $305.00 target price (up previously from $295.00) on shares of Equifax in a research note on Tuesday, June 10th. Wells Fargo & Company reduced their price target on Equifax from $310.00 to $300.00 and set an "overweight" rating on the stock in a research note on Wednesday, July 23rd. Needham & Company LLC reissued a "buy" rating and set a $295.00 price target on shares of Equifax in a research note on Friday, June 20th. Finally, Barclays reduced their price target on Equifax from $260.00 to $240.00 and set an "equal weight" rating on the stock in a research note on Wednesday, July 23rd. 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. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $284.80.

Insider Buying and Selling at Equifax

In other news, CEO Mark W. Begor sold 48,264 shares of the firm's stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 142,872 shares in the company, valued at $34,533,591.12. This trade represents a 25.25% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.40% of the stock is owned by corporate insiders.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.