Equifax, Inc. $EFX Stock Holdings Lifted by Toth Financial Advisory Corp

Key Points

• Toth Financial Advisory Corp increased its shareholding in Equifax, Inc. by 6.5% during Q2, acquiring an additional 2,141 shares, bringing their total to 35,294 shares with a worth of approximately $9.15 million.
• Equifax reported a quarterly earnings per share of $2.00, exceeding estimates of $1.92, with a revenue increase of 7.4% year-over-year to $1.54 billion.
• The company announced a quarterly dividend of $0.50 per share, yielding 0.8%, with a current dividend payout ratio of 39.14%.

Toth Financial Advisory Corp increased its holdings in Equifax, Inc. (NYSE:EFX - Free Report) by 6.5% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,294 shares of the credit services provider's stock after acquiring an additional 2,141 shares during the quarter. Equifax comprises about 1.1% of Toth Financial Advisory Corp's investment portfolio, making the stock its 28th biggest holding. Toth Financial Advisory Corp's holdings in Equifax were worth $9,154,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Inspire Investing LLC lifted its holdings in Equifax by 28.0% during the first quarter. Inspire Investing LLC now owns 1,295 shares of the credit services provider's stock valued at $315,000 after purchasing an additional 283 shares in the last quarter. DAVENPORT & Co LLC raised its holdings in Equifax by 12.0% in the first quarter. DAVENPORT & Co LLC now owns 2,212 shares of the credit services provider's stock worth $539,000 after purchasing an additional 237 shares in the last quarter. Teacher Retirement System of Texas increased its holdings in shares of Equifax by 1,464.7% during the first quarter. Teacher Retirement System of Texas now owns 18,119 shares of the credit services provider's stock valued at $4,413,000 after acquiring an additional 16,961 shares in the last quarter. OneDigital Investment Advisors LLC purchased a new stake in Equifax in the 1st quarter worth approximately $209,000. Finally, QRG Capital Management Inc. lifted its position in shares of Equifax by 19.9% during the 1st quarter. QRG Capital Management Inc. now owns 1,611 shares of the credit services provider's stock valued at $392,000 after buying an additional 267 shares in the last quarter. 96.20% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

EFX has been the subject of a number of recent analyst reports. Citigroup cut their price objective on Equifax from $294.00 to $290.00 and set a "buy" rating for the company in a research report on Wednesday, July 23rd. Royal Bank Of Canada restated an "outperform" rating and set a $300.00 target price on shares of Equifax in a report on Wednesday, June 18th. JPMorgan Chase & Co. decreased their price objective on Equifax from $277.00 to $272.00 and set an "overweight" rating for the company in a research note on Wednesday, July 23rd. Barclays decreased their target price on Equifax from $260.00 to $240.00 and set an "equal weight" rating for the company in a research note on Wednesday, July 23rd. Finally, Oppenheimer cut their price target on Equifax from $296.00 to $279.00 and set an "outperform" rating on the stock in a research report on Wednesday, July 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $284.80.

Equifax Stock Down 1.2%

NYSE:EFX traded down $3.22 during trading hours on Friday, hitting $257.50. The stock had a trading volume of 1,513,645 shares, compared to its average volume of 962,431. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 0.79. Equifax, Inc. has a 1-year low of $199.98 and a 1-year high of $301.60. The business has a 50 day simple moving average of $248.80 and a two-hundred day simple moving average of $250.86. The company has a market cap of $31.88 billion, a PE ratio of 50.39, a price-to-earnings-growth ratio of 3.10 and a beta of 1.68.

Equifax (NYSE:EFX - Get Free Report) last posted its quarterly earnings data on Tuesday, July 22nd. The credit services provider reported $2.00 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.92 by $0.08. The company had revenue of $1.54 billion for the quarter, compared to the consensus estimate of $1.51 billion. Equifax had a return on equity of 18.89% and a net margin of 10.95%.Equifax's revenue for the quarter was up 7.4% compared to the same quarter last year. During the same period in the previous year, the business 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. Analysts predict that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, September 15th. Shareholders of record on Tuesday, September 2nd were given 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 payout ratio is 39.14%.

Insider Activity at Equifax

In other news, CEO Mark W. Begor sold 48,264 shares of the business's stock in a transaction on Monday, July 28th. The stock was 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 of the company's stock, valued at approximately $34,533,591.12. The trade was a 25.25% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 1.40% of the company's stock.

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.