UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC Buys 472,861 Shares of Equifax, Inc. $EFX

Key Points

• UBS Asset Management increased its stake in Equifax, Inc. by 55.9%, owning approximately 1.06% of the company worth $321.2 million after purchasing an additional 472,861 shares.
• Several institutional investors, including Price T Rowe Associates and JPMorgan Chase, have significantly boosted their holdings in Equifax during the first quarter, showcasing strong interest from the investment community.
• Equifax is set to pay a quarterly dividend of $0.50 per share on September 15th, which corresponds to an annualized yield of 0.8%.

UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of Equifax, Inc. (NYSE:EFX - Free Report) by 55.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,318,914 shares of the credit services provider's stock after acquiring an additional 472,861 shares during the quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC owned about 1.06% of Equifax worth $321,235,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Ameriflex Group Inc. bought a new stake in shares of Equifax during the 4th quarter valued at about $28,000. N.E.W. Advisory Services LLC acquired a new position in Equifax in the first quarter valued at approximately $28,000. Zions Bancorporation National Association UT acquired a new position in Equifax in the first quarter valued at approximately $32,000. City Holding Co. bought a new position in shares of Equifax during the 1st quarter worth approximately $34,000. Finally, ST Germain D J Co. Inc. bought a new position in shares of Equifax during the 1st quarter worth approximately $38,000. 96.20% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on EFX shares. Citigroup dropped their target price on shares of Equifax from $294.00 to $290.00 and set a "buy" rating on the stock in a research report on Wednesday, July 23rd. Stifel Nicolaus lifted their price target on shares of Equifax from $277.00 to $295.00 and gave the company a "buy" rating in a research note on Wednesday, June 18th. Morgan Stanley reissued an "overweight" rating and set a $305.00 price objective (up previously from $295.00) on shares of Equifax in a research report on Tuesday, June 10th. Bank of America lowered Equifax from a "buy" rating to a "neutral" rating and decreased their target price for the company from $300.00 to $285.00 in a research report on Monday, June 23rd. Finally, Oppenheimer dropped their price target on Equifax from $296.00 to $279.00 and set an "outperform" rating on the stock in a research note on Wednesday, July 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and six have given a Hold rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $283.53.

Insider Buying and Selling at Equifax

In other news, CEO Mark W. Begor sold 48,264 shares of the company'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 value of $11,665,891.44. Following the completion of the transaction, the chief executive officer directly owned 142,872 shares of the company's stock, valued at $34,533,591.12. This represents a 25.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 1.40% of the stock is owned by insiders.

Equifax Stock Down 1.4%

NYSE:EFX traded down $3.77 during trading hours on Friday, hitting $256.46. 733,369 shares of the company traded hands, compared to its average volume of 880,827. The company has a quick ratio of 0.77, a current ratio of 0.77 and a debt-to-equity ratio of 0.79. The company has a market cap of $31.75 billion, a PE ratio of 50.19, a PEG ratio of 3.14 and a beta of 1.68. The firm's 50-day simple moving average is $249.19 and its 200-day simple moving average is $250.28. Equifax, Inc. has a one year low of $199.98 and a one year high of $309.63.

Equifax (NYSE:EFX - Get Free Report) last announced its earnings results on Tuesday, July 22nd. The credit services provider reported $2.00 EPS for the quarter, beating the consensus estimate of $1.92 by $0.08. Equifax had a net margin of 10.95% and a return on equity of 18.89%. The company had revenue of $1.54 billion during the quarter, compared to the consensus estimate of $1.51 billion. During the same quarter in the prior year, the company posted $1.82 earnings per share. The firm'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. Equities analysts predict that Equifax, Inc. will post 7.58 earnings per share for the current year.

Equifax Announces Dividend

The company also recently announced 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 0.8%. Equifax's dividend payout ratio (DPR) is currently 39.14%.

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.