United Services Automobile Association Invests $719,000 in Equifax, Inc. $EFX

Key Points

• United Services Automobile Association acquired 2,990 shares of Equifax, Inc. valued at approximately $719,000 in the first quarter, highlighting significant institutional interest in the company.
• Equifax reported $2.00 earnings per share for their latest quarter, surpassing analysts' expectations and demonstrating a year-over-year revenue increase of 7.4%.
• The company announced a quarterly dividend of $0.50 per share, representing an annualized yield of 0.8%, with a dividend payout ratio of 39.14%.

United Services Automobile Association acquired a new position in Equifax, Inc. (NYSE:EFX - Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 2,990 shares of the credit services provider's stock, valued at approximately $719,000.

Other hedge funds have also recently made changes to their positions in the company. Ameriflex Group Inc. bought a new position in shares of Equifax in the fourth quarter worth about $28,000. N.E.W. Advisory Services LLC bought a new position in shares of Equifax in the first quarter worth about $28,000. Zions Bancorporation National Association UT bought a new position in shares of Equifax in the first quarter worth about $32,000. City Holding Co. bought a new position in shares of Equifax in the first quarter worth about $34,000. Finally, ST Germain D J Co. Inc. bought a new position in shares of Equifax in the first quarter worth about $38,000. Institutional investors own 96.20% of the company's stock.

Equifax Trading Down 1.4%

Shares of NYSE:EFX traded down $3.77 during trading on Friday, hitting $256.46. The company had a trading volume of 733,369 shares, compared to its average volume of 880,827. The stock has a market cap of $31.75 billion, a price-to-earnings ratio of 50.19, a price-to-earnings-growth ratio of 3.14 and a beta of 1.68. Equifax, Inc. has a one year low of $199.98 and a one year high of $309.63. The company has a fifty day simple moving average of $249.19 and a two-hundred day simple moving average of $250.24. The company has a debt-to-equity ratio of 0.79, a current ratio of 0.77 and a quick ratio of 0.77.

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, beating the consensus estimate of $1.92 by $0.08. The business had revenue of $1.54 billion during 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 company's revenue for the quarter was up 7.4% on a year-over-year basis. During the same period last year, the company 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, equities analysts forecast that Equifax, Inc. will post 7.58 earnings per share for the current year.

Equifax Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, September 15th. Stockholders of record on Tuesday, September 2nd will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Tuesday, September 2nd. Equifax's dividend payout ratio is presently 39.14%.

Insider Buying and Selling at Equifax

In other news, CEO Mark W. Begor sold 48,264 shares of the 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 sale, the chief executive officer directly owned 142,872 shares in the company, valued at approximately $34,533,591.12. This represents a 25.25% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 1.40% of the company's stock.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the company. Morgan Stanley reaffirmed an "overweight" rating and issued a $305.00 price objective (up previously from $295.00) on shares of Equifax in a research note on Tuesday, June 10th. Robert W. Baird dropped their price target on Equifax from $310.00 to $289.00 and set an "outperform" rating for the company in a research note on Wednesday, July 23rd. Oppenheimer dropped their price target on Equifax from $296.00 to $279.00 and set an "outperform" rating for the company 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, Royal Bank Of Canada reissued an "outperform" rating and set a $300.00 price target on shares of Equifax in a research note 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 stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target 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.