Vestmark Advisory Solutions Inc. Buys 19,999 Shares of Equifax, Inc. $EFX

Key Points

• Vestmark Advisory Solutions Inc. increased its stake in Equifax by 100.3%, holding 39,930 shares valued at approximately $9.7 million as of the latest SEC filing.
• Equifax reported a quarterly earnings of $2.00 per share, surpassing estimates by $0.08, with revenue of $1.54 billion, a 7.4% increase year-over-year.
• The average target price for Equifax shares among analysts is $285.00, with ratings ranging from hold to strong buy.

Vestmark Advisory Solutions Inc. lifted its holdings in shares of Equifax, Inc. (NYSE:EFX - Free Report) by 100.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 39,930 shares of the credit services provider's stock after purchasing an additional 19,999 shares during the period. Vestmark Advisory Solutions Inc.'s holdings in Equifax were worth $9,725,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the business. Vanguard Group Inc. raised its stake in shares of Equifax by 2.2% during the 1st quarter. Vanguard Group Inc. now owns 14,708,331 shares of the credit services provider's stock worth $3,582,361,000 after purchasing an additional 318,826 shares during the period. Price T Rowe Associates Inc. MD raised its stake in shares of Equifax by 15.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 5,027,817 shares of the credit services provider's stock worth $1,281,340,000 after purchasing an additional 679,688 shares during the period. Kayne Anderson Rudnick Investment Management LLC raised its stake in shares of Equifax by 0.4% during the 4th quarter. Kayne Anderson Rudnick Investment Management LLC now owns 3,123,701 shares of the credit services provider's stock worth $796,075,000 after purchasing an additional 11,861 shares during the period. JPMorgan Chase & Co. raised its stake in shares of Equifax by 119.3% during the 1st quarter. JPMorgan Chase & Co. now owns 1,453,618 shares of the credit services provider's stock worth $354,044,000 after purchasing an additional 790,919 shares during the period. Finally, Northern Trust Corp raised its stake in shares of Equifax by 10.7% during the 4th 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 period. 96.20% of the stock is currently owned by institutional investors.

Insider Transactions at Equifax

In other Equifax news, CEO Mark W. Begor sold 48,264 shares of the 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 completion of the transaction, the chief executive officer 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 1.40% of the company's stock.

Equifax Trading Up 1.0%

EFX stock traded up $2.4660 on Tuesday, reaching $248.0860. The company's stock had a trading volume of 190,262 shares, compared to its average volume of 1,052,600. The business has a fifty day simple moving average of $254.17 and a two-hundred day simple moving average of $250.64. Equifax, Inc. has a 12-month low of $199.98 and a 12-month high of $309.63. The firm has a market cap of $30.71 billion, a PE ratio of 48.53, a PEG ratio of 2.99 and a beta of 1.64. 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 announced its quarterly earnings results on Tuesday, July 22nd. The credit services provider reported $2.00 EPS for the quarter, topping analysts' consensus estimates of $1.92 by $0.08. The company 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 firm's revenue was up 7.4% on a year-over-year basis. During the same quarter last year, the firm posted $1.82 earnings per share. 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, research analysts forecast that Equifax, Inc. will post 7.58 EPS for the current year.

Analysts Set New Price Targets

EFX has been the topic of a number of research reports. Robert W. Baird lowered their price objective on Equifax from $310.00 to $289.00 and set an "outperform" rating on the stock in a research note on Wednesday, July 23rd. Needham & Company LLC reiterated a "buy" rating and set a $295.00 price target on shares of Equifax in a research report on Friday, June 20th. Barclays decreased their price target on Equifax from $260.00 to $240.00 and set an "equal weight" rating on the stock in a research report on Wednesday, July 23rd. Royal Bank Of Canada reiterated an "outperform" rating and set a $300.00 price target on shares of Equifax in a research report on Wednesday, June 18th. Finally, BMO Capital Markets decreased their price target on Equifax from $280.00 to $260.00 and set a "market perform" rating on the stock in a research report on Wednesday, July 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, Equifax currently has a consensus rating of "Moderate Buy" and an average target price of $285.00.

Equifax 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.