Vontobel Holding Ltd. Boosts Holdings in Equifax, Inc. $EFX

Key Points

• Vontobel Holding Ltd. increased its holdings in Equifax, Inc. by 87.9% in the second quarter, now owning $625,000 worth of shares after purchasing an additional 1,128 shares.
• Equifax reported a $2.00 EPS for the last quarter, exceeding estimates, with a revenue of $1.54 billion, a 7.4% increase compared to the previous year.
• The company recently declared a quarterly dividend of $0.50, equating to an annualized payout of $2.00 and a yield of 0.9%.

Vontobel Holding Ltd. boosted its position in shares of Equifax, Inc. (NYSE:EFX - Free Report) by 87.9% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,411 shares of the credit services provider's stock after buying an additional 1,128 shares during the quarter. Vontobel Holding Ltd.'s holdings in Equifax were worth $625,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently bought and sold shares of EFX. Price T Rowe Associates Inc. MD lifted its position in shares of Equifax by 40.0% during the first quarter. Price T Rowe Associates Inc. MD now owns 7,037,804 shares of the credit services provider's stock worth $1,714,129,000 after purchasing an additional 2,009,987 shares during the last quarter. Generation Investment Management LLP raised its holdings in shares of Equifax by 63.4% in the first quarter. Generation Investment Management LLP now owns 2,801,325 shares of the credit services provider's stock valued at $682,291,000 after acquiring an additional 1,087,446 shares in the last quarter. Harris Associates L P grew its stake in Equifax by 27.6% in the first quarter. Harris Associates L P now owns 4,570,557 shares of the credit services provider's stock valued at $1,113,205,000 after purchasing an additional 987,772 shares during the last quarter. JPMorgan Chase & Co. grew its stake in Equifax by 119.3% in the first quarter. JPMorgan Chase & Co. now owns 1,453,618 shares of the credit services provider's stock valued at $354,044,000 after purchasing an additional 790,919 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Equifax by 55.9% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,318,914 shares of the credit services provider's stock valued at $321,235,000 after purchasing an additional 472,861 shares during the last quarter. 96.20% of the stock is owned by hedge funds and other institutional investors.

Equifax Trading Down 2.2%

Shares of EFX stock opened at $225.20 on Tuesday. The company has a debt-to-equity ratio of 0.79, a current ratio of 0.77 and a quick ratio of 0.77. The company has a market cap of $27.88 billion, a price-to-earnings ratio of 44.07, a PEG ratio of 2.70 and a beta of 1.68. The stock has a 50 day simple moving average of $247.29 and a 200-day simple moving average of $251.14. Equifax, Inc. has a 1-year low of $199.98 and a 1-year high of $294.92.

Equifax (NYSE:EFX - Get Free Report) last posted its quarterly earnings data 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 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 company earned $1.82 EPS. The firm's 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. On average, equities research analysts expect that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, September 15th. Investors of record on Tuesday, September 2nd were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Tuesday, September 2nd. Equifax's dividend payout ratio is currently 39.14%.

Analyst Ratings Changes

Several equities analysts have issued reports on the company. Wells Fargo & Company cut their target price on Equifax from $310.00 to $300.00 and set an "overweight" rating on the stock in a research note on Wednesday, July 23rd. Stifel Nicolaus boosted their price target on Equifax from $277.00 to $295.00 and gave the stock a "buy" rating in a research note on Wednesday, June 18th. JPMorgan Chase & Co. dropped their target price on Equifax from $277.00 to $272.00 and set an "overweight" rating on the stock in a research report on Wednesday, July 23rd. Seaport Res Ptn upgraded Equifax to a "hold" rating in a research report on Wednesday, October 1st. Finally, BMO Capital Markets decreased their price target on Equifax from $280.00 to $260.00 and set a "market perform" rating for the company in a report on Wednesday, July 23rd. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $281.93.

Insider Transactions at Equifax

In other Equifax news, CEO Mark W. Begor sold 48,264 shares of the company'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 completion of the sale, the chief executive officer directly owned 142,872 shares in the company, valued at $34,533,591.12. This represents a 25.25% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 1.40% of the stock is currently owned by insiders.

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.

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