Blue Zone Wealth Advisors LLC Increases Position in Equifax, Inc. $EFX

Blue Zone Wealth Advisors LLC increased its stake in Equifax, Inc. (NYSE:EFX) by 3.1% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 27,125 shares of the credit services provider’s stock after acquiring an additional 807 shares during the period. Equifax comprises approximately 1.8% of Blue Zone Wealth Advisors LLC’s portfolio, making the stock its 20th largest position. Blue Zone Wealth Advisors LLC’s holdings in Equifax were worth $7,035,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in EFX. Price T Rowe Associates Inc. MD grew its position in Equifax by 40.0% in 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 acquiring an additional 2,009,987 shares in the last quarter. Generation Investment Management LLP boosted its position in Equifax by 63.4% during 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 buying an additional 1,087,446 shares during the period. Harris Associates L P boosted its position in Equifax by 27.6% during 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 buying an additional 987,772 shares during the period. JPMorgan Chase & Co. boosted its position in Equifax by 119.3% during 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 buying an additional 790,919 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in Equifax by 55.9% during 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 buying an additional 472,861 shares during the period. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, CEO Mark W. Begor sold 48,264 shares of the business’s stock in a transaction dated Monday, July 28th. The shares were sold at an average price of $241.71, for a total transaction of $11,665,891.44. Following the transaction, the chief executive officer owned 142,872 shares in the company, valued at $34,533,591.12. The trade was a 25.25% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 1.40% of the stock is owned by corporate insiders.

Equifax Stock Performance

Shares of NYSE:EFX opened at $230.11 on Friday. The company has a market cap of $28.49 billion, a price-to-earnings ratio of 45.03, a price-to-earnings-growth ratio of 2.73 and a beta of 1.68. The company has a 50-day moving average price of $247.65 and a 200-day moving average price of $251.13. 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 12 month low of $199.98 and a 12 month high of $294.92.

Equifax (NYSE:EFX) last announced its quarterly earnings results 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. Equifax had a net margin of 10.95% and a return on equity of 18.89%. The company had revenue of $1.54 billion for the quarter, compared to analysts’ expectations of $1.51 billion. During the same quarter in the previous year, the company earned $1.82 earnings per share. Equifax’s quarterly revenue 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. As a group, equities analysts anticipate that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Dividend Announcement

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

Wall Street Analyst Weigh In

Several analysts have issued reports on the stock. Barclays cut their price target on shares of Equifax from $260.00 to $240.00 and set an “equal weight” rating for the company in a research report on Wednesday, July 23rd. Morgan Stanley restated an “overweight” rating on shares of Equifax in a research report on Friday, October 3rd. Citigroup cut their price target on shares of Equifax from $294.00 to $290.00 and set a “buy” rating for the company in a research report on Wednesday, July 23rd. JPMorgan Chase & Co. cut their price target on shares of Equifax from $277.00 to $272.00 and set an “overweight” rating for the company in a research report on Wednesday, July 23rd. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $300.00 price objective on shares of Equifax in a research note on Wednesday, June 18th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $282.47.

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.