Vanguard Personalized Indexing Management LLC Increases Stock Position in Equifax, Inc. $EFX

Vanguard Personalized Indexing Management LLC increased its position in shares of Equifax, Inc. (NYSE:EFX) by 21.5% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 14,379 shares of the credit services provider’s stock after acquiring an additional 2,548 shares during the period. Vanguard Personalized Indexing Management LLC’s holdings in Equifax were worth $3,729,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of EFX. Price T Rowe Associates Inc. MD increased its holdings in Equifax by 40.0% during the 1st 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 during the period. Generation Investment Management LLP increased its holdings in Equifax by 63.4% during the 1st quarter. Generation Investment Management LLP now owns 2,801,325 shares of the credit services provider’s stock worth $682,291,000 after acquiring an additional 1,087,446 shares during the period. Harris Associates L P increased its holdings in Equifax by 27.6% during the 1st quarter. Harris Associates L P now owns 4,570,557 shares of the credit services provider’s stock worth $1,113,205,000 after acquiring an additional 987,772 shares during the period. JPMorgan Chase & Co. increased its holdings in 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 acquiring an additional 790,919 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in Equifax by 55.9% during the 1st 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 worth $321,235,000 after acquiring an additional 472,861 shares during the period. Institutional investors own 96.20% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on EFX shares. BMO Capital Markets decreased their target price on shares of Equifax from $280.00 to $260.00 and set a “market perform” rating on the stock in a report on Wednesday, July 23rd. Wells Fargo & Company decreased their price target on shares of Equifax from $310.00 to $300.00 and set an “overweight” rating on the stock in a report on Wednesday, July 23rd. Barclays decreased their price target on shares of Equifax from $260.00 to $240.00 and set an “equal weight” rating on the stock in a report on Wednesday, July 23rd. Weiss Ratings reissued a “hold (c+)” rating on shares of Equifax in a report on Wednesday, October 8th. Finally, Oppenheimer started coverage on shares of Equifax in a report on Monday. They issued an “outperform” rating and a $271.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $281.93.

Equifax Price Performance

Shares of Equifax stock opened at $228.23 on Wednesday. Equifax, Inc. has a 52-week low of $199.98 and a 52-week high of $294.92. The stock has a market capitalization of $28.25 billion, a price-to-earnings ratio of 44.66, a price-to-earnings-growth ratio of 2.64 and a beta of 1.68. The company has a fifty day moving average of $247.05 and a 200-day moving average of $250.98. 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) last announced its quarterly earnings data on Tuesday, July 22nd. The credit services provider reported $2.00 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $1.51 billion. During the same quarter in the prior year, the company earned $1.82 EPS. The firm’s 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. Equities research analysts expect that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Announces Dividend

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

Insider Activity

In other news, CEO Mark W. Begor sold 48,264 shares of the company’s stock in a transaction on Monday, July 28th. The shares were 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 owned 142,872 shares of the company’s stock, valued at approximately $34,533,591.12. This represents a 25.25% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 1.40% of the company’s stock.

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.