Cantillon Capital Management LLC Sells 50,296 Shares of Equifax, Inc. $EFX

Cantillon Capital Management LLC decreased its holdings in Equifax, Inc. (NYSE:EFX) by 2.8% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 1,729,771 shares of the credit services provider’s stock after selling 50,296 shares during the quarter. Equifax accounts for about 2.6% of Cantillon Capital Management LLC’s holdings, making the stock its 15th biggest holding. Cantillon Capital Management LLC’s holdings in Equifax were worth $448,651,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the business. Vanguard Group Inc. increased its position in shares of Equifax by 2.2% during the first 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 in the last quarter. Price T Rowe Associates Inc. MD increased 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 in the last quarter. Harris Associates L P increased its position in shares of 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 worth $1,113,205,000 after purchasing an additional 987,772 shares in the last quarter. Generation Investment Management LLP increased its position in shares of Equifax by 63.4% in the 1st 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 during the period. Finally, JPMorgan Chase & Co. increased its position in shares of Equifax by 119.3% in the 1st quarter. JPMorgan Chase & Co. now owns 1,453,618 shares of the credit services provider’s stock valued at $354,044,000 after acquiring an additional 790,919 shares during the period. 96.20% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO Mark W. Begor sold 48,264 shares of the 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 sale, the chief executive officer directly owned 142,872 shares of the company’s stock, valued at $34,533,591.12. This represents a 25.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 1.40% of the stock is currently owned by insiders.

Equifax Price Performance

NYSE:EFX opened at $229.33 on Wednesday. Equifax, Inc. has a one year low of $199.98 and a one year high of $281.07. The company has a debt-to-equity ratio of 0.79, a quick ratio of 0.77 and a current ratio of 0.77. The firm has a market cap of $28.39 billion, a price-to-earnings ratio of 44.88, a PEG ratio of 2.67 and a beta of 1.68. The firm’s fifty day moving average is $245.88 and its two-hundred day moving average is $250.75.

Equifax (NYSE:EFX) last posted its earnings results on Tuesday, October 21st. The credit services provider reported $2.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.94 by $0.10. Equifax had a net margin of 10.95% and a return on equity of 18.89%. The business had revenue of $1.54 billion for the quarter, compared to analyst estimates of $1.52 billion. During the same period in the prior year, the company posted $1.85 EPS. The company’s revenue for the quarter was up 7.2% on a year-over-year basis. Equifax has set its Q4 2025 guidance at 1.980-2.080 EPS. FY 2025 guidance at 7.550-7.650 EPS. Research analysts expect that Equifax, Inc. will post 7.58 EPS for the current year.

Equifax Dividend Announcement

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

Analyst Ratings Changes

Several equities analysts recently issued reports on EFX shares. Robert W. Baird cut their target price on Equifax from $310.00 to $289.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 23rd. BMO Capital Markets cut their target price 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. Barclays cut their target price 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. Citigroup cut their target price on Equifax from $294.00 to $290.00 and set a “buy” rating on the stock in a research report on Wednesday, July 23rd. Finally, UBS Group upped their price target on shares of Equifax from $287.00 to $297.00 and gave the company a “buy” rating in a report on Monday, September 15th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, Equifax presently has a consensus rating of “Moderate Buy” and a consensus price target of $280.93.

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.