Creative Planning Increases Stake in Equifax, Inc. $EFX

Creative Planning raised its holdings in shares of Equifax, Inc. (NYSE:EFX) by 1.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 35,600 shares of the credit services provider’s stock after buying an additional 557 shares during the quarter. Creative Planning’s holdings in Equifax were worth $9,234,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Price T Rowe Associates Inc. MD boosted its position in 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 acquiring an additional 2,009,987 shares during the last quarter. Generation Investment Management LLP lifted its stake in 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 worth $682,291,000 after purchasing an additional 1,087,446 shares in the last quarter. Harris Associates L P boosted its holdings in shares of 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 purchasing an additional 987,772 shares during the last quarter. JPMorgan Chase & Co. grew its position in shares of 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 in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of 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.

Insider Buying and Selling

In related news, EVP Jamil Farshchi sold 4,925 shares of Equifax stock in a transaction that occurred on Monday, October 27th. The shares were sold at an average price of $238.94, for a total value of $1,176,779.50. Following the completion of the sale, the executive vice president owned 39,364 shares in the company, valued at approximately $9,405,634.16. This trade represents a 11.12% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Mark W. Begor sold 27,959 shares of the business’s stock in a transaction that occurred on Monday, October 27th. The shares were sold at an average price of $231.10, for a total value of $6,461,324.90. Following the completion of the sale, the chief executive officer directly owned 142,934 shares in the company, valued at approximately $33,032,047.40. The trade was a 16.36% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 54,270 shares of company stock valued at $12,580,837 in the last ninety days. 1.40% of the stock is currently owned by corporate insiders.

Equifax Stock Performance

Shares of Equifax stock opened at $204.59 on Wednesday. The firm has a market cap of $25.04 billion, a PE ratio of 38.82, a price-to-earnings-growth ratio of 2.41 and a beta of 1.64. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.82. Equifax, Inc. has a 52 week low of $199.98 and a 52 week high of $281.07. The business’s fifty day simple moving average is $232.55 and its 200-day simple moving average is $248.16.

Equifax (NYSE:EFX) last issued its quarterly earnings data on Tuesday, October 21st. The credit services provider reported $2.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.94 by $0.10. Equifax had a return on equity of 19.28% and a net margin of 11.08%.The firm had revenue of $1.54 billion during the quarter, compared to the consensus estimate of $1.52 billion. During the same period last year, the company earned $1.85 EPS. The company’s quarterly revenue 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. Equities analysts forecast that Equifax, Inc. will post 7.58 earnings per share for the current year.

Equifax Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, December 15th. Stockholders of record on Monday, November 24th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Monday, November 24th. Equifax’s dividend payout ratio is currently 37.95%.

Analyst Ratings Changes

EFX has been the topic of a number of recent research reports. Needham & Company LLC reissued a “buy” rating and set a $295.00 price objective on shares of Equifax in a research note on Tuesday, October 21st. Barclays lowered their price target on shares of Equifax from $260.00 to $240.00 and set an “equal weight” rating on the stock in a research report on Wednesday, July 23rd. Robert W. Baird cut their price objective on shares of Equifax from $310.00 to $289.00 and set an “outperform” rating for the company in a research report on Wednesday, July 23rd. Oppenheimer initiated coverage on shares of Equifax in a report on Monday, October 13th. They issued an “outperform” rating and a $271.00 target price on the stock. Finally, Citigroup dropped their price target on shares of Equifax from $294.00 to $290.00 and set a “buy” rating for the company in a research note 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 given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $277.13.

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.