Jensen Investment Management Inc. Lowers Position in Equifax, Inc. $EFX

Jensen Investment Management Inc. decreased its position in shares of Equifax, Inc. (NYSE:EFX) by 3.7% during the second quarter, according to its most recent filing with the SEC. The firm owned 1,026,607 shares of the credit services provider’s stock after selling 39,830 shares during the period. Equifax comprises about 3.1% of Jensen Investment Management Inc.’s holdings, making the stock its 15th largest holding. Jensen Investment Management Inc. owned about 0.83% of Equifax worth $266,271,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in EFX. N.E.W. Advisory Services LLC bought a new stake in shares of Equifax during the first quarter valued at approximately $28,000. Ameritas Advisory Services LLC purchased a new position in Equifax during the second quarter valued at $31,000. Zions Bancorporation National Association UT bought a new stake in shares of Equifax during the 1st quarter valued at $32,000. NewSquare Capital LLC grew its position in shares of Equifax by 98.5% in the 2nd quarter. NewSquare Capital LLC now owns 135 shares of the credit services provider’s stock worth $35,000 after buying an additional 67 shares during the period. Finally, Adirondack Trust Co. purchased a new stake in shares of Equifax in the 2nd quarter worth about $59,000. Institutional investors own 96.20% of the company’s stock.

Insider Transactions at Equifax

In other Equifax news, CEO Mark W. Begor sold 27,959 shares of the stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $231.10, for a total value of $6,461,324.90. Following the transaction, the chief executive officer owned 142,934 shares of the company’s stock, valued at approximately $33,032,047.40. This represents a 16.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Jamil Farshchi sold 4,925 shares of the business’s stock in a transaction dated 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 sale, the executive vice president owned 39,364 shares of the company’s stock, valued at approximately $9,405,634.16. This represents a 11.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 54,270 shares of company stock worth $12,580,837. 1.40% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

EFX has been the topic of several research reports. Morgan Stanley reissued an “overweight” rating on shares of Equifax in a research note on Friday, October 3rd. Robert W. Baird lowered their target price on shares of Equifax from $310.00 to $289.00 and set an “outperform” rating for the company in a report on Wednesday, July 23rd. Weiss Ratings restated a “hold (c)” rating on shares of Equifax in a research note on Thursday. Bank of America reduced their price objective on Equifax from $285.00 to $250.00 and set a “neutral” rating for the company in a research report on Friday, October 3rd. Finally, Needham & Company LLC reissued a “buy” rating and issued a $295.00 target price on shares of Equifax in a report on Tuesday, October 21st. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, Equifax currently has an average rating of “Moderate Buy” and an average target price of $277.13.

Equifax Stock Performance

Shares of EFX stock opened at $207.02 on Friday. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.82. The company has a 50 day moving average price of $234.46 and a 200-day moving average price of $249.06. Equifax, Inc. has a 52 week low of $199.98 and a 52 week high of $281.07. The firm has a market capitalization of $25.34 billion, a PE ratio of 39.28, a P/E/G ratio of 2.41 and a beta of 1.64.

Equifax (NYSE:EFX) last issued 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 11.08% and a return on equity of 19.28%. The company had revenue of $1.54 billion for the quarter, compared to analysts’ expectations of $1.52 billion. During the same quarter last year, the company posted $1.85 earnings per share. The firm’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. As a group, equities research analysts expect that Equifax, Inc. will post 7.58 earnings per share for the current year.

Equifax Announces Dividend

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

Equifax Company 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.