New York Life Investment Management LLC Increases Stock Position in Equifax, Inc. $EFX

New York Life Investment Management LLC lifted its holdings in shares of Equifax, Inc. (NYSE:EFX) by 1.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,605 shares of the credit services provider’s stock after buying an additional 265 shares during the quarter. New York Life Investment Management LLC’s holdings in Equifax were worth $4,826,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Texas Capital Bank Wealth Management Services Inc lifted its stake in shares of Equifax by 3.7% during the 1st quarter. Texas Capital Bank Wealth Management Services Inc now owns 1,134 shares of the credit services provider’s stock valued at $276,000 after buying an additional 40 shares in the last quarter. CX Institutional lifted its holdings in Equifax by 0.9% during the 2nd quarter. CX Institutional now owns 5,005 shares of the credit services provider’s stock worth $1,298,000 after purchasing an additional 43 shares in the last quarter. Accretive Wealth Partners LLC lifted its holdings in Equifax by 1.1% during the 2nd quarter. Accretive Wealth Partners LLC now owns 4,564 shares of the credit services provider’s stock worth $1,184,000 after purchasing an additional 48 shares in the last quarter. Axxcess Wealth Management LLC lifted its holdings in Equifax by 3.8% during the 1st quarter. Axxcess Wealth Management LLC now owns 1,395 shares of the credit services provider’s stock worth $340,000 after purchasing an additional 51 shares in the last quarter. Finally, Sowell Financial Services LLC lifted its holdings in Equifax by 4.0% during the 2nd quarter. Sowell Financial Services LLC now owns 1,433 shares of the credit services provider’s stock worth $372,000 after purchasing an additional 55 shares in the last quarter. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

EFX has been the topic of a number of recent research reports. Barclays dropped their price objective on Equifax from $260.00 to $240.00 and set an “equal weight” rating on the stock in a report on Wednesday, July 23rd. Citigroup dropped their price objective on Equifax from $294.00 to $290.00 and set a “buy” rating on the stock in a report on Wednesday, July 23rd. UBS Group increased their price objective on Equifax from $287.00 to $297.00 and gave the stock a “buy” rating in a report on Monday, September 15th. BMO Capital Markets dropped their price objective on Equifax from $251.00 to $245.00 and set a “market perform” rating on the stock in a report on Wednesday, October 22nd. Finally, Needham & Company LLC reissued a “buy” rating and set a $295.00 price objective on shares of Equifax in a report on Tuesday, October 21st. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $277.13.

Equifax Stock Down 4.5%

Shares of NYSE:EFX opened at $214.09 on Thursday. Equifax, Inc. has a 52-week low of $199.98 and a 52-week high of $281.07. The firm has a fifty day moving average of $243.25 and a 200 day moving average of $251.49. The firm has a market capitalization of $26.20 billion, a PE ratio of 40.62, a price-to-earnings-growth ratio of 2.52 and a beta of 1.68. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.74 and a current ratio of 0.74.

Equifax (NYSE:EFX) last announced 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 during the quarter, compared to analyst estimates of $1.52 billion. During the same period in the previous year, the business earned $1.85 earnings per share. The firm’s quarterly revenue was up 7.2% compared to the same quarter last year. 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, research analysts anticipate that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, September 15th. Investors of record on Tuesday, September 2nd were issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend was Tuesday, September 2nd. Equifax’s dividend payout ratio (DPR) is currently 37.95%.

Insider Transactions at Equifax

In related news, EVP Jamil Farshchi sold 4,925 shares of the firm’s stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $238.94, for a total transaction of $1,176,779.50. Following the transaction, the executive vice president directly owned 39,364 shares of the company’s stock, valued at approximately $9,405,634.16. This trade represents a 11.12% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Mark W. Begor sold 27,959 shares of the firm’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 142,934 shares in the company, valued at approximately $33,032,047.40. This represents a 16.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 54,270 shares of company stock worth $12,580,837. 1.40% of the stock is currently owned by insiders.

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.