Equifax, Inc. $EFX Shares Sold by Parnassus Investments LLC

Parnassus Investments LLC trimmed its holdings in Equifax, Inc. (NYSE:EFX) by 1.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,753,435 shares of the credit services provider’s stock after selling 26,408 shares during the quarter. Parnassus Investments LLC’s holdings in Equifax were worth $449,809,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of EFX. Capital Investment Advisors LLC lifted its position in Equifax by 31.8% during the 2nd quarter. Capital Investment Advisors LLC now owns 4,443 shares of the credit services provider’s stock worth $1,152,000 after acquiring an additional 1,072 shares during the period. Inspire Investing LLC lifted its holdings in shares of Equifax by 28.0% during the first quarter. Inspire Investing LLC now owns 1,295 shares of the credit services provider’s stock worth $315,000 after purchasing an additional 283 shares during the period. ZWJ Investment Counsel Inc. grew its position in Equifax by 18.4% in the 3rd quarter. ZWJ Investment Counsel Inc. now owns 178,203 shares of the credit services provider’s stock valued at $45,714,000 after buying an additional 27,740 shares during the last quarter. Stevens Capital Management LP purchased a new position in Equifax during the 2nd quarter worth $932,000. Finally, Greenhouse Funds LLLP acquired a new stake in shares of Equifax in the 2nd quarter worth $59,935,000. 96.20% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, EVP Jamil Farshchi sold 4,925 shares of the business’s 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 transaction, the executive vice president owned 39,364 shares of the company’s stock, valued at $9,405,634.16. The trade was a 11.12% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Mark W. Begor sold 27,959 shares of the business’s stock in a transaction 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 transaction, the chief executive officer owned 142,934 shares of the company’s stock, valued at $33,032,047.40. This trade represents a 16.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 54,270 shares of company stock valued at $12,580,837 in the last three months. 1.40% of the stock is currently owned by corporate insiders.

Equifax Price Performance

Shares of NYSE EFX opened at $226.94 on Friday. The company has a current ratio of 0.74, a quick ratio of 0.74 and a debt-to-equity ratio of 0.82. The company’s 50-day moving average price is $213.67 and its 200 day moving average price is $235.14. Equifax, Inc. has a 52 week low of $199.98 and a 52 week high of $281.07. The stock has a market cap of $27.77 billion, a price-to-earnings ratio of 43.06, a PEG ratio of 2.18 and a beta of 1.56.

Equifax (NYSE:EFX) last announced its quarterly earnings results on Tuesday, October 21st. The credit services provider reported $2.04 earnings per share (EPS) for the quarter, beating 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 the consensus estimate of $1.52 billion. During the same quarter in the prior year, the firm earned $1.85 earnings per share. The company’s revenue for the quarter was up 7.2% compared to the same quarter last year. Equifax has set its Q4 2025 guidance at 1.980-2.080 EPS and its FY 2025 guidance at 7.550-7.650 EPS. As a group, research analysts forecast that Equifax, Inc. will post 7.58 earnings per share for the current fiscal year.

Equifax Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Monday, November 24th were paid a dividend of $0.50 per share. The ex-dividend date of this dividend was Monday, November 24th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.9%. Equifax’s dividend payout ratio (DPR) is presently 37.95%.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on EFX. Oppenheimer started coverage on shares of Equifax in a research note on Monday, October 13th. They set an “outperform” rating and a $271.00 price target on the stock. BMO Capital Markets reduced their price target on Equifax from $245.00 to $234.00 and set a “market perform” rating for the company in a report on Monday, December 8th. Stifel Nicolaus cut their price objective on Equifax from $295.00 to $253.00 and set a “buy” rating for the company in a research report on Wednesday, October 22nd. Bank of America decreased their target price on shares of Equifax from $285.00 to $250.00 and set a “neutral” rating on the stock in a research report on Friday, October 3rd. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $295.00 price objective on shares of Equifax in a research note on Tuesday, October 21st. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Equifax currently has a consensus rating of “Moderate Buy” and a consensus price target of $274.73.

Equifax Profile

Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that specializes in consumer and commercial credit reporting, decisioning tools and identity solutions. Headquartered in Atlanta, Georgia, Equifax is one of the three major consumer credit reporting agencies in the United States and provides credit information and related services to lenders, employers, governments and consumers worldwide.

The company’s offerings include consumer credit reports and scores, credit monitoring and identity protection services, and a range of business-oriented products for risk management, fraud detection and compliance.