TimesSquare Capital Management LLC Sells 5,490 Shares of Equifax, Inc. $EFX

TimesSquare Capital Management LLC lowered its position in Equifax, Inc. (NYSE:EFX) by 4.4% in the third quarter, Holdings Channel.com reports. The institutional investor owned 118,778 shares of the credit services provider’s stock after selling 5,490 shares during the period. TimesSquare Capital Management LLC’s holdings in Equifax were worth $30,470,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Accretive Wealth Partners LLC raised 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 buying an additional 48 shares during the period. HighPoint Advisor Group LLC increased its position in shares of Equifax by 2.8% during the third quarter. HighPoint Advisor Group LLC now owns 1,971 shares of the credit services provider’s stock worth $506,000 after acquiring an additional 53 shares in the last quarter. Heritage Family Offices LLP raised its holdings in shares of Equifax by 2.8% during the third quarter. Heritage Family Offices LLP now owns 2,126 shares of the credit services provider’s stock worth $545,000 after acquiring an additional 57 shares during the period. Brighton Jones LLC lifted its position in Equifax by 1.6% in the 2nd quarter. Brighton Jones LLC now owns 3,723 shares of the credit services provider’s stock valued at $966,000 after acquiring an additional 58 shares in the last quarter. Finally, Spire Wealth Management boosted its stake in Equifax by 82.9% in the 3rd quarter. Spire Wealth Management now owns 128 shares of the credit services provider’s stock worth $33,000 after purchasing an additional 58 shares during the period. 96.20% of the stock is currently owned by institutional investors.

Equifax Trading Up 2.4%

NYSE EFX opened at $192.64 on Friday. The company has a market cap of $23.58 billion, a PE ratio of 36.21, a PEG ratio of 1.70 and a beta of 1.55. Equifax, Inc. has a 12 month low of $166.02 and a 12 month high of $281.03. The stock has a 50 day moving average of $211.39 and a 200-day moving average of $225.78. The company has a current ratio of 0.60, a quick ratio of 0.74 and a debt-to-equity ratio of 0.88.

Equifax (NYSE:EFX) last announced its quarterly earnings data on Wednesday, February 4th. The credit services provider reported $2.09 EPS for the quarter, beating analysts’ consensus estimates of $2.05 by $0.04. The company had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.53 billion. Equifax had a net margin of 10.87% and a return on equity of 19.27%. The company’s quarterly revenue was up 9.3% on a year-over-year basis. During the same quarter last year, the firm posted $2.12 EPS. Equifax has set its FY 2026 guidance at 8.300-8.700 EPS and its Q1 2026 guidance at 1.630-1.730 EPS. On average, equities research analysts anticipate that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

EFX has been the topic of several recent research reports. Wells Fargo & Company dropped their price target on Equifax from $265.00 to $240.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. UBS Group set a $230.00 target price on Equifax in a research note on Thursday, February 5th. Needham & Company LLC decreased their price target on shares of Equifax from $295.00 to $265.00 and set a “buy” rating for the company in a research note on Thursday, February 5th. Royal Bank Of Canada set a $220.00 price objective on shares of Equifax in a report on Thursday, February 5th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Equifax in a report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $240.33.

Insider Buying and Selling

In related news, CEO Mark W. Begor sold 37,791 shares of the stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $201.89, for a total value of $7,629,624.99. Following the sale, the chief executive officer owned 230,506 shares in the company, valued at approximately $46,536,856.34. This represents a 14.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Jamil Farshchi sold 6,213 shares of Equifax stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $195.81, for a total transaction of $1,216,567.53. Following the transaction, the executive vice president directly owned 41,036 shares of the company’s stock, valued at approximately $8,035,259.16. This trade represents a 13.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 45,171 shares of company stock worth $9,079,441. Company insiders own 1.40% of the company’s stock.

Equifax Company 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.