Trinity Street Asset Management LLP Raises Stock Holdings in Equifax, Inc. $EFX

Trinity Street Asset Management LLP boosted its stake in shares of Equifax, Inc. (NYSE:EFX) by 44.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 104,444 shares of the credit services provider’s stock after purchasing an additional 31,913 shares during the quarter. Equifax comprises 1.8% of Trinity Street Asset Management LLP’s holdings, making the stock its 14th largest holding. Trinity Street Asset Management LLP owned 0.09% of Equifax worth $26,793,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in the company. 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 raised its stake in shares of Equifax by 28.0% in 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 last quarter. ZWJ Investment Counsel Inc. raised its stake in shares of Equifax by 18.4% in the third quarter. ZWJ Investment Counsel Inc. now owns 178,203 shares of the credit services provider’s stock worth $45,714,000 after purchasing an additional 27,740 shares during the last quarter. Stevens Capital Management LP acquired a new stake in shares of Equifax during the second quarter worth about $932,000. Finally, Greenhouse Funds LLLP purchased a new stake in Equifax in the second quarter valued at approximately $59,935,000. 96.20% of the stock is currently owned by institutional investors.

Equifax Trading Down 0.3%

Shares of Equifax stock opened at $219.02 on Friday. The firm has a 50-day simple moving average of $214.62 and a two-hundred day simple moving average of $234.06. 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, Inc. has a fifty-two week low of $199.98 and a fifty-two week high of $281.07. The company has a market cap of $26.81 billion, a P/E ratio of 41.56, a price-to-earnings-growth ratio of 2.20 and a beta of 1.56.

Equifax (NYSE:EFX) last posted its earnings results on Tuesday, October 21st. The credit services provider reported $2.04 EPS for the quarter, beating analysts’ consensus estimates of $1.94 by $0.10. The firm had revenue of $1.54 billion for the quarter, compared to analysts’ expectations of $1.52 billion. Equifax had a return on equity of 19.28% and a net margin of 11.08%.The company’s quarterly revenue was up 7.2% on a year-over-year basis. During the same period last year, the firm earned $1.85 EPS. 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, equities analysts predict that Equifax, Inc. will post 7.58 earnings per share for the current fiscal year.

Equifax Announces Dividend

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

Insider Buying and Selling

In related news, CEO Mark W. Begor sold 27,959 shares of Equifax 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 sale, the chief executive officer owned 142,934 shares of the company’s stock, valued at approximately $33,032,047.40. This trade represents a 16.36% decrease in their position. 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 on 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 completion of the sale, the executive vice president directly owned 39,364 shares of the company’s stock, valued at approximately $9,405,634.16. The trade was a 11.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 54,270 shares of company stock worth $12,580,837 in the last quarter. Insiders own 1.40% of the company’s stock.

Analyst Ratings Changes

Several analysts have commented on the stock. Morgan Stanley decreased their price objective on shares of Equifax from $290.00 to $280.00 and set an “overweight” rating for the company in a research note on Wednesday, December 17th. Weiss Ratings restated a “hold (c)” rating on shares of Equifax in a research report on Monday, December 29th. Needham & Company LLC reaffirmed a “buy” rating and issued a $295.00 price target on shares of Equifax in a report on Tuesday, October 21st. Wells Fargo & Company reduced their price objective on Equifax from $285.00 to $265.00 and set an “overweight” rating for the company in a research note on Wednesday. Finally, Stifel Nicolaus lowered their target price on Equifax from $295.00 to $253.00 and set a “buy” rating on the stock in a research note on Wednesday, October 22nd. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $271.14.

About Equifax

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.