Nordea Investment Management AB Grows Position in Equifax, Inc. $EFX

Nordea Investment Management AB grew its stake in Equifax, Inc. (NYSE:EFX) by 5.8% during the 2nd quarter, HoldingsChannel reports. The firm owned 11,438 shares of the credit services provider’s stock after buying an additional 630 shares during the quarter. Nordea Investment Management AB’s holdings in Equifax were worth $2,940,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also bought and sold shares of the stock. Texas Capital Bank Wealth Management Services Inc boosted its position in Equifax by 3.7% in the 1st quarter. Texas Capital Bank Wealth Management Services Inc now owns 1,134 shares of the credit services provider’s stock worth $276,000 after purchasing an additional 40 shares in the last quarter. CX Institutional boosted its position in Equifax by 0.9% in 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. Axxcess Wealth Management LLC boosted its position in Equifax by 3.8% in 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. Sowell Financial Services LLC boosted its position in Equifax by 4.0% in 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. Finally, Chesley Taft & Associates LLC boosted its position in Equifax by 2.2% in the 2nd quarter. Chesley Taft & Associates LLC now owns 2,721 shares of the credit services provider’s stock worth $706,000 after purchasing an additional 59 shares in the last quarter. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Analyst Ratings Changes

Several research firms have commented on EFX. Stifel Nicolaus lowered their price objective on Equifax from $295.00 to $253.00 and set a “buy” rating on the stock in a research report on Wednesday. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Equifax in a research note on Wednesday, October 8th. UBS Group upped their target price on Equifax from $287.00 to $297.00 and gave the stock a “buy” rating in a research note on Monday, September 15th. Barclays reduced their target price on Equifax from $260.00 to $240.00 and set an “equal weight” rating for the company in a research note on Wednesday, July 23rd. Finally, Wells Fargo & Company reduced their target price on Equifax from $300.00 to $285.00 and set an “overweight” rating for the company in a research note on Wednesday, October 15th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $277.13.

Equifax Stock Up 0.1%

NYSE EFX opened at $230.15 on Thursday. The business has a fifty day moving average price of $245.42 and a 200 day moving average price of $250.61. Equifax, Inc. has a one year low of $199.98 and a one year high of $281.07. The company has a debt-to-equity ratio of 0.79, a quick ratio of 0.77 and a current ratio of 0.77. The company has a market cap of $28.49 billion, a P/E ratio of 43.67, a P/E/G ratio of 2.64 and a beta of 1.68.

Equifax (NYSE:EFX) last posted its quarterly earnings data on Tuesday, October 21st. The credit services provider reported $2.04 EPS for the quarter, beating the consensus estimate of $1.94 by $0.10. Equifax had a return on equity of 19.26% and a net margin of 11.08%.The firm had revenue of $1.54 billion during the quarter, compared to the consensus estimate of $1.52 billion. During the same period in the prior year, the company earned $1.85 EPS. The firm’s 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. Research analysts anticipate that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, September 15th. Shareholders of record on Tuesday, September 2nd were paid a $0.50 dividend. The ex-dividend date of this dividend was Tuesday, September 2nd. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.9%. Equifax’s dividend payout ratio (DPR) is 39.14%.

Insider Activity

In other news, CEO Mark W. Begor sold 48,264 shares of the stock in a transaction on Monday, July 28th. The stock was sold at an average price of $241.71, for a total transaction of $11,665,891.44. Following the completion of the transaction, the chief executive officer directly owned 142,872 shares in the company, valued at approximately $34,533,591.12. This represents a 25.25% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 1.40% of the stock is owned by company insiders.

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.