Sumitomo Mitsui Trust Group Inc. Sells 28,100 Shares of Equifax, Inc. $EFX

Sumitomo Mitsui Trust Group Inc. cut its holdings in shares of Equifax, Inc. (NYSE:EFX) by 10.2% during the 3rd quarter, Holdings Channel.com reports. The firm owned 248,629 shares of the credit services provider’s stock after selling 28,100 shares during the quarter. Sumitomo Mitsui Trust Group Inc.’s holdings in Equifax were worth $34,122,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in the business. Mirae Asset Global Investments Co. Ltd. bought a new stake in shares of Equifax in the third quarter worth $4,041,000. Americana Partners LLC raised its holdings in Equifax by 6.3% in the third quarter. Americana Partners LLC now owns 3,532 shares of the credit services provider’s stock valued at $485,000 after acquiring an additional 208 shares in the last quarter. Aprio Wealth Management LLC raised its holdings in Equifax by 6.2% in the third quarter. Aprio Wealth Management LLC now owns 1,682 shares of the credit services provider’s stock valued at $231,000 after acquiring an additional 98 shares in the last quarter. International Assets Investment Management LLC boosted its stake in Equifax by 1,169.8% during the 3rd quarter. International Assets Investment Management LLC now owns 20,000 shares of the credit services provider’s stock valued at $2,745,000 after acquiring an additional 18,425 shares during the last quarter. Finally, Parcion Private Wealth LLC boosted its stake in Equifax by 32.0% during the 3rd quarter. Parcion Private Wealth LLC now owns 2,460 shares of the credit services provider’s stock valued at $338,000 after acquiring an additional 597 shares during the last quarter. 96.20% of the stock is owned by institutional investors and hedge funds.

Equifax Stock Performance

EFX stock opened at $194.90 on Friday. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 1.12. The firm has a market cap of $22.81 billion, a P/E ratio of 31.49, a P/E/G ratio of 1.97 and a beta of 1.27. Equifax, Inc. has a 12-month low of $137.01 and a 12-month high of $228.67. The stock’s 50 day simple moving average is $166.34 and its 200 day simple moving average is $176.88.

Equifax (NYSE:EFX) last announced its quarterly earnings data on Tuesday, October 20th. The credit services provider reported $2.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.20 by $0.06. The firm had revenue of $1.69 billion for the quarter, compared to analysts’ expectations of $1.69 billion. Equifax had a return on equity of 22.48% and a net margin of 11.27%. The firm’s revenue for the quarter was up 9.6% on a year-over-year basis. During the same period last year, the business posted $2.04 earnings per share. As a group, equities research analysts predict that Equifax, Inc. will post 8.50 EPS for the current year.

Equifax Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Wednesday, November 25th will be given a $0.56 dividend. This represents a $2.24 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Wednesday, November 25th. Equifax’s dividend payout ratio (DPR) is presently 36.19%.

Key Equifax News

Here are the key news stories impacting Equifax this week:

• Positive Sentiment: Equifax declared a quarterly dividend of $0.56 per share, payable December 15 to shareholders of record November 25. The company also noted its record of paying cash dividends for more than 100 consecutive years. Equifax dividend announcement
• Neutral Sentiment: Zacks Research forecasts $2.81 per share for Q3 2028, consistent with the estimate it gave for Q2 2028; the firm also expects FY2028 EPS of $10.72. These figures provide a longer-term earnings outlook but are not company guidance. Equifax analyst estimates
• Negative Sentiment: Zacks Research cut multiple estimates, including FY2026 EPS to $8.49 from $8.63, FY2027 to $9.33 from $9.84, and FY2028 to $10.72 from $10.95. It also reduced estimates for several quarters spanning Q4 2026 through Q1 2028, signaling softer expectations; the FY2026 estimate is roughly in line with the stated $8.50 consensus. Equifax analyst estimates

Analysts Set New Price Targets

Several research analysts have weighed in on the stock. Weiss Ratings raised shares of Equifax from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, August 13th. Oppenheimer lowered shares of Equifax from an “outperform” rating to a “market perform” rating in a research note on Friday, October 16th. Mizuho reduced their price target on shares of Equifax from $210.00 to $185.00 and set an “outperform” rating on the stock in a research report on Monday, October 19th. Royal Bank Of Canada downgraded Equifax from an “outperform” rating to a “sector perform” rating and lifted their price target for the stock from $177.00 to $189.00 in a research note on Monday, October 26th. Finally, Needham & Company LLC boosted their price objective on Equifax from $190.00 to $210.00 and gave the company a “buy” rating in a report on Wednesday, October 21st. Fourteen research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $200.55.

Insider Activity

In other news, CEO Mark Begor sold 37,792 shares of Equifax stock in a transaction dated Friday, October 23rd. The shares were sold at an average price of $182.80, for a total value of $6,908,377.60. Following the completion of the transaction, the chief executive officer directly owned 289,922 shares of the company’s stock, valued at approximately $52,997,741.60. The trade was a 11.53% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP John W. Gamble, Jr. sold 4,500 shares of the business’s stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $187.96, for a total transaction of $845,820.00. Following the sale, the executive vice president directly owned 69,055 shares of the company’s stock, valued at approximately $12,979,577.80. This represents a 6.12% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 46,292 shares of company stock valued at $8,464,918 over the last ninety days. Company insiders own 1.70% of the company’s stock.

About Equifax

Equifax Inc (NYSE: EFX) is a global data, analytics and technology company that provides information and services to help businesses, governments and consumers make informed financial and workforce decisions. The company is best known for its credit reporting activities, but its offerings also include identity verification, fraud prevention, income and employment verification, marketing services and risk management solutions.

Equifax provides consumer and commercial credit information, credit reports and related analytics to lenders and other businesses.