Frank Rimerman Advisors LLC Trims Stake in Equifax, Inc. $EFX

Frank Rimerman Advisors LLC reduced its stake in Equifax, Inc. (NYSE:EFX) by 25.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 937 shares of the credit services provider’s stock after selling 319 shares during the period. Frank Rimerman Advisors LLC’s holdings in Equifax were worth $243,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. N.E.W. Advisory Services LLC bought a new position in shares of Equifax in the 1st quarter worth approximately $28,000. Ameritas Advisory Services LLC purchased a new stake in Equifax in the second quarter worth $31,000. Zions Bancorporation National Association UT bought a new position in Equifax in the first quarter worth $32,000. NewSquare Capital LLC lifted its position in Equifax by 98.5% during the second quarter. NewSquare Capital LLC now owns 135 shares of the credit services provider’s stock valued at $35,000 after buying an additional 67 shares during the period. Finally, Adirondack Trust Co. bought a new stake in shares of Equifax during the 2nd quarter valued at $59,000. 96.20% of the stock is owned by institutional investors.

Insider Activity

In other news, EVP Jamil Farshchi sold 4,925 shares of the firm’s stock in a transaction dated Monday, October 27th. The shares were sold at an average price of $238.94, for a total transaction of $1,176,779.50. Following the sale, the executive vice president owned 39,364 shares of the company’s stock, valued at $9,405,634.16. This trade represents a 11.12% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Mark W. Begor sold 21,386 shares of Equifax stock in a transaction that occurred on Monday, October 27th. The stock was sold at an average price of $231.12, for a total transaction of $4,942,732.32. Following the completion of the sale, the chief executive officer owned 22,045 shares of the company’s stock, valued at $5,095,040.40. This represents a 49.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 54,270 shares of company stock valued at $12,580,837 over the last quarter. 1.40% of the stock is owned by corporate insiders.

Equifax Price Performance

Shares of EFX opened at $206.56 on Friday. The company has a market capitalization of $25.28 billion, a P/E ratio of 39.20, a price-to-earnings-growth ratio of 2.41 and a beta of 1.64. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.82. The firm has a 50 day moving average of $230.68 and a 200 day moving average of $247.58. Equifax, Inc. has a twelve month low of $199.98 and a twelve month high of $281.07.

Equifax (NYSE:EFX) last released its quarterly earnings data 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. The business 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 firm’s quarterly revenue was up 7.2% on a year-over-year basis. During the same period in the prior year, the firm posted $1.85 EPS. Equifax has set its Q4 2025 guidance at 1.980-2.080 EPS. FY 2025 guidance at 7.550-7.650 EPS. As a group, equities research analysts anticipate that Equifax, Inc. will post 7.58 earnings per share for the current fiscal year.

Equifax Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, December 15th. Investors of record on Monday, November 24th will be given a dividend of $0.50 per share. The ex-dividend date of this dividend is Monday, November 24th. This represents a $2.00 annualized dividend and a dividend yield of 1.0%. Equifax’s dividend payout ratio (DPR) is 37.95%.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on EFX shares. Oppenheimer initiated coverage on shares of Equifax in a research report on Monday, October 13th. They set an “outperform” rating and a $271.00 price target for the company. Needham & Company LLC reiterated a “buy” rating and set a $295.00 target price on shares of Equifax in a report on Tuesday, October 21st. Weiss Ratings reissued a “hold (c)” rating on shares of Equifax in a research report on Wednesday. Morgan Stanley reaffirmed an “overweight” rating on shares of Equifax in a research report on Friday, October 3rd. Finally, BMO Capital Markets lowered their price objective on Equifax from $251.00 to $245.00 and set a “market perform” rating for the company in a research note on Wednesday, October 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Equifax has a consensus rating of “Moderate Buy” and a consensus target price of $277.13.

About Equifax

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.