State Board of Administration of Florida Retirement System Raises Stock Holdings in Equifax, Inc. $EFX

State Board of Administration of Florida Retirement System boosted its holdings in shares of Equifax, Inc. (NYSE:EFX) by 1.2% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 121,812 shares of the credit services provider’s stock after purchasing an additional 1,460 shares during the quarter. State Board of Administration of Florida Retirement System’s holdings in Equifax were worth $31,594,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in EFX. Capital Investment Advisors LLC lifted its holdings in Equifax by 31.8% in the second 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 last quarter. Inspire Investing LLC raised its position in shares of Equifax by 28.0% during the 1st 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 period. SCS Capital Management LLC acquired a new stake in shares of Equifax during the 1st quarter worth approximately $274,000. Stevens Capital Management LP bought a new stake in shares of Equifax in the 2nd quarter worth approximately $932,000. Finally, Fifth Third Bancorp boosted its position in Equifax by 38.1% during the 2nd quarter. Fifth Third Bancorp now owns 4,476 shares of the credit services provider’s stock valued at $1,161,000 after purchasing an additional 1,236 shares during the period. 96.20% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

EFX has been the topic of several analyst reports. Oppenheimer started coverage on Equifax in a research report on Monday, October 13th. They issued an “outperform” rating and a $271.00 target price on the stock. Seaport Res Ptn upgraded shares of Equifax to a “hold” rating in a research report on Wednesday, October 1st. Bank of America reduced their target price on shares of Equifax from $285.00 to $250.00 and set a “neutral” rating for the company in a research note on Friday, October 3rd. Wells Fargo & Company dropped their price target on shares of Equifax from $300.00 to $285.00 and set an “overweight” rating on the stock in a research note on Wednesday, October 15th. Finally, BMO Capital Markets reduced their price objective on Equifax from $251.00 to $245.00 and set a “market perform” rating for the company in a research report on Wednesday, October 22nd. One 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. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $277.13.

Equifax Price Performance

Shares of Equifax stock opened at $211.38 on Friday. Equifax, Inc. has a 52 week low of $199.98 and a 52 week high of $281.07. The company has a current ratio of 0.74, a quick ratio of 0.74 and a debt-to-equity ratio of 0.82. The company’s 50-day moving average price is $225.08 and its two-hundred day moving average price is $245.06. The stock has a market cap of $25.87 billion, a PE ratio of 40.11, a price-to-earnings-growth ratio of 2.41 and a beta of 1.64.

Equifax (NYSE:EFX) last released its earnings results on Tuesday, October 21st. The credit services provider reported $2.04 EPS for the quarter, topping analysts’ consensus estimates of $1.94 by $0.10. The business had revenue of $1.54 billion for the quarter, compared to the consensus estimate of $1.52 billion. Equifax had a net margin of 11.08% and a return on equity of 19.28%. The business’s revenue for the quarter was up 7.2% on a year-over-year basis. During the same period in the previous year, the firm earned $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, sell-side analysts anticipate that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, December 15th. Stockholders of record on Monday, November 24th will be paid 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 0.9%. Equifax’s dividend payout ratio (DPR) is currently 37.95%.

Insiders Place Their Bets

In related news, CEO Mark W. Begor sold 27,959 shares of Equifax stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $231.10, for a total value of $6,461,324.90. Following the transaction, 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 sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Jamil Farshchi sold 4,925 shares of the business’s stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $238.94, for a total value of $1,176,779.50. Following the sale, the executive vice president owned 39,364 shares in the company, 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 sold a total of 54,270 shares of company stock worth $12,580,837 over the last 90 days. Insiders own 1.40% of the company’s stock.

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.