Jefferies Financial Group Inc. Takes Position in Equifax, Inc. $EFX
by Teresa Graham · The Cerbat GemJefferies Financial Group Inc. acquired a new stake in Equifax, Inc. (NYSE:EFX – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,092 shares of the credit services provider’s stock, valued at approximately $888,000.
A number of other institutional investors have also modified their holdings of EFX. Cullen Frost Bankers Inc. acquired a new position in shares of Equifax in the fourth quarter valued at approximately $25,000. Lodestone Wealth Management LLC acquired a new position in shares of Equifax in the fourth quarter valued at approximately $29,000. True Wealth Design LLC raised its position in shares of Equifax by 64.4% in the fourth quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock valued at $32,000 after buying an additional 58 shares during the last quarter. Caitong International Asset Management Co. Ltd acquired a new position in shares of Equifax in the third quarter valued at approximately $34,000. Finally, State of Wyoming acquired a new position in shares of Equifax in the second quarter valued at approximately $34,000. Institutional investors and hedge funds own 96.20% of the company’s stock.
Wall Street Analyst Weigh In
EFX has been the subject of several research analyst reports. Jefferies Financial Group dropped their price target on shares of Equifax from $240.00 to $220.00 and set a “buy” rating for the company in a research report on Friday, April 17th. The Goldman Sachs Group upped their price target on shares of Equifax from $192.00 to $200.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 22nd. Argus raised shares of Equifax to a “hold” rating in a research report on Monday, March 2nd. Wells Fargo & Company dropped their price target on shares of Equifax from $240.00 to $230.00 and set an “overweight” rating for the company in a research report on Wednesday, April 22nd. Finally, Royal Bank Of Canada set a $220.00 price target on shares of Equifax in a research report on Thursday, February 5th. Thirteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $226.67.
View Our Latest Stock Report on Equifax
Equifax Price Performance
EFX opened at $165.86 on Friday. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 0.89. Equifax, Inc. has a 52-week low of $156.47 and a 52-week high of $275.91. The company has a 50 day moving average of $174.66 and a two-hundred day moving average of $195.90. The company has a market cap of $19.75 billion, a P/E ratio of 29.20, a P/E/G ratio of 1.21 and a beta of 1.35.
Equifax (NYSE:EFX – Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The credit services provider reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.69 by $0.17. Equifax had a net margin of 11.12% and a return on equity of 20.41%. The company had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.61 billion. During the same period in the previous year, the firm earned $1.53 earnings per share. Equifax’s revenue for the quarter was up 14.3% on a year-over-year basis. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. On average, analysts expect that Equifax, Inc. will post 8.56 earnings per share for the current year.
Equifax Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 22nd will be paid a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a yield of 1.4%. The ex-dividend date is Friday, May 22nd. Equifax’s payout ratio is currently 39.44%.
Insider Activity at Equifax
In other Equifax news, EVP Chad M. Borton sold 2,455 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $173.89, for a total transaction of $426,899.95. Following the completion of the sale, the executive vice president directly owned 29,518 shares in the company, valued at $5,132,885.02. The trade was a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark W. Begor sold 37,791 shares of the business’s stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $172.40, for a total transaction of $6,515,168.40. Following the sale, the chief executive officer owned 271,730 shares of the company’s stock, valued at approximately $46,846,252. This represents a 12.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by insiders.
Equifax Company Profile
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.
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