Trinity Street Asset Management LLP Buys 3,737 Shares of Equifax, Inc. $EFX

by · The Markets Daily

Trinity Street Asset Management LLP raised its stake in Equifax, Inc. (NYSE:EFX – Free Report) by 2.6% during the second quarter, HoldingsChannel reports. The fund owned 145,540 shares of the credit services provider’s stock after buying an additional 3,737 shares during the period. Equifax comprises approximately 1.2% of Trinity Street Asset Management LLP’s holdings, making the stock its 18th largest position. Trinity Street Asset Management LLP’s holdings in Equifax were worth $23,100,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Cullen Frost Bankers Inc. bought a new position in Equifax in the 4th quarter worth about $25,000. Ameriflex Group Inc. grew its position in Equifax by 612.5% during the 4th quarter. Ameriflex Group Inc. now owns 114 shares of the credit services provider’s stock valued at $25,000 after purchasing an additional 98 shares during the last quarter. Reflection Asset Management bought a new stake in Equifax during the 4th quarter valued at about $26,000. Kemnay Advisory Services Inc. purchased a new position in Equifax in the fourth quarter worth about $26,000. Finally, MV Capital Management Inc. purchased a new position in Equifax in the fourth quarter worth about $31,000. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Insider Buying and Selling at Equifax

In other news, CEO Mark W. Begor sold 37,791 shares of the firm’s stock in a transaction on Friday, July 24th. The stock was sold at an average price of $172.16, for a total value of $6,506,098.56. Following the transaction, the chief executive officer directly owned 271,890 shares in the company, valued at $46,808,582.40. This trade represents a 12.20% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by insiders.

Equifax Stock Down 0.7%

EFX opened at $180.63 on Thursday. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 0.92. The firm has a 50 day moving average price of $169.47 and a 200-day moving average price of $178.95. Equifax, Inc. has a twelve month low of $150.74 and a twelve month high of $271.84. The stock has a market capitalization of $21.22 billion, a price-to-earnings ratio of 31.75, a PEG ratio of 1.46 and a beta of 1.30.

Equifax (NYSE:EFX – Get Free Report) last issued its earnings results on Tuesday, July 21st. The credit services provider reported $2.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.20 by $0.05. Equifax had a net margin of 10.73% and a return on equity of 21.61%. The company had revenue of $1.70 billion for the quarter, compared to analysts’ expectations of $1.70 billion. During the same quarter last year, the company posted $2.00 earnings per share. The firm’s quarterly revenue was up 10.6% on a year-over-year basis. Equifax has set its Q3 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.390-8.690 EPS. Equities research analysts forecast that Equifax, Inc. will post 8.57 earnings per share for the current year.

Analysts Set New Price Targets

A number of research firms have recently commented on EFX. Needham & Company LLC cut their price target on shares of Equifax from $265.00 to $245.00 and set a “buy” rating on the stock in a report on Wednesday, July 22nd. Jefferies Financial Group decreased their price objective on shares of Equifax from $220.00 to $200.00 and set a “buy” rating for the company in a report on Friday, April 24th. Deutsche Bank Aktiengesellschaft set a $208.00 target price on Equifax in a research note on Wednesday, July 22nd. Bank of America reduced their target price on Equifax from $250.00 to $225.00 and set a “buy” rating for the company in a report on Tuesday, May 19th. Finally, BNP Paribas Exane decreased their price target on Equifax from $195.00 to $185.00 and set a “neutral” rating for the company in a research note on Thursday, June 18th. Thirteen equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $215.79.

Get Our Latest Stock Analysis on EFX

About Equifax

(Free Report)

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.

Featured Articles

Want to see what other hedge funds are holding EFX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Equifax, Inc. (NYSE:EFX – Free Report).