Sendero Wealth Management LLC Increases Stock Holdings in Equifax, Inc. $EFX

by · The Cerbat Gem

Sendero Wealth Management LLC raised its position in shares of Equifax, Inc. (NYSE:EFX – Free Report) by 148.1% in the third quarter, HoldingsChannel reports. The firm owned 24,460 shares of the credit services provider’s stock after buying an additional 14,603 shares during the quarter. Equifax makes up 0.7% of Sendero Wealth Management LLC’s investment portfolio, making the stock its 27th largest position. Sendero Wealth Management LLC’s holdings in Equifax were worth $6,275,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in EFX. Heritage Family Offices LLP grew its position in Equifax by 2.8% during the third quarter. Heritage Family Offices LLP now owns 2,126 shares of the credit services provider’s stock valued at $545,000 after buying an additional 57 shares during the period. Threadgill Financial LLC boosted its stake in shares of Equifax by 22.1% during the 3rd quarter. Threadgill Financial LLC now owns 22,029 shares of the credit services provider’s stock worth $5,651,000 after acquiring an additional 3,984 shares during the last quarter. Thrive Wealth Management LLC boosted its stake in shares of Equifax by 39.2% during the 3rd quarter. Thrive Wealth Management LLC now owns 2,963 shares of the credit services provider’s stock worth $760,000 after acquiring an additional 834 shares during the last quarter. Praxis Investment Management Inc. grew its position in shares of Equifax by 51.4% during the 3rd quarter. Praxis Investment Management Inc. now owns 1,908 shares of the credit services provider’s stock valued at $489,000 after acquiring an additional 648 shares during the period. Finally, Caldwell Trust Co purchased a new stake in shares of Equifax in the 2nd quarter worth $33,000. Institutional investors own 96.20% of the company’s stock.

Analyst Ratings Changes

Several analysts have issued reports on the company. Bank of America cut their price target on Equifax from $285.00 to $250.00 and set a “neutral” rating for the company in a report on Friday, October 3rd. Wells Fargo & Company lowered their price objective on Equifax from $300.00 to $285.00 and set an “overweight” rating on the stock in a research report on Wednesday, October 15th. Needham & Company LLC reissued a “buy” rating and issued a $295.00 target price on shares of Equifax in a report on Tuesday, October 21st. Morgan Stanley decreased their target price on shares of Equifax from $290.00 to $280.00 and set an “overweight” rating on the stock in a research note on Wednesday. Finally, BMO Capital Markets dropped their price target on shares of Equifax from $245.00 to $234.00 and set a “market perform” rating for the company in a research report on Monday, December 8th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $274.73.

Read Our Latest Report on Equifax

Insider Buying and Selling at Equifax

In other Equifax news, CEO Mark W. Begor sold 21,386 shares of the business’s stock in a transaction on Monday, October 27th. The shares were sold at an average price of $231.12, for a total value of $4,942,732.32. Following the sale, the chief executive officer owned 22,045 shares in the company, valued at $5,095,040.40. The trade was a 49.24% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, 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 value of $1,176,779.50. Following the transaction, the executive vice president owned 39,364 shares of the company’s stock, valued at approximately $9,405,634.16. The trade was a 11.12% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 54,270 shares of company stock worth $12,580,837. Corporate insiders own 1.40% of the company’s stock.

Equifax Stock Down 0.2%

Shares of EFX opened at $218.02 on Thursday. The business’s 50 day moving average is $216.10 and its 200 day moving average is $240.18. The company has a current ratio of 0.74, a quick ratio of 0.74 and a debt-to-equity ratio of 0.82. Equifax, Inc. has a 12-month low of $199.98 and a 12-month high of $281.07. The company has a market capitalization of $26.68 billion, a PE ratio of 41.37, a price-to-earnings-growth ratio of 2.45 and a beta of 1.59.

Equifax (NYSE:EFX – Get Free Report) last announced its quarterly earnings data on Tuesday, October 21st. The credit services provider reported $2.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.94 by $0.10. The business had revenue of $1.54 billion during the quarter, compared to analyst estimates of $1.52 billion. Equifax had a net margin of 11.08% and a return on equity of 19.28%. The company’s revenue was up 7.2% on a year-over-year basis. During the same period last year, the firm posted $1.85 EPS. Equifax has set its Q4 2025 guidance at 1.980-2.080 EPS and its FY 2025 guidance at 7.550-7.650 EPS. Research analysts expect that Equifax, Inc. will post 7.58 earnings per share for the current fiscal year.

Equifax Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, November 24th were issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date was Monday, November 24th. Equifax’s payout ratio is currently 37.95%.

Equifax Company Profile

(Free Report)

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.

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