Massachusetts Financial Services Co. MA Sells 171,205 Shares of Equifax, Inc. $EFX

Massachusetts Financial Services Co. MA trimmed its holdings in shares of Equifax, Inc. (NYSE:EFX) by 4.9% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,350,418 shares of the credit services provider’s stock after selling 171,205 shares during the period. Massachusetts Financial Services Co. MA owned approximately 2.71% of Equifax worth $868,998,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. N.E.W. Advisory Services LLC purchased a new position in Equifax in the 1st quarter worth about $28,000. Ameritas Advisory Services LLC bought a new stake in shares of Equifax in the second quarter worth approximately $31,000. Zions Bancorporation National Association UT purchased a new position in shares of Equifax during the first quarter valued at approximately $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 purchasing an additional 67 shares during the period. Finally, Adirondack Trust Co. purchased a new stake in Equifax in the second quarter worth approximately $59,000. 96.20% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on EFX shares. BMO Capital Markets decreased their target price on shares of Equifax from $251.00 to $245.00 and set a “market perform” rating for the company in a research note on Wednesday, October 22nd. Bank of America reduced their price objective on Equifax from $285.00 to $250.00 and set a “neutral” rating for the company in a research report on Friday, October 3rd. Morgan Stanley reissued an “overweight” rating on shares of Equifax in a report on Friday, October 3rd. JPMorgan Chase & Co. cut their price target on Equifax from $277.00 to $272.00 and set an “overweight” rating for the company in a research note on Wednesday, July 23rd. Finally, Oppenheimer assumed 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. 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, the company presently has an average rating of “Moderate Buy” and an average price target of $277.13.

Equifax Stock Performance

Shares of NYSE EFX opened at $207.02 on Friday. The stock has a market cap of $25.34 billion, a PE ratio of 39.28, a price-to-earnings-growth ratio of 2.41 and a beta of 1.64. Equifax, Inc. has a 1 year low of $199.98 and a 1 year high of $281.07. The firm has a fifty day moving average price of $234.46 and a 200-day moving average price of $249.13. The company has a debt-to-equity ratio of 0.82, a current ratio of 0.74 and a quick ratio of 0.74.

Equifax (NYSE:EFX) last issued its earnings results on Tuesday, October 21st. The credit services provider reported $2.04 earnings per share for the quarter, topping the consensus estimate of $1.94 by $0.10. Equifax had a net margin of 11.08% and a return on equity of 19.28%. The company had revenue of $1.54 billion during the quarter, compared to the consensus estimate of $1.52 billion. During the same quarter in the prior year, the firm posted $1.85 EPS. Equifax’s quarterly revenue was up 7.2% compared to the same quarter last year. Equifax has set its Q4 2025 guidance at 1.980-2.080 EPS. FY 2025 guidance at 7.550-7.650 EPS. Equities analysts anticipate that Equifax, Inc. will post 7.58 earnings per share for the current fiscal year.

Equifax Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, December 15th. Investors of record on Monday, November 24th will be issued a $0.50 dividend. The ex-dividend date of this dividend is Monday, November 24th. This represents a $2.00 dividend on an annualized basis and a yield of 1.0%. Equifax’s payout ratio is currently 37.95%.

Insider Activity at Equifax

In related news, EVP Jamil Farshchi sold 4,925 shares of the company’s stock in a transaction on 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 completion of the transaction, the executive vice president owned 39,364 shares in the company, valued at approximately $9,405,634.16. This represents a 11.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Mark W. Begor sold 27,959 shares of Equifax stock in a transaction on Monday, October 27th. The shares were sold at an average price of $231.10, for a total transaction of $6,461,324.90. Following the completion of the sale, the chief executive officer owned 142,934 shares in the company, valued at approximately $33,032,047.40. This represents a 16.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 54,270 shares of company stock valued at $12,580,837 over the last 90 days. 1.40% of the stock is currently owned by corporate insiders.

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.