WINTON GROUP Ltd Buys Shares of 17,623 Equifax, Inc. $EFX

WINTON GROUP Ltd purchased a new stake in Equifax, Inc. (NYSE:EFX) during the 2nd quarter, Holdings Channel reports. The fund purchased 17,623 shares of the credit services provider’s stock, valued at approximately $4,571,000.

Several other large investors have also modified their holdings of the business. Brighton Jones LLC raised its position in shares of Equifax by 49.2% during the 4th quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider’s stock worth $927,000 after purchasing an additional 1,200 shares during the last quarter. ASR Vermogensbeheer N.V. purchased a new position in Equifax during the first quarter worth $649,000. Charles Schwab Investment Management Inc. raised its holdings in shares of Equifax by 4.5% in the first quarter. Charles Schwab Investment Management Inc. now owns 833,245 shares of the credit services provider’s stock worth $202,945,000 after acquiring an additional 36,123 shares during the last quarter. Deutsche Bank AG lifted its position in shares of Equifax by 2.1% in the first quarter. Deutsche Bank AG now owns 370,073 shares of the credit services provider’s stock valued at $90,135,000 after acquiring an additional 7,479 shares in the last quarter. Finally, Ontario Teachers Pension Plan Board acquired a new stake in shares of Equifax during the first quarter valued at $299,000. 96.20% of the stock is currently owned by institutional investors and hedge funds.

Equifax Stock Up 0.1%

Shares of EFX opened at $211.50 on Monday. The firm has a market cap of $25.89 billion, a PE ratio of 40.13, a price-to-earnings-growth ratio of 2.37 and a beta of 1.59. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.82. The company’s fifty day moving average is $220.53 and its two-hundred day moving average is $242.63. Equifax, Inc. has a fifty-two week low of $199.98 and a fifty-two week high of $281.07.

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, beating analysts’ consensus estimates of $1.94 by $0.10. Equifax had a return on equity of 19.28% and a net margin of 11.08%.The firm had revenue of $1.54 billion for the quarter, compared to analysts’ expectations of $1.52 billion. During the same quarter last year, the firm earned $1.85 earnings per share. The firm’s revenue for the quarter was up 7.2% compared to the same quarter last year. Equifax has set its Q4 2025 guidance at 1.980-2.080 EPS and its FY 2025 guidance at 7.550-7.650 EPS. Analysts forecast that Equifax, Inc. will post 7.58 earnings per share for the current year.

Equifax Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, December 15th. Stockholders of record on Monday, November 24th will be paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Monday, November 24th. Equifax’s dividend payout ratio (DPR) is currently 37.95%.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on EFX shares. Wells Fargo & Company cut their target price on shares of Equifax from $300.00 to $285.00 and set an “overweight” rating for the company in a research note on Wednesday, October 15th. Oppenheimer initiated coverage on shares of Equifax in a research note on Monday, October 13th. They set an “outperform” rating and a $271.00 price objective on the stock. Needham & Company LLC reaffirmed a “buy” rating and issued a $295.00 target price on shares of Equifax in a research note on Tuesday, October 21st. UBS Group boosted their price target on Equifax from $287.00 to $297.00 and gave the company a “buy” rating in a report on Monday, September 15th. Finally, Stifel Nicolaus decreased their price objective on Equifax from $295.00 to $253.00 and set a “buy” rating on the stock in a report on Wednesday, October 22nd. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $277.13.

Insider Transactions at Equifax

In other news, EVP Jamil Farshchi sold 4,925 shares of the business’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 transaction, the executive vice president directly 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Mark W. Begor sold 27,959 shares of the firm’s 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 sale, the chief executive officer directly owned 142,934 shares of the company’s stock, valued at approximately $33,032,047.40. The trade was a 16.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 54,270 shares of company stock worth $12,580,837. 1.40% of the stock is currently owned by insiders.

Equifax Profile

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.