Arkadios Wealth Advisors Raises Stake in Equifax, Inc. $EFX

Arkadios Wealth Advisors boosted its position in Equifax, Inc. (NYSE:EFX) by 17.3% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 1,779 shares of the credit services provider’s stock after purchasing an additional 262 shares during the period. Arkadios Wealth Advisors’ holdings in Equifax were worth $461,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in EFX. Price T Rowe Associates Inc. MD boosted its stake in shares of Equifax by 40.0% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 7,037,804 shares of the credit services provider’s stock valued at $1,714,129,000 after purchasing an additional 2,009,987 shares in the last quarter. Generation Investment Management LLP boosted its position in Equifax by 63.4% during the first quarter. Generation Investment Management LLP now owns 2,801,325 shares of the credit services provider’s stock valued at $682,291,000 after buying an additional 1,087,446 shares during the period. Harris Associates L P boosted its position in Equifax by 27.6% during the first quarter. Harris Associates L P now owns 4,570,557 shares of the credit services provider’s stock valued at $1,113,205,000 after buying an additional 987,772 shares during the period. JPMorgan Chase & Co. boosted its holdings in Equifax by 119.3% during the 1st quarter. JPMorgan Chase & Co. now owns 1,453,618 shares of the credit services provider’s stock valued at $354,044,000 after acquiring an additional 790,919 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in Equifax by 55.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,318,914 shares of the credit services provider’s stock valued at $321,235,000 after acquiring an additional 472,861 shares during the period. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Insider Buying and Selling

In other news, CEO Mark W. Begor sold 27,959 shares of the firm’s stock in a transaction that occurred on Monday, October 27th. The stock was sold at an average price of $231.10, for a total value of $6,461,324.90. Following the completion of the transaction, the chief executive officer owned 142,934 shares in the company, valued at $33,032,047.40. This trade represents a 16.36% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Jamil Farshchi sold 4,925 shares of the firm’s stock in a transaction on 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 directly owned 39,364 shares of the company’s stock, valued at $9,405,634.16. This represents a 11.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 54,270 shares of company stock valued at $12,580,837. 1.40% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the company. Robert W. Baird dropped their target price on Equifax from $310.00 to $289.00 and set an “outperform” rating for the company in a report on Wednesday, July 23rd. Oppenheimer started coverage on Equifax in a research note on Monday, October 13th. They set an “outperform” rating and a $271.00 price objective for the company. Stifel Nicolaus dropped their price target on shares of Equifax from $295.00 to $253.00 and set a “buy” rating for the company in a research report on Wednesday, October 22nd. Weiss Ratings reissued a “hold (c+)” rating on shares of Equifax in a research report on Wednesday, October 8th. Finally, JPMorgan Chase & Co. dropped their target price on shares of Equifax from $277.00 to $272.00 and set an “overweight” rating for the company in a report on Wednesday, July 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Equifax presently has a consensus rating of “Moderate Buy” and an average price target of $277.13.

Equifax Stock Performance

Shares of EFX stock opened at $208.50 on Wednesday. The stock has a fifty day moving average of $240.08 and a 200 day moving average of $251.35. Equifax, Inc. has a 52 week low of $199.98 and a 52 week high of $281.07. The firm has a market capitalization of $25.52 billion, a price-to-earnings ratio of 39.56, a PEG ratio of 2.41 and a beta of 1.68. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.82.

Equifax (NYSE:EFX) last posted its earnings results on Tuesday, October 21st. The credit services provider reported $2.04 EPS 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 firm had revenue of $1.54 billion during the quarter, compared to analysts’ expectations of $1.52 billion. During the same period last year, the company posted $1.85 EPS. The company’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. As a group, research analysts expect that Equifax, Inc. will post 7.58 earnings per share for the current year.

Equifax Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, September 15th. Shareholders of record on Tuesday, September 2nd were issued a $0.50 dividend. The ex-dividend date was Tuesday, September 2nd. This represents a $2.00 annualized dividend and a yield of 1.0%. Equifax’s dividend payout ratio (DPR) is 37.95%.

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.