TimesSquare Capital Management LLC Decreases Stake in Equifax, Inc. $EFX

TimesSquare Capital Management LLC lessened its stake in Equifax, Inc. (NYSE:EFX) by 3.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 115,223 shares of the credit services provider’s stock after selling 3,555 shares during the quarter. TimesSquare Capital Management LLC owned 0.09% of Equifax worth $25,001,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in EFX. Lodestone Wealth Management LLC purchased a new position in shares of Equifax in the 4th quarter valued at about $29,000. True Wealth Design LLC boosted its stake in shares of Equifax by 64.4% in the 4th quarter. True Wealth Design LLC now owns 148 shares of the credit services provider’s stock valued at $32,000 after buying an additional 58 shares during the period. Caitong International Asset Management Co. Ltd purchased a new position in shares of Equifax in the 3rd quarter valued at about $34,000. State of Wyoming purchased a new stake in Equifax during the second quarter worth approximately $34,000. Finally, Optiver Holding B.V. purchased a new stake in Equifax during the third quarter worth approximately $47,000. Hedge funds and other institutional investors own 96.20% of the company’s stock.

Analyst Ratings Changes

EFX has been the subject of several recent analyst reports. BMO Capital Markets set a $195.00 target price on Equifax in a research note on Thursday, February 5th. JPMorgan Chase & Co. decreased their target price on Equifax from $260.00 to $230.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Mizuho initiated coverage on Equifax in a research note on Thursday, April 16th. They set an “outperform” rating and a $222.00 target price for the company. Robert W. Baird decreased their target price on Equifax from $250.00 to $245.00 and set an “outperform” rating for the company in a research note on Wednesday, April 22nd. Finally, Barclays decreased their target price on Equifax from $240.00 to $215.00 and set an “equal weight” rating for the company in a research note on Thursday, February 5th. Thirteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $226.67.

Equifax Trading Down 2.1%

EFX opened at $160.78 on Wednesday. The firm has a market cap of $19.14 billion, a price-to-earnings ratio of 28.31, a price-to-earnings-growth ratio of 1.23 and a beta of 1.35. Equifax, Inc. has a 52 week low of $156.47 and a 52 week high of $281.02. The business’s 50 day moving average is $178.71 and its two-hundred day moving average is $198.32. The company has a quick ratio of 0.61, a current ratio of 0.61 and a debt-to-equity ratio of 0.89.

Equifax (NYSE:EFX) last released its quarterly earnings results on Tuesday, April 21st. The credit services provider reported $1.86 EPS for the quarter, topping the consensus estimate of $1.69 by $0.17. The company had revenue of $1.65 billion for the quarter, compared to analyst estimates of $1.61 billion. Equifax had a return on equity of 20.41% and a net margin of 11.12%.The firm’s revenue was up 14.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.53 earnings per share. Equifax has set its Q2 2026 guidance at 2.150-2.250 EPS and its FY 2026 guidance at 8.340-8.740 EPS. On average, research analysts predict that Equifax, Inc. will post 8.57 EPS for the current year.

Equifax Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 22nd will be given a dividend of $0.56 per share. The ex-dividend date of this dividend is Friday, May 22nd. This represents a $2.24 annualized dividend and a yield of 1.4%. Equifax’s payout ratio is 39.44%.

Insiders Place Their Bets

In other Equifax news, CEO Mark W. Begor sold 37,791 shares of Equifax stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $172.40, for a total transaction of $6,515,168.40. Following the transaction, the chief executive officer owned 271,730 shares of the company’s stock, valued at $46,846,252. The trade was a 12.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad M. Borton sold 2,455 shares of Equifax stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $173.89, for a total value of $426,899.95. Following the transaction, the executive vice president directly owned 29,518 shares in the company, valued at approximately $5,132,885.02. This trade represents a 7.68% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 44,746 shares of company stock valued at $7,822,808 over the last quarter. Company insiders own 1.70% of the company’s stock.

About Equifax

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.