RBO & Co. LLC Has $19.92 Million Position in Equifax Inc. (NYSE:EFX)

RBO & Co. LLC lessened its holdings in shares of Equifax Inc. (NYSE:EFX) by 0.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 67,794 shares of the credit services provider’s stock after selling 124 shares during the quarter. Equifax comprises 3.1% of RBO & Co. LLC’s portfolio, making the stock its 10th biggest holding. RBO & Co. LLC owned 0.05% of Equifax worth $19,922,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in EFX. Ashton Thomas Securities LLC bought a new stake in Equifax in the 3rd quarter valued at $29,000. EntryPoint Capital LLC bought a new position in Equifax during the first quarter valued at approximately $30,000. Tortoise Investment Management LLC grew its holdings in Equifax by 76.1% during the 2nd quarter. Tortoise Investment Management LLC now owns 125 shares of the credit services provider’s stock valued at $30,000 after buying an additional 54 shares in the last quarter. Mascoma Wealth Management LLC bought a new stake in Equifax in the 2nd quarter worth approximately $30,000. Finally, Crewe Advisors LLC raised its holdings in shares of Equifax by 138.2% during the 2nd quarter. Crewe Advisors LLC now owns 131 shares of the credit services provider’s stock worth $32,000 after acquiring an additional 76 shares in the last quarter. 96.20% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Equifax news, EVP John J. Kelley III sold 1,000 shares of the stock in a transaction dated Friday, October 25th. The shares were sold at an average price of $272.92, for a total transaction of $272,920.00. Following the completion of the sale, the executive vice president now directly owns 11,269 shares of the company’s stock, valued at approximately $3,075,535.48. This represents a 8.15 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Mark W. Begor sold 58,304 shares of the firm’s stock in a transaction dated Friday, October 25th. The shares were sold at an average price of $270.49, for a total transaction of $15,770,648.96. Following the completion of the sale, the chief executive officer now owns 109,183 shares in the company, valued at $29,532,909.67. This represents a 34.81 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 1.66% of the stock is owned by company insiders.

Equifax Stock Down 1.9 %

Shares of NYSE EFX opened at $258.94 on Wednesday. Equifax Inc. has a 52-week low of $208.67 and a 52-week high of $309.63. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.88 and a current ratio of 0.88. The stock has a 50 day moving average price of $276.79 and a 200 day moving average price of $268.36. The firm has a market capitalization of $32.10 billion, a price-to-earnings ratio of 57.54, a PEG ratio of 3.28 and a beta of 1.59.

Equifax (NYSE:EFX) last released its quarterly earnings data on Wednesday, October 16th. The credit services provider reported $1.85 earnings per share for the quarter, topping analysts’ consensus estimates of $1.84 by $0.01. The company had revenue of $1.44 billion during the quarter, compared to analyst estimates of $1.44 billion. Equifax had a net margin of 10.07% and a return on equity of 18.56%. The firm’s revenue for the quarter was up 9.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.76 earnings per share. Sell-side analysts expect that Equifax Inc. will post 7.27 earnings per share for the current year.

Equifax Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, December 13th. Investors of record on Friday, November 22nd will be paid a $0.39 dividend. This represents a $1.56 dividend on an annualized basis and a yield of 0.60%. The ex-dividend date is Friday, November 22nd. Equifax’s dividend payout ratio (DPR) is 34.67%.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the stock. The Goldman Sachs Group raised their target price on shares of Equifax from $277.00 to $307.00 and gave the company a “neutral” rating in a report on Tuesday, August 20th. BNP Paribas upgraded shares of Equifax from an “underperform” rating to a “neutral” rating and set a $310.00 target price on the stock in a report on Thursday, September 19th. JPMorgan Chase & Co. lowered their price target on shares of Equifax from $304.00 to $283.00 and set an “overweight” rating for the company in a report on Tuesday, November 19th. Robert W. Baird boosted their price objective on Equifax from $290.00 to $333.00 and gave the stock an “outperform” rating in a research note on Friday, October 18th. Finally, Morgan Stanley lifted their target price on Equifax from $250.00 to $271.00 and gave the stock an “equal weight” rating in a report on Thursday, September 12th. Four analysts have rated the stock with a hold rating and fifteen have assigned a buy rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $306.74.

Equifax Company 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.