Marshall Wace North America L.P. raised its holdings in shares of Equifax Inc. (NYSE:EFX) by 45.4% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,291,279 shares of the credit services provider’s stock after acquiring an additional 403,174 shares during the quarter. Equifax makes up 1.2% of Marshall Wace North America L.P.’s investment portfolio, making the stock its 17th biggest holding. Marshall Wace North America L.P.’s holdings in Equifax were worth $168,602,000 as of its most recent SEC filing.
Several other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in shares of Equifax by 0.5% during the 3rd quarter. Vanguard Group Inc. now owns 12,212,967 shares of the credit services provider’s stock worth $1,594,647,000 after acquiring an additional 65,505 shares in the last quarter. BlackRock Inc. boosted its position in shares of Equifax by 0.4% during the 2nd quarter. BlackRock Inc. now owns 9,462,269 shares of the credit services provider’s stock worth $1,183,824,000 after acquiring an additional 35,620 shares in the last quarter. Capital International Investors boosted its position in shares of Equifax by 2.3% during the 3rd quarter. Capital International Investors now owns 6,475,374 shares of the credit services provider’s stock worth $845,490,000 after acquiring an additional 148,440 shares in the last quarter. Cantillon Capital Management LLC boosted its position in shares of Equifax by 29.5% during the 3rd quarter. Cantillon Capital Management LLC now owns 2,405,738 shares of the credit services provider’s stock worth $314,117,000 after acquiring an additional 547,986 shares in the last quarter. Finally, Senator Investment Group LP boosted its position in shares of Equifax by 115.0% during the 3rd quarter. Senator Investment Group LP now owns 2,150,000 shares of the credit services provider’s stock worth $280,726,000 after acquiring an additional 1,150,000 shares in the last quarter. 90.51% of the stock is owned by institutional investors and hedge funds.
Shares of NYSE EFX traded up $1.04 during trading hours on Thursday, reaching $100.32. The stock had a trading volume of 996,800 shares, compared to its average volume of 1,130,209. The stock has a market cap of $11.97 billion, a PE ratio of 16.80, a price-to-earnings-growth ratio of 2.41 and a beta of 1.11. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.81. Equifax Inc. has a fifty-two week low of $90.54 and a fifty-two week high of $138.69.
Equifax (NYSE:EFX) last announced its earnings results on Wednesday, October 24th. The credit services provider reported $1.41 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.42 by ($0.01). The firm had revenue of $834.20 million during the quarter, compared to analyst estimates of $857.51 million. Equifax had a net margin of 13.07% and a return on equity of 21.48%. During the same period last year, the company earned $1.53 earnings per share. Sell-side analysts anticipate that Equifax Inc. will post 5.73 earnings per share for the current year.
The company also recently announced a quarterly dividend, which will be paid on Friday, December 14th. Investors of record on Friday, November 23rd will be given a $0.39 dividend. The ex-dividend date is Wednesday, November 21st. This represents a $1.56 dividend on an annualized basis and a dividend yield of 1.56%. Equifax’s dividend payout ratio (DPR) is presently 26.13%.
A number of brokerages recently issued reports on EFX. Zacks Investment Research reissued a “sell” rating on shares of Equifax in a research report on Tuesday, November 13th. Wells Fargo & Co upped their target price on Equifax from $140.00 to $145.00 and gave the company an “outperform” rating in a research report on Monday, October 1st. TheStreet cut Equifax from a “b” rating to a “c” rating in a research report on Wednesday, October 24th. ValuEngine cut Equifax from a “buy” rating to a “hold” rating in a research report on Friday, October 26th. Finally, Morgan Stanley set a $126.00 target price on Equifax and gave the company a “hold” rating in a research report on Monday, October 15th. Two research analysts have rated the stock with a sell rating, four have issued a hold rating and seven have given a buy rating to the company. The company has an average rating of “Hold” and a consensus price target of $128.44.
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Equifax Inc provides information solutions and human resources business process outsourcing services for businesses, governments, and consumers. The company operates through four segments: U.S. Information Solutions (USIS), International, Workforce Solutions, and Global Consumer Solutions. The USIS segment offers consumer and commercial information services, such as credit information and credit scoring, credit modeling and portfolio analytics, locate, fraud detection and prevention, identity verification, and other consulting; mortgage loan origination information; financial marketing; and identity management services.
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