EquifaxEFX
Market Cap: $36.1B
About: Along with Experian and TransUnion, Equifax is one of the leading credit bureaus in the United States. Equifax's credit reports provide credit histories on millions of consumers, and the firm's services are critical to lenders' credit decisions. In addition, over 40% of the firm's revenue comes from workforce solutions, which provides income verification and employer human resources services. Equifax generates just over 20% of its revenue from outside the United States.
Employees: 14,900
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
37% more repeat investments, than reductions
Existing positions increased: 301 | Existing positions reduced: 219
21% more call options, than puts
Call options by funds: $89.9M | Put options by funds: $74.3M
0.61% less ownership
Funds ownership: 98.21% [Q1] → 97.6% (-0.61%) [Q2]
1% less funds holding
Funds holding: 745 [Q1] → 739 (-6) [Q2]
7% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 81
8% less funds holding in top 10
Funds holding in top 10: 13 [Q1] → 12 (-1) [Q2]
10% less capital invested
Capital invested by funds: $32.6B [Q1] → $29.2B (-$3.37B) [Q2]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Goldman Sachs George Tong 74% 1-year accuracy 17 / 23 met price target | 5%upside $307 | Neutral Maintained | 20 Aug 2024 |
Wells Fargo Jason Haas 79% 1-year accuracy 11 / 14 met price target | 16%upside $340 | Overweight Initiated | 12 Aug 2024 |
Citigroup Arthur Truslove 100% 1-year accuracy 3 / 3 met price target | 4%upside $304 | Buy Maintained | 24 Jul 2024 |
JP Morgan Andrew Steinerman 77% 1-year accuracy 17 / 22 met price target | 3%upside $300 | Overweight Maintained | 19 Jul 2024 |
Stifel Shlomo Rosenbaum 63% 1-year accuracy 12 / 19 met price target | 4%upside $305 | Buy Maintained | 19 Jul 2024 |
Financial journalist opinion
Based on 9 articles about EFX published over the past 30 days