Equifax
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 Q3 regulatory filings by fund managers ($100M+ AUM)
96% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 69
35% more call options, than puts
Call options by funds: $99.2M | Put options by funds: $73.4M
24% more repeat investments, than reductions
Existing positions increased: 290 | Existing positions reduced: 234
11% more capital invested
Capital invested by funds: $30.5B [Q2] → $33.9B (+$3.43B) [Q3]
9% more funds holding
Funds holding: 742 [Q2] → 808 (+66) [Q3]
8% more funds holding in top 10
Funds holding in top 10: 12 [Q2] → 13 (+1) [Q3]
7.51% less ownership
Funds ownership: 101.74% [Q2] → 94.22% (-7.51%) [Q3]
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
Stifel Shlomo Rosenbaum 74% 1-year accuracy 14 / 19 met price target | 12%upside $284 | Buy Maintained | 20 Nov 2024 |
JP Morgan Andrew Steinerman 62% 1-year accuracy 13 / 21 met price target | 12%upside $283 | Overweight Maintained | 19 Nov 2024 |
Oppenheimer Owen Lau 81% 1-year accuracy 43 / 53 met price target | 13%upside $286 | Outperform Maintained | 19 Nov 2024 |
Needham Kyle Peterson 61% 1-year accuracy 35 / 57 met price target | 38%upside $350 | Buy Reiterated | 28 Oct 2024 |
Baird Jeffrey Meuler 65% 1-year accuracy 15 / 23 met price target | 31%upside $333 | Outperform Maintained | 18 Oct 2024 |
Financial journalist opinion
Based on 6 articles about EFX published over the past 30 days
