EquifaxEFX
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)
113% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 63
35% more call options, than puts
Call options by funds: $99.2M | Put options by funds: $73.4M
22% more repeat investments, than reductions
Existing positions increased: 292 | Existing positions reduced: 239
11% more capital invested
Capital invested by funds: $30.5B [Q2] → $33.9B (+$3.45B) [Q3]
10% more funds holding
Funds holding: 743 [Q2] → 814 (+71) [Q3]
8% more funds holding in top 10
Funds holding in top 10: 12 [Q2] → 13 (+1) [Q3]
7.47% less ownership
Funds ownership: 101.74% [Q2] → 94.26% (-7.47%) [Q3]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Exane BNP Paribas Andy Grobler 0% 1-year accuracy 0 / 1 met price target | 18%upside $305 | Outperform Upgraded | 16 Dec 2024 |
Morgan Stanley Toni Kaplan 50% 1-year accuracy 11 / 22 met price target | 24%upside $320 | Overweight Upgraded | 12 Dec 2024 |
Stifel Shlomo Rosenbaum 72% 1-year accuracy 13 / 18 met price target | 10%upside $284 | Buy Maintained | 20 Nov 2024 |
JP Morgan Andrew Steinerman 55% 1-year accuracy 11 / 20 met price target | 10%upside $283 | Overweight Maintained | 19 Nov 2024 |
Oppenheimer Owen Lau 79% 1-year accuracy 41 / 52 met price target | 11%upside $286 | Outperform Maintained | 19 Nov 2024 |
Financial journalist opinion
Based on 8 articles about EFX published over the past 30 days