Equifax Inc.

(New York Stock Exchange)
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Slightly Bullish +15

Equifax (NYSE:EFX) Stock: Insider Mark Begor Sells 37,792 Shares

Dividend Earnings report Insider transaction AI-generated analysis

πŸ“‰ CEO Mark Begor sold 37,792 shares for $6.9 million under a pre-arranged Rule 10b5-1 trading plan on October 23rd.

πŸ’° Equifax reported quarterly earnings of $2.26 per share, beating analyst estimates of $2.20 by $0.06.

πŸ“ˆ Revenue reached $1.69 billion for the quarter, representing a 9.6% year-over-year increase.

πŸ’΅ The company pays a quarterly dividend with an annualized yield of 1.3% and an ex-dividend date of August 31st.

🏦 Institutional ownership stands at 96.20%, with several firms like Compass Wealth Management adding new stakes recently.

πŸ“Š Analyst ratings are mixed, with Deutsche Bank maintaining a buy rating while Barclays lowered its price target to $155.

Bullish Signals
  • Equifax beat quarterly earnings expectations with EPS of $2.26 versus the consensus estimate of $2.20.
  • The company achieved revenue growth of 9.6% year-over-year, reaching $1.69 billion for the quarter.
  • Deutsche Bank reaffirmed a buy rating and set a price objective of $201 on Equifax shares.
Risk Factors
  • Barclays cut its price target on Equifax from $200 to $155 and downgraded the rating to equal weight.
  • Citigroup lowered its price objective from $238 to $220, though it maintained a buy rating.
Full Analysis
Equifax CEO Mark Begor sold 37,792 shares of company stock on October 23rd for a total value of $6.9 million under a pre-arranged Rule 10b5-1 trading plan. Following the transaction, the CEO retains direct ownership of approximately 289,922 shares, representing an 11.53% decrease in his personal stake. The sale was executed at an average price of $182.80 per share. The company recently reported quarterly earnings on October 20th, beating analyst consensus estimates with earnings per share of $2.26 compared to the expected $2.20. Revenue for the quarter reached $1.69 billion, matching expectations and marking a 9.6% year-over-year increase from the previous year's figure of $1.54 billion. Equifax maintains a quarterly dividend paid on September 15th with an annualized yield of 1.3%. Institutional ownership remains high at 96.20%, with recent activity including new positions from Compass Wealth Management, Clearstead Trust, and Oslo Pensjonsforsikring. Analyst sentiment is mixed, with Deutsche Bank maintaining a buy rating while Barclays recently cut its target price to $155.