Equifax Ownership
| EFX Stock | USD 220.67 0.48 0.22% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 124.4 M | Current Value 124.8 M | Avarage Shares Outstanding 126.6 M | Quarterly Volatility 18.3 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Equifax |
Equifax Stock Ownership Analysis
About 98.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 0.9. Equifax last dividend was issued on the 22nd of February 2024. The entity had 2:1 split on the 18th of December 1995. Equifax Inc. provides information solutions and human resources business process automation outsourcing services for businesses, governments, and consumers. The company was founded in 1899 and is headquartered in Atlanta, Georgia. Equifax operates under Consulting Services classification in the United States and is traded on New York Stock Exchange. It employs 12700 people. To learn more about Equifax call Mark Begor at 404 885 8000 or check out https://www.equifax.com.Besides selling stocks to institutional investors, Equifax also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Equifax's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Equifax's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Equifax Quarterly Liabilities And Stockholders Equity |
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Equifax Insider Trades History
Less than 1% of Equifax are currently held by insiders. Unlike Equifax's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Equifax's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Equifax's insider trades
Equifax Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Equifax is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Equifax backward and forwards among themselves. Equifax's institutional investor refers to the entity that pools money to purchase Equifax's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Fmr Inc | 2023-12-31 | 2.4 M | Parnassus Investments Llc | 2023-12-31 | 2.1 M | Cantillon Capital Management Llc | 2023-12-31 | 2 M | Van Eck Associates Corporation | 2023-12-31 | 1.6 M | Jensen Investment Management | 2023-12-31 | 1.5 M | Goldman Sachs Group Inc | 2023-12-31 | 1.5 M | Mitsubishi Ufj Asset Management Co.,ltd | 2023-12-31 | 1.5 M | Veritas Asset Management Llp | 2023-12-31 | 1.4 M | Northern Trust Corp | 2023-12-31 | 1.2 M | Vanguard Group Inc | 2023-12-31 | 13.9 M | Capital Research & Mgmt Co - Division 3 | 2023-12-31 | 13.7 M |
Equifax Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Equifax insiders, such as employees or executives, is commonly permitted as long as it does not rely on Equifax's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Equifax insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Ward Jackie M over six months ago Exercise or conversion by Ward Jackie M of 7000 shares of Equifax subject to Rule 16b-3 |
Equifax Outstanding Bonds
Equifax issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Equifax uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Equifax bonds can be classified according to their maturity, which is the date when Equifax has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| EQUIFAX INC 7 Corp BondUS294429AG04 | View | |
| EQUIFAX INC 69 Corp BondUS294429AC99 | View | |
| EFX 51 15 DEC 27 Corp BondUS294429AV70 | View | |
| EFX 235 15 SEP 31 Corp BondUS294429AT25 | View | |
| US294429AS42 Corp BondUS294429AS42 | View | |
| US294429AR68 Corp BondUS294429AR68 | View | |
| US294429AQ85 Corp BondUS294429AQ85 | View | |
| EQUIFAX INC 325 Corp BondUS294429AL98 | View |
Equifax Corporate Filings
F4 | 30th of April 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 22nd of April 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 17th of April 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 22nd of March 2024 Other Reports | ViewVerify |
Equifax Investors Sentiment
The influence of Equifax's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Equifax. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Equifax's public news can be used to forecast risks associated with an investment in Equifax. The trend in average sentiment can be used to explain how an investor holding Equifax can time the market purely based on public headlines and social activities around Equifax. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Equifax's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Equifax's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Equifax's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Equifax.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Equifax in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Equifax's short interest history, or implied volatility extrapolated from Equifax options trading.
Pair Trading with Equifax
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Equifax position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Equifax will appreciate offsetting losses from the drop in the long position's value.Moving together with Equifax Stock
| 0.66 | BR | Broadridge Financial Earnings Call This Week | PairCorr |
Moving against Equifax Stock
| 0.41 | NL | NL Industries | PairCorr |
| 0.41 | AL | Air Lease Earnings Call This Week | PairCorr |
The ability to find closely correlated positions to Equifax could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Equifax when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Equifax - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Equifax to buy it.
The correlation of Equifax is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Equifax moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Equifax moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Equifax can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Equifax. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in census. For more information on how to buy Equifax Stock please use our How to Invest in Equifax guide.Note that the Equifax information on this page should be used as a complementary analysis to other Equifax's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Complementary Tools for Equifax Stock analysis
When running Equifax's price analysis, check to measure Equifax's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Equifax is operating at the current time. Most of Equifax's value examination focuses on studying past and present price action to predict the probability of Equifax's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Equifax's price. Additionally, you may evaluate how the addition of Equifax to your portfolios can decrease your overall portfolio volatility.
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Is Equifax's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Equifax. If investors know Equifax will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Equifax listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.099 | Dividend Share 1.56 | Earnings Share 4.49 | Revenue Per Share 43.473 | Quarterly Revenue Growth 0.067 |
The market value of Equifax is measured differently than its book value, which is the value of Equifax that is recorded on the company's balance sheet. Investors also form their own opinion of Equifax's value that differs from its market value or its book value, called intrinsic value, which is Equifax's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Equifax's market value can be influenced by many factors that don't directly affect Equifax's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Equifax's value and its price as these two are different measures arrived at by different means. Investors typically determine if Equifax is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Equifax's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.