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Equifax Inc . (NYSE:EFX), a $31.2 billion market cap company currently trading at $250.87, recently saw stock transactions by Lisa M. Nelson, the company’s Executive Vice President and President of International, according to an SEC Form 4 filing. According to InvestingPro analysis, the stock is currently trading above its Fair Value. On February 12, Nelson sold 552 shares of common stock at an average price of $248.18 per share, totaling approximately $136,995. This sale was conducted under a pre-established Rule 10b5-1 trading plan adopted on August 27, 2024.
Earlier, on February 11, Nelson acquired 2,203 shares of common stock at no cost, increasing her holdings through dividend equivalent units. Additionally, she disposed of 1,681 shares at $253 per share, valued at around $425,293, to cover tax obligations.
Following these transactions, Nelson’s direct ownership stands at 13,653 shares. For deeper insights into Equifax’s valuation metrics and 13 additional ProTips, visit InvestingPro, where you’ll find comprehensive analysis and the detailed Pro Research Report.
In other recent news, Equifax has been the subject of revised stock price targets by Stifel and Needham, based on the company’s fourth-quarter 2024 performance and its 2025 guidance. Stifel lowered its price target from $284 to $281, maintaining a Buy rating, while Needham reduced its target from $325 to $300, also retaining a Buy rating. These adjustments reflect the company’s recent financial results, which saw a significant reduction in high-margin revenue forecasts.
Equifax’s fourth-quarter earnings slightly exceeded analyst estimates, but the company’s 2025 guidance fell short of expectations. The credit reporting agency posted adjusted earnings per share of $2.12 and revenue of $1.42 billion, up 7% YoY. However, the company’s full-year 2025 adjusted EPS and revenue guidance were below analysts’ projections.
The company’s performance was bolstered by strong growth in its U.S. mortgage business, which saw revenue surge 29% YoY. Despite the near-term challenges, analysts from Stifel and Needham remain optimistic about Equifax’s resilience. They highlight the company’s strategic initiatives, such as expanding its Employment and Wage Services records, implementing price increases, and launching new products, as potential positive drivers for the stock. These are recent developments in the ongoing story of Equifax’s financial performance.
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