Equifax Inc. (EFX): A Bull Case Theory
We came across a bullish thesis on Equifax Inc. on CompoundingLab’s Substack. In this article, we will summarize the bulls’ thesis on EFX. Equifax Inc.'s share was trading at $212 recently.
Equifax Inc (EFX)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Harris Associates Natixis Global Asset Management | 5,833,688 | $1,496,515,880 | +15% | 2.4% |
| 2. | Generation Investment Management David Blood And Al Gore | 2,736,467 | $701,985,880 | +7% | 4.65% |
| 3. | Cantillon Capital Management William Von Mueffling | 1,711,003 | $438,923,599 | -2% | 2.42% |
| 4. | Darsana Capital Partners Anand Desai | 1,000,000 | $256,530,000 | 6.04% | |
| 5. | Theleme Partners Patrick Degorce | 506,088 | $129,826,755 | -16% | 8.3% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $238.77 | 415 | $99,089.55 | 3,305 | 2024-05-09 | Filing | |
| $166.94 | 94 | $15,692.22 | 1,586 | 2023-10-26 | Filing | |
| $166.19 | 820 | $136,279.16 | 1,492 | 2023-10-26 | Filing | |
| $148.69 | 672 | $99,922.50 | 3,474 | 2022-10-21 | Filing | |
| $115.01 | 8,700 | $1,000,627.02 | 46,491 | 2018-05-25 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $208.37 | 2,500 | $520,925.00 | 59,527 | 2025-11-20 | Filing | |
| $230.16 | 5,872 | $1,351,500.11 | 22,045 | 2025-10-27 | Filing | |
| $232.27 | 5,274 | $1,224,994.09 | 27,917 | 2025-10-27 | Filing | |
| $229.12 | 3,995 | $915,337.20 | 33,191 | 2025-10-27 | Filing | |
| $231.59 | 3,331 | $771,439.28 | 37,186 | 2025-10-27 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,282,951 | $3,920,535,420 | 0.06% | |
| 2. | 10,434,784 | $2,676,781,636 | 0.43% | |
| 3. | 9,176,246 | $2,353,982,505 | 0.04% | |
| 4. | 4,990,152 | $1,280,123,693 | 0.04% | |
| 5. | 4,639,238 | $1,190,104,489 | 0.07% |
News See All
Equifax Inc. (NYSE:EFX) Q2 2025 Earnings Call Transcript
Operator: Greetings. Welcome to the Second Quarter 2025 Earnings Conference Call for Equifax Inc. At this time, all participants are in a listen-only mode.
Equifax Inc. (NYSE:EFX) Q1 2025 Earnings Call Transcript
Operator: Greetings and welcome to the Equifax, Inc. Q1 2025 Earnings Conference Call. At this time, all participants are in listen-only mode. [Operator Instructions].
12 Best Consulting Stocks to Buy According to Hedge Funds
Despite geopolitical turmoil, economic turbulence, and a flurry of technology breakthroughs affecting business in all sectors in recent years, the consulting industry's market size has consistently grown...
What Makes Equifax (EFX) an Investment Choice?
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista U.S. Quality Select Strategy” fourth quarter 2024 investor letter.
Equifax Inc. (NYSE:EFX) Q4 2024 Earnings Call Transcript
Operator: Greetings and welcome to the Equifax Corporate's Fourth Quarter 2024 Earning Conference Call. This time, all participants are in a listen-only mode.
Will Equifax (EFX) be Able to Increase Earnings from Mortgage Demand Recovery?
Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
11 Best Consulting Stocks to Buy Right Now
According to a report by Mordor Intelligence, the Consulting Service Market is valued at $354.01 billion in 2024 and is projected to reach $447.72 billion by 2029, growing at a Compound Annual Growth ...
Equifax (EFX) Rose on Investors’ Optimism
Madison Investments, an investment advisor, released its “Madison Sustainable Equity Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Equifax Inc. (NYSE:EFX) Q3 2024 Earnings Call Transcript
Operator: Greetings, and welcome to the Equifax Inc. Third Quarter 2024 Earnings Conference Call. At this time all participants are in a listen-only mode.
Hedge Fund Resource Center Billionaire Hedge Funds
