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)
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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].
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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.
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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.