Equifax (Put) (EFX) Holder Toronto Dominion Bank Decreased Position by $20.99 Million as Market Value Declined; As Fs Invt (FSIC) Market Value Declined, Institute For Wealth Management Has Lowered Its Position by $540,162

April 17, 2018 - By David King

Equifax Inc. (NYSE:EFX) Logo

Institute For Wealth Management Llc decreased its stake in Fs Invt Corp (FSIC) by 38.83% based on its latest 2017Q4 regulatory filing with the SEC. Institute For Wealth Management Llc sold 77,166 shares as the company’s stock declined 4.67% with the market. The institutional investor held 121,556 shares of the company at the end of 2017Q4, valued at $890,000, down from 198,722 at the end of the previous reported quarter. Institute For Wealth Management Llc who had been investing in Fs Invt Corp for a number of months, seems to be less bullish one the $1.84 billion market cap company. It closed at $7.5 lastly. It is down 25.91% since April 17, 2017 and is downtrending. It has underperformed by 37.46% the S&P500.

Toronto Dominion Bank decreased its stake in Equifax Inc (Put) (EFX) by 90.08% based on its latest 2017Q4 regulatory filing with the SEC. Toronto Dominion Bank sold 223,298 shares as the company’s stock declined 2.76% with the market. The institutional investor held 24,600 shares of the finance company at the end of 2017Q4, valued at $2.32M, down from 247,898 at the end of the previous reported quarter. Toronto Dominion Bank who had been investing in Equifax Inc (Put) for a number of months, seems to be less bullish one the $14.32 billion market cap company. The stock increased 1.56% or $1.82 during the last trading session, reaching $118.48. About 176,898 shares traded. Equifax Inc. (NYSE:EFX) has declined 14.11% since April 17, 2017 and is downtrending. It has underperformed by 25.66% the S&P500.

Institute For Wealth Management Llc, which manages about $311.71M and $433.24M US Long portfolio, upped its stake in Vanguard Index Fds (VOT) by 14,865 shares to 24,785 shares, valued at $3.19M in 2017Q4, according to the filing. It also increased its holding in Vanguard Intl Equity Index F (VSS) by 8,052 shares in the quarter, for a total of 13,422 shares, and has risen its stake in Powershares Etf Trust (PRF).

Among 10 analysts covering FS Investment (NYSE:FSIC), 3 have Buy rating, 0 Sell and 7 Hold. Therefore 30% are positive. FS Investment had 17 analyst reports since August 12, 2015 according to SRatingsIntel. JP Morgan maintained FS Investment Corporation (NYSE:FSIC) on Thursday, August 11 with “Neutral” rating. Keefe Bruyette & Woods maintained FS Investment Corporation (NYSE:FSIC) rating on Thursday, August 10. Keefe Bruyette & Woods has “Hold” rating and $900 target. The rating was maintained by Keefe Bruyette & Woods with “Hold” on Thursday, October 5. Barclays Capital downgraded FS Investment Corporation (NYSE:FSIC) on Wednesday, September 7 to “Equal-Weight” rating. As per Friday, March 3, the company rating was downgraded by Wells Fargo. On Thursday, November 9 the stock rating was maintained by Keefe Bruyette & Woods with “Hold”. Keefe Bruyette & Woods maintained the shares of FSIC in report on Sunday, July 23 with “Hold” rating. The stock of FS Investment Corporation (NYSE:FSIC) has “Neutral” rating given on Friday, December 18 by Sterne Agee CRT. The firm has “Hold” rating given on Monday, May 1 by Wood. The firm has “Hold” rating by Keefe Bruyette & Woods given on Friday, March 2.

Analysts await FS Investment Corporation (NYSE:FSIC) to report earnings on May, 9. They expect $0.20 EPS, down 9.09% or $0.02 from last year’s $0.22 per share. FSIC’s profit will be $49.15M for 9.38 P/E if the $0.20 EPS becomes a reality. After $0.22 actual EPS reported by FS Investment Corporation for the previous quarter, Wall Street now forecasts -9.09% negative EPS growth.

Among 18 analysts covering Equifax Inc (NYSE:EFX), 9 have Buy rating, 1 Sell and 8 Hold. Therefore 50% are positive. Equifax Inc had 65 analyst reports since July 24, 2015 according to SRatingsIntel. The stock has “Hold” rating by Deutsche Bank on Friday, October 23. Argus Research downgraded Equifax Inc. (NYSE:EFX) on Friday, September 15 to “Hold” rating. On Friday, March 2 the stock rating was maintained by Cowen & Co with “Buy”. The rating was maintained by RBC Capital Markets on Monday, November 13 with “Hold”. The firm earned “Equal-Weight” rating on Wednesday, January 31 by Morgan Stanley. The stock has “Outperform” rating by RBC Capital Markets on Tuesday, August 4. As per Tuesday, February 23, the company rating was initiated by Morgan Stanley. The firm has “Hold” rating by Jefferies given on Monday, May 9. On Tuesday, July 18 the stock rating was maintained by RBC Capital Markets with “Buy”. Morgan Stanley maintained Equifax Inc. (NYSE:EFX) rating on Friday, September 8. Morgan Stanley has “Equal-Weight” rating and $140 target.

Investors sentiment increased to 0.86 in 2017 Q4. Its up 0.15, from 0.71 in 2017Q3. It improved, as 59 investors sold EFX shares while 154 reduced holdings. 58 funds opened positions while 125 raised stakes. 105.48 million shares or 2.69% less from 108.40 million shares in 2017Q3 were reported. Schwab Charles Mngmt reported 0.04% in Equifax Inc. (NYSE:EFX). Dimensional Fund Limited Partnership stated it has 445,144 shares. Kentucky Retirement Ins Fund has 3,189 shares for 0.06% of their portfolio. Td Asset has 98,488 shares for 0.02% of their portfolio. Johnson Invest Counsel Inc holds 0.01% or 3,208 shares. California Pub Employees Retirement Sys reported 0.05% of its portfolio in Equifax Inc. (NYSE:EFX). Norman Fields Gottscho Capital Mngmt Ltd invested in 0.29% or 4,500 shares. Kings Point Cap Mgmt invested 0% in Equifax Inc. (NYSE:EFX). Regions Fincl owns 4,931 shares. Ibm Retirement Fund holds 1,766 shares or 0.04% of its portfolio. Invesco, a Georgia-based fund reported 546,781 shares. Advisory Svcs Ntwk Ltd Llc holds 0% of its portfolio in Equifax Inc. (NYSE:EFX) for 105 shares. Crawford Inv Counsel Incorporated holds 0.12% or 32,931 shares. Investure Llc accumulated 22,500 shares. Zurcher Kantonalbank (Zurich Cantonalbank) has invested 0.02% of its portfolio in Equifax Inc. (NYSE:EFX).

Analysts await Equifax Inc. (NYSE:EFX) to report earnings on April, 25. They expect $1.37 EPS, down 4.86% or $0.07 from last year’s $1.44 per share. EFX’s profit will be $165.60M for 21.62 P/E if the $1.37 EPS becomes a reality. After $1.39 actual EPS reported by Equifax Inc. for the previous quarter, Wall Street now forecasts -1.44% negative EPS growth.

Equifax Inc. (NYSE:EFX) Institutional Positions Chart

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