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Dollar change -11.34
Percentage change -2.22	%

Peers: SPGI MSCI FDS ICE MORN CME NDAQ V MA BR

| Held by: VTI VOO SPY IVV VUG XLF VIG IWF QUAL FTCS

Index	S&P 500	P/E	44.42	EPS (ttm)	11.26	Insider Own	0.15%	Shs Outstand	180.31M	Perf Week	-5.16%
Market Cap	90.05B	Forward P/E	31.56	EPS next Y	15.85	Insider Trans	-5.20%	Shs Float	179.72M	Perf Month	3.23%
Income	2.06B	PEG	3.50	EPS next Q	3.62	Inst Own	92.52%	Short Float	0.90%	Perf Quarter	6.01%
Sales	7.09B	P/S	12.70	EPS this Y	12.92%	Inst Trans	0.03%	Short Ratio	2.44	Perf Half Y	5.65%
Book/sh	19.77	P/B	25.30	EPS next Y	12.57%	ROA	13.66%	Short Interest	1.61M	Perf Year	33.29%
Cash/sh	16.52	P/C	30.28	EPS next 5Y	12.68%	ROE	59.80%	52W Range	360.05 - 531.93	Perf YTD	5.68%
Dividend Est.	3.26 (0.65%)	P/FCF	35.72	EPS past 5Y	8.70%	ROI	19.58%	52W High	-5.95%	Beta	1.34
Dividend TTM	3.40 (0.68%)	Quick Ratio	1.43	Sales past 5Y	8.59%	Gross Margin	66.41%	52W Low	38.95%	ATR (14)	10.30
Dividend Ex-Date	Feb 25, 2025	Current Ratio	1.43	EPS Y/Y TTM	28.97%	Oper. Margin	41.94%	RSI (14)	49.92	Volatility	2.09% 1.93%
Employees	15838	Debt/Eq	2.17	Sales Y/Y TTM	19.81%	Profit Margin	29.03%	Recom	2.18	Target Price	554.33
Option/Short	Yes / Yes	LT Debt/Eq	1.95	EPS Q/Q	17.39%	Payout	30.18%	Rel Volume	2.04	Prev Close	511.62
Sales Surprise	-1.82%	EPS Surprise	0.82%	Sales Q/Q	12.97%	Earnings	Feb 13 BMO	Avg Volume	661.81K	Price	500.28
SMA20	-0.76%	SMA50	2.54%	SMA200	8.25%	Trades		Volume	1,348,165	Change	-2.22%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-20-24	Initiated	Citigroup	Buy	$565
Oct-02-24	Initiated	Evercore ISI	Outperform	$521
Sep-23-24	Downgrade	Raymond James	Mkt Perform → Underperform
Aug-13-24	Initiated	Wells Fargo	Overweight	$510
Jul-24-24	Downgrade	BMO Capital Markets	Outperform → Market Perform	$482 → $455
Apr-02-24	Upgrade	Barclays	Equal Weight → Overweight	$375 → $450
Dec-15-23	Upgrade	Wells Fargo	Equal Weight → Overweight	$365 → $455
Sep-14-23	Initiated	Wolfe Research	Outperform	$390
Jul-03-23	Reiterated	Goldman	Neutral	$328 → $362
Jun-15-23	Initiated	BofA Securities	Buy
May-09-23	Initiated	Wells Fargo	Equal Weight	$312
Feb-01-23	Downgrade	Raymond James	Outperform → Mkt Perform
Aug-10-22	Downgrade	Deutsche Bank	Buy → Hold	$324
Jun-08-22	Downgrade	Atlantic Equities	Overweight → Neutral
Jun-03-22	Downgrade	Barclays	Overweight → Equal Weight	$350 → $285
Mar-30-22	Initiated	Deutsche Bank	Buy	$408
Mar-08-22	Initiated	Robert W. Baird	Outperform	$363
Jul-29-21	Downgrade	UBS	Buy → Neutral	$383 → $392
Jul-08-21	Initiated	RBC Capital Mkts	Outperform	$409
Apr-01-21	Upgrade	Raymond James	Mkt Perform → Outperform	$337

Show Previous Ratings

Feb-20-25 10:55AM	Moodys Corporation (MCO): A Bull Case Theory (Insider Monkey)
Feb-19-25 10:05AM	Moodys price target raised to $531 from $481 at BMO Capital (TipRanks)
Feb-18-25 02:43PM	Analyst Report: Moody's Corporation (Morningstar Research)
08:00AM	Marc Pinto Named Global Head of Private Credit for Moodys Ratings (Business Wire)
Feb-16-25 11:04PM	Is Moody's Corporation (MCO) The Best Financial Sector Dividend Stock To Buy Right Now? (Insider Monkey)
12:26PM	Loading…
Feb-15-25 12:26PM	Moody's Corporation (MCO): Among the Best Forever Stocks to Buy Right Now (Insider Monkey)
Feb-14-25 02:59AM	Q4 2024 Moody's Corp Earnings Call (Thomson Reuters StreetEvents)
Feb-13-25 01:24PM	Analyst Report: Moody's Corporation (Morningstar Research)
09:30AM	Moody's (MCO) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
08:10AM	Moody's (MCO) Q4 Earnings Surpass Estimates (Zacks)
07:29AM	Moody's Guides FY25 Adj. EPS Above Estimates; Boosts Dividend 11% - Update (RTT News)
07:00AM	Moody's Corporation Reports Results for Fourth Quarter and Full Year 2024; Sets Outlook for 2025 (Business Wire)
06:45AM	1 Warren Buffett Artificial Intelligence (AI) Stock to Buy Hand Over Fist (Hint: I'm Not Talking About Apple or Amazon) (Motley Fool)
Feb-12-25 04:00PM	Ratings Giant Moody's Gets A Rating Upgrade Ahead Of Earnings (Investor's Business Daily)
03:35PM	S&P Global, Stock Of The Day, Flirts With Buy Points On Solid Growth (Investor's Business Daily)
03:12PM	Loading…
Feb-11-25 03:12PM	Analyst Report: Moody's Corporation (Morningstar Research)
05:57AM	Moodys Corporation (MCO): Among the Best Dividend Stocks to Invest In Now According to Warren Buffett (Insider Monkey)
Feb-10-25 09:16AM	Curious about Moody's (MCO) Q4 Performance? Explore Wall Street Estimates for Key Metrics (Zacks)
Feb-07-25 02:38PM	Trade Update: Josh Brown gives an update on Moody's (CNBC TV)
Feb-01-25 07:36AM	India Delivers $12 Billion in Tax Cuts to Spur Economic Growth (Bloomberg)
Jan-31-25 02:37AM	Is Moodys Corporation (MCO) Among Warren Buffetts Longest-Held Stocks? (Insider Monkey)
Jan-30-25 12:00PM	Moody's (MCO) Is Up 2.90% in One Week: What You Should Know (Zacks)
07:00AM	Date Set For Moody's Earnings Release And Investor Teleconference (Business Wire)
Jan-23-25 07:10AM	Is Moodys (MCO) Among Billionaire Chris Hohns Top Stock Picks? (Insider Monkey)
Jan-20-25 08:01AM	Moodys Corporation (MCO): A Bull Case Theory (Insider Monkey)
Jan-14-25 08:30AM	Moodys to acquire Cape Analytics, terms undisclosed (TipRanks)
Jan-13-25 12:18PM	Analyst Report: Moody's Corporation (Morningstar Research)
08:00AM	Moodys to Acquire CAPE Analytics, Adding AI-Powered Geospatial Property Risk Intelligence to Its Industry-Leading Insurance Risk Models (Business Wire)
Jan-09-25 10:08PM	Will L.A. Wildfires Worsen California's Property Insurance Crisis? (Investopedia)
01:52PM	Why Did Americans Suddenly Pay Off Credit Card Debt In November? (Investopedia)
11:57AM	Loading…
11:57AM	The Job Market Got Even More Stagnant In December (Investopedia)
Dec-30-24 05:30AM	Credit Spreads Havent Looked This Good Since the 2000s. Can They Get Better? (The Wall Street Journal)
Dec-26-24 02:13PM	Toyota's Stock Surges on Reported Plans to Raise Its Return on Equity (Investopedia)
Dec-24-24 10:22AM	Moody's Gives Thumbs Up to Possible Honda-Nissan Merger (Investopedia)
Dec-20-24 09:48AM	What Would A Government Shutdown Do To The Economy? (Investopedia)
Dec-16-24 03:29AM	South Korean Court Starts Review of Yoons Impeachment Case (Bloomberg)
Dec-15-24 11:40PM	Pakistans Crackdown on Illegal Dollar Trade Boosts Remittances (Bloomberg)
01:55PM	Why Moody's Corporation (MCO) Is the Best Stock to Buy for the Long-Term According to Charles Akre? (Insider Monkey)
Dec-13-24 01:29PM	What to Expect From Next Week's Federal Reserve Meeting on Interest Rates (Investopedia)
Dec-09-24 03:47PM	What to Expect From This Week's Inflation Report (Investopedia)
Dec-05-24 01:13AM	Koreas Opposition Isolates Yoon With Impeachment Bid (Bloomberg)
Dec-04-24 01:03PM	San Francisco Expects $876 Million Budget Gap, Warns of Cuts (Bloomberg)
12:43PM	Could 2025 Be A Year Without A Government Shutdown Showdown? (Investopedia)
05:15AM	BOKs Rhee Dismisses Odds of Rate Cut on Yoons Shock Move (Bloomberg)
Dec-03-24 09:44AM	3 No-Brainer Warren Buffett Stocks to Buy Right Now (Motley Fool)
Nov-29-24 09:00PM	Invest in Banking Like Warren Buffett: Own a Castle (The Wall Street Journal)
11:31AM	Frances Le Pen Boosts Budget Asks Ahead of Monday Deadline (Bloomberg)
05:00AM	Why the Holidays Could Be a 'Last Hurrah' for a Stretched U.S. Consumer (Investopedia)
Nov-27-24 02:37PM	Trump policies could start to impact economic data in spring, summer of '25, says Moody's Zandi (CNBC TV)
Nov-26-24 07:00AM	Moodys Corporation to Present at Investor Conferences (Business Wire)
Nov-24-24 08:21AM	Moody's Corporation (MCO): $1.8 Billion Revenue Surge and Strategic Insights in Warren Buffett's Portfolio (Insider Monkey)
Nov-21-24 11:30AM	Moody's (MCO) Up 1.2% Since Last Earnings Report: Can It Continue? (Zacks)
08:00AM	Moody's Acquires Numerated Growth Technologies, Expanding Lending Technology Solutions (Business Wire)
Nov-13-24 02:33PM	Vans Owner VF Cut to Junk as Sales Drop at Firms Top Brands (Bloomberg)
Nov-12-24 02:26PM	Small Business Owners in October Were More Optimistic Despite Record Uncertainty (Investopedia)
02:46AM	Frances Government Softens Plan to Raise Employer Taxes (Bloomberg)
Nov-07-24 07:00AM	Moodys Corporation to Present at the J.P. Morgan Ultimate Services Conference on November 14, 2024 (Business Wire)
Nov-05-24 03:38PM	Could the Presidential Election Disrupt the US Economy's Winning Streak? (Investopedia)
Nov-01-24 01:11PM	UK Bond Rout Abates as High-Stakes Budget Week Draws to a Close (Bloomberg)
Oct-30-24 04:06PM	Chicago Mayor Seeks Property Tax Hike, Breaking Campaign Vow (Bloomberg)
Oct-28-24 11:39AM	Powerhouse U.S. Economy Likely Accelerated In Third Quarter (Investopedia)
Oct-25-24 12:35AM	South Korea to Keep Investing in US Whoever Wins Election (Bloomberg)
Oct-24-24 04:51PM	Why Are Home Buyers Turning Toward New Builds? (Investopedia)
01:05AM	Decoding Moodys Corp (MCO): A Strategic SWOT Insight (GuruFocus.com)
Oct-23-24 07:33AM	Q3 2024 Moody's Corp Earnings Call (Thomson Reuters StreetEvents)
07:18AM	Moodys Reports Strong Q3 2024 Financial Performance (TipRanks)
Oct-22-24 01:55PM	Analyst Report: Moody's Corporation (Morningstar Research)
08:10AM	Moody's (MCO) Surpasses Q3 Earnings and Revenue Estimates (Zacks)
07:00AM	Moody's Corporation Reports Results for Third Quarter 2024 (Business Wire)
Oct-21-24 05:47AM	Indonesia Leader Taps Jokowi Heavyweights for Economic Team (Bloomberg)
Oct-17-24 09:15AM	Insights Into Moody's (MCO) Q3: Wall Street Projections for Key Metrics (Zacks)
Oct-16-24 10:29AM	Is Moodys Corporation (MCO) the Best Stock In Buffett Stock Portfolio? (Insider Monkey)
07:40AM	Moodys price target raised to $464 from $455 at BMO Capital (TipRanks)
Oct-12-24 08:00AM	Biden's Economic 'Unfinished Business' Takes Center Stage In Election (Investopedia)
Oct-11-24 03:33PM	Will Deporting Immigrants Make Homes Affordable? Trump Thinks So, Homebuilders Disagree (Investopedia)
08:30AM	IBD's Three Most Sustainable Companies In 11 Industry Categories (Investor's Business Daily)
08:30AM	Sustainability Of Energy Stocks Is Clouded By 2024 Election Uncertainty (Investor's Business Daily)
08:30AM	IBD's 100 Most Sustainable Companies For 2024 (Investor's Business Daily)
08:30AM	For Moody's, Sustainability Is A Long-Term Commitment (Investor's Business Daily)
Oct-09-24 02:32AM	Norinchukins Bond Spreads Tighten in Vote of Confidence (Bloomberg)
Oct-08-24 04:23PM	Brazils New Central Bank Head Clears Senate Confirmation Easily (Bloomberg)
03:11PM	Private credit ETFs could provide opportunity to retail investors, says Moody's Ana Arsov (CNBC TV)
12:00PM	Moodys Wins Top Ranking in ChartisRiskTech100 for Third Consecutive Year (Business Wire)
07:00AM	Date Set For Moody's Earnings Release And Investor Teleconference (Business Wire)
Oct-07-24 02:34AM	Norinchukin Plans First Dollar Bond Since Signaling Losses (Bloomberg)
Oct-01-24 06:14PM	Dockworkers' Strike Could Cost the Economy $4.5B Per Day and Rekindle Inflation (Investopedia)
12:00PM	East Coast port worker strike will hit every industry, says Moody's John Donigian (CNBC TV)
Sep-26-24 11:36AM	Economic data shows 'tenuous' resilience: Moody's chief economist Mark Zandi (CNBC TV)
09:49AM	Moodys Corporation (MCO): Warren Buffetts Best Stock Performer of 2024 (Insider Monkey)
Sep-25-24 12:41PM	Analyst Report: Moody's Corporation (Morningstar Research)
10:07AM	How a Harris or Trump presidency will affect banking regulations, according to Moody's (Quartz)
01:36AM	Sri Lanka President Dissolves Parliament, Calls Early Poll (Bloomberg)
Sep-23-24 05:30PM	S&P 500 Gains and Losses Today: Tesla Stock Jumps as Analysts Highlight Catalysts (Investopedia)
04:34PM	Tesla Leads S&P 500 Index, While Biotech Giant Tumbles On Court Ruling (Investor's Business Daily)
Sep-18-24 08:52AM	Moodys Corporation (MCO): Best Long-Term Stock to Buy According To Warren Buffett (Insider Monkey)
Sep-17-24 06:34PM	Markets are poised for a 50bps cut, but this is a 'much more cautious Fed', says Moody's Mark Zandi (CNBC TV)
Sep-15-24 11:26PM	Moody's Corporation (MCO): Among the Best Warren Buffett Dividend Stocks to Buy (Insider Monkey)
Sep-09-24 06:02PM	Consumer Debt Hit Another Record High In July (Investopedia)
Sep-08-24 06:10PM	Moodys Corporation (MCO): Among the Unrivaled Stocks of the Next 10 Years (Insider Monkey)
Sep-07-24 07:00AM	Harris and Trump Could Clash Over These Economic Issues In Tuesday's Debate (Investopedia)

Moody's Corp. engages in the provision of credit ratings, research, tools and analysis to the global capital markets. It operates through the Moody's Investors Service (MIS) and Moody's Analytics (MA) segments. The MIS segment is a credit rating agency, which publishes credit ratings on debt obligations and the entities, including various corporate and governmental obligations, structured finance securities, and commercial paper programs. The MA segment develops products and services, which support financial analysis and risk management activities of institutional participants in global financial markets. The company was founded by John Moody in 1909 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Fauber Robert	President and CEO	Feb 18 '25	Option Exercise	97.72	281	27,459	62,175	Feb 19 05:59 PM
Fauber Robert	President and CEO	Feb 18 '25	Sale	522.20	281	146,738	61,894	Feb 19 05:59 PM
Fauber Robert	Officer	Feb 18 '25	Proposed Sale	522.20	281	146,738		Feb 18 11:10 AM
Fauber Robert	President and CEO	Feb 03 '25	Option Exercise	97.72	281	27,459	62,175	Feb 04 04:25 PM
Fauber Robert	President and CEO	Feb 03 '25	Sale	494.42	281	138,932	61,894	Feb 04 04:25 PM
Fauber Robert	Officer	Feb 03 '25	Proposed Sale	494.42	281	138,932		Feb 03 11:11 AM
Fauber Robert	President and CEO	Jan 15 '25	Option Exercise	97.72	281	27,459	62,175	Jan 16 04:15 PM
Fauber Robert	President and CEO	Jan 15 '25	Sale	473.62	281	133,087	61,894	Jan 16 04:15 PM
Fauber Robert	Officer	Jan 15 '25	Proposed Sale	473.62	281	133,087		Jan 15 09:57 AM
Fauber Robert	President and CEO	Jan 02 '25	Option Exercise	97.72	281	27,459	62,175	Jan 03 04:13 PM
Fauber Robert	President and CEO	Jan 02 '25	Sale	474.86	281	133,436	61,894	Jan 03 04:13 PM
Fauber Robert	Officer	Jan 02 '25	Proposed Sale	474.86	281	133,436		Jan 02 10:07 AM
Fauber Robert	President and CEO	Dec 16 '24	Option Exercise	97.72	281	27,459	61,635	Dec 17 04:19 PM
Fauber Robert	President and CEO	Dec 16 '24	Sale	490.24	281	137,757	61,354	Dec 17 04:19 PM
Fauber Robert	Officer	Dec 16 '24	Proposed Sale	490.24	281	137,757		Dec 16 10:19 AM
Fauber Robert	President and CEO	Dec 02 '24	Option Exercise	97.72	281	27,459	61,635	Dec 03 05:08 PM
Fauber Robert	President and CEO	Dec 02 '24	Sale	499.51	281	140,362	61,354	Dec 03 05:08 PM
Fauber Robert	Officer	Dec 02 '24	Proposed Sale	499.51	281	140,362		Dec 02 10:34 AM
Fauber Robert	President and CEO	Nov 15 '24	Option Exercise	97.72	281	27,459	61,635	Nov 18 05:07 PM
Fauber Robert	President and CEO	Nov 15 '24	Sale	478.99	281	134,596	61,354	Nov 18 05:07 PM
Fauber Robert	Officer	Nov 15 '24	Proposed Sale	478.99	281	134,596		Nov 15 09:40 AM
West Michael L	President, Moody's Investors	Nov 08 '24	Option Exercise	290.56	10,296	2,991,637	18,903	Nov 12 03:59 PM
West Michael L	President, Moody's Investors	Nov 08 '24	Sale	475.53	10,896	5,181,342	8,607	Nov 12 03:59 PM
West Michael L	Officer	Nov 08 '24	Proposed Sale	475.52	10,896	5,181,297		Nov 08 12:41 PM
Fauber Robert	President and CEO	Nov 01 '24	Option Exercise	97.72	281	27,459	61,635	Nov 05 04:38 PM
Fauber Robert	President and CEO	Nov 01 '24	Sale	455.98	281	128,130	61,354	Nov 05 04:38 PM
Fauber Robert	Officer	Nov 01 '24	Proposed Sale	455.98	281	128,130		Nov 01 10:48 AM
Sullivan Caroline	SVP, Corp Controller	Oct 28 '24	Option Exercise	279.00	1,681	468,998	2,429	Oct 29 04:02 PM
Sullivan Caroline	SVP, Corp Controller	Oct 28 '24	Sale	462.40	1,681	777,288	1,415	Oct 29 04:02 PM
Sullivan Caroline	Officer	Oct 28 '24	Proposed Sale	462.40	1,681	777,295		Oct 28 03:22 PM
Tulenko Stephen T	President, Moody's Analytics	Aug 09 '24	Sale	464.06	500	232,030	6,647	Aug 12 04:44 PM
Steele Richard G	SVP - General Counsel	Aug 08 '24	Option Exercise	170.68	1,862	317,807	2,014	Aug 09 04:47 PM
Steele Richard G	SVP - General Counsel	Aug 08 '24	Sale	455.43	1,862	848,001	1,040	Aug 09 04:47 PM
Tulenko Stephen T	Officer	Aug 09 '24	Proposed Sale	464.06	500	232,030		Aug 09 02:30 PM
Steele Richard G	Officer	Aug 08 '24	Proposed Sale	455.43	1,862	848,001		Aug 08 02:55 PM
Tulenko Stephen T	President, Moody's Analytics	Aug 06 '24	Sale	452.62	1,000	452,620	7,147	Aug 07 04:07 PM
Tulenko Stephen T	President, Moody's Analytics	Aug 05 '24	Sale	444.26	569	252,694	8,147	Aug 07 04:07 PM
Tulenko Stephen T	Officer	Aug 06 '24	Proposed Sale	452.62	1,000	452,620		Aug 06 12:30 PM
Tulenko Stephen T	Officer	Aug 05 '24	Proposed Sale	444.10	569	252,694		Aug 05 12:02 PM
Tulenko Stephen T	President, Moody's Analytics	Jul 31 '24	Sale	457.99	1,147	525,116	8,715	Aug 02 04:00 PM
Tulenko Stephen T	Officer	Jul 31 '24	Proposed Sale	457.83	1,147	525,128		Jul 31 01:40 PM
Steele Richard G	SVP - General Counsel	Jul 29 '24	Option Exercise	113.34	1,506	170,690	2,546	Jul 30 05:20 PM
Steele Richard G	SVP - General Counsel	Jul 29 '24	Sale	450.13	1,506	677,896	1,040	Jul 30 05:20 PM
Tulenko Stephen T	President, Moody's Analytics	Jul 29 '24	Option Exercise	278.62	5,978	1,665,596	15,840	Jul 30 04:37 PM
Tulenko Stephen T	President, Moody's Analytics	Jul 29 '24	Sale	450.25	5,978	2,691,581	9,862	Jul 30 04:37 PM
West Michael L	President, Moody's Investors	Jul 29 '24	Sale	449.98	1,100	494,978	9,207	Jul 30 04:35 PM
Steele Richard G	Officer	Jul 29 '24	Proposed Sale	450.13	1,506	677,896		Jul 29 08:02 PM
Tulenko Stephen T	Officer	Jul 29 '24	Proposed Sale	450.25	5,978	2,691,581		Jul 29 06:31 PM
West Michael L	Officer	Jul 29 '24	Proposed Sale	449.98	1,100	494,978		Jul 29 04:22 PM
Steele Richard G	SVP - General Counsel	Mar 04 '24	Sale	382.34	304	116,284	1,615	Mar 05 04:25 PM

Dollar change -2.03
Percentage change -0.38	%

Peers: IHS MCO MSCI NDAQ VRSK INFO ICE DNB FCN FDS

| Held by: VTI VOO SPY IVV VUG XLF VIG IWD IAI VFH

Index	S&P 500	P/E	43.19	EPS (ttm)	12.35	Insider Own	0.13%	Shs Outstand	315.00M	Perf Week	-1.64%
Market Cap	164.18B	Forward P/E	27.74	EPS next Y	19.23	Insider Trans	-1.84%	Shs Float	307.39M	Perf Month	4.39%
Income	3.85B	PEG	3.86	EPS next Q	4.26	Inst Own	89.13%	Short Float	0.96%	Perf Quarter	6.04%
Sales	14.21B	P/S	11.56	EPS this Y	9.48%	Inst Trans	-1.29%	Short Ratio	2.30	Perf Half Y	7.14%
Book/sh	105.27	P/B	5.07	EPS next Y	11.87%	ROA	6.38%	Short Interest	2.95M	Perf Year	25.21%
Cash/sh	5.48	P/C	97.38	EPS next 5Y	11.19%	ROE	11.44%	52W Range	407.69 - 545.39	Perf YTD	7.10%
Dividend Est.	3.82 (0.72%)	P/FCF	29.50	EPS past 5Y	7.51%	ROI	8.55%	52W High	-2.20%	Beta	1.21
Dividend TTM	3.64 (0.68%)	Quick Ratio	0.85	Sales past 5Y	16.56%	Gross Margin	60.85%	52W Low	30.83%	ATR (14)	8.70
Dividend Ex-Date	Feb 26, 2025	Current Ratio	0.85	EPS Y/Y TTM	49.90%	Oper. Margin	40.58%	RSI (14)	57.63	Volatility	1.18% 1.52%
Employees	42350	Debt/Eq	0.36	Sales Y/Y TTM	13.68%	Profit Margin	27.12%	Recom	1.52	Target Price	608.75
Option/Short	Yes / Yes	LT Debt/Eq	0.36	EPS Q/Q	55.43%	Payout	29.47%	Rel Volume	1.04	Prev Close	535.43
Sales Surprise	2.68%	EPS Surprise	8.70%	Sales Q/Q	13.96%	Earnings	Feb 11 BMO	Avg Volume	1.28M	Price	533.40
SMA20	1.35%	SMA50	4.47%	SMA200	8.67%	Trades		Volume	1,335,082	Change	-0.38%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-20-24	Initiated	Citigroup	Buy	$600
Oct-02-24	Initiated	Evercore ISI	Outperform	$599
Sep-23-24	Downgrade	Raymond James	Outperform → Mkt Perform
Aug-13-24	Initiated	Wells Fargo	Overweight	$575
Oct-16-23	Resumed	Jefferies	Buy	$457 → $430
Sep-14-23	Initiated	Wolfe Research	Outperform	$453
Jun-15-23	Initiated	BofA Securities	Buy
May-09-23	Initiated	Wells Fargo	Overweight	$415
Nov-07-22	Upgrade	Atlantic Equities	Neutral → Overweight	$356 → $386
Oct-25-22	Resumed	Jefferies	Buy	$430 → $397
May-17-22	Initiated	Redburn	Buy
Mar-30-22	Initiated	Deutsche Bank	Buy	$515
Mar-24-22	Resumed	Credit Suisse	Outperform	$495
Mar-08-22	Resumed	Goldman	Buy	$485
Mar-08-22	Resumed	Barclays	Overweight	$500
Mar-02-22	Resumed	JP Morgan	Overweight	$480
Mar-02-22	Resumed	Jefferies	Buy	$453
Jul-08-21	Initiated	RBC Capital Mkts	Outperform	$476
Apr-30-21	Initiated	Deutsche Bank	Buy	$435
Apr-27-21	Initiated	Robert W. Baird	Outperform	$437

Show Previous Ratings

Feb-21-25 04:35PM	The Dow, S&P 500 Notch Worst Day of the Year (Barrons.com)
02:09PM	Why Is the Stock Market Falling Today? Economic Worries Are Back. (Barrons.com)
07:44AM	Moodys Cuts Nissan Motors Rating to Junk Status (The Wall Street Journal)
Feb-20-25 10:57AM	S&P Global Inc. (SPGI): A Bull Case Theory (Insider Monkey)
05:30AM	2 Magnificent Dividend Growth Stocks to Load Up On Right Now (Motley Fool)
06:01PM	Loading…
Feb-19-25 06:01PM	SanDisk Set to Join S&P SmallCap 600 (PR Newswire)
03:49PM	Analyst Report: S&P Global Inc. (Morningstar Research)
11:00AM	S&P Global to Present at Raymond James' 46th Annual Institutional Investors Conference on March 3, 2025 (PR Newswire)
Feb-18-25 08:00AM	US Secretary of Energy Chris Wright to Address CERAWeek by S&P Global in Houston, March 10-14 (PR Newswire)
Feb-17-25 09:13AM	If You Only Own the Vanguard S&P 500 ETF, You're Missing Out on This Brilliant Artificial Intelligence (AI) Semiconductor Stock (Motley Fool)
08:00AM	BlackRock Chairman and CEO Laurence D. Fink to Address CERAWeek by S&P Global in Houston, March 10-14 (PR Newswire)
07:15AM	Want Decades of Passive Income? 3 Stocks to Buy Right Now (Motley Fool)
06:20AM	Flatbed operator and aggregator PS Logistics holds on to debt rating at Moodys (FreightWaves)
Feb-16-25 11:03PM	Is S&P Global Inc. (SPGI) The Best Financial Sector Dividend Stock To Buy Right Now? (Insider Monkey)
10:00AM	Is S&P Global Stock a Buy Now? (Motley Fool)
09:23AM	Loading…
Feb-15-25 09:23AM	Broadcom, Axon Lead Five Stocks Near Buy Points With S&P 500 Poised To Break Out (Investor's Business Daily)
Feb-14-25 10:00AM	Veteran of U.S. Credit Downgrade Hears Alarm Bells Today (The Wall Street Journal)
04:00AM	This Warren Buffett Index Fund Could Turn $400 Per Month Into $868,200 (Motley Fool)
Feb-13-25 05:54PM	Kadant Set to Join S&P SmallCap 600 (PR Newswire)
08:30AM	S&P Global Market Intelligence Quarterly Report Finds Global Equity Issuance Value Rose to the Highest Level Since 2021 in Q4 2024 (PR Newswire)
06:45AM	1 Warren Buffett Artificial Intelligence (AI) Stock to Buy Hand Over Fist (Hint: I'm Not Talking About Apple or Amazon) (Motley Fool)
Feb-12-25 06:14PM	S&P Global: Buy, Sell, or Hold? (Motley Fool)
03:35PM	S&P Global, Stock Of The Day, Flirts With Buy Points On Solid Growth (Investor's Business Daily)
08:18AM	U.S. MANUFACTURING PICKED UP IN JANUARY DRIVEN BY GROWING DEMAND: GEP GLOBAL SUPPLY CHAIN VOLATILITY INDEX (PR Newswire)
02:06AM	S&P Global Inc (SPGI) Q4 2024 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
Feb-11-25 11:41PM	Q4 2024 S&P Global Inc Earnings Call (Thomson Reuters StreetEvents)
04:15PM	Analyst Report: S&P Global Inc. (Morningstar Research)
03:10PM	Why S&P Global Stock Is Up Today (Motley Fool)
01:15PM	S&P; Global (SPGI) Q4 2024 Earnings Call Transcript (Motley Fool)
09:30AM	S&P Global (SPGI) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
09:16AM	Loading…
09:16AM	S&P Global's Ratings Power Q4 Surge, Capital Returns Sweeten The Deal (Benzinga)
08:25AM	S&P Global (SPGI) Surpasses Q4 Earnings and Revenue Estimates (Zacks)
07:25AM	S&P Global Reports Fourth Quarter and Full-Year 2024 Results (PR Newswire)
Feb-10-25 06:32PM	Acushnet Holdings Set to Join S&P SmallCap 600 (PR Newswire)
09:00AM	CERAWeek by S&P Global 2025 to Convene Energy CEOs, Government Officials and Business and Technology Leaders in Houston, March 10-14 (PR Newswire)
Feb-07-25 06:14PM	Why BlackBerry Stock Was a Winner This Week (Motley Fool)
05:15PM	S&P Dow Jones Indices Announces Changes to the S&P/TSX Composite Index (PR Newswire)
Feb-06-25 09:15AM	S&P Global (SPGI) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures (Zacks)
Feb-05-25 06:28PM	Millrose Properties Set to Join S&P SmallCap 600 (PR Newswire)
10:30AM	S&P Global U.S. Services PMI 52.9 vs 52.8 estimated (CNBC TV)
08:30AM	S&P Global Market Intelligence releases inaugural deposit rankings for U.S. community banks (PR Newswire)
06:30AM	European stocks are beating the U.S. so far this year. Is American exceptionalism dead? (MarketWatch)
Feb-04-25 04:39PM	North American Automotive Industry Faces Unprecedented Challenges as Tariffs Loom, according to S&P Global Mobility (PR Newswire)
10:00AM	S&P Global (SPGI) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
08:30AM	S&P Global Market Intelligence Launches High Scale Data Automation in iLEVEL, Transforming Private Markets Portfolio Monitoring with AI-Powered Technology (PR Newswire)
Feb-03-25 07:00AM	Crypto Daybook Americas: The Sea of Red May Not Ebb as Fast as Expected (CoinDesk)
06:00AM	6 Dividend Growth Stocks That Can Provide a Lifetime of Passive Income (Motley Fool)
Jan-31-25 06:00AM	Companies Issue Debt in Fast-Growing Hybrid Bond Market, Citing Ratings Benefits (The Wall Street Journal)
Jan-29-25 09:57AM	S&P CORELOGIC CASE-SHILLER INDEX RECORDS 3.8% ANNUAL GAIN IN NOVEMBER 2024 (PR Newswire)
08:30AM	New Report from S&P Global Market Intelligence Unveils Three Tools Utilizing Alternative Data and AI to Address Potential Trump Administration Tariffs (PR Newswire)
Jan-28-25 04:02PM	S&P Global Increases Dividend 5.5% to $0.96 (PR Newswire)
Jan-27-25 07:12PM	Analyst Report: S&P Global Inc. (Morningstar Research)
12:32PM	Even Chinas Property Stalwart Isnt Immune From the Crisis (The Wall Street Journal)
07:48AM	Why S&P Global (SPGI) Is One of the Best Fundamental Stocks to Buy Now? (Insider Monkey)
Jan-25-25 09:45AM	2 ETFs to Buy in 2025 and Hold Forever (Motley Fool)
Jan-24-25 09:00PM	Rumors About the President and Aging Rockers: A Week With Billionaires in the Alps (The Wall Street Journal)
05:15PM	S&P Dow Jones Indices Announces Changes to the S&P/TSX Canadian Dividend Aristocrats Index (PR Newswire)
04:34PM	Is S&P Global Inc. (SPGI) Among the Best Humane Stocks to Invest in Now? (Insider Monkey)
12:26PM	CARFAX Recognizes New Top-Rated Car Dealers Nationwide (PR Newswire)
09:00AM	automotiveMastermind introduces new Actionable Intelligence that delivers generative AI talk tracks for dealership sales professionals in its Customer Deal Sheet (PR Newswire)
07:24AM	Investors Bet Trump Will Make Europe Investable Again (The Wall Street Journal)
06:35AM	Should You Start the New Year With the Vanguard Growth ETF or the Vanguard Value ETF? (Motley Fool)
Jan-23-25 04:56PM	Stocks Get Trump Boost to Close at All-Time Highs: Markets Wrap (Bloomberg)
12:14PM	S&P Global Commodity Insights Launches Weekly Platts Cement Price Assessments for Turkey and Associated Freight to Europe and North America (PR Newswire)
09:00AM	automotiveMastermind introduces Acquire, a data-driven product within the Mastermind platform, to help dealers capture customers and grow market share (PR Newswire)
08:08AM	Should You Expect New Recovery In S&P Globals (SPGI) Market Intelligence Business? (Insider Monkey)
07:13AM	Is S&P Global (SPGI) Among Billionaire Chris Hohns Top Stock Picks? (Insider Monkey)
Jan-22-25 05:54PM	Guidewire Software Set to Join S&P MidCap 400; Arrowhead Pharmaceuticals to Join S&P SmallCap 600 (PR Newswire)
02:03PM	Trumps Arrival Brightens U.S. Outlook, Darkens Everyone Elses (The Wall Street Journal)
Jan-21-25 02:27PM	S&P Global's Dan Yergin on global reaction to Trump 2.0 (CNBC TV)
Jan-20-25 04:51AM	Prediction: Donald Trump's Presidency Will Fuel a Greater Than $4 Trillion Investment -- and It Has Nothing to Do With Artificial Intelligence (AI) (Motley Fool)
Jan-19-25 03:59AM	You Can Outperform Nearly 92% of Professional Fund Managers by Using This Simple Investment Strategy (Motley Fool)
Jan-17-25 08:56AM	Is S&P Global (SPGI) One of the Best Financial Services Stocks to Buy According to Analysts? (Insider Monkey)
Jan-16-25 09:00AM	automotiveMastermind introduces new Actionable Intelligence that provides dealers with real-time views of customers' dealership website shopping activity (PR Newswire)
08:26AM	Heres Wedgewood Partners Commentary on S&P Global (SPGI) (Insider Monkey)
Jan-14-25 12:14PM	S&P Global Inc. (SPGI) Among the Best Dividend Kings Stocks to Invest in Now (Insider Monkey)
Jan-13-25 12:18PM	Analyst Report: S&P Global Inc. (Morningstar Research)
03:00AM	S&P Global Commodity Insights Predicts a Transformative Shift as Investments in Cleantech Outpace Fossil Fuels for the First Time (PR Newswire)
Jan-12-25 05:30AM	There Is a Safety Valve for Private Home Insurance in California (The Wall Street Journal)
Jan-11-25 02:31PM	Is S&P Global (SPGI) the Best Financial Stock to Buy According to Hedge Funds? (Insider Monkey)
Jan-10-25 05:15PM	S&P Dow Jones Indices Announces Changes to the S&P/TSX Composite Index (PR Newswire)
01:13PM	Power Giant Strikes While the Iron Is Hot (The Wall Street Journal)
11:58AM	S&P Global Upgrades Advanced Micro Devices, Inc. (AMD) to A Rating: AI Growth and Strong Market Share Propel Outlook (Insider Monkey)
10:45AM	Retired Dividend Investor in 60s Earning $15,900 Per Month Shares Stock Portfolio: Top 10 Stocks You Should Not Miss (Benzinga)
09:00AM	SandP Global Schedules Fourth Quarter and Full-Year 2024 Earnings Announcement and Conference Call for Tuesday, February 11, 2025 (PR Newswire)
09:00AM	S&P Global Schedules Fourth Quarter and Full-Year 2024 Earnings Announcement and Conference Call for Tuesday, February 11, 2025 (PR Newswire)
Jan-09-25 10:08PM	Will L.A. Wildfires Worsen California's Property Insurance Crisis? (Investopedia)
08:30AM	Host Hotels and Resorts Named a Global Sustainability Leader on Dow Jones Sustainability World Index for the Sixth Consecutive Year (GlobeNewswire)
08:30AM	Host Hotels & Resorts Named a Global Sustainability Leader on Dow Jones Sustainability World Index for the Sixth Consecutive Year (GlobeNewswire)
Jan-08-25 09:00AM	S&P Dow Jones Indices Reports U.S. Common Indicated Dividend Payments Increase of $11.7 Billion in Q4 2024 As Dividend Growth Slows (PR Newswire)
07:00AM	All But 1 "Magnificent Seven" Stock Beat the S&P 500 in 2024. Here's Why It Could Be a Big Winner in 2025 and Beyond. (Motley Fool)
Jan-07-25 06:19PM	Maplebear Set to Join SandP MidCap 400; Enovis to Join SandP SmallCap 600 (PR Newswire)
06:19PM	Maplebear Set to Join S&P MidCap 400; Enovis to Join S&P SmallCap 600 (PR Newswire)
09:00AM	SandP Global Market Intelligence Expands Fixed Income Coverage with the addition of 4.6 Million Municipal Securities on SandP Capital IQ Pro (PR Newswire)
09:00AM	S&P Global Market Intelligence Expands Fixed Income Coverage with the addition of 4.6 Million Municipal Securities on S&P Capital IQ Pro (PR Newswire)
Jan-06-25 02:33PM	Comstock Welcomes CARFAX to Reston Station (Business Wire)
09:33AM	Canada's services PMI shows activity shrinking at year-end (Reuters)
07:55AM	SandP Global Acquires ProntoNLP, Expanding its Generative AI-Powered Product Portfolio (PR Newswire)
07:55AM	S&P Global Acquires ProntoNLP, Expanding its Generative AI-Powered Product Portfolio (PR Newswire)
07:00AM	Crypto Daybook Americas: The Overture to 2025 Strikes a Familiar Chord (CoinDesk)

S&P Global, Inc. engages in the provision of transparent and independent ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide. It operates through the following segments: Market Intelligence, Ratings, Commodity Insights, Mobility, Indices, and Engineering Solutions. The Market Intelligence segment provides multi-asset-class data and analytics integrated with purpose-built workflow solutions. The Ratings segment is involved in credit ratings, research, and analytics, offering investors and other market participants information, ratings, and benchmarks. The Commodity Insights segment focuses on information and benchmark prices for the commodity and energy markets. The Mobility segment offers solutions serving the full automotive value chain including vehicle manufacturers, automotive suppliers, mobility service providers, retailers, consumers, and finance and insurance companies. The Engineering Solutions segment engages in advanced knowledge discovery technologies, research tools, and software-based engineering decision engines to advance innovation, maximize productivity, improve quality, and reduce risk. The company was founded by James H. McGraw and John A. Hill in 1917 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Peterson Douglas L.	Director	Feb 14 '25	Sale	543.39	5,521	3,000,032	152,142	Feb 19 04:03 PM
Peterson Douglas L.	Officer	Feb 14 '25	Proposed Sale	531.51	5,521	2,934,467		Feb 14 05:43 PM
Craig Christopher	Controller & Interim CFO	Feb 12 '25	Option Exercise	531.51	768	408,200	8,570	Feb 14 04:03 PM
Tavernier Edouard	President, S&P Global Mobility	Feb 01 '25	Option Exercise	521.41	592	308,675	14,538	Feb 04 08:22 PM
Eramo Mark	Co-Pres., Commodity Insights	Feb 01 '25	Option Exercise	521.41	254	132,438	648	Feb 04 08:13 PM
Twomey Christina	Chief Communications Officer	Dec 31 '24	Option Exercise	498.03	114	56,775	657	Jan 03 04:40 PM
Tavernier Edouard	President, S&P Global Mobility	Dec 31 '24	Option Exercise	498.03	1,376	685,289	14,176	Jan 03 04:38 PM
Saha Saugata	President, Market Intelligence	Dec 31 '24	Option Exercise	498.03	1,766	879,521	2,773	Jan 03 04:35 PM
Craig Christopher	Controller & Interim CFO	Dec 31 '24	Option Exercise	498.03	991	493,548	7,948	Jan 03 04:33 PM
Draper Daniel E	CEO, S&P Dow Jones Indices	Dec 31 '24	Option Exercise	498.03	628	312,763	4,807	Jan 03 04:30 PM
Eramo Mark	Co-Pres., Commodity Insights	Dec 31 '24	Option Exercise	498.03	216	107,574	413	Jan 03 04:28 PM
Ernsberger David P	Co-Pres., Commodity Insights	Dec 31 '24	Option Exercise	498.03	289	143,931	3,904	Jan 03 04:27 PM
Ganesan Girish	EVP, Chief People Officer	Dec 31 '24	Option Exercise	498.03	255	126,998	1,170	Jan 03 04:25 PM
Kemps Steven J	EVP, Chief Legal Officer	Dec 31 '24	Option Exercise	498.03	1,697	845,157	2,863	Jan 03 04:23 PM
Le Pallec Yann	President, S&P Global Ratings	Dec 31 '24	Option Exercise	498.03	344	171,322	1,545	Jan 03 04:21 PM
Moore Sally	EVP, Chief Client Officer	Dec 31 '24	Option Exercise	498.03	900	448,227	3,379	Jan 03 04:18 PM
Peterson Douglas L.	Director	Dec 31 '24	Option Exercise	498.03	11,519	5,736,808	159,713	Jan 03 04:13 PM
Eramo Mark	Co-Pres., Commodity Insights	Dec 15 '24	Option Exercise	505.75	322	162,852	322	Dec 17 04:02 PM
Manis Dimitra	Officer	Dec 12 '24	Proposed Sale	517.40	1,293	668,996		Dec 12 05:01 PM
Saha Saugata	President, Market Intelligence	Nov 27 '24	Sale	523.00	500	261,500	1,427	Nov 27 04:03 PM
Saha Saugata	President, Market Intelligence	Nov 20 '24	Sale	503.60	500	251,800	1,927	Nov 20 04:42 PM
Saha Saugata	President, Market Intelligence	Nov 13 '24	Sale	503.85	500	251,925	2,427	Nov 15 04:05 PM
Saha Saugata	President, Market Intelligence	Nov 06 '24	Sale	499.32	500	249,660	2,927	Nov 07 04:03 PM
SAUGATA SAHA	Officer	Nov 06 '24	Proposed Sale	489.71	2,000	979,420		Nov 06 05:00 PM
Twomey Christina	Chief Communications Officer	Nov 01 '24	Option Exercise	483.31	187	90,379	639	Nov 05 04:15 PM
Ganesan Girish	EVP, Chief People Officer	Nov 01 '24	Option Exercise	483.31	432	208,790	1,174	Nov 05 04:13 PM
KELLY ROBERT P	Director	Aug 07 '24	Sale	481.28	7,662	3,687,567	15,830	Aug 09 04:13 PM
CHEUNG MARTINA	President, S&P Global Ratings	Aug 07 '24	Sale	484.70	6,796	3,294,037	6,529	Aug 09 04:06 PM
CHEUNG MARTINA	Officer	Aug 07 '24	Proposed Sale	484.70	6,796	3,294,050		Aug 07 04:31 PM
Peterson Douglas L.	CEO & President	Aug 02 '24	Sale	483.60	7,000	3,385,210	154,912	Aug 06 05:10 PM
Kansler Adam Jason	President, Market Intelligence	Aug 01 '24	Sale	488.39	17,000	8,302,648	26,736	Aug 05 04:24 PM
Kocherlakota Sitarama Swamy	Chief Information Officer	Aug 01 '24	Sale	488.81	9,600	4,692,581	4,462	Aug 05 04:23 PM
Manis Dimitra	EVP, Chief Purpose Officer	Aug 01 '24	Sale	490.00	2,151	1,053,990	1,693	Aug 05 04:22 PM
Peterson Douglas L.	Officer	Aug 02 '24	Proposed Sale	480.00	7,000	3,360,000		Aug 02 05:09 PM
Moore Sally	EVP, Global Head of Strategy	Jul 31 '24	Sale	485.74	3,843	1,866,716	2,741	Aug 01 06:04 PM
Kocherlakota Sitarama Swamy	Officer	Aug 01 '24	Proposed Sale	488.81	9,600	4,692,596		Aug 01 05:14 PM
Kansler Adam Jason	Officer	Aug 01 '24	Proposed Sale	490.17	6,400	3,137,067		Aug 01 04:54 PM
Tavernier Edouard	President, S&P Global Mobility	Jul 31 '24	Sale	491.55	500	245,775	13,217	Aug 01 04:24 PM
Saha Saugata	President, Commodity Insights	Jul 31 '24	Sale	491.55	1,500	737,325	3,427	Aug 01 04:16 PM
ADAM KANSLER	affiliate	Aug 01 '24	Proposed Sale	484.73	10,600	5,138,138		Aug 01 04:04 PM
Kemps Steven J	EVP, Chief Legal Officer	Jul 31 '24	Sale	491.55	2,700	1,327,185	1,455	Aug 01 04:04 PM
Moore Sally	Officer	Jul 31 '24	Proposed Sale	485.74	3,843	1,866,708		Jul 31 06:19 PM
Kemps Steven J	Officer	Jul 31 '24	Proposed Sale	491.55	2,700	1,327,185		Jul 31 06:17 PM
Manis Dimitra	Officer	Jul 31 '24	Proposed Sale	495.00	2,151	1,064,745		Jul 31 06:15 PM
Tavernier Edouard	Officer	Jul 31 '24	Proposed Sale	491.55	500	245,775		Jul 31 06:14 PM
Saha Saugata	Officer	Jul 31 '24	Proposed Sale	491.55	1,500	737,325		Jul 31 06:12 PM
Peterson Douglas L.	CEO & President	May 15 '24	Sale	432.20	6,000	2,593,203	107,813	May 17 04:01 PM
Craig Christopher	Controller & Interim CFO	Apr 01 '24	Option Exercise	427.09	1,435	612,874	7,922	Apr 03 04:04 PM

Open in Screener

EFX

Equifax, Inc

Feb 21 • 04:00PM ET

238.03

Dollar change -3.19
Percentage change -1.32	%

Industrials • Consulting Services • USA • NYSE

Peers: TRU FICO MOOD SPGI VRSK DNB MSCI INFO

| Held by: VTI VOO VO VUG SPY IVV VOT MOAT XLI RSP

Index	S&P 500	P/E	49.25	EPS (ttm)	4.83	Insider Own	0.61%	Shs Outstand	124.00M	Perf Week	-5.12%
Market Cap	29.52B	Forward P/E	25.21	EPS next Y	9.44	Insider Trans	-13.62%	Shs Float	123.20M	Perf Month	-12.45%
Income	604.10M	PEG	2.58	EPS next Q	1.40	Inst Own	96.10%	Short Float	1.75%	Perf Quarter	-2.96%
Sales	5.68B	P/S	5.20	EPS this Y	4.77%	Inst Trans	0.76%	Short Ratio	2.15	Perf Half Y	-19.74%
Book/sh	38.68	P/B	6.15	EPS next Y	23.61%	ROA	5.03%	Short Interest	2.16M	Perf Year	-7.69%
Cash/sh	1.37	P/C	173.76	EPS next 5Y	19.11%	ROE	12.95%	52W Range	213.02 - 309.63	Perf YTD	-6.60%
Dividend Est.	1.67 (0.70%)	P/FCF	36.31	EPS past 5Y	-	ROI	6.62%	52W High	-23.12%	Beta	1.63
Dividend TTM	1.95 (0.82%)	Quick Ratio	0.88	Sales past 5Y	10.34%	Gross Margin	43.87%	52W Low	11.74%	ATR (14)	6.89
Dividend Ex-Date	Feb 21, 2025	Current Ratio	0.75	EPS Y/Y TTM	10.00%	Oper. Margin	19.08%	RSI (14)	31.92	Volatility	2.11% 2.56%
Employees	14900	Debt/Eq	1.04	Sales Y/Y TTM	7.90%	Profit Margin	10.63%	Recom	1.64	Target Price	290.72
Option/Short	Yes / Yes	LT Debt/Eq	0.90	EPS Q/Q	30.60%	Payout	32.23%	Rel Volume	0.85	Prev Close	241.22
Sales Surprise	-1.43%	EPS Surprise	1.09%	Sales Q/Q	7.00%	Earnings	Feb 06 BMO	Avg Volume	1.00M	Price	238.03
SMA20	-7.95%	SMA50	-8.07%	SMA200	-10.28%	Trades		Volume	849,888	Change	-1.32%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-11-25	Downgrade	Argus	Buy → Hold
Dec-16-24	Upgrade	Exane BNP Paribas	Neutral → Outperform	$305
Dec-12-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$275 → $320
Dec-12-24	Downgrade	Wolfe Research	Outperform → Peer Perform
Oct-01-24	Initiated	UBS	Buy	$360
Sep-19-24	Upgrade	Exane BNP Paribas	Underperform → Neutral	$310
Aug-13-24	Initiated	Wells Fargo	Overweight	$340
Jul-09-24	Initiated	Wolfe Research	Outperform	$275
Feb-13-24	Upgrade	Evercore ISI	In-line → Outperform	$210 → $310
Jan-11-24	Downgrade	Redburn Atlantic	Buy → Neutral	$272
Jan-08-24	Upgrade	BofA Securities	Underperform → Buy	$164 → $300
Jan-04-24	Reiterated	Needham	Buy	$230 → $305
Dec-19-23	Initiated	Oppenheimer	Outperform	$273
Dec-18-23	Upgrade	Jefferies	Hold → Buy	$200 → $315
Dec-15-23	Upgrade	Wells Fargo	Equal Weight → Overweight	$200 → $290
Dec-08-23	Upgrade	Deutsche Bank	Hold → Buy
Nov-20-23	Initiated	Citigroup	Buy	$243
Jul-24-23	Downgrade	BofA Securities	Neutral → Underperform	$255 → $195
Jan-06-23	Initiated	Exane BNP Paribas	Underperform	$150
Nov-15-22	Upgrade	Atlantic Equities	Neutral → Overweight	$230

Show Previous Ratings

Feb-15-25 09:00PM	Landlords Have a New Hardball Tactic: Tanking Your Credit Score (The Wall Street Journal)
Feb-14-25 09:00AM	A Consumer Financial Watchdogs Fate Is Unclear. Heres Whats at Stake. (The Wall Street Journal)
Feb-11-25 09:15AM	International Markets and Equifax (EFX): A Deep Dive for Investors (Zacks)
Feb-07-25 02:10AM	Equifax Inc (EFX) Q4 2024 Earnings Call Highlights: Strong Revenue Growth Amid Market Challenges (GuruFocus.com)
Feb-06-25 07:41PM	Analyst Report: Equifax Inc. (Morningstar Research) -8.42%
11:18AM	Loading…
11:18AM	Equifax reports Q4 revenue below estimates on slower hiring, shares fall (Reuters)
09:30AM	Equifax (EFX) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
07:40AM	Equifax (EFX) Surpasses Q4 Earnings Estimates (Zacks)
06:45AM	Equifax: Q4 Earnings Snapshot (Associated Press Finance)
06:30AM	Equifax Delivers Fourth Quarter 2024 Revenue Growth of 7% Despite Weak U.S. Hiring and Mortgage Markets (PR Newswire)
Feb-05-25 12:45PM	Equifax Board of Directors Declares Quarterly Dividend (PR Newswire)
Feb-04-25 08:00AM	Dealertrack Canada Announces New Partnership with Equifax Canada and Interac Corp. for Cutting-Edge Identity Verification Solution (PR Newswire)
Feb-03-25 09:16AM	Ahead of Equifax (EFX) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
Jan-30-25 10:01AM	Equifax (EFX) Earnings Expected to Grow: Should You Buy? (Zacks)
Jan-22-25 04:20PM	Equifax Announces Earnings Release Date and Conference Call for Fourth Quarter 2024 Results (PR Newswire)
07:06PM	Loading…
Jan-21-25 07:06PM	Analyst Report: Equifax Inc. (Morningstar Research)
Jan-17-25 09:50AM	US consumer bureau fines Equifax $15 million over handling of consumer disputes (Reuters)
Jan-15-25 08:22AM	Will Equifax (EFX) be Able to Increase Earnings from Mortgage Demand Recovery? (Insider Monkey)
Jan-07-25 07:03PM	Analyst Report: Equifax Inc. (Morningstar Research)
Jan-04-25 09:00PM	One Mans Attempt to Get a Perfect 850 Credit Score (The Wall Street Journal)
Dec-17-24 06:00AM	Equifax Canada Demonstrates Innovation and Growth with Industry-Leading Cloud Transformation (GlobeNewswire)
Dec-15-24 07:00AM	Are You Ultrarich, Rich or Merely Affluent? It Makes a Big Difference for Your Bank (The Wall Street Journal)
Dec-13-24 08:30PM	KBW Announces Index Rebalancing for Fourth-Quarter 2024 (GlobeNewswire)
01:33PM	Why Equifax Inc. (EFX) Is Among the Best Consulting Stocks to Buy Right Now? (Insider Monkey)
Dec-06-24 07:06PM	Analyst Report: Equifax Inc. (Morningstar Research)
Dec-05-24 04:20PM	Equifax and Mastercard Join Forces to Combat Payment Fraud in Latin America (PR Newswire)
Dec-03-24 08:39AM	CFPB Proposes Rule to Crack Down on Data Brokerage (Investopedia)
07:30AM	Canadian Businesses Face Contrasting Fortunes as Holidays Approach (GlobeNewswire)
Nov-29-24 09:00PM	Invest in Banking Like Warren Buffett: Own a Castle (The Wall Street Journal)
Nov-26-24 05:00AM	Interest Rate Cuts Begin to Ease Consumer Credit Burden - But Not for Everyone (GlobeNewswire)
08:46AM	Loading…
Nov-22-24 08:46AM	Is the Options Market Predicting a Spike in Equifax (EFX) Stock? (Zacks)
Nov-19-24 09:36AM	Equifax (EFX) Rose on Investors Optimism (Insider Monkey)
Nov-18-24 07:16PM	Analyst Report: Equifax Inc. (Morningstar Research)
Nov-15-24 11:30AM	Equifax (EFX) Down 6.5% Since Last Earnings Report: Can It Rebound? (Zacks) -5.32%
Nov-11-24 04:20PM	Equifax Announces Participation in November Investor Conferences (PR Newswire)
Nov-07-24 04:20PM	Equifax CEO Mark W. Begor to Continue Company Leadership Beyond 2025 (PR Newswire)
02:43PM	Analyst Report: Equifax Inc. (Morningstar Research)
12:20PM	Equifax Board of Directors Declares Quarterly Dividend (PR Newswire)
Oct-24-24 05:50AM	Equifax Canada Champions Financial Inclusion for Newcomers to Canada with the Launch of Global Consumer Credit File (GlobeNewswire)
Oct-22-24 01:01AM	Decoding Equifax Inc (EFX): A Strategic SWOT Insight (GuruFocus.com)
Oct-21-24 09:15AM	Equifax (EFX) Reliance on International Sales: What Investors Need to Know (Zacks)
Oct-18-24 03:02AM	Equifax Inc (EFX) Q3 2024 Earnings Call Highlights: Strong Revenue Growth and Cloud ... (GuruFocus.com)
02:05AM	Q3 2024 Equifax Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-16-24 06:00PM	Equifax (EFX) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:52PM	Equifax sees 2024 revenue below estimates amid mortgage market slump (Reuters)
05:36PM	Analyst Report: Equifax Inc. (Morningstar Research)
05:20PM	Equifax (EFX) Beats Q3 Earnings Estimates (Zacks)
04:19PM	Equifax: Q3 Earnings Snapshot (Associated Press Finance)
04:10PM	Equifax Delivers Strong Third Quarter 2024 Revenue Growth of 9%, Led by 19% Workforce Solutions Non-Mortgage Verification Services (PR Newswire)
Oct-11-24 11:30AM	Floify now competes directly with Equifaxs The Work Number (HousingWire)
09:15AM	Ahead of Equifax (EFX) Q3 Earnings: Get Ready With Wall Street Estimates for Key Metrics (Zacks)
06:28AM	Equifax Canada Appoints Ramon Yarde as Chief Data Officer (GlobeNewswire)
Oct-09-24 10:00AM	Equifax (EFX) Earnings Expected to Grow: Should You Buy? (Zacks)
07:30AM	Equifax Makes Differentiated Data Products Available on Google Cloud Analytics Hub and Marketplace (PR Newswire)
Oct-04-24 05:21PM	S&P 500 Gains and Losses Today: Uncertain Mortgage Outlook Pressures Homebuilders (Investopedia)
Oct-02-24 04:20PM	Equifax Announces Earnings Release Date and Conference Call for Third Quarter 2024 Results (PR Newswire)
Sep-24-24 05:30AM	Equifax Canada Reports Rise in Automotive Fraud (GlobeNewswire)
Sep-18-24 07:30AM	Equifax Introduces Cloud-Based Merchant Data Network to Support U.S. Small Business Lending (PR Newswire)
Sep-17-24 06:00AM	Financial Stress Continues to Rise for Businesses Across Key Industries (GlobeNewswire)
Sep-07-24 02:55PM	Equifax (NYSE: EFX): A Bull Case Theory (Insider Monkey)
Aug-29-24 04:20PM	Equifax Announces Participation in September Investor Conferences (PR Newswire)
Aug-28-24 09:34AM	Illumina upgraded, Fiserv initiated: Wall Street's top analyst calls (The Fly)
05:30AM	Credit Scores Without Debt? Fintech Cards Baffle Credit Industry (The Wall Street Journal)
Aug-27-24 04:44PM	20 Most Business Friendly States in the US (Insider Monkey)
04:34PM	Canada Credit Card Balances Highest on Record, Equifax Says (Bloomberg)
08:14AM	Economic Pressures Could Impact Credit Performance of Consumers, Especially Young Adults (GlobeNewswire)
Aug-22-24 04:00PM	Workday and Equifax Announce Strategic Partnership to Modernize Employment and Income Verification Process (PR Newswire)
11:15AM	Equifax Board of Directors Declares Quarterly Dividend (PR Newswire)
Aug-20-24 10:04AM	Equifax (EFX) Stock Gains 54% in a Year: What Should You Know? (Zacks)
Aug-19-24 05:59PM	Analyst Report: Equifax Inc. (Morningstar Research)
Aug-16-24 11:30AM	Why Is Equifax (EFX) Up 11.1% Since Last Earnings Report? (Zacks)
Aug-05-24 10:20AM	After Cratering 44%, Where Will CrowdStrike Stock Be in 1 Year? (Motley Fool)
Aug-02-24 06:15AM	Kompliant partners with Equifax to deliver fraud prevention and risk management solutions (Electronic Payments)
Jul-31-24 04:20PM	Equifax Announces Participation in August Investor Conferences (PR Newswire)
Jul-25-24 07:45AM	Equifax Introduces New Mortgage Verification Solution (PR Newswire)
Jul-23-24 01:02AM	Decoding Equifax Inc (EFX): A Strategic SWOT Insight (GuruFocus.com)
Jul-22-24 09:15AM	Investing in Equifax (EFX)? Don't Miss Assessing Its International Revenue Trends (Zacks)
Jul-18-24 01:01PM	Analyst Report: Equifax Inc. (Morningstar Research)
10:11AM	Equifax (EFX) Q2 Earnings and Revenues Surpass Estimates (Zacks)
Jul-17-24 06:00PM	Equifax (EFX) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:37PM	Equifax sees Q3 revenue below estimates amid mortgage market slowdown (Reuters)
05:25PM	Equifax (EFX) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
04:23PM	Equifax: Q2 Earnings Snapshot (Associated Press Finance)
04:09PM	Equifax Delivers Strong Second Quarter 2024 Revenue Growth of 9% Led by Workforce Solutions Non-Mortgage Verification Services (PR Newswire)
Jul-12-24 09:54AM	Equifax (EFX) to Report Q2 Earnings: What's in the Offing? (Zacks)
09:15AM	Unveiling Equifax (EFX) Q2 Outlook: Wall Street Estimates for Key Metrics (Zacks)
Jul-11-24 12:10PM	Will Equifax (EFX) Beat Estimates Again in Its Next Earnings Report? (Zacks) +5.43%
Jul-10-24 10:00AM	Equifax (EFX) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jul-03-24 01:20PM	Equifax Announces Earnings Release Date and Conference Call for Second Quarter 2024 Results (PR Newswire)
Jun-20-24 07:45AM	Equifax Introduces Secondary Education Diploma Verification Solution for Employers (PR Newswire)
Jun-18-24 04:49AM	Canadian Businesses Lean on New Installment Loans For Debt Repayment as Delinquencies Rise (GlobeNewswire)
Jun-17-24 01:40PM	Weitz Analyst Corner: An Introduction to Equifax (GuruFocus.com)
08:23AM	What Makes Equifax (EFX) a Prospective Investment Bet? (Insider Monkey)
Jun-11-24 05:00AM	Keeping up with the Economy: Canadians Continue to Adapt their Credit and Financial Decisions (GlobeNewswire)
Jun-07-24 11:11AM	Reasons to Retain Equifax (EFX) Stock in Your Portfolio Now (Zacks)
May-31-24 07:01PM	Insider Sale: EVP, CFO & COO John W. Gamble Jr. Sells Shares of Equifax Inc (EFX) (GuruFocus.com)
07:30AM	Equifax Announces Participation in June Investor Conferences (PR Newswire)
May-17-24 03:02PM	Equifax Canada Exploring How Payday Loan Data Could Help Drive Financial Inclusion (GlobeNewswire)
12:46PM	Equifax (EFX) Gains From Diversification Amid Low Liquidity (Zacks)
11:30AM	Why Is Equifax (EFX) Up 14.9% Since Last Earnings Report? (Zacks)

Equifax, Inc. engages in the provision of information solutions and human resources business process outsourcing services. It operates through the following business segments: U.S. Information Solutions, Workforce Solutions and International. The U.S. Information Solutions segment includes consumer and commercial information services, mortgage loan origination information, financial marketing services, and identity management. The Workforce Solutions segment covers employment, income, and social security number verification services as well as complementary payroll-based transaction and employment tax management services. The International segment offers information, technology, and services to support debt collections and recovery management in Canada, Europe, Latin America and Asia Pacific. The company was founded by Cator Woolford and Guy Woolford in 1899 and is headquartered in Atlanta, GA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Begor Mark W	CEO	Feb 13 '25	Option Exercise	175.48	22,161	3,888,812	164,404	Feb 18 04:14 PM
Begor Mark W	CEO	Feb 13 '25	Sale	252.63	22,161	5,598,504	142,243	Feb 18 04:14 PM
Begor Mark W	Officer	Feb 13 '25	Proposed Sale	252.63	22,161	5,598,504		Feb 13 04:17 PM
Nelson Lisa M	EVP, President International	Feb 12 '25	Sale	248.18	552	136,995	13,653	Feb 13 04:13 PM
Farshchi Jamil	EVP, CISO & CTO	Feb 12 '25	Option Exercise	146.28	18,911	2,766,334	58,163	Feb 13 04:13 PM
Farshchi Jamil	EVP, CISO & CTO	Feb 12 '25	Sale	248.18	18,911	4,693,332	39,252	Feb 13 04:13 PM
Nelson Lisa M	Officer	Feb 12 '25	Proposed Sale	248.18	552	136,995		Feb 12 10:27 AM
Farshchi Jamil	Officer	Feb 12 '25	Proposed Sale	248.18	18,911	4,693,332		Feb 12 09:51 AM
Nelson Lisa M	EVP, President International	Nov 26 '24	Sale	260.39	551	143,475	11,697	Nov 27 04:14 PM
Farshchi Jamil	EVP, CISO & Acting CTO	Nov 26 '24	Option Exercise	131.54	14,716	1,935,816	49,348	Nov 27 04:14 PM
Farshchi Jamil	EVP, CISO & Acting CTO	Nov 26 '24	Sale	260.39	14,716	3,831,899	34,632	Nov 27 04:14 PM
Nelson Lisa M	Officer	Nov 26 '24	Proposed Sale	260.39	551	143,475		Nov 26 09:55 AM
Farshchi Jamil	Officer	Nov 26 '24	Proposed Sale	260.39	14,716	3,831,899		Nov 26 09:38 AM
Begor Mark W	CEO	Oct 25 '24	Option Exercise	149.53	58,304	8,718,197	167,487	Oct 29 04:09 PM
Begor Mark W	CEO	Oct 25 '24	Sale	270.49	58,304	15,770,580	109,183	Oct 29 04:09 PM
KELLEY JOHN J III	EVP, Chief Legal Officer	Oct 25 '24	Sale	272.92	1,000	272,920	11,269	Oct 29 04:09 PM
Begor Mark W	Officer	Oct 25 '24	Proposed Sale	270.49	58,304	15,770,580		Oct 25 04:26 PM
KELLEY JOHN J III	Officer	Oct 25 '24	Proposed Sale	272.92	1,000	272,920		Oct 25 12:25 PM
KELLEY JOHN J III	EVP, Chief Legal Officer	Aug 28 '24	Sale	304.99	3,000	914,977	12,259	Aug 29 04:08 PM
KELLEY JOHN J III	Officer	Aug 28 '24	Proposed Sale	303.00	3,000	909,000		Aug 28 04:03 PM
Chaney Carla	EVP, Chief HR Officer	Aug 07 '24	Sale	281.85	3,000	845,544	10,875	Aug 09 04:13 PM
Chaney Carla	Officer	Aug 07 '24	Proposed Sale	283.13	3,000	849,390		Aug 07 04:02 PM
Chaney Carla	EVP, Chief HR Officer	Aug 01 '24	Sale	279.48	3,000	838,440	13,875	Aug 05 04:14 PM
GAMBLE JOHN W JR	EVP, CFO & COO	Jul 31 '24	Option Exercise	184.38	18,563	3,422,701	79,412	Aug 01 04:08 PM
GAMBLE JOHN W JR	EVP, CFO & COO	Jul 30 '24	Sale	276.49	1,350	373,260	60,849	Aug 01 04:08 PM
Chaney Carla	Officer	Aug 01 '24	Proposed Sale	279.37	3,000	838,110		Aug 01 04:02 PM
Begor Mark W	CEO	Jul 26 '24	Option Exercise	144.99	58,300	8,452,876	167,418	Jul 30 04:11 PM
Begor Mark W	CEO	Jul 26 '24	Sale	269.47	58,300	15,710,380	109,118	Jul 30 04:11 PM
Houston Julia A	EVP, Strategy & Mktg Officer	Jul 29 '24	Option Exercise	184.38	8,662	1,597,126	19,986	Jul 30 04:11 PM
GAMBLE JOHN W JR	Officer	Jul 30 '24	Proposed Sale	276.99	1,350	373,936		Jul 30 04:07 PM
KELLEY JOHN J III	EVP, Chief Legal Officer	Jul 25 '24	Option Exercise	184.38	9,901	1,825,575	23,469	Jul 29 08:32 PM
Begor Mark W	Officer	Jul 26 '24	Proposed Sale	270.73	58,300	15,783,559		Jul 26 04:04 PM
Ploder Rodolfo O	Officer	Jul 26 '24	Proposed Sale	270.73	10,534	2,851,869		Jul 26 04:02 PM
Chaney Carla	EVP, Chief HR Officer	May 31 '24	Option Exercise	175.48	4,104	720,170	20,988	Jun 04 04:13 PM
Chaney Carla	EVP, Chief HR Officer	May 31 '24	Sale	228.53	4,104	937,874	16,884	Jun 04 04:13 PM
Griggs James M	SVP & Corp Controller	May 31 '24	Sale	228.71	400	91,483	4,601	Jun 04 04:13 PM
Houston Julia A	EVP, Strategy & Mktg Officer	May 31 '24	Option Exercise	149.53	4,815	719,987	16,148	Jun 04 04:13 PM
Houston Julia A	EVP, Strategy & Mktg Officer	May 31 '24	Sale	228.63	4,815	1,100,835	11,333	Jun 04 04:13 PM
GAMBLE JOHN W JR	EVP, CFO & COO	May 30 '24	Sale	229.24	3,650	836,732	62,219	May 31 04:09 PM
Chaney Carla	EVP, Chief HR Officer	May 24 '24	Option Exercise	191.44	5,178	991,276	22,062	May 29 04:39 PM
Chaney Carla	EVP, Chief HR Officer	May 24 '24	Sale	238.63	5,178	1,235,637	16,884	May 29 04:39 PM
Houston Julia A	EVP, Strategy & Mktg Officer	May 24 '24	Option Exercise	149.53	4,280	639,988	15,613	May 29 04:39 PM
Houston Julia A	EVP, Strategy & Mktg Officer	May 24 '24	Sale	238.63	4,280	1,021,333	11,333	May 29 04:39 PM
Griggs James M	SVP & Corp Controller	May 24 '24	Option Exercise	97.23	2,410	234,316	7,411	May 29 04:39 PM
Griggs James M	SVP & Corp Controller	May 24 '24	Sale	238.60	2,410	575,015	5,001	May 29 04:39 PM
Fichuk Karen L	Director	May 09 '24	Buy	238.77	415	99,090	3,305	May 10 04:24 PM
Begor Mark W	CEO	Apr 26 '24	Option Exercise	137.44	58,300	8,012,944	167,520	Apr 30 04:16 PM
Begor Mark W	CEO	Apr 26 '24	Sale	225.45	58,300	13,143,490	109,220	Apr 30 04:16 PM
Ploder Rodolfo O	EVP, Pres Workforce Solutions	Apr 26 '24	Option Exercise	149.53	10,697	1,599,522	90,061	Apr 30 04:16 PM
Ploder Rodolfo O	EVP, Pres Workforce Solutions	Apr 26 '24	Sale	225.45	14,097	3,178,115	75,964	Apr 30 04:16 PM
Begor Mark W	CEO	Feb 28 '24	Option Exercise	127.37	58,300	7,425,671	167,212	Feb 29 04:12 PM
Begor Mark W	CEO	Feb 28 '24	Sale	267.52	58,300	15,596,195	108,912	Feb 29 04:12 PM
GAMBLE JOHN W JR	EVP, CFO & COO	Feb 23 '24	Option Exercise	139.83	60,546	8,466,325	110,644	Feb 26 04:11 PM

Dollar change -2.77
Percentage change -2.93	%

Peers: EFX FICO SPGI MSCI PYPL ADBE INTU VRSK MC MORN

| Held by: VTI VO MOAT VXF VTV VOT VOE IWR IWD MTUM

Index	-	P/E	63.26	EPS (ttm)	1.45	Insider Own	0.62%	Shs Outstand	194.90M	Perf Week	-8.54%
Market Cap	17.89B	Forward P/E	18.76	EPS next Y	4.89	Insider Trans	-4.99%	Shs Float	193.89M	Perf Month	-4.52%
Income	284.30M	PEG	4.28	EPS next Q	0.98	Inst Own	98.43%	Short Float	1.84%	Perf Quarter	-5.41%
Sales	4.18B	P/S	4.28	EPS this Y	5.25%	Inst Trans	-2.09%	Short Ratio	2.47	Perf Half Y	-1.73%
Book/sh	21.64	P/B	4.24	EPS next Y	18.79%	ROA	2.57%	Short Interest	3.57M	Perf Year	22.91%
Cash/sh	3.50	P/C	26.23	EPS next 5Y	14.77%	ROE	6.91%	52W Range	66.07 - 113.17	Perf YTD	-1.10%
Dividend Est.	0.47 (0.51%)	P/FCF	34.62	EPS past 5Y	-4.38%	ROI	3.05%	52W High	-18.98%	Beta	1.70
Dividend TTM	0.42 (0.46%)	Quick Ratio	1.70	Sales past 5Y	10.01%	Gross Margin	47.15%	52W Low	38.78%	ATR (14)	2.90
Dividend Ex-Date	Feb 27, 2025	Current Ratio	1.70	EPS Y/Y TTM	237.18%	Oper. Margin	18.95%	RSI (14)	40.33	Volatility	2.79% 2.91%
Employees	13400	Debt/Eq	1.24	Sales Y/Y TTM	9.20%	Profit Margin	6.80%	Recom	1.65	Target Price	116.71
Option/Short	Yes / Yes	LT Debt/Eq	1.21	EPS Q/Q	985.76%	Payout	29.05%	Rel Volume	0.80	Prev Close	94.46
Sales Surprise	1.03%	EPS Surprise	1.08%	Sales Q/Q	8.65%	Earnings	Feb 13 BMO	Avg Volume	1.45M	Price	91.69
SMA20	-4.99%	SMA50	-3.74%	SMA200	0.05%	Trades		Volume	1,152,194	Change	-2.93%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-10-24	Upgrade	Wolfe Research	Peer Perform → Outperform	$130
Oct-01-24	Initiated	UBS	Neutral	$110
Aug-28-24	Downgrade	Needham	Buy → Hold
Aug-13-24	Initiated	Wells Fargo	Overweight	$100
Jul-09-24	Initiated	Wolfe Research	Peer Perform
Jun-20-24	Upgrade	BofA Securities	Neutral → Buy	$92
Apr-01-24	Upgrade	BofA Securities	Underperform → Neutral	$65 → $90
Dec-19-23	Initiated	Oppenheimer	Outperform	$81
Oct-25-23	Downgrade	Evercore ISI	Outperform → In-line
Oct-25-23	Downgrade	BofA Securities	Buy → Underperform	$95 → $44
Apr-26-23	Upgrade	Needham	Hold → Buy	$84
Mar-01-23	Upgrade	Exane BNP Paribas	Neutral → Outperform	$80
Feb-01-23	Upgrade	BofA Securities	Neutral → Buy	$72 → $91
Jan-13-23	Upgrade	Wells Fargo	Equal Weight → Overweight	$70 → $88
Jan-06-23	Initiated	Exane BNP Paribas	Neutral	$64.50
Jan-04-23	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$80 → $78
Dec-02-22	Downgrade	Barclays	Overweight → Equal Weight
Oct-19-22	Resumed	Jefferies	Buy	$109 → $70
Jul-27-22	Downgrade	BofA Securities	Buy → Neutral	$119 → $86
Jul-13-22	Initiated	Wells Fargo	Equal Weight	$88

Show Previous Ratings

Feb-21-25 06:38PM	Analyst Report: TransUnion (Morningstar Research)
08:42AM	Are Options Traders Betting on a Big Move in TransUnion (TRU) Stock? (Zacks)
Feb-20-25 08:00AM	Growth in Originations Expected Across Multiple Credit Products in 2025 (GlobeNewswire)
Feb-19-25 02:20PM	FICO and TransUnion collaborate to boost credit access in Kenya (Retail Banker International)
06:55AM	TransUnion Appoints Tiffani Chambers Chief Operations Officer (GlobeNewswire)
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06:00AM	Canadian Consumer Debt Continues to Grow Despite Macroeconomic Relief (GlobeNewswire)
Feb-18-25 09:26AM	Q4 2024 Auto and Property Insurance Shopping Increased 20% Compared to Q4 2023 (GlobeNewswire)
09:00AM	TransUnion and FICO Partner to Introduce Groundbreaking Risk Solutions to Kenya to Expand Credit Access (Business Wire)
Feb-15-25 09:00PM	Landlords Have a New Hardball Tactic: Tanking Your Credit Score (The Wall Street Journal)
Feb-14-25 09:00AM	A Consumer Financial Watchdogs Fate Is Unclear. Heres Whats at Stake. (The Wall Street Journal)
03:27AM	Q4 2024 TransUnion Earnings Call (Thomson Reuters StreetEvents)
02:15AM	TransUnion (TRU) Q4 2024 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
Feb-13-25 12:33PM	Analyst Report: TransUnion (Morningstar Research) +7.25%
12:27PM	TransUnion Reports Strong Q4 On Growth In US & International Markets, Announces $500 Million Buyback Plan & More (Benzinga)
09:30AM	TransUnion (TRU) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
07:25AM	Loading…
07:25AM	TransUnion (TRU) Q4 Earnings and Revenues Top Estimates (Zacks)
06:32AM	TransUnion: Q4 Earnings Snapshot (Associated Press Finance)
06:22AM	TransUnion Collaborates with Credit Sesame to Launch New Freemium Direct-to-Consumer Credit Education and Monitoring Offering (GlobeNewswire)
06:17AM	TransUnion Announces Fourth Quarter and Full-Year 2024 Results and Refreshed Capital Allocation Framework (GlobeNewswire)
Feb-12-25 07:15AM	What To Expect From TransUnion (TRU) Q4 2024 Earnings (GuruFocus.com)
Feb-11-25 08:00AM	Baby Boomers and Gen X Responsible for Increased Betting Activity in Q4 2024 (GlobeNewswire)
Feb-10-25 09:16AM	TransUnion (TRU) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates (Zacks)
Feb-06-25 10:01AM	TransUnion (TRU) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
08:21AM	TransUnion introduces TruVision Alternative Bank Risk Score (TipRanks)
08:00AM	AT&T and TransUnion Launch In-Network Branded Call Display with Reason for Call (GlobeNewswire)
03:00AM	Calling a customer? Brands can now display reason for call (CX Dive)
Feb-05-25 08:00AM	TransUnion Introduces TruVision Alternative Bank Risk Score to Help Lenders Better Assess Consumers with Limited Credit Histories (GlobeNewswire)
Feb-04-25 08:00AM	Seven in Ten Companies Plan to Increase Retail Media Budgets, But Scale and Measurement Remain Key Barriers (GlobeNewswire)
Jan-30-25 06:47PM	Analyst Report: TransUnion (Morningstar Research)
Jan-25-25 05:30AM	Americans Are Carrying Bigger Credit-Card Balances (The Wall Street Journal)
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Jan-22-25 08:00AM	As Consumers Return to the Auto Market in 2025, Lenders Face Heightened Challenges in Determining Risk (GlobeNewswire)
Jan-17-25 11:56AM	TransUnion seals deal for majority stake in Mexican consumer credit business (Retail Banker International)
Jan-16-25 04:30PM	Analyst Report: TransUnion (Morningstar Research)
12:10PM	Will TransUnion (TRU) Beat Estimates Again in Its Next Earnings Report? (Zacks)
07:56AM	TransUnion Expands In Mexico With $560 Million Acquisition, Aims To Lead In FinTech And Financial Inclusion (Benzinga)
06:18AM	TransUnion Announces Agreement to Acquire Majority Ownership of the Consumer Credit Business of Buro de Credito (GlobeNewswire)
06:18AM	TransUnion Announces Agreement to Acquire Majority Ownership of the Consumer Credit Business of Bur de Cr dito (GlobeNewswire)
Jan-15-25 08:00AM	More Than Half of Debt Collection Companies Saw Increased Volume of Accounts in Past 12 Months (GlobeNewswire) +5.81%
Jan-14-25 06:50AM	TransUnion Announces Earnings Release Date for Fourth Quarter 2024 Results (GlobeNewswire)
Jan-10-25 08:50AM	Are Options Traders Betting on a Big Move in TransUnion (TRU) Stock? (Zacks)
Jan-09-25 07:13AM	TransUnion seals deal to fully acquire UK fintech Monevo (Retail Banker International)
Jan-08-25 08:00AM	New TransUnion Research Reveals Seven in 10 Marketing Leaders Struggle to Connect with Audiences Due to Complex Network of Martech Solutions and Identity Challenges (GlobeNewswire)
06:05AM	TransUnion Announces Agreement to Acquire Financial Technology Company Monevo, a Credit Prequalification and Distribution Platform (GlobeNewswire)
Jan-07-25 08:10AM	Medical debt will soon be banned from credit reports (Quartz)
06:00AM	Despite Interest Rate Cuts, More Than 1 in 4 Canadians Expect to be Unable to Pay Bills - Yet More Than 1 in 5 Plan to Take on More Debt (GlobeNewswire)
05:35AM	Albertsons, DoorDash boost advertiser offerings around data, measurement (Marketing Dive)
Jan-04-25 09:00PM	One Mans Attempt to Get a Perfect 850 Credit Score (The Wall Street Journal)
Jan-03-25 09:45AM	Why TransUnion (TRU) is a Top Growth Stock for the Long-Term (Zacks)
Jan-02-25 08:15PM	Analyst Report: TransUnion (Morningstar Research)
Dec-25-24 03:22AM	JPMorgan Says These 2 Value Stocks Are Among Its Best Idea Picks for 2025 (TipRanks)
Dec-24-24 04:16PM	A Credit-Score Hangover Is Hitting Americas Riskiest Borrowers (The Wall Street Journal)
Dec-17-24 06:00AM	New TransUnion Analysis Finds 2.6% of Canadas Attempted Ecommerce Transactions Between US Thanksgiving and Cyber Monday Suspected to be Fraudulent (GlobeNewswire)
Dec-13-24 08:30PM	KBW Announces Index Rebalancing for Fourth-Quarter 2024 (GlobeNewswire)
Dec-11-24 08:00AM	TransUnion 2025 Consumer Credit Forecast Points to Moderating Credit Card Balance Growth and Slower Delinquency Gains (GlobeNewswire)
Dec-05-24 08:00AM	New TransUnion Analysis Finds More Than 4% of U.S. Attempted Ecommerce Transactions Between Thanksgiving and Cyber Monday Suspected to be Fraudulent (GlobeNewswire)
Dec-03-24 08:39AM	CFPB Proposes Rule to Crack Down on Data Brokerage (Investopedia)
08:00AM	TransUnion Recognized as a Leader in the Gartner Magic Quadrant for Marketing Mix Modeling Solutions (GlobeNewswire)
Nov-29-24 09:00PM	Invest in Banking Like Warren Buffett: Own a Castle (The Wall Street Journal)
Nov-26-24 06:00AM	Canadian Credit Market Set to Grow in 2025 Amid Expected Lower Cost of Living and Interest Rates (GlobeNewswire)
Nov-22-24 11:31AM	Why Is TransUnion (TRU) Down 7.5% Since Last Earnings Report? (Zacks)
Nov-20-24 04:49PM	Analyst Report: TransUnion (Morningstar Research)
08:00AM	Millennials Primed to Lead 2024 Holiday Shopping Season as Nearly Two in Three Expect Their Income Will Increase in Next Year (GlobeNewswire)
Nov-14-24 08:00AM	Nearly Two-thirds of Quick Service Restaurants Report Increased Traffic in 2024, Despite Raising Prices Across the Board (GlobeNewswire)
Nov-13-24 08:00AM	Auto Insurance Shopping Increased 19% Year over Year in Q3 2024 (GlobeNewswire)
04:02AM	Record high of $3.2B in fraud hits lending market: TransUnion (CFO.com)
Nov-12-24 08:00AM	Balances and Delinquencies Begin to Stabilize Across Many Credit Products (GlobeNewswire)
Nov-08-24 06:50AM	TransUnion Declares Third Quarter 2024 Dividend of $0.105 per Share (GlobeNewswire)
Nov-05-24 06:50AM	TransUnion to Present at Upcoming Investor Conferences in Chicago and New York (GlobeNewswire)
Oct-31-24 08:00AM	Nearly 80% of Consumers Consider Phone Channel Important for Communicating with Businesses, Despite Reluctance to Answer Calls (GlobeNewswire)
05:30AM	Hongkongers suffer more digital fraud attacks than global peers, research says (South China Morning Post)
Oct-30-24 08:00AM	Four in Five Recent Home Buyers May Look to Refinance in the Next 12 Months to Help Alleviate Strain on Personal Finances (GlobeNewswire)
Oct-28-24 12:00PM	TransUnion (TRU) Upgraded to Strong Buy: Here's What You Should Know (Zacks)
Oct-25-24 12:45PM	Is TransUnion (TRU) a Solid Growth Stock? 3 Reasons to Think "Yes" (Zacks)
08:55AM	TransUnion price target raised to $119 from $103 at Morgan Stanley (TipRanks)
Oct-24-24 06:47AM	TransUnion Sees Strong Q3 Growth and Raises Guidance (TipRanks)
03:06AM	TransUnion (TRU) Q3 2024 Earnings Call Highlights: Surpassing Expectations with Robust Revenue ... (GuruFocus.com)
01:05AM	Decoding TransUnion (TRU): A Strategic SWOT Insight (GuruFocus.com)
12:55AM	Q3 2024 TransUnion Earnings Call (Thomson Reuters StreetEvents)
Oct-23-24 12:40PM	Analyst Report: TransUnion (Morningstar Research)
09:41AM	TransUnion Reports Strong Q3: Double-Digit Gains Across US And International Markets, Boosts FY24 Outlook (Benzinga)
09:30AM	TransUnion (TRU) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
07:30AM	TransUnion (TRU) Tops Q3 Earnings and Revenue Estimates (Zacks)
06:27AM	TransUnion: Q3 Earnings Snapshot (Associated Press Finance)
06:18AM	TransUnion Announces Third Quarter 2024 Results (GlobeNewswire)
Oct-22-24 09:01AM	Earnings To Watch: TransUnion (TRU) Reports Q3 2024 Result (GuruFocus.com)
Oct-21-24 09:16AM	Seeking Clues to TransUnion (TRU) Q3 Earnings? A Peek Into Wall Street Projections for Key Metrics (Zacks)
Oct-17-24 03:01PM	Manning & Napier's Strategic Bet on TransUnion Amplifies Portfolio Impact (GuruFocus.com)
08:00AM	TransUnion Report Finds 33% Increase in Number of Property Managers Reporting Rent Payments Since Last Year (GlobeNewswire)
Oct-16-24 10:01AM	TransUnion (TRU) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
09:00AM	Horace Mann bolsters its financial wellness offerings for educators with new TransUnion partnership (Business Wire)
08:00AM	TransUnion Analysis Finds Fraud Costing Businesses Equivalent of Nearly 7% of Revenues (GlobeNewswire)
06:00AM	Suspected Digital Fraud Coming from Canada Up Nearly 11% Since H1 2023, Reveals New TransUnion Analysis (GlobeNewswire)
Oct-15-24 08:00AM	More Than One-Third of Gig Workers Rely on Gig Work as Primary Source of Income (GlobeNewswire)
Oct-10-24 12:00PM	TransUnion (TRU) is a Great Momentum Stock: Should You Buy? (Zacks)
Oct-09-24 12:45PM	TransUnion (TRU) is an Incredible Growth Stock: 3 Reasons Why (Zacks)
09:50AM	Here's Why TransUnion (TRU) is a Strong Momentum Stock (Zacks)
08:15AM	First Orion, TNS, TransUnion partnership launches brand calling with logos (TipRanks)
05:30AM	Hong Kong consumers struggle with bills and loans despite rising incomes, TransUnion says (South China Morning Post)
Oct-08-24 08:00AM	First Orion, TNS and TransUnion Partnership Launches Branded Calling with Logos for Enterprises (GlobeNewswire)
Sep-24-24 09:45AM	TransUnion (TRU) is a Top-Ranked Growth Stock: Should You Buy? (Zacks)

TransUnion engages in the provision of information and risk management solutions. It also provides consumer reports, risk scores, analytical services, and decision-making capabilities to businesses. It operates through the following segments: U.S. Markets, International, and Corporate. The U.S. Markets segment provides consumer reports, risk scores, analytical services, and decision-making capabilities to businesses. The International segment provides credit reports, analytics and decision-making services and other value-added risk management services. The Corporate segment provides support services to each segment, holds investments, and conducts enterprise functions. The company was founded in 1968 and is headquartered in Chicago, IL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
CHAOUKI STEVEN M	President, US Markets	Feb 03 '25	Sale	95.95	1,000	95,950	58,488	Feb 04 08:17 PM
CHAOUKI STEVEN M	Officer	Feb 03 '25	Proposed Sale	95.95	1,000	95,950		Feb 03 11:21 AM
CHAOUKI STEVEN M	President, US Markets	Jan 02 '25	Sale	93.60	1,000	93,600	59,488	Jan 03 06:52 PM
CHAOUKI STEVEN M	Officer	Jan 02 '25	Proposed Sale	93.60	1,000	93,600		Jan 02 10:46 AM
CHAOUKI STEVEN M	President, US Markets	Dec 02 '24	Sale	100.73	1,500	151,095	60,488	Dec 04 05:24 PM
Skinner Todd C.	President, International	Nov 29 '24	Sale	101.48	3,090	313,573	24,333	Dec 02 07:19 PM
CHAOUKI STEVEN M	Officer	Dec 02 '24	Proposed Sale	100.73	1,500	151,095		Dec 02 10:58 AM
Skinner Todd C.	Officer	Nov 29 '24	Proposed Sale	101.48	3,090	313,582		Nov 29 03:45 PM
Awad George M	Director	Nov 25 '24	Sale	100.00	12,000	1,200,000	27,026	Nov 26 07:01 PM
Awad George M	Director	Nov 25 '24	Proposed Sale	100.00	12,000	1,200,000		Nov 25 05:04 PM
CHAOUKI STEVEN M	President, US Markets	Nov 08 '24	Sale	105.66	1,500	158,490	62,988	Nov 12 08:56 AM
CHAOUKI STEVEN M	Officer	Nov 08 '24	Proposed Sale	105.66	1,500	158,490		Nov 08 10:09 AM
Martin Timothy J	EVP - Global Solutions	Nov 01 '24	Sale	102.08	2,500	255,200	44,239	Nov 05 04:16 PM
Martin Timothy J	Officer	Nov 01 '24	Proposed Sale	102.08	2,500	255,200		Nov 01 10:47 AM
Martin Timothy J	EVP - Global Solutions	Oct 01 '24	Sale	104.59	2,500	261,475	46,739	Oct 02 07:00 PM
Martin Timothy J	Officer	Oct 01 '24	Proposed Sale	104.59	2,500	261,475		Oct 01 10:19 AM
Achanta Venkat	EVP, Chief Tech, Data & Analy.	Sep 13 '24	Sale	98.78	18,597	1,837,012	105,443	Sep 17 04:12 PM
Achanta Venkat	Officer	Sep 13 '24	Proposed Sale	98.78	18,597	1,837,012		Sep 13 11:12 AM
Martin Timothy J	EVP - Global Solutions	Sep 03 '24	Sale	95.65	2,500	239,125	49,239	Sep 05 06:08 PM
CHAOUKI STEVEN M	President, US Markets	Sep 03 '24	Sale	95.65	1,000	95,650	64,488	Sep 05 06:07 PM
Martin Timothy J	Officer	Sep 03 '24	Proposed Sale	95.65	2,500	239,125		Sep 03 10:01 AM
CHAOUKI STEVEN M	Officer	Sep 03 '24	Proposed Sale	95.65	1,000	95,650		Sep 03 09:39 AM
Williams Jennifer A.	SVP, Chief Accounting Officer	Aug 29 '24	Sale	95.58	405	38,710	7,186	Aug 30 05:02 PM
RUSSELL HEATHER J	EVP, Chief Legal Officer	Aug 29 '24	Sale	95.58	3,173	303,275	19,926	Aug 30 04:57 PM
RUSSELL HEATHER J	Officer	Aug 29 '24	Proposed Sale	95.58	3,173	303,275		Aug 29 10:14 AM
Williams Jennifer A.	SVP, Chief Accounting Officer	Aug 26 '24	Sale	97.77	237	23,171	7,760	Aug 27 05:07 PM
Cello Todd M	EVP & CFO	Aug 22 '24	Sale	95.00	12,463	1,183,985	88,963	Aug 23 04:38 PM
Cello Todd M	Officer	Aug 22 '24	Proposed Sale	95.00	12,463	1,183,985		Aug 22 02:40 PM
Awad George M	Director	Aug 16 '24	Sale	93.25	12,000	1,119,000	39,026	Aug 20 04:21 PM
Awad George M	Director	Aug 16 '24	Proposed Sale	93.25	12,000	1,119,000		Aug 16 12:27 PM
Skinner Todd C.	President, International	Aug 08 '24	Sale	85.58	2,900	248,173	27,729	Aug 09 04:27 PM
Skinner Todd C.	Officer	Aug 08 '24	Proposed Sale	85.58	2,900	248,172		Aug 08 05:01 PM
CHAOUKI STEVEN M	President, US Markets	Aug 01 '24	Sale	90.14	1,000	90,140	69,547	Aug 05 04:16 PM
CHAOUKI STEVEN M	Officer	Aug 01 '24	Proposed Sale	90.14	1,000	90,140		Aug 01 01:09 PM
Cello Todd M	EVP & CFO	Jul 12 '24	Sale	80.00	12,865	1,029,200	101,426	Jul 15 04:52 PM
CHAOUKI STEVEN M	President, US Markets	Jul 01 '24	Sale	74.27	1,000	74,270	70,547	Jul 02 06:37 PM
RUSSELL HEATHER J	EVP, Chief Legal Officer	Jun 21 '24	Sale	73.53	7,120	523,534	25,624	Jun 24 07:06 PM
RUSSELL HEATHER J	EVP, Chief Legal Officer	Jun 14 '24	Sale	73.10	7,000	511,700	32,744	Jun 17 05:55 PM
CHAOUKI STEVEN M	President, US Markets	Jun 03 '24	Sale	72.00	1,776	127,872	71,547	Jun 04 06:30 PM
CHAOUKI STEVEN M	President, US Markets	May 01 '24	Sale	73.15	1,776	129,914	73,323	May 03 04:18 PM
CHAOUKI STEVEN M	President, US Markets & CI	Apr 01 '24	Sale	81.30	1,775	144,308	75,099	Apr 02 06:44 PM
MAULDIN RICHARD DANE	EVP - Operations	Mar 14 '24	Sale	78.10	1,500	117,150	22,033	Mar 18 04:59 PM
Martin Timothy J	EVP - Global Solutions	Mar 05 '24	Sale	78.59	12,000	943,080	54,522	Mar 06 06:18 PM

MCO

Moody's Corp

SPGI

S&P Global Inc

EFX

Equifax, Inc

TRU

TransUnion

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