Equifax Q1 Results Beat, Dividend Raised to $0.50

Equifax reported first-quarter 2025 results with adjusted EPS of $1.53 and a 4% revenue increase to $1.44 billion, both exceeding forecasts. The company's mortgage segment outperformed expectations, as mortgage inquiries declined less than expected and mortgage revenue grew 7% year-over-year. Workforce Solutions revenue rose 3%, and non-mortgage business remained strong. Equifax announced a 28% dividend increase, raising the quarterly payout to $0.50 per share, and launched a new $3 billion share repurchase program over four years. Despite the strong quarter, Equifax maintained its 2025 guidance, citing inflation, interest rates, and trade policy risks. The stock surged as much as 12% after the report but remains down for the year.