Stewart Information Services (NYSE:STC) Posts Earnings Results

Stewart Information Services (NYSE:STC) announced its earnings results on Wednesday. The insurance provider reported $0.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.52 by $0.26, FiscalAI reports. The firm had revenue of $778.40 million during the quarter, compared to analyst estimates of $730.43 million. Stewart Information Services had a return on equity of 10.27% and a net margin of 4.19%.The business’s revenue was up 27.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.25 EPS.

Stewart Information Services Stock Up 3.4%

Shares of NYSE:STC opened at $70.60 on Friday. The stock has a fifty day simple moving average of $65.00 and a two-hundred day simple moving average of $68.82. The stock has a market capitalization of $2.15 billion, a price-to-earnings ratio of 15.76 and a beta of 1.03. Stewart Information Services has a 12-month low of $56.39 and a 12-month high of $78.61. The company has a current ratio of 2.21, a quick ratio of 2.21 and a debt-to-equity ratio of 0.39.

Stewart Information Services Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Monday, March 16th were paid a dividend of $0.525 per share. The ex-dividend date was Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a yield of 3.0%. Stewart Information Services’s payout ratio is presently 51.98%.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on STC shares. Wall Street Zen cut Stewart Information Services from a “buy” rating to a “hold” rating in a research note on Saturday, April 11th. Citizens Jmp initiated coverage on shares of Stewart Information Services in a report on Monday, February 2nd. They set a “market outperform” rating and a $80.00 target price on the stock. Stephens raised shares of Stewart Information Services from an “equal weight” rating to an “overweight” rating and set a $82.00 target price on the stock in a research report on Friday, February 27th. Weiss Ratings reiterated a “buy (b)” rating on shares of Stewart Information Services in a research note on Friday, March 27th. Finally, Keefe, Bruyette & Woods dropped their price objective on shares of Stewart Information Services from $82.00 to $78.00 and set an “outperform” rating on the stock in a research note on Friday, April 10th. Four analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $80.00.

Stewart Information Services News Roundup

Here are the key news stories impacting Stewart Information Services this week:

• Positive Sentiment: Quarterly beat — Stewart reported first‑quarter revenue roughly $778–781M (up ~27.7% YoY) and delivered adjusted EPS of $0.78, above consensus, with GAAP diluted EPS also improving year‑over‑year. These beats were the primary catalyst for the share move. Stewart Reports First Quarter 2026 Results
• Positive Sentiment: Profitability and cash/balance changes — Management highlighted a meaningful lift in operating profit and higher net income versus prior year (adjusted results stronger), and cash & cash equivalents increased. These improvements supported investor sentiment. QuiverQuant Q1 2026 Earnings Summary
• Positive Sentiment: Outlook/guidance — Management expects 3–5% residential market growth in 2026 and is targeting low‑teen RES margins, signaling modest recovery and margin improvement potential that investors viewed favorably. Stewart anticipates 3%-5% residential market growth in 2026
• Positive Sentiment: Analyst/insider tone — Recent analyst price targets sit above the current trade (median around $80) and public insider buys were noted, supporting bullish sentiment. QuiverQuant Q1 2026 Earnings Summary
• Neutral Sentiment: Full call/transcripts available — Investors can review management commentary and Q&A in earnings‑call transcripts published across outlets for finer detail on reserves, buybacks, or capital allocation. Stewart (STC) Q1 2026 Earnings Call Transcript Seeking Alpha Transcript
• Negative Sentiment: Margin and cash‑flow nuances — Gross profit declined year‑over‑year and reported net margins remain thin (~4%), while Quiver flagged a large year‑over‑year drop in cash from operations and a rise in total liabilities — items that could temper enthusiasm if persistent. QuiverQuant Q1 2026 Earnings Summary
• Negative Sentiment: Adjusted vs. GAAP differences — The company presented higher adjusted earnings than GAAP; investors should watch for one‑time items or reserve adjustments that separate the two figures. Stewart Reports First Quarter 2026 Results

Insider Transactions at Stewart Information Services

In related news, Director C Allen Bradley, Jr. acquired 1,000 shares of the stock in a transaction on Tuesday, March 10th. The stock was acquired at an average price of $65.34 per share, for a total transaction of $65,340.00. Following the completion of the purchase, the director owned 21,243 shares of the company’s stock, valued at $1,388,017.62. This represents a 4.94% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 2.94% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in STC. Zimmer Partners LP purchased a new position in Stewart Information Services during the fourth quarter valued at $24,901,000. Millennium Management LLC raised its stake in shares of Stewart Information Services by 75.9% in the fourth quarter. Millennium Management LLC now owns 701,148 shares of the insurance provider’s stock worth $49,263,000 after purchasing an additional 302,623 shares during the last quarter. Alyeska Investment Group L.P. purchased a new position in shares of Stewart Information Services in the fourth quarter worth $21,078,000. Ghisallo Capital Management LLC purchased a new position in shares of Stewart Information Services in the fourth quarter worth $19,673,000. Finally, Two Sigma Investments LP raised its stake in shares of Stewart Information Services by 193.0% in the third quarter. Two Sigma Investments LP now owns 118,168 shares of the insurance provider’s stock worth $8,664,000 after purchasing an additional 77,844 shares during the last quarter. Hedge funds and other institutional investors own 96.90% of the company’s stock.

About Stewart Information Services

Stewart Information Services Corporation (NYSE: STC) is a publicly traded provider of title insurance and real estate transaction services. The company underwrites title insurance policies for residential and commercial properties, offering lenders and property owners protection against title defects and liens. Beyond title insurance, Stewart delivers a range of ancillary services, including closing and escrow administration, property valuation, and risk mitigation solutions designed to streamline the mortgage process and reduce operational complexity for clients.

In addition to core title and settlement services, Stewart offers technology-driven products aimed at enhancing transparency and efficiency in real estate transactions.