Improving Margins Add To Stewart Information Services Corporation’s (STC) Growth Prospects
Stewart Information Services Corporation (NYSE: STC) reported strong fourth-quarter financial results, beating revenue estimates with significant growth in its Title segment and domestic commercial revenues. The company's CEO anticipates improved margins and growth in the low teen range for the full year 2026, partly due to the acquisition of MCS. Analysts have initiated coverage with a "Buy" rating, citing the company's strong management, oligopolistic market position, and potential for growth and margin expansion.
The 5 Most Interesting Analyst Questions From Stewart Information Services's Q4 Earnings Call
Stewart Information Services (STC) exceeded Q4 expectations due to strong commercial activity and agency services, with CEO Frederick Eppinger highlighting a 49% growth in national commercial services. Analysts questioned management on commercial revenue growth, use of an expanded credit facility, AI integration, housing market outlook, and the impact of Texas title premium rate reductions. The company anticipates continued market share gains, improved margins, and a recovery in home sales, with careful management of acquisitions and regulatory changes.
Stewart Information Services Corporation (NYSE:STC) Q4 2025 Earnings Call Transcript
Stewart Information Services Corporation (NYSE: STC) reported strong Q4 2025 results, with revenues up 20% and adjusted net income up 52%, despite a challenging housing market. The company saw significant growth in its domestic commercial revenues (34%) and noted cautious optimism for modest housing market improvements in 2026. Stewart is focused on targeted acquisitions in direct operations and leveraging AI for efficiency and quality improvements, while discussing the financial impact of a recent acquisition and changes in Texas title premium rates.
Real estate pros get faster leads as PropStream expands all-in-one platform
PropStream, a real estate lead generation platform, has been recognized with its sixth consecutive HousingWire Tech100 award for its innovation in the real estate and mortgage industries. The company's recent advancements include the acquisition of BatchDialer, unifying property records, intelligence, and outreach, and enhancing skip-tracing and lead-to-dial workflows. PropStream aims to continue developing a more unified and intuitive platform to help real estate professionals work more efficiently and identify new opportunities.
PropStream Named 2026 Tech100 Honoree for Sixth Consecutive Year
PropStream has been honored as a 2026 Tech100 recipient by HousingWire for the sixth consecutive year, recognizing its consistent innovation and positive impact on the real estate technology sector. The company's acquisition of BatchDialer has enhanced its platform, unifying property data and outreach tools to improve efficiency for real estate professionals. PropStream is dedicated to further advancing real estate technology by developing a more integrated and user-friendly all-in-one platform in the coming years.
Earnings call transcript: Stewart Info Services misses EPS, beats revenue Q4 2025
Stewart Information Services (STC) reported its Q4 2025 earnings, missing EPS estimates at $1.12 against a forecast of $1.37, yet exceeding revenue expectations with $790.6 million. Despite a challenging housing market, the company achieved significant full-year growth in revenue (18%) and net income (48%), driven by strategic acquisitions and AI initiatives. Stewart is cautiously optimistic about modest housing market improvements in 2026 and plans $300 million in acquisitions over the next three years to further strengthen its market position.
Stewart Information Services: Fourth Quarter Earnings Overview
Stewart Information Services Corp. reported a net profit of $36.3 million, or $1.25 per share, for the fourth quarter, with adjusted earnings reaching $1.65 per share. The company, which specializes in title insurance and real estate services, generated $790.6 million in revenue during the quarter. For the full year, Stewart's profits totaled $115.5 million on $2.92 billion in revenue.
Stewart Information Services: Fourth Quarter Earnings Overview
Stewart Information Services Corp. announced a net profit of $36.3 million and adjusted earnings of $1.65 per share for the fourth quarter, with revenues reaching $790.6 million. For the full year, the company reported a total profit of $115.5 million and $2.92 billion in revenue. These financial results were compiled by Automated Insights using data from Zacks Investment Research.
Stewart Information Services's (NYSE:STC) Q4 CY2025: Beats On Revenue
Stewart Information Services (NYSE:STC) reported strong Q4 CY2025 results, with revenue of $790.6 million surpassing analyst estimates by 2% and showing an 18.8% year-on-year growth. The company also beat non-GAAP EPS expectations, reporting $1.65 per share against an estimated $1.35. CEO Fred Eppinger noted continued progress across all business lines as the market slowly improves.
Scroll-your-MLS Tuesday app now feeds listings into PropStream
PropStream announced a new partnership with the Tuesday app, integrating its comprehensive property data and lead generation tools into Tuesday's mobile-first MLS experience. This collaboration aims to streamline workflows for real estate agents, enabling them to transition smoothly from listing discovery through research and marketing. The Tuesday app, launched in 2025, modernizes the MLS experience with a scrollable interface, and PropStream is its first advertising partner.
Earnings To Watch: Stewart Information Services (STC) Reports Q4 Results Tomorrow
Stewart Information Services (STC) is set to report its Q4 results this Wednesday afternoon. Analysts anticipate a 16.5% year-on-year revenue growth to $774.9 million and adjusted earnings of $1.35 per share. The company has a history of exceeding revenue estimates, and its stock has recently underperformed compared to its peers in the property & casualty insurance segment.
Stewart Information Services (NYSE:STC) Now Covered by Analysts at Citizens Jmp
Citizens Jmp has initiated coverage on Stewart Information Services (NYSE:STC) with an "Outperform" rating and an $80 price target, suggesting an 18.6% upside. This follows similar upgrades from other firms, leading to an average "Buy" rating and an $81 target for the stock, which currently trades near $67.43. Stewart Information Services is a provider of title insurance and real estate transaction services, with institutional investors holding a significant 96.9% of its shares.
Stewart Information Servs (STC) Receives New 'Market Outperform' Rating from Citizens | STC Stock News
Stewart Information Servs (STC) has received a new 'Market Outperform' rating from Citizens analyst Matthew J. Carletti, with a price target of $80.00. This follows recent upgrades from other firms, and the average target price from three analysts is $81.00, implying a 17.66% upside. GuruFocus estimates a one-year GF Value of $86.76 for STC, suggesting a 26.03% upside.
Stewart Information Services stock initiated at Market Outperform by Citizens
Citizens analyst Matthew Carletti initiated coverage on Stewart Information Services (NYSE:STC) with a Market Outperform rating and an $80.00 price target. The company, which is a title insurance and real estate services provider, is seen as undervalued with strong growth potential and a solid financial health score. Its shares currently trade at attractive valuations compared to peers, and the company has a 3.11% dividend yield.
Stewart Information Services stock initiated at Market Outperform by Citizens
Citizens analyst Matthew Carletti has initiated coverage on Stewart Information Services (NYSE:STC) with a Market Outperform rating and an $80 price target. The analyst believes the company is positioned for strong growth and margin expansion, even without an improved housing market, citing its solid financial health and attractive valuation compared to peers. Stewart Information Services, a title insurance and real estate services company, also recently announced a public offering of common stock and a new President for its subsidiary, Informative Research.
Universal Beteiligungs und Servicegesellschaft mbH Makes New $1.39 Million Investment in Stewart Information Services Corporation $STC
Universal Beteiligungs und Servicegesellschaft mbH has acquired a new stake of 18,948 shares, valued at approximately $1.39 million, in Stewart Information Services Corporation ($STC) during the third quarter. This investment signals growing institutional interest in the insurance provider, with other major firms also adjusting their holdings. Stewart Information Services currently holds a "Buy" consensus rating from Wall Street analysts, with a target price of $81.50, and recently announced a quarterly dividend of $0.525 per share.
Teacher Retirement System of Texas Trims Stake in Stewart Information Services Corporation $STC
The Teacher Retirement System of Texas significantly reduced its stake in Stewart Information Services Corporation (NYSE:STC) by 53.8% in Q3, selling 45,244 shares. Following the sale, the fund now owns 38,832 shares valued at approximately $2.85 million, representing about 0.14% of the company. Despite this reduction, institutional ownership remains high at 96.90%, and analysts generally rate STC as a "Buy" with an average price target of $81.50.
New PropStream tools move real estate leads straight to calls
PropStream has released new dialing workflows and enhanced skip tracing features, streamlining the process for real estate professionals to convert property research into conversations. These updates facilitate easier access to skip tracing services, offer flexible dialing choices from individual calls with AI prompts to high-volume campaigns, and aim to reduce manual steps while improving contact data and compliance. The enhancements are designed to help users move faster from finding a deal to closing it.
Stewart Information Services Corporation Announces Fourth Quarter and Full Year 2025 Earnings Conference Call
Stewart Information Services Corporation (NYSE: STC) has announced it will host a conference call on Thursday, February 5, 2026, at 8:30 a.m. Eastern Time to discuss its fourth quarter and full-year 2025 earnings. Earnings will be released after market close on Wednesday, February 4. Investors can access the call via phone or through the company's Investor Relations website, with a replay available until February 12, 2026.
Why Stewart Information Services (STC) Stock Is Up Today
Shares of Stewart Information Services (STC) rose by 3.7% after Keefe, Bruyette & Woods upgraded the stock to 'Outperform' with an $81.00 price target. This upgrade signals increased confidence in the company's financial prospects and potential for growth. Despite an initial pop, the stock settled at $67.45, up 2.8% from its previous close.
Stewart Information Services Corporation Announces Fourth Quarter and Full Year 2025 Earnings Conference Call
Stewart Information Services Corporation (NYSE: STC) announced it will host a conference call on Thursday, February 5, 2026, at 8:30 a.m. Eastern Time to discuss its fourth quarter and full year 2025 earnings. The company will release its earnings report after the market closes on Wednesday, February 4, and a replay of the call will be available until February 12, 2026.
Cooke & Bieler LP Raises Holdings in Stewart Information Services Corporation $STC
Cooke & Bieler LP significantly increased its stake in Stewart Information Services Corporation (NYSE:STC) by 23.2% in the third quarter, bringing their total holdings to 551,519 shares valued at approximately $40.44 million. Other institutional investors also adjusted their positions in the insurance provider. The company recently announced a quarterly dividend, and analysts currently maintain a "Moderate Buy" rating with an average price target of $81.50.
Stewart Information Services (NYSE:STC) Rating Lowered to Hold at Wall Street Zen
Wall Street Zen downgraded Stewart Information Services (NYSE:STC) from "buy" to "hold," although the general analyst consensus remains a "Moderate Buy" with an $81.50 average target price. The company exceeded Q3 expectations with an EPS of $1.64 and revenue of $791.3 million, marking a 19.3% year-over-year increase. STC shares opened at $65.63, trading below the consensus target, with a market cap of $1.84 billion and a P/E ratio of 18.28.
Outlook Wealth Advisors LLC Cuts Position in Stewart Information Services Corporation $STC
Outlook Wealth Advisors LLC significantly reduced its holdings in Stewart Information Services Corporation (NYSE:STC) by 50% in the third quarter of 2025, selling 49,831 shares and retaining 49,836 shares valued at $3.65 million. Despite this reduction in stake, Stewart Information Services reported strong third-quarter earnings, beating analyst estimates with an EPS of $1.64 and a 19.3% year-over-year revenue increase to $791.3 million. The company maintains a "Moderate Buy" consensus rating from analysts with an average price target of $81.50 and offers a quarterly dividend.
Stewart Information Services Corporation (NYSE:STC) Short Interest Update
Stewart Information Services Corporation (NYSE:STC) experienced a 37.3% decline in short interest in December, reaching 711,919 shares. Analysts maintain a "Moderate Buy" rating with a consensus price target of $81.50, following recent upgrades and a raised target by Keefe, Bruyette & Woods. The company also surpassed quarterly earnings and revenue estimates and pays a quarterly dividend of $0.525.
Stewart Announces Matt Orlando as President of Informative Research
Stewart Information Services Corporation has appointed Matt Orlando as President of Informative Research (IR), a key move to advance Stewart's strategy of delivering integrated data and technology services for the mortgage and real estate industries. Orlando, previously Chief Experience Officer at IR, will lead the company's growth and product development, building on his established relationships and expertise. This appointment reinforces Stewart's commitment to providing comprehensive, customer-focused solutions and streamlining the loan cycle for lenders.
After 40 years of leadership, this mortgage data firm names a new president
Stewart Information Services Corporation has appointed Matt Orlando as President of Informative Research (IR), a key provider of credit, consumer, and real estate data services. Orlando will lead IR's growth and product development, furthering Stewart's goal of creating a comprehensive real estate services platform. This appointment follows the retirement of Sean Buckner, who served Informative Research for over 40 years.
Tributary Capital Management LLC Purchases 273,424 Shares of Stewart Information Services Corporation $STC
Tributary Capital Management LLC significantly increased its stake in Stewart Information Services Corporation (NYSE:STC) by 92.5% in the third quarter, acquiring an additional 273,424 shares, bringing its total to 568,864 shares valued at $41.71 million. This makes STC Tributary's 14th-largest position. Stewart Information Services recently reported strong quarterly earnings, beating analyst expectations with $1.64 EPS and a 19.3% year-over-year revenue increase, leading to a consensus "Moderate Buy" rating and a $81.50 price target from analysts.
Stewart Information Services (NYSE:STC) Share Price Passes Above 200-Day Moving Average - What's Next?
Stewart Information Services (NYSE:STC) briefly traded above its 200-day moving average of $70.25 on Wednesday, reaching an intraday high of $71.00 before closing at $69.2860, down 2.4% for the session. The company holds a "Moderate Buy" consensus rating with a target price of $81.50 and recently beat EPS and revenue expectations. Stewart Information Services also declared a quarterly dividend of $0.525 per share, representing a 3.0% annualized yield.
Allspring Global Investments Holdings LLC Lowers Stake in Stewart Information Services Corporation $STC
Allspring Global Investments Holdings LLC reduced its stake in Stewart Information Services Corporation (NYSE:STC) by 1.6% in the third quarter but still holds a significant position. Despite the sales, other institutional investors increased their holdings, and Stewart Information Services reported strong quarterly earnings, beating analyst expectations. The company also declared a quarterly dividend and received a "Moderate Buy" average rating from analysts.
Stewart Information Services (STC): Buy, Sell, or Hold Post Q3 Earnings?
This article advises caution regarding Stewart Information Services (STC) due to soft demand affecting net premiums earned, decreasing earnings per share, and decelerated book value per share growth. The author suggests the stock's current valuation offers limited upside compared to potential downside and recommends exploring other investment opportunities, particularly in software and edge computing.
Property & Casualty Insurance Stocks Q3 In Review: Stewart Information Services (NYSE:STC) Vs Peers
This article reviews the Q3 performance of several Property & Casualty insurance stocks, focusing on Stewart Information Services (NYSE:STC) in comparison to its peers. It highlights the cyclical nature of the industry, the impact of interest rates and climate change, and then details the financial results of STC, Root (NASDAQ:ROOT), Progressive (NYSE:PGR), First American Financial (NYSE:FAF), and Trupanion (NASDAQ:TRUP). The piece also provides a brief market update regarding inflation, interest rates, and recent political events influencing the stock market.
Year in Review: Stewart acquiring mortgage services business was a Deal of the Week
Stewart's acquisition of Mortgage Contracting Services was named a "Deal of the Week" by the Houston Business Journal. This strategic move allows Stewart to expand its offerings to include property preservation, supporting default servicing for its lender and servicer customers. The CEO highlighted this new service as a key benefit of the acquisition.
DAVENPORT & Co LLC Reduces Stake in Stewart Information Services Corporation $STC
DAVENPORT & Co LLC has reduced its stake in Stewart Information Services Corporation by 21.3% in the third quarter of 2025, selling 110,233 shares and now holding 407,221 shares valued at approximately $29.99 million. Despite this reduction, analysts maintain a "Moderate Buy" rating for STC with a consensus price target of $81.50, following strong Q3 earnings that surpassed expectations. The company also declared a quarterly dividend of $0.525 per share.
What Does the Market Think About Stewart Information Services Corp?
Stewart Information Services Corp's (NYSE: STC) short interest has decreased by 6.44% since its last report, with 581 thousand shares currently sold short, representing 2.47% of its tradable shares. This suggests a more bullish market sentiment compared to earlier periods. When compared to its peers, Stewart Information Services Corp has lower short interest, indicating less bearish investor sentiment for the company relative to its competitors.
Stewart Information Services stock falls on public offering announcement By Investing.com
Stewart Information Services Corp (NYSE:STC) stock fell 2.6% in after-hours trading following the announcement of a new public offering of 1,900,000 shares of its common stock. The offering is underwritten by lead manager Goldman Sachs & Co. LLC, with Citizens Capital Markets as book-running manager, and co-managers Dowling & Partners Securities, LLC, Keefe, Bruyette & Woods, and Stephens Inc. The company did not disclose the intended use of proceeds, and the stock decline reflects typical market reaction to potential share dilution for existing stockholders.
Stewart (NYSE: STC) plans 1,900,000-share stock sale, 285,000-share option
Stewart Information Services Corporation (NYSE: STC) announced an underwritten public offering of 1,900,000 shares of its common stock, with an additional 285,000-share option for underwriters. Goldman Sachs & Co. LLC is leading the offering, which is subject to market and other conditions. The company has filed a registration statement with the SEC for these securities.
Stewart Announces Pricing of Public Offering of Common Stock
Stewart Information Services Corporation announced the pricing of its public offering of 1,900,000 shares of common stock at $68.00 per share, aiming to raise approximately $129.2 million. The offering is expected to close on December 12, 2025, with an option for underwriters to purchase additional shares. Goldman Sachs & Co. LLC is the lead book-running manager for the offering.
Stewart launches $130M stock offering
Stewart Information Services Corp. is raising nearly $130 million through a stock offering, with an option for underwriters to purchase additional shares, potentially increasing the total to $148.6 million. This capital raise follows Stewart's announcement of acquiring the mortgage services division of Mortgage Contracting Services (MCS) for $330 million, aiming to expand its property preservation services. Following the announcement, Stewart's stock saw a slight dip of 2.87%.
Gamco Investors INC. ET AL Invests $1.82 Million in Stewart Information Services Corporation $STC
Gamco Investors INC. ET AL has acquired a new position of 27,941 shares in Stewart Information Services (NYSE:STC), valued at approximately $1.82 million. Stewart Information Services recently surpassed quarterly earnings expectations and declared a quarterly dividend of $0.525 per share. Analysts currently rate the stock as a "Moderate Buy" with a consensus target price of $77.50.
Stewart Information Services (STC) Prices Public Offering at $68 Per Share
Stewart Information Services (STC) announced the pricing of a public offering of 1.9 million shares at $68 each, aiming to raise approximately $129.2 million, with potential for up to $148.6 million if underwriters exercise their option. The company, operating in title insurance and real estate services, exhibits strong profitability and cash flow growth despite a recent decline in revenue. While some valuation metrics suggest potential undervaluation, the stock currently holds a "hold" recommendation from analysts.
Stewart Announces Pricing of Public Offering of Common Stock
Stewart Information Services Corporation (NYSE: STC) announced the pricing of its public offering of 1,900,000 shares of common stock at $68.00 per share, aiming to raise approximately $129.2 million. The offering is expected to close on December 12, 2025, with underwriters holding an option to purchase an additional 285,000 shares. Goldman Sachs & Co. LLC is leading the offering.
Stewart Information Services stock falls on public offering announcement
Stewart Information Services Corp (NYSE:STC) stock fell 2.6% in after-hours trading following its announcement of a new public offering of 1,900,000 common stock shares, with an option for underwriters to purchase an additional 285,000 shares. Goldman Sachs & Co. LLC will lead the offering. The stock's decline is a typical market reaction, reflecting potential share dilution for existing stockholders, though the company did not disclose the intended use of proceeds.
Stewart (NYSE: STC) prices 1.9M-share public stock offering at $68
Stewart Information Services Corporation (NYSE: STC) has priced a public offering of 1.9 million common shares at $68.00 per share, aiming to raise approximately $129.2 million in gross proceeds. Underwriters have a 30-day option to purchase an additional 285,000 shares, potentially increasing the gross proceeds to $148.6 million. The offering is expected to close on December 12, 2025, with Goldman Sachs acting as the lead book-running manager.
Stewart Announces Pricing of Public Offering of Common Stock
Stewart Information Services Corporation (NYSE: STC) has announced the pricing of its public offering of 1,900,000 shares of common stock at $68.00 per share, anticipating gross proceeds of approximately $129.2 million. The offering is expected to close on December 12, 2025, with underwriters having a 30-day option to purchase an additional 285,000 shares. Goldman Sachs & Co. LLC is leading the offering.
FirstClose partners with Stewart to enhance home equity services
FirstClose has partnered with Stewart Lender Services to integrate home equity solutions into its Order Management System. This collaboration provides FirstClose OMS users with direct access to Stewart’s services, including title, valuation, and closing. The goal is to streamline workflows, reduce cycle times, and improve efficiency and the borrower experience in the home equity market.
PropStream (STC) upgrades skip tracing with corporate search and new contact priority tools
PropStream, a leading real estate data provider and Stewart Company (NYSE: STC), has announced significant upgrades to its skip tracing experience. These enhancements include the introduction of Corporate Skip Tracing, a redesigned contact data interface, new Contact Priority Ranking, and updated export workflows, aiming to provide more reliable contact data and improve outreach efficiency for real estate professionals. The updates integrate multi-vendor skip tracing methodologies and litigator flags to help users avoid high-risk numbers.
American Century Companies Inc. Acquires 17,483 Shares of Stewart Information Services Corporation $STC
American Century Companies Inc. increased its stake in Stewart Information Services Corporation (NYSE:STC) by 52.6% in the second quarter, acquiring an additional 17,483 shares. This raises their total holdings to 50,705 shares valued at $3.3 million. Insider trading data shows other hedge funds also adjusted their positions, with institutional investors now owning 96.90% of the stock.
STEWART INFORMATION SERVICES CORPORATION DECLARES FOURTH QUARTER DIVIDEND
Stewart Information Services Corporation (NYSE:STC) announced that its Board of Directors declared a cash dividend of $0.525 per share for the fourth quarter of 2025. This dividend is payable on December 30, 2025, to common stockholders of record as of December 15, 2025. Stewart is a global real estate services company offering various products and services including title insurance and closing services.
STEWART INFORMATION SERVICES CORPORATION DECLARES FOURTH QUARTER DIVIDEND
Stewart Information Services Corporation announced that its Board of Directors declared a cash dividend of $0.525 per share for the fourth quarter of 2025. The dividend is payable on December 30, 2025, to common stockholders of record on December 15, 2025. Stewart (NYSE: STC) is a global real estate services company providing various products and services related to title insurance and closing services.
