Stewart Information Services (NYSE:STC) Issues Quarterly Earnings Results, Misses Expectations By $0.17 EPS

Stewart Information Services (NYSE:STC) issued its earnings results on Wednesday. The insurance provider reported $1.33 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.50 by ($0.17), FiscalAI reports. The company had revenue of $900.70 million during the quarter, compared to analysts’ expectations of $903.67 million. Stewart Information Services had a return on equity of 9.42% and a net margin of 3.58%. During the same quarter in the prior year, the business posted $1.64 EPS.

Stewart Information Services Trading Down 6.0%

STC opened at $49.41 on Friday. The company has a debt-to-equity ratio of 0.39, a quick ratio of 1.98 and a current ratio of 1.98. The stock’s 50 day moving average price is $61.17 and its 200-day moving average price is $65.13. Stewart Information Services has a one year low of $47.85 and a one year high of $78.61. The stock has a market cap of $1.51 billion, a price-to-earnings ratio of 10.84 and a beta of 1.04.

Stewart Information Services Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Investors of record on Tuesday, September 15th were issued a dividend of $0.55 per share. This represents a $2.20 annualized dividend and a yield of 4.5%. The ex-dividend date was Tuesday, September 15th. This is a positive change from Stewart Information Services’s previous quarterly dividend of $0.5250. Stewart Information Services’s payout ratio is currently 48.25%.

Stewart Information Services News Summary

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

• Positive Sentiment: Third-quarter revenue increased 13% year over year to $900.7 million, while real estate solutions revenue rose 68% to $196.5 million, helped by the MCS acquisition and higher credit-information and valuation-services revenue. Title-segment operating revenue also grew 5%. Stewart Reports Third Quarter 2026 Results
• Neutral Sentiment: Management discussed the results and business outlook during the October 22 earnings call, giving investors additional detail on operating trends and the integration of recent investments. STC Q3 2026 Earnings Call Transcript
• Negative Sentiment: Adjusted earnings per share came in at $1.33, below the $1.50 analyst consensus, while GAAP diluted EPS was $0.98. Adjusted net income fell to $41.2 million from $46.7 million a year earlier; GAAP net income declined to $30.3 million from $44.3 million. Operating cash flow also dropped to $46.6 million from $92.6 million. Stewart Third-Quarter Earnings Results
• Negative Sentiment: DOWLING & PARTN cut its FY2026 EPS estimate to $4.89 from $5.26, FY2027 to $5.20 from $6.25, and FY2028 to $6.05 from $7.05. The revisions reinforce concerns that earnings recovery may be slower than previously expected. Stewart Information Services analyst estimates

Analysts Set New Price Targets

A number of research analysts recently issued reports on the company. Benchmark began coverage on Stewart Information Services in a research note on Tuesday, July 21st. They set a “buy” rating and a $87.00 price objective for the company. Weiss Ratings cut shares of Stewart Information Services from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday. Zacks Research upgraded shares of Stewart Information Services from a “strong sell” rating to a “hold” rating in a research note on Tuesday, September 22nd. Wall Street Zen downgraded Stewart Information Services from a “buy” rating to a “hold” rating in a research report on Saturday, July 25th. Finally, Citigroup reiterated a “market outperform” rating on shares of Stewart Information Services in a research report on Monday, October 12th. Four equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, Stewart Information Services currently has a consensus rating of “Moderate Buy” and a consensus target price of $80.25.

Insider Buying and Selling at Stewart Information Services

In related news, insider Brian Glaze sold 1,500 shares of Stewart Information Services stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $69.16, for a total transaction of $103,740.00. Following the completion of the sale, the insider owned 11,784 shares in the company, valued at $814,981.44. This trade represents a 11.29% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Company insiders own 2.94% of the company’s stock.

About Stewart Information Services

Stewart Information Services Corporation (NYSE: STC) is a global provider of title insurance and real estate transaction services. Through its Stewart Title operations, the company helps protect property owners, lenders and other participants from losses arising from defects in a property’s title.

The company offers title searches and examinations, title insurance policies, escrow and closing services, settlement services, and related solutions for residential and commercial real estate transactions.