Stewart Information Services
Underwrites title insurance and supports property closings, mortgage decisions and servicing workflows.
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Profile
Underwrites title insurance and earns one-time premiums through direct offices and independent agencies, alongside closing, settlement and escrow fees. Mortgage and real estate services add credit data, valuations, online notarization, property preservation and search work, with demand tied to transaction and loan-servicing activity.
Underwrites residential and commercial title insurance, searches and examines property records, and handles closings, settlement and escrow. The operating model combines direct transaction execution with a network of approved independent agencies; adjacent title offerings include tax-deferred exchanges and home and personal insurance.
Extends beyond title through credit and real estate data, valuation management, online notarization and closing, property preservation, field and search services for mortgage lenders, servicers, brokers, agents and investors. Operations are concentrated in the United States, with smaller businesses in Australia, Canada and the United Kingdom. Revenue depends on purchase, refinance and commercial transaction volumes, while title rates, policy forms, reserves, agency licensing and transfers from regulated insurance subsidiaries are governed mainly at the state level.
Company facts
Key statistics
Year to date −0.1% · Average volume (30d) 216.0K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Target |
|---|---|---|---|---|---|
| Jul 27, 2026 | Keefe, Bruyette & Woods | Downgrade | Outperform | Market Perform | |
| Jul 21, 2026 | Benchmark Co. | Target | $87 | ||
| Jul 20, 2026 | Benchmark | Initiate | Buy | ||
| Feb 27, 2026 | Stephens & Co. | Upgrade | Equal Weight | Overweight | |
| Jan 26, 2026 | Keefe, Bruyette & Woods | Upgrade | Market Perform | Outperform |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 22, 2026Q2 FY26 | $1.63 | $1.39 | −14.7% | $838.1M | $895.8M | +6.9% | −7.83% |
| Apr 22, 2026Q1 FY26 | $0.52 | $0.78 | +50.0% | $730.4M | $778.4M | +6.6% | +3.87% |
| Feb 4, 2026Q4 FY25 | $1.37 | $1.65 | +20.4% | $770.6M | $794.4M | +3.1% | +2.92% |
| Oct 22, 2025Q3 FY25 | $1.34 | $1.64 | +22.4% | $773.7M | $796.9M | +3.0% | −4.10% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $612.0M | $722.2M | $796.9M | $790.6M | $781.3M | $899.2M | |
| Gross profit | $594.3M | $700.7M | $777.4M | $490.6M | $486.7M | $877.2M | |
| Operating income | $5.9M | $46.8M | $61.2M | $51.7M | $31.3M | $55.1M | |
| Net income | $3.1M | $31.9M | $44.3M | $36.3M | $17.0M | $37.2M | |
| Diluted EPS | $0.11 | $1.13 | $1.55 | $1.25 | $0.55 | $1.21 | |
| Gross margin | 97.1% | 97.0% | 97.5% | 62.1% | 62.3% | 97.5% | |
| Operating margin | 1.0% | 6.5% | 7.7% | 6.5% | 4.0% | 6.1% |
Fiscal years (4-quarter sums)FY21 $3.31B · FY22 $3.07B · FY23 $2.26B · FY24 $2.49B · FY25 $2.92B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $308.5M · Total debt $771.0M · Total assets $3.29B · Shareholders' equity $1.66B
Dividends
Raised for 16 straight years — most recently to $0.525 from $0.50 in Sep 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 15, 2026 | Jun 15 | Jun 30 | $0.525 | |
| Mar 16, 2026 | Mar 16 | Mar 31 | $0.525 | |
| Dec 15, 2025 | Dec 15 | Dec 30 | $0.525 | |
| Sep 16, 2025 | Sep 16 | Sep 30 | $0.525 | raised from $0.50 |
| Jun 16, 2025 | Jun 16 | Jun 30 | $0.50 | |
| Mar 17, 2025 | Mar 17 | Mar 31 | $0.50 | |
| Dec 16, 2024 | Dec 16 | Dec 30 | $0.50 | |
| Sep 16, 2024 | Sep 16 | Sep 30 | $0.50 | raised from $0.475 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 30.43M · Float 29.79M · 97.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.26M | 17.29% | 13F | Aug 7, 2026 |
| FMR LLC | 2.72M | 8.95% | 13F | Aug 13, 2026 |
| Neuberger Berman Group LLC | 2.55M | 8.38% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 1.56M | 5.13% | 13F | Aug 11, 2026 |
| State Street Corp | 1.39M | 4.56% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | Brian Glaze | officer: PAO | −1,500 | $69.16 |
| Jun 1, 2026 | C. Allen Jr Bradley | director | +1,000 | $63.87 |
| Apr 24, 2026 | David C. Hisey | officer: Chief Financial Officer | −10,992 | $71.28 |
| Mar 11, 2026 | C. Allen Jr Bradley | director | +300 | $63.15 |
| Mar 12, 2026 | C. Allen Jr Bradley | director | +700 | $62.59 |
Peers
- Fidelity National Financial
Largest title peer across underwriting, escrow, and lender services
- First American Financial
Scaled title, settlement, data, and valuation competitor
- Old Republic International
National title-insurance rival inside a diversified insurer
- Investors Title
Smaller public title underwriter with regional overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Stewart Information Services | $69.91 | 0.00% | $2.13B | 15.3 | 11.1 | 0.7 | +24.0% |
| Fidelity National Financial | $47.56 | −0.02% | $12.80B | 16.5 | 8.9 | 0.8 | +11.4% |
| First American Financial | $74.47 | −0.03% | $7.60B | 10.3 | 10.6 | 1.8 | +15.0% |
| Old Republic International | $42.07 | 0.00% | $10.25B | 9.2 | 13.1 | 1.1 | +13.4% |
| Investors Title | $299.34 | −0.02% | $565.2M | 14.0 | — | 1.9 | +17.5% |
| Median | 12.2 | 10.6 | 1.4 | +14.2% |