Stewart Information Services (NYSE:STC) Hits New 12-Month Low on Disappointing Earnings

Stewart Information Services Corporation (NYSE:STC) reached a new 52-week low during trading on Thursday after the company announced weaker than expected quarterly earnings. The stock traded as low as $48.20 and last traded at $48.2850, with a volume of 150,048 shares changing hands. The stock had previously closed at $52.57.

The insurance provider reported $1.33 EPS for the quarter, missing the consensus estimate of $1.50 by ($0.17). The business had revenue of $900.70 million during the quarter, compared to analyst estimates of $903.67 million. Stewart Information Services had a return on equity of 10.02% and a net margin of 4.12%. During the same quarter last year, the firm earned $1.64 EPS.

Stewart Information Services Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 15th were paid a $0.55 dividend. This represents a $2.20 annualized dividend and a dividend yield of 4.6%. The ex-dividend date was Tuesday, September 15th. This is a boost from Stewart Information Services’s previous quarterly dividend of $0.5250. Stewart Information Services’s dividend payout ratio (DPR) is 48.25%.

More Stewart Information Services News

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, supported by 5% growth in the title segment and a 68% rise in real estate solutions revenue to $196.5 million. The real estate solutions growth was driven largely by the MCS acquisition and higher credit information and valuation-services revenue. Stewart Reports Third Quarter 2026 Results
• Neutral Sentiment: Management reported $46.6 million of operating cash flow for the quarter, down from $92.6 million a year earlier. The company scheduled its third-quarter earnings call for October 22, where investors may seek additional detail on margins, acquisition performance and the outlook. Stewart Third-Quarter Revenue and EPS Report
• Negative Sentiment: Adjusted third-quarter EPS was $1.33, below the $1.50 consensus estimate, while revenue slightly missed the $903.67 million forecast. GAAP diluted EPS fell to $0.98 from $1.55 a year earlier, and adjusted net income declined to $41.2 million from $46.7 million. Stewart Information Services Q3 Profit Falls 32%
• Negative Sentiment: DOWLING & PARTN lowered its FY2026 EPS forecast to $4.89 from $5.26, below the current consensus estimate of $5.26. The estimate cut reinforces concerns that weaker earnings conversion and lower profitability could persist beyond the quarter. Stewart Information Services Analyst Estimate Update

Analysts Set New Price Targets

A number of analysts recently weighed in on STC shares. 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. Weiss Ratings downgraded shares of Stewart Information Services from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday. Wall Street Zen downgraded shares of Stewart Information Services from a “buy” rating to a “hold” rating in a research note on Saturday, July 25th. Keefe, Bruyette & Woods downgraded shares of Stewart Information Services from an “outperform” rating to a “market perform” rating and dropped their price objective for the company from $77.00 to $71.00 in a research report on Monday, July 27th. Finally, Benchmark assumed coverage on shares of Stewart Information Services in a research report on Tuesday, July 21st. They issued a “buy” rating and a $87.00 price objective on the stock. Four analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, Stewart Information Services presently has an average rating of “Moderate Buy” and an average price target of $80.25.

Insider Buying and Selling

In other Stewart Information Services news, insider Brian Glaze sold 1,500 shares of the company’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $69.16, for a total value of $103,740.00. Following the completion of the transaction, the insider owned 11,784 shares in the company, valued at $814,981.44. This represents a 11.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 2.94% of the stock is owned by corporate insiders.

Institutional Trading of Stewart Information Services

A number of large investors have recently made changes to their positions in STC. Kings Path Partners LLC acquired a new position in Stewart Information Services during the third quarter worth approximately $52,000. Farther Finance Advisors LLC raised its position in Stewart Information Services by 20.4% in the 3rd quarter. Farther Finance Advisors LLC now owns 2,794 shares of the insurance provider’s stock valued at $139,000 after purchasing an additional 473 shares during the last quarter. Versant Capital Management Inc boosted its stake in Stewart Information Services by 93.6% during the 3rd quarter. Versant Capital Management Inc now owns 1,152 shares of the insurance provider’s stock worth $57,000 after purchasing an additional 557 shares during the period. Envestnet Portfolio Solutions Inc. grew its position in Stewart Information Services by 34.0% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 6,351 shares of the insurance provider’s stock worth $419,000 after purchasing an additional 1,612 shares during the last quarter. Finally, Engineers Gate Manager LP increased its stake in Stewart Information Services by 20.0% in the second quarter. Engineers Gate Manager LP now owns 5,146 shares of the insurance provider’s stock valued at $340,000 after purchasing an additional 858 shares during the period. 96.90% of the stock is owned by institutional investors and hedge funds.

Stewart Information Services Trading Down 8.2%

The business’s 50 day simple moving average is $61.54 and its 200 day simple moving average is $65.21. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.98 and a quick ratio of 1.98. The company has a market capitalization of $1.47 billion, a price-to-earnings ratio of 10.59 and a beta of 1.04.

Stewart Information Services Company Profile

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.