STC · NYSE · Insurance - Property & Casualty

Stewart Information Services (STC)

Underwrites title insurance and supports property closings, mortgage decisions and servicing workflows.

$62.65
vs last close−0.24 (−0.39%)
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Stewart Information Services CorporationSTC
Financial sector

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

CEOFrederick H. Eppinger
ListedFeb 21, 1973
ExchangeNYSE
HeadquartersHouston, TX
CountryUnited States
Employees7,800
CIK0000094344
ISINUS8603721015

Market cap$1.91B
EPS (ttm)$4.56
P/E (ttm)13.79
ROE8.4%
P/B1.15
P/S0.5855
Dividend yieldDiv yield3.38%
Beta0.36vs XLF 0.82

Price target$87.00+38.3%Average of 8 analysts
ConsensusHold3 of 8 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jul 27, 2026Keefe, Bruyette & WoodsDowngrade
Rating: Outperform
Rating: Market Perform
Jul 21, 2026Benchmark Co.Target
Target:
Target: $87
Jul 20, 2026BenchmarkInitiate
Rating:
Rating: Buy
Feb 27, 2026Stephens & Co.Upgrade
Rating: Equal Weight
Rating: Overweight
Jan 26, 2026Keefe, Bruyette & WoodsUpgrade
Rating: Market Perform
Rating: Outperform

Next report
Oct 28, 26
in 35 days
EPS estimate
$1.63
Revenue estimate
$929.6M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$1.12$0.25$1.34$1.64$1.65$0.78$1.39Pending
Estimate$1.11$0.33$1.37$1.34$1.37$0.52$1.63$1.63
Surprise+0.9%−24.2%−2.2%+22.4%+20.4%+50.0%−14.7%

RevenueReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$665.9M$596.3M$722.2M$796.9M$794.4M$778.4M$895.8MPending
Estimate$645.7M$595.5M$722.5M$773.7M$770.6M$730.4M$838.1M$929.6M
Surprise+3.1%+0.1%0.0%+3.0%+3.1%+6.6%+6.9%
Estimate$1.63
ReportedDue Oct 28, 2026
Estimate$929.6M
ReportedDue Oct 28, 2026
View details

Debt to equity46.30%
Current ratio67.90%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$667.9M$665.9M$612.0M$722.2M$796.9M$790.6M$781.3M$899.2M
Net income$30.1M$22.7M$3.1M$31.9M$44.3M$36.3M$17.0M$37.2M
Net margin4.5%3.4%0.5%4.4%5.6%4.6%2.2%4.1%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$42.8M$35.4M$5.9M$46.8M$61.2M$51.7M$31.3M$55.1M
YoY growth+58.1%+88.3%−17.4%+61.3%+43.0%+46.2%+429.7%+17.8%

Balance sheet, Jun 30, 2026Cash & short-term investments $308.5M · Total debt $771.0M · Total assets $3.29B · Shareholders' equity $1.66B

Revenue
$899.2M
Operating income
$55.1M
Net income
$37.2M
View details

Dividend yield
3.38%
Next ex-date
Dec 15, 26
estimated · in 83 days
Annual dividend
$2.13
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Dec '24Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26
Dividend$0.50$0.50$0.50$0.525$0.525$0.525$0.525$0.55
Annual yield2.62%2.77%3.27%2.79%2.76%3.24%3.20%3.22%
Ex-dateDec 16Mar 17Jun 16Sep 16Dec 15Mar 16Jun 15Sep 15
Payment dateDec 30Mar 31Jun 30Sep 30Dec 30Mar 31Jun 30Sep 30
View details

Institutions≈ 98.69%30.12M shares
253 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders2.09%636.5K shares
20 holders · as of Aug 24, 2026
Adds to100.78%

30.52M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 100.78%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
17.23%5.26Mas of Jun 30, 2026
FMR LLCInstitution
8.92%2.72Mas of Jun 30, 2026
Neuberger Berman Group LLCInstitution
8.35%2.55Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
5.12%1.56Mas of Jun 30, 2026
State Street CorpInstitution
4.54%1.39Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 21, 2026Brian Glazeofficer: PAO−1,500$69.16
Jun 1, 2026C. Allen Jr Bradleydirector+1,000$63.87
Apr 24, 2026David C. Hiseyofficer: Chief Financial Officer−10,992$71.28
Mar 11, 2026C. Allen Jr Bradleydirector+300$63.15
Mar 12, 2026C. Allen Jr Bradleydirector+700$62.59
View details

Compare

CompanyPriceChange
Stewart Information Services$62.65−0.39%$1.91B13.810.00.6+24.0%
Fidelity National Financial$42.20−0.82%$11.45B14.87.90.7+11.4%
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Old Republic International$38.65−0.33%$9.45B8.512.01.0+13.4%
Investors Title$291.90−0.33%$552.9M13.71.9+17.5%
Median11.79.81.3+14.2%