Stewart Information Services (NYSE:STC) Stock Price Expected to Rise, Keefe, Bruyette & Woods Analyst Says

Stewart Information Services (NYSE:STC) had its price objective boosted by equities researchers at Keefe, Bruyette & Woods from $78.00 to $81.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has an “outperform” rating on the insurance provider’s stock. Keefe, Bruyette & Woods’ target price would indicate a potential upside of 13.37% from the company’s current price.

Other analysts have also recently issued reports about the company. Wall Street Zen cut Stewart Information Services from a “buy” rating to a “hold” rating in a research note on Saturday, April 11th. Citizens Jmp assumed coverage on Stewart Information Services in a research note on Monday, February 2nd. They set a “market outperform” rating and a $80.00 target price for the company. Stephens upgraded Stewart Information Services from an “equal weight” rating to an “overweight” rating and set a $82.00 price target on the stock in a report on Friday, February 27th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Stewart Information Services in a research report on Friday, March 27th. Four equities research analysts have rated the stock with a Buy rating, According to MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $81.00.

Stewart Information Services Price Performance

Shares of STC opened at $71.45 on Friday. The company has a market cap of $2.17 billion, a P/E ratio of 15.95 and a beta of 1.03. Stewart Information Services has a fifty-two week low of $56.39 and a fifty-two week high of $78.61. The company has a quick ratio of 2.21, a current ratio of 2.12 and a debt-to-equity ratio of 0.39. The firm’s 50 day moving average price is $65.04 and its 200 day moving average price is $68.84.

Stewart Information Services (NYSE:STC) last issued its quarterly earnings results on Wednesday, April 22nd. The insurance provider reported $0.78 EPS for the quarter, beating the consensus estimate of $0.52 by $0.26. The company had revenue of $778.40 million during the quarter, compared to analysts’ expectations of $730.43 million. Stewart Information Services had a net margin of 4.19% and a return on equity of 10.07%. The firm’s revenue was up 27.7% compared to the same quarter last year. During the same quarter last year, the company posted $0.25 EPS.

Insider Activity

In other news, Director C Allen Bradley, Jr. bought 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The stock was purchased at an average cost of $65.34 per share, with a total value of $65,340.00. Following the transaction, the director directly owned 21,243 shares in the company, valued at $1,388,017.62. This trade represents a 4.94% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. 2.94% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Stewart Information Services

Several large investors have recently modified their holdings of the company. Peregrine Capital Management LLC acquired a new position in shares of Stewart Information Services in the 1st quarter valued at $3,371,000. Pictet Asset Management Holding SA boosted its stake in Stewart Information Services by 18.9% during the 1st quarter. Pictet Asset Management Holding SA now owns 4,508 shares of the insurance provider’s stock worth $278,000 after purchasing an additional 715 shares during the period. Louisiana State Employees Retirement System acquired a new stake in Stewart Information Services during the 1st quarter worth $825,000. Diversified Trust Co purchased a new position in Stewart Information Services during the 1st quarter worth $218,000. Finally, Hsbc Holdings PLC grew its position in Stewart Information Services by 34.0% during the 4th quarter. Hsbc Holdings PLC now owns 6,964 shares of the insurance provider’s stock worth $487,000 after purchasing an additional 1,766 shares during the last quarter. 96.90% of the stock is owned by institutional investors and hedge funds.

Key Stewart Information Services News

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

• Positive Sentiment: Keefe, Bruyette & Woods raised its price target to $81 and assigned an “outperform” rating, signaling roughly a 13.4% upside from current levels — a clear catalyst supporting further upside. KBW price-target raise
• Positive Sentiment: Q1 results and the earnings call showed a material beat: EPS and revenue topped expectations and management described execution that lifted margins and top-line growth — the core fundamental driver of the stock move. Q1 earnings call transcript
• Positive Sentiment: Analyst/deep-dive coverage highlights that expansion initiatives and acquisitions materially contributed to outperformance despite a softer housing market, reinforcing confidence in Stewart’s growth strategy. Q1 Deep Dive: Expansion & Acquisitions
• Neutral Sentiment: Management outlook calls for modest residential market growth (3–5% in 2026) and targets low‑teen RES margins — constructive long‑run guidance but not a near-term game changer. Guidance on residential growth & margins
• Neutral Sentiment: Full transcripts and call highlights (Seeking Alpha/TipRanks) give investors more detail on execution and capital allocation; useful for conviction but largely confirm the beats rather than change the story. Earnings call transcript (Seeking Alpha)
• Negative Sentiment: Analysts and coverage note that housing remains soft, a macro risk that could pressure future volume and revenues if the housing slowdown deepens — a tail risk to watch. Coverage: outperformance amid soft housing

About Stewart Information Services

Stewart Information Services Corporation (NYSE: STC) is a publicly traded provider of title insurance and real estate transaction services. The company underwrites title insurance policies for residential and commercial properties, offering lenders and property owners protection against title defects and liens. Beyond title insurance, Stewart delivers a range of ancillary services, including closing and escrow administration, property valuation, and risk mitigation solutions designed to streamline the mortgage process and reduce operational complexity for clients.

In addition to core title and settlement services, Stewart offers technology-driven products aimed at enhancing transparency and efficiency in real estate transactions.