Stewart Information Services (NYSE:STC) Shares Gap Down on Disappointing Earnings

Stewart Information Services Corporation (NYSE:STC) shares gapped down before the market opened on Thursday following a weaker than expected earnings announcement. The stock had previously closed at $69.71, but opened at $63.96. Stewart Information Services shares last traded at $66.2030, with a volume of 81,785 shares traded.

The insurance provider reported $1.39 earnings per share for the quarter, missing analysts’ consensus estimates of $1.63 by ($0.24). The business had revenue of $895.80 million during the quarter, compared to analyst estimates of $838.07 million. Stewart Information Services had a net margin of 4.12% and a return on equity of 10.14%. Stewart Information Services’s revenue for the quarter was up 24.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.34 EPS.

Stewart Information Services Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Monday, June 15th were given a dividend of $0.525 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $2.10 dividend on an annualized basis and a yield of 3.3%. Stewart Information Services’s payout ratio is presently 46.88%.

More Stewart Information Services News

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

• Positive Sentiment: Second-quarter revenue of $895.8 million beat Wall Street expectations of $838.1 million, and was up 24.5% from a year ago, showing strong top-line growth. Stewart Information Services Q2 2026 earnings report
• Positive Sentiment: The company also reported higher adjusted net income and adjusted EPS year over year, with adjusted EPS rising to $1.39 from $1.34, indicating improved profitability on an adjusted basis. Stewart Reports Second Quarter 2026 Results
• Neutral Sentiment: Management’s earnings-call commentary, highlighted in recent coverage, pointed to a “profitable growth path,” suggesting a constructive long-term outlook but no major new catalyst beyond the earnings release. Stewart Information Services Signals Profitable Growth Path
• Neutral Sentiment: Analyst coverage updates were broadly supportive, with brokerages reportedly setting a consensus price target of $81.67 and Benchmark initiating coverage, but these are secondary to the earnings miss/beat mix. Brokerages Set Stewart Information Services Corporation (NYSE:STC) PT at $81.67
• Negative Sentiment: Adjusted EPS of $1.39 missed analyst estimates of $1.63, which is likely the main reason the stock has moved lower despite the revenue beat. Stewart Information Services stock report

Analyst Upgrades and Downgrades

A number of research firms have issued reports on STC. Zacks Research upgraded shares of Stewart Information Services to a “hold” rating in a research report on Wednesday, May 27th. Benchmark assumed coverage on shares of Stewart Information Services in a report on Tuesday. They set a “buy” rating and a $87.00 price target on the stock. Keefe, Bruyette & Woods dropped their price target on shares of Stewart Information Services from $81.00 to $77.00 and set an “outperform” rating on the stock in a research note on Thursday, June 25th. Weiss Ratings raised shares of Stewart Information Services from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, June 5th. Finally, Stephens reiterated an “overweight” rating and set a $88.00 price objective on shares of Stewart Information Services in a report on Monday, May 18th. Five research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $83.00.

Insider Activity at Stewart Information Services

In other news, Director C Allen Bradley, Jr. acquired 1,000 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The shares were purchased at an average price of $63.87 per share, for a total transaction of $63,870.00. Following the completion of the acquisition, the director owned 25,034 shares of the company’s stock, valued at approximately $1,598,921.58. This represents a 4.16% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 2.94% of the company’s stock.

Institutional Trading of Stewart Information Services

Institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its stake in shares of Stewart Information Services by 4.6% during the 4th quarter. Vanguard Group Inc. now owns 2,044,758 shares of the insurance provider’s stock worth $143,665,000 after purchasing an additional 90,233 shares during the last quarter. Capital International Investors lifted its stake in shares of Stewart Information Services by 10.2% in the 4th quarter. Capital International Investors now owns 842,077 shares of the insurance provider’s stock valued at $59,164,000 after purchasing an additional 77,618 shares during the last quarter. Millennium Management LLC lifted its stake in shares of Stewart Information Services by 75.9% in the 4th quarter. Millennium Management LLC now owns 701,148 shares of the insurance provider’s stock valued at $49,263,000 after purchasing an additional 302,623 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Stewart Information Services by 0.3% in the fourth quarter. Geode Capital Management LLC now owns 663,625 shares of the insurance provider’s stock worth $46,634,000 after purchasing an additional 2,234 shares in the last quarter. Finally, Cooke & Bieler LP boosted its holdings in Stewart Information Services by 2.1% in the fourth quarter. Cooke & Bieler LP now owns 563,003 shares of the insurance provider’s stock worth $39,557,000 after purchasing an additional 11,484 shares in the last quarter. 96.90% of the stock is currently owned by institutional investors and hedge funds.

Stewart Information Services Price Performance

The company has a debt-to-equity ratio of 0.39, a current ratio of 2.12 and a quick ratio of 2.12. The stock has a market capitalization of $1.96 billion, a P/E ratio of 14.10 and a beta of 0.99. The stock’s fifty day moving average is $67.10 and its 200-day moving average is $66.80.

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.