Stewart Information Services Corporation, through its subsidiaries, provides title insurance and real estate transaction-related services in the United States and internationally. It handles searching, examining, closing, and insuring the condition of title to real property. The company also offers home and personal insurance, tax-deferred exchange services, and digital customer engagement platforms, along with appraisal management, online notarization and closing, credit and real estate information, and search and valuation management services. It serves homebuyers and sellers, residential and commercial real estate professionals, mortgage lenders and servicers, title agencies and real estate attorneys, and home builders through direct operations, a network of independent agencies, and other businesses. Founded in 1893, Stewart Information Services Corporation is headquartered in Houston, Texas.
First American Financial Corporation continues to face pressure from elevated mortgage rates, which are weighing on its residential title business. The 30-year fixed mortgage rate averaged 6.66% as of August 27, up from 6.56% a year earlier. In the second quarter of 2026, purchase revenues rose only 2%, as a 6% increase in average revenues per order was partly offset by a 3% decline in closed orders. Refinance revenues jumped 18% after a temporary rate decline, but volumes moderated as rates moved higher. However, commercial title activity is helping offset the weakness, with commercial revenues up 34% to $314 million in the quarter, and adjusted net investment income rose 11.4% to a record $1.88 billion. A decline in mortgage rates remains a key potential catalyst for the company. Among peers, Stewart Information Services expects existing-home sales growth of only about 2% in 2026, down from its earlier 6-8% expectation, while Fidelity National Financial saw adjusted pretax title earnings rise 33% to $448 million. First American's shares have gained 14.3% in the past year, outperforming the industry's 1.4% growth, and the stock trades at a price-to-book multiple of 1.33, below the industry average of 1.42. The Zacks Consensus Estimate for 2026 revenues is $8.2 billion, up 9.5% year over year, and earnings per share are expected to rise 17.5%.
FAF · Monetary · Negative Elevated mortgage rates weigh on residential title business, with purchase revenues up only 2% and refinance volumes moderating.
STC · Demand · Negative Stewart Information Services expects existing-home sales growth of only about 2% in 2026, down from earlier 6-8% expectation, reflecting weak housing demand.
FNF · Capital · Positive Fidelity National Financial saw adjusted pretax title earnings rise 33% to $448 million, indicating strong performance.
Stewart acquires Tower Title to expand infrastructure business
Stewart Information Services has acquired Tower Title, a national provider of telecommunications-focused title services, to strengthen its National Commercial Services and Energy & Infrastructure group. Tower Title, founded in 2019, serves telecommunications, solar farms, wind turbines, data centers, and billboard projects nationwide. Its leadership team will continue operating the business under Matt Skalka, Stewart's senior vice president for Energy & Infrastructure.
Stewart Information Services Stock Jumps 4.9% on Strong Second-Quarter Earnings
Shares of title insurance provider Stewart Information Services rose 4.9% after the company reported strong second-quarter 2026 earnings. Total revenues increased by $177 million, or 25%, while net income improved by $5 million, or 17%, compared to the same period last year. Diluted earnings per share came in at $1.21, up from $1.13, and adjusted net income was $43 million, or $1.39 per share, versus $38 million, or $1.34 per share, a year earlier. The company also noted increased spending on talent and acquisitions to support future expansion. The stock closed at $67.44, up 5% from the previous close.
Stewart Information expects full-year revenue up 20% and earnings up 30% despite softer housing outlook
Stewart Information Services Corporation anticipates full-year revenue growth of about 20% and earnings growth of about 30%, even as it now expects existing home sales growth to top around 2% for the year, down from a prior forecast of 3% to 5%. CEO Frederick Eppinger said the company made additional investments of around $8 million in the second quarter to boost organic growth initiatives in three of its title businesses, which slowed quarterly earnings growth to 13%. Second-quarter total revenues increased $177 million or 25%, while net income improved $5 million or 17%, with diluted earnings per share of $1.21 compared to $1.13 a year earlier. The company is working on transactions expected to close in the next 60 to 120 days, funded by excess capital, and sees year-over-year margin improvement of about 0.5 percentage points. The Real Estate Solutions segment saw revenues rise 75% and adjusted pretax income more than double to $27 million, while Title segment pretax income was comparable to last year as operating expenses rose 17%.
Stewart Information Services Set to Report Q2 Earnings After Wednesday’s Close
Stewart Information Services will report its second-quarter earnings after the market closes on Wednesday. The company beat revenue expectations last quarter, posting $781.3 million, a 27.7% year-on-year increase. For this quarter, analysts expect revenue to grow 17.3% year on year, a slowdown from the 19.9% growth in the same period last year. The company has a history of exceeding Wall Street estimates, and analysts have largely maintained their forecasts over the past 30 days. Stewart Information Services shares have risen 5.8% over the last month, compared to a 9.8% average gain in the property and casualty insurance segment, and the stock enters earnings with an average analyst price target of $81.67 versus a current price of $70.05.
STC · Capital · Neutral The article reports upcoming Q2 earnings, past revenue beat, and analyst expectations, but no actual results or guidance are given, making the impact unclear.
Property and Casualty Insurers Post Mixed Q1 as Bowhead Specialty Leads with 26.9% Revenue Growth
Property and casualty insurance stocks delivered mixed first-quarter results, with aggregate revenues beating analyst consensus by 1.9%. Bowhead Specialty reported revenues of $155.7 million, up 26.9% year on year and exceeding expectations by 5.5%, driven by 24% growth in gross written premiums. Stewart Information Services posted the best performance relative to estimates with revenues of $781.3 million, a 27.7% increase that beat forecasts by 4.6%, while Fidelity National Financial was the weakest, missing revenue expectations by 10.7% with $3.23 billion. Lemonade achieved the fastest revenue growth among peers at 70.6% to $258 million, and American Financial Group's revenues rose 1.7% to $1.76 billion but fell 5% short of estimates. Share prices across the group have risen 7.9% on average since reporting.
Q1 Earnings Outperformers: HCI Group And The Rest Of The Property & Casualty Insurance Stocks
The 32 property and casualty insurance stocks tracked reported mixed first-quarter results, with revenues beating analysts' consensus estimates by 1.9%. HCI Group reported revenues of $242.9 million, up 12.2% year on year, falling short of expectations by 1.1% but still delivering a strong quarter with beats on book value per share and net premiums earned. Stewart Information Services was the best performer, with revenues of $781.3 million, up 27.7% year on year and beating estimates by 4.6%, while Fidelity National Financial was the weakest, reporting revenues of $3.23 billion, up 18.2% year on year but missing estimates by 10.7%. Mercury General and Bowhead Specialty also posted strong results, with revenue beats of 5.4% and 5.5% respectively. Share prices of the group have been resilient, up 7.5% on average since the latest earnings results.
FNF · Capital · Negative Fidelity National Financial reported Q1 revenues missing estimates by 10.7%, the weakest in the group.
STC · Capital · Positive Stewart Information Services was the best performer with Q1 revenues up 27.7% and beating estimates by 4.6%.
HCI · Capital · Neutral HCI Group reported Q1 revenues up 12.2% but missed estimates by 1.1%; however, it beat on book value per share and net premiums earned.
BOW · Capital · Positive Bowhead Specialty posted strong Q1 results with revenue beat of 5.5%.
MCY · Capital · Positive Mercury General posted strong Q1 results with revenue beat of 5.4%.
MasTec Named Growth Stock to Watch, Stewart and Independent Bank Underwhelm
StockStory highlights MasTec as a growth stock to watch, while flagging Stewart Information Services and Independent Bank as underwhelming. MasTec, an infrastructure construction firm, saw its backlog grow 24.1% on average over the past two years and projects 18.2% revenue growth for the next 12 months, with earnings per share compounding at 77.1% annually over the last two years. In contrast, Stewart Information Services posted only 1.2% annualized net premiums earned growth over five years and a 6.5% annual decline in earnings per share, while Independent Bank's 3.9% annual tangible book value per share growth over two years lagged peers and its return on equity was below average.
MTZ · Capital · Positive named a growth stock to watch with 24.1% average backlog growth, 18.2% projected revenue growth, and 77.1% annual EPS compounding
INDB · Capital · Negative 3.9% annual tangible book value per share growth over two years lagged peers and return on equity below average
STC · Capital · Negative only 1.2% annualized net premiums earned growth over five years and 6.5% annual decline in earnings per share
MGIC Investment reported first-quarter revenues of $297.1 million, down 3% year over year and 1% below analyst expectations. The company, which provides private mortgage insurance, posted a narrow beat on earnings per share but saw its stock fall 7.1% since the results. Among the 32 property and casualty insurers tracked, the group overall beat revenue estimates by 1.9% and shares have risen 4.6% on average. Stewart Information Services was the best performer with revenues up 27.7% to $781.3 million, while Fidelity National Financial was the weakest, missing estimates by 10.7% despite an 18.2% revenue increase to $3.23 billion.
Palomar Holdings Q1 Revenue Rises 59.7% to $278.9 Million
Palomar Holdings reported first-quarter revenues of $278.9 million, a 59.7% increase year on year, exceeding analyst expectations by 5.8%. The specialty insurer, which focuses on catastrophe coverage including earthquake insurance, posted a mixed quarter with a strong beat on net premiums earned but a significant miss on book value per share estimates. Among 32 property and casualty insurance stocks tracked, the group overall beat revenue consensus by 1.9% and saw average share prices rise 3.2% since reporting. Stewart Information Services delivered the best performance relative to estimates with revenues of $781.3 million, while Fidelity National Financial was the weakest, missing revenue expectations by 10.7% with $3.23 billion. Palomar shares are up 5% since the report, trading at $116.30.
PLMR · Capital · Positive Palomar Holdings reported Q1 revenue of $278.9M, beating analyst expectations by 5.8%, and shares rose 5% since the report.
FNF · Demand · Negative Fidelity National Financial missed revenue expectations by 10.7%, indicating weaker demand for its services.
STC · Demand · Positive Stewart Information Services delivered the best performance relative to estimates with revenues of $781.3M, indicating strong demand.
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