Stewart Information Q2 revenue beats, helped by data center transactions

Stewart Information Services

22/07/2026 21:32

    

    Overview
  
US real estate services firm's Q2 revenue rose 25% yr/yr, beating analyst expectations
Adjusted EPS and net income for Q2 increased from prior year quarter
Revenue growth driven by strong title and real estate solutions segments, including higher commercial transaction volume

    

    Outlook
  
Company did not provide specific guidance for the current or future quarters

    

    Result Drivers
  
COMMERCIAL TITLE GROWTH - Higher domestic commercial transaction volume and larger data center transactions drove a 20% increase in domestic commercial title revenues
AGENCY TITLE REVENUE - Agency title revenues rose 25% on higher transaction volume, with net agency title revenues up 26%
REAL ESTATE SOLUTIONS EXPANSION - Segment revenue jumped 75%, mainly due to the MCS acquisition and higher credit information and valuation services revenue

    
Company press release: ID:nPn3g6n0sa

    

    Key Details
  

            Metric
          

            Beat/Miss
          

            Actual
          

            Consensus Estimate
          
Q2 Revenue
Beat
$899.2 mln
$846.73 mln (3 Analysts)
Q2 EPS
 
$1.21
 
Q2 Net Income
 
$37.2 mln
 

    

    Analyst Coverage
  
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the property & casualty insurance peer group is "buy"
Wall Street's median 12-month price target for Stewart Information Services Corp is $80.00, about 14.1% above its July 21 closing price of $70.13
The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 10 three months ago

    

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)