Stewart Information Q1 revenue beats estimates on commercial title segment growth

Stewart Information Services

22/04/2026 21:34

Overview

US real estate services firm's Q1 revenue rose 28%, beating analyst expectations

Adjusted EPS for Q1 rose to $0.78 from $0.25 yr/yr

Outlook

Company did not provide specific financial guidance for the current or future periods

Result Drivers

COMMERCIAL TITLE GROWTH - Higher commercial transaction size and volume, especially in energy, industrial, site development, data center and retail asset classes, drove domestic commercial title revenue up 35%

CREDIT SERVICES & ACQUISITION - Real estate solutions segment revenue rose 66%, mainly from higher credit information services revenues and the recently-acquired MCS business

IMPROVED CLAIMS EXPERIENCE - Title loss expense as a percentage of title operating revenues improved to 3.1% from 3.5%, mainly due to continued overall favorable claims experience

Company press release: ID:nPn4Zl7FTa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$781.30 mln
$730.43 mln (3 Analysts)
Q1 Net Income
$17 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "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 $79.00, about 17.5% above its April 21 closing price of $67.25

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 12 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)