Title insurance provider Stewart Q3 adjusted profit beats estimates on strong investment income

Stewart Information Services

22/10/2025 21:38

Overview

Stewart Q3 revenue grows 19% yr/yr, beating analyst expectations, per LSEG data

Adjusted EPS for Q3 beats consensus

Net income for Q3 rises to $44.3 mln, driven by higher title revenues

Outlook

Company did not provide specific guidance for future quarters or full year in the press release

Result Drivers

TITLE REVENUE GROWTH - Title segment revenues increased 19% driven by direct and agency operations

INVESTMENT INCOME - Higher investment income from escrow balances contributed to revenue growth

TITLE LOSS EXPENSE - Decreased title loss expenses due to favorable claims experience

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$796.90 mln
$737.30 mln (1 Analyst)
Q3 Adjusted EPS
Beat
$1.64
$1.38 (1 Analyst)
Q3 Net Income
$44.30 mln


Analyst Coverage

The one available analyst rating on the shares is "hold"

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 $78.00, about 8.3% above its October 21 closing price of $71.50

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nPn3PmL3pa

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