Stewart Information Services Corporation (STC) – What Are Investment Firms Thinking About This Stock?

Shares of Stewart Information Services Corporation (NYSE:STC) have been assigned an average recommendation of “Hold” from the seven brokerages that are currently covering the company, Marketbeat Ratings reports. One research analyst has rated the stock with a sell recommendation, two have given a hold recommendation and four have issued a buy recommendation on the company. The average 12 month price target among analysts that have updated their coverage on the stock in the last year is $80.25.

STC has been the topic of a number of research reports. Wall Street Zen cut shares of Stewart Information Services from a “buy” rating to a “hold” rating in a report on Saturday, July 25th. Citizens Jmp reduced their price objective on Stewart Information Services from $80.00 to $75.00 and set a “market outperform” rating for the company in a report on Monday, October 12th. Citigroup reissued a “market outperform” rating on shares of Stewart Information Services in a research report on Monday, October 12th. Keefe, Bruyette & Woods lowered Stewart Information Services from an “outperform” rating to a “market perform” rating and lowered their target price for the company from $77.00 to $71.00 in a research note on Monday, July 27th. Finally, Weiss Ratings cut Stewart Information Services from a “hold (c+)” rating to a “hold (c)” rating in a research report on Monday, October 19th.

Stewart Information Services Stock Performance

Shares of Stewart Information Services stock opened at $44.01 on Monday. The business’s fifty day simple moving average is $60.69 and its 200 day simple moving average is $65.01. The company has a current ratio of 1.85, a quick ratio of 1.98 and a debt-to-equity ratio of 0.39. Stewart Information Services has a 12 month low of $43.48 and a 12 month high of $78.61. The firm has a market capitalization of $1.34 billion, a P/E ratio of 11.03 and a beta of 1.04.

Stewart Information Services (NYSE:STC) last released its earnings results on Wednesday, October 21st. The insurance provider reported $1.33 earnings per share for the quarter, missing analysts’ consensus estimates of $1.50 by ($0.17). Stewart Information Services had a net margin of 3.58% and a return on equity of 9.39%. The company had revenue of $900.70 million during the quarter, compared to analysts’ expectations of $903.67 million. During the same quarter in the previous year, the firm earned $1.64 earnings per share. As a group, analysts anticipate that Stewart Information Services will post 4.89 EPS for the current year.

Stewart Information Services Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Investors of record on Tuesday, September 15th were paid a $0.55 dividend. The ex-dividend date was Tuesday, September 15th. This represents a $2.20 dividend on an annualized basis and a yield of 5.0%. This is an increase from Stewart Information Services’s previous quarterly dividend of $0.5250. Stewart Information Services’s dividend payout ratio (DPR) is presently 55.14%.

Insider Transactions at Stewart Information Services

In other Stewart Information Services news, insider Brian Glaze sold 1,500 shares of the company’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $69.16, for a total transaction of $103,740.00. Following the sale, the insider directly owned 11,784 shares of the company’s stock, valued at $814,981.44. This represents a 11.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 2.94% of the company’s stock.

Hedge Funds Weigh In On Stewart Information Services

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Bank of America Corp DE purchased a new stake in shares of Stewart Information Services during the 2nd quarter valued at approximately $10,991,000. Deutsche Bank AG purchased a new position in Stewart Information Services in the 2nd quarter valued at approximately $2,191,000. The Manufacturers Life Insurance Company purchased a new position in Stewart Information Services in the 2nd quarter valued at approximately $987,000. BlackRock Inc. purchased a new position in Stewart Information Services in the 2nd quarter valued at approximately $347,274,000. Finally, Empowered Funds LLC bought a new stake in Stewart Information Services during the 2nd quarter valued at $8,211,000. Institutional investors own 96.90% of the company’s stock.

Stewart Information Services News Roundup

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

• Positive Sentiment: Third-quarter revenue reached a record level, indicating continued business volume and providing some support for the long-term outlook. However, the revenue performance was not enough to offset weaker earnings. Stewart Information Services Q3 2026: Revenue Record Masks a Profit Slide
• Neutral Sentiment: Management discussed the quarter and the company’s outlook during its earnings call, giving investors additional context on operating conditions and future performance. Stewart Information Services Q3 2026 Earnings Call Transcript
• Negative Sentiment: Third-quarter adjusted earnings were $1.33 per share, below the $1.50 analyst consensus, while revenue of approximately $900.7 million also slightly missed expectations. Profit fell 32% year over year, despite the revenue record, reinforcing concerns about margins and earnings quality. Stewart Information Services Q3 Profit Falls 32%
• Negative Sentiment: DOWLING & PARTN reduced its 2026 EPS forecast to $4.89 from $5.26, matching the current consensus estimate. It also cut its 2027 forecast to $5.20 from $6.25 and its 2028 forecast to $6.05 from $7.05. The multi-year reductions suggest analysts expect a slower earnings recovery than previously projected. Stewart Information Services analyst estimates

About Stewart Information Services

Stewart Information Services Corporation (NYSE: STC) is a global provider of title insurance and real estate transaction services. Through its Stewart Title operations, the company helps protect property owners, lenders and other participants from losses arising from defects in a property’s title.

The company offers title searches and examinations, title insurance policies, escrow and closing services, settlement services, and related solutions for residential and commercial real estate transactions.