DOWLING & PARTN Issues Pessimistic Estimate for STC Earnings

Stewart Information Services Corporation (NYSE:STC – Free Report) – DOWLING & PARTN dropped their FY2027 earnings per share (EPS) estimates for Stewart Information Services in a research report issued to clients and investors on Tuesday, October 20th. DOWLING & PARTN analyst G. Dunn now expects that the insurance provider will post earnings per share of $5.20 for the year, down from their previous forecast of $6.25. The consensus estimate for Stewart Information Services’ current full-year earnings is $4.89 per share. DOWLING & PARTN also issued estimates for Stewart Information Services’ FY2028 earnings at $6.05 EPS.

Other equities analysts have also recently issued reports about the stock. Citizens Jmp decreased their target price on shares of Stewart Information Services from $80.00 to $75.00 and set a “market outperform” rating for the company in a research note on Monday, October 12th. Keefe, Bruyette & Woods lowered shares of Stewart Information Services from an “outperform” rating to a “market perform” rating and dropped their price target for the company from $77.00 to $71.00 in a research report on Monday, July 27th. Weiss Ratings cut shares of Stewart Information Services from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday. Citigroup reissued a “market outperform” rating on shares of Stewart Information Services in a research note on Monday, October 12th. Finally, Zacks Research upgraded Stewart Information Services from a “strong sell” rating to a “hold” rating in a research report on Tuesday, September 22nd. Four equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, Stewart Information Services has an average rating of “Moderate Buy” and an average target price of $80.25.

Get Our Latest Research Report on STC

Stewart Information Services Price Performance

Shares of NYSE STC opened at $49.41 on Friday. The stock has a market capitalization of $1.51 billion, a price-to-earnings ratio of 10.84 and a beta of 1.04. Stewart Information Services has a 12 month low of $47.85 and a 12 month high of $78.61. The firm’s 50 day simple moving average is $61.17 and its 200-day simple moving average is $65.13. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.98 and a quick ratio of 1.98.

Stewart Information Services (NYSE:STC – Get Free Report) last announced its quarterly earnings results on Wednesday, October 21st. The insurance provider reported $1.33 earnings per share for the quarter, missing the consensus estimate of $1.50 by ($0.17). Stewart Information Services had a net margin of 3.58% and a return on equity of 9.42%. The company had revenue of $900.70 million for the quarter, compared to analysts’ expectations of $903.67 million. During the same quarter in the prior year, the business posted $1.64 earnings per share.

Stewart Information Services Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Shareholders of record on Tuesday, September 15th were issued a dividend of $0.55 per share. The ex-dividend date of this dividend was Tuesday, September 15th. This is a positive change from Stewart Information Services’s previous quarterly dividend of $0.5250. This represents a $2.20 annualized dividend and a yield of 4.5%. Stewart Information Services’s payout ratio is 48.25%.

Insider Activity

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

Institutional Trading of Stewart Information Services

A number of institutional investors have recently made changes to their positions in STC. Kings Path Partners LLC acquired a new stake in Stewart Information Services during the third quarter worth $52,000. Farther Finance Advisors LLC raised its position in Stewart Information Services by 20.4% in the third quarter. Farther Finance Advisors LLC now owns 2,794 shares of the insurance provider’s stock valued at $139,000 after purchasing an additional 473 shares during the period. Versant Capital Management Inc lifted its stake in shares of Stewart Information Services by 93.6% in the 3rd quarter. Versant Capital Management Inc now owns 1,152 shares of the insurance provider’s stock valued at $57,000 after purchasing an additional 557 shares during the last quarter. Envestnet Portfolio Solutions Inc. lifted its stake in shares of Stewart Information Services by 34.0% in the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 6,351 shares of the insurance provider’s stock valued at $419,000 after purchasing an additional 1,612 shares during the last quarter. Finally, Engineers Gate Manager LP grew its holdings in shares of Stewart Information Services by 20.0% during the 2nd quarter. Engineers Gate Manager LP now owns 5,146 shares of the insurance provider’s stock worth $340,000 after purchasing an additional 858 shares during the period. 96.90% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Stewart Information Services

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

  • Positive Sentiment: Third-quarter revenue increased 13% year over year to $900.7 million, while real estate solutions revenue rose 68% to $196.5 million, helped by the MCS acquisition and higher credit-information and valuation-services revenue. Title-segment operating revenue also grew 5%. Stewart Reports Third Quarter 2026 Results
  • Neutral Sentiment: Management discussed the results and business outlook during the October 22 earnings call, giving investors additional detail on operating trends and the integration of recent investments. STC Q3 2026 Earnings Call Transcript
  • Negative Sentiment: Adjusted earnings per share came in at $1.33, below the $1.50 analyst consensus, while GAAP diluted EPS was $0.98. Adjusted net income fell to $41.2 million from $46.7 million a year earlier; GAAP net income declined to $30.3 million from $44.3 million. Operating cash flow also dropped to $46.6 million from $92.6 million. Stewart Third-Quarter Earnings Results
  • Negative Sentiment: DOWLING & PARTN cut its FY2026 EPS estimate to $4.89 from $5.26, FY2027 to $5.20 from $6.25, and FY2028 to $6.05 from $7.05. The revisions reinforce concerns that earnings recovery may be slower than previously expected. Stewart Information Services analyst estimates

About Stewart Information Services

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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.

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