STC Research | Milton Maxwell

STC

Stewart Information Services Corporation

73.61

-0.58-0.78%

Dec 16, 4:00:02 PM EST

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

FY Q4 '25

2/4/26Feb 4, 2026

Key Stats

Market Cap

2.22B

P/E (TTM)

20.45

Basic EPS (TTM)

3.60

Dividend Yield

0.03%

Recent Filings

8-K

Stock offering closes post-acquisition

12/12/25Dec 12, 2025

Stewart Information Services entered an underwriting agreement on December 10, 2025, to sell 1,900,000 shares of common stock to Goldman Sachs-led underwriters, with the full 285,000-share option exercised; the offering closed December 12. This followed subsidiary SISCO Holdings' $330 million cash acquisition of Mortgage Contracting Services' mortgage services unit, completed that same day. Funds likely support the deal. Offering tapped shelf registration.

8-K

Q4 dividend declared

12/1/25Dec 1, 2025

Stewart Information Services declared a Q4 2025 cash dividend of $0.525 per share, payable December 30 to shareholders of record on December 15. Board signals confidence in cash flows amid real estate services operations. Dividend boosts shareholder returns. Press release furnished as Exhibit 99.1.

8-K

Q3 revenues up 19%

10/22/25Oct 22, 2025

Stewart Information Services reported Q3 2025 revenues of $796.9 million, up 19% from $667.9 million a year ago, with net income rising to $44.3 million ($1.55 diluted EPS) from $30.1 million ($1.07). Title revenues surged 19% on direct and agency gains, while losses improved to 3.0% of revenues. Momentum builds despite subdued housing.

8-K

New $300M revolver secured

10/8/25Oct 8, 2025

Stewart inked a $300M senior unsecured revolver on October 7, 2025, maturing 2030 with PNC leading—replacing its prior facility while adding $100M capacity and a $125M accordion. Proceeds target general corporate needs, including strategic buys. Debt-to-capitalization stays capped at 0.35:1.0. Flexibility boosted.

8-K

Dividend hiked to $2.10

9/2/25Sep 2, 2025

Stewart Information Services boosted its annual cash dividend from $2.00 to $2.10 per share, starting with the Q3 2025 payment of $0.525 per share, payable September 30 to shareholders of record September 16. The board's move signals confidence in ongoing capital returns amid solid operations. Dividend hikes reward loyalty. CEO Eppinger emphasized consistent shareholder payouts.

About

Stewart Information Services Corporation, through its subsidiaries, provides title insurance and real estate transaction related services in the United States and internationally. The company is involved in searching, examining, closing, and insuring the condition of the title to real property. It also offers home and personal insurance services; services for tax-deferred exchanges; and digital customer engagement platform services. In addition, the company provides appraisal management, online notarization and closing, credit and real estate information, and search and valuation management services. It serves homebuyers and sellers, residential and commercial real estate professionals, mortgage lenders and servicers, title agencies and real estate attorneys, and home builders through direct operations, network of independent agencies, and other businesses. Stewart Information Services Corporation was founded in 1893 and is headquartered in Houston, Texas.

CEO

Mr. Frederick Henry Eppinger Jr.

IPO

2/21/1973

Website

https://www.stewart.com

Employees

7,100

Sector

Financial Services

Industry

Insurance - Property & Casualty