Stewart Information Services Corporation (STC) Releases Q4 2025 Earnings: Revenue Tops Estimates but EPS Misses

Stewart Information Services Corporation (STC) reported fourth-quarter 2025 results. Revenue was $790.6 million, up 18.7% year-over-year and above the consensus estimate of $782.7 million.

Revenue: $790.6 million (+18.7% year-over-year)

Gross profit: $36.8 million (-12.0% year-over-year)

Operating profit: $57.4 million (+41.6% year-over-year)

Net income attributable to common shareholders: $36.3 million (+59.5% year-over-year)

Diluted earnings per share: $1.25 (+56.3% year-over-year)

Diluted earnings per share of $1.25 compared with an analyst estimate of $1.37, while revenue exceeded the revenue estimate.

Cash from operating activities: $92.6 million (+36.3% year-over-year)

Purchases of property, plant and equipment: $19.1 million (capital spending rose 54.6% year-over-year)

Cash and cash equivalents: $369.7 million (+43.6% year-over-year)

Total liabilities: $1.60 billion (+21.5% year-over-year)

Cost of sales declined to $14.0 million, down 26.7% year-over-year, supporting improvements in several operating metrics.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Stewart Information Services Corporation Hedge Fund Activity

We have seen 109 institutional investors add shares of Stewart Information Services Corporation stock to their portfolio, and 104 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

MILLENNIUM MANAGEMENT LLC removed 644,473 shares (-61.8%) from their portfolio in Q3 2025, for an estimated $47,252,760
GOLDMAN SACHS GROUP INC added 504,488 shares (+491.3%) to their portfolio in Q3 2025, for an estimated $36,989,060
FMR LLC added 469,976 shares (+23.9%) to their portfolio in Q3 2025, for an estimated $34,458,640
CAPITAL INTERNATIONAL INVESTORS added 396,390 shares (+107.7%) to their portfolio in Q3 2025, for an estimated $29,063,314
ROCKEFELLER CAPITAL MANAGEMENT L.P. added 361,858 shares (+1674.2%) to their portfolio in Q3 2025, for an estimated $26,531,428
TRIBUTARY CAPITAL MANAGEMENT, LLC removed 304,162 shares (-53.5%) from their portfolio in Q4 2025, for an estimated $21,370,422
COOKE & BIELER LP added 103,777 shares (+23.2%) to their portfolio in Q3 2025, for an estimated $7,608,929

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Stewart Information Services Corporation Analyst Ratings

Wall Street analysts have issued reports on $STC in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Citizens issued a "Market Outperform" rating on 02/02/2026

To track analyst ratings and price targets for Stewart Information Services Corporation, check out Quiver Quantitative's $STC forecast page.

Stewart Information Services Corporation Price Targets

Multiple analysts have issued price targets for $STC recently. We have seen 2 analysts offer price targets for $STC in the last 6 months, with a median target of $80.5.

Here are some recent targets:

Matthew J. Carletti from Citizens set a target price of $80.0 on 02/02/2026
Bose George from Keefe, Bruyette & Woods set a target price of $81.0 on 01/26/2026