Stewart Information Services Corporation (STC) Stock Rises on Q1 2026 Earnings

Stewart Information Services Corporation (STC) reported first-quarter 2026 results with total revenue of $781.3 million, up 27.7% year-over-year. Gross profit was $36.8 million, down 10.6% year-over-year.

Operating profit: $31.3 million (up 187.8% YoY).

Net income attributable to common shareholders: $17.0 million (up 451.3% YoY).

Diluted earnings per share: $0.55 (up 400.0% YoY).

On the cash flow and balance sheet side, key items included:

Cash from operating activities: $89.5 million (down 399.2% YoY).

Capital spending (purchases of property, plant and equipment): $27.2 million (up 121.2% YoY).

Cash and cash equivalents: $317.5 million (up 63.5% YoY).

Total liabilities: $1.59 billion (up 22.6% YoY).

Cost of sales was $14.0 million, down 26.1% year-over-year. The stock was up 2.42% since market close.

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

Stewart Information Services Corporation Insider Trading Activity

Stewart Information Services Corporation insiders have traded $STC stock on the open market 4 times in the past 6 months. Of those trades, 4 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $STC stock by insiders over the last 6 months:

C ALLEN JR BRADLEY has made 4 purchases buying 1,000 shares for an estimated $62,757 and 0 sales.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

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Stewart Information Services Corporation Hedge Fund Activity

We have seen 119 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:

MACQUARIE GROUP LTD removed 462,028 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $32,462,087
NEUBERGER BERMAN GROUP LLC added 375,964 shares (+21.2%) to their portfolio in Q4 2025, for an estimated $26,415,230
ZIMMER PARTNERS, LP added 354,407 shares (+inf%) to their portfolio in Q4 2025, for an estimated $24,900,635
TRIBUTARY CAPITAL MANAGEMENT, LLC removed 304,162 shares (-53.5%) from their portfolio in Q4 2025, for an estimated $21,370,422
MILLENNIUM MANAGEMENT LLC added 302,623 shares (+75.9%) to their portfolio in Q4 2025, for an estimated $21,262,291
ALYESKA INVESTMENT GROUP, L.P. added 300,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $21,078,000
GHISALLO CAPITAL MANAGEMENT LLC added 280,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $19,672,800

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 3 analysts offer price targets for $STC in the last 6 months, with a median target of $80.0.

Here are some recent targets:

Bose George from Keefe, Bruyette & Woods set a target price of $78.0 on 04/10/2026
Oscar Nieves from Stephens & Co. set a target price of $82.0 on 02/27/2026
Matthew J. Carletti from Citizens set a target price of $80.0 on 02/02/2026