Stewart revenue rises 24.5% to $899.2M, misses EPS estimates
Stewart Information Services Corporation reported Q2 2026 revenue of $899.2 million, up 24.5% year-over-year, beating analyst estimates. Adjusted EPS was $1.39, missing the $1.63 consensus estimate, while net income rose to $37.2 million.
*this image is generated using AI for illustrative purposes only.
Stewart Information Services Corporation reported total revenues of $899.2 million for the second quarter 2026, a 24.5% increase compared to $722.2 million in the prior year quarter, beating the analyst consensus estimate of $847.100 million by 6.15%. Net income attributable to Stewart was $37.2 million, or $1.21 per diluted share, compared to $31.9 million, or $1.13 per diluted share, in the second quarter 2025. On an adjusted basis, net income was $42.9 million, or $1.39 per diluted share, missing the analyst consensus estimate of $1.63 by 14.72%.
"We continued to build on our momentum in the second quarter and delivered another quarter of strong revenue results," commented Fred Eppinger, chief executive officer. "Though the housing market faces continued headwinds, we remain dedicated to growing each of our businesses and delivering best-in-class service to our customers."
Selected Financial Information
Summary results of operations for the quarter and six months ended June 30, 2026 and 2025 are as follows (dollars in millions, except per share amounts):
| Quarter Ended June 30, 2026 | Quarter Ended June 30, 2025 | Six Months Ended June 30, 2026 | Six Months Ended June 30, 2025 | |
|---|---|---|---|---|
| Total revenues | 899.2 | 722.2 | 1,680.5 | 1,334.2 |
| Pretax income before noncontrolling interests | 55.1 | 46.8 | 78.7 | 52.7 |
| Net income attributable to Stewart | 37.2 | 31.9 | 54.2 | 35.0 |
| Net income per diluted Stewart share | 1.21 | 1.13 | 1.76 | 1.24 |
| Adjusted net income attributable to Stewart* | 42.9 | 38.0 | 66.9 | 44.9 |
| Adjusted net income per diluted Stewart share* | 1.39 | 1.34 | 2.17 | 1.59 |
*Adjusted net income and adjusted net income per diluted share are non-GAAP measures.
Segment Performance
Title Segment
Title segment operating revenues increased $91.1 million (15 percent) in the second quarter 2026 compared to the second quarter 2025. Direct title revenues improved $15.3 million (5 percent), primarily due to increased domestic commercial transaction volume, while gross agency title revenues increased $75.8 million (25 percent). Net of agency retention, agency title revenues increased $13.0 million (26 percent).
Real Estate Solutions Segment
Segment revenues increased $84.7 million (75 percent) in the second quarter 2026 compared to the second quarter 2025, primarily driven by the recently acquired MCS business and higher revenues from credit information and valuation services. Pretax income for the segment rose to $18.5 million from $6.7 million in the prior year quarter.
Corporate Segment
Net expenses attributable to corporate operations for the second quarter 2026 increased to $12.0 million from $9.2 million in the second quarter 2025, primarily due to higher interest expense on increased debt balances.
Conference Call Details
Stewart will hold a conference call to discuss the second quarter 2026 earnings at 8:30 a.m. Eastern Time on Thursday, July 23, 2026. To participate, dial 800-420-1459 (USA) or 203-518-9861 (International) – access code STCQ226. Participants can also listen via the company's Investor Relations website.
How will the company manage the increased interest expense on higher debt balances moving forward?
What are the growth projections for the recently acquired MCS business in the upcoming quarters?
How does Stewart plan to sustain revenue growth amid continued housing market headwinds?
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