Stewart Reports Q2 2026: Revenue Jumps 25% to $899M, Adjusted EPS $1.39
STC sits 22% above its 52-week low of $57.105.
Summary
Stewart Information Services reported Q2 2026 revenue of $899.2 million, up 25% year-over-year, with adjusted diluted EPS of $1.39. Title and real estate solutions segments both posted strong growth, and operating cash flow improved.
Key Events · Earnings and Guidance · STC
-
Revenue Surges 25% to $899M
Total revenues reached $899.2 million, up from $722.2 million in Q2 2025, driven by a 15% increase in title operating revenues and a 75% jump in real estate solutions.
-
Adjusted EPS Rises to $1.39
Adjusted net income attributable to Stewart was $42.9 million, or $1.39 per diluted share, compared to $38.0 million, or $1.34 per share, in the prior-year quarter.
-
Title Segment Commercial Strength
Domestic commercial revenues grew 20% to $89.8 million, with closed orders up 21%, while the average commercial fee per file remained steady at $16,900.
-
Real Estate Solutions Boosted by MCS
Real estate solutions revenues rose 75% to $197.4 million, primarily due to the recently acquired MCS business and higher credit information and valuation services.
Analysis · STC · Finance
A strong second quarter saw total revenues climb 25% year-over-year to $899.2 million, fueled by a 15% increase in title operating revenues and a 75% surge in real estate solutions. Adjusted net income rose 13% to $42.9 million, or $1.39 per diluted share, surpassing the prior-year quarter's $1.34. Within the title segment, domestic commercial revenues jumped 20% on higher transaction volumes, while the real estate solutions segment benefited from the MCS acquisition. Operating cash flow improved to $60.5 million. These results reinforce the positive momentum from Q1 and the recent Rattikin Title acquisition, though the housing market faces headwinds.
How filings like this one have moved
In the 30 days to Sep 15, 2026, 29.9% of the 1678 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.25%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, STC was trading at $69.71 on NYSE in the Finance sector, with a market capitalization of approximately $2.1B. The 52-week trading range was $57.11 to $78.61. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.