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
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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.
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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.
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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.
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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.
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.