Stewart Information Services reported second-quarter 2026 net income attributable to Stewart of $37.2 million, or $1.21 per diluted share, and adjusted net income of $42.9 million, or $1.39 per diluted share. Total revenues were $899.2 million (or $895.8 million on an adjusted basis), up from $722.2 million a year earlier. Pretax income before noncontrolling interests was $55.1 million ($62.8 million adjusted) for the quarter.

Financial Highlights

  • Total revenues: $899.2 million for Q2 2026 ($895.8 million adjusted).
  • Pretax income before noncontrolling interests: $55.1 million ($62.8 million adjusted) for Q2 2026.
  • Net income attributable to Stewart: $37.2 million for Q2 2026.
  • Diluted net income per share: $1.21 for Q2 2026; adjusted diluted EPS: $1.39.
  • Net cash provided by operations: $60.5 million in Q2 2026.

Business Highlights

  • Title segment revenue increased $91.1 million (15%) versus prior-year quarter, driven by strong direct and agency title operations.
  • Direct title revenues rose 5% year-over-year to $306.6 million, with domestic commercial revenue up 20% supported by higher commercial transaction volume and larger transactions.
  • Agency title gross revenues grew $75.8 million (25%); agency title revenues net of retention increased 26%.
  • Real estate solutions segment revenue grew 75% to $197.4 million, primarily reflecting contribution from the recently acquired MCS business and higher credit information and valuation services revenue.
  • Operational expense trends: consolidated employee count rose ~17%, contributing to higher employee costs, while title loss expense improved as a percentage of title operating revenues reflecting favorable claims experience.

Original SEC Filing:

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