Teacher Retirement System of Texas Boosts Stock Position in Stewart Information Services Corporation $STC

Key Points

• Teacher Retirement System of Texas boosted its stake in Stewart Information Services by 88.8% in Q4 to 73,329 shares, representing about 0.26% of the company and roughly $5.15 million in value.
• Strong Q1 earnings and analyst optimism: STC beat estimates with $0.78 EPS (vs. $0.52) and $778.4M revenue (up 27.7% YoY), prompting multiple upgrades and a consensus "Buy" with an average price target near $81.
• Insider and institutional positioning: A director bought 1,000 shares recently, insiders own ~2.94% while hedge funds/institutions hold ~96.9%, and the company pays a $0.525 quarterly dividend (annualized yield ~2.9%).

Teacher Retirement System of Texas grew its holdings in Stewart Information Services Corporation (NYSE:STC - Free Report) by 88.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 73,329 shares of the insurance provider's stock after buying an additional 34,497 shares during the quarter. Teacher Retirement System of Texas owned 0.26% of Stewart Information Services worth $5,152,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Caitlin John LLC purchased a new stake in shares of Stewart Information Services in the third quarter valued at approximately $31,000. Exchange Traded Concepts LLC purchased a new stake in shares of Stewart Information Services in the fourth quarter valued at approximately $65,000. Copeland Capital Management LLC increased its position in shares of Stewart Information Services by 96.7% in the third quarter. Copeland Capital Management LLC now owns 1,119 shares of the insurance provider's stock valued at $82,000 after buying an additional 550 shares in the last quarter. Quadrant Capital Group LLC purchased a new stake in shares of Stewart Information Services in the third quarter valued at approximately $143,000. Finally, Tower Research Capital LLC TRC increased its position in shares of Stewart Information Services by 70.0% in the second quarter. Tower Research Capital LLC TRC now owns 2,271 shares of the insurance provider's stock valued at $148,000 after buying an additional 935 shares in the last quarter. 96.90% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Stewart Information Services

In other Stewart Information Services news, Director C Allen Bradley, Jr. purchased 1,000 shares of the firm's stock in a transaction dated Tuesday, March 10th. The shares were acquired at an average price of $65.34 per share, with a total value of $65,340.00. Following the purchase, the director directly owned 21,243 shares in the company, valued at approximately $1,388,017.62. This trade represents a 4.94% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at the SEC website. 2.94% of the stock is currently owned by company insiders.

Key Stewart Information Services News

Here are the key news stories impacting Stewart Information Services this week:

• Positive Sentiment: Keefe, Bruyette & Woods raised its price target to $81 and assigned an "outperform" rating, signaling roughly a 13.4% upside from current levels — a clear catalyst supporting further upside. KBW price-target raise
• Positive Sentiment: Q1 results and the earnings call showed a material beat: EPS and revenue topped expectations and management described execution that lifted margins and top-line growth — the core fundamental driver of the stock move. Q1 earnings call transcript
• Positive Sentiment: Analyst/deep-dive coverage highlights that expansion initiatives and acquisitions materially contributed to outperformance despite a softer housing market, reinforcing confidence in Stewart’s growth strategy. Q1 Deep Dive: Expansion & Acquisitions
• Neutral Sentiment: Management outlook calls for modest residential market growth (3–5% in 2026) and targets low‑teen RES margins — constructive long‑run guidance but not a near-term game changer. Guidance on residential growth & margins
• Neutral Sentiment: Full transcripts and call highlights (Seeking Alpha/TipRanks) give investors more detail on execution and capital allocation; useful for conviction but largely confirm the beats rather than change the story. Earnings call transcript (Seeking Alpha)
• Negative Sentiment: Analysts and coverage note that housing remains soft, a macro risk that could pressure future volume and revenues if the housing slowdown deepens — a tail risk to watch. Coverage: outperformance amid soft housing

Analysts Set New Price Targets

STC has been the subject of a number of recent analyst reports. Keefe, Bruyette & Woods boosted their price objective on Stewart Information Services from $78.00 to $81.00 and gave the company an "outperform" rating in a research report on Friday. Weiss Ratings restated a "buy (b)" rating on shares of Stewart Information Services in a research report on Friday, March 27th. Wall Street Zen raised Stewart Information Services from a "hold" rating to a "buy" rating in a research note on Saturday. Citizens Jmp started coverage on Stewart Information Services in a research note on Monday, February 2nd. They issued a "market outperform" rating and a $80.00 price target on the stock. Finally, Stephens raised Stewart Information Services from an "equal weight" rating to an "overweight" rating and set a $82.00 price objective on the stock in a research note on Friday, February 27th. Four analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock presently has a consensus rating of "Buy" and an average price target of $81.00.

Stewart Information Services Stock Performance

NYSE STC opened at $71.45 on Monday. The stock's fifty day moving average is $65.04 and its two-hundred day moving average is $68.85. The firm has a market capitalization of $2.17 billion, a P/E ratio of 15.95 and a beta of 1.03. The company has a debt-to-equity ratio of 0.39, a quick ratio of 2.21 and a current ratio of 2.12. Stewart Information Services Corporation has a fifty-two week low of $56.39 and a fifty-two week high of $78.61.

Stewart Information Services (NYSE:STC - Get Free Report) last released its quarterly earnings data on Wednesday, April 22nd. The insurance provider reported $0.78 earnings per share for the quarter, topping analysts' consensus estimates of $0.52 by $0.26. The company had revenue of $778.40 million for the quarter, compared to analyst estimates of $730.43 million. Stewart Information Services had a return on equity of 10.07% and a net margin of 4.19%.The firm's revenue for the quarter was up 27.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.25 earnings per share.

Stewart Information Services Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Monday, March 16th were paid a dividend of $0.525 per share. The ex-dividend date of this dividend was Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a yield of 2.9%. Stewart Information Services's payout ratio is 46.88%.

Stewart Information Services Profile

Stewart Information Services Corporation NYSE: STC is a publicly traded provider of title insurance and real estate transaction services. The company underwrites title insurance policies for residential and commercial properties, offering lenders and property owners protection against title defects and liens. Beyond title insurance, Stewart delivers a range of ancillary services, including closing and escrow administration, property valuation, and risk mitigation solutions designed to streamline the mortgage process and reduce operational complexity for clients.

In addition to core title and settlement services, Stewart offers technology-driven products aimed at enhancing transparency and efficiency in real estate transactions.

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