Stewart Information Services (NYSE:STC) Raised to Buy at Wall Street Zen

Key Points

• Wall Street Zen upgraded Stewart Information Services (STC) to a "buy", joining multiple firms (Keefe Bruyette & Woods, Citizens Jmp, Weiss, Stephens) that have raised ratings or targets and leaving a consensus target of about $81.
• Q1 results materially beat expectations — EPS $0.78 vs. $0.52 estimate and revenue $778.4M vs. $730.4M, a 27.7% year‑over‑year revenue increase that underpins recent analyst bullishness.
• Insider and institutional positioning: a director recently purchased 1,000 shares, insiders own ~2.94% while institutions hold ~96.9%, and the stock trades near $71.45 with a market cap of about $2.17B (P/E ~16).

Stewart Information Services (NYSE:STC - Get Free Report) was upgraded by investment analysts at Wall Street Zen from a "hold" rating to a "buy" rating in a research report issued on Saturday.

STC has been the subject of several other reports. Keefe, Bruyette & Woods boosted their target price on Stewart Information Services from $78.00 to $81.00 and gave the company an "outperform" rating in a report on Friday. Citizens Jmp started coverage on Stewart Information Services in a report on Monday, February 2nd. They issued a "market outperform" rating and a $80.00 target price for the company. Weiss Ratings reissued a "buy (b)" rating on shares of Stewart Information Services in a report on Friday, March 27th. Finally, Stephens raised Stewart Information Services from an "equal weight" rating to an "overweight" rating and set a $82.00 target price for the company in a report on Friday, February 27th. Four analysts have rated the stock with a Buy rating, According to MarketBeat, the stock currently has an average rating of "Buy" and a consensus target price of $81.00.

Stewart Information Services Stock Up 0.7%

Stewart Information Services stock opened at $71.45 on Friday. Stewart Information Services has a fifty-two week low of $56.39 and a fifty-two week high of $78.61. The company has a debt-to-equity ratio of 0.39, a quick ratio of 2.21 and a current ratio of 2.12. The company has a market capitalization of $2.17 billion, a P/E ratio of 15.95 and a beta of 1.03. The stock has a 50-day simple moving average of $65.04 and a 200-day simple moving average of $68.83.

Stewart Information Services (NYSE:STC - Get Free Report) last posted its earnings results on Wednesday, April 22nd. The insurance provider reported $0.78 earnings per share for the quarter, beating the consensus estimate of $0.52 by $0.26. Stewart Information Services had a return on equity of 10.07% and a net margin of 4.19%.The business had revenue of $778.40 million during the quarter, compared to the consensus estimate of $730.43 million. During the same period in the previous year, the business earned $0.25 EPS. The business's quarterly revenue was up 27.7% on a year-over-year basis.

Insider Transactions at Stewart Information Services

In related news, Director C Allen Bradley, Jr. purchased 1,000 shares of the company's stock in a transaction that occurred on Tuesday, March 10th. The shares were purchased at an average price of $65.34 per share, for a total transaction of $65,340.00. Following the transaction, the director directly owned 21,243 shares of the company's stock, valued at approximately $1,388,017.62. The trade was a 4.94% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 2.94% of the stock is owned by company insiders.

Hedge Funds Weigh In On Stewart Information Services

Institutional investors have recently added to or reduced their stakes in the stock. Caitlin John LLC acquired a new position in Stewart Information Services in the 3rd quarter valued at about $31,000. Caitong International Asset Management Co. Ltd acquired a new position in Stewart Information Services in the 4th quarter valued at about $43,000. GAMMA Investing LLC increased its position in Stewart Information Services by 138.3% in the 3rd quarter. GAMMA Investing LLC now owns 741 shares of the insurance provider's stock valued at $54,000 after acquiring an additional 430 shares during the period. Exchange Traded Concepts LLC acquired a new position in Stewart Information Services in the 4th quarter valued at about $65,000. Finally, Horizon Investments LLC acquired a new position in Stewart Information Services in the 4th quarter valued at about $65,000. Institutional investors and hedge funds own 96.90% of the company's stock.

Key Headlines Impacting Stewart Information Services

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

Stewart Information Services Company 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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