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Stewart Information Services Corporation

STC

Financial Services · 66.56 -1.0% today

Participation confirmed · construction unavailableMarket checked 10 Sept, 15:55 GMT-4

Market read

Stewart Information Services Corporation's move is spreading beyond its market group.

No new filing conclusion is available. 19 of 25 group members are active now; 4 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Company-1.0% todayVolume comparison unavailable
Market group19 of 25 activeMortgage REITs and Insurance · active
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • At least 17 of 25 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • ARE remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 8 of 25 members or fewer.

Watch this read

Research brief

The story so far

Financial Services · Insurance - Property & Casualty

No new filing conclusion is available. 19 of 25 group members are active now; 4 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 17 of 25 members remain active in the next snapshot.
  • Capital-flow agreement rises above 55%.
  • ARE remains aligned with the group in the next market snapshot.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements176
Verified relationships2
Evidence supporting the case
  • Latest annual revenue changed +17.3% year over year.
  • Net margin changed +1.0 percentage points in the latest annual period.
  • Data center and AI demand has repeated favorable evidence across 4 filings.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position
  • P/E is 57% above the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 51% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

66.56
6m-6.2%12m-9.0%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$3.3B+43.7%$11.90+9.1%
2022-12-31$3.1B-6.0%$5.94+0.7%
2023-12-31$2.3B-26.5%$1.11+0.6%
2024-12-31$2.5B+10.3%$2.61+2.2%
2025-12-31$2.9B+17.3%$4.05+1.5%

What management says matters

Persistent and emerging business drivers

Data center and AI demandpositive · 4 filings
Direct title revenues information is presented below: Three Months Ended March 31, 2026 2025 Change % Chg (in $ millions) Non-commercial: Domestic 145.6 134.4 11.2 8 % International 24.1 22.2 1.9 9 % 169.7 156.6 13.1 8 % Commercial: Domestic 93.9 69.3 24.6 35…
10-Q · May 6, 2026
Legal and regulatory exposuremixed · 4 filings
We expect that cash flows from operations and cash available from our underwriters, subject to regulatory restrictions, will be sufficient to fund our operations, including title claims payments.
10-Q · May 6, 2026
Credit and interest ratesmixed · 2 filings
In regard to the corporate segment, pretax results were driven by net expenses attributable to corporate operations, which increased to $12.2 million for the first quarter 2026, compared to $9.9 million in the first quarter 2025, primarily driven by higher in…
10-Q · May 6, 2026
Demand and volumenegative · 1 filings
Purchase closed orders during 2024 declined 8%, partially offset by an 8% improvement in refinancing closed orders compared to 2023.
10-K · Feb 27, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.7× · EV/sales 0.5×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.

Price action

How the market is pricing the story

66.56-1.0% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for STC. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for STC. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind STC

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depended on by

FAFFirst American Financial CorporationcompetitorFeb 18, 2026

Our major nationwide competitors in our principal markets include Fidelity National Financial, Inc., Old Republic International Corporation, Stewart Title Guaranty Company, and their affiliates.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

STC is currently a Follower in the organic co-movement group Mortgage REITs and Insurance. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.