Overview

* Stewart Q2 2025 revenue rises 20% yr/yr, beating analyst expectation, per LSEG data

* Adjusted EPS of $1.34 for Q2 2025 beats estimates, per LSEG data

* Net income for Q2 2025 increases to $31.9 mln from $17.3 mln

Outlook

* Company notes housing market headwinds impacting future growth

* Stewart aims to grow business lines despite market challenges

Result Drivers

* TITLE SEGMENT GROWTH - Title segment operating revenues rose 19% to $592.5 mln, driven by increased revenues from direct and agency title operations

* COMMERCIAL REVENUE SURGE - Domestic commercial revenues increased by 46% due to improved average transaction size and a 17% rise in closed transactions

* COST MANAGEMENT - Combined employee costs and other operating expenses rose by 13% due to higher incentive compensation and increased employee count, while the percentage of operating revenues for these expenses improved to 47% from 50% in the prior year qtr

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $722.20 $662.60

Revenue mln mln (1

Analyst)

Q2 Beat $1.34 $1.19 (2

Adjusted Analysts

EPS )

Q2 Net $31.90

Income mln

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the property & casualty insurance peer group is "buy."

* Wall Street's median 12-month price target for Stewart Information Services Corp ( STC ) is $72.00, about 17.8% above its July 22 closing price of $59.17

* The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)