Title insurance provider Stewart Information Services (NYSE: STC) will be reporting results this Wednesday afternoon. Here’s what to expect.
Stewart Information Services beat analysts’ revenue expectations by 2.8% last quarter, reporting revenues of $612 million, up 10.4% year on year. It was a softer quarter for the company, with a significant miss of analysts’ EPS estimates.
Is Stewart Information Services a buy or sell going into earnings? Read our full analysis here, it’s free.
This quarter, analysts are expecting Stewart Information Services’s revenue to grow 10% year on year to $662.6 million, in line with the 9.7% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.18 per share.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Stewart Information Services has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 1.8% on average.
Looking at Stewart Information Services’s peers in the property & casualty insurance segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Progressive delivered year-on-year revenue growth of 21.3%, beating analysts’ expectations by 1.4%, and Travelers reported revenues up 7.3%, in line with consensus estimates. Progressive traded up 2.2% following the results while Travelers was also up 5.5%.
Read our full analysis of Progressive’s results here and Travelers’s results here.
The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the property & casualty insurance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.2% on average over the last month. Stewart Information Services is down 11.1% during the same time and is heading into earnings with an average analyst price target of $72 (compared to the current share price of $58.34).
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