Stewart Information Services (NYSE:STC) Reports Strong Q2 2025 Earnings and Revenue Beat

Stewart Information Services Corp (NYSE:STC) reported stronger-than-expected earnings and revenue for the second quarter of 2025, delivering a significant year-over-year improvement. The title insurance and real estate services provider posted adjusted earnings per share (EPS) of $1.34, surpassing analyst estimates of $1.20, while revenue came in at $722.2 million, well above the projected $669.2 million.

Key Takeaways from Q2 2025 Earnings

• Net Income Growth: Net income attributable to Stewart rose to $31.9 million ($1.13 per diluted share), up from $17.3 million ($0.62 per diluted share) in Q2 2024. Adjusted net income was even higher at $38.0 million ($1.34 per share), reflecting a 47% increase from the prior year’s adjusted earnings of $25.4 million ($0.91 per share).
• Pretax Income Strength: Pretax income before noncontrolling interests climbed to $46.8 million ($54.9 million adjusted), compared to $29.0 million ($39.6 million adjusted) in the same quarter last year.
• Revenue Beat: The company’s $722.2 million in revenue represented a 7.9% increase over analyst expectations, signaling robust demand for its title insurance and real estate services.

Market Reaction and Performance

Despite the earnings beat, the market reaction has been muted in after-hours trading, with shares remaining flat. Over the past month, STC has declined by 9.3%, and while it saw a slight rebound in the last week (+3.1%), the stock remains under pressure. The lack of a strong post-earnings rally could reflect broader market sentiment or concerns about future growth, though the company did not provide forward guidance in the press release.

Analyst Expectations for Future Quarters

Looking ahead, analysts estimate Q3 2025 revenue at $729.7 million, with EPS projected at $1.52. For the full year, sales are forecasted at $2.747 billion, with earnings expected to reach $4.36 per share. Given Stewart’s recent outperformance, investors will be watching whether the company can sustain this momentum in a potentially cooling real estate market.

For a deeper dive into Stewart’s earnings trends and analyst estimates, visit the earnings page.

Disclaimer: This article is not investment advice. Investors should conduct their own research or consult a financial advisor before making any decisions.