Stewart Information Services (STC)

• Market cap: $1.83B
• 1 day: 0.43%
• 5 days: 5.19%
• 1 month: -8.23%
• 3 months: 0.02%
• 6 months: -5.44%
• Year to date: -0.53%
• 1 year: 5.60%
• 5 years: 105.52%
• 10 years: 79.40%
• Sector: Financials
• Industry: Property & Casualty Insurance

About: Stewart Information Services Corp is a customer-focused, title insurance and real estate services company offering products and services to home buyers and sellers, mortgage lenders and servicers, attorneys, and home builders. It has three operating segments; Title insurance and related services which generates key revenue, includes the functions of searching, examining, closing, and insuring the condition of the title to real property. It also includes home and personal insurance services, Real estate solutions segment supports the real estate mortgage industry by providing appraisal management services, online notarization and closing solutions, credit, and real estate information services, search and valuation services. Corporate and other segment is comprised of parent holding company.

Employees: 7,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

4% more funds holding

Funds holding: 214 [Q3] → 223 (+9) [Q4]

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

3% less call options, than puts

Call options by funds: $256K | Put options by funds: $263K

1.81% less ownership

Funds ownership: 99.77% [Q3] → 97.97% (-1.81%) [Q4]

11% less capital invested

Capital invested by funds: $2.06B [Q3] → $1.83B (-$233M) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $75 15% upside
• Avg. target: $79 20% upside
• High target: $82 25% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Keefe, Bruyette & Woods Bose George 51% 1-year accuracy 23 / 45 met price target	15% upside $75	Market Perform Maintained	7 Feb 2025
Stephens & Co. John Campbell 53% 1-year accuracy 16 / 30 met price target	25% upside $82	Overweight Reiterated	6 Feb 2025