Stewart Information reports 48% net income growth in 2025, sets 15%+ market share target by 2028

Filed July 17, 2026 · Period ending July 16, 2026 · ~1 min read

Key Changes

• high

  Adjusted net income rose 48% to $140M in 2025 on 18% revenue growth to $2.9B, with pre-tax margin expanding from 5.8% to 6.8%. Operating cash flow increased 52% to $206M despite flat existing home sales.

  Exhibit 99.1 view on EDGAR →
• high

  Q1 2026 adjusted net income surged 245% to $24M and adjusted EPS grew 217% on 28% revenue growth to $778M, even as existing home sales declined 1%, demonstrating market share gains.

  Exhibit 99.1 view on EDGAR →
• high

  Management targets 15%+ title market share by 2028 (from 11% in 2025) and 12% margin in a 5.0M-unit existing home sales market, with plans to invest during downturns.

  Exhibit 99.1 view on EDGAR →