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Get filing alertsStewart Information reports Q2 2026 net income of $37.2M, up 17% on strong title growth
Filed July 22, 2026 · Period ending July 22, 2026 · ~1 min read
Key Changes
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high
Q2 2026 net income of $37.2M ($1.21 per share) vs. $31.9M ($1.13 per share) prior year; revenues rose 25% to $899.2M driven by title and real estate solutions segments.
Item 2.02 — Results of Operations and Financial Condition verify on EDGAR → -
high
Title segment revenues up 15% to $683.6M; domestic commercial revenues grew 20% to $89.8M on higher transaction volume across energy, data centers, and other asset classes.
Exhibit 99.1 view on EDGAR → -
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Real estate solutions segment revenues surged 75% to $197.4M, primarily from recently acquired MCS business and higher credit information and valuation services revenue.
Exhibit 99.1 view on EDGAR → -
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Operating cash flow improved to $60.5M from $53.4M prior year, driven by higher net income, supporting financial flexibility.
Exhibit 99.1 view on EDGAR →
Summary
Stewart Information Services reported second quarter 2026 net income of $37.2 million ($1.21 per diluted share), up 17% from $31.9 million ($1.13 per share) in the prior year quarter. Total revenues climbed 25% to $899.2 million, reflecting strong performance across both operating segments.
The title segment delivered 15% revenue growth to $683.6 million, with domestic commercial revenues up 20% to $89.8 million on a 21% increase in closed commercial orders. Transaction volume strengthened across energy, data center, and other asset classes, while the average commercial fee per file held steady at $16,900.
The real estate solutions segment posted 75% revenue growth to $197.4 million, driven primarily by the recently acquired MCS business and higher credit information and valuation services revenue. Operating cash flow improved to $60.5 million from $53.4 million in the prior year quarter, supporting the company's financial flexibility. The results demonstrate Stewart's ability to capitalize on improving commercial real estate activity and the contribution from recent acquisitions. For retail holders, the quarter shows solid execution across both core title operations and the expanding real estate solutions platform, with commercial title momentum and the MCS integration driving near-term growth.
Section-by-Section Diff
Event · Item 2.02 — Results of Operations and Financial Condition
Stewart Information Services disclosed Q2 2026 financial results via press release.
Added in current filing · verify on EDGAR →
A press release issued by Stewart Information Services Corporation on July 22, 2026, regarding financial results for the three months ended June 30, 2026, is attached hereto as Exhibit 99.1
The company disclosed its financial results for the second quarter ended June 30, 2026, through a press release attached as Exhibit 99.1. The 8-K body does not provide specific financial figures; those details are contained in the exhibit.
Event · Exhibit 99.1
Added in current filing · view on EDGAR →
Total revenues of $899.2 million ($895.8 million on an adjusted basis) compared to $722.2 million ($721.5 million on an adjusted basis) in the prior year quarter ... Net income of $37.2 million ($42.9 million on an adjusted basis) compared to net income of $31.9 million ($38.0 million on an adjusted basis) in the prior year quarter ... Diluted EPS of $1.21 ($1.39 on an adjusted basis) compared to prior year quarter diluted EPS of $1.13 ($1.34 on an adjusted basis)
Stewart reported second quarter 2026 total revenues of $899.2 million, up 25% from $722.2 million in the prior year quarter. Net income attributable to Stewart was $37.2 million ($1.21 per diluted share), compared to $31.9 million ($1.13 per diluted share) in Q2 2025. On an adjusted basis, net income was $42.9 million ($1.39 per diluted share) versus $38.0 million ($1.34 per diluted share) in the prior year quarter.
Added in current filing · view on EDGAR →
Title segment operating revenues increased $91.1 million (15 percent) in the second quarter 2026 compared to the second quarter 2025, primarily resulting from strong performance by our direct and agency title operations. Direct title revenues improved $15.3 million (5 percent), primarily due to increased domestic commercial transaction volume, while gross agency title revenues increased $75.8 million (25 percent).
The title segment delivered operating revenues of $683.6 million in Q2 2026, up 15% from $592.5 million in Q2 2025. Direct title revenues grew 5% to $306.6 million, driven by a 20% increase in domestic commercial revenues to $89.8 million, reflecting higher commercial transaction volume across energy and other asset classes. Gross agency title revenues rose 25% to $377.0 million.
Added in current filing · view on EDGAR →
Segment revenues increased $84.7 million (75 percent) in the second quarter 2026 compared to the second quarter 2025, primarily driven by our recently acquired MCS business and higher revenues from credit information and valuation services.
The real estate solutions segment reported revenues of $197.4 million in Q2 2026, up 75% from $112.7 million in Q2 2025. The growth was primarily driven by the recently acquired MCS business and increased revenues from credit information and valuation services. Pretax income for the segment was $18.5 million, compared to $6.7 million in the prior year quarter.
Added in current filing · view on EDGAR →
Domestic commercial revenues increased $15.2 million (20 percent) in the second quarter 2026, driven by higher commercial transaction volume across energy and other asset classes, as well as larger data center transactions. Domestic commercial closed orders improved 21 percent, while the average domestic commercial fee per file remained relatively consistent with the prior year quarter at $16,900, primarily due to asset class mix.
Domestic commercial title revenues reached $89.8 million in Q2 2026, up 20% from $74.6 million in Q2 2025. Closed commercial orders increased 21% to 5,324 from 4,415 in the prior year quarter. The average fee per commercial file remained stable at $16,900, reflecting consistent pricing despite higher transaction volumes across energy, data center, and other asset classes.
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Figures/quotes linked to EDGAR · Narrative written by AI · Jul 23, 2026 · How we verify