Stewart Information Services Reports Impressive Growth for 2025 with Strong Q4 Performance

Stewart Information Services Reports Impressive Growth for 2025

In a recent announcement, Stewart Information Services Corporation (NYSE STC) reported robust financial results for both the fourth quarter and the entire year of 2025, demonstrating remarkable growth amid improving market conditions. Total revenues rose to $790.6 million for the fourth quarter, compared to $665.9 million in the same period last year. Adjusted figures paint an equally encouraging picture, with revenues climbing to $794.4 million.

The net income attributable to Stewart reached $36.3 million for the last quarter, translating to $1.25 per diluted share, which is a substantial increase from $22.7 million, or $0.80 per diluted share, reported in Q4 of 2024. This growth is not just limited to the quarterly results; for the full year, total revenues were up to $2.9 billion from $2.5 billion the previous year, reflecting a strong recovery trajectory in the real estate market.

Fred Eppinger, Stewart's Chief Executive Officer, expressed satisfaction with the quarterly results, attributing the progress to diligent efforts across all business segments. He highlighted the company’s commitment to operational excellence and capitalizing on favorable market opportunities. Furthermore, the company reported a pretax income of $51.7 million in Q4, up from $35.4 million year-over-year, pinpointing an adjusted pretax income of $67.5 million, a substantial increase over the previous period.

Segment Performance Highlights

Stewart's title segment saw impressive gains, with operating revenues soaring to $668.4 million in the fourth quarter of 2025, marking a 19% increase from the same period last year. This increased revenue was driven by robust performances from both direct and agency title operations, with growth rates of 18% and 20% respectively. Adjusted pretax income for the title segment reached $68.1 million, reflecting a 35% increase from the previous year.

However, the segment did experience some challenges, including $3.8 million in pretax net realized and unrealized losses, primarily within the title segment. Despite this, the overall positive trends in revenue generation have led to a notable improvement in the pretax margin for the title segment, increasing to 10% in Q4 from 8.8% in the previous year.

Meanwhile, the Real Estate Solutions segment reported total revenues of $111.9 million, representing a 29% increase from the prior year. The pretax income surged to $3.9 million, a remarkable 317% increase compared to the same quarter of 2024. Adjusted pretax income for this segment also saw a robust growth trajectory, reflecting the company's ability to enhance its credit information services amid a recovering economic backdrop.

Looking Ahead

Stewart's continued focus on operational improvements, cost management, and market agility are expected to position the company favorably for future growth. The company's total operating expenses increased due to higher employee costs and operational expenses; however, as a percentage of total operating revenues, these costs have improved, resulting in enhanced efficiency.

As they navigate the challenges and opportunities within the real estate market, Stewart Information Services will be hosting a conference call to discuss these results further, which will take place at 8:30 a.m. ET on February 5, 2026. With a strong track record of performance and future growth potential, the company seems poised for an impressive journey in the evolving landscape of real estate services.

Conclusion

With substantial revenue increases and improved profitability metrics, Stewart Information Services Corporation sets itself apart as a leader in the real estate services sector. Its 2025 report reflects not only a recovery from previous market conditions but also a solid foundation for future expansion and success. As the company continues to adapt to market dynamics, stakeholders and investors alike stand to benefit from its strategic initiatives and operational excellence.