Stewart Q1 Revenue Jumps 28% to $781M, Net Income Hits $17M
Stewart Information Services reported Q1 net income of $17.0 million ($0.55/share) and adjusted net income of $24.1 million ($0.78/share) on revenue of $781.3 million, up from $612.0 million a year earlier. Title segment operating revenues jumped 21% to $603.2 million, driving pretax profit growth of 112% to $25.0 million.
1. Q1 2026 Financial Results
Stewart achieved total revenues of $781.3 million for the quarter, up 28% from $612.0 million in Q1 2025. Net income attributable to Stewart was $17.0 million ($0.55 per diluted share), while adjusted net income rose to $24.1 million ($0.78 per diluted share).
2. Title Segment Growth
The title segment posted operating revenues of $603.2 million, a 21% increase year-over-year, and net realized and unrealized gains of $3.1 million. Pretax income in the segment more than doubled to $25.0 million, lifting adjusted pretax margin to 4.1% from 2.2%.
3. Segment Revenue Drivers
Domestic commercial title revenues surged 35% to $93.9 million, driven by larger transaction sizes in energy, industrial and retail asset classes. Domestic non-commercial revenues rose 8% to $145.6 million on higher refinancing volumes, while gross agency revenues increased 25%.
4. Management Commentary
Stewart’s leadership highlighted strong momentum across its title and real estate services lines despite housing market volatility. The company emphasized continued focus on customer service excellence and expansion across both direct and agency channels.