STC Stewart Information Services (STC) Q3 FY26 earnings call
Stewart navigated a challenging Q3 FY26 marked by a significant slowdown in the residential housing market due to rising mortgage rates. The company delivered adjusted EPS of $1.33, supported by strong performance in national commercial services and strategic acquisitions, which expanded capabilities and market presence. Management is focused on expense management and capitalizing on market disruptions while maintaining resources for future growth and improving margins over the next 2-3 years.
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STC operating KPIs by quarter
| KPI | Jun 2026 Q2 FY26 | This call Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Average domestic commercial fee per file | $16.9KOur average domestic commercial fee per file was comparable to last year at $16,900.Source: earnings call transcript | $16.3KDomestic commercial revenues increased $7 million or 9% as closed orders improved 18% across multiple asset classes, while average fee per file decreased 8% to $16,300 due to reduced transaction sizes with less data center and energy activity.Source: earnings call transcript | -3.6% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.