Sep 2026 (Q3 FY26) — Oct 22, 2026
Stewart Information Services Q3 FY26 — Commercial Services and Acquisitions Drive Growth Amidst Residential Market Headwinds
Read the full callStewart Information Services earnings: last reported Thu, 22 Oct 2026, for the quarter ended Sep 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 899 | +24.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 37.2 | +16.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $75.19 on 22 Oct 2025 → $44.07. High $77.17 (25 Nov 2025), low $44.07 (23 Oct 2026).
Overview
Call summaries
Stewart Information Services Q3 FY26 — Commercial Services and Acquisitions Drive Growth Amidst Residential Market Headwinds
Read the full callStewart Q2 FY26 — Strong Revenue and Earnings Growth Amidst Strategic Investments
Read the full callEvery analysed call
Financials
Net profit, year on year: +17% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 668 | 666 | 612 | 722 | 797 | 791 | 781 | 899 |
| Profit before tax | 43 | 35 | 6 | 47 | 61 | 52 | 24 | 55 |
| Tax rate | 21.3% | 23.1% | 8.2% | 23.8% | 21.2% | 20.9% | 19.3% | 24.2% |
| Net profit | 30 | 23 | 3 | 32 | 44 | 36 | 17 | 37 |
| EPS ($ per share) | 1.09 | — | 0.11 | 1.14 | 1.58 | — | 0.56 | 1.22 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 24 | 24 | 27 | 27 | 27 | 28 | 28 | 31 |
| Reserves | 514 | 564 | 689 | 975 | 1,092 | 1,071 | 1,089 | 1,145 |
| Total liabilities | 693 | 839 | 966 | 1,519 | 1,368 | 1,324 | 1,319 | 1,602 |
| Fixed assets | 61 | 50 | 52 | 72 | 82 | 82 | 88 | 85 |
| Investments | 23 | 24 | 21 | 18 | 24 | 39 | 41 | 48 |
| Total assets | 1,373 | 1,593 | 1,979 | 2,813 | 2,738 | 2,703 | 2,730 | 3,253 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 84 | 166 | 276 | 390 | 192 | 83 | 136 | 206 |
| Cash from investing | 9 | 7 | -231 | -645 | -301 | -30 | -87 | -369 |
| Cash from financing | -48 | -38 | 54 | 310 | -123 | -69 | -61 | 265 |
| Net cash flow | 42 | 139 | 102 | 53 | -238 | -15 | -17 | 105 |
| Capital expenditure | -11 | -17 | -15 | -40 | -48 | -38 | -40 | -73 |
| Free cash flow | 74 | 149 | 261 | 350 | 144 | 45 | 95 | 132 |
| KPI | Jun 2026 Q2 FY26 | 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.
95 filings between Dec 2, 2025 and Aug 21, 2026.
Purchases
$192.0K
9 purchases by 1 insider
Sales
$887.2K
3 sales by 2 insiders
Also filed: 4 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Hisey David C | — | $783.5K | Apr 24, 2026 |
| BRADLEY C ALLEN JR | $192.0K | — | Jun 1, 2026 |
| Glaze Brian | — | $103.7K | Aug 21, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 21, 2026 | Glaze Brian PAO | Sale | 1,500 | $103.7K |
| Jul 1, 2026 | Bryant Iain Martyn Group President | Option exercise | 1,071 | — |
| Jul 1, 2026 | Bryant Iain Martyn Group President | Tax withheld | 261 | $17.6K |
| Jun 1, 2026 | BRADLEY C ALLEN JR Director | Purchase | 12 | $766 |
| Jun 1, 2026 | BRADLEY C ALLEN JR Director | Purchase | 230 | $14.7K |
| Jun 1, 2026 | BRADLEY C ALLEN JR Director | Purchase | 758 | $48.4K |
| May 7, 2026 | Pallotta Karen R Director | Award | 1,791 | $0 |
| May 7, 2026 | Corey William S. Jr. Director | Award | 1,791 | $0 |
| May 7, 2026 | Sanchez Rodriquez Manuel Director | Award | 1,791 | $0 |
| May 7, 2026 | Apel Thomas G Director | Award | 1,791 | $0 |
| May 7, 2026 | Morris Matthew Director | Award | 1,791 | $0 |
| May 7, 2026 | Clarke Robert Director | Award | 3,151 | $0 |
| May 7, 2026 | Matz Deborah Jane Director | Award | 1,791 | $0 |
| May 7, 2026 | Vaid Helen Director | Award | 1,791 | $0 |
| May 7, 2026 | BRADLEY C ALLEN JR Director | Award | 1,791 | $0 |
| May 1, 2026 | Swed Ryan M. Group President | Tax withheld | 241 | $16.7K |
| May 1, 2026 | Swed Ryan M. Group President | Option exercise | 802 | — |
| Apr 28, 2026 | Rable Brad Group President | Gift | 300 | $0 |
| Apr 24, 2026 | Hisey David C Chief Financial Officer | Sale | 5,639 | $400.9K |
| Apr 24, 2026 | Hisey David C Chief Financial Officer | Sale | 5,353 | $382.6K |
| Mar 26, 2026 | EPPINGER FREDERICK H Chief Executive Officer | Tax withheld | 4,958 | $294.4K |
| Mar 26, 2026 | EPPINGER FREDERICK H Chief Executive Officer | Option exercise | 10,253 | — |
| Mar 26, 2026 | EPPINGER FREDERICK H Chief Executive Officer | Tax withheld | 3,266 | $193.9K |
| Mar 26, 2026 | EPPINGER FREDERICK H Chief Executive Officer | Option exercise | 6,753 | — |
| Mar 26, 2026 | Bryant Iain Martyn Group President | Tax withheld | 179 | $10.6K |
| Mar 26, 2026 | Rable Brad Group President | Tax withheld | 193 | $11.5K |
| Mar 26, 2026 | Rable Brad Group President | Option exercise | 792 | — |
| Mar 26, 2026 | Rable Brad Group President | Tax withheld | 306 | $18.2K |
| Mar 26, 2026 | Bryant Iain Martyn Group President | Option exercise | 734 | — |
| Mar 26, 2026 | Giddens Elizabeth Chief Legal Officer, Secretary | Option exercise | 1,040 | — |
| Mar 26, 2026 | Bryant Iain Martyn Group President | Tax withheld | 74 | $4.4K |
| Mar 26, 2026 | Kain Emily Chief Human Resource Officer | Tax withheld | 166 | $9.9K |
| Mar 26, 2026 | Kain Emily Chief Human Resource Officer | Option exercise | 680 | — |
| Mar 26, 2026 | Kain Emily Chief Human Resource Officer | Tax withheld | 211 | $12.5K |
| Mar 26, 2026 | Hisey David C Chief Financial Officer | Tax withheld | 1,148 | $68.2K |
| Mar 26, 2026 | Hisey David C Chief Financial Officer | Option exercise | 2,544 | — |
| Mar 26, 2026 | Hisey David C Chief Financial Officer | Tax withheld | 1,786 | $106.1K |
| Mar 26, 2026 | Bryant Iain Martyn Group President | Option exercise | 303 | — |
| Mar 26, 2026 | Hisey David C Chief Financial Officer | Option exercise | 3,960 | — |
| Mar 26, 2026 | Glaze Brian PAO | Tax withheld | 202 | $12.0K |
| Mar 26, 2026 | Glaze Brian PAO | Option exercise | 826 | — |
| Mar 26, 2026 | Kain Emily Chief Human Resource Officer | Option exercise | 865 | — |
| Mar 26, 2026 | Glaze Brian PAO | Tax withheld | 226 | $13.4K |
| Mar 26, 2026 | Glaze Brian PAO | Option exercise | 925 | — |
| Mar 26, 2026 | Giddens Elizabeth Chief Legal Officer, Secretary | Tax withheld | 227 | $13.5K |
| Mar 26, 2026 | Rable Brad Group President | Option exercise | 1,255 | — |
| Mar 26, 2026 | Giddens Elizabeth Chief Legal Officer, Secretary | Option exercise | 929 | — |
| Mar 26, 2026 | Giddens Elizabeth Chief Legal Officer, Secretary | Tax withheld | 254 | $15.1K |
| Mar 26, 2026 | Swed Ryan M. Group President | Tax withheld | 331 | $19.7K |
| Mar 26, 2026 | Swed Ryan M. Group President | Option exercise | 1,148 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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