Citizens Initiates Coverage on Stewart Information Services with Outperform Rating
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6d ago
0mins
Should l Buy STC?
Source: seekingalpha
- Coverage Initiation: Citizens has initiated coverage on Stewart Information Services (STC) with a Market Outperform rating and a price target of $80, reflecting analysts' confidence in the company's growth prospects.
- Stock Performance: During Monday morning trading, Stewart's shares rose by 0.95% to $68.07, indicating a positive market reaction to the company's outlook, despite the lack of improvement in the overall housing market.
- Financial Valuation: Stewart's shares currently trade at approximately 1.3x book value and about 9x projected 2027 EPS, with an expected 2027 ROE of 13%, aligning with the median of its peer group, suggesting attractive valuation.
- Market Competitive Advantage: Analysts highlight Stewart's oligopolistic position in the title insurance market, combined with a refreshed management team, suggesting the company is poised for strong growth and margin expansion even without a favorable housing market backdrop.
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Analyst Views on STC
Wall Street analysts forecast STC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for STC is 81.50 USD with a low forecast of 81.00 USD and a high forecast of 82.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
0 Buy
2 Hold
0 Sell
Hold
Current: 70.870
Low
81.00
Averages
81.50
High
82.00
Current: 70.870
Low
81.00
Averages
81.50
High
82.00
About STC
Stewart Information Services Corporation is a global real estate services company, offering products and services through its direct operations, network of Stewart Trusted Providers and family of companies. It provides services to homebuyers and sellers, residential and commercial real estate professionals, and others. Its segments include title insurance and related services, real estate solutions, and corporate. Title insurance and related services segment includes the functions of searching, examining, closing and insuring the condition of the title to real property. This segment includes home and personal insurance services, Internal Revenue Code Section 1031 tax-deferred (Section 1031) exchanges, and digital customer engagement platform services. Real estate solutions segment supports the real estate mortgage industry by primarily providing credit and real estate information services, valuation management services, online notarization and closing solutions, and search services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Significant Adjusted Income Increase: Adjusted net income reached $47.9 million ($1.65 per diluted share), up 52% from $31.5 million ($1.12 per diluted share) in Q4 2024, reflecting ongoing progress and enhanced profitability across all business lines.
- Strong Title Segment Performance: The title segment's operating revenue increased by 19% to $668.5 million in Q4 2025, driven by robust performances in direct and agency title operations, which grew by 18% and 20% respectively, laying a foundation for future market share expansion.
- Improved Cash Flow: Net cash provided by operations improved to $89.5 million in Q4 2025, a 31% increase from $68.0 million in Q4 2024, demonstrating significant progress in enhancing operational efficiency and profitability.
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