Apel Thomas G reported acquisition or exercise transactions in this Form 4 filing.
Stewart Information Services Corp director Thomas G. Apel received an award of 1,791 shares of Common Stock on May 7, 2026 under STC's 2020 Incentive Plan. After this grant, he directly owns a total of 44,182 shares of the company's common stock.
Stewart Information Services delivered sharply stronger results for the quarter ended March 31, 2026. Operating revenues rose to $764.6M from $596.3M, driven by growth in both title and real estate solutions. Net income attributable to Stewart increased to $17.0M, or $0.55 per diluted share, versus $3.1M and $0.11 a year earlier.
Title segment operating revenues increased 21% to $603.2M, with domestic commercial fees up 35% and non‑commercial revenues up 8%. Pretax income in title more than doubled to $25.0M, helped by a lower title loss ratio of 3.1% versus 3.5%. Real estate solutions revenues grew 66% to $161.4M, boosted by credit information services and the Mortgage Contracting Services acquisition, lifting segment pretax income to $11.0M.
Cash and cash equivalents ended at $271.2M, down from $321.8M as operating, investing and financing activities used cash, while total debt remained about $646.7M. Book value per share was $53.84 with 30.4M shares outstanding. Management reports adequate liquidity and no material changes in risk factors or controls.
STEWART INFORMATION SERVICES CORP Group President Ryan M. Swed reported routine stock compensation activity involving restricted stock units (RSUs). On May 1, 2026, he exercised RSUs covering 802 shares of common stock, reflecting a vesting event under his equity awards.
In connection with this vesting, 241 shares of common stock were disposed of at $69.10 per share to satisfy tax obligations, a tax-withholding disposition rather than an open-market sale. After these transactions, Swed directly owned 11,393 shares of STC common stock. Footnotes explain each RSU represents one share and that the units vest in three equal annual installments through May 1, 2026.
Vanguard Capital Management reported beneficial ownership of 1,553,478 shares of Stewart Information Services Corp Common Stock, representing 5.09% of the class. The filing states Vanguard has sole dispositive power over 1,553,478 shares and sole voting power over 223,773 shares. The filing identifies holdings across Vanguard funds and managed accounts and is signed by Ashley Grim on 04/30/2026.
Stewart Information Services Corp Group President Brad Rable reported a bona fide gift of 300 shares of common stock on April 28, 2026. The gift carried a reported price of $0.00 per share. Following this disposition, Rable directly owns 29,330 shares, indicating a small, non-market transfer of his holdings.
Stewart Information Services Corp Chief Financial Officer David C. Hisey sold 10,992 shares of common stock in open-market transactions. The sales occurred on April 24, 2026 at weighted-average prices of $71.47 and $71.09 per share.
After these transactions, Hisey directly owns 61,929 shares of Stewart common stock. The reported prices are weighted averages for multiple trades, with actual sale prices ranging from $70.28 to $71.27 for one block and from $71.28 to $71.88 for the other.
Stewart Information Services reported sharply stronger results for the quarter ended March 31, 2026. Total revenues rose to $781.3 million, up from $612.0 million a year earlier, while net income attributable to Stewart increased to $17.0 million from $3.1 million. On an adjusted basis, net income was $24.1 million, compared with $7.0 million, and diluted EPS improved to $0.55 (adjusted $0.78) from $0.11 (adjusted $0.25).
The Title segment delivered operating revenues of $603.2 million, up 21%, with pretax income more than doubling to $25.0 million and adjusted pretax margin improving to 4.1%. Domestic commercial title revenues grew 35%, helped by larger transaction sizes, while loss ratios and cost ratios both improved.
The Real Estate Solutions segment posted operating revenues of $161.4 million, up 66%, with adjusted pretax income of $20.2 million and adjusted pretax margin of 12.5%. Operating cash outflow narrowed to $4.5 million from $29.9 million, and management highlighted momentum across businesses despite housing and macroeconomic volatility.
Allspring Global Investments Holdings, LLC amended a Schedule 13G to report beneficial ownership of 1,489,626 shares of Stewart Information Services Company common stock, representing 4.9% of the class as shown on the filing. The filing states sole voting power of 1,433,854 shares and sole dispositive power of 1,489,626 shares. The shares are owned of record by clients of investment advisers identified in Exhibit A, and no client is reported to hold more than five percent of the class.
Stewart Information Services Group President Erinlea Sheckler reported several equity compensation moves involving restricted stock units and common shares. On March 26, 2026, she exercised restricted stock units into 1,519 and 807 shares of common stock, while receiving two separate grants of 4,799 restricted stock units each. To cover tax obligations, 380 and 202 common shares were withheld at $59.3800 per share. Following these transactions, she holds 9,988 shares of common stock directly. Each restricted stock unit represents a contingent right to one share, with various awards vesting annually between 2025 and 2029.