Stewart Information Services

New Digital Services And Higher Dividend Will Drive Shareholder Opportunity

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Sep 24

Updated

09 Dec 25

Views

33

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

3.0%

7D

-3.5%

Loading

1Y

3.0%

7D

-3.5%

You can edit this narrative until Dec 10 10:10 PM. Then, changes will post as Updates.

Author's Valuation

US$8010.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

STC: Compliance Platform Launch Will Support Stable Outlook And Dividend Profile

Analysts have modestly reaffirmed their view on Stewart Information Services, maintaining a fair value estimate of approximately $80.00 per share. They see essentially unchanged long term assumptions for revenue growth, profit margins, and valuation multiples supporting a stable outlook.

Shared on 25 Nov 25

Fair value Increased 2.56%

STC: Margin Improvements And Dividend Hike Will Support Fair Value Outlook

Analysts have raised the fair value estimate for Stewart Information Services from $78 to $80, citing improvements in profit margin projections even though revenue growth expectations are slightly lower. What's in the News Stewart Information Services has launched FINCEN Reporting Services (FRS), a new industry-first platform designed to streamline compliance with the delayed Anti-Money Laundering Rule.

Shared on 10 Nov 25

STC: Future Stability Will Rely On Dividend Increase Amid Regulatory Pressures

Analysts have maintained their fair value estimate for Stewart Information Services at $78.00. This reflects confidence in the company’s recent performance and stable future outlook, despite minor adjustments in underlying assumptions.

Shared on 27 Oct 25

Fair value Increased 2.77%

Analysts have raised their price target for Stewart Information Services from $75.90 to $78.00. This change reflects recent updates to company forecasts and revised assumptions on fair value.

Shared on 30 Apr 25

Fair value Decreased 2.95%

AnalystConsensusTarget has increased revenue growth from 8.7% to 10.3%, increased profit margin from 5.6% to 6.3% and decreased future PE multiple from 14.8x to 12.3x.

Shared on 23 Apr 25

Fair value Decreased 1.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.92%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 1.10%

AnalystConsensusTarget has decreased revenue growth from 10.3% to 8.8%, decreased profit margin from 6.3% to 5.6% and increased future PE multiple from 12.4x to 14.8x.

AnalystConsensusTarget Fair Value

US$80

10.5% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

9.57%

Insurance revenue growth rate

0.27%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.96%

Calculation

US$243.08m

Earnings '28

x

11.27x

PE Ratio '28

=

US$2.74b

Market Cap '28

US$2.74b

Market Cap '28

/

28.67m

No. shares '28

=

US$95.58

Share Price '28

US$95.58 Share Price '28

Discounted to 2025 @ 6.96% p.a.

=

US$78.12

Fair Value '25