Stewart: 3 Key Takeaways for Long-Term Investors

Stewart Information Services reported Q3 2026 earnings with adjusted EPS of $1.33 amid high mortgage rates impacting residential transactions. The company is leveraging AI-driven title search automation, commercial expansion (25% premium growth), and $300 million in excess reserves to maintain margins and gain market share during housing market weakness. Management expects margin recovery to 13-14% and multi-year margin expansion through strategic investments.