Title giants lean on commercial deals and AI to boost Q1 profitability

"Stewart Information Services Corp. reported first quarter revenue of $781.3 million up from $612 million a year earlier. Net income attributable to the company rose to $17 million compared with $3.1 million during the first quarter of 2025. The company's title segment generated $603.2 million in operating revenue, a 21% increase year-over-year. Pretax income for the segment more than doubled to $25 million."

"Commercial business remained a key growth driver. Domestic commercial title revenue climbed 35% to $93.9 million fueled by larger transaction sizes and higher volumes in energy, industrial, site development, data center and retail properties. Average commercial fees per file increased 33% to $21,100. Residential operations also improved. Domestic non-commercial revenue rose 8% to $145.6 million, while residential fees held steady at $3,300 per file."

"Agency operations expanded significantly, as well. Gross agency revenue increased 25%, while revenue net of agency retention rose 23%. Title losses improved to 3.1% of title operating revenue, compared with 3.5% a year earlier. I am proud of our first quarter results as they reflect the momentum we've built in each of our businesses, said CEO Fred Eppinger."

"Stewart's real estate solutions division, which includes credit information services and mortgage services acquired last year from Mortgage Contracting Services, posted 66% revenue growth to $161.4 million. First American Financial Corp. reported total first quarter revenue of $1.8 billion up 16% from a year earlier. Net income increased to $125 million compared with $74 million in Q1 2025. The company's title insurance and services segment generated $1.73 billion in revenue, up 17% year-over-year."

First-quarter revenue increased to $781.3 million from $612 million a year earlier. Net income attributable to the company rose to $17 million from $3.1 million. Title segment operating revenue reached $603.2 million, up 21% year-over-year, with pretax income more than doubling to $25 million. Commercial business drove growth, with domestic commercial title revenue climbing 35% to $93.9 million due to larger transaction sizes and higher volumes across energy, industrial, site development, data center, and retail properties. Average commercial fees per file increased 33% to $21,100. Domestic non-commercial revenue rose 8% to $145.6 million, while residential fees stayed at $3,300 per file. Gross agency revenue increased 25%, and revenue net of agency retention rose 23%. Title losses improved to 3.1% of title operating revenue from 3.5%. Real estate solutions revenue grew 66% to $161.4 million.

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