Stewart Reports First Quarter 2018 Results

Stewart Reports First Quarter 2018 Results

HOUSTON, May 3, 2018 -- Stewart Information Services Corporation (NYSE: STC) today reported a net loss attributable to Stewart of $3.8 million ($0.16 per diluted share) for the first quarter 2018 compared to net income attributable to Stewart of $4.1 million ($0.17 per diluted share) for the first quarter 2017. Pretax loss before noncontrolling interests for the first quarter 2018 was $3.3 million compared to a pretax income before noncontrolling interests of $5.9 million for the first quarter 2017.

First quarter 2018 results included:

”Following the announcement of our agreement with Fidelity National, we have actively engaged with our associates and customers to discuss the many opportunities this partnership offers as we move forward with the regulatory approval process,” stated Matthew W. Morris, chief executive officer. “With respect to our first quarter 2018 results, we saw lower homes sales and weaker refinancing volumes while our commercial business continued its momentum from last year by outperforming expectations and growing 12% in what typically is the most challenging quarter seasonally.

Fidelity Acquisition Update

The regulatory approval process for Fidelity National’s acquisition of Stewart started with preliminary Hart-Scott-Rodino filings to the Federal Trade Commission on March 30, 2018. The Form A filings to the states of domicile for Stewart’s two underwriters, Texas (Stewart Title Guaranty Company) and New York (Stewart Title Insurance Company) were made on April 27, 2018.

Selected Financial Information

Summary results of operations are as follows (dollars in millions, except per share amounts):

Quarter Ended March 31,
2018
2017
Total revenues
437.2
443.0
Pretax (loss) income before noncontrolling interests
(3.3)
5.9
Income tax benefit
(1.3)
(0.1)
Net (loss) income attributable to Stewart
(3.8)
4.1
Net (loss) income per diluted share attributable to Stewart
(0.16)
0.17

Title Segment

Summary results of the title segment are as follows (dollars in millions, except pretax margin):

Quarter Ended March 31,
2018
2017
Change
Total operating revenues
422.4
420.7
0%
Investment income and other net gains
3.0
5.1
(40)%
Pretax income
5.1
12.3
(58)%
Pretax margin
1.2%
2.9%

Title revenues in the first quarter 2018 slightly increased from the prior year quarter. Pretax income declined $7.2 million in the first quarter 2018, compared to the first quarter 2017, with $2.2 million of net unrealized losses relating to changes in fair value of investments in equity securities, which primarily reduced the segment’s investment income and other net gains in the first quarter 2018 compared to the prior year quarter. The title segment did incur increased employee costs, primarily driven by our Title365 acquisition during the second quarter 2017, and a lower agency remittance rate, partially offset by lower title loss expenses.

Direct title revenue information is presented below (dollars in millions):

Quarter Ended March 31,
2018
2017
Change
Non-commercial:
Domestic
115.7
123.1
(6)%
International
18.2
18.3
(1)%
Commercial:
Domestic
47.5
41.6
14%
International
4.1
4.4
(7)%
Total direct title revenues
185.5
187.4
(1)%

Non-commercial domestic revenue includes revenues from purchase transactions and centralized title operations (processing primarily refinancing and default title orders), which decreased 2 percent and 40 percent, respectively, in the first quarter 2018 compared to the prior year quarter due to lower closed orders as influenced by the industry’s lower home sales, rising home prices and falling refinancing activities. Total commercial revenues improved 12 percent from the prior year quarter primarily due to strong performance by our domestic operations, generating higher dollar transactions which more than offset the 11 percent decrease in commercial orders closed. Total international title revenues decreased 2 percent in the first quarter 2018 compared to the prior year quarter driven by lower volumes, partially offset by the stronger foreign exchange rates against the U.S. dollar.

Gross revenues from independent agency operations in the first quarter 2018 increased 2 percent compared to the first quarter 2017. The independent agency remittance rate in the first quarter 2018 decreased to 17.6 percent from 18.1 percent in the prior year quarter as a result of the geographic mix of our agency business (decreased revenues in higher-remitting states and increased revenues in lower-remitting states). Agency revenues, net of agency retention, decreased 1 percent in the first quarter 2018 compared to the prior year quarter.

Ancillary Services and Corporate Segment

Summary results of the ancillary services and corporate segment are as follows (dollars in millions):

Quarter Ended March 31,
2018
2017
Change
Total revenues
11.8
17.2
(31)%
Pretax loss
(8.4)
(6.4)
(31)%

First quarter 2018 segment revenues declined compared to the prior year quarter primarily due to lower revenues generated by the valuation services operations resulting from reduced orders from our principal customers. The segment’s pretax results for the first quarter 2018 included $2.3 million of third party advisory expenses relating to the strategic alternatives review. Excluding these charges, the segment pretax results would have improved 3 percent from the prior year quarter. The segment’s results for the first quarter 2018 and 2017 included approximately $8.1 million and $5.5 million, respectively, of net expenses attributable to parent company and corporate operations.

Expenses

Employee costs for the first quarter 2018 were $138.8 million, or 1 percent lower compared to the prior year quarter. Salaries declined 2 percent as a result of an approximately 5 percent reduction in average employee counts, primarily related to volume declines in our ancillary services and centralized title operations; while incentive compensation tied to performance decreased 18 percent from the prior year quarter. These declines were partially offset by increased commissions primarily related to higher commercial title revenues. As a percentage of total operating revenues, employee costs for the first quarter 2018 were 32.0 percent, which is comparable to 31.9 percent in the prior year quarter.

Other operating expenses for the first quarter 2018 increased 2 percent to $80.3 million from $78.3 million in the first quarter 2017. This increase was primarily due to higher third-party advisory fees, related to the strategic alternatives review, and increased outside title search fees related to commercial revenues, partially offset by decreased costs of services within ancillary services. As a percentage of total operating revenues, other operating expenses for the first quarter 2018 were 18.5 percent compared to 17.9 percent in the prior year quarter. As noted earlier, other operating costs for the first quarter 2018 included $2.3 million of third-party advisory fees related to the strategic alternatives review; excluding these charges, the other operating expenses ratio for the first quarter 2018 was 18.0 percent, comparable to the prior year quarter.

Title loss expenses decreased 8 percent to $19.0 million in the first quarter 2018, compared to $20.7 million in the first quarter 2017. Title losses were 4.5 percent of title revenues in the first quarter 2018 compared to 4.9 percent in the prior year quarter primarily as a result of lowering our loss provisioning rate. We expect our loss provisioning rate will range between 4.5 to 4.8 percent for the year 2018.

Other

Net cash used by operations in the first quarter 2018 increased to $28.9 million, compared to net cash used of $19.2 million in the prior year quarter, primarily due to the net loss generated in the first quarter 2018, compared with the net income from the first quarter 2017, and higher payments on accounts payable and other liabilities, partially offset by lower claim payments.

First Quarter 2018 Earnings Call

Stewart will hold a conference call to discuss the first quarter 2018 earnings at 3:00 p.m. Eastern Time on Thursday, May 3, 2018. To participate, dial (877) 876-9176 (USA) and (785) 424-1667 (International) - access code STCQ118. Additionally, participants can listen to the conference call through Stewart’s Investor Relations website at http://www.stewart.com/en/investor-relations/earnings-call.html. The conference call replay will be available from 4:00 p.m. Eastern Time on May 3, 2018 until midnight on May 10, 2018, by dialing (800) 839-1232 (USA) or (402) 220-0460 (International) - the access code is also STCQ118.

About Stewart

Stewart Information Services Corporation (NYSE:STC) is a global real estate services company, offering products and services through our direct operations, network of Stewart Trusted Providers™ and family of companies. From residential and commercial title insurance and closing and settlement services to specialized offerings for the mortgage industry, we offer the comprehensive service, deep expertise and solutions our customers need for any real estate transaction. At Stewart, we believe in building strong relationships – and these partnerships are the cornerstone of every closing, every transaction and every deal. Stewart. Real partners. Real possibilities.™ More information is available at the Company’s website at stewart.com, or you can subscribe to the Stewart blog at blog.stewart.com, or follow Stewart on Twitter® @stewarttitleco.

Forward-looking statements. Certain statements in this news release are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements relate to future, not past, events and often address our expected future business and financial performance. These statements often contain words such as "expect," "anticipate," "intend," "plan," "believe," "seek," "will," "foresee" or other similar words. Forward-looking statements by their nature are subject to various risks and uncertainties that could cause our actual results to be materially different than those expressed in the forward-looking statements. These risks and uncertainties include, among other things, the challenging economic conditions; adverse changes in the level of real estate activity; changes in mortgage interest rates, existing and new home sales, and availability of mortgage financing; our ability to respond to and implement technology changes, including the completion of the implementation of our enterprise systems; the impact of unanticipated title losses or the need to strengthen our policy loss reserves; any effect of title losses on our cash flows and financial condition; the ability to attract and retain highly productive sales associates; the impact of vetting our agency operations for quality and profitability; independent agency remittance rates; changes to the participants in the secondary mortgage market and the rate of refinancing that affects the demand for title insurance products; regulatory non-compliance, fraud or defalcations by our title insurance agencies or employees; our ability to timely and cost-effectively respond to significant industry changes and introduce new products and services; the outcome of pending litigation; the impact of changes in governmental and insurance regulations, including any future reductions in the pricing of title insurance products and services; our dependence on our operating subsidiaries as a source of cash flow; the continued realization of expense savings from our cost management program; our ability to successfully integrate acquired businesses; our ability to access the equity and debt financing markets when and if needed; our ability to grow our international operations; seasonality and weather; and our ability to respond to the actions of our competitors. These risks and uncertainties, as well as others, are discussed in more detail in our documents filed with the Securities and Exchange Commission, including our Annual Report on Form 10-K for the year ended December 31, 2017, and if applicable, our Quarterly Reports on Form 10-Q, and our Current Reports on Form 8-K. All forward-looking statements included in this news release are expressly qualified in their entirety by such cautionary statements. We expressly disclaim any obligation to update, amend or clarify any forward-looking statements contained in this news release to reflect events or circumstances that may arise after the date hereof, except as may be required by applicable law.

STEWART INFORMATION SERVICES CORPORATION

CONDENSED STATEMENTS OF OPERATIONS (UNAUDITED)

(In thousands of dollars, except per share amounts and except where noted)

Quarter Ended March 31,
2018
2017
Revenues:
Title revenues:
Direct operations
185,512
187,428
Agency operations
236,854
233,349
Ancillary services
11,831
17,304
Total operating revenues
434,197
438,081
Investment income
4,704
4,671
Investment and other (losses) gains - net
(1,671)
287
437,230
443,039
Expenses:
Amounts retained by agencies
195,207
191,175
Employee costs
138,822
139,785
Other operating expenses
80,267
78,318
Title losses and related claims
18,981
20,701
Depreciation and amortization
6,234
6,378
Interest
974
817
440,485
437,174
(Loss) income before taxes and noncontrolling interests
(3,255)
5,865
Income tax benefit
(1,294)
(144)
Net (loss) income
(1,961)
6,009
Less net income attributable to noncontrolling interests
1,819
1,922
Net (loss) income attributable to Stewart
(3,780)
4,087
Net (loss) earnings per diluted share attributable to Stewart
(0.16)
0.17
Diluted average shares outstanding (000)
23,508
23,569
Selected financial information:
Net cash used by operations
(28,926)
(19,189)
Other comprehensive (loss) income
(9,847)
3,425
Monthly Order Counts:
Opened Orders 2018:
Jan
Feb
Mar
Total
Closed Orders 2018:
Jan
Feb
Mar
Total
Commercial
3,294
2,760
2,920
8,974
Commercial
2,219
2,028
2,273
6,520
Purchase
17,023
17,753
21,715
56,491
Purchase
10,855
10,943
14,883
36,681
Refinancing
7,609
7,287
8,236
23,132
Refinancing
5,129
4,538
5,212
14,879
Other
1,107
944
962
3,013
Other
886
900
1,329
3,115
Total
29,033
28,744
33,833
91,610
Total
19,089
18,409
23,697
61,195
Opened Orders 2017:
Jan
Feb
Mar
Total
Closed Orders 2017:
Jan
Feb
Mar
Total
Commercial
3,570
3,578
4,302
11,450
Commercial
2,379
2,174
2,773
7,326
Purchase
17,793
19,064
24,385
61,242
Purchase
11,765
12,022
16,415
40,202
Refinancing
7,698
6,961
8,797
23,456
Refinancing
7,241
5,886
6,081
19,208
Other
1,542
1,406
1,648
4,596
Other
784
800
1,614
3,198
Total
30,603
31,009
39,132
100,744
Total
22,169
20,882
26,883
69,934

STEWART INFORMATION SERVICES CORPORATION

CONDENSED BALANCE SHEETS

(In thousands of dollars)

March 31, 2018 (Unaudited)
December 31, 2017
Assets:
Cash and cash equivalents
103,474
150,079
Short-term investments
24,400
24,463
Investments in debt and equity securities, at fair value
679,413
709,355
Receivables – premiums from agencies
28,173
27,903
Receivables – other
57,368
55,769
Allowance for uncollectible amounts
(4,808)
(5,156)
Property and equipment, net
68,425
67,022
Title plants, at cost
74,237
74,237
Goodwill
242,736
231,428
Intangible assets, net of amortization
12,301
9,734
Deferred tax assets
4,187
4,186
Other assets
61,622
56,866
1,351,528
1,405,886
Liabilities:
Notes payable
108,595
109,312
Accounts payable and accrued liabilities
90,932
117,740
Estimated title losses
479,805
480,990
Deferred tax liabilities
15,993
19,034
695,325
727,076
Stockholders' equity:
Common Stock and additional paid-in capital
183,386
184,026
Retained earnings
484,359
491,698
Accumulated other comprehensive loss
(14,286)
(847)
Treasury stock
(2,666)
(2,666)
Stockholders’ equity attributable to Stewart
650,793
672,211
Noncontrolling interests
5,410
6,599
Total stockholders' equity
656,203
678,810
1,351,528
1,405,886
Number of shares outstanding (000)
23,734
23,720
Book value per share
27.65
28.62

STEWART INFORMATION SERVICES CORPORATION

SEGMENT INFORMATION

(In thousands of dollars)

Quarter Ended:
March 31, 2018
March 31, 2017
Title
Ancillary Services and Corporate
Consolidated
Title
Ancillary Services and Corporate
Consolidated
Revenues:
Operating revenues
422,366
11,831
434,197
420,714
17,367
438,081
Investment income
4,704
-
4,704
4,671
-
4,671
Investment and other (losses) gains - net
(1,659)
(12)
(1,671)
410
(123)
287
425,411
11,819
437,230
425,795
17,244
443,039
Expenses:
Amounts retained by agencies
195,207
-
195,207
191,175
-
191,175
Employee costs
131,604
7,218
138,822
128,160
11,625
139,785
Other operating expenses
69,171
11,096
80,267
68,254
10,064
78,318
Title losses and related claims
18,981
-
18,981
20,701
-
20,701
Depreciation and amortization
5,317
917
6,234
5,226
1,152
6,378
Interest
6
968
974
3
814
817
420,286
20,199
440,485
413,519
23,655
437,174
Income (loss) before taxes
5,125
(8,380)
(3,255)
12,276
(6,411)
5,865

Appendix A

Adjusted revenues and adjusted EBITDA

Management uses a variety of financial and operational measurements other than its financial statements prepared in accordance with United States Generally Accepted Accounting Principles (GAAP) to analyze its performance. These include: (1) adjusted revenues, which are reported revenues adjusted for any net investment and other gains and losses and (2) net income after earnings from noncontrolling interests and before interest expense, income tax expense, and depreciation and amortization and adjusted for net investment and other gains and losses and other non-operating costs such as third-party advisory costs (adjusted EBITDA). Management views these measures as important performance measures of core profitability for its operations and as key components of its internal financial reporting. Management believes investors benefit from having access to the same financial measures that management uses.

The following tables reconcile the non-GAAP financial measurements used by management to our most directly comparable GAAP measures for the quarter ended March 31, 2018 and 2017 (dollars in millions).

Quarter Ended March 31,
2018
2017
Change
Revenues
437.2
443.0
Less: Investment and other losses (gains)
1.7
(0.3)
Adjusted revenues
438.9
442.7
(1)%
Net (loss) income attributable to Stewart
(3.8)
4.1
Noncontrolling interests
1.8
1.9
Income taxes
(1.3)
(0.1)
(Loss) income before taxes and noncontrolling interests
(3.3)
5.9
Non-operating third-party advisory costs
2.3
-
Investment and other losses (gains)
1.7
(0.3)
Adjusted income before taxes and noncontrolling interests
0.7
5.6
Depreciation and amortization
6.2
6.4
Interest expense
1.0
0.8
Adjusted EBITDA
7.9
12.8
(38)%

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