$ORI

Old Republic International Corp (ORI) reported Q3 2026 earnings with consolidated pre-tax operating income declining to $227M from $248M YoY. Specialty Insurance combined ratio worsened to 96.0% from 94.8%, impacted by reserve development and liability losses. CEO Craig Smiddy highlighted growth in auto warranty and ECM businesses, and addressed challenges in commercial auto and title insurance due to legal system abuse and rising mortgage rates.

Piper Sandler kept a Neutral rating on Old Republic Intl (ORI) with a $42 price target, suggesting a 4.8% upside. The firm cited limited growth catalysts and missed earnings expectations as reasons for the rating. ORI closed at $40.08 on Oct 22.

Raymond James downgraded Old Republic International (ORI) to Outperform from Strong Buy, lowering its price target to $45.00. Concerns include housing market weakness and competition in specialty insurance. ORI's Q3 2026 earnings missed estimates, with EPS of $0.73 vs. $0.80 expected, though revenue rose to $2.5 billion. The company's combined ratio increased to 96.1%. ORI maintains a 56-year dividend streak and a 3.14% yield.

Old Republic reported Q3 net income of $243.2M, down from $279.5M last year, despite an 8.8% rise in premiums and fees to $2.27B. Net operating income fell 7.8% to $181.4M, with a combined ratio of 96.1%. Book value per share rose 5.7% to $24.65, and the company returned $190.2M to shareholders through repurchases and dividends.

ORI (Old Republic International) is expected to report Q3'26 earnings on Oct 22, with revenue estimated at 2.49B USD and EPS at 0.79 USD, according to the company.

Old Republic International (ORI) fell 8.8% post-earnings, trading at $59.72. Radian Group (RDN) reported $580.7M revenue, up 95.7% YoY, but missed EPS estimates, dropping 14.4% to $33.51. Skyward Specialty Insurance (SKWD) posted $489.5M revenue, up 53% YoY, beating estimates, but fell 10.4% to $55.17. Kinsale Capital Group (KNSL) reported $548.5M revenue, up 16.8% YoY, beating estimates, and remained flat at $331.18.

MONROE CAROLYN (SVP - Title Insurance) sold 4,386 shares of OLD REPUBLIC INTERNATIONAL CORP (ORI) at $42.01 ($0.18M total) on 2026-09-01.

Old Republic International (ORI) raised its quarterly dividend by 8.6% to $0.315 per share, totaling $1.26 annually. The stock, trading at $42.45, shows strong long-term returns but recent momentum has eased. Analysts debate its valuation, with some seeing it as 2% undervalued at $43.50 fair value, citing growth and competitive advantages, while others point to profit contraction and market pressures.

A review of Q2 earnings for 32 property and casualty insurers found group revenues 2.3% above consensus and next-quarter guidance 0.9% higher, while shares fell 1.1% on average. Selective Insurance Group (SIGI) reported $1.39B revenue (+4.6% YoY), beating revenue estimates; shares fell 6%. Essent (ESNT) rose 6% after a revenue beat; Radian (RDN) fell 5.4% after an EPS miss.

Old Republic International (NYSE: ORI) said its board declared a regular quarterly dividend of $0.315 per share. The dividend is payable Sept. 15, 2026 to shareholders of record Sept. 4, 2026. The company expects a full-year dividend of $1.26 per share versus $1.16 in 2025, an 8.6% rise.