Old Republic International’s (ORI) Neutral Rating Reiterated at Piper Sandler

Piper Sandler reiterated their neutral rating on shares of Old Republic International (NYSE:ORI) in a report issued on Thursday, Marketbeat.com reports. They currently have a $38.00 price target on the insurance provider’s stock, down from their previous price target of $51.00.

Separately, Weiss Ratings restated a “buy (a)” rating on shares of Old Republic International in a report on Wednesday, December 24th. Two analysts have rated the stock with a Strong Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $42.50.

Old Republic International Price Performance

ORI opened at $37.94 on Thursday. The company has a current ratio of 0.64, a quick ratio of 0.26 and a debt-to-equity ratio of 0.27. The company has a market cap of $9.39 billion, a price-to-earnings ratio of 11.19 and a beta of 0.76. The stock has a fifty day simple moving average of $44.35 and a two-hundred day simple moving average of $41.36. Old Republic International has a 12-month low of $34.43 and a 12-month high of $46.76.

Old Republic International (NYSE:ORI) last announced its earnings results on Thursday, January 22nd. The insurance provider reported $0.74 EPS for the quarter, missing analysts’ consensus estimates of $0.89 by ($0.15). The business had revenue of $2.39 billion for the quarter, compared to the consensus estimate of $2.31 billion. Old Republic International had a net margin of 10.24% and a return on equity of 16.21%. During the same quarter last year, the firm posted $0.90 EPS. Research analysts predict that Old Republic International will post 3.17 earnings per share for the current fiscal year.

Old Republic International Dividend Announcement

The company also recently disclosed a special dividend, which was paid on Wednesday, January 14th. Investors of record on Friday, January 2nd were given a dividend of $2.50 per share. The ex-dividend date of this dividend was Friday, January 2nd. Old Republic International’s dividend payout ratio is 34.22%.

Insider Transactions at Old Republic International

In other news, Director Therace Risch acquired 1,000 shares of Old Republic International stock in a transaction on Monday, November 3rd. The stock was acquired at an average cost of $39.14 per share, for a total transaction of $39,140.00. Following the purchase, the director owned 10,625 shares in the company, valued at $415,862.50. This trade represents a 10.39% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Carolyn Monroe sold 6,680 shares of the company’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $44.54, for a total transaction of $297,527.20. Following the completion of the transaction, the senior vice president owned 29,075 shares in the company, valued at approximately $1,295,000.50. This represents a 18.68% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.10% of the stock is currently owned by company insiders.

Institutional Trading of Old Republic International

Large investors have recently made changes to their positions in the stock. Thrivent Financial for Lutherans increased its holdings in Old Republic International by 2,840.8% in the 3rd quarter. Thrivent Financial for Lutherans now owns 3,926,606 shares of the insurance provider’s stock worth $166,763,000 after acquiring an additional 3,793,085 shares in the last quarter. Norges Bank bought a new position in shares of Old Republic International in the second quarter worth approximately $115,071,000. AQR Capital Management LLC boosted its position in shares of Old Republic International by 55.7% in the second quarter. AQR Capital Management LLC now owns 5,779,156 shares of the insurance provider’s stock worth $221,457,000 after purchasing an additional 2,066,965 shares during the period. Captrust Financial Advisors increased its stake in shares of Old Republic International by 98.0% in the third quarter. Captrust Financial Advisors now owns 3,197,538 shares of the insurance provider’s stock worth $135,799,000 after purchasing an additional 1,582,895 shares in the last quarter. Finally, LSV Asset Management raised its position in shares of Old Republic International by 43.7% during the 2nd quarter. LSV Asset Management now owns 2,702,316 shares of the insurance provider’s stock valued at $103,877,000 after purchasing an additional 821,975 shares during the period. 70.92% of the stock is currently owned by institutional investors.

Key Old Republic International News

Here are the key news stories impacting Old Republic International this week:

• Positive Sentiment: Revenue and some segment momentum: ORI reported revenue above Street estimates and management highlighted momentum in title insurance, particularly commercial title, which supports top-line resilience. Read More.
• Positive Sentiment: GAAP net income rose year-over-year, which helps capital / reserves positioning despite operational pressures — a cushion for investors watching solvency and dividend capacity. Read More.
• Neutral Sentiment: Earnings call details and slides are available for deeper review — useful for judging management’s plans on underwriting actions, reserve strategy and capital allocation. Read More.
• Negative Sentiment: EPS missed estimates ($0.74 vs. $0.89 consensus), and net operating income declined versus prior year — an immediate driver of the share-price reaction as earnings power was weaker than expected. Read More.
• Negative Sentiment: Underwriting deterioration: Q4 combined ratio ~96%, driven by trucking reserve additions and commercial-auto loss issues — raises near-term margin risk and increases uncertainty around 2026 underwriting results. Read More.
• Negative Sentiment: Analyst reaction: Piper Sandler cut ORI to Neutral and slashed its price target (from $51 to $38), citing commercial-auto loss issues — that downgrade tightens near-term analyst support and caps upside. Read More.
• Negative Sentiment: Market reaction and margin commentary: Multiple outlets note the stock slid after the EPS miss and management’s acknowledgement of margin pressures, reinforcing negative sentiment until underwriting trends stabilize. Read More.

About Old Republic International

Old Republic International Corporation, through its subsidiaries, engages in the insurance underwriting and related services business primarily in the United States and Canada. It operates through three segments: General Insurance, Title Insurance, and Republic Financial Indemnity Group Run-off Business. The General Insurance segment offers aviation, commercial auto, commercial multi-peril, commercial property, general liability, home and auto warranty, inland marine, travel accident, and workers' compensation insurance products; and financial indemnity products for specialty coverages, including errors and omissions, fidelity, directors and officers, and surety.