RLI (NYSE:RLI) Announces Earnings Results

RLI (NYSE:RLI) released its quarterly earnings data on Wednesday. The insurance provider reported $0.83 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.73 by $0.10, FiscalAI reports. RLI had a return on equity of 17.73% and a net margin of 20.81%.The firm had revenue of $423.87 million for the quarter, compared to analyst estimates of $564.47 million. During the same quarter in the prior year, the company earned $0.92 earnings per share. The business’s revenue for the quarter was up 4.0% compared to the same quarter last year.

RLI Trading Down 2.4%

NYSE RLI opened at $53.63 on Friday. The company has a 50 day moving average of $59.49 and a 200-day moving average of $61.06. RLI has a 1-year low of $54.80 and a 1-year high of $78.25. The company has a market cap of $4.93 billion, a price-to-earnings ratio of 12.53 and a beta of 0.52.

RLI Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Monday, March 2nd were issued a dividend of $0.16 per share. The ex-dividend date of this dividend was Monday, March 2nd. This represents a $0.64 annualized dividend and a dividend yield of 1.2%. RLI’s dividend payout ratio (DPR) is currently 14.68%.

Trending Headlines about RLI

Here are the key news stories impacting RLI this week:

• Positive Sentiment: Q1 underwriting strength: RLI reported a first‑quarter combined ratio of 86, reflecting disciplined underwriting and profitable underwriting results that bolster near‑term earnings quality. RLI outlines underwriting discipline as Q1 combined ratio was 86
• Positive Sentiment: Investment income and modest premium growth provided offset to underwriting noise — RLI reported ~3% top‑line growth and said investment income rose year‑over‑year, helping results despite pressure in some lines. RLI Corp reports 3% top-line growth for Q1’26
• Neutral Sentiment: A++ rating upgrade increases credibility but raises valuation/earnings questions — the rating boost is a structural positive, though analysts note it may not translate into near‑term earnings upside and could already be priced in. RLI’s A++ Upgrade Raises Questions On Earnings Outlook And Valuation
• Neutral Sentiment: Earnings call: management emphasized underwriting discipline and mixed drivers across casualty and specialty lines — positives on margin control but cautious tone on competitive pressures and rate environment. RLI Corp (RLI) Q1 2026 Earnings Call Highlights: Strong Underwriting Performance Amidst Mixed …
• Neutral Sentiment: Market context: coverage notes competitive market pressures and continued rate discipline — these dynamics could limit premium growth even as loss trends improve. RLI Q1 deep dive: Competitive market pressures and rate discipline shape results
• Negative Sentiment: Revenue and sales missed expectations materially — reported revenue (~$424M) was well below some analyst estimates, which is a key driver of today’s negative price reaction. RLI (NYSE:RLI) Reports Sales Below Analyst Estimates In Q1 CY2026 Earnings
• Negative Sentiment: Analyst note: some coverage flags that Q1 results missed consensus or were weaker on key metrics (catastrophe impacts and underwriting variability), raising near‑term earnings uncertainty. RLI Q1 Earnings Miss Estimates, Investment Income Increases Y/Y

Analyst Ratings Changes

A number of research analysts recently weighed in on RLI shares. Weiss Ratings reissued a “hold (c-)” rating on shares of RLI in a report on Thursday, April 2nd. Zacks Research raised shares of RLI from a “strong sell” rating to a “hold” rating in a research report on Thursday, April 2nd. Keefe, Bruyette & Woods upgraded shares of RLI from a “moderate buy” rating to a “strong-buy” rating in a report on Tuesday, February 24th. Wells Fargo & Company cut their target price on shares of RLI from $59.00 to $55.00 and set an “equal weight” rating for the company in a research note on Thursday, April 9th. Finally, Jefferies Financial Group upgraded shares of RLI from an “underperform” rating to a “hold” rating and set a $52.00 price target on the stock in a research note on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, RLI currently has a consensus rating of “Hold” and a consensus target price of $61.50.

Institutional Trading of RLI

A number of institutional investors have recently added to or reduced their stakes in RLI. Northwestern Mutual Wealth Management Co. grew its position in shares of RLI by 156.4% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 464 shares of the insurance provider’s stock valued at $30,000 after purchasing an additional 283 shares in the last quarter. Advisory Services Network LLC purchased a new stake in shares of RLI in the third quarter worth $47,000. Danske Bank A S bought a new stake in RLI during the third quarter valued at $59,000. CIBC Private Wealth Group LLC boosted its stake in RLI by 283.2% during the third quarter. CIBC Private Wealth Group LLC now owns 958 shares of the insurance provider’s stock valued at $62,000 after buying an additional 708 shares during the period. Finally, Parallel Advisors LLC grew its position in RLI by 86.4% during the third quarter. Parallel Advisors LLC now owns 1,454 shares of the insurance provider’s stock worth $95,000 after buying an additional 674 shares in the last quarter. Hedge funds and other institutional investors own 77.89% of the company’s stock.

About RLI

RLI Corporation (NYSE:RLI) is a specialty property and casualty insurance company focused on underwriting niche risks for businesses and individuals. Headquartered in Peoria, Illinois, the company operates through a network of independent agents and brokers, offering customized coverage solutions. RLI’s approach emphasizes disciplined underwriting, targeted product development and strong customer service to maintain profitability and long-term growth.

Founded in 1965 as Replacement Lens, Inc, RLI initially provided insurance for contact lens manufacturers before shifting its focus to specialty insurance in the 1980s.