Old Republic International Corporation $ORI Shares Sold by QRG Capital Management Inc.

QRG Capital Management Inc. reduced its stake in Old Republic International Corporation (NYSE:ORI) by 54.6% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 11,039 shares of the insurance provider’s stock after selling 13,252 shares during the quarter. QRG Capital Management Inc.’s holdings in Old Republic International were worth $469,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the stock. Ameritas Advisory Services LLC purchased a new position in shares of Old Republic International in the second quarter worth $34,000. Caldwell Trust Co increased its position in shares of Old Republic International by 75.0% in the 3rd quarter. Caldwell Trust Co now owns 1,050 shares of the insurance provider’s stock valued at $45,000 after acquiring an additional 450 shares during the period. SJS Investment Consulting Inc. increased its position in shares of Old Republic International by 37.1% in the 3rd quarter. SJS Investment Consulting Inc. now owns 1,101 shares of the insurance provider’s stock valued at $47,000 after acquiring an additional 298 shares during the period. Headlands Technologies LLC acquired a new stake in Old Republic International during the 2nd quarter worth about $46,000. Finally, SBI Securities Co. Ltd. lifted its position in Old Republic International by 29.0% during the 2nd quarter. SBI Securities Co. Ltd. now owns 1,219 shares of the insurance provider’s stock worth $47,000 after acquiring an additional 274 shares during the period. Hedge funds and other institutional investors own 70.92% of the company’s stock.

Old Republic International Stock Performance

Shares of ORI stock opened at $39.08 on Friday. The stock has a market cap of $9.67 billion, a PE ratio of 13.07 and a beta of 0.76. Old Republic International Corporation has a 52-week low of $34.43 and a 52-week high of $46.76. The business has a 50-day simple moving average of $44.48 and a 200-day simple moving average of $41.33. The company has a quick ratio of 0.26, a current ratio of 0.26 and a debt-to-equity ratio of 0.25.

Old Republic International (NYSE:ORI) last announced its quarterly earnings results on Thursday, January 22nd. The insurance provider reported $0.74 earnings per share for the quarter, missing the consensus estimate of $0.89 by ($0.15). Old Republic International had a net margin of 9.53% and a return on equity of 17.11%. The company had revenue of $2.39 billion for the quarter, compared to analysts’ expectations of $2.31 billion. During the same quarter in the prior year, the business posted $0.90 earnings per share. On average, equities analysts expect that Old Republic International Corporation will post 3.17 EPS for the current year.

Old Republic International Announces Dividend

The company also recently announced a special dividend, which was paid on Wednesday, January 14th. Investors of record on Friday, January 2nd were paid a $2.50 dividend. The ex-dividend date was Friday, January 2nd. Old Republic International’s payout ratio is currently 38.80%.

Insiders Place Their Bets

In other news, Director Therace Risch bought 1,000 shares of the stock in a transaction dated Monday, November 3rd. The shares were acquired at an average cost of $39.14 per share, with a total value of $39,140.00. Following the purchase, the director directly owned 10,625 shares in the company, valued at $415,862.50. The trade was a 10.39% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Carolyn Monroe sold 6,680 shares of the firm’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $44.54, for a total value of $297,527.20. Following the sale, the senior vice president owned 29,075 shares in the company, valued at $1,295,000.50. This trade represents a 18.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.10% of the company’s stock.

Key Headlines Impacting Old Republic International

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

• Positive Sentiment: Strong top-line and reported net income gain — Old Republic reported higher revenue ($2.39B) and net income rose to $206.3M versus $105.1M a year ago, showing underlying business scale and title segment momentum. OLD REPUBLIC REPORTS RESULTS FOR THE FOURTH QUARTER AND FULL YEAR 2025
• Positive Sentiment: Title insurance and conservative investment positioning remain strengths — commentary on the call and analyst notes point to commercial title momentum and an investment portfolio that is yield-accretive and conservative, which should support earnings over time. Old Republic: Q4 Underwriting Results Add To Margin Fears
• Neutral Sentiment: Full earnings materials and call transcript are available for detailed review — the company posted its press release, slide deck and the earnings call transcript for investors to assess reserve development and segment-level detail. Reviewing the slides/transcript is key to evaluating whether underwriting trends are temporary. Earnings Call Transcript
• Negative Sentiment: EPS miss and weaker operating earnings — Q4 EPS came in at $0.74 vs. the ~$0.89 consensus, and net operating income was down year-over-year, which disappointed investors despite revenue growth. Old Republic Q4 Earnings Lag Estimates
• Negative Sentiment: Underwriting pressure and high combined ratio — the company reported a roughly 96% combined ratio for Q4 driven by reserve additions in trucking and other underwriting areas; analysts warn this raises margin risk heading into 2026. Q4 Underwriting Results Add To Margin Fears
• Negative Sentiment: Analyst cut and price-target reset — Piper Sandler moved to a “neutral” rating and cut its price target sharply (from $51 to $38), increasing near-term downside risk and likely contributing to selling pressure. Piper Sandler Downgrade

Wall Street Analyst Weigh In

ORI has been the topic of a number of research reports. Piper Sandler reissued a “neutral” rating and issued a $38.00 price objective (down from $51.00) on shares of Old Republic International in a report on Thursday. Weiss Ratings reiterated a “buy (a)” rating on shares of Old Republic International in a research report on Wednesday, December 24th. Two investment analysts have rated the stock with a Strong Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, Old Republic International presently has a consensus rating of “Buy” and a consensus price target of $42.50.

Old Republic International Company Profile

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.