Old Republic International (NYSE:ORI) Earns “Neutral” Rating from Piper Sandler

Old Republic International (NYSE:ORI)‘s stock had its “neutral” rating reiterated by investment analysts at Piper Sandler in a note issued to investors on Thursday, MarketBeat Ratings reports. They currently have a $38.00 price target on the insurance provider’s stock, down from their prior price target of $51.00. Piper Sandler’s price objective would suggest a potential upside of 0.16% from the stock’s previous close.

Separately, Weiss Ratings reissued a “buy (a)” rating on shares of Old Republic International in a 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. Based on data from MarketBeat, Old Republic International presently has an average rating of “Buy” and a consensus price target of $42.50.

Old Republic International Trading Down 3.0%

Shares of ORI stock opened at $37.94 on Thursday. The business’s fifty day moving average price is $44.35 and its 200 day moving average price is $41.33. The firm has a market capitalization of $9.39 billion, a PE ratio of 11.19 and a beta of 0.76. The company has a debt-to-equity ratio of 0.27, a current ratio of 0.64 and a quick ratio of 0.26. Old Republic International has a 1-year low of $34.43 and a 1-year high of $46.76.

Old Republic International (NYSE:ORI) last issued its earnings results on Thursday, January 22nd. The insurance provider reported $0.74 EPS for the quarter, missing the consensus estimate of $0.89 by ($0.15). Old Republic International had a return on equity of 16.21% and a net margin of 10.24%.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 previous year, the firm posted $0.90 earnings per share. As a group, sell-side analysts forecast that Old Republic International will post 3.17 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Therace Risch purchased 1,000 shares of the firm’s stock in a transaction on Monday, November 3rd. The shares were bought at an average price of $39.14 per share, for a total transaction of $39,140.00. Following the acquisition, the director directly 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 filing with the SEC, which is available at this link. Also, SVP Carolyn Monroe sold 6,680 shares of the business’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $44.54, for a total transaction of $297,527.20. Following the sale, the senior vice president directly owned 29,075 shares of the company’s stock, valued at $1,295,000.50. This represents a 18.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.10% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the company. Vanguard Group Inc. grew its position in Old Republic International by 0.5% during the third quarter. Vanguard Group Inc. now owns 25,470,798 shares of the insurance provider’s stock valued at $1,081,745,000 after acquiring an additional 123,954 shares during the period. AQR Capital Management LLC lifted its stake in shares of Old Republic International by 30.7% in the 3rd quarter. AQR Capital Management LLC now owns 7,553,963 shares of the insurance provider’s stock valued at $319,155,000 after purchasing an additional 1,774,807 shares in the last quarter. Dimensional Fund Advisors LP lifted its stake in shares of Old Republic International by 1.8% in the 3rd quarter. Dimensional Fund Advisors LP now owns 6,717,255 shares of the insurance provider’s stock valued at $285,268,000 after purchasing an additional 116,549 shares in the last quarter. Hamlin Capital Management LLC grew its holdings in shares of Old Republic International by 0.3% during the 2nd quarter. Hamlin Capital Management LLC now owns 5,207,228 shares of the insurance provider’s stock worth $200,166,000 after purchasing an additional 15,920 shares during the period. Finally, Thrivent Financial for Lutherans increased its position in Old Republic International by 2,840.8% during the 3rd quarter. Thrivent Financial for Lutherans now owns 3,926,606 shares of the insurance provider’s stock worth $166,763,000 after purchasing an additional 3,793,085 shares in the last quarter. 70.92% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Old Republic International

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.

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.