Old Republic International

ORI

Market cap $10.6B

CHICAGO, Feb. 27, 2026 /PRNewswire/ -- Old Republic International Corporation (NYSE: ORI) – today announced its Board of Directors has declared a regular quarterly cash dividend of 31.5 cents per share. This dividend is payable on March 19, 2026 to shareholders of record on March 09, 2026.

One profitable company whose shares we've held for years, and that demonstrates why a focus on shareholder value creation matters in the long run, is Old Republic International. A new mid-cap holding in the quarter was Prestige Consumer Healthcare, whose over-the-counter brands are familiar to many. A multi-year holding that has struggled recently is Watsco, the largest wholesale distributor of HVAC and refrigeration equipment in the United States.

It published its latest quarterly figures, and investors weren't impressed by the performance. It missed significantly on the consensus analyst estimate for profitability.

Old Republic International Corporation (ORI) Q4 2025 Earnings Call Transcript

Old Republic International is rated 'hold' as recent underwriting weakness and a special dividend payment create uncertainty despite an 11x earnings multiple. Q4's 96% combined ratio, driven by trucking reserve additions, likely overstates weakness, but ongoing underwriting risks warrant caution into 2026. Title insurance revenue shows momentum, especially in commercial segments, while the investment portfolio remains conservative and yield-accretive.

While the top- and bottom-line numbers for Old Republic (ORI) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Old Republic International (ORI) came out with quarterly earnings of $0.74 per share, missing the Zacks Consensus Estimate of $0.89 per share. This compares to earnings of $0.9 per share a year ago.

CHICAGO, Jan. 22, 2026 /PRNewswire/ -- Old Republic International Corporation (NYSE: ORI) today reported the following results for the fourth quarter 2025: Net income of $206.3 million, compared to $105.1 million last year. Net income excluding investment gains (losses) (net operating income) of $184.7 million, compared to $227.0 million last year.

Besides Wall Street's top-and-bottom-line estimates for Old Republic (ORI), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

Despite pockets of earnings strength across the financials sector, the broader 2026 backdrop remains challenging. Sticky inflation, elevated asset valuations, regulatory uncertainty, and shifting investor sentiment have narrowed the margin for error, even for well-established companies. As seen with Fiserv's abrupt selloff last quarter, downside risk can materialize quickly when high expectations are not met.