QRG Capital Management Inc. Decreases Stock Holdings in Old Republic International Corporation $ORI

QRG Capital Management Inc. lowered its stake in Old Republic International Corporation (NYSE:ORI) by 54.6% during the third quarter, Holdings Channel.com reports. 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 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in ORI. AQR Capital Management LLC lifted its holdings in Old Republic International by 55.7% during the second quarter. AQR Capital Management LLC now owns 5,779,156 shares of the insurance provider’s stock valued at $221,457,000 after purchasing an additional 2,066,965 shares in the last quarter. Hamlin Capital Management LLC raised its position 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 last quarter. Bank of New York Mellon Corp raised its position in shares of Old Republic International by 3.1% during the 2nd quarter. Bank of New York Mellon Corp now owns 3,009,780 shares of the insurance provider’s stock worth $115,696,000 after purchasing an additional 91,544 shares during the last quarter. Norges Bank purchased a new position in Old Republic International in the 2nd quarter valued at about $115,071,000. Finally, LSV Asset Management boosted its holdings in Old Republic International by 43.7% in the 2nd quarter. LSV Asset Management now owns 2,702,316 shares of the insurance provider’s stock worth $103,877,000 after buying an additional 821,975 shares during the last quarter. Hedge funds and other institutional investors own 70.92% of the company’s stock.

Insider Buying and Selling at Old Republic International

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

Analyst Ratings Changes

A number of equities analysts have commented on the company. Piper Sandler reissued a “neutral” rating and set a $38.00 target price (down previously 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 research analysts have rated the stock with a Strong Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $42.50.

More Old Republic International News

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

Old Republic International Trading Down 9.4%

ORI opened at $39.08 on Friday. The firm has a market capitalization of $9.67 billion, a price-to-earnings ratio of 13.07 and a beta of 0.76. The company’s 50 day simple moving average is $44.48 and its two-hundred day simple moving average is $41.33. Old Republic International Corporation has a 1-year low of $34.43 and a 1-year high of $46.76. The company has a debt-to-equity ratio of 0.25, a current ratio of 0.26 and a quick ratio of 0.26.

Old Republic International (NYSE:ORI) last posted its quarterly earnings results on Thursday, January 22nd. The insurance provider reported $0.74 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $2.31 billion. During the same quarter last year, the company earned $0.90 earnings per share. Analysts expect that Old Republic International Corporation will post 3.17 EPS for the current fiscal year.

Old Republic International Announces Dividend

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

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.