Vest Financial LLC Makes New $1.52 Million Investment in Old Republic International Corporation $ORI

Vest Financial LLC purchased a new stake in shares of Old Republic International Corporation (NYSE:ORI) in the third quarter, HoldingsChannel reports. The institutional investor purchased 35,731 shares of the insurance provider’s stock, valued at approximately $1,517,000.

Several other hedge funds and other institutional investors also recently modified their holdings of ORI. AQR Capital Management LLC raised its stake in Old Republic International by 55.7% in 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 grew its stake in Old Republic International by 0.3% in the 2nd quarter. Hamlin Capital Management LLC now owns 5,207,228 shares of the insurance provider’s stock worth $200,166,000 after buying an additional 15,920 shares in the last quarter. Bank of New York Mellon Corp increased its holdings in shares of Old Republic International by 3.1% in 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 buying an additional 91,544 shares during the last quarter. Norges Bank purchased a new stake in shares of Old Republic International during the 2nd quarter valued at $115,071,000. Finally, LSV Asset Management lifted its holdings in shares of Old Republic International by 43.7% during the 2nd quarter. LSV Asset Management now owns 2,702,316 shares of the insurance provider’s stock worth $103,877,000 after acquiring an additional 821,975 shares during the last quarter. Hedge funds and other institutional investors own 70.92% of the company’s stock.

Old Republic International Stock Performance

Old Republic International stock opened at $39.08 on Friday. The firm has a fifty day simple moving average of $44.48 and a two-hundred 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 Corporation has a twelve month low of $34.43 and a twelve month high of $46.76. The company has a market capitalization of $9.67 billion, a PE ratio of 13.07 and a beta of 0.76.

Old Republic International (NYSE:ORI) last announced its quarterly earnings data 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 for the quarter, compared to the consensus estimate of $2.31 billion. During the same period last year, the business posted $0.90 earnings per share. Research analysts expect that Old Republic International Corporation will post 3.17 EPS for the current year.

Old Republic International Dividend Announcement

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

Wall Street Analyst Weigh In

A number of research analysts recently commented on ORI shares. Piper Sandler reissued a “neutral” rating and issued a $38.00 target price (down previously from $51.00) on shares of Old Republic International in a research note on Thursday. Weiss Ratings reiterated 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 stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $42.50.

Insider Buying and Selling

In other news, Director Therace Risch purchased 1,000 shares of the stock in a transaction that occurred on Monday, November 3rd. The stock was bought at an average cost of $39.14 per share, for a total transaction of $39,140.00. Following the acquisition, the director directly owned 10,625 shares of the company’s stock, valued at $415,862.50. This represents a 10.39% increase in their position. The purchase 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 the 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. The trade was a 18.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.10% of the company’s stock.

Old Republic International News Roundup

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

• Positive Sentiment: Title insurance shows momentum, especially in commercial segments, which management highlighted as a growth driver for the business and a bright spot in Q4. Read More.
• Positive Sentiment: Top-line beat — Q4 revenue of $2.39B exceeded consensus (~$2.31B), supporting the view that core businesses are growing even as underwriting strains appear. Read More.
• Positive Sentiment: Investment portfolio described as conservative and yield-accretive, which helps interest-rate sensitivity and supports future investment income. Read More.
• Neutral Sentiment: Company provided full earnings materials (press release, slide deck) and an earnings-call transcript — useful for investors digging into reserve detail and segment metrics. Read More.
• Neutral Sentiment: GAAP net income rose year-over-year, but net operating income (excluding investment gains/losses) fell to $184.7M from $227.0M — a mixed profitability signal. Read More.
• Negative Sentiment: EPS miss: Q4 EPS of $0.74 missed consensus ~$0.89, prompting investor concern over earnings momentum and contributing to downward pressure on the stock. Read More.
• Negative Sentiment: Underwriting weakness: a ~96% combined ratio in Q4 (driven by trucking reserve additions) raised margin concerns and suggests potential for continued pressure on underwriting profitability into 2026. Read More.
• Negative Sentiment: Analyst reaction and downgrade: Piper Sandler cut ORI to Neutral and trimmed its price target to $38 (from $51), citing the earnings miss and margin risk — a near-term negative for sentiment. Read More.

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.