Fool - Investing News·Oct 25, 2026
5 Insurance Stocks to Buy for a Decade of Rising DividendsThese five insurance stocks each sport decades-long track records of consecutive annual dividend growth.
Old Republic's General Insurance franchise showed resilience after the 2025Q4 $2.1B claims charge drove the loss ratio to 88.0% and compressed diluted EPS to $0.83, with a swift rebound to 82.6% combined ratio in 2026Q2 suggesting operational flexibility.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth stalled at 0.1% in 2026Q3 while the combined ratio reversed to 92.9% from 82.6% and the loss ratio climbed to 38.9%, suggesting underwriting quality may be eroding faster than the stable top line implies.
Old Republic International has increased its quarterly cash dividend, signaling management's confidence in the company's financial health and its dedication to rewarding shareholders. This consistent dividend growth, coupled with share buybacks, is attractive to income-focused investors.
The company has exceeded analyst expectations for earnings, even amidst a challenging real estate cycle. This indicates robust cash generation capabilities.
While the Title Insurance segment faces headwinds from a decelerating housing market, Old Republic's diversified operations provide resilience. This diversification helps mitigate risks associated with any single segment.
Trailing total returns as of 11/9/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 22, 2026 | $0.73-7.5% vs $0.79 | $2.5B+0.5% vs $2.5B |
Q3 2026 Jul 23, 2026 | $0.76-4.2% vs $0.79 | $2.5B+5.4% vs $2.4B |
Q2 2026 Apr 23, 2026 | $0.68-14.2% vs $0.79 | $2.4B+5.7% vs $2.3B |
Q1 2026 Jan 22, 2026 | $0.74-16.9% vs $0.89 | $2.4B+3.3% vs $2.3B |
These five insurance stocks each sport decades-long track records of consecutive annual dividend growth.
Commercial auto rate increases reached the mid-teens. Specialty Insurance net premiums written rose 10.5% in the quarter.
Boomfish Wealth Group LLC bought a new stake in shares of Old Republic International Corporation (NYSE: ORI) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 18,642 shares of the insurance provider's stock, valued at approximately $696,000. Several other institutional investors have
Old Republic International Corporation ( ORI ) Q3 2026 Earnings Call October 22, 2026 3:00 PM EDT Company Participants Craig Smiddy - President, CEO & Director Francis Sodaro - Senior VP & CFO Carolyn Monroe - President & CEO Conference Call Participants Joe Calabrese Charles Peters - Raymond James & Associates, Inc., Research Division Jon Paul Newsome - Piper Sandler & Co., Research Division Presentation Operator Hello, everyone. Thank you for joining us, and welcome to Old Republic International Third Quarter 2026 Earnings Conference Call.
Benchmark ORI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Old Republic International Corporation (ORI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $39.61 | $9.65B | 8.82 | 10.41% | 11.4% | 18.51% | 7.91% | |
| $133.99 | $36.73B | 8.22 | 7.1% | 15.88% | 24.13% | 1.54% | |
| $47.32 | $12.8B | 11.27 | 5.1% | 7.57% | 10.41% | 8.13% | |
| $75.23 | $28.01B | 15.80 | 7.82% | 10.36% | 18.96% | 2.33% | |
| $1939.04 | $24.02B | 13.46 | -0.96% | 10.47% | 9.53% | 2.5% | |
| $186.03 | $2.37B | 7.12 | 20.21% | 33.48% | 28.01% | 0.8% |
Old Republic International Corporation (ORI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Old Republic International Corporation (ORI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 22, 2026·SEC
Jul 23, 2026·SEC
Jul 1, 2026·SEC
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Old Republic International Corporation (ORI) stock FAQ — growth, dividends, profitability & financials explained
Old Republic International Corporation (ORI) grew revenue by 10.5% over the trailing twelve months, compared with the twelve months before.
Yes. Old Republic International Corporation (ORI) earned $1.10B in net income over the trailing twelve months (a 11.4% net margin).
Yes. Old Republic International Corporation (ORI) pays a dividend that yields 7.91% at the current price, a high yield.
Old Republic International Corporation (ORI) had a return on equity (ROE) of 18.5% over the trailing twelve months. That is above the market's typical 10-15%.
Old Republic International Corporation (ORI) has a combined ratio of 87.0%. A ratio below 100% indicates underwriting profitability.
