Vest Financial LLC Invests $1.52 Million in Old Republic International Corporation $ORI

Vest Financial LLC purchased a new position in Old Republic International Corporation (NYSE:ORI) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 35,731 shares of the insurance provider’s stock, valued at approximately $1,517,000.

Other large investors have also added to or reduced their stakes in the company. Inscription Capital LLC boosted its stake in Old Republic International by 204.7% in the third quarter. Inscription Capital LLC now owns 19,568 shares of the insurance provider’s stock valued at $831,000 after acquiring an additional 13,145 shares during the last quarter. Live Oak Investment Partners bought a new stake in shares of Old Republic International in the 3rd quarter worth approximately $1,273,000. Root Financial Partners LLC bought a new stake in shares of Old Republic International in the 3rd quarter worth approximately $54,000. QTR Family Wealth LLC purchased a new position in Old Republic International in the third quarter valued at approximately $226,000. Finally, Arkadios Wealth Advisors grew its holdings in Old Republic International by 11.5% during the third quarter. Arkadios Wealth Advisors now owns 37,121 shares of the insurance provider’s stock valued at $1,577,000 after purchasing an additional 3,833 shares during the period. Hedge funds and other institutional investors own 70.92% of the company’s stock.

Analyst Upgrades and Downgrades

ORI has been the subject of a number of recent research reports. Weiss Ratings reissued a “buy (a)” rating on shares of Old Republic International in a research report on Wednesday, December 24th. Piper Sandler restated a “neutral” rating and issued a $38.00 price objective (down from $51.00) on shares of Old Republic International in a research note on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $42.50.

Insider Buying and Selling

In other news, Director Therace Risch acquired 1,000 shares of the business’s stock in a transaction dated 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 completion of the transaction, the director owned 10,625 shares of the company’s stock, valued at $415,862.50. The trade was a 10.39% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, SVP Carolyn Monroe sold 6,680 shares of the company’s stock in a transaction that occurred on Friday, November 14th. The stock was 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 in the company, valued at $1,295,000.50. This trade represents a 18.68% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.10% of the stock is currently owned by company insiders.

Key Stories Impacting Old Republic International

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.

Old Republic International Price Performance

Shares of NYSE ORI opened at $39.08 on Friday. The company has a debt-to-equity ratio of 0.25, a quick ratio of 0.26 and a current ratio of 0.26. Old Republic International Corporation has a fifty-two week low of $34.43 and a fifty-two week high of $46.76. The stock has a market cap of $9.67 billion, a PE ratio of 13.07 and a beta of 0.76. The stock has a fifty day moving average of $44.48 and a 200-day moving average of $41.33.

Old Republic International (NYSE:ORI) last issued 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 return on equity of 17.11% and a net margin of 9.53%.The company had revenue of $2.39 billion for the quarter, compared to analysts’ expectations of $2.31 billion. During the same period last year, the company posted $0.90 EPS. Equities research analysts anticipate that Old Republic International Corporation will post 3.17 earnings per share for the current year.

Old Republic International Dividend Announcement

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

Old Republic International 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.