William Blair Weighs in on RLI’s Q3 Earnings (NYSE:RLI)

RLI Corp. (NYSE:RLI) – Analysts at William Blair upped their Q3 2025 earnings per share estimates for shares of RLI in a research report issued on Thursday, October 9th. William Blair analyst A. Klauber now forecasts that the insurance provider will earn $0.68 per share for the quarter, up from their prior forecast of $0.55. The consensus estimate for RLI’s current full-year earnings is $3.08 per share. William Blair also issued estimates for RLI’s FY2026 earnings at $3.16 EPS.

A number of other research analysts have also commented on the company. Wall Street Zen upgraded RLI from a “sell” rating to a “hold” rating in a research report on Saturday, July 26th. Truist Financial set a $62.00 price objective on RLI and gave the company a “hold” rating in a research report on Friday, October 3rd. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of RLI in a research report on Wednesday, October 8th. One investment analyst has rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $72.80.

RLI Stock Up 1.1%

Shares of RLI opened at $64.24 on Monday. The firm has a market capitalization of $5.90 billion, a price-to-earnings ratio of 18.41 and a beta of 0.60. The company has a debt-to-equity ratio of 0.06, a quick ratio of 0.35 and a current ratio of 0.35. The business’s fifty day moving average price is $66.13 and its two-hundred day moving average price is $70.89. RLI has a 52 week low of $62.04 and a 52 week high of $91.14.

RLI (NYSE:RLI) last released its quarterly earnings results on Monday, July 21st. The insurance provider reported $0.84 EPS for the quarter, topping analysts’ consensus estimates of $0.75 by $0.09. The business had revenue of $562.28 million for the quarter, compared to analyst estimates of $445.55 million. RLI had a return on equity of 15.82% and a net margin of 17.81%.RLI’s revenue for the quarter was up 20.0% on a year-over-year basis. During the same period in the prior year, the company earned $1.72 EPS.

Institutional Trading of RLI

Several hedge funds and other institutional investors have recently modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of RLI by 95.2% during the first quarter. Vanguard Group Inc. now owns 8,996,643 shares of the insurance provider’s stock worth $722,700,000 after buying an additional 4,388,400 shares in the last quarter. Kayne Anderson Rudnick Investment Management LLC boosted its position in RLI by 117.0% during the 1st quarter. Kayne Anderson Rudnick Investment Management LLC now owns 5,226,797 shares of the insurance provider’s stock worth $419,869,000 after acquiring an additional 2,817,616 shares during the last quarter. Neuberger Berman Group LLC boosted its position in RLI by 106.6% during the 1st quarter. Neuberger Berman Group LLC now owns 2,750,738 shares of the insurance provider’s stock worth $220,967,000 after acquiring an additional 1,419,212 shares during the last quarter. Markel Group Inc. boosted its position in RLI by 100.0% during the 1st quarter. Markel Group Inc. now owns 2,394,544 shares of the insurance provider’s stock worth $192,354,000 after acquiring an additional 1,197,272 shares during the last quarter. Finally, Dimensional Fund Advisors LP boosted its position in RLI by 97.8% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,861,984 shares of the insurance provider’s stock worth $149,569,000 after acquiring an additional 920,799 shares during the last quarter. Institutional investors and hedge funds own 77.89% of the company’s stock.

Insiders Place Their Bets

In other RLI news, COO Jennifer L. Klobnak bought 3,000 shares of RLI stock in a transaction on Thursday, July 24th. The shares were purchased at an average cost of $69.15 per share, for a total transaction of $207,450.00. Following the completion of the acquisition, the chief operating officer owned 98,450 shares in the company, valued at approximately $6,807,817.50. The trade was a 3.14% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at the SEC website. Corporate insiders own 2.16% of the company’s stock.

RLI Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, September 19th. Shareholders of record on Friday, August 29th were issued a dividend of $0.16 per share. The ex-dividend date was Friday, August 29th. This represents a $0.64 annualized dividend and a yield of 1.0%. RLI’s payout ratio is currently 18.34%.

RLI Company Profile

RLI Corp., an insurance holding company, underwrites property and casualty insurance. Its Casualty segment provides commercial and personal coverage products; and general liability products, such as coverage for third-party liability of commercial insureds, including manufacturers, contractors, apartments, and mercantile.