AM Best Upgrades Credit Ratings for RLI Corp. and Its Subsidiaries
AM Best has upgraded the Financial Strength Rating (FSR) to A++ (Superior) from A+ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICR) to “aa+” (Superior) from “aa” (Superior) for the members of RLI Group. The publicly traded parent company, RLI Corp. [NYSE: RLI], also received an upgrade to its Long-Term ICR to “a+” (Excellent) from “a” (Excellent). These upgrades reflect RLI's exceptional balance sheet strength, strong operating performance, and effective capital management strategies, with a stable outlook reflecting expectations for continued strong profitability.
RLI Corp Files For Debt Shelf Offering; Size Not Disclosed
RLI Corp has filed for a debt shelf offering, though the specific size of the offering was not disclosed. This news comes from Reuters and was reported via TradingView News.
RLI : AM Best Upgrades Financial Strength Rating to A (Superior) and Revises Outlook to Stable for RLI Corp., RLI Insurance Co., Mt. Hawley Insurance Co. and Contractors Bonding and Insurance Co.
AM Best has upgraded the financial strength ratings of RLI Corp.'s insurance subsidiaries—RLI Insurance Company, Mt. Hawley Insurance Company, and Contractors Bonding and Insurance Company—to A++ (Superior). The Long-Term Issuer Credit Ratings for these companies were also upgraded to "aa+" (Superior), and for the parent holding company, RLI Corp., to "a+" (Excellent". The outlook for these credit ratings has been changed from positive to stable, reflecting RLI's strong balance sheet, operating performance, business profile, and risk management.
AM Best Upgrades Financial Strength Rating to A++ (Superior) and Revises Outlook to Stable for RLI Corp., RLI Insurance Co., Mt. Hawley Insurance Co. and Contractors Bonding and Insurance Co.
AM Best has upgraded the financial strength rating to A++ (Superior) for RLI Corp.'s insurance subsidiaries: RLI Insurance Company, Mt. Hawley Insurance Company, and Contractors Bonding and Insurance Company. The Long-Term Issuer Credit Ratings (ICR) for each RLI company were also upgraded to “aa+” (Superior), and RLI Corp.'s ICR was upgraded to “a+” (Excellent), with all outlooks revised to stable from positive. These upgrades reflect RLI's strong balance sheet, operating performance, favorable business profile, and very strong enterprise risk management.
AM Best Upgrades Credit Ratings for RLI Corp. and Its Subsidiaries
AM Best has upgraded the Financial Strength Rating (FSR) to A++ (Superior) from A+ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICR) to “aa+” (Superior) from “aa” (Superior) for the members of RLI Group (RLI). The Long-Term ICR of RLI Corp. [NYSE: RLI] was also upgraded to “a+” (Excellent) from “a” (Excellent). These upgrades reflect RLI's exceptional balance sheet strength, strong operating performance, and effective capital management strategies, with a stable outlook reflecting expectations of continued strong underwriting and profitability.
RLI CORP SEC 10-K Report
RLI Corp. released its 2025 10-K report, detailing robust financial performance with significant increases in revenue, net earnings, and underwriting income, driven by growth in the casualty segment and improved investment income. The specialty insurance company, which focuses on unique risks, highlighted strategic initiatives to enhance operational efficiency and maintain its competitive edge. The report also outlined key business segments, distribution channels, strong financial strength ratings, and a comprehensive overview of market, regulatory, and technological risks.
RLI Corp. (RLI) Up 6.2% Since Last Earnings Report: Can It Continue?
RLI Corp. (RLI) has seen its shares increase by 6.2% since its last earnings report, outperforming the S&P 500. The company reported strong fourth-quarter 2025 operating earnings, beating estimates due to higher premiums, improved investment income, and solid underwriting. Despite recent positive performance and consistent dividend payments, estimates for the stock have trended downward, leading to a Zacks Rank #4 (Sell).
RLI Corp To Go Ex-Dividend On March 2nd, 2026 With 0.16 USD Dividend Per Share
RLI Corp (RLI.US) is scheduled to trade ex-dividend on March 2nd, 2026, with a cash dividend of $0.16 per share. Shareholders of record on that date will receive the dividend on March 16th, 2026. The article also provides general definitions of cash and stock dividends for informational purposes.
RLI Corp. Declares Quarterly Dividend of $0.16 (NYSE:RLI)
RLI Corp. (NYSE:RLI) announced a quarterly dividend of $0.16 per share, payable on March 16th to shareholders of record on March 2nd. The company boasts a 51-year history of increasing dividends and a low payout ratio of approximately 20%. RLI recently surpassed earnings expectations with an EPS of $0.94 and revenue of $465.7 million.
RLI Corp. maintains quarterly dividend of $0.16 per share
RLI Corp. has announced a quarterly cash dividend of $0.16 per share, maintaining its dividend for the 50th consecutive year. Despite a potential drop in net income this year, the company demonstrates strong profitability with a 24% return on equity and trades below its fair value, indicating it might be undervalued. Recent analyst ratings and Q4 2025 earnings show mixed performance, with EPS exceeding forecasts but revenue falling short.
RLI declares $0.16 dividend
RLI Corp. has announced a regular quarterly dividend of $0.16 per share. This dividend is payable on March 20, 2026, to shareholders of record as of February 28, 2026.
RLI Corp. maintains quarterly dividend of $0.16 per share By Investing.com
RLI Corp. has announced that its board of directors has declared a first-quarter cash dividend of $0.16 per share, maintaining the previous quarter's rate. The specialty insurer, which boasts a "GOOD" financial health score and has increased dividends for 50 consecutive years, will pay this dividend on March 16, 2026, to shareholders of record as of March 2, 2026. Despite a listed dividend yield of 1.05% in their press release, InvestingPro data indicates an actual annual dividend of $2.64, resulting in a 4.34% yield, and suggests the stock is currently undervalued.
RLI Corp. maintains quarterly dividend of $0.16 per share By Investing.com
RLI Corp. announced its Board of Directors has declared a first-quarter regular cash dividend of $0.16 per share, maintaining the previous quarter's rate. The specialty insurer, known for 50 consecutive years of dividend increases and 30 years of underwriting profits, shows strong financial health despite analyst expectations of a net income drop this year. Recent financial reports indicate an EPS beat but a revenue miss, leading to varied analyst ratings and price target adjustments.
RLI Maintains Quarterly Dividend, Extends 50-Year Streak
RLI Corp. (RLI) announced an unchanged quarterly dividend of $0.16 per share, to be paid on March 16, 2026, extending its 50-year streak of annual dividend increases. This decision reflects the company's confidence in its financial performance and capital management, further reinforced by its disciplined underwriting in the specialty insurance sector. TipRanks' AI Analyst, Spark, rates RLI as an "Outperform" due to strong financials, favorable valuation, and positive earnings calls, despite some weak technical signals.
RLI Declares Regular Dividend
RLI Corp. announced its Board of Directors has declared a first-quarter regular cash dividend of $0.16 per share, maintaining the previous quarter's rate. This marks the 50th consecutive year the company has increased its dividends. The dividend is payable on March 16, 2026, to shareholders of record as of March 2, 2026.
Kettle partners with RLI to roll out parametric wildfire cover
Kettle, a Bermuda-based parametric re/insurer, has partnered with US specialty insurer RLI to introduce a multi-peril commercial property product. This new offering includes wildfire coverage and aims to address the growing protection gaps in underserved regions, initially focusing on California and Nevada. RLI has also made an equity investment in Kettle, highlighting confidence in Kettle's AI-driven risk modeling technology.
RLI Corp. (NYSE:RLI) Short Interest Rises in NYSE Composite Index
The article reports that RLI Corp.'s (NYSE:RLI) short interest has increased within the NYSE Composite Index. It emphasizes RLI Corp.'s positioning as a specialty insurance company, highlighting its underwriting focus and institutional engagement. To access the full details, readers are prompted to log in or register.
How First Pacific Advisors’ Small‑Cap Endorsement Will Impact RLI (RLI) Investors
First Pacific Advisors’ Queens Road Small Cap Value Fund recently identified RLI Corp. as an attractive small-cap specialty insurer due to its stable business, lower valuation multiples, and strong institutional interest. This endorsement highlights RLI's risk-aware culture and financial discipline. However, investors should be aware that while this reinforces RLI's quality-focused thesis, near-term catalysts still depend on underwriting results and potential risks from concentrated exposure to U.S. niche markets.
Short Interest in RLI Corp. (NYSE:RLI) Increases By 29.2%
RLI Corp. (NYSE:RLI) experienced a significant 29.2% increase in short interest as of January 30th, totaling 3,599,984 shares. This rise comes amidst mixed signals, with company insiders purchasing shares while analysts like Zacks Research issued "Strong Sell" ratings and lowered EPS estimates. Despite the bearish analyst outlook, RLI recently beat its quarterly earnings estimates, and institutional investors like Royal Bank of Canada and Goldman Sachs increased their holdings.
Kettle and RLI launch new multi-peril commercial property insurance product
AI-enabled underwriter Kettle has partnered with specialty insurer RLI to introduce a new multi-peril commercial property insurance product focusing on California and Nevada, covering perils including wildfire. RLI has also made a strategic equity investment in Kettle to fuel its growth and enhance its AI-driven risk modeling and underwriting capabilities. This collaboration aims to provide comprehensive coverage in underserved markets by combining Kettle's advanced AI with RLI's financial strength and expertise.
A Look At RLI Corp (RLI) Valuation After Mixed Recent Share Price Performance
RLI Corp (RLI) has experienced mixed share performance, with a 13.8% decline over the past year but a 3.7% increase in the last month. Despite analyst price targets being above the current price, Simply Wall St's narrative valuation model suggests the stock is 3.1% overvalued at $61.62 against a fair value of $59.75, based on factors like revenue growth, margins, and future earnings multiples. Investors are encouraged to explore potential risks and build their own narratives to assess RLI's true value.
FPA Queens Road Small Cap Value Fund’s Thoughts on RLI Corp. (RLI)
FPA Queens Road Small Cap Value Fund discussed RLI Corp. (NYSE: RLI) in its Q4 2025 investor letter, highlighting it as a well-managed specialty insurer with consistent strong financial metrics. The fund views RLI as an attractive opportunity despite overall small-cap outflows, attributing its success to a unique risk culture and strong profitability. With a current market capitalization of $5.736 billion, RLI's shares have shown a 5.19% one-month return but are down 16.92% over the past year.
Zacks Research Issues Negative Outlook for RLI Earnings
Zacks Research has lowered its Q1 2026 earnings per share estimates for RLI to $0.81, down from $0.85, and issued a "Strong Sell" rating for the insurance provider. This negative outlook comes despite RLI recently beating analysts' earnings and revenue estimates for its last reported quarter. Other analysts have a more mixed view, with a consensus "Hold" rating and a target price of $65.20 for the stock.
Alps Advisors Inc. Sells 43,496 Shares of RLI Corp. $RLI
Alps Advisors Inc. reduced its stake in RLI Corp. by selling 43,496 shares, decreasing its holdings by 25.1% to 129,972 shares valued at approximately $8.48 million. Despite this reduction, RLI Corp. exhibits strong fundamentals, having beaten quarterly earnings estimates with $0.94 EPS against an expected $0.76 and reporting a net margin of 21.43% and ROE of 18.67%. Insider activity also shows confidence, with the COO and CEO recently purchasing shares, even as overall institutional activity presents a mixed picture.
2 Reasons to Watch RLI and 1 to Stay Cautious
RLI's stock has fallen by 7.3% recently, prompting investors to consider its future. The company shows strong positives with a 13.3% annualized growth in net premiums earned and an exceptional 27.9% average Return on Equity over the last five years. However, a cautious note is struck by analysts' projected revenue growth of only 2.1% for the next 12 months, a significant deceleration from its past two years' 12% annualized growth.
Independent Advisor Alliance Sells 31,066 Shares of RLI Corp. $RLI
Independent Advisor Alliance significantly reduced its stake in RLI Corp. by selling 31,066 shares, retaining 5,720 shares valued at $373,000. Despite this, RLI's CEO and COO increased their holdings, and the company recently surpassed quarterly earnings expectations. Analysts generally rate RLI as a "Hold" with an average price target of $65.20.
Strs Ohio Decreases Stake in RLI Corp. $RLI
STRS Ohio significantly reduced its stake in RLI Corp. by 92.5% in the third quarter, selling 24,168 shares and retaining 1,956 shares valued at $128,000. Despite this, other institutional investors have increased their holdings, and company insiders like CEO Craig Kliethermes and COO Jennifer Klobnak also bought shares, increasing their ownership. RLI Corp. recently exceeded Q4 earnings and revenue expectations, reporting $0.94 EPS against an estimated $0.76 and $465.7 million in revenue.
Van Berkom & Associates Inc. Has $80.20 Million Holdings in RLI Corp. $RLI
Van Berkom & Associates Inc. significantly increased its stake in RLI Corp. by 14.6% in the third quarter, now holding 1,229,649 shares valued at approximately $80.20 million. This makes RLI the 15th largest position in Van Berkom's portfolio, representing 1.34% of RLI's total shares and 2.3% of the fund's investments. RLI recently surpassed earnings expectations with $0.94 EPS against an estimated $0.76 and strong revenue, while maintaining a "Hold" consensus rating from analysts.
Thrivent Financial for Lutherans Decreases Holdings in RLI Corp. $RLI
Thrivent Financial for Lutherans reduced its stake in RLI Corp. by 18.3% in Q3, selling over 250,000 shares but still holding over 1.1 million shares valued at $73.37 million. Despite this, RLI saw insider buying from its COO and CEO in January, and the company reported strong Q3 earnings, beating analyst estimates for both EPS and revenue. Analyst ratings are mixed, with a consensus "Hold" rating and an average price target of $65.20.
RLI Corp. Surpasses Forecasts with Strong Fourth Quarter Performance
RLI Corp. reported strong fourth-quarter results for 2025, exceeding market expectations with diluted EPS of $0.94 and revenue of $465.69 million. The specialty insurer attributed its success to disciplined underwriting and a favorable climate, though it faces challenges with pricing pressure in property insurance and intense competition in transportation. RLI plans to focus on targeted rate increases and technological investment, maintaining its commitment to shareholder returns through dividends.
Will Strong Q4 2025 Profit Lift Change RLI's (RLI) Underwriting-First Investment Narrative
RLI Corp. reported strong Q4 2025 results with increased net income and diluted EPS, driven by disciplined underwriting and higher investment income, despite competitive pressures. This performance reinforces RLI's "underwriting-first" investment narrative, prioritizing profitability over rapid premium growth. While the stock may appear expensive with modest revenue growth, the company continues to focus on sustaining underwriting profits, managing reinsurance costs, and returning capital to shareholders.
(RLI) Movement as an Input in Quant Signal Sets
This article provides an in-depth analysis of RLI Corp. (RLI) using AI models to generate trading strategies and signals. It notes a near-term neutral sentiment suggesting a pause in mid and long-term weakness, highlighting an exceptional 21.5:1 risk-reward short setup. The article details three distinct trading strategies: Position Trading, Momentum Breakout, and Risk Hedging, along with multi-timeframe signal analysis.
RLI Corp. $RLI Shares Sold by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd significantly reduced its stake in RLI Corp. by selling over 23,000 shares, though institutional investors still hold a large portion of the company's stock. RLI Corp. reported strong quarterly earnings, beating analyst expectations for both EPS and revenue, demonstrating financial health with a 21.43% net margin. Additionally, company insiders, including CEO Craig Kliethermes and COO Jennifer Klobnak, purchased RLI shares, signaling management's confidence in the company's future.
RLI appoints Justin Doss as VP, Personal Lines Underwriting
RLI Corp. has appointed Justin Doss as Vice President, Personal Lines Underwriting, where he will lead the underwriting and distribution strategy for the company's Personal Lines business. Doss brings over 25 years of industry experience and has held various leadership roles at RLI since joining in 2016, most recently as Vice President, Distribution and Strategic Partnerships. This promotion recognizes his significant contributions to the profitable growth of RLI's Personal Lines.
Teacher Retirement System of Texas Raises Stake in RLI Corp. $RLI
The Teacher Retirement System of Texas significantly increased its stake in RLI Corp. by 193% in Q3, now owning 93,479 shares valued at approximately $6.10 million. This move is part of broader institutional interest, with such investors holding about 77.9% of the company's stock. The insurance provider's recent earnings beat expectations, though analysts maintain a "Hold" rating with an average target of $65.20.
The Top 5 Analyst Questions From RLI's Q4 Earnings Call
RLI's Q4 2025 results saw tepid top-line growth and competitive headwinds, despite improved underwriting and higher investment income leading to margin expansion. Analysts focused on the stability of the casualty loss ratio, competitive pressures in property insurance, and the impact of technology investments on the surety business. Management addressed these concerns, emphasizing profitability over volume amid a challenging market.
RLI Corp Earnings Call: Profits Soar, Growth Cools
RLI Corp's latest earnings call revealed a combination of strong profitability and cautious growth. The company reported its 30th consecutive year of underwriting profitability, significant EPS growth, and a 33% jump in book value per share. However, premium growth remains modest due to competitive pressures and a deliberate strategy to prioritize margins and capital quality over volume, particularly in softening property and transportation markets.
RLI Corp. (NYSE:RLI) Q4 2025 Earnings Call Transcript
RLI Corp. reported strong financial results for Q4 2025, marking its 30th consecutive year of underwriting profitability with a combined ratio of 84 and underwriting income of $264 million. Despite competitive market conditions leading to softer property premiums, the company leveraged its diversified specialty portfolio and disciplined underwriting to achieve significant book value per share growth. Management discussed strategic adjustments in various segments, including personal umbrella and transportation, and emphasized their long-standing philosophy of disciplined growth and risk selection.
RLI Corp. (NYSE:RLI) Q4 2025 earnings call transcript
This document is a transcript of RLI Corp.'s Q4 2025 earnings call. It provides detailed discussion and disclosures relating to the company's financial performance and operational updates for the fourth quarter and full fiscal year of 2025.
Mutual of America Capital Management LLC Boosts Stock Position in RLI Corp. $RLI
Mutual of America Capital Management LLC increased its stake in RLI Corp. by 44.2% in the third quarter, bringing its total to 203,338 shares valued at $13.26 million. Other institutional investors like Royal Bank of Canada and Goldman Sachs also significantly boosted their holdings. RLI recently beat earnings expectations with $0.94 EPS against $0.76 predicted and $465.7 million revenue, and recent insider activity shows the CEO and COO purchasing shares.
RLI Corp Earnings Call: Profits Soar, Growth Cools
RLI Corp's latest earnings call highlighted strong profitability, robust capital generation, and disciplined underwriting, despite competitive pressures and tempered top-line growth. The company achieved its 30th consecutive year of underwriting profitability and significant EPS growth, driven by core insurance operations. While property and transportation premiums faced pressure leading to modest overall growth, RLI chose to prioritize margin and capital quality over volume, leveraging strong capital to fund a special dividend and make strategic investments.
RLI Q4 Deep Dive: Margin Expansion Amid Heightened Competition and Market Shifts
RLI (NYSE: RLI) reported strong Q4 CY2025 results, meeting revenue expectations with a 2.8% year-on-year increase and beating EPS estimates by 17.1%. Despite competitive pressures and tepid top-line growth, the company achieved significant margin expansion, driven by disciplined underwriting, minimal storm activity, and increased investment income. RLI plans to continue focusing on rate increases in personal umbrella and transportation lines, alongside investments in operational efficiency and technology to navigate market challenges and maintain profitability.
RLI (NYSE:RLI) COO Jennifer Klobnak Acquires 2,000 Shares
RLI COO Jennifer Klobnak acquired 2,000 shares of RLI stock for $115,980 on January 23rd, increasing her direct ownership to over 100,000 shares. The company recently reported strong Q4 earnings, beating analyst estimates for EPS and revenue, driven by solid underwriting performance and expense control. Despite positive quarterly results, the market and analysts maintain a cautious "Hold" rating on RLI stock.
RLI (NYSE:RLI) CEO Buys $287,250.00 in Stock
RLI Corp. CEO Craig Kliethermes recently purchased 5,000 shares of the company's stock for $287,250, increasing his stake by 3.6%. This insider transaction occurred shortly after RLI exceeded Q4 earnings and revenue expectations ($0.94 EPS vs. ~$0.76 consensus), demonstrating strong underlying business performance, including robust underwriting income and strategic reinsurance adjustments. The company maintains a "Hold" consensus rating from Wall Street analysts, with a target price of $67.67, alongside a stable quarterly dividend.
Wells Fargo lowers RLI Corp stock price target on growth concerns
Wells Fargo has lowered its price target for RLI Corp (NYSE:RLI) to $59.00 from $62.00, while maintaining an "Equal Weight" rating, citing concerns over the insurance company's top-line growth. The firm notes that RLI prioritizes profitability over expansion, leading to flat growth in 2025 and a projected 5% revenue decline in fiscal year 2026. Despite these challenges, RLI maintains strong profitability, a 4.61% dividend yield, and is considered fairly valued by Wells Fargo.
RLI Upgraded to Hold by Jefferies, Price Target Remains at $52
Jefferies has upgraded RLI from Underperform to Hold due to valuation compression, while maintaining a price target of $52. The company has completed strategic re-underwriting and boasts a dividend yield of approximately 5%, with its valuation resetting to 2.8x P/B. RLI's disciplined underwriting and enhanced capital return capabilities for 2026/27 support a premium to peers and limit downside risk.
RLI Inks 30th Straight Full-Year Underwriting Profit
Specialty insurer RLI announced its 30th consecutive year of underwriting profit, achieving $264.2 million in underwriting income for 2025 with a combined ratio of 83.6. CEO Craig Kliethermes emphasized the company's focus on disciplined execution and long-term profit over quick growth, while COO Jen Klobnak discussed market conditions, including intense competition in E&S property and challenges in the transportation and casualty segments. Despite competitive pressures, RLI remains committed to underwriting discipline and seeking rate increases to maintain profitability.
RLI Corp. price target lowered to $58 from $62 at Truist
Truist has lowered its price target for RLI Corp. (RLI) to $58 from $62, maintaining a Hold rating on the shares following the company's Q4 results. The firm reduced its FY26 EPS view due to anticipated lower top-line growth and believes the stock is fully valued given expected headwinds to earnings growth from pressure on Property underwriting profit. This adjustment comes amidst other analyst revisions for RLI Corp.
Truist Securities lowers RLI Corp stock price target on property underwriting concerns
Truist Securities has lowered its price target for RLI Corp (NYSE:RLI) to $58.00 from $62.00, citing concerns over property underwriting profit which is expected to create headwinds for earnings growth. The firm also reduced its EPS estimates for 2026 and 2027 and maintained a Hold rating, viewing the stock as fully valued. Despite these concerns, RLI has a strong dividend history and recently surpassed Q4 2025 EPS expectations, though revenue missed estimates.
RLI trims cat reinsurance by $150m at Jan renewal in ‘buyer’s market’
RLI Insurance Company reduced its catastrophe reinsurance limit by $150 million at the January renewals for 2026, citing lower exposure and soft market conditions, which allowed for 15%-20% rate reductions on its cat program. Despite a competitive environment and modest premium growth, RLI reported strong underwriting income for Q4 2025 ($70.9 million with an 82.6% combined ratio) and the full year 2025 ($264.2 million with an 83.6% combined ratio), benefiting from favorable prior-year loss reserve development. The company emphasized its disciplined approach to risk and growth in a "buyer's market."
