RLI Corp Balances Strong Underwriting With Market Headwinds
RLI Corp's Q1 earnings call revealed strong underwriting, evidenced by an 86% combined ratio and $58 million in underwriting income, alongside robust growth in casualty and umbrella premiums. However, the company faced challenges including softer property pricing, volatile investment results leading to lower EPS, and significant catastrophe losses. Despite these headwinds, RLI emphasized its disciplined underwriting culture, strategic investments in AI, debt restructuring, and an A++ financial strength rating, positioning it for long-term resilience.
RLI Corp stock (US7496051066): Q1 beats EPS as underwriting stays solid
RLI Corp reported an EPS beat and solid underwriting in its latest quarter, despite revenue falling short of expectations. The specialty insurer maintained a strong combined ratio, indicating profitability, and its dividend history makes it attractive to income-focused investors. The company's performance highlights its focus on underwriting discipline and niche market expertise within the U.S. insurance sector.
Rli corp COO Jennifer Klobnak buys $106,840 in shares
RLI Corp's COO, Jennifer L. Klobnak, recently purchased 2,000 shares of company stock for $106,840. This transaction occurred amidst other positive company news, including exceeding Q1 2026 EPS expectations, announcing a special cash dividend and an increased regular quarterly dividend, and approving a new share repurchase program. These moves highlight RLI Corp.'s commitment to returning value to its shareholders.
RLI (RLI) Valuation Check As Special Dividend And US$250 Million Buyback Highlight Shareholder Returns
RLI Corp (RLI) has announced a special cash dividend of US$2.00 per share, an increase in its regular quarterly dividend, and a new US$250 million share repurchase program, refocusing on shareholder returns despite recent stock performance weakness. Analysts suggest RLI is about 8.6% undervalued with a fair value of $58, contrasting with its current P/E ratio which screens as expensive. The article advises investors to conduct further due diligence on underlying data and potential risks before making investment decisions.
Dividend increases hit 5-year high in May as PepsiCo, RLI, and others boost payouts
May 2026 has seen a substantial surge in dividend increases, reaching a five-year high, driven by major announcements from companies like PepsiCo, RLI, and Lowe's. PepsiCo extended its 54-year streak of dividend growth, while RLI declared both a regular and a significant special dividend. This trend reflects strong corporate confidence, robust Q1 2026 earnings, and a stable interest rate environment, indicating that dividend momentum may continue through the year.
RLI Corp (NYSE: RLI) CEO granted stock options on 22,500 shares
RLI Corp.'s CEO, Craig W. Kliethermes, was granted stock options for 22,500 shares at an exercise price of $49.88 per share. These options are part of his compensation, expire on May 14, 2034, and will vest in 20% annual increments starting one year after the grant date. This Form 4 filing indicates a compensation-related acquisition rather than a market transaction.
Thrivent Financial for Lutherans Has $65.37 Million Stock Position in RLI Corp. $RLI
Thrivent Financial for Lutherans reduced its stake in RLI Corp. by 9.2% in the fourth quarter but still holds over a million shares valued at $65.37 million. Despite recent positive shareholder actions like a special dividend, increased quarterly dividend, and a share buyback program, analysts maintain a cautious "Hold" rating with a consensus price target of $61.50. RLI recently beat earnings expectations with $0.83 EPS, surpassing the consensus of $0.73.
RLI Corp (RLI) COO awarded stock options on 12,500 common shares
RLI Corp (RLI) Chief Operating Officer Jennifer L. Klobnak was granted stock options for 12,500 shares of RLI common stock. The options have an exercise price of $49.88 per share and an expiration date of May 14, 2034. These options will vest in 20% increments annually, starting one year after the grant date.
RLI (RLI) director Kellogg gains 2,506 RSUs and 1,749 trust shares
RLI Corp. director Clark C. Kellogg reported receiving a grant of 2,506 restricted stock units (RSUs) that will vest by the earlier of the 2027 annual shareholders' meeting or one year from the grant date. Additionally, Kellogg exercised 1,681 previously granted RSUs and acquired 68 shares from dividend equivalents through a Directors' Trust, which now holds 1,749 common shares. These transactions represent routine equity compensation and not open-market trading.
RLI Corp (NYSE: RLI) director adds shares through RSU vesting and grant
RLI Corp director Robert P. Restrepo Jr. reported an increase in his holdings through routine equity compensation. He received a grant of 2,506 restricted stock units (RSUs) and acquired 1,681 common shares from vested RSUs, along with an additional 68 shares from dividend equivalents. Following these transactions, Restrepo directly holds 26,501 shares of common stock and 2,506 RSUs, with no sales reported.
RLI Corp (RLI) grants chief legal officer 7,500 stock options
RLI Corp's chief legal officer, Jeffrey D. Fick, was granted 7,500 stock options with an exercise price of $49.88 per share, expiring on May 14, 2034. These options vest 20% annually over five years, starting one year from the grant date, and are considered a compensation-related award. The transaction was reported via an SEC Form 4 filing, detailing Fick's holdings after the award.
Should RLI’s Bigger Dividend and New Buyback Program Require Action From RLI (RLI) Investors?
RLI Corp. recently announced a 12.5% increase in its quarterly dividend, a $2.00 special cash dividend, and a new $250 million share repurchase program, reflecting management's confidence in the company's financial strength. While these actions highlight RLI's capital deployment strategy, investors should consider how sustained margin pressure could impact the longevity of these returns, especially against a backdrop of varied analyst forecasts for earnings and revenue. The article urges investors to evaluate RLI's core investment narrative, including its specialty focus and underwriting discipline, in light of these new capital initiatives.
[Form 4] RLI CORP Insider Trading Activity
RLI CORP's Vice President, Controller Seth Anthony Davis, received new stock allotments including 300 Restricted Stock Units set to vest 100% on the third anniversary of the grant date and options for 1,500 shares at an exercise price of $49.88. The stock options vest in 20% increments annually starting one year from the grant date. These transactions were reported on a Form 4 SEC filing.
RLI Corp boosts dividend and unveils $250 million share buyback
RLI Corp announced a special cash dividend of $2.00 per share and authorized a $250 million share repurchase program. The company made this announcement on Thursday, May 14, 2026. This move indicates the company's commitment to returning value to its shareholders.
RLI Corp. on Pace for Largest Percent Increase Since October 2023 -- Data Talk
RLI Corp. is set to achieve its largest percentage increase since October 2023. The article, titled "RLI Corp. on Pace for Largest Percent Increase Since October 2023 -- Data Talk," indicates a significant positive movement for the company within the specified timeframe.
RLI Corp To Go Ex-Dividend On May 29th, 2026 With 0.18 USD Dividend Per Share And 2 USD Special Dividend Per Share
RLI Corp (RLI.US) is scheduled to trade ex-dividend on May 29th, 2026. Shareholders of record on this date will receive a regular dividend of $0.18 per share and a special dividend of $2.00 per share, with payments expected on June 12th, 2026. The article also provides general definitions of cash and stock dividends for informational purposes.
RLI Declares Regular and Special Dividends and Authorizes New $250 Million Share Repurchase Program
RLI Corp. announced that its Board of Directors declared a special cash dividend of $2.00 per share and increased its regular quarterly cash dividend by 12.5% to $0.18 per share. The company also authorized a new share repurchase program of up to $250 million of its outstanding common stock. These actions reflect RLI's strong business performance and disciplined capital management strategy.
RLI Declares Special and Increased Quarterly Dividends
RLI Corp (NYSE: RLI) announced a special cash dividend of $2.00 per share and increased its regular quarterly dividend by 12.5% to $0.18 per share, signaling robust financial health and commitment to shareholder value. The company's P/E ratio of 11.7x is near its 2-year low, suggesting a potential undervaluation, while its GF Score of 75 indicates strong long-term return potential driven by high profitability and growth. Insider purchases further underscore confidence in RLI's future performance.
RLI Declares Regular and Special Dividends and Authorizes New $250 Million Share Repurchase Program
RLI Corp. has announced regular and special dividends, along with the authorization of a new $250 million share repurchase program. This news was released via Quantisnow, a real-time market data platform for investors. The article also highlights recent insider transactions for RLI.
RLI Corp. authorizes a Buyback Plan.
RLI Corp.'s Board of Directors authorized a buyback plan on May 14, 2026. RLI Corp. is a specialty insurer focusing on niche property, casualty, and surety markets. The news was published by S&P Capital IQ.
RLI Corp. (NYSE: RLI) boosts dividends and authorizes $250M share repurchase
RLI Corp. has announced a significant return of capital to shareholders, including a special cash dividend of $2.00 per share, a 12.5% increase in its regular quarterly dividend to $0.18 per share, and a new share repurchase program worth up to $250 million. These actions, approved by the Board, reflect the company's strong financial performance and confidence in its long-term strategy, with both dividends payable on June 12, 2026, to shareholders of record as of May 29, 2026. The share repurchase program has no expiration date and will be funded from available cash and operating cash flow.
RLI Corp stock jumps on special dividend, buyback program
RLI Corp. shares rose 4.9% after announcing a special cash dividend of $2.00 per share and a new share repurchase program of up to $250 million. The company also increased its regular quarterly cash dividend by 12.5% to $0.18 per share, marking its 51st consecutive annual increase. These actions reflect the company's financial strength and confidence in its long-term strategy.
RLI Declares $2.00 Special Dividend, Raises Quarterly Dividend and Authorizes $250M Buyback
RLI has announced a significant financial move, declaring a $2.00 special cash dividend and increasing its regular quarterly dividend to $0.18 per share. The company also authorized a new $250 million share repurchase program, signaling confidence in its financial health and commitment to returning value to shareholders. RLI boasts a 51-year streak of annual dividend increases, reinforcing its stable income-generating potential.
Why Is RLI Stock Rising Today?
RLI Corp. (RLI) shares surged after the insurance company announced a special cash dividend of $2.00 per share, increased its regular quarterly dividend by 12.5% to $0.18 per share, and approved a new $250 million stock buyback program. These actions reflect the company's strong business performance and confidence in its long-term strategy, despite the stock having underperformed the S&P 500 year-to-date and over the last 12 months. Retail trader sentiment on Stocktwits also turned bullish.
RLI stock reaches 52-week low at 47.55 USD By Investing.com
RLI Corp.'s stock has fallen to a 52-week low of $47.55, representing a 35.16% decline over the past year. Despite this, the stock trades at a P/E ratio of 11.11 and is considered undervalued by InvestingPro, with the RSI indicating it's in oversold territory. The company also reported mixed Q1 2026 earnings, beating EPS expectations but missing revenue forecasts.
RLI (NYSE:RLI) - Stock Analysis
This extensive analysis of RLI (NYSE:RLI) from Simply Wall St provides a comprehensive overview of the company's financial performance, analyst ratings, and recent news. It highlights RLI's current valuation, future growth prospects, past performance, financial health, and dividend sustainability. The report also details major announcements, earnings reports, and insider transactions, offering insights into the factors influencing the stock's performance and outlook.
RLI stock reaches 52-week low at 47.55 USD
RLI Corp.'s stock has hit a new 52-week low at $47.55, reflecting a challenging year with a 35.16% decline. Despite the downturn, the stock is considered undervalued by InvestingPro analysis with a P/E ratio of 11.11, and its RSI indicates it is oversold. The company has a strong record of 51 consecutive years of dividend payments, and recently reported Q1 2026 EPS of $0.83, beating estimates, though revenue fell short.
RLI Earning Date, Earning Analysis and Earning Prediction
This article provides an in-depth analysis of RLI's past earnings reports and future predictions. It details recent quarterly results, analyst forecasts for revenue and EPS for upcoming quarters, and examines how these estimates correlate with stock price movements. The report also includes historical stock reactions to earnings announcements and an AI prediction for the Q4 2025 earnings call sentiment.
Life Insurance In Force of RLI Corp. – GETTEX:RL1
This article provides financial information for RLI Corp. (RL1 on Gettex), specifically focusing on its "Life Insurance In Force" metric. It appears to be a stub or a data point from a financial platform like TradingView, indicating a period value, change, and percentage change for this financial metric.
RLI Corp stock (US7496051066): Trading at $48.37 after 1.38% drop
RLI Corp (NYSE:RLI) shares closed at $48.37 on May 12, 2026, experiencing a 1.38% drop, despite a consensus hold rating and an analyst price target of $61.50. The specialty insurer focuses on underwriting niche risks for businesses and individuals, maintaining strong net margins of 20.81% and a market capitalization of $4.45 billion. This article highlights RLI Corp's business model, financial metrics, and its relevance for US investors seeking defensive finance exposure.
The Technical Signals Behind (RLI) That Institutions Follow
This article provides an in-depth technical analysis of Rli Corp. (NYSE: RLI), indicating weak sentiment across all time horizons, which supports a short bias. It outlines detailed institutional trading strategies, including position trading, momentum breakout, and risk hedging, complete with entry zones, target prices, and stop losses. The analysis also includes multi-timeframe signal analysis with identified support and resistance levels.
How Rising Revenue But Softer Earnings At RLI (RLI) Has Changed Its Investment Story
RLI Corp. reported increased revenue but decreased net income and diluted EPS in Q1 2026, raising concerns about cost pressures and profitability. This shift, particularly with the new Chief Claim Officer, highlights the importance of cost control for RLI's investment narrative, which previously focused on underwriting discipline and niche focus. Analysts have varying outlooks, with some taking a harsher view on future earnings and potential fair value.
Raymond James Reaffirms Their Hold Rating on RLI (RLI)
Raymond James has reaffirmed its Hold rating on RLI, following a previous Hold rating from Truist Financial and a Buy rating from KBW. RLI recently reported first-quarter revenue of $423.87 million and a net profit of $54.89 million, compared to $407.67 million revenue and $63.21 million profit in the same quarter last year.
RLI Corp. (RLI) Added as New Position on Strong Underwriting Track Record Despite Near-Term Industry Headwinds
Ariel Investments initiated a new position in RLI Corp. (RLI) during Q1 2026, citing the specialty insurer's strong underwriting track record over nearly three decades. Despite anticipated near-term headwinds from a softening property market and elevated casualty loss trends due to inflation, Ariel believes RLI's disciplined approach will enable sustainable earnings growth. The fund underperformed its benchmarks in Q1 2026 due to a volatile market but maintains a cautious outlook while focusing on high-quality businesses.
Van Berkom & Associates Inc. Grows Stock Position in RLI Corp. $RLI
Van Berkom & Associates Inc. increased its stake in RLI Corp. by 3.2% in the fourth quarter, now holding 1,268,778 shares valued at $81.18 million, making RLI its 20th largest holding. RLI reported Q4 EPS of $0.83, surpassing estimates, but revenue of $423.87 million missed expectations. The stock currently trades around $50.74, offers a 1.3% dividend yield, and has a consensus "Hold" rating from analysts with an average price target of $61.50.
How Rising Revenue But Softer Earnings At RLI (RLI) Has Changed Its Investment Story
RLI Corp. reported increased revenue but decreased net income and EPS in Q1 2026, signaling potential cost and margin pressures. This performance refines the investment narrative, emphasizing RLI's need to control expenses and claims. The promotion of Cory Figiel to Chief Claim Officer is highlighted as relevant for managing loss ratios and earnings volatility, with future performance in this area being key for investors.
How Rising Revenue But Softer Earnings At RLI (RLI) Has Changed Its Investment Story
RLI Corp. reported increased first-quarter revenue to US$423.87 million, but net income decreased to US$54.89 million, and diluted EPS fell to US$0.60. This performance raises concerns about cost pressures and profitability trends, impacting the company's investment narrative which previously focused on underwriting discipline and margin sustainability. The results emphasize the need for effective expense and claims control in the upcoming quarters and highlight the relevance of recent leadership changes in the claims department.
Universal Beteiligungs und Servicegesellschaft mbH Trims Stock Position in RLI Corp. $RLI
Universal Beteiligungs und Servicegesellschaft mbH significantly reduced its stake in RLI Corp. by 68.8% in the fourth quarter, selling over 30,000 shares. This move leaves the firm with a holding worth $898,000. Despite RLI beating EPS estimates, it missed revenue expectations, and the stock currently holds a "Hold" consensus rating from analysts with an average price target of $61.50.
RLI (NYSE:RLI) Lowered to Sell Rating by Wall Street Zen
Wall Street Zen has downgraded RLI (NYSE:RLI) from a "hold" to a "sell" rating. This comes despite RLI reporting better-than-expected Q1 EPS of $0.83, though revenue missed estimates. The analyst consensus for RLI remains an average "Hold" rating with a target price of $61.50.
RLI (RLI) VP exercises 3,000 options; 2,236 shares withheld
RLI Corp.'s Vice President and Controller, Seth Anthony Davis, exercised 3,000 stock options at $28.07 per share and had 2,236 shares withheld at $51.77 per share to cover taxes. Following these transactions, he directly holds 32,998.2874 shares of RLI Common Stock. The exercised option grant has been fully utilized, and adjustments were made for a past extraordinary dividend and a 2-for-1 stock split.
Directors’ Trust tied to RLI (RLI) director reports restructuring of 482 shares
A Directors' Trust connected to RLI CORP director Debbie Sharell Roberts reported an "other" Form 4 transaction for 482.905 shares of RLI common stock at $51.77 per share. This restructuring move, classified as a non-derivative transaction (code J), leaves the trust indirectly holding 27,088.066 shares. The filing indicates an internal ownership change rather than a typical market buy or sell.
Deferred stock allocation reported by RLI (NYSE: RLI) director
RLI Corp. director Paul Bennett Medini reported an administrative stock allocation of 507.05 shares into a Directors' Trust under a deferred compensation plan. The shares were referenced at $51.77 each. This transaction is categorized as an "other" restructuring-type move, not an open-market buy or sell, bringing the trust's total indirect holdings to 7,347.229 RLI common shares.
Vanguard holds 5.22% of RLI Corp common stock (NYSE: RLI)
Vanguard Capital Management reported a 5.22% beneficial ownership stake in RLI Corp (NYSE: RLI), totaling 4,804,363 shares as of March 31, 2026. The Schedule 13G filing indicates Vanguard has sole voting power over 693,420 shares and sole dispositive power over all 4,804,363 shares. The filing was signed on April 30, 2026, by Ashley Grim, Head of Global Fund Administration.
RLI SEC Filings
This page on Stock Titan provides comprehensive access to RLI Corp.'s SEC filings, including 10-K, 10-Q, and 8-K reports, offering crucial regulatory information for investors. It details how these filings provide insight into RLI’s specialty insurance operations, financial performance, and material events like dividend declarations and leadership changes. Stock Titan enhances these disclosures with AI-powered summaries and sentiment analysis to help users understand complex financial information.
Precision Trading with Rli Corp. (de) (RLI) Risk Zones
This article provides a precision trading analysis for Rli Corp. (de) (NYSE: RLI), indicating weak sentiment across all horizons and elevated downside risk. It outlines three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss zones. The analysis also includes multi-timeframe signal analysis for near-term, mid-term, and long-term horizons, highlighting support and resistance levels.
Vanguard Portfolio Management (RLI) files 13G reporting 4.8M shares
Vanguard Portfolio Management has filed a Schedule 13G, disclosing a beneficial ownership of 4,805,700 shares of RLI Corp's Common Stock, equating to a 5.22% stake. The filing indicates that Vanguard holds sole dispositive power over all these shares and sole voting power over 10,504 shares, with ownership reported by various Vanguard affiliates. This disclosure reflects a passive investment in RLI Corp.
[8-K] RLI CORP Reports Material Event
RLI Corp. (RLI) reported its first-quarter 2026 earnings, highlighting solid underwriting results with an 86 combined ratio, 3% gross premium growth, and a 15% increase in net investment income. Despite a competitive market and some decline in property premiums, the company maintained underwriting discipline, achieved rate increases in casualty, and strengthened its balance sheet by raising $300 million in debt. Management emphasized strategic growth, a focus on technology like AI for efficiency, and an A++ financial strength rating upgrade from AM Best.
EDGAR Filing Documents for 0001104659-26-035213
This article provides details of an EDGAR filing, specifically a Form DEF 14A (Other definitive proxy statements) by RLI CORP. The filing has an accession number of 0001104659-26-035213, was filed on March 26, 2026, and relates to a report period ending May 14, 2026. It includes various document links, metadata about RLI CORP, and its contact information.
RLI starts 2026 strong, stays disciplined as E&S softens
RLI Insurance Company began 2026 with strong financial results, including an 86% combined ratio and 3% premium growth, despite some catastrophe losses. The company is maintaining underwriting discipline as the E&S market softens due to increased competition and re-entry of admitted carriers. RLI is leveraging producer relationships and selective underwriting, while also exploring opportunities in "wheels-based" products and utilizing AI to enhance decision-making.
Hingham Institution for Savings Invests $1.92 Million in RLI Corp. $RLI
Hingham Institution for Savings has invested $1.92 million in RLI Corp. (NYSE: RLI), acquiring 30,000 shares, making it their 8th largest holding. Despite RLI's Q1 displaying strong underwriting with a combined ratio of 86 and an EPS beat, revenue fell short, and the company faced catastrophe losses and competitive rate pressure. RLI currently trades at a P/E of 12.33 with a 1.2% yield and holds an average analyst rating of "Hold."
