Old Republic International Corporation $ORI Shares Sold by Systematic Financial Management LP

Systematic Financial Management LP lessened its stake in shares of Old Republic International Corporation (NYSE:ORI) by 2.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 785,758 shares of the insurance provider’s stock after selling 21,433 shares during the quarter. Systematic Financial Management LP’s holdings in Old Republic International were worth $31,352,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Bank of New York Mellon Corp lifted its holdings in Old Republic International by 3.3% in the 1st quarter. Bank of New York Mellon Corp now owns 12,241,253 shares of the insurance provider’s stock valued at $488,426,000 after purchasing an additional 388,866 shares in the last quarter. AQR Capital Management LLC grew its holdings in shares of Old Republic International by 30.7% during the third quarter. AQR Capital Management LLC now owns 7,553,963 shares of the insurance provider’s stock worth $319,155,000 after buying an additional 1,774,807 shares in the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of Old Republic International by 0.9% during the first quarter. Dimensional Fund Advisors LP now owns 6,721,774 shares of the insurance provider’s stock worth $268,202,000 after buying an additional 60,395 shares in the last quarter. Geode Capital Management LLC raised its position in shares of Old Republic International by 1.8% in the fourth quarter. Geode Capital Management LLC now owns 4,181,149 shares of the insurance provider’s stock valued at $190,870,000 after buying an additional 72,857 shares during the last quarter. Finally, Thrivent Financial for Lutherans raised its position in shares of Old Republic International by 0.6% in the fourth quarter. Thrivent Financial for Lutherans now owns 3,949,102 shares of the insurance provider’s stock valued at $170,364,000 after buying an additional 22,496 shares during the last quarter. Institutional investors and hedge funds own 70.92% of the company’s stock.

Insider Buying and Selling

In related news, SVP Carolyn Monroe sold 13,330 shares of the company’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $38.76, for a total transaction of $516,670.80. Following the completion of the transaction, the senior vice president owned 32,261 shares of the company’s stock, valued at approximately $1,250,436.36. This represents a 29.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Company insiders own 1.32% of the company’s stock.

Old Republic International News Summary

Here are the key news stories impacting Old Republic International this week:

• Positive Sentiment: Old Republic reported Q2 revenue of $2.50 billion, ahead of consensus estimates of $2.38 billion, showing stronger-than-expected top-line performance. OLD REPUBLIC REPORTS RESULTS FOR THE SECOND QUARTER AND FIRST HALF 2026
• Positive Sentiment: The company reported net income of $322.3 million, up sharply from $204.4 million a year ago, and management highlighted an upcoming bargain purchase gain expected next quarter. Old Republic expects ECM to run at a 90%-95% combined ratio, as it flags a bargain purchase gain next quarter
• Neutral Sentiment: Old Republic’s earnings presentation and conference-call materials suggest management is focused on navigating underwriting challenges while supporting longer-term operating stability. Old Republic International Corporation 2026 Q2 – Results – Earnings Call Presentation
• Neutral Sentiment: Several summaries noted that the company beat sales expectations, which is constructive, but the market is likely more focused on profitability trends and margin outlook than revenue alone. Old Republic International Corp (ORI) Q2 2026 Earnings Call Highlights: Navigating Challenges …
• Negative Sentiment: Q2 EPS of $0.76 missed analyst estimates of about $0.77 to $0.78, and net operating income declined year over year, which may be weighing on the shares. OLD REPUBLIC REPORTS RESULTS FOR THE SECOND QUARTER AND FIRST HALF 2026

Analyst Upgrades and Downgrades

ORI has been the topic of several recent analyst reports. Piper Sandler upped their price objective on shares of Old Republic International from $38.00 to $40.00 and gave the company a “neutral” rating in a research note on Friday, April 24th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Old Republic International in a research note on Wednesday, July 8th. Raymond James Financial set a $44.00 price target on Old Republic International in a report on Monday, April 27th. Finally, Zacks Research raised Old Republic International from a “strong sell” rating to a “hold” rating in a research note on Friday, June 26th. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $42.00.

Old Republic International Stock Down 0.7%

ORI opened at $41.30 on Friday. The company has a debt-to-equity ratio of 0.27, a current ratio of 0.23 and a quick ratio of 0.23. The stock has a market capitalization of $10.03 billion, a price-to-earnings ratio of 11.07 and a beta of 0.58. The business has a 50-day moving average of $39.81 and a two-hundred day moving average of $40.53. Old Republic International Corporation has a 12 month low of $35.60 and a 12 month high of $46.76.

Old Republic International (NYSE:ORI) last posted its quarterly earnings data on Thursday, July 23rd. The insurance provider reported $0.76 EPS for the quarter, missing analysts’ consensus estimates of $0.78 by ($0.02). The company had revenue of $2.50 billion for the quarter, compared to analyst estimates of $2.38 billion. Old Republic International had a net margin of 10.83% and a return on equity of 15.71%. The company’s revenue was up 5.2% compared to the same quarter last year. During the same period in the prior year, the company earned $0.81 EPS. On average, research analysts expect that Old Republic International Corporation will post 2.95 earnings per share for the current year.

Old Republic International Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, June 5th were issued a $0.315 dividend. This represents a $1.26 dividend on an annualized basis and a yield of 3.1%. The ex-dividend date was Friday, June 5th. Old Republic International’s payout ratio is presently 33.78%.

About Old Republic International

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.