RLI (NYSE:RLI) Announces Earnings Results

RLI (NYSE:RLI) released its quarterly earnings data on Monday. The insurance provider reported $0.86 EPS for the quarter, beating analysts’ consensus estimates of $0.54 by $0.32, FiscalAI reports. RLI had a net margin of 22.22% and a return on equity of 17.61%. The company had revenue of $476.96 million during the quarter, compared to the consensus estimate of $533.51 million. During the same quarter in the prior year, the firm earned $0.83 EPS.

RLI Stock Up 0.0%

RLI stock opened at $61.10 on Tuesday. RLI has a 52-week low of $47.26 and a 52-week high of $67.12. The stock has a market cap of $5.61 billion, a price-to-earnings ratio of 17.81 and a beta of 0.36. The business has a fifty day moving average of $60.52 and a two-hundred day moving average of $57.80.

RLI Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st were paid a dividend of $0.18 per share. The ex-dividend date of this dividend was Monday, August 31st. This represents a $0.72 annualized dividend and a yield of 1.2%. RLI’s dividend payout ratio (DPR) is 15.13%.

Analyst Upgrades and Downgrades

RLI has been the topic of a number of recent research reports. Weiss Ratings raised RLI from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, August 28th. Wells Fargo & Company reaffirmed an “underweight” rating and issued a $51.00 target price (down from $57.00) on shares of RLI in a research note on Monday, October 12th. Wall Street Zen upgraded RLI from a “sell” rating to a “hold” rating in a report on Saturday, August 1st. Keefe, Bruyette & Woods reissued an “outperform” rating and set a $74.00 price target (up from $70.00) on shares of RLI in a research report on Tuesday, July 28th. Finally, UBS Group set a $74.00 price target on shares of RLI in a research report on Tuesday, July 28th. One investment analyst has rated the stock with a Buy rating, three have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Reduce” and a consensus target price of $62.00.

Trending Headlines about RLI

Here are the key news stories impacting RLI this week:

• Positive Sentiment: Operating earnings were $0.86 per share, above analysts’ estimates of approximately $0.54–$0.58 and up from $0.82 a year earlier. This marks another quarterly earnings beat and supports the view that RLI’s underlying operations remain resilient. RLI Corp. Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Net premiums earned increased 4.2% to $424.9 million, gross premiums written rose 2% to $522.2 million, and net investment income climbed 13.1% to $46.7 million. RLI also repurchased about $6.3 million of stock during the quarter, with $231.7 million remaining under its authorization. RLI Reports Third Quarter 2026 Results
• Neutral Sentiment: RLI reported $81.0 million of GAAP net income, or $0.88 per diluted share, compared with $124.6 million, or $1.35 per share, in the prior-year quarter. The difference between lower GAAP earnings and higher operating earnings suggests investment-market effects or other non-operating items influenced the comparison. RLI Reports Third-Quarter 2026 Net Earnings
• Negative Sentiment: Revenue was approximately $477.0 million, below the $533.5 million analyst estimate and down 6.3% year over year. Underwriting income totaled $58.8 million, while the combined ratio deteriorated to 86.2%; although still profitable, the worsening ratio signals some pressure on underwriting performance. RLI Reports Q3 Beat as Combined Ratio Deteriorates
• Neutral Sentiment: Favorable prior-year reserve development contributed $20.1 million to underwriting income, which may raise questions about how much of the quarter’s underwriting strength is repeatable.

About RLI

RLI Corp. (NYSE: RLI) is a specialty insurance company that underwrites property and casualty insurance products for commercial and personal customers. The company focuses on specialized risks that may not be adequately served by standard insurance carriers.

RLI’s offerings include commercial property and casualty coverage, professional liability insurance, surety bonds, transportation-related insurance, and personal lines such as homeowners and personal umbrella coverage. Its products are distributed through independent agents, brokers, and other insurance intermediaries.

Founded in 1965 and headquartered in Peoria, Illinois, RLI serves customers primarily throughout the United States.