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ORI

NEUTRAL
$39.95 Live
Old Republic International Corporation · NYSE
Target $42.0 (+5.1%)
$35.6 52W Range $46.76

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 01, 2026
Market cap
$9.73B
P/E
9.84
ROE
17.3%
Profit margin
10.8%
Debt/Equity
0.27
Dividend yield
3.15%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
Old Republic International Corporation presents a stark dichotomy between deep value and deteriorating operational health. While the company trades significantly below its Graham Number ($47.18) and Intrinsic Value ($119.77) with a low P/E of 9.84, the Piotroski F-Score of 2/9 indicates severe weakness in financial health and operational trends. Strong earnings growth (34.7% YoY) and a consistent track record of EPS beats are currently offset by a bearish technical trend (0/100) and negative insider sentiment. The stock appears to be a value play with significant underlying quality risks.

Key Strengths

Attractive valuation with P/E of 9.84 and trading below Graham Number
Strong profitability with ROE of 17.28% and Gross Margin of 63.49%
Impressive earnings growth trajectory (34.7% YoY and 61% Q/Q EPS growth)
Consistent history of beating analyst estimates over 25 quarters
Conservative leverage with a Debt/Equity ratio of 0.27

Key Risks

Critical operational weakness indicated by a Piotroski F-Score of 2/9
Poor short-term liquidity with a Current Ratio of 0.59 and Quick Ratio of 0.19
Bearish technical momentum (Technical Trend score of 0/100)
Negative insider activity with net selling in the last 6 months
Exposure to systemic insurance underwriting risks and long-tail claim uncertainty
AI Fair Value Estimate
Based on comprehensive analysis
$46.5
+16.4% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
70
Strong
Value
90
Future
85
Past
95
Health
20
Dividend
60
AI Verdict
Value Trap Warning
Key drivers: Deep valuation discount, Strong EPS growth, Critical F-Score failure, Bearish technicals
Confidence
80%
Value
90/100

Ref P/E 9.84, Graham Number $47.18

Positives
  • P/E well below sector average
  • Price < Graham Number
  • Price << Intrinsic Value
Watchpoints
  • Forward P/E is slightly higher than trailing P/E
Future
85/100

Ref Growth rates and EPS progression

Positives
  • Strong YoY Revenue growth (13.5%)
  • Accelerating EPS growth (63% YoY)
Watchpoints
  • PEG ratio of 1.39 suggests growth is partially priced in
Past
95/100

Ref Historical earnings surprises

Positives
  • Exceptional 25-quarter earnings track record
  • Strong 5-year price appreciation (+133.9%)
Watchpoints
No urgent risks highlighted.
Health
20/100

Ref Piotroski F-Score and Liquidity ratios

Positives
  • Low Debt/Equity ratio
Watchpoints
  • Piotroski F-Score of 2/9 is critically low
  • Very low Quick Ratio (0.19)
Dividend
60/100

Ref Yield and Payout Ratio

Positives
  • Sustainable payout ratio (29.19%)
Watchpoints
  • Low dividend strength score (35/100)
  • Modest yield (3.15%)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$39.95
Analyst Target
$42.0
Upside/Downside
+5.1%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for ORI and closest competitors.

Updated 2026-04-30
ORI
Old Republic International Corporation
Primary
5Y
+133.9%
3Y
+91.6%
1Y
+15.7%
6M
+9.0%
1M
+0.1%
1W
+0.1%
JEF
Jefferies Financial Group Inc.
Peer
5Y
+76.5%
3Y
+63.9%
1Y
+5.5%
6M
-12.0%
1M
+21.4%
1W
+1.1%
WUL
TeraWulf Inc.
Peer
5Y
+143.3%
3Y
+1324.5%
1Y
+630.1%
6M
+58.1%
1M
+25.6%
1W
+5.5%
UMB
UMB Financial Corporation
Peer
5Y
+40.1%
3Y
+105.6%
1Y
+31.3%
6M
+11.3%
1M
+13.9%
1W
+0.0%
XP
XP Inc.
Peer
5Y
-44.1%
3Y
+60.4%
1Y
+31.7%
6M
+15.4%
1M
+2.1%
1W
-7.0%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
9.84
Forward P/E
11.98
PEG Ratio
1.39
P/B Ratio
1.64
P/S Ratio
1.03
EV/Revenue
1.07
EV/EBITDA
7.21
Market Cap
$9.73B

Profitability

Profit margins and return metrics

Profit Margin 10.83%
Operating Margin 17.97%
Gross Margin 63.49%
ROE 17.28%
ROA 2.95%

Growth

Revenue and earnings growth rates

Revenue Growth +13.5%
Earnings Growth +34.7%
Q/Q Revenue Growth +19.33%
Q/Q Earnings Growth +34.7%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.27
Low debt
Current Ratio
0.59
Weak
Quick Ratio
0.19
Poor
Cash/Share
$5.14

Quarterly Earnings History

EPS performance vs analyst estimates

2026-07-23
$N/A
2026-04-23
$1.32
+68.2% surprise
2026-01-22
$0.82
-7.9% surprise
2025-10-23
$0.78
+2.2% surprise

Financial Services Sector Comparison

Comparing ORI against 975 companies in the Financial Services sector (156 bullish, 425 neutral, 394 bearish)
P/E Ratio
9.84
This Stock
vs
34.86
Sector Avg
-71.8% (Discount)
Return on Equity (ROE)
17.28%
This Stock
vs
0.29%
Sector Avg
+5811.4% (Excellent)
Profit Margin
10.83%
This Stock
vs
88.25%
Sector Avg
-87.7% (Weaker)
Debt to Equity
0.27
This Stock
vs
1.32
Sector Avg
-79.6% (Less Debt)
Revenue Growth
13.5%
This Stock
vs
33.02%
Sector Avg
-59.1% (Slower)
Current Ratio
0.59
This Stock
vs
3.69
Sector Avg
-83.9% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

DARE THOMAS
General Counsel
Stock Award
2026-03-11
2,752 shares
MONROE CAROLYN
Officer
Stock Award
2026-03-11
2,892 shares
LANGE JEFFREY
Officer
Stock Award
2026-03-11
2,752 shares
SODARO FRANK JOSEPH
Chief Financial Officer
Stock Award
2026-03-11
2,752 shares
SMIDDY CRAIG R
Chief Executive Officer
Stock Award
2026-03-11
9,123 shares
OBERST STEPHEN J
Officer
Stock Award
2026-03-11
3,679 shares
GRAY WILLIAM TODD
Officer and Treasurer
Stock Award
2026-03-11
3,250 shares
DARE THOMAS
General Counsel
Stock Award
2026-03-06
3,008 shares
MONROE CAROLYN
Officer
Stock Award
2026-03-06
2,907 shares
LANGE JEFFREY
Officer
Stock Award
2026-03-06
3,008 shares
SODARO FRANK JOSEPH
Chief Financial Officer
Stock Award
2026-03-06
3,008 shares
SMIDDY CRAIG R
Chief Executive Officer
Stock Award
2026-03-06
9,628 shares
OBERST STEPHEN J
Officer
Stock Award
2026-03-06
4,010 shares
GRAY WILLIAM TODD
Officer and Treasurer
Stock Award
2026-03-06
3,509 shares
SMITH ERIC JOHN
Director
Buy
2026-03-02
1,135 shares · $48,917
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-23

ORI likely filed this 8-K to announce its first quarter financial results for 2026.

DEF 14A
DEF 14A
2026-03-31

ORI filed a Definitive Proxy Statement on March 31, 2026, providing shareholders with necessary information and voting materials for an upcoming meeting.

10-K
10-K
2026-02-26

Old Republic International Corporation is a Chicago-based holding company operating primarily through its Specialty Insurance and Title Insurance segments. The company recently streamlined its portfolio by selling the Republic Financial Indemnity Group (RFIG) Run-off business on May 31, 2024. While specific financial metrics were not provided in the excerpts, the company's risk profile is centered on its insurance underwriting activities and related services.

8-K
8-K
2026-01-22

Old Republic International Corporation filed an 8-K on January 22, 2026, likely to announce its fourth-quarter and full-year financial results.

8-K
8-K
2025-12-12
10-Q
10-Q
2025-10-31

As of September 30, 2025, Old Republic International Corporation's total assets grew to $30.3 billion, driven by an increase in total investments to $16.8 billion. Policy liabilities also rose during the period, with loss and loss adjustment expense reserves increasing to $14.8 billion. While the filing includes a section for risk factors, specific details were not provided in the excerpt.

8-K
8-K
2025-10-24

ORI filed an 8-K on October 24, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-08-19

ORI filed an 8-K on August 19, 2025, likely to announce its second-quarter financial results.

10-Q
10-Q
2025-08-01

As of June 30, 2025, Old Republic International Corporation reported total assets of $29.3 billion, supported by a total investment portfolio of $16.2 billion. Policy liabilities increased during the period, with loss and loss adjustment expense reserves rising to $14.4 billion and unearned premiums increasing to $4.0 billion. While the filing includes a section for risk factors, specific details were not provided in the available excerpt.

8-K
8-K
2025-07-24

Orion Office REIT (ORI) filed an 8-K, likely to announce its second-quarter financial results.

8-K
8-K
2025-05-28
8-K
FORM 8-K
2025-05-19
10-Q
10-Q
2025-05-02
8-K
FORM 8-K
2025-04-28
8-K
8-K
2025-04-25
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
2 analysts
Piper Sandler
2026-04-24
Maintains
Neutral Neutral
Piper Sandler
2026-01-22
down
Overweight Neutral
Piper Sandler
2025-12-08
Maintains
Overweight Overweight

Past News Coverage

Recent headlines mentioning ORI from our newsroom.

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