Business Description

Old Republic International Corporation is a Chicago-based specialty insurance holding company that operates primarily in the United States and Canada. Founded in 1923, the company provides a wide range of property, casualty, and title insurance products to commercial clients and individuals. It is distinctive for its decentralized structure of specialized underwriting businesses and its long-standing track record of consistent dividend payments.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Net Premiums Earned7,788,7007,026,4006,445,9007,342,100
Investment Income708,700673,100578,300459,500
Net Gains on Investments179,70069,900(190,900)(201,200)
Total Other Revenues459,000462,000424,900483,100
Total Revenues9,136,3008,231,5007,258,3008,083,700
Insurance Benefits & Claims3,377,3003,047,9002,596,5002,440,200
Policy Amortization Costs2,408,000
Other Operating Expenses6,671,2004,113,7003,914,1004,785,900
Operating Profit(3,320,200)1,069,900747,700857,600
Income Before Provision for Income Taxes1,184,0001,069,700747,400857,400
Provision for Income Taxes484,000216,900148,800170,900
Consolidated Net Income941,900852,700598,600686,400
Net Income Attributable to Minority Interests and Other6,500
Net Income Attributable to Common Shareholders935,400852,700598,600686,400
Basic EPS3.823.302.122.28
Diluted EPS3.723.242.102.26
Basic Weighted Average Shares Outstanding245,121258,032282,733301,677
Diluted Weighted Average Shares Outstanding251,314262,881285,471303,297
Shares Outstanding243,604248,817278,392296,932
FY 2025FY 2024FY 2023FY 2022
Debt Securities12,709,80012,091,50012,139,90011,746,700
Equity and Preferred Securities2,487,7002,540,7002,660,8003,220,900
Other Investments1,641,3001,446,5001,066,900892,000
Total Investments16,839,00016,079,00015,867,70015,859,900
Cash and Cash Equivalents263,200201,900202,80081,000
Reinsurance Contract Assets8,144,6007,337,1006,496,0005,910,800
Deferred Acquisition Costs636,200531,300417,800382,500
Other Receivables2,923,3002,599,5002,318,4002,034,200
Other Assets1,055,9001,094,0001,198,100890,500
Total Assets29,862,70027,843,10026,501,40025,159,400
Unearned Premiums3,982,5003,505,4003,042,7002,787,800
Claims Reserves14,953,50013,901,70012,688,50012,403,700
Reinsurance Contract Liabilities1,428,0001,409,8001,380,9001,079,400
Accrued Expenses601,800547,500532,900514,800
Total Debt1,589,9001,588,7001,591,2001,597,000
Other Liabilities1,378,0001,270,700854,000603,200
Total Liabilities23,934,20022,224,10020,090,70018,986,200
Common Stock246,300248,800278,300296,900
Additional Paid-in Capital23,300678,7001,141,800
Accumulated Other Comprehensive Income129,000(149,500)(190,600)(587,300)
Retained Earnings5,515,2005,519,7005,644,3005,321,800
Total Common Shareholders' Equity5,914,0005,618,9006,410,7006,173,200
Minority Interests and Other14,400
Total Shareholders' Equity5,928,4005,618,9006,410,7006,173,200
Total Liabilities and Shareholders' Equity29,862,70027,843,10026,501,40025,159,400
FY 2025FY 2024FY 2023FY 2022
Net Income941,900852,700598,600686,400
Other Adjustments(150,600)(115,300)327,200203,100
Changes in Receivables(278,600)(270,100)(274,400)(158,600)
Changes in Reinsurance Contract Assets12,600140,60023,800147,200
Changes in Deferred Acquisition Costs(104,900)(113,400)(35,200)(32,000)
Changes in Unearned Premiums260,600363,400194,000157,600
Changes in Claims Reserves438,100354,90093,400221,500
Changes in Income Taxes Payable45,10020,800(47,100)(54,700)
Cash from Operating Activities1,164,3001,233,400880,4001,170,600
Purchases of Investments(2,914,700)(4,142,100)(3,118,000)(5,127,200)
Proceeds from Sale of Investments2,938,9004,393,3003,505,7005,020,200
Proceeds from Business Divestments136,600
Other Investing Activities(201,400)(391,700)(362,300)(308,000)
Cash from Investing Activities(177,200)(3,900)25,300(415,000)
Issuance of Long-Term Debt395,900
Repayments of Long-Term Debt(400,000)(5,300)
Net Issuance / (Repayments) of Long-Term Debt(4,100)(5,300)
Issuance of Common Shares3,8002,00031,10026,600
Repurchases of Common Shares(123,800)(942,200)(535,300)(281,200)
Net Issuance / (Repurchases) of Common Shares(120,000)(940,200)(504,200)(254,600)
Common Share Dividends Paid(782,600)(271,900)(275,500)(579,700)
Other Financing Activities(23,100)(10,700)1,8001,500
Cash from Financing Activities(925,700)(1,226,900)(783,200)(832,700)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash61,3002,400122,500(77,100)

Key Metrics & Ratios

MetricValue
Market Cap$11.12B
P/E12.27x
P/S1.43x
Return on Equity16.3%
Return on Invested Capital-6.9%
Dividend Yield7.0%
Free Cash Flow Margin12.7%

Margins

Gross margin
Operating margin
-36.3%
Net margin
10.2%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q2 2026 $2.50B +13.4% 16.4% $410M
Q1 2026 $2.40B +13.5% 17.2% $414M
Q4 2025 $2.39B +19.3% -177.5% $-4.24B
Q3 2025 $2.42B +3.5% 14.6% $353M
Q2 2025 $2.21B 11.8% $260M
Q1 2025 $2.11B 14.6% $308M
Q4 2024 $2.00B 6.5% $131M
Q3 2024 $2.34B 18.2% $427M

More on Old Republic International Corp.

Figures compiled from public company filings.

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