What changed
$ORI — BUY 📊
Old Republic International Corporation, through its subsidiaries, provides insurance underwriting and related services in the United States and Canada.
🎯 Q1 FY26 | Rev $2B | EPS $1.32 vs $0.79 🟢
💡 Consensus expected $0.79 EPS, reflecting cautious views on underwriting margins. The beat suggests sustainable pricing power and benign claims, which should lead to upward revisions for full-year 2026. Market may be slow to price in the new run-rate given one-time beat concerns.
📉 Reward/Risk: 2.2:1
🏢 Business Quality: 7/10 - Diversified P&C and title insurer with conservative underwriting, strong capital position, and consistent profitability.
📊 Valuation: cheap - P/E on annualized Q1 EPS is 7.3x, vs sector median 11x and historical range 9-13x; P/B 1.6x, near upper historical range but supported by...
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/ORI0621
Why it matters
Old Republic International Corporation, through its subsidiaries, provides insurance underwriting and related services in the United States and Canada.