ORI
OLD REPUBLIC INTERNATIONAL CORPPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- B May 1 1 insider buy $12.0K at $39.90
- S May 12 1 insider sell $516.7K at $38.76
- S Jul 28 to Jul 29 2 days of insider sells: $1.2M by 2 insiders, avg $43.86
- S Aug 11 1 insider sell $75.6K at $42.26
- S Sep 1 1 insider sell $184.3K at $42.01
- R Oct 22 Old Republic reported Q3 2026 net operating income per diluted share…
- E Oct 22 Earnings: ORI Q3 2026 Earnings: EPS $0.73 (-8.3% vs est)
- A Oct 23 Raymond James downgrades
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider bought $12.0K at an average $39.90. 3 insiders sold $2.0M.
- InstitutionsMIXED
Q2 2026: 28 added (2 new), 24 trimmed or exited. Largest new: Arrowstreet Capital, Limited Partnership $22.0M, Exoduspoint Capital Management $12.0M.
- AnalystsBULLISH
4 of 8 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $0.833 → $0.763 over 90 days. 1 up, 2 down in 30 days.
- TrendDOWNTREND
4% below its 50-day average.
- SocialQUIET
Crowd 60° (warm) this week from 1 mention: 1 bullish, 0 bearish. No setup call.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| FIRST TRUST ADVISORS LP | ADD | $166.2M |
| GQG Partners LLC | TRIM | $72.0M |
| Gotham Asset Management, LLC | ADD | $54.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | $28.4M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | $28.4M |
| AE Wealth Management LLC | DOUBLED | $25.1M |
| UBS Group AG | ADD | $23.0M |
| CITADEL ADVISORS LLC | ADD | $22.3M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
8 analystsPrice is below the lowest target. Median implies +13%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 23, 2026 | Piper Sandler MAINTAIN | Neutral |
| Oct 23, 2026 | Raymond James DOWNGRADE | Outperform |
| Jul 24, 2026 | Piper Sandler MAINTAIN | Neutral |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 1, 2026 | MONROE CAROLYN SVP - Title Insurance | SELL | $184.3K |
| Aug 11, 2026 | MONROE CAROLYN SVP - Title Insurance | EXERCISE | $515.1K |
| Aug 11, 2026 | MONROE CAROLYN SVP - Title Insurance | TAX W/H | $564.5K |
| Aug 11, 2026 | MONROE CAROLYN SVP - Title Insurance | SELL | $75.6K |
| Jul 29, 2026 | LANGE JEFFREY SVPUnderwriting & Distribution | SELL | $615.9K |
| Jul 28, 2026 | OBERST STEPHEN J Executive Vice President | EXERCISE | $419.6K |
| Jul 28, 2026 | OBERST STEPHEN J Executive Vice President | EXERCISE | $503.5K |
| Jul 28, 2026 | OBERST STEPHEN J Executive Vice President | EXERCISE | $591.4K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.76 | $0.63–$0.83 | -6.1% | $2.5B |
| Next Q | $0.73 | $0.70–$0.75 | -3.5% | $2.4B |
| Current FY | $2.85 | $2.76–$3.00 | -3.1% | $9.8B |
| Next FY | $3.17 | $3.00–$3.35 | -4.0% | $10.3B |
Short side
FINRA· Oct 15, 2026SecBot reports
9 filings · 0 bullish · 3 bearish · 6 neutral- BEARISH 8-KOct 22, 2026
Old Republic reported Q3 2026 net operating income per diluted share of $0.73, a 6.0% YoY decline…
The EPS miss and deteriorating underwriting trends, especially in the core Specialty segment, signal a clear negative surprise. Monitor upcoming quarterly filings for any further deterioration in…
- BEARISH PRESS-RELEASEOct 22, 2026
Old Republic reported Q3 2026 net operating income per diluted share of $0.73, missing the $0.79…
The fourth consecutive EPS miss and deteriorating underwriting trends in the core Specialty Insurance segment suggest the underwriting cycle is turning less favorable. Monitor Q4 2026 for further…
- NEUTRAL PRESS-RELEASEAug 14, 2026
Old Republic International declared a regular quarterly dividend of $0.315 per share, payable…
This is a routine dividend declaration with no earnings content. Monitor ORI's next 10-Q or earnings release for actual quarterly results and guidance.
- NEUTRAL CLUSTERJul 31, 2026
Two ORI insiders sold a combined $1.19M in open-market transactions over two days. EVP Stephen…
This cluster is too small to warrant a trading response. Oberst's option exercises are routine cashless exercises common after vesting. Monitor the next 10-Q for any fundamental deterioration, but…
All ORI filing & press-release reports (9)
- 8-K reportOct 22, 2026
- PRESS-RELEASE reportOct 22, 2026
- PRESS-RELEASE reportAug 14, 2026
- CLUSTER reportJul 31, 2026
- PRESS-RELEASE reportJul 9, 2026
- 8-K reportMay 18, 2026
- 424B5 reportMay 14, 2026
- 424B5 reportMay 13, 2026
- 8-K reportApr 23, 2026