Oct 21, 5:10 PM ET
RLI furnished the transcript of its October 20, 2026 third-quarter earnings call, which discussed results reported the day before. Operating earnings rose, but the combined ratio worsened to 86.2 from 85.1, and GAAP earnings fell as equity securities values changed, so the results point in mixed directions for shareholders.
- Operating EPS was $0.86 versus $0.82 a year earlier; GAAP net EPS was $0.88 versus $1.35.
- Combined ratio was 86.2 versus 85.1; underwriting income was $58.8 million for the quarter.
- Net investment income rose 13% to $46.7 million; comprehensive loss was $36.8 million, or $0.40 per share.
- Quarterly dividend of $0.18 per share was paid; about 104,000 shares were repurchased at an average $60.51, with $232 million remaining under the authorization.
Read the filing on SEC.gov ↗
Oct 19, 4:20 PM ET
RLI Corp. reported third quarter 2026 net earnings of $81.0 million ($0.88 per diluted share), down 35.0% from $124.6 million ($1.35 per share) a year earlier. Operating earnings rose 4.6% to $79.3 million ($0.86 per share), but underwriting income fell to $58.8 million on a combined ratio of 86.2, compared with $60.5 million on 85.1 in the prior-year quarter.
- Q3 2026 net earnings $81.0 million ($0.88 per share) vs. $124.6 million ($1.35) in Q3 2025
- Q3 2026 operating earnings $79.3 million ($0.86 per share) vs. $75.8 million ($0.82) in Q3 2025
- Underwriting income $58.8 million on an 86.2 combined ratio vs. $60.5 million on 85.1; gross premiums written rose 2% and net investment income rose 13%
- Repurchased 103,573 shares for $6.3 million in Q3; $231.7 million of repurchase capacity remained as of September 30, 2026
Read the filing on SEC.gov ↗
Jul 22, 4:16 PM ET
RLI Corp. reported second quarter 2026 net earnings of $168.0 million ($1.82 per diluted share), up from $124.3 million ($1.34) a year earlier, but this figure includes $103.0 million of unrealized gains on equity securities. Operating earnings were $76.9 million ($0.83 per share), roughly flat with $76.2 million ($0.82) in 2025, while underwriting income fell to $59.9 million and the combined ratio worsened to 85.6 from 84.5. For shareholders, the quarter shows higher reported profit alongside weaker core underwriting results.
- Net earnings of $168.0 million ($1.82 per diluted share) vs. $124.3 million ($1.34) in Q2 2025, up 35.1%
- Operating earnings of $76.9 million ($0.83 per share) vs. $76.2 million ($0.82) in Q2 2025
- Underwriting income of $59.9 million on an 85.6 combined ratio vs. $62.2 million on an 84.5 combined ratio in Q2 2025
- Special dividend of $2.00 per share paid June 12, 2026, returning $184.0 million; $250.0 million buyback authorized May 14, 2026, with $12.0 million repurchased in the quarter
Read the filing on SEC.gov ↗
Jul 15, 4:10 PM ET
RLI Corp.'s Board appointed James H. Bradshaw as a director effective July 15, 2026, and named him to the Audit and Finance & Risk Committees. The Board determined he is independent under New York Stock Exchange rules, and he will stand for election at the next annual shareholders' meeting. The filing describes this as a board addition and reports no financial results.
- James H. Bradshaw appointed to the Board effective July 15, 2026
- Board determined Mr. Bradshaw is independent under NYSE rules
- Appointed to the Audit and Finance & Risk Committees; term expires at the May 2027 shareholders' meeting
- Bradshaw is Chairman of Gallagher Re North America, a role he assumed in 2024
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
