RLI

Selective Insurance (SIGI) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on July 23, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This insurance holding company is expected to post quarterly earnings of $1.72 per share in its upcoming report, which represents a year-over-year change of +31.3%. Revenues are expected to be $1.36 billion, up 3% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is sign...

Wall Street expects a year-over-year decline in earnings on higher revenues when RLI Corp. (RLI) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on July 22, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This specialty insurance company is expected to post quarterly earnings of $0.71 per share in its upcoming report, which represents a year-over-year change of -15.5%. Revenues are expected to be $455.81 million, up 3.3% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant...

PEORIA, Ill., July 01, 2026--(BUSINESS WIRE)--RLI Corp. (NYSE: RLI) – RLI Corp. announced today that it will release its second quarter 2026 earnings after market close on Wednesday, July 22, 2026. The company will hold its quarterly conference call to discuss second quarter results on Thursday, July 23, 2026, at 10:00 a.m. CDT. This call is being webcast by Q4 and can be accessed at https://events.q4inc.com/attendee/465043342. ABOUT RLI RLI Corp. (NYSE: RLI) is a specialty insurer serving niche property, casualty and surety markets. The company provides deep underwriting expertise and superior service to commercial and personal lines customers nationwide. RLI’s products are offered through its insurance subsidiaries RLI Insurance Company, Mt. Hawley Insurance Company and Contractors Bonding and Insurance Company. All of RLI’s subsidiaries are rated A++ "Superior" by AM Best Company. RLI has paid and increased regular dividends for 51 consecutive years and delivered underwriting profits for 30 consecutive years. To learn more about RLI, visit www.rlicorp.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260701260435/en/ Contacts MEDIA CONTACT Aaron DiefenthalerChief Financial [email protected]

It has been about a month since the last earnings report for Skyward Specialty Insurance (SKWD). Shares have lost about 3.3% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Skyward due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Skyward Specialty Insurance Group, Inc. before we dive into how investors and analysts have reacted as of late. Skyward Specialty Q1 Earnings Beat on Apollo Lift, Premium Growth Skyward Specialty delivered a solid first quarter of 2026, with operating earnings per share of $1.25, increased 38.9% from a year ago and beat the Zacks Consensus Estimate of $1.05. Total revenues were $475.87 million, up 44.8% year over year, and came in 19.4% above the consensus mark. First quarter performance reflected stronger premiums, underlying underwriting results alongside the accretive impact of Apollo, while profitability held firm with a lower combined ratio. Gross written premiums totaled $667.7 million, up 9.9% versus the prior-year period. Growth was broad-based, led by an 8.7% increase in the Skyward Specialty segment and an 18.7% rise in the Apollo segment, supported by higher volume in syndicate 1969. Net earned premiums climbed to $434 million from $300.4 million a year ago, reflecting higher business volumes and the expanded footprint following the Apollo consolidation. Underwriting fee income of $10.1 million also contributed to the quarter’s top-line mix, tied to Apollo’s managing agency activities. Net investment income increased to $27.1 million from $19.4 million a year ago, driven by the addition of the Apollo portfolio, a higher yield environment, and a larger invested asset base. Within Skyward Group’s U.S. specialty operations, several underwriting divisions posted notable momentum. Accident & Health gross written premiums increased 45.7% year over year, Credit & Surety rose 42.5%, Global Agriculture advanced 27.0%, and Specialty Programs jumped 51.2%, helping offset declines in Energy Solutions and Global Property. The portfolio’s evolving composition also reflected a sharper emphasis on businesses positioned for steadier growth. Management highlighted continued diversification, including expansion in areas wit...

A month has gone by since the last earnings report for ProAssurance (PRA). Shares have lost about 0.7% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is ProAssurance due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for ProAssurance Corporation before we dive into how investors and analysts have reacted as of late. ProAssurance Q1 Earnings Meet Estimates on Declining Expenses ProAssurance reported a first-quarter 2026 adjusted operating income of 25 cents per share, which was in line with the Zacks Consensus Estimate. The bottom line rose from 13 cents a year ago. Operating revenues of $263.1 million dipped 2.5% year over year. However, the top line beat the consensus mark by 2.2%. The quarterly results benefited from rising investment income and a decline in expenses. However, the upside was partially offset due to lower premiums, especially in the Specialty P&C segment, the Workers' Compensation Insurance segment and the Segregated Portfolio Cell Reinsurance unit. Gross premiums written fell 5.5% year over year to $287 million. Net premiums earned of $223.5 million tumbled 5.4% year over year. Yet the reported figure topped the Zacks Consensus Estimate of $218.1 million. Net investment income advanced 8.2% year over year to $40 million in the quarter under review on the back of improved average book yields. The metric beat the consensus mark of $39.7 million. Total expenses came in at $253.4 million, which decreased 9% year over year. The year-over-year decrease was backed by lower net losses and loss adjustment expenses, and underwriting, policy acquisition and operating expenses. ProAssurance’s net income surged 245.3% year over year to $8.5 million. The combined ratio improved to 110.4% from 115.6% in the year-ago period. The segment recorded revenues of $173 million in the first quarter, which slipped 7.5% year over year. The metric beat the Zacks Consensus Estimate of $171.2 million. Net premiums earned decreased 6.1% year over year to $172.1 million but beat the consensus mark of $170.2 million. Total expenses came in at $182.1 million, which fell 9.3% year over year. The unit incurred a loss of $9.1 million, narrower than the prior-year...

A month has gone by since the last earnings report for CNA Financial (CNA). Shares have lost about 5.1% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is CNA Financial due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for CNA Financial Corporation before we dive into how investors and analysts have reacted as of late. CNA Financial Q1 Earnings Miss Estimates on Weak Underwriting IncomeCNA Financial reported first-quarter 2026 core earnings of 83 cents per share, which missed the Zacks Consensus Estimate by 44.3%. The bottom line decreased 19.4% year over year.The quarterly results of CNA reflected higher claims and expenses, a sharp deterioration in the combined ratio, which pressured underwriting income. These factors were partially offset by modest premium growth, improved investment income and decreased catastrophe losses.Behind Q1 HeadlinesTotal operating revenues of CNA Financial were $3.3 billion, up 2.2% year over year, driven by higher premiums and net investment income. The top line missed the Zacks Consensus Estimate by 0.3%.Net written premiums of Property & Casualty Operations increased 1% year over year to $2.7 billion. The new business grew 3% to $581 million.Net investment income rose 1% year over year to $610 million. The increase was supported by higher fixed income returns, partly offset by weaker performance in limited partnerships and equities. Our estimate for net investment income was $640 million. The Zacks Consensus Estimate was pegged at $640.5 million.Total claims, benefits and expenses increased 4% to $3.4 billion, primarily due to higher insurance claims and policyholders’ benefits, amortization of deferred acquisition costs, other operating expenses and interest expenses. Our estimate was $3.2 billion.Catastrophe losses were $88 million, narrower than the loss of $96 million in the year-ago quarter. Underlying underwriting income declined 28% year over year to $144 million. The combined ratio deteriorated 380 basis points (bps) year over year to 102.2. The Zacks Consensus Estimate was pegged at 92.5, while our estimate was 92.5.Q1 Segment ResultsSpecialty’s net written premiums decreased 1% year over year to $834 million. Our estimate was $875.5 mill...

A month has gone by since the last earnings report for RenaissanceRe (RNR). Shares have lost about 4.6% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is RenaissanceRe due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. RNR Q1 Earnings Beat on Lower Expenses & Strong Investment Results RenaissanceRe reported first-quarter 2026 operating income of $13.75 per share, which surpassed the Zacks Consensus Estimate by 24.2%. The bottom line improved from the year-ago quarter’s operating loss of $1.49. Total operating revenues declined 16.6% year over year to $2.6 billion. The top line missed the consensus mark by 10.6%. The quarterly earnings were aided by a decline in expenses and strong underwriting performance in both segments. Improved combined ratio and fee income also contributed to the upside. However, the upside was partly offset by lower net premiums earned across both segments. Gross premiums written of $3.5 billion tumbled 16.3% year over year and missed our estimate of $4 billion. Net premiums earned fell 19.7% year over year to $2.2 billion. The metric fell short of the Zacks Consensus Estimate and our estimate of $2.5 billion. Net investment income of $420.5 million advanced 3.7% year over year in the quarter under review on the back of increased average invested assets and reallocation of the portfolio. The metric missed the consensus mark of $446.6 million and our estimate of $446.2 million. Fee income of $94.1 million increased more than threefold year over year. Total expenses came in at $1.6 billion, which dropped 53.5% year over year and came lower than our estimate of $2.2 billion. The year-over-year decrease resulted from a decline in net claims and claim expenses incurred, acquisition costs and operational expenses. RenaissanceRe’s underwriting income increased to $588.8 million from the prior-year quarter’s loss of $770.6 million. The combined ratio of 73% improved from 128.3% a year ago. Book value per common share was $250.48 as of March 31, 2026, up 27.7% year over year. Annualized operating return on average common equity improved to 22.3% year over year from nega...

It has been about a month since the last earnings report for Cincinnati Financial (CINF). Shares have added about 1.3% in that time frame, underperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Cincinnati Financial due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers. Cincinnati Financial Q1 Earnings Beat Estimates on Higher PremiumsCincinnati Financial reported first-quarter 2026 operating income of $2.10 per share, which surpassed the Zacks Consensus Estimate by 8.8%. The bottom line improved significantly from a loss of 24 cents per share in the year-ago quarter.Total operating revenues for the quarter were $2.9 billion, reflecting a 12% year-over-year increase. The figure, however, missed the Zacks Consensus Estimate by 0.7%.Quarterly results benefited from strong premium growth, improved pricing, and higher net investment income, alongside a sharp reduction in losses and related expenses.Operational UpdateEarned premiums climbed 11% year over year to $2.6 billion, driven by premium growth initiatives, price increases and higher insured exposures. The figure marginally missed the Zacks Consensus Estimate by 0.7%.Net investment income, net of expenses, increased 14% year over year to $318 million, primarily due to a 12% rise in interest income from fixed-maturity securities and a 13% jump in equity portfolio dividends. The figure marginally beat the Zacks Consensus Estimate by 3.6%Total benefits and expenses declined 6% year over year to $2.4 billion, mainly due to a 12% decrease in loss and loss expense.In its property and casualty insurance business, CINF reported underwriting income of $115 million, which improved significantly from a loss of $298 million. The figure was below the Zacks Consensus Estimates of $129.7 million.The combined ratio, a key measure of underwriting profitability, improved 1770 basis points year over year to 95.6, outperforming the consensus estimate of 96.3.Quarterly Segment UpdateCommercial Lines Insurance: Total revenues of $1.2 billion increased 5% year over year, missing the Zacks Consensus Estimate by 1.2%. The upside was primarily driven by a 5% rise in earned premiums.Underwriting income was $18 million, down 81%...

A month has gone by since the last earnings report for RLI Corp. (RLI). Shares have lost about 3.5% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is RLI Corp. due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. RLI Q1 Earnings Miss Estimates, Investment Income Increases Y/YRLI Corp. reported first-quarter 2026 operating earnings of 83 cents per share, which missed the Zacks Consensus Estimate by 2.3%. The bottom line decreased 13.2% from the prior-year quarter. The quarterly results reflect underwriting strain from catastrophe losses, though investment income and casualty growth offer resilience. Operating revenues for the reported quarter were $454 million, up 4.4% year over year, driven by higher net premiums earned and net investment income. The top line beat the Zacks Consensus Estimate by 1%.Gross premiums written (GPW) increased 3% year over year to $503.9 million, driven by strong growth in the casualty segment (up 10%). Our estimate was $523.9 million.Net investment income increased 15.2% year over year to $42.3 million. The Zacks Consensus Estimate was $40.2 million, while our estimate for the metric was pegged at $38.3 million. The investment portfolio’s total return was -0.4% in the quarter.Total expenses increased 8% year over year to $385.7 million, primarily due to higher loss and settlement expenses and interest expense on debt. Our estimate was $349.4 million.Underwriting income fell 18% year over year to $57.8 million. Our estimate was $71.4 million. The combined ratio deteriorated 370 basis points (bps) year over year to 86, reflecting higher catastrophe losses. Our estimate was 82. Casualty lines’ GPW rose 10.3% year over year to $307.0 million. The figure was below our estimate of $300.9 million. The underwriting income increased significantly to $7.3 million from $2.1 million, up 249% year over year, supported by strong premium growth. The combined ratio improved 200 bps year over year to 97.1%. The figure was below our estimate of 99%.Property lines’ GPW fell 9.0% year over year to $154.8 million. The figure was below our estimate of $180.1 million. The underwri...

Let’s dig into the relative performance of RLI (NYSE:RLI) and its peers as we unravel the now-completed Q1 property & casualty insurance earnings season. Property & Casualty (P&C) insurers protect individuals and businesses against financial loss from damage to property or from legal liability. This is a cyclical industry, and the sector benefits when there is 'hard market', characterized by strong premium rate increases that outpace loss and cost inflation, resulting in robust underwriting margins. The opposite is true in a 'soft market'. Interest rates also matter, as they determine the yields earned on fixed-income portfolios. On the other hand, P&C insurers face a major secular headwind from the increasing frequency and severity of catastrophe losses due to climate change. Furthermore, the liability side of the business is pressured by 'social inflation'—the trend of rising litigation costs and larger jury awards. The 32 property & casualty insurance stocks we track reported a mixed Q1. As a group, revenues beat analysts’ consensus estimates by 1.9%. While some property & casualty insurance stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 1.2% since the latest earnings results. Founded in 1965 and named after its original focus on "replacement lens insurance" for contact lens wearers, RLI (NYSE:RLI) is a specialty insurance company that underwrites property, casualty, and surety products through wholesale brokers, independent agents, and carrier partnerships. RLI reported revenues of $453.2 million, up 4.3% year on year. This print exceeded analysts’ expectations by 1.5%. Despite the top-line beat, it was still a mixed quarter for the company with an impressive beat of analysts’ net premiums earned estimates but a significant miss of analysts’ book value per share estimates. The stock is down 12.7% since reporting and currently trades at $49.85. Read our full report on RLI here, it’s free. Founded in 1961 and maintaining a network of over 6,300 independent agents across the country, Mercury General (NYSE:MCY) is an insurance company that primarily sells automobile insurance policies through independent agents in 11 states, with a strong focus on California. Mercury General reported revenues of $1.54 billion, up 10.5% year on year, outperforming analysts’ expectations by 5.4%. The business h...

RLI (RLI) raised its quarterly cash dividend by $0.02 to $0.18 a share, declared a $2 special divide

CNA Financial Corporation CNA reported first-quarter 2026 core earnings of 83 cents per share, which missed the Zacks Consensus Estimate by 44.3%. The bottom line decreased 19.4% year over year. The quarterly results of CNA reflected higher claims and expenses, a sharp deterioration in the combined ratio, which pressured underwriting income. These factors were partially offset by modest premium growth, improved investment income and decreased catastrophe losses. Total operating revenues of CNA Financial were $3.3 billion, up 2.2% year over year, driven by higher premiums and net investment income. The top line missed the Zacks Consensus Estimate by 0.3%. CNA Financial Corporation price-consensus-eps-surprise-chart | CNA Financial Corporation Quote Net written premiums of Property & Casualty Operations increased 1% year over year to $2.7 billion. The new business grew 3% to $581 million. Net investment income rose 1% year over year to $610 million. The increase was supported by higher fixed income returns, partly offset by weaker performance in limited partnerships and equities. Our estimate for net investment income was $640 million. The Zacks Consensus Estimate was pegged at $640.5 million. Total claims, benefits and expenses increased 4% to $3.4 billion, primarily due to higher insurance claims and policyholders’ benefits, amortization of deferred acquisition costs, other operating expenses and interest expenses. Our estimate was $3.2 billion. Catastrophe losses were $88 million, narrower than the loss of $96 million in the year-ago quarter. Underlying underwriting income declined 28% year over year to $144 million. The combined ratio deteriorated 380 basis points (bps) year over year to 102.2. The Zacks Consensus Estimate was pegged at 92.5, while our estimate was 92.5. Specialty’s net written premiums decreased 1% year over year to $834 million. Our estimate was $875.5 million. The combined ratio deteriorated 760 bps to 102.7. The Zacks Consensus Estimate was pegged at 90.3. Commercial’s net written premiums decreased 1% year over year to $1.5 billion. Our estimate was $1.5 billion. The combined ratio deteriorated 240 bps to 103.5. The Zacks Consensus Estimate was pegged at 94.2. International’s net written premiums increased 16% year over year to $308 million. Our estimate was $254.4 million. The combined ratio deteriorated 50 bps to 95.9. The Zacks Con...