Research Analysts Offer Predictions for RLI Q1 Earnings

RLI Corp. (NYSE:RLI) – Zacks Research decreased their Q1 2026 EPS estimates for shares of RLI in a report issued on Wednesday, February 11th. Zacks Research analyst Team now expects that the insurance provider will post earnings of $0.81 per share for the quarter, down from their prior estimate of $0.85. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for RLI’s current full-year earnings is $3.08 per share. Zacks Research also issued estimates for RLI’s Q2 2026 earnings at $0.74 EPS, Q3 2026 earnings at $0.55 EPS, FY2026 earnings at $2.76 EPS, Q2 2027 earnings at $0.69 EPS, FY2027 earnings at $2.70 EPS and FY2028 earnings at $2.51 EPS.

Several other equities research analysts have also recently weighed in on RLI. Citizens Jmp reaffirmed a “market perform” rating on shares of RLI in a research note on Friday, January 23rd. Jefferies Financial Group upgraded shares of RLI from an “underperform” rating to a “hold” rating and set a $52.00 target price on the stock in a report on Friday, January 23rd. Truist Financial set a $58.00 target price on shares of RLI in a research report on Friday, January 23rd. Wells Fargo & Company set a $59.00 price target on shares of RLI and gave the stock an “equal weight” rating in a research note on Friday, January 23rd. Finally, Keefe, Bruyette & Woods dropped their price objective on shares of RLI from $85.00 to $81.00 and set an “outperform” rating on the stock in a research note on Tuesday, January 6th. One investment analyst has rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $65.20.

RLI Stock Down 1.0%

Shares of NYSE:RLI opened at $62.40 on Thursday. The firm has a market capitalization of $5.73 billion, a P/E ratio of 14.31 and a beta of 0.53. The company has a debt-to-equity ratio of 0.05, a quick ratio of 0.35 and a current ratio of 0.32. The stock has a 50 day moving average price of $61.71 and a 200-day moving average price of $63.47. RLI has a 52-week low of $55.80 and a 52-week high of $81.79.

RLI (NYSE:RLI) last issued its quarterly earnings data on Wednesday, January 21st. The insurance provider reported $0.94 EPS for the quarter, topping the consensus estimate of $0.76 by $0.18. The business had revenue of $465.69 million during the quarter, compared to analyst estimates of $447.53 million. RLI had a net margin of 21.43% and a return on equity of 18.67%. During the same period last year, the business posted $0.41 earnings per share.

Hedge Funds Weigh In On RLI

Hedge funds have recently bought and sold shares of the business. Wasatch Advisors LP boosted its holdings in shares of RLI by 65.3% during the 4th quarter. Wasatch Advisors LP now owns 1,938,186 shares of the insurance provider’s stock valued at $124,005,000 after acquiring an additional 765,344 shares during the last quarter. Federation des caisses Desjardins du Quebec lifted its position in RLI by 5.2% during the fourth quarter. Federation des caisses Desjardins du Quebec now owns 24,012 shares of the insurance provider’s stock valued at $1,536,000 after purchasing an additional 1,192 shares during the period. Brooklyn Investment Group lifted its position in RLI by 198.6% during the fourth quarter. Brooklyn Investment Group now owns 11,945 shares of the insurance provider’s stock valued at $775,000 after purchasing an additional 7,945 shares during the period. Callan Family Office LLC boosted its holdings in RLI by 0.9% in the fourth quarter. Callan Family Office LLC now owns 60,168 shares of the insurance provider’s stock worth $3,850,000 after purchasing an additional 529 shares during the last quarter. Finally, Commonwealth Equity Services LLC grew its position in RLI by 1.8% in the 4th quarter. Commonwealth Equity Services LLC now owns 70,519 shares of the insurance provider’s stock worth $4,512,000 after purchasing an additional 1,236 shares during the period. Hedge funds and other institutional investors own 77.89% of the company’s stock.

Insider Buying and Selling at RLI

In other RLI news, COO Jennifer L. Klobnak purchased 2,000 shares of the stock in a transaction dated Friday, January 23rd. The shares were purchased at an average cost of $57.99 per share, with a total value of $115,980.00. Following the completion of the acquisition, the chief operating officer directly owned 100,318 shares in the company, valued at $5,817,440.82. This trade represents a 2.03% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Craig W. Kliethermes acquired 5,000 shares of the company’s stock in a transaction that occurred on Friday, January 23rd. The shares were acquired at an average cost of $57.45 per share, for a total transaction of $287,250.00. Following the completion of the transaction, the chief executive officer directly owned 143,990 shares of the company’s stock, valued at $8,272,225.50. The trade was a 3.60% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 2.16% of the company’s stock.

About RLI

RLI Corporation (NYSE:RLI) is a specialty property and casualty insurance company focused on underwriting niche risks for businesses and individuals. Headquartered in Peoria, Illinois, the company operates through a network of independent agents and brokers, offering customized coverage solutions. RLI’s approach emphasizes disciplined underwriting, targeted product development and strong customer service to maintain profitability and long-term growth.

Founded in 1965 as Replacement Lens, Inc, RLI initially provided insurance for contact lens manufacturers before shifting its focus to specialty insurance in the 1980s.