Old Republic SVP Carolyn Monroe sells $184k of ORI common stock

Old Republic International SVP Carolyn Monroe disposed of 4,386 shares of the company's common stock worth $184,255 on September 1, 2026. At the time of the sale, each share traded at $42.01, close to its current price of $42.76. Monroe's ownership now stands at 27,875 shares directly, plus an additional 2,123 shares held indirectly via the company's 401(k) plan.

The Form 4 filing, signed by Victoria Pool, Monroe's Power of Attorney, was submitted on September 3, 2026. Old Republic offers a solid dividend yield of 8.93%, with a 56-year streak of consecutive dividend payments. The stock is currently undervalued according to InvestingPro analysis, which suggests it trades below its Fair Value.

In recent earnings, Old Republic fell short of Wall Street expectations, reporting adjusted earnings of $0.76 per share on revenue of $2.33 billion, below analyst estimates of $0.78 per share and $2.38 billion in revenue. The decline was primarily due to weakness in the specialty insurance segment, despite robust performance in title insurance and rising investment income.

Title insurance revenues climbed 11% and operating income more than doubled, while net investment income increased over 6% due to higher bond yields. Nonetheless, Old Republic's adjusted pre-tax operating income dropped 11.2% to $238 million, and net operating income shrank to $186 million. The company's combined ratio worsened to 95.3%, signaling heightened underwriting challenges. Management anticipates contributions from ECM to bolster earnings and book value later in 2026.