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KNSL, RLI, PLMR and SKWD are leveraging specialized underwriting, niche risks and disciplined strategies as specialty insurance demand expands.

Looking back on property & casualty insurance stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including RLI (NYSE:RLI) and its peers.

RLI's disciplined underwriting, rising investment income, and strong capital returns support profitability as P&C market pricing moderates.

Recent commentary on RLI (RLI) has focused on rising expenses relative to revenue, which has compressed pre-tax profit margins and left earnings growth trailing peers, prompting investors to reassess the stock’s risk-reward trade-off. At a share price of US$62.40, RLI has slipped over the past week in line with a 7 day share price return of down 2.97%. However, the 90 day share price return of 19.13% and 5 year total shareholder return of 50.65% point to a story where long term holders have...

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026, outperforming the Russell 2000 Value Index’s 22.99% gain and the S&P 600 Index’s 23.90% return. Small-cap earnings […]

This article first appeared on GuruFocus. RLI Corp (NYSE:RLI) recently announced a total dividend of $0.18 per share, with the ex-dividend date set for 2026-08-31. This includes a $0.18 per share cash dividend payable on 2026-09-15.

RLI's rising investment income is supported by higher reinvestment yields, portfolio growth and strong operating cash flow.

Check out the companies making headlines yesterday:

Shares of specialty insurance provider RLI (NYSE:RLI) fell 2.7% in the morning session after Jefferies downgraded the stock from Hold to Underperform and set a price target of $53.00, citing valuation concerns and limited margin for error.

RLI (RLI) has an average rating of hold and mean price target of $60.50, according to analysts polle

After a 48.1% return over the past five years, RLI's share price now screens as expensive, with both its Excess Returns intrinsic value estimate and earnings multiples pointing to the stock trading at a premium rather than at a discount. RLI has delivered a 48.1% return over five years. This sets a higher bar for future returns if current pricing already reflects much of the progress. The recent partnership between RLI Transportation and IntelliShift can support expectations for better risk...

RLI Corp (RLI) maintained its third-quarter regular cash dividend at US$0.18 per share. The payout is scheduled for September 15, 2026, to shareholders of record on August 31, 2026. See our latest analysis for RLI. RLI shares trade at US$65.38, with a 30-day share price return of 10.83% and a 90-day share price return of 24.39%. Together with a 5-year total shareholder return of 48.11%, this indicates firming momentum supported by recent earnings and the confirmed dividend. If this steady...

RLI Corp. recently declared a third-quarter regular cash dividend of US$0.18 per share, unchanged from the prior quarter, payable on September 15, 2026 to shareholders of record as of August 31, 2026, underscoring continued cash returns despite mixed underwriting performance in its casualty segment. This dividend decision, alongside strong second-quarter results and a US$250 million share repurchase authorization with US$238 million still available, highlights management’s emphasis on...

RLI Corp. (RLI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

RLI's strong underwriting, casualty growth and rising investment income support returns, but catastrophe risks and competition pose challenges.

RLI's decentralized underwriting model drives sustained profitability, with disciplined risk selection supporting strong margins and shareholder returns.

RLI Corp. (NYSE: RLI) today announced its Board of Directors has declared a third quarter regular cash dividend of $0.18 per share, unchanged from the prior quarter. The dividend is payable on September 15, 2026, to shareholders of record as of...

RLI (RLI) drew fresh interest on 22 July 2026 after reporting second quarter results that showed higher revenue, net income and diluted EPS compared with a year earlier. See our latest analysis for RLI. RLI’s recent earnings release and completed share buyback have coincided with firm price strength, with a 90 day share price return of 26.81% and a 1 year total shareholder return of 7.92%, suggesting momentum has picked up in recent months relative to its longer term record. If this earnings...

Detailed price information for Rli Corp (RLI-N) from The Globe and Mail including charting and trades.

Detailed price information for Rli Corp (RLI-N) from The Globe and Mail including charting and trades.

Detailed price information for Rli Corp (RLI-N) from The Globe and Mail including charting and trades.

Specialty insurance provider RLI (NYSE:RLI) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 5.1% year on year to $463.1 million. Its non-GAAP profit of $0.83 per share was 15.3% above analysts’ consensus estimates.

RLI's Q2 results benefit from premium growth, higher investment income and favorable reserve development, lifting earnings above estimates.

Shares of specialty insurance provider RLI (NYSE:RLI) jumped 2.8% in the afternoon session after the company reported strong second-quarter results, with revenue growing 30.6% year-on-year to $575.6 million, easily beating analysts' expectations. The massive top-line beat was supported by healthy underwriting activities, as net premiums earned grew 3.8% year-on-year to $417.1 million. RLI also showcased solid profitability, recording an adjusted earnings per share of $0.83, which comfortably sur

Moby summary of RLI Corp.'s Q2 2026 earnings call

RLI (NYSE:RLI) reported another quarter of profitable underwriting and higher investment income, with management emphasizing disciplined growth, capital returns and selectivity in increasingly competitive specialty insurance markets. President and Chief Executive Officer Craig Kliethermes said the

RLI Corp (RLI) reports robust net earnings growth and strategic capital returns, despite facing market competition and increased expense ratios.

The headline numbers for RLI Corp. (RLI) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

PEORIA, Ill., July 22, 2026--RLI reported second quarter 2026 net earnings of $168.0 million, or $1.82 per share, and operating earnings of $76.9 million, or $0.83 per share.

Specialty insurance provider RLI (NYSE:RLI) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 30.6% year on year to $575.6 million. Its non-GAAP profit of $0.83 per share was 15.3% above analysts’ consensus estimates.

Specialty insurance provider RLI (NYSE:RLI) will be announcing earnings results this Wednesday after the bell. Here’s what investors should know.

RLI Corp. (RLI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

RLI's disciplined capital strategy combines dividend growth, special dividends and buybacks while supporting long-term business growth.