Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

RLI CORP
Next earnings Jul 20, 2026 (after close) · consensus $0.71 EPS, $468M rev
Last earnings -2.2% on 2026-04-22
Best-in-class specialty insurer: 22.7% ROE, consistent underwriting profit, growing dividend and a reasonable 12x.
Sources: SEC EDGAR (CIK 0000084246, latest 10-Q filed 2026-04-24) · EODHD · analysis by claude-code · as of 6/21/2026, 9:00:43 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Quality fundamentals and an attractive price line up (~141% below fair value) — the rarer case where both the business and the entry look good.
RLI is one of the most consistently profitable specialty property-casualty insurers in the market, with a long record of disciplined underwriting that produces best-in-class returns. FY2025 was excellent: revenue grew 6.3% to $1.88B, net income rose 16.6% to $403M, and diluted EPS climbed 16.8% to $4.37. Net margin of 21.4% and ROE of 22.7% are top-tier for the industry and reflect RLI's hallmark — underwriting for profit rather than chasing premium volume across its specialty, casualty and surety lines. Equity grew 16.8% to $1.78B and retained earnings 9.4% to $1.88B, showing strong book-value compounding.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.18B | $1.70B | $1.51B | $1.77B | $1.88B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $279M | $583M | $305M | $346M | $403M |
| Diluted EPS | $6.11 | $6.37 | $3.31 | $3.74 | $4.37 |
| Net margin | 23.7% | 34.4% | 20.1% | 19.5% | 21.4% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Last 90 days: 6 open-market buys · 0 sales
| 2026-06-01 | KELLOGG CLARK C Director | Buy | 3.00K @ $50.90 | $153K |
| 2026-05-28 | Duclos David B. Director | Buy | 2.50K @ $51.99 | $130K |
| 2026-05-27 | Kliethermes Craig W CHIEF EXECUTIVE OFFICER | Buy | 2.00K @ $52.00 | $104K |
| 2026-05-27 | Klobnak Jennifer L CHIEF OPERATING OFFICER | Buy | 2.00K @ $52.72 | $105K |
| 2026-05-21 | Kliethermes Craig W CHIEF EXECUTIVE OFFICER | Buy | 5.00K @ $52.00 | $260K |
| 2026-05-19 | Klobnak Jennifer L CHIEF OPERATING OFFICER | Buy | 2.00K @ $53.42 | $107K |
1482 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.