RLI Corp. RLI

Zacks Investment Research 13 nov

Skyward Specialty Insurance Group (SKWD) reported Q3 gross written premiums growth of 10.2%, but net written premiums declined 8.4% due to higher reinsurance cessions and softer dairy/livestock demand. Despite lower retained premiums, the company maintained strong profitability with an 88.3% combined ratio and 32.2% year-over-year growth in net operating income. The stock has gained 22.6% YTD and trades at a discount valuation with projected earnings growth of 23.3% in 2026.

Zacks Investment Research 10 nov

W.R. Berkley Corporation (WRB) has gained 14.3% over the past year, underperforming the industry's 16.6% growth. Despite trading at a discount valuation (P/B of 2.93X vs. industry average of 18.59X), the company demonstrates strong fundamentals including disciplined underwriting, 10.6% growth in insurance segment pretax income, 9.2% rise in net investment income, and AI-driven underwriting efficiency improvements exceeding 20%. With a Zacks Rank #3 (Hold) rating, analysts remain cautious due to intense competition and international exposure risks, though the company maintains solid capital returns and a 19.7% ROE.

Zacks Investment Research 2 nov

Selective Insurance Group's Q3 2026 results show improved underwriting profitability with a combined ratio of 96.8% and 16% growth in investment income, supporting a 33.6% year-over-year share gain. However, the company faces headwinds from a 7% decline in net premiums written, rising expenses, and catastrophe losses. While analysts remain optimistic with recent upward estimate revisions, the stock carries a Hold rating due to weak premium growth and valuation concerns.

Zacks Investment Research 23 oct

RLI Corp. received an upgrade to Zacks Rank #2 (Buy) based on upward revisions in earnings estimates. The specialty insurance company has seen its Zacks Consensus Estimate increase 9.2% over the past three months. The upgrade positions RLI in the top 20% of Zacks-covered stocks, suggesting potential near-term stock price appreciation driven by improving business fundamentals and institutional buying pressure.

Zacks Investment Research 19 oct

RLI Corp. reported Q3 2026 revenue of $471.61 million (+5% YoY), beating consensus estimates by 1.07%. EPS of $0.86 significantly exceeded the $0.58 estimate (+48.28% surprise). Key metrics showed mixed results: net premiums earned of $424.91 million beat estimates, net investment income grew 13.1% YoY, but underwriting income fell short of analyst expectations. The stock has a Zacks Rank #3 (Hold) rating.