Update shared on24 Sep 2025
Fair value Increased 4.55%Analysts have raised their price target for Old Republic International to $46.00, citing anticipated interest rate cuts benefiting the title insurance segment, ongoing specialty insurance expansion, and higher sector multiples, reflecting improved industry and company fundamentals.
Analyst Commentary
- Bullish analysts highlight an improving outlook for the company's title insurance segment, attributed to anticipated interest rate cuts.
- Expected success in the specialty insurance segment's ongoing expansion is cited as a key growth driver.
- Analysts note a shift toward more proactive capital management strategies by the company.
- Increased peer group valuation multiples are leading to higher applied valuation multiples for Old Republic.
- Upward price target revisions reflect a combination of industry tailwinds and enhanced company-specific fundamentals.
What's in the News
- The Board of Directors authorized a new buyback plan.
- Old Republic International announces a share repurchase program of up to $750 million.
- The company completed the repurchase of 27,758,823 shares (10.46%) for $886.41 million under the previous buyback program, with no shares repurchased from April 1 to June 30, 2025.
- Alan Pavlic appointed CEO of Old Republic Surety Company.
Valuation Changes
Summary of Valuation Changes for Old Republic International
- The Consensus Analyst Price Target has risen slightly from $44.00 to $46.00.
- The Future P/E for Old Republic International has risen slightly from 13.68x to 14.30x.
- The Net Profit Margin for Old Republic International remained effectively unchanged, at 8.45%.
Disclaimer
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