RLI Gestione
Criteri Gestione verificati 4/4
RLI Il CEO è Craig Kliethermes, nominato in Jan2016, e ha un mandato di 10.42 anni. la retribuzione annua totale è $ 7.69M, composta da 8.8% di stipendio e 91.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.18% delle azioni della società, per un valore di $ 8.47M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 6.9 anni e 8.5 anni.
Informazioni chiave
Craig Kliethermes
Amministratore delegato
US$7.7m
Compenso totale
| Percentuale dello stipendio del CEO | 8.81% |
| Mandato del CEO | 10.4yrs |
| Proprietà del CEO | 0.2% |
| Durata media del management | 6.9yrs |
| Durata media del Consiglio di amministrazione | 8.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • May 21
RLI: Trimmed Outlook And Payout Actions Will Shape Future Share Performance
Analysts have trimmed their price target on RLI by $1, reflecting updated views on its fair value, discount rate, growth outlook, profitability, and expected P/E, as noted in the recent $3 price target reduction cited by Keefe Bruyette research. Analyst Commentary Bearish analysts trimming their price target on RLI by $3 are signaling a more cautious stance on the stock, with a focus on how current fundamentals stack up against prior expectations.Seeking Alpha • May 21
RLI Corp.: A High-Quality Insurer Still Worth Buying
Summary RLI Corp., a dividend aristocrat, has experienced an -18% YTD stock decline, raising questions about its valuation premium. RLI maintains more than 50 years of gradual dividend increases, supplemented by regular special dividends, supporting a strong shareholder return profile. Underwriting performance remains strong, with a combined ratio below 90%, reflecting resilience in niche P&C markets. Despite a premium valuation relative to peers, recent stock performance suggests investor expectations have normalized. Read the full article on Seeking Alpha
Aggiornamento della narrazione • May 01
RLI: Refined Fair Value Assumptions Will Support Continued Bullish Outlook
Analysts have trimmed their price target on RLI by $3 to $67, citing updated views on fair value, revenue growth assumptions, profit margin expectations and future P/E levels. Analyst Commentary Even with the trimmed price target to US$67, bullish analysts still see room for RLI to execute on its business plan and support the current valuation framework.
Aggiornamento della narrazione • Apr 17
RLI: Future Outlook Will Reflect Mixed Rating Changes And Margin Caution
RLI's updated analyst price target edges lower to $58.00, with analysts pointing to more cautious assumptions around revenue growth and profit margins, as well as a slightly higher future P/E to support the revision. Analyst Commentary Recent Street research on RLI clusters around lower price targets, with one upgrade contrasting with several reductions.Aggiornamento della narrazione • Apr 03
RLI: Future Execution And Higher Margins Will Support Upgraded Bullish Outlook
The updated analyst price target for RLI has been revised to $70 from $85, with analysts citing changes in assumptions for revenue growth, profit margins, discount rate and future P/E as the main drivers of this adjustment. Analyst Commentary Street research on RLI in recent weeks has centered on recalibrating price targets while reassessing how revenue growth, margins, discount rates and future P/E assumptions feed into valuation.Aggiornamento della narrazione • Mar 20
RLI: Lower Future P E Assumptions Will Pressure Share Performance
Analyst price targets for RLI have been reduced by up to $11, as analysts factor in updated expectations around revenue growth, profit margins, and a lower assumed future P/E multiple. Analyst Commentary Recent Street research around RLI points to a more cautious tone, with several price target cuts clustered over a short period.Aggiornamento della narrazione • Mar 06
RLI: Future Outlook Will Balance Trimmed Expectations With Upgrade Driven Optimism
RLI's analyst price targets have been trimmed by up to $11 as analysts recalibrate their views, citing updated expectations for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research updates around RLI reflect both optimism and caution, with several firms adjusting price targets and one upgrade pointing to a more constructive stance on the shares.Aggiornamento della narrazione • Feb 20
RLI: Lowered Revenue Outlook And Reduced P/E Multiple Will Pressure Shares
RLI's updated analyst price target has shifted from $59.00 to $52.00, as analysts factor in more cautious revenue growth assumptions alongside a slightly higher discount rate, partly offset by expectations for stronger profit margins and a lower future P/E multiple. Analyst Commentary Recent Street research on RLI points to a more cautious tone from several bearish analysts, who are revisiting their assumptions on growth, profitability, and what investors may be willing to pay for the stock over time.Aggiornamento della narrazione • Feb 06
RLI: Future Outlook Will Balance Neutral Views With Dividend And CFO Transition
Analysts trimmed their fair value estimate for RLI from $64.25 to $59.75, reflecting lower price targets and slightly softer assumptions on growth, margins and future P/E multiples across recent Street research updates. Analyst Commentary Recent Street research on RLI has been active, with several price target revisions and one rating upgrade shaping how analysts are thinking about execution, growth, and valuation.Aggiornamento della narrazione • Jan 22
RLI: Future Outlook Will Weigh Neutral Ratings Against Dividend And Leadership Changes
Analysts have trimmed their price expectations for RLI, with the average target easing by about US$1. This reflects updated views on fair value, revenue trends, profitability and the appropriate P/E multiple after recent research coverage and target revisions.Aggiornamento della narrazione • Jan 08
RLI: Future Outlook Will Balance Reset Expectations With Dividend Support
Analysts have trimmed their fair value estimate for RLI to $65.25 from $66.25, reflecting a lower Street price target of $81 from $85 and updated expectations for revenue trends, profit margins, and future P/E levels. Analyst Commentary Recent research updates on RLI reflect a more cautious stance on upside potential, with the Street price target trimmed to $81 from $85, while still signaling confidence in the company’s execution and business model.Aggiornamento della narrazione • Dec 15
RLI Outlook Will Benefit From Maintained Outperform Rating And Disciplined Underwriting
Analysts have trimmed their price target on RLI to $85 from $87, reflecting slightly lower expectations for revenue growth and margins, even as they maintain a favorable long term earnings multiple outlook. Analyst Commentary Bullish analysts note that the modest reduction in the price target to $85 still implies meaningful upside from current trading levels, underscoring confidence in RLI's long term earnings power and disciplined underwriting strategy.Aggiornamento della narrazione • Nov 30
RLI: Future Outlook Will Balance Resilient Execution With Market Headwinds
Analysts have revised their price target for RLI Corp. downward by $2 to $85, citing updated outlooks on future profitability and market conditions.Aggiornamento della narrazione • Nov 16
RLI: Modest Price Outlook Will Reflect Cautious Expectations Amid Industry Headwinds
Analysts have revised their price target for RLI Corp. downward by $2 to $85, citing modest adjustments to the discount rate and future performance expectations.Aggiornamento della narrazione • Nov 02
RLI: Future Performance Will Be Supported By Strong Operational Execution
Narrative Update on RLI Analysts have lowered their price target for RLI by $2 to $85, citing a more cautious outlook on revenue growth and profit margins. They continue to maintain an overall positive view on the company's prospects.Aggiornamento della narrazione • Oct 18
Softening Insurance Markets And Rising Catastrophe Risks Will Erode Margins
The analyst price target for RLI has been lowered by $2 to $85. This change reflects slightly reduced estimates for fair value and growth based on analysts' updated outlooks.Aggiornamento della narrazione • Oct 04
Softening Insurance Markets And Rising Catastrophe Risks Will Erode Margins
Analysts have lowered their price target for RLI from $74.33 to $71.25. This adjustment reflects more cautious expectations for revenue growth and profit margin improvement.Articolo di analisi • Jul 16
Subdued Growth No Barrier To RLI Corp.'s (NYSE:RLI) Price
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Seeking Alpha • Feb 02
RLI Corp.: Competition Mounting In E&S
Summary RLI delivered an alright quarter, but there has been some mounting competition in major areas like hurricanes and earthquakes. There is also a major move they've taken to drive up rates for automotive insurance due to higher repair costs and severity of events. End markets have absorbed this well so far, and at least the frequency of events has not been up. Surety is also seeing continued growth in construction costs, which drives worry and demand. The shorter-lived book mitigates potential risks from wage inflation if deportations get more serious. We note that challengers in E&S are lower valued than RLI, at least on a P/B basis. We are worried about mounting competition, and the ease of growth for challengers. Read the full article on Seeking AlphaArticolo di analisi • Jan 19
Here's Why RLI (NYSE:RLI) Has Caught The Eye Of Investors
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Articolo di analisi • Dec 26
RLI Corp. (NYSE:RLI) Investors Are Less Pessimistic Than Expected
It's not a stretch to say that RLI Corp.'s ( NYSE:RLI ) price-to-earnings (or "P/E") ratio of 18.2x right now seems...Seeking Alpha • Oct 25
RLI Corp.: A Resilient Dividend Champion Navigating 2024 With Strong Underwriting And Growth Potential
Summary RLI Corp. is a "Dividend Insurance Champion," with 49 consecutive years of dividend increases and a strong total return, outperforming the S&P 500 over 20 years. The company’s disciplined approach prioritizes underwriting margins, resulting in consistent dividend growth and solid performance in the U.S. property and casualty market. Despite some margin compression in casualty and surety segments, RLI's diverse portfolio and rate increases ensure solid underwriting results for 2024. RLI's current valuation appears high with a P/B ratio of 4.3, suggesting a limited margin for safety for new investors, but existing shareholders benefit from reliable dividends. Read the full article on Seeking AlphaArticolo di analisi • Sep 07
Getting In Cheap On RLI Corp. (NYSE:RLI) Is Unlikely
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Nuova narrazione • Aug 28
Rising Claims And Competitive Rates Threaten Profit Margins In Insurance Sector
Legal challenges and competition from MGAs could impact RLI's earnings in its Casualty and Property segments through higher claims costs and pressure on pricing.Seeking Alpha • Aug 20
A 'RLI'able Dividend Champion
Summary RLI Corp. is a Dividend Insurance Champion with a yield of less than 1%. The company has consistently increased dividends for 49 years and has outperformed the S&P 500 over the last two decades. RLI maintains underwriting margin over premium growth, with a strong position in the U.S. property and casualty market. Although RLI offers steady underwriting results, with a combined ratio below 100% and consistent dividend increases for 49 years, this dividend champion is fairly valued. Read the full article on Seeking AlphaSeeking Alpha • Jun 06
RLI Corp.: Results In Spite Of Expected Competition
Summary RLI continues with great performance, contrary to mounting commentary in last call about competition in its markets. While some moneymakers seem to be under the beginning of an attack, RLI appears to be able to find new areas where they can acquire business with good margin. With the bulk of renewals coming in the next quarters as well, we expect the investment results to start receiving some more juice. A quality pick, but we don't want to be on track record, which is required with its current valuation. Read the full article on Seeking AlphaArticolo di analisi • May 22
RLI Corp. (NYSE:RLI) Investors Are Less Pessimistic Than Expected
RLI Corp.'s ( NYSE:RLI ) price-to-earnings (or "P/E") ratio of 20.2x might make it look like a sell right now compared...Articolo di analisi • Apr 26
Results: RLI Corp. Beat Earnings Expectations And Analysts Now Have New Forecasts
RLI Corp. ( NYSE:RLI ) defied analyst predictions to release its quarterly results, which were ahead of market...Seeking Alpha • Mar 11
RLI Corp.: Mounting Competition In Property, But No Alarms
Summary RLI Corp. delivered a strong quarter despite having to be selective with underwriting in the casualty business and tougher loss ratios. The company remains cautious in pushing into the property space due to higher rents and less discipline by competitors, but rate increases remain excellent, driving growth there. Underlying investment income is supported by the higher rate environment. Also, discretionary tech investments are part of the headwinds, only for now. There is still space for corporate cost improvement later on, and the conditions remain good in property. No alarms to raise, but the premium on RLI is high and things aren't trending that well. Read the full article on Seeking AlphaArticolo di analisi • Feb 15
Getting In Cheap On RLI Corp. (NYSE:RLI) Is Unlikely
RLI Corp.'s ( NYSE:RLI ) price-to-earnings (or "P/E") ratio of 21.3x might make it look like a sell right now compared...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$395m |
| Dec 31 2025 | US$8m | US$678k | US$403m |
| Sep 30 2025 | n/a | n/a | US$353m |
| Jun 30 2025 | n/a | n/a | US$323m |
| Mar 31 2025 | n/a | n/a | US$281m |
| Dec 31 2024 | US$7m | US$672k | US$346m |
| Sep 30 2024 | n/a | n/a | US$420m |
| Jun 30 2024 | n/a | n/a | US$338m |
| Mar 31 2024 | n/a | n/a | US$334m |
| Dec 31 2023 | US$5m | US$650k | US$305m |
| Sep 30 2023 | n/a | n/a | US$288m |
| Jun 30 2023 | n/a | n/a | US$714m |
| Mar 31 2023 | n/a | n/a | US$634m |
| Dec 31 2022 | US$5m | US$649k | US$583m |
| Sep 30 2022 | n/a | n/a | US$581m |
| Jun 30 2022 | n/a | n/a | US$170m |
| Mar 31 2022 | n/a | n/a | US$254m |
| Dec 31 2021 | US$5m | US$538k | US$279m |
| Sep 30 2021 | n/a | n/a | US$268m |
| Jun 30 2021 | n/a | n/a | US$281m |
| Mar 31 2021 | n/a | n/a | US$291m |
| Dec 31 2020 | US$3m | US$525k | US$157m |
| Sep 30 2020 | n/a | n/a | US$127m |
| Jun 30 2020 | n/a | n/a | US$117m |
| Mar 31 2020 | n/a | n/a | US$65m |
| Dec 31 2019 | US$3m | US$516k | US$192m |
Compensazione vs Mercato: La retribuzione totale di Craig ($USD 7.69M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 6.94M ).
Compensazione vs guadagni: La retribuzione di Craig è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Craig Kliethermes (61 yo)
10.4yrs
Mandato
US$7,691,732
Compensazione
Mr. Craig William Kliethermes, FCAS, MAAA, CPCU, serves as Chief Executive Officer at RLI Corp since January 01, 2022. He has been President at RLI Corp. since 2016 and served as its Chief Operating Office...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 10.4yrs | US$7.69m | 0.18% $ 8.5m | |
| Chief Financial Officer | less than a year | US$1.24m | 0.089% $ 4.1m | |
| Chief Operating Officer | 4.4yrs | US$5.16m | 0.16% $ 7.5m | |
| Chief Legal Officer | 9.7yrs | US$1.11m | 0.18% $ 8.5m | |
| Advisor | less than a year | US$3.80m | 0.15% $ 6.8m | |
| Vice President of Accounting & Branch Operations | 7.4yrs | Nessun dato | Nessun dato | |
| Vice President of Marketing & Communications | 7.4yrs | Nessun dato | Nessun dato | |
| Vice President of Human Resources | 9.6yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Underwriting | 3.4yrs | Nessun dato | Nessun dato | |
| Chief Claim Officer | less than a year | Nessun dato | Nessun dato | |
| VP & Controller | 6.9yrs | Nessun dato | 0.034% $ 1.6m | |
| President of RLI Marine | no data | Nessun dato | Nessun dato |
6.9yrs
Durata media
56.5yo
Età media
Gestione esperta: Il team dirigenziale di RLI è esperto e expertise (durata media dell'incarico 6.9 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 5.4yrs | US$7.69m | 0.18% $ 8.5m | |
| Independent Director | 13.8yrs | US$225.00k | 0.47% $ 21.8m | |
| Independent Director | 9.9yrs | US$225.00k | 0.029% $ 1.3m | |
| Independent Director | 7.8yrs | US$240.00k | 0.0042% $ 193.0k | |
| Independent Director | 21.6yrs | US$230.00k | 0.014% $ 647.1k | |
| Independent Director | 3.6yrs | US$230.00k | 0% $ 0 | |
| Independent Chairman of the Board | 9.1yrs | US$344.97k | 0.011% $ 492.5k | |
| Independent Director | 12.5yrs | US$250.00k | 0.028% $ 1.3m | |
| Independent Director | 7.8yrs | US$225.00k | 0% $ 0 | |
| Independent Director | 2.4yrs | US$225.00k | 0.0049% $ 226.8k |
8.5yrs
Durata media
65yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di RLI sono considerati esperti (durata media dell'incarico 8.5 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/05 05:17 |
| Prezzo dell'azione a fine giornata | 2026/06/05 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
RLI Corp. è coperta da 17 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Cullen Johnson | B. Riley Securities, Inc. |
| Matthew Carletti | Citizens JMP Securities, LLC |
| Andrew Andersen | Jefferies LLC |