RLI Corp.

NYSE:RLI 주식 리포트

시가총액: US$4.8b

RLI 향후 성장

Future 기준 점검 0/6

RLI 의 수익은 연간 12.9% 감소할 것으로 예상되는 반면, 연간 수익은 0.7% 로 증가할 것으로 예상됩니다. EPS는 연간 13.9% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.1% 로 예상됩니다.

핵심 정보

-12.9%

이익 성장률

-13.88%

EPS 성장률

Insurance 이익 성장1.9%
매출 성장률0.7%
향후 자기자본이익률14.06%
애널리스트 커버리지

Good

마지막 업데이트14 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
Seeking Alpha • Jan 27

Underwriting First, Dividends Second: Why RLI's Discipline Finally Earned A Buy Rating

Summary RLI Corp. delivered an outstanding FY2025, with a combined ratio of 83.6% and $403 million in net income, confirming its best-in-class underwriting model. Underwriting discipline remains the core of the thesis, with RLI prioritizing margin over growth across niche property and surety lines. Dividend growth remains well supported with a 10% increase in 2025, a $2 special dividend, and a payout ratio below 20%. I upgrade RLI to a cautious 'BUY' as underwriting consistency, balance sheet strength, and a pullback to 2.8x book offer a more attractive entry point despite a premium valuation. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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 Alpha
분석 기사 • 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...
분석 기사 • 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 Alpha
분석 기사 • 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...
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새로운 내러티브 • 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 Alpha
Seeking 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 Alpha
분석 기사 • 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...
분석 기사 • 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 Alpha
분석 기사 • 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...

이익 및 매출 성장 예측

NYSE:RLI - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20281,9252815595342
12/31/20271,8732695275194
12/31/20261,7902424264064
3/31/20261,899395548554N/A
12/31/20251,882403609614N/A
9/30/20251,856353581586N/A
6/30/20251,817323622626N/A
3/31/20251,733281588593N/A
12/31/20241,770346556560N/A
9/30/20241,765420550554N/A
6/30/20241,626338426433N/A
3/31/20241,592334460466N/A
12/31/20231,512305458464N/A
9/30/20231,439288303310N/A
6/30/20231,967714318323N/A
3/31/20231,798634275281N/A
12/31/20221,698583245250N/A
9/30/20221,661581380387N/A
6/30/20221,072170383391N/A
3/31/20221,157254354364N/A
12/31/20211,179279377385N/A
9/30/20211,160268375380N/A
6/30/20211,153281338344N/A
3/31/20211,153291325329N/A
12/31/2020984157257263N/A
9/30/2020944127246253N/A
6/30/2020918117248255N/A
3/31/202085865233240N/A
12/31/20191,004192N/A277N/A
9/30/2019911118N/A240N/A
6/30/2019915125N/A222N/A
3/31/2019896117N/A232N/A
12/31/201881864N/A217N/A
9/30/2018854142N/A215N/A
6/30/2018809104N/A223N/A
3/31/201878697N/A202N/A
12/31/2017797105N/A198N/A
9/30/201780280N/A197N/A
6/30/2017812100N/A179N/A
3/31/2017812103N/A164N/A
12/31/2016816115N/A174N/A
9/30/2016811117N/A154N/A
6/30/2016806130N/A151N/A
3/31/2016801138N/A150N/A
12/31/2015795138N/A153N/A
9/30/2015791141N/A159N/A
6/30/2015787139N/A156N/A

애널리스트 향후 성장 전망

수입 대 저축률: RLI 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -12.9%).

수익 vs 시장: RLI 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -12.9%).

고성장 수익: RLI 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: RLI 의 수익(연간 0.7%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: RLI 의 수익(연간 0.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: RLI의 자본 수익률은 3년 후 14.1%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 19:05
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
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주요 개발10년
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산업 및 섹터 지표

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분석가 소스

RLI Corp.는 17명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Cullen JohnsonB. Riley Securities, Inc.
Matthew CarlettiCitizens JMP Securities, LLC
Andrew AndersenJefferies LLC