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NYSE: RLI RLI CORP 8-K

RLI reports Q2 earnings of $1.82/share, authorizes $250M buyback, pays $2 special dividend

Filed July 22, 2026 · Period ending July 22, 2026 · ~1 min read

5 key changes 3 high relevance 2 sections

Key Changes

  • high

    Board authorized $250M share repurchase program on May 14, 2026; company bought back 235k shares for $12M in Q2 at avg $51.25/share, leaving $238M capacity

    Exhibit 99.1 view on EDGAR →
  • high

    Paid $2.00/share special dividend on June 12, 2026, returning $184M to shareholders; also raised regular quarterly dividend 12.5% to $0.18/share

    Exhibit 99.1 view on EDGAR →
  • high

    Q2 2026 net earnings $168.0M ($1.82/share), up 35% from $124.3M ($1.34/share) in Q2 2025; operating earnings essentially flat at $76.9M ($0.83/share) vs $76.2M ($0.82/share)

    Exhibit 99.1 view on EDGAR →
  • medium

    Recognized $35.1M favorable development in prior years' loss reserves vs $24.4M in Q2 2025, boosting underwriting income; breakdown: $13.7M casualty, $9.0M property, $3.4M surety

    Exhibit 99.1 view on EDGAR →
  • medium

    Book value per share reached $19.09, up 11% from year-end 2025 (inclusive of dividends and share repurchases)

    Exhibit 99.1 view on EDGAR →

Summary

RLI Corp. reported second quarter 2026 results showing net earnings of $168.0 million or $1.82 per share, a 35% increase from $124.3 million or $1.34 per share in the prior-year quarter. Operating earnings were essentially flat at $76.9 million ($0.83/share) versus $76.2 million ($0.82/share).

The company achieved underwriting income of $59.9 million on an 85.6 combined ratio, with net investment income up 17% to $46.0 million. Results included $35.1 million of favorable development in prior years' loss reserves, up from $24.4 million in Q2 2025.

RLI announced significant capital return activity: the Board authorized a new $250 million share repurchase program on May 14, 2026, and the company bought back 235k shares for $12 million during the quarter at an average price of $51.25 per share. On June 12, RLI paid a $2.00 per share special dividend returning $184 million to shareholders, alongside a regular quarterly dividend of $0.18 per share (up 12.5% from the prior quarter). Book value per share reached $19.09, an 11% increase from year-end 2025 inclusive of dividends and buybacks. Over the past five years, RLI has returned more than $1.3 billion to shareholders through dividends and repurchases while maintaining 51 consecutive years of regular dividend increases.

Section-by-Section Diff

Event · Item 2.02 — Results of Operations and Financial Condition

~52 words

RLI Corp. announced Q2 2026 results of operations via press release.

1 Added
Added Q2 2026 results announcement medium

Added in current filing · verify on EDGAR →

On July 22, 2026, RLI Corp. announced its results of operations for the second quarter of 2026.

RLI Corp. disclosed its second quarter 2026 operating results. The 8-K references a press release (Exhibit 99.1) containing the detailed financial results, but the body of the filing does not provide specific figures for revenue, earnings, underwriting results, investment income, or other metrics.

Event · Exhibit 99.1

RLI reported Q2 2026 net earnings of $1.82/share, authorized a $250M buyback, repurchased $12M of stock, and paid a $2.00 special dividend.

2 Added
Added Q2 2026 earnings high

Added in current filing · view on EDGAR →

RLI Corp. reported second quarter 2026 net earnings of $168.0 million ($1.82 per share), compared to $124.3 million ($1.34 per share) for the second quarter of 2025. Operating earnings(1) for the second quarter of 2026 were $76.9 million ($0.83 per share), compared to $76.2 million ($0.82 per share) for the same period in 2025.

RLI reported Q2 2026 net earnings of $168.0 million or $1.82 per share, up 35% from $124.3 million or $1.34 per share in Q2 2025. Operating earnings were $76.9 million or $0.83 per share, essentially flat versus $76.2 million or $0.82 per share in the prior year. The company achieved underwriting income of $59.9 million on an 85.6 combined ratio, with net investment income up 17% to $46.0 million.

Added Share repurchase authorization and activity high

Added in current filing · view on EDGAR →

On May 14, 2026, the company’s Board of Directors authorized a share repurchase program of up to $250.0 million of the company’s outstanding common stock. During the second quarter, RLI repurchased 234,973 shares at an average price of $51.25 per share for a total cost of $12.0 million. As of June 30, 2026, $238.0 million of remaining capacity was available under the share repurchase program.

The Board authorized a new $250 million share repurchase program on May 14, 2026. During Q2, the company repurchased 234,973 shares at an average price of $51.25 per share for a total cost of $12.0 million, leaving $238.0 million of remaining capacity. Over the past five years, RLI has returned more than $1.3 billion to shareholders through dividends and share repurchases.

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Figures/quotes linked to EDGAR · Narrative written by AI · Jul 23, 2026 · How we verify