Heartland Opportunistic Value Equity Strategy Q4 2025 Portfolio Activity

One profitable company whose shares we've held for years, and that demonstrates why a focus on shareholder value creation matters in the long run, is Old Republic International. A new mid-cap holding in the quarter was Prestige Consumer Healthcare, whose over-the-counter brands are familiar to many. A multi-year holding that has struggled recently is Watsco, the largest wholesale distributor of HVAC and refrigeration equipment in the United States.

Seeking Alpha • Feb 13, 2026

Why Old Republic Stock Dived by 9% Today

It published its latest quarterly figures, and investors weren't impressed by the performance. It missed significantly on the consensus analyst estimate for profitability.

The Motley Fool • Jan 22, 2026

Old Republic: Q4 Underwriting Results Add To Margin Fears

Old Republic International is rated 'hold' as recent underwriting weakness and a special dividend payment create uncertainty despite an 11x earnings multiple. Q4's 96% combined ratio, driven by trucking reserve additions, likely overstates weakness, but ongoing underwriting risks warrant caution into 2026. Title insurance revenue shows momentum, especially in commercial segments, while the investment portfolio remains conservative and yield-accretive.

Seeking Alpha • Jan 22, 2026

Old Republic International Corporation (ORI) Q4 2025 Earnings Call Transcript

Old Republic International Corporation (ORI) Q4 2025 Earnings Call Transcript

Seeking Alpha • Jan 22, 2026

OLD REPUBLIC REPORTS RESULTS FOR THE FOURTH QUARTER AND FULL YEAR 2025

CHICAGO, Jan. 22, 2026 /PRNewswire/ -- Old Republic International Corporation (NYSE: ORI) today reported the following results for the fourth quarter 2025: Net income of $206.3 million, compared to $105.1 million last year. Net income excluding investment gains (losses) (net operating income) of $184.7 million, compared to $227.0 million last year.

PRNewsWire • Jan 22, 2026

Old Republic International (ORI) Q4 Earnings Lag Estimates

Old Republic International (ORI) came out with quarterly earnings of $0.74 per share, missing the Zacks Consensus Estimate of $0.89 per share. This compares to earnings of $0.9 per share a year ago.

Zacks Investment Research • Jan 22, 2026

Old Republic (ORI) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

While the top- and bottom-line numbers for Old Republic (ORI) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Jan 22, 2026

Wall Street's Insights Into Key Metrics Ahead of Old Republic (ORI) Q4 Earnings

Besides Wall Street's top-and-bottom-line estimates for Old Republic (ORI), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

Zacks Investment Research • Jan 16, 2026

Worst Financials Sector Stocks As Earnings Ramp Up

Despite pockets of earnings strength across the financials sector, the broader 2026 backdrop remains challenging. Sticky inflation, elevated asset valuations, regulatory uncertainty, and shifting investor sentiment have narrowed the margin for error, even for well-established companies. As seen with Fiserv's abrupt selloff last quarter, downside risk can materialize quickly when high expectations are not met.

Seeking Alpha • Jan 14, 2026

OLD REPUBLIC ANNOUNCES FOURTH QUARTER 2025 EARNINGS CALL

CHICAGO, Jan. 8, 2026 /PRNewswire/ -- Old Republic International Corporation (NYSE: ORI) – today announced that it will report financial results for the fourth quarter of 2025 before the market opens on Thursday, January 22, 2026, and will hold a conference call at 3:00 p.m. Eastern time to discuss results.

PRNewsWire • Jan 8, 2026