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Dec 31, 2020

Old Republic Q4 2020 Earnings Report

Old Republic reported results for the fourth quarter and full year 2020, with growth in net income driven by the General and Title Insurance segments.

Key Takeaways

Old Republic International Corporation reported strong growth in the fourth quarter and full year net income, excluding investment gains and losses, driven by greater profitability in both the General and Title Insurance segments. The consolidated combined ratio improved to 90.3% for the fourth quarter and 93.3% for the full year. Net income was significantly impacted by changes in the fair value of equity securities.

Net income, excluding investment gains, increased by 56.0% for the quarter.

The General Insurance segment experienced a slight reduction in earned premiums due to the COVID-19 pandemic.

The Title Insurance segment experienced strong growth in premium and fee revenues.

The consolidated combined ratio improved to 90.3% for the fourth quarter.

Total Revenue
$2.05B
Previous year: $1.76B
+16.3%
EPS
$0.75
Previous year: $0.47
+59.6%
Consolidated Combined Ratio
90.3%
Previous year: 95.1%
-5.0%
Specialty Combined Ratio
92.7%
Previous year: 98.8%
-6.2%
Title Combined Ratio
88.1%
Previous year: 90.6%
-2.8%
Gross Profit
$2.42B
Previous year: $1.93B
+25.6%
Cash and Equivalents
$119M
Previous year: $10.4B
-98.9%
Total Assets
$22.8B
Previous year: $21.1B
+8.3%

Old Republic

Old Republic

Old Republic Revenue by Segment

Forward Guidance

The economic impacts from the COVID-19 pandemic could affect future premium and fee revenues in the General Insurance and Title Insurance segments, and conversely underwriting expense ratios could rise.

Revenue & Expenses

Visualization of income flow from segment revenue to net income