RNR icon

RenaissanceRe

235.96 USD
-3.04
1.27%
At close Jul 18, 4:00 PM EDT
After hours
235.96
+0.00
0.00%
1 day
-1.27%
5 days
-0.69%
1 month
-3.77%
3 months
0.49%
6 months
-8.27%
Year to date
-5.17%
1 year
2.64%
5 years
30.85%
10 years
121.39%
 

About: RenaissanceRe Holdings Ltd provides reinsurance and insurance solutions and related services. The company's core products include property, casualty and specialty reinsurance. Revenue is derived from three sources: net premiums earned from the insurance and insurance products sold; net investment income from the investment of capital funds and cash; and other income from the company's joint ventures, advisory services, and other items. The reportable segments of the company are the Property segment which includes catastrophe and other property reinsurance, and the Casualty and Specialty segment which is comprised of casualty and specialty reinsurance. It derives a majority of its revenue from the Casualty and specialty segment.

Employees: 925

0
Funds holding %
of 7,321 funds
0
Analysts bullish %
of 4 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

33% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 64

3% more funds holding

Funds holding: 468 [Q4 2024] → 481 (+13) [Q1 2025]

3% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $10.1M

2.54% less ownership

Funds ownership: 98.21% [Q4 2024] → 95.67% (-2.54%) [Q1 2025]

11% less capital invested

Capital invested by funds: $12.7B [Q4 2024] → $11.3B (-$1.43B) [Q1 2025]

24% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 180

25% less funds holding in top 10

Funds holding in top 10: 8 [Q4 2024] → 6 (-2) [Q1 2025]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$256
8%
upside
Avg. target
$268
14%
upside
High target
$280
19%
upside

4 analyst ratings

positive
25%
neutral
75%
negative
0%
Morgan Stanley
Michael Phillips
19%upside
$280
Overweight
Maintained
14 Jul 2025
Wells Fargo
Elyse Greenspan
14%upside
$269
Equal-Weight
Downgraded
10 Jul 2025
Keefe, Bruyette & Woods
Meyer Shields
14%upside
$268
Market Perform
Downgraded
9 Jul 2025
Barclays
Alex Scott
8%upside
$256
Equal-Weight
Upgraded
7 Jul 2025

Financial journalist opinion

Positive
Zacks Investment Research
3 days ago
RenaissanceRe (RNR) Expected to Beat Earnings Estimates: Should You Buy?
RenaissanceRe (RNR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
RenaissanceRe (RNR) Expected to Beat Earnings Estimates: Should You Buy?
Neutral
Business Wire
2 weeks ago
RenaissanceRe Schedules Second Quarter 2025 Financial Results Conference Call
PEMBROKE, Bermuda--(BUSINESS WIRE)--RenaissanceRe Holdings Ltd. (NYSE: RNR) (the “Company” or “RenaissanceRe”) will conduct an investment community conference call on Thursday, July 24, 2025, at 10:00 a.m. ET to discuss its financial results for the second quarter of 2025, as well as the Company's outlook. RenaissanceRe will release its results following the close of market on Wednesday, July 23, 2025. A live webcast of the conference call will be available through the Investors section of Rena.
RenaissanceRe Schedules Second Quarter 2025 Financial Results Conference Call
Positive
Zacks Investment Research
1 month ago
RenaissanceRe (RNR) Up 4.8% Since Last Earnings Report: Can It Continue?
RenaissanceRe (RNR) reported earnings 30 days ago. What's next for the stock?
RenaissanceRe (RNR) Up 4.8% Since Last Earnings Report: Can It Continue?
Positive
Seeking Alpha
2 months ago
RenaissanceRe Preferreds Yield 6.8% With 9.5% Capital Appreciation Potential
RenaissanceRe Holdings Ltd.'s preferred stocks, especially RNR-G, are investment-grade, high-yield, and currently trade at a significant discount to peers despite strong fundamentals. The yield spread of RNR-G has widened unreasonably versus similar high-quality preferreds, even though RNR's credit profile remains robust and unchanged. RNR-G is underperforming nearly all comparable preferred stocks, creating a notable mispricing relative to its credit rating and peer group.
RenaissanceRe Preferreds Yield 6.8% With 9.5% Capital Appreciation Potential
Positive
Seeking Alpha
2 months ago
RenaissanceRe: Resilient Despite Wildfires But Hurricane Season Looms
RenaissanceRe shares have performed well, up 10% over the past year, despite a 10% drop due to California wildfires. Q1 results were impacted by wildfires, causing a $1.49 loss per share, but the company remains financially strong with strong investment income and ongoing repurchases. The company's diversified business mix and higher pricing have mitigated the impact of large catastrophes, maintaining solvency and potential for recovery.
RenaissanceRe: Resilient Despite Wildfires But Hurricane Season Looms
Neutral
Business Wire
2 months ago
RenaissanceRe Holdings Ltd. Announces Quarterly Dividend and Renewal of Share Repurchase Program
PEMBROKE, Bermuda--(BUSINESS WIRE)--The Board of Directors of RenaissanceRe Holdings Ltd. (NYSE: RNR) (“RenaissanceRe” or the “Company”) announced today a quarterly dividend of $0.40 per common share on its common shares. The dividend is payable on June 30, 2025, to shareholders of record on June 13, 2025. In addition, the Board of Directors approved a renewal of RenaissanceRe's authorized share repurchase program, bringing the total current authorization up to $750.0 million, which includes th.
RenaissanceRe Holdings Ltd. Announces Quarterly Dividend and Renewal of Share Repurchase Program
Negative
Zacks Investment Research
2 months ago
RenaissanceRe Q1 Earnings Miss on High Expenses & California Wildfires
RNR continues to witness growth in net premiums earned from the property segment.
RenaissanceRe Q1 Earnings Miss on High Expenses & California Wildfires
Neutral
Seeking Alpha
2 months ago
RenaissanceRe Holdings Ltd. (RNR) Q1 2025 Earnings Call Transcript
RenaissanceRe Holdings Ltd. (NYSE:RNR ) Q1 2025 Earnings Conference Call April 24, 2025 10:00 AM ET Company Participants Keith McCue - Senior Vice President, Finance & Investor Relations Kevin O'Donnell - President and Chief Executive Officer Robert Qutub - Executive Vice President and Chief Financial Officer David Marra - Executive Vice President and Group Chief Underwriting Officer Conference Call Participants Elyse Greenspan - Wells Fargo Joshua Shanker - Bank of America Jimmy Bhullar - JPMorgan Bob Huang - Morgan Stanley Meyer Shields - KBW Michael Zaremski - BMO Capital Markets Andrew Andersen - Jefferies Wes Carmichael - Autonomous Research David Motemaden - Evercore ISI Alex Scott - Barclays Operator Good morning.
RenaissanceRe Holdings Ltd. (RNR) Q1 2025 Earnings Call Transcript
Neutral
The Motley Fool
2 months ago
RenaissanceRe (RNR) Q1 2025 Earnings Call
Image source: The Motley Fool.
RenaissanceRe (RNR) Q1 2025 Earnings Call
Positive
Zacks Investment Research
2 months ago
RenaissanceRe (RNR) Reports Q1 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for RenaissanceRe (RNR) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
RenaissanceRe (RNR) Reports Q1 Earnings: What Key Metrics Have to Say
Charts implemented using Lightweight Charts™