RNR icon

RenaissanceRe

244.82 USD
-0.61
0.25%
Updated Aug 26, 10:40 AM EDT
1 day
-0.25%
5 days
0.13%
1 month
-0.20%
3 months
0.04%
6 months
5.91%
Year to date
-1.61%
1 year
-2.12%
5 years
35.45%
10 years
142.71%
 

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 7,431 funds
0
Analysts bullish %
of 6 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

623% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $2.72M

17% more funds holding in top 10

Funds holding in top 10: 6 [Q1] → 7 (+1) [Q2]

8% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 60

0% less capital invested

Capital invested by funds: $11.3B [Q1] → $11.2B (-$48.9M) [Q2]

1% less funds holding

Funds holding: 482 [Q1] → 478 (-4) [Q2]

0.86% less ownership

Funds ownership: 95.68% [Q1] → 94.82% (-0.86%) [Q2]

8% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 180

Research analyst outlook

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

Low target
$265
8%
upside
Avg. target
$274
12%
upside
High target
$288
18%
upside

6 analyst ratings

positive
33%
neutral
67%
negative
0%
Citigroup
Matthew Heimermann
18%upside
$288
Buy
Initiated
13 Aug 2025
UBS
Brian Meredith
8%upside
$265
Neutral
Maintained
28 Jul 2025
Keefe, Bruyette & Woods
Meyer Shields
10%upside
$269
Market Perform
Maintained
28 Jul 2025
Barclays
Alex Scott
12%upside
$273
Equal-Weight
Maintained
24 Jul 2025
Morgan Stanley
Michael Phillips
14%upside
$280
Overweight
Maintained
14 Jul 2025

Financial journalist opinion

Based on 4 articles about RNR published over the past 30 days

Positive
Zacks Investment Research
3 days ago
RenaissanceRe (RNR) Up 4.3% Since Last Earnings Report: Can It Continue?
RenaissanceRe (RNR) reported earnings 30 days ago. What's next for the stock?
RenaissanceRe (RNR) Up 4.3% Since Last Earnings Report: Can It Continue?
Positive
Seeking Alpha
3 weeks ago
Over 6.5% From RenaissanceRe Holdings' Preferred Stocks
RenaissanceRe Holdings (RNR) is a financially strong reinsurer with investment-grade credit ratings and a 28-year dividend growth streak. RNR's preferred stocks, especially RNR.PR.G, trade below par and offer higher yields than peers, despite similar or better credit quality. RNR.PR.G's yield spread has narrowed less than comparable preferreds, suggesting the market underestimates its stability and reliability.
Over 6.5% From RenaissanceRe Holdings' Preferred Stocks
Positive
Seeking Alpha
3 weeks ago
RenaissanceRe: Buyback Machine, Great Valuation
RenaissanceRe delivered a stellar quarter with 24% ROE, strong underwriting, and tangible book value per share up 20% year-over-year. Performance is driven by robust property catastrophe underwriting, resilient fee-based capital management, and growing investment income—not one-time tailwinds. Aggressive share buybacks and disciplined capital deployment are creating significant shareholder value, with the stock trading at a discount to peers.
RenaissanceRe: Buyback Machine, Great Valuation
Neutral
Business Wire
3 weeks 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) announced today a quarterly dividend of $0.40 per common share on its common shares. The dividend is payable on September 30, 2025, to shareholders of record on September 15, 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 the remaining amounts under.
RenaissanceRe Holdings Ltd. Announces Quarterly Dividend and Renewal of Share Repurchase Program
Neutral
Seeking Alpha
1 month ago
RenaissanceRe Holdings Ltd. (RNR) Q2 2025 Earnings Call Transcript
RenaissanceRe Holdings Ltd. (NYSE:RNR ) Q2 2025 Earnings Conference Call July 24, 2025 10:00 AM ET Company Participants David Edward Marra - Executive VP & Group Chief Underwriting Officer Keith Alfred McCue - Senior Vice President of Finance & Investor Relations Kevin Joseph O'Donnell - President, CEO & Director Robert Qutub - Executive VP & CFO Conference Call Participants Andrew E.
RenaissanceRe Holdings Ltd. (RNR) Q2 2025 Earnings Call Transcript
Positive
Zacks Investment Research
1 month ago
RNR Q2 Earnings Beat on Strong Property Underwriting Results
RenaissanceRe's Q2 earnings benefit from strong Property underwriting results and lower net claims and claim expenses incurred, partly offset by declining net premiums earned in the Casualty & Specialty unit.
RNR Q2 Earnings Beat on Strong Property Underwriting Results
Positive
Zacks Investment Research
1 month ago
RenaissanceRe (RNR) Tops Q2 Earnings Estimates
RenaissanceRe (RNR) came out with quarterly earnings of $12.29 per share, beating the Zacks Consensus Estimate of $10.28 per share. This compares to earnings of $12.41 per share a year ago.
RenaissanceRe (RNR) Tops Q2 Earnings Estimates
Neutral
Business Wire
1 month ago
RenaissanceRe Reports $826.5 Million of Net Income Available to Common Shareholders and $594.6 million of Operating Income Available to Common Shareholders in Q2 2025.
PEMBROKE, Bermuda--(BUSINESS WIRE)--RenaissanceRe Holdings Ltd. (NYSE: RNR) (“RenaissanceRe” or the “Company”) today announced its financial results for the second quarter of 2025. Net Income Available to Common Shareholders per Diluted Common Share: $17.20 Operating Income Available to Common Shareholders per Diluted Common Share: $12.29 Underwriting Income $601.7M Fee Income $95.0M Net Investment Income $413.1M Change in Book Value per Common Share: 8.1% Change in Tangible Book Value per Comm.
RenaissanceRe Reports $826.5 Million of Net Income Available to Common Shareholders and $594.6 million of Operating Income Available to Common Shareholders in Q2 2025.
Neutral
Zacks Investment Research
1 month ago
Exploring Analyst Estimates for RenaissanceRe (RNR) Q2 Earnings, Beyond Revenue and EPS
Evaluate the expected performance of RenaissanceRe (RNR) for the quarter ended June 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Exploring Analyst Estimates for RenaissanceRe (RNR) Q2 Earnings, Beyond Revenue and EPS
Positive
Zacks Investment Research
1 month 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?
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