RenaissanceRe
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 7,296 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
30% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 64
2% more funds holding
Funds holding: 468 [Q4 2024] → 479 (+11) [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] → 95.66% (-2.54%) [Q1 2025]
11% less capital invested
Capital invested by funds: $12.7B [Q4 2024] → $11.2B (-$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
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$231
5%
downside
Avg. target
$292
19%
upside
High target
$426
74%
upside
7 analyst ratings
5 positive
71%
1 neutral
14%
1 negative
14%
Morgan Stanley Michael Phillips | 17%upside $285 | Overweight Maintained | 19 May 2025 |
Keefe, Bruyette & Woods Meyer Shields | 15%upside $282 | Outperform Maintained | 29 Apr 2025 |
Barclays Alex Scott | 5%downside $231 | Underweight Maintained | 11 Apr 2025 |
Jefferies Andrew Andersen | 8%upside $265 | Hold Maintained | 11 Apr 2025 |
Wells Fargo Elyse Greenspan | 11%upside $271 | Overweight Maintained | 10 Apr 2025 |
Financial journalist opinion
Positive
Zacks Investment Research
3 weeks 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?
Positive
Seeking Alpha
1 month 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.
Positive
Seeking Alpha
1 month 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.
Neutral
Business Wire
1 month 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.
Negative
Zacks Investment Research
1 month ago
RenaissanceRe Q1 Earnings Miss on High Expenses & California Wildfires
RNR continues to witness growth in net premiums earned from the property segment.
Neutral
Seeking Alpha
1 month 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.
Neutral
The Motley Fool
1 month ago
RenaissanceRe (RNR) Q1 2025 Earnings Call
Image source: The Motley Fool.
Positive
Zacks Investment Research
1 month 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.
Negative
Zacks Investment Research
1 month ago
RenaissanceRe (RNR) Reports Q1 Loss, Tops Revenue Estimates
RenaissanceRe (RNR) came out with a quarterly loss of $1.49 per share versus the Zacks Consensus Estimate of a loss of $0.32. This compares to earnings of $12.18 per share a year ago.
Neutral
Business Wire
1 month ago
RenaissanceRe Reports $161.1 Million of Net Income Available to Common Shareholders and $69.8 million of Operating Loss Attributable to Common Shareholders in Q1 2025.
PEMBROKE, Bermuda--(BUSINESS WIRE)--RenaissanceRe Holdings Ltd. (NYSE: RNR) (“RenaissanceRe” or the “Company”) today announced its financial results for the first quarter of 2025. Net Income Available to Common Shareholders per Diluted Common Share: $3.27 Operating Loss Attributable to Common Shareholders per Diluted Common Share: $(1.49) Underwriting Loss $(770.6)M Fee Income $30.5M Net Investment Income $405.4M Change in Book Value per Common Share: 0.2% Change in Tangible Book Value per Comm.
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