RenaissanceRe Holdings Ltd.

RenaissanceRe Holdings Ltd.

RNRยทNYSE

$280.61

+1.1%
Financial ServicesInsurance - Reinsurance

RenaissanceRe Holdings Ltd. provides reinsurance and insurance products in the United States and internationally. The company operates through Property, and Casualty and Specialty segments. The Property segment writes property catastrophe excess of loss reinsurance and excess of loss retrocessional reinsurance to insure insurance and reinsurance companies against natural and man-made catastrophes, including hurricanes, earthquakes, typhoons, and tsunamis, as well as claims arising from other natural and man-made catastrophes comprising winter storms, freezes, floods, fires, windstorms, tornadoes, explosions, and acts of terrorism; and other property class of products, such as proportional reinsurance, property per risk, property reinsurance, binding facilities, and regional U.S. multi-line reinsurance. The Casualty and Specialty segment writes various classes of products, such as directors and officers, medical malpractice, and professional indemnity; automobile and employer's liability, casualty clash, umbrella or excess casualty, workers' compensation, and general liability; financial and mortgage guaranty, political risk, surety, and trade credit; and accident and health, agriculture, aviation, cyber, energy, marine, satellite, and terrorism. The company distributes its products and services primarily through intermediaries. RenaissanceRe Holdings Ltd. was founded in 1993 and is headquartered in Pembroke, Bermuda.

At a Glance

Live Snapshot
Market Cap$11.96B
EPS56.7600
P/E Ratio4.94
Earnings Date07/22/2026
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RenaissanceRe Holdings Ltd. Street Expectations Map

RNR ยท NYSE

Wall Street analysts project that RNR stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 309.89, with estimates ranging from a low of 267.00 to a high of 340.00.

Lowest Target
267.00
-4.85%
Consensus Target
309.89
10.43%
Highest Target
340.00
21.16%

The consensus 1-year price target stands at 309.89, with estimates ranging from a low of 267.00 to a high of 340.00.

Analyst Consensus Analysis

Upside Potential

+10.4%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

23.6% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

4.36x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Asymmetric upside: Strong return potential with favorable risk-reward profile. The limited downside relative to upside makes this an attractive risk-adjusted opportunity for growth-oriented portfolios.

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RenaissanceRe Holdings Ltd. Forward Estimates of Revenue

RNR ยท NYSE
Latest Revenue
12.75B
FY 2025
Avg Estimate
9.18B
FY 2026
Estimate Range
9.10B - 9.35B
Analyst Spread

Forward Growth Analysis

Projected Growth-28.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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RenaissanceRe Holdings Ltd. Forward Estimates of Net Income

RNR ยท NYSE
Latest Net Income
2.68B
FY 2025
Avg Estimate
1.81B
FY 2026
Estimate Range
1.69B - 1.94B
Analyst Spread

Forward Growth Analysis

Projected Growth-32.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread13%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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RenaissanceRe Holdings Ltd. Forward Estimates of EPS

RNR ยท NYSE
Latest EPS
56.76
FY 2025
Avg Estimate
$40.71
FY 2026
Estimate Range
$37.71 - $43.16
Analyst Spread

Forward Growth Analysis

Projected Growth-28.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread13%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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RenaissanceRe Holdings Ltd. Forward Estimates of EBIT

RNR ยท NYSE
Latest EBIT
4.13B
FY 2025
Avg Estimate
1.28B
FY 2026
Estimate Range
1.27B - 1.30B
Analyst Spread

Forward Growth Analysis

Projected Growth-69.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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RenaissanceRe Holdings Ltd. Forward Estimates of EBITDA

RNR ยท NYSE
Latest EBITDA
4.14B
FY 2025
Avg Estimate
1.27B
FY 2026
Estimate Range
1.26B - 1.30B
Analyst Spread

Forward Growth Analysis

Projected Growth-69.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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RenaissanceRe Holdings Ltd. Forward Estimates of SG&A Expense

RNR ยท NYSE
Latest SG&A Expense
1.12B
FY 2025
Avg Estimate
553.20M
FY 2026
Estimate Range
548.47M - 563.17M
Analyst Spread

Forward Growth Analysis

Projected Growth-50.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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RenaissanceRe Holdings Ltd. Insider Positioning

RNR ยท NYSE

During the last 12 months, insiders have sold $1.14M worth of RNR shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

1.5K

439.79K

Net Activity

-440K

-$440K

3-6 Months

Bought

0

0.00

Sold

2.3K

697.58K

Net Activity

-698K

-$698K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
QR

Qutub Robert

Officer: Evp, Chief Financial Officer

2.3K sharesโ€ข1 transactions

$698K

2
SCP

Sanders Carol P

Director

1.5K sharesโ€ข1 transactions

$440K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.14M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$440K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.