Zacks Investment Research·1 day ago
Why RenaissanceRe (RNR) is a Top Momentum Stock for the Long-TermWondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
RenaissanceRe Holdings Ltd.(RNR)Earnings, Financials & Key Ratios
RNR•NYSE•Insurance & Managed Care
$323.69
5.7× P/E·Price updated Jul 7, 2026
AboutRenaissanceRe 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.Show more
- Revenue$12.75B+9.4%
- Combined Ratio68.51%-7.8%
- Net Income$2.68B+43.4%
- Return on Equity14.59%+29.2%
- Medical Cost Ratio59.34%-13.3%
- Operating Margin31.49%+22.5%
- Net Margin21.04%+31.0%
- ROA5.13%+36.8%
- Equity / Assets35.71%+3.2%
RNR Price & Volume
RenaissanceRe Holdings Ltd. (RNR) stock price & volume — 10-year historical chart
Loading chart...
Volatile Underwriting Cycles Challenge Earnings Consistency Outlook
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Healthy
Cash Flow:Robust
Primary Risk:Catastrophe loss volatility
Key Thesis Takeaways
- RenaissanceRe maintains a fortress balance sheet with $11.5 billion in equity as of 2026Q1, yet its earnings profile remains highly sensitive to the cyclicality of catastrophe-exposed reinsurance markets.
- While the firm demonstrates robust capital management through significant share buybacks, such as the $660 million deployed in 2025Q4, investors should monitor the potential for reserve development in casualty lines and the impact of extreme loss ratios on underwriting margins.
- The company's long-term value proposition hinges on its ability to navigate volatile catastrophe events while maintaining underwriting discipline in an increasingly complex global risk environment.
Verdict Logic
while the stock trades at a P/B of 0.75 and a forward P/E of 7.85, the extreme volatility in quarterly loss ratios, which reached 98.2% in 2025Q1, warrants caution regarding the sustainability of future earnings.
RNR Growth Metrics
RenaissanceRe Holdings Ltd. (RNR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years23.91%
5 Years19.85%
3 Years36.17%
TTM-8.19%
Profit CAGR
10 Years20.06%
5 Years28.61%
3 Years-
TTM85.64%
EPS CAGR
10 Years19.82%
5 Years29.9%
3 Years-
TTM90.77%
Return on Capital
10 Years4.47%
5 Years4.7%
3 Years9.18%
Last Year10.68%
RNR Recent Earnings
RenaissanceRe Holdings Ltd. (RNR) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
Apr 28, 2026Metric
Actual
Est
EPS
$13.75+21.9%
$11.28
Rev
$2.7B-7.7%
$2.9B
Q1 2026
Feb 3, 2026Metric
Actual
Est
EPS
$13.34+28.0%
$10.42
Rev
$1.6B-21.3%
$2.0B
Q4 2025
Oct 28, 2025Metric
Actual
Est
EPS
$15.62+56.7%
$9.97
Rev
$3.2B+36.6%
$2.3B
Q3 2025
Jul 23, 2025Metric
Actual
Est
EPS
$12.29+19.6%
$10.28
Rev
$3.2B+55.9%
$2.0B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 28, 2026 | $13.75vs $11.28+21.9% | $2.7Bvs $2.9B-7.7% |
| Q1 2026 | Feb 3, 2026 | $13.34vs $10.42+28.0% | $1.6Bvs $2.0B-21.3% |
| Q4 2025 | Oct 28, 2025 | $15.62vs $9.97+56.7% | $3.2Bvs $2.3B+36.6% |
| Q3 2025 | Jul 23, 2025 | $12.29vs $10.28+19.6% | $3.2Bvs $2.0B+55.9% |
Based on last 12 quarters of dataView full earnings history →
Latest RNR News
Recent stock market news and headlines for RenaissanceRe Holdings Ltd. (RNR)
Business Wire·5 days ago
RenaissanceRe Schedules Second Quarter 2026 Financial Results Conference CallPEMBROKE, Bermuda--(BUSINESS WIRE)--RenaissanceRe Holdings Ltd. (NYSE: RNR) (the “Company” or “RenaissanceRe”) will conduct an investment community conference call on Thursday, July 23, 2026, at 10:00 a.m. ET to discuss its financial results for the second quarter of 2026, as well as the Company's outlook. RenaissanceRe will release its results following the close of market on Wednesday, July 22, 2026. A live webcast of the conference call will be available through the Investors section of Rena.
Zacks Investment Research·Jun 29, 2026
Here's Why RenaissanceRe (RNR) is a Strong Value StockThe Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Seeking Alpha·Jun 23, 2026
RenaissanceRe Holdings Offers Investors Two PreferredsRenaissanceRe Holdings Ltd. offers two preferred stocks, Series F and Series G, both yielding near 7% and rated BBB since issuance. I assign a Buy rating to Series G - RNR.PR.G - due to its low coupon, similar yield to Series F, and greater call protection; Series F is Hold-rated. RNR's robust financials—$1.3B underwriting income, $1.7B investment income, and 14x equity coverage—provide strong preferred dividend safety.
Peers Comparison
Key metrics vs top competitors for RenaissanceRe Holdings Ltd. (RNR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $323.69 | $13.97B | 5.72 | 9.45% | 21.04% | 14.59% | 0.52% | |
| $346.87 | $13.42B | 24.69 | 29.49% | 16.3% | 35.52% | — | |
| $16.79 | $285.44M | -6.26 | 201.72% | -62.45% | -46.76% | — | |
| $102.85 | $35.93B | 8.85 | 14.27% | 24.73% | 20.48% | — | |
| $114.53 | $8.44B | 9.27 | 9.05% | 16.18% | 16.93% | — | |
| $16.42 | $544.59M | 7.57 | 7.47% | 11.46% | 11.68% | — |
Compare RNR vs Peers
RenaissanceRe Holdings Ltd. (RNR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
RNR SEC Filings & Documents
RenaissanceRe Holdings Ltd. (RNR) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 28, 2026·SEC
Material company update
Feb 3, 2026·SEC
Material company update
Dec 22, 2025·SEC
10-K Annual Reports
310-Q Quarterly Reports
6Get notified when RNR posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
RNR Frequently Asked Questions
RenaissanceRe Holdings Ltd. (RNR) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
How fast is RenaissanceRe Holdings Ltd. growing?
RenaissanceRe Holdings Ltd. (RNR) grew revenue by 9.4% over the past year. This is steady growth.
Is RNR profitable?
Yes, RenaissanceRe Holdings Ltd. (RNR) is profitable, generating $3.09B in net income for fiscal year 2025 (21.0% net margin).
Dividend & Returns
Does RNR pay dividends?
Yes, RenaissanceRe Holdings Ltd. (RNR) pays a dividend with a yield of 0.52%. This makes it attractive for income-focused investors.
What is RNR's return on equity?
RenaissanceRe Holdings Ltd. (RNR) has a return on equity (ROE) of 14.6%. This is reasonable for most industries.
Industry Metrics
What is RenaissanceRe Holdings Ltd.'s combined ratio?
RenaissanceRe Holdings Ltd. (RNR) has a combined ratio of 68.5%. A ratio below 100% indicates underwriting profitability.