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Risk Analytics Will Expand US Catastrophe Reach Despite Challenges

Published
22 Aug 24
Updated
08 Oct 25
AnalystConsensusTarget's Fair Value
US$283.54
7.5% undervalued intrinsic discount
08 Oct
US$262.15
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1Y
-4.3%
7D
2.2%

Author's Valuation

US$283.547.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Oct 25
Fair value Increased 1.04%

Analysts have modestly raised their fair value estimate for RenaissanceRe Holdings to $283.54, citing recent upward revisions to price targets and a less negative outlook on revenue growth. Analyst Commentary Analyst sentiment toward RenaissanceRe Holdings has reflected a mix of cautious optimism and sector-specific concerns.

Shared on05 Sep 25

Analysts maintain a cautious but balanced outlook on RenaissanceRe Holdings, citing resilient earnings and potential capital deployment positives offset by rising competition, softening property & casualty rates, and moderate catastrophe losses—resulting in no change to the consensus price target at $280.62. Analyst Commentary Bullish analysts highlight resilient earnings expectations for RenaissanceRe, supported by underwriting and reinvestment tailwinds, with upside potential relative to insurance brokers.

Shared on07 May 25
Fair value Increased 2.56%

Shared on30 Apr 25
Fair value Decreased 7.17%

AnalystConsensusTarget has decreased revenue growth from 0.3% to -3.6%.

Shared on23 Apr 25
Fair value Increased 0.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 0.85%

AnalystConsensusTarget has increased revenue growth from 0.0% to 0.3%.

Shared on09 Apr 25
Fair value Increased 0.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 7.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 1.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 3.36%

AnalystConsensusTarget has decreased revenue growth from -2.2% to 0.0%, increased profit margin from 11.8% to 16.6% and decreased future PE multiple from 13.1x to 6.6x.