Update shared on05 Sep 2025
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.
- Bearish analysts express caution due to a transitioning property & casualty market, with softening rates, heightened competition, and market conditions dependent on the severity of storm/wind seasons.
- Some see moderate catastrophe losses and uncertain tariff-related impacts pressuring pricing, loss trends, and reserve development, prompting more conservative outlooks and reduced price targets.
- Capital deployment, particularly share repurchases, is cited as a potential positive catalyst in the second half of the year, partly offsetting margin pressures from an unfavorable underwriting mix.
- The general market view is shifting from a hard market to a softer environment after several years of favorable pricing, increasing selectivity among underwriters and a more neutral or cautious stance on Bermuda-based insurers like RenaissanceRe.
What's in the News
- Repurchased 293,800 shares (0.6%) for $70.2 million, completing the May 7, 2025, buyback program.
- Repurchased 1,554,406 shares (3.18%) for $376.45 million between April 1 and May 7, completing a total of 2,179,733 shares (4.42%) for $524.91 million under the February 5, 2025, buyback program.
Valuation Changes
Summary of Valuation Changes for RenaissanceRe Holdings
- The Consensus Analyst Price Target remained effectively unchanged, at $280.62.
- The Consensus Revenue Growth forecasts for RenaissanceRe Holdings remained effectively unchanged, at -7.2% per annum.
- The Future P/E for RenaissanceRe Holdings remained effectively unchanged, at 8.46x.
Disclaimer
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