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RNR: Expect Future Outperformance As Sector Shifts From Hard Market Conditions

Published
22 Aug 24
Updated
03 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
1.3%
7D
-2.2%

Author's Valuation

US$283.437.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 03 Nov 25

Fair value Decreased 0.039%

RenaissanceRe Holdings saw a modest decrease in its consensus fair value estimate, edging down by $0.11 to $283.43. Analysts are weighing a mix of improved revenue growth expectations along with concerns about sector over-earning and market softness.

Shared on 08 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 on 05 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 on 07 May 25

Fair value Increased 2.56%

Shared on 30 Apr 25

Fair value Decreased 7.17%

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

Shared on 23 Apr 25

Fair value Increased 0.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 0.85%

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

Shared on 09 Apr 25

Fair value Increased 0.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 7.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 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.