Update shared on 17 Nov 2025
Fair value Increased 0.58%RenaissanceRe Holdings’ analyst price target has edged up from $283.43 to $285.07. Analysts cite modest improvements in profit margin and forward earnings, but express caution over softening premium growth and sector headwinds.
Analyst Commentary
Recent Street research has highlighted a diverse range of outlooks for RenaissanceRe Holdings, with analysts weighing in on both the company’s near-term prospects and longer-term sector dynamics. Below, key bullish and bearish takeaways from their commentary are summarized.
Bullish Takeaways
- Bullish analysts have raised price targets following updated financial models, citing steady execution and resilience through recent quarterly results.
- Some research notes point to a relatively calm catastrophic loss environment, which supported earnings stability despite macro uncertainties.
- Incremental improvement in expense control and forward earnings estimates have contributed to higher share valuations from select coverage groups.
- Upgrades in analyst ratings reflect confidence in management’s response to sector risks and their ability to maintain competitive positioning.
Bearish Takeaways
- Bearish analysts perceive an over-earning trend in Bermuda reinsurer stocks, raising concerns that current valuations may not be sustainable as conditions normalize.
- Increasing capital supply in the sector, along with a potential softening of the reinsurance cycle, could weigh on premium growth and long-term profitability.
- Recent initiations with cautious ratings highlight the risk of a declining support for RenaissanceRe’s stock performance if sector headwinds intensify.
- There is skepticism regarding consensus estimates, with suggestions that earnings expectations may not fully account for adverse cycle developments.
What's in the News
- RenaissanceRe Holdings Ltd. (NYSE:RNR) announced a share repurchase program to buy back up to $750 million worth of its shares (Buyback Transaction Announcements).
- The Board of Directors authorized a new share buyback plan on November 5, 2025 (Buyback Transaction Announcements).
- Between July 1, 2025, and October 24, 2025, the company repurchased 1,240,248 shares (2.62%) for $305.22 million. This completed 4.55% of shares repurchased for $534.99 million under the previously announced buyback (Buyback Tranche Update).
- RenaissanceRe Holdings Ltd. was dropped from the FTSE All-World Index (USD) (Index Constituent Drops).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from $283.43 to $285.07, indicating a modest positive adjustment.
- The discount rate increased from 6.78% to 6.96%, reflecting a slightly higher cost of capital applied to valuations.
- Revenue growth expectations have declined further, with projections moving from -3.67% to -4.00%.
- Net profit margin improved slightly, up from 13.28% to 13.40%.
- The future P/E ratio has edged up from 8.80x to 8.91x, suggesting a modest increase in valuation multiples.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.