Loading...
RNR logo

RenaissanceRe Holdings Ltd.NYSE:RNR Aktienübersicht

Marktkapitalisierung US$12.8b
Aktienkurs
US$295.56
US$328.07
9.9% unterbewertet intrinsischer Abschlag
1Y23.7%
7D0.5%
1D
Wert des Portfolios
Siehe

RenaissanceRe Holdings Ltd.

NYSE:RNR Lagerbericht

Marktkapitalisierung: US$12.8b

RenaissanceRe Holdings (RNR) Aktienübersicht

RenaissanceRe Holdings Ltd. bietet zusammen mit ihren Tochtergesellschaften Rückversicherungs- und Versicherungsprodukte in den Vereinigten Staaten und international an. Mehr Details

RNR grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung5/6
Künftiges Wachstum0/6
Vergangene Leistung6/6
Finanzielle Gesundheit5/6
Dividenden0/6

RNR Community Fair Values

Create Narrative

See what 11 others think this stock is worth. Follow their fair value or set your own to get alerts.

RenaissanceRe Holdings Ltd. Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für RenaissanceRe Holdings
Historische Aktienkurse
Aktueller AktienkursUS$295.56
52-Wochen-HochUS$318.20
52-Wochen-TiefUS$231.17
Beta0.23
1 Monat Veränderung-4.98%
3 Monate Veränderung-1.15%
1 Jahr Veränderung23.67%
3 Jahre Veränderung56.31%
5 Jahre Veränderung91.77%
Veränderung seit IPO4,024.09%

Aktuelle Nachrichten und Updates

Narrativ-Update May 12

RNR: Future Returns Will Reflect Buybacks Balanced With Pricing And Sector Risks

RenaissanceRe Holdings' updated analyst price target edges up by about $2 to $328, as analysts factor in recent target revisions across firms that balance tighter revenue and margin expectations with updated P/E assumptions and mixed rating changes. Analyst Commentary Recent research shows a mix of optimism and caution around RenaissanceRe Holdings, with several firms adjusting price targets and one firm moving to a more neutral stance after a strong 12 month share price move.

Recent updates

Narrativ-Update May 12

RNR: Future Returns Will Reflect Buybacks Balanced With Pricing And Sector Risks

RenaissanceRe Holdings' updated analyst price target edges up by about $2 to $328, as analysts factor in recent target revisions across firms that balance tighter revenue and margin expectations with updated P/E assumptions and mixed rating changes. Analyst Commentary Recent research shows a mix of optimism and caution around RenaissanceRe Holdings, with several firms adjusting price targets and one firm moving to a more neutral stance after a strong 12 month share price move.
Narrativ-Update Apr 28

RNR: Future Returns Will Balance Heavy Buybacks With Pricing And Sector Risks

Analyst price targets for RenaissanceRe Holdings have moved slightly lower by about $3 to reflect recent revisions to fair value estimates, with research updates citing valuation, pricing pressure and sector volatility as key considerations. Analyst Commentary Street research on RenaissanceRe has been active, with a mix of higher and lower price targets and at least one rating downgrade, reflecting a more balanced stance after a period of strong share price performance.
Narrativ-Update Apr 14

RNR: Future Returns Will Weigh Heavy Buybacks Against Sector Pricing Risks

Analysts have lifted the fair value estimate for RenaissanceRe Holdings from $301.87 to $329.60 as they refresh models following multiple recent price target increases and rating changes across the Street. Analyst Commentary Recent Street research around RenaissanceRe Holdings has been active, with several price target adjustments and at least one rating change feeding into the refreshed fair value estimate.
Seeking Alpha Apr 11

RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years

Summary RenaissanceRe (RNR) preferred dividends remain exceptionally well-covered, requiring less than 1.5% of attributable net income for payout. RNR boasts nearly $11B in common equity as a substantial cushion, enhancing preferred stock safety. The Series F preferred shares yield 6.75% and are likely to be called before Series G due to higher cost of capital. Despite non-cumulative status, RNR preferreds offer an attractive risk-reward profile given robust coverage and asset backing. Read the full article on Seeking Alpha
Narrativ-Update Mar 31

RNR: Fair Pricing Assumptions Will Face Softening Cycle And Execution Discipline Challenges

RenaissanceRe's latest Narrative Update reflects a recalibrated analyst price target centered around $282, as analysts balance model tweaks following recent Q4 results with views on valuation, pricing pressure, and sector volatility. Analyst Commentary Recent Street research paints a mixed picture for RenaissanceRe, with several firms adjusting models and price targets around Q4 results while maintaining mostly neutral ratings.
Narrativ-Update Mar 16

RNR: Underwriting Discipline And Buybacks Will Support Higher Future Earnings Quality

Analysts have lifted the fair value estimate for RenaissanceRe Holdings from $386.90 to $406.84, reflecting updated price targets around $280 to $333 and model tweaks that factor in softer revenue growth assumptions, higher projected profit margins, and a lower future P/E. Analyst Commentary Recent Street research around RenaissanceRe Holdings points to a mixed but generally constructive tone, with several bullish analysts lifting price targets across a wide range and a few voices striking a more cautious stance on valuation and sector conditions.
Narrativ-Update Mar 02

RNR: Fair Pricing Assumptions Will Confront Softening Cycle And Execution Risks

Analysts have nudged their fair value estimate for RenaissanceRe slightly higher to $282, reflecting a series of updated price targets clustered around recent Q4 results and sector pricing pressures that keep most ratings in the neutral range. Analyst Commentary Across recent research, you are seeing a mix of higher price targets and more neutral ratings.
Narrativ-Update Feb 16

RNR: Higher Profitability Assumptions Will Face Softening Property And Casualty Cycle

RenaissanceRe Holdings' fair value estimate has been lifted from $237 to $280 as analysts respond to a series of higher price targets across the Street, backed by updated views on profitability, margins and sector pricing. Analyst Commentary Recent research updates show a mix of optimism on RenaissanceRe Holdings alongside some clear pockets of caution.
Narrativ-Update Feb 02

RNR: Future Returns Will Balance Share Buybacks And Softening P&C Cycle

Analysts have inched their blended fair value estimate for RenaissanceRe up by about $1 to roughly $302, reflecting recent price target tweaks across the Street, where several firms raised targets into the low to mid $300s, while others trimmed forecasts on concerns around softening property and casualty pricing and future P/E assumptions near 8.3x. Analyst Commentary Street research on RenaissanceRe is split between those who see room for further upside and others who are increasingly cautious as the property and casualty cycle softens and valuations move higher.
Narrativ-Update Jan 19

RNR: Future Returns Will Weigh Share Buybacks Against Softening Reinsurance Cycle

Analysts have nudged their average price target on RenaissanceRe higher to about $301, citing updated models that reflect shifts in sector pricing, margin expectations, and a slightly lower projected P/E multiple. Analyst Commentary Recent research on RenaissanceRe shows a split view, with several firms lifting price targets and a few trimming them, all while keeping a close eye on pricing trends and the P&C cycle.
Narrativ-Update Jan 05

RNR: Underwriting Discipline And Buybacks Will Support Stronger Future Earnings Power

Analysts have nudged their blended price target for RenaissanceRe higher, with our fair value estimate rising about $18 to approximately $387 per share as they factor in stronger profit margins and higher future earnings multiples, despite softer revenue growth and a gradually normalizing reinsurance cycle. Analyst Commentary Bullish analysts remain constructive on RenaissanceRe, with several price target increases reflecting confidence that current earnings power is more durable than previously modeled.
Narrativ-Update Dec 16

RNR: Future Returns Will Weigh Calm Cat Seasons Against Softening Reinsurance Cycle

Analysts have nudged their price target on RenaissanceRe Holdings slightly higher to approximately $289 from about $289 previously, citing modestly improved profit margin expectations and updated sector modeling despite growing concerns about a potential softening reinsurance cycle. Analyst Commentary Street research on RenaissanceRe Holdings has grown more polarized, with several bullish analysts lifting price targets while others highlight mounting cyclical and valuation risks.
Narrativ-Update Dec 01

RNR: Future Outlook Will Balance Calm Catastrophe Trends Against Softening Market Risks

RenaissanceRe Holdings saw its analyst price target increase modestly from $285.07 to $288.79. Analysts cited updated sector models following recent quarterly results and a generally favorable outlook for the U.S. insurance market.
Narrativ-Update Nov 17

RNR: Future Performance Will Balance Modest Earnings Upside Against Softening Cycle Risks

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.
Narrativ-Update Nov 03

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

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.
Narrativ-Update Oct 08

Risk Analytics Will Expand US Catastrophe Reach Despite Challenges

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.
Narrativ-Update Sep 05

Risk Analytics Will Expand US Catastrophe Reach Despite Challenges

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.
Seeking Alpha Jan 29

RenaissanceRe: A Solid Q4 Though Wildfires Will Weigh On 2025

Summary RenaissanceRe Holdings shares gained 21% over the past year but fell 10% recently due to concerns about hurricane and wildfire losses. Despite strong earnings, RNR's performance lagged the market, and ongoing catastrophe risks justify maintaining a "hold" rating. 2024's catastrophe losses were higher but normalized, and 2025 is expected to be worse due to California wildfires. RNR's valuation remains fair at 8-10x earnings, and I would want shares below $230 before buying, given long-term upward trends in catastrophe activity. Read the full article on Seeking Alpha
Seeking Alpha Nov 26

Premium Buybacks Not Good For RenaissanceRe

Summary RenaissanceRe Holdings has shown steady growth and positive returns, outperforming the market over the past decade. RNR's income primarily comes from underwriting, management fees, and a conservatively invested fixed-income portfolio, with a strong focus on risk management and geographic diversification. Despite significant revenue growth, RNR's preference for share buybacks at a premium to tangible book value (TBV) per share limits the potential upside for shareholders. Given the questionable capital allocation and the need for a deeper margin of safety, I rate RNR as a Hold until a discount to TBV per share is present. Read the full article on Seeking Alpha
User avatar
Neues Narrativ Aug 22

Expanding Reinsurance And Capital Ventures Shadows By Profit Margin Concerns And Hurricane Risks

RenaissanceRe's growth and diversification strategies across its property reinsurance and Capital Partners business aim to enhance revenue and net earnings.
Seeking Alpha May 22

RenaissanceRe: A Series Of Preferred Shares Still Offers A 6.1% Yield

Summary RenaissanceRe's book value per share continues to increase, indicating strong financial performance. The company's net investment income increased by over 50% in the first quarter, thanks to an expanded investment portfolio. RenaissanceRe's preferred shares offer a decent risk/reward ratio, with yields of 6.1% and 5.8% for different series. Read the full article on Seeking Alpha

Aktionärsrenditen

RNRUS InsuranceUS Markt
7D0.5%1.6%1.0%
1Y23.7%-6.7%28.7%

Rendite im Vergleich zur Industrie: RNR übertraf die Branche US Insurance , die im vergangenen Jahr eine Rendite von -6.7 erzielte.

Rendite vs. Markt: RNR hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 28.7 erzielte.

Preisvolatilität

Is RNR's price volatile compared to industry and market?
RNR volatility
RNR Average Weekly Movement2.5%
Insurance Industry Average Movement4.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Stabiler Aktienkurs: RNR hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: RNRDie wöchentliche Volatilität (3%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
19931,040Kevin O'Donnellwww.renre.com

RenaissanceRe Holdings Ltd. bietet zusammen mit ihren Tochtergesellschaften Rückversicherungs- und Versicherungsprodukte in den Vereinigten Staaten und international an. Das Unternehmen ist in den Segmenten Property, Casualty und Specialty tätig. Das Sachsegment zeichnet Schadenexzedenten-Rückversicherungsverträge zur Absicherung von Versicherungs- und Rückversicherungsunternehmen gegen Naturkatastrophen und von Menschen verursachte Katastrophen wie Hurrikane, Erdbeben, Taifune und Tsunamis sowie Winterstürme, Frost, Überschwemmungen, Brände, Stürme, Tornados, Explosionen und Terroranschläge sowie andere Sachversicherungsprodukte wie proportionale Rückversicherung, Sachversicherung pro Risiko, Sachrückversicherung, verbindliche Anlagen und regionale US-Mehrspartenrückversicherung.

RenaissanceRe Holdings Ltd.'s Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von RenaissanceRe Holdings im Vergleich zum Marktanteil des Unternehmens?
RNR grundlegende Statistiken
MarktanteilUS$12.81b
Gewinn(TTM)US$2.73b
Umsatz(TTM)US$11.59b
4.6x
Kurs-Gewinn-Verhältnis
1.1x
Kurs-Umsatz-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
RNR Gewinn- und Verlustrechnung (TTM)
EinnahmenUS$11.59b
Kosten der EinnahmenUS$6.28b
BruttogewinnUS$5.31b
Sonstige AusgabenUS$2.58b
GewinnUS$2.73b

Zuletzt gemeldete Gewinne

Mar 31, 2026

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)63.93
Bruttomarge45.79%
Nettogewinnspanne23.52%
Schulden/Eigenkapital-Verhältnis12.6%

Wie hat sich RNR auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Dividenden

0.6%
Aktuelle Dividendenrendite
3%
Ausschüttungsquote

Zahlt RNR eine zuverlässige Dividende?

Siehe RNR Dividendenhistorie und Benchmarks
Bis wann müssen Sie RNR kaufen, um eine kommende Dividende zu erhalten?
RenaissanceRe Holdings Dividendentermine
Ex-Dividenden DatumJun 15 2026
Datum der DividendenzahlungJun 30 2026
Tage bis Ex-Dividende22 days
Tage bis zum Datum der Dividendenzahlung37 days

Zahlt RNR eine zuverlässige Dividende?

Siehe RNR Dividendenhistorie und Benchmarks

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/22 15:08
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

RenaissanceRe Holdings Ltd. wird von 29 Analysten beobachtet. 11 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Jay GelbBarclays
Taylor ScottBarclays
Josh StirlingBernstein