RenaissanceRe Holdings (RNR) Aktienübersicht
RenaissanceRe Holdings Ltd. bietet zusammen mit ihren Tochtergesellschaften Rückversicherungs- und Versicherungsprodukte in den Vereinigten Staaten und international an. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 5/6 |
| Künftiges Wachstum | 0/6 |
| Vergangene Leistung | 6/6 |
| Finanzielle Gesundheit | 5/6 |
| Dividenden | 0/6 |
RNR Community Fair Values
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Analyst Price Targets
RenaissanceRe Holdings Ltd. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$310.08 |
| 52-Wochen-Hoch | US$318.20 |
| 52-Wochen-Tief | US$231.17 |
| Beta | 0.19 |
| 1 Monat Veränderung | 4.91% |
| 3 Monate Veränderung | 4.77% |
| 1 Jahr Veränderung | 28.75% |
| 3 Jahre Veränderung | 71.89% |
| 5 Jahre Veränderung | 108.36% |
| Veränderung seit IPO | 4,226.70% |
Aktuelle Nachrichten und Updates
Seeking Alpha • Jun 23
RenaissanceRe Holdings Offers Investors Two Preferreds
Summary RenaissanceRe Holdings Ltd. offers two preferred stocks, Series F and Series G, both yielding near 7% and rated BBB since issuance. I assign a Buy rating to Series G - RNR.PR.G - due to its low coupon, similar yield to Series F, and greater call protection; Series F is Hold-rated. RNR’s robust financials—$1.3B underwriting income, $1.7B investment income, and 14x equity coverage—provide strong preferred dividend safety. Both preferreds are non-cumulative, eligible for preferential tax rates, and likely to be called based on rate cycles, with Series F at higher risk of early call. While RNR trades attractively to book value, its lagging CAGR versus the US market supports a Hold rating on the common shares. Read the full article on Seeking Alpha
Narrativ-Update • Jun 23
RNR: Future Returns Will Balance Buybacks With Softer Property Catastrophe Pricing
RenaissanceRe Holdings' updated fair value estimate has been trimmed by about $3 to $325.47 as analysts factor in lower Street price targets, with some pointing to softer reinsurance pricing, especially in Florida and the Gulf of Mexico, while still highlighting healthy returns on tangible equity and support from buyback and book value expectations. Analyst Commentary Recent research on RenaissanceRe Holdings reflects a mix of optimism and caution as analysts weigh softer property catastrophe pricing in regions like Florida and the Gulf of Mexico against the company’s return on tangible equity, book value metrics, and capital return plans.Analyseartikel • Jun 18
RenaissanceRe Holdings (RNR) Stock Could Be 7.6% Below Fair Value
RenaissanceRe Holdings (RNR) is drawing attention after recent share price moves, with the stock last closing at $303.02. Investors are reassessing the reinsurer’s role in portfolios as market conditions shift. See our latest analysis for RenaissanceRe Holdings. The recent 0.8% 1 day share price return and 2.46% 7 day share price return build on RenaissanceRe Holdings' 11.31% year to date share price return and 24.30% 1 year total shareholder return, pointing to firm but measured momentum...
Narrativ-Update • Jun 06
RNR: Underwriting Execution And Share Repurchases Will Drive Future Earnings Quality
RenaissanceRe Holdings' updated analyst price target has shifted by about $16, as analysts weigh recent mixed target changes from UBS, Mizuho, Citi, Barclays, BofA, Evercore ISI, Cantor Fitzgerald and Keefe Bruyette against modest revisions to assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research on RenaissanceRe Holdings reflects a wide range of views, but several Bullish analysts are clearly leaning positive, highlighting the stock's setup on valuation and execution rather than short term noise.Recent updates
Seeking Alpha • Jun 23
RenaissanceRe Holdings Offers Investors Two Preferreds
Summary RenaissanceRe Holdings Ltd. offers two preferred stocks, Series F and Series G, both yielding near 7% and rated BBB since issuance. I assign a Buy rating to Series G - RNR.PR.G - due to its low coupon, similar yield to Series F, and greater call protection; Series F is Hold-rated. RNR’s robust financials—$1.3B underwriting income, $1.7B investment income, and 14x equity coverage—provide strong preferred dividend safety. Both preferreds are non-cumulative, eligible for preferential tax rates, and likely to be called based on rate cycles, with Series F at higher risk of early call. While RNR trades attractively to book value, its lagging CAGR versus the US market supports a Hold rating on the common shares. Read the full article on Seeking AlphaNarrativ-Update • Jun 23
RNR: Future Returns Will Balance Buybacks With Softer Property Catastrophe Pricing
RenaissanceRe Holdings' updated fair value estimate has been trimmed by about $3 to $325.47 as analysts factor in lower Street price targets, with some pointing to softer reinsurance pricing, especially in Florida and the Gulf of Mexico, while still highlighting healthy returns on tangible equity and support from buyback and book value expectations. Analyst Commentary Recent research on RenaissanceRe Holdings reflects a mix of optimism and caution as analysts weigh softer property catastrophe pricing in regions like Florida and the Gulf of Mexico against the company’s return on tangible equity, book value metrics, and capital return plans.Analyseartikel • Jun 18
RenaissanceRe Holdings (RNR) Stock Could Be 7.6% Below Fair Value
RenaissanceRe Holdings (RNR) is drawing attention after recent share price moves, with the stock last closing at $303.02. Investors are reassessing the reinsurer’s role in portfolios as market conditions shift. See our latest analysis for RenaissanceRe Holdings. The recent 0.8% 1 day share price return and 2.46% 7 day share price return build on RenaissanceRe Holdings' 11.31% year to date share price return and 24.30% 1 year total shareholder return, pointing to firm but measured momentum...Narrativ-Update • Jun 06
RNR: Underwriting Execution And Share Repurchases Will Drive Future Earnings Quality
RenaissanceRe Holdings' updated analyst price target has shifted by about $16, as analysts weigh recent mixed target changes from UBS, Mizuho, Citi, Barclays, BofA, Evercore ISI, Cantor Fitzgerald and Keefe Bruyette against modest revisions to assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research on RenaissanceRe Holdings reflects a wide range of views, but several Bullish analysts are clearly leaning positive, highlighting the stock's setup on valuation and execution rather than short term noise.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.
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 AlphaSeeking 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
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.Aktionärsrenditen
| RNR | US Insurance | US Markt | |
|---|---|---|---|
| 7D | 2.3% | 2.4% | -2.5% |
| 1Y | 28.7% | -1.8% | 20.1% |
Rendite im Vergleich zur Industrie: RNR übertraf die Branche US Insurance , die im vergangenen Jahr eine Rendite von -1.8 erzielte.
Rendite vs. Markt: RNR übertraf den Markt US, der im vergangenen Jahr eine Rendite von 20.1 erzielte.
Preisvolatilität
| RNR volatility | |
|---|---|
| RNR Average Weekly Movement | 3.1% |
| Insurance Industry Average Movement | 4.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
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
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1993 | 1,040 | Kevin O'Donnell | www.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
| RNR grundlegende Statistiken | |
|---|---|
| Marktanteil | US$13.11b |
| Gewinn(TTM) | US$2.73b |
| Umsatz(TTM) | US$11.59b |
4.8x
Kurs-Gewinn-Verhältnis 1.1x
Kurs-Umsatz-VerhältnisIst RNR zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| RNR Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$11.59b |
| Kosten der Einnahmen | US$6.28b |
| Bruttogewinn | US$5.31b |
| Sonstige Ausgaben | US$2.58b |
| Gewinn | US$2.73b |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 63.93 |
| Bruttomarge | 45.79% |
| Nettogewinnspanne | 23.52% |
| Schulden/Eigenkapital-Verhältnis | 12.6% |
Wie hat sich RNR auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
0.5%
Aktuelle Dividendenrendite3%
AusschüttungsquoteZahlt RNR eine zuverlässige Dividende?
Siehe RNR Dividendenhistorie und Benchmarks| RenaissanceRe Holdings Dividendentermine | |
|---|---|
| Ex-Dividenden Datum | Jun 15 2026 |
| Datum der Dividendenzahlung | Jun 30 2026 |
| Tage bis Ex-Dividende | 10 days |
| Tage bis zum Datum der Dividendenzahlung | 5 days |
Zahlt RNR eine zuverlässige Dividende?
Siehe RNR Dividendenhistorie und BenchmarksUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/24 09:01 |
| Aktienkurs zum Tagesende | 2026/06/24 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
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.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* 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
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
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 28 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.
| Analyst | Einrichtung |
|---|---|
| Jay Gelb | Barclays |
| Taylor Scott | Barclays |
| Josh Stirling | Bernstein |