RenaissanceRe Holdings (RNR) Aperçu de l'action
RenaissanceRe Holdings Ltd. et ses filiales proposent des produits de réassurance et d'assurance aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 0/6 |
| Performances passées | 5/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
RNR Community Fair Values
Create NarrativeSee what 11 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
RenaissanceRe Holdings Ltd. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$329.10 |
| Plus haut sur 52 semaines | US$329.60 |
| Plus bas sur 52 semaines | US$231.17 |
| Bêta | 0.17 |
| Variation sur 1 mois | 2.98% |
| Variation sur 3 mois | 5.82% |
| Variation sur 1 an | 33.10% |
| Variation sur 3 ans | 73.55% |
| Variation sur 5 ans | 115.53% |
| Évolution depuis l'introduction en bourse | 4,492.09% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 21
RNR: Future Returns Will Balance Buybacks With Softer Reinsurance Pricing Trends
RenaissanceRe Holdings' analyst price target has been revised higher, with the model fair value estimate moving from about $325.47 to $339.00 as analysts factor in updated assumptions on slower revenue growth, slightly lower profit margins, and a higher forward P/E multiple in the context of recent sector research. Analyst Commentary Recent research on RenaissanceRe Holdings shows a mix of constructive and cautious views, with several firms lifting price targets while pointing to moderating growth trends, evolving catastrophe exposure and changing expectations for sector pricing.
Mise à jour du récit • Jul 07
RNR: Fair Outlook Will Balance Softer Reinsurance Pricing And Leadership Transitions
RenaissanceRe Holdings' fair value estimate has been revised upward by $18 to $300, as analysts incorporate a higher blended set of price targets that reflect steady reinsurance pricing trends, healthy underwriting conditions and an improved profit margin outlook, partially offset by a slightly higher discount rate and softer long term P/E assumptions. Analyst Commentary Recent Street research on RenaissanceRe Holdings presents a mixed picture, with some firms lifting price targets while others trim expectations and highlight emerging risks.Seeking Alpha • Jul 01
RenaissanceRe Holdings Ltd: 11% Capital Appreciation Potential From Its Preferred Stocks
Summary RenaissanceRe Holdings Ltd. is a stable, investment-grade reinsurer with a 30-year track record and robust dividend growth. RNR's preferred stocks are trading below par, offering current yields near 7%, notably higher than comparable investment-grade peers. Both preferreds are investment-grade rated, with RNR.PR.F callable anytime and RNR.PR.G is callable from July 2026, presenting 11% capital appreciation potential. RNR’s strong balance sheet, consistent performance, and undervalued preferreds provide a compelling income opportunity with relatively low credit risk. Read the full article on Seeking AlphaRecent updates
Mise à jour du récit • Jul 21
RNR: Future Returns Will Balance Buybacks With Softer Reinsurance Pricing Trends
RenaissanceRe Holdings' analyst price target has been revised higher, with the model fair value estimate moving from about $325.47 to $339.00 as analysts factor in updated assumptions on slower revenue growth, slightly lower profit margins, and a higher forward P/E multiple in the context of recent sector research. Analyst Commentary Recent research on RenaissanceRe Holdings shows a mix of constructive and cautious views, with several firms lifting price targets while pointing to moderating growth trends, evolving catastrophe exposure and changing expectations for sector pricing.Mise à jour du récit • Jul 07
RNR: Fair Outlook Will Balance Softer Reinsurance Pricing And Leadership Transitions
RenaissanceRe Holdings' fair value estimate has been revised upward by $18 to $300, as analysts incorporate a higher blended set of price targets that reflect steady reinsurance pricing trends, healthy underwriting conditions and an improved profit margin outlook, partially offset by a slightly higher discount rate and softer long term P/E assumptions. Analyst Commentary Recent Street research on RenaissanceRe Holdings presents a mixed picture, with some firms lifting price targets while others trim expectations and highlight emerging risks.Seeking Alpha • Jul 01
RenaissanceRe Holdings Ltd: 11% Capital Appreciation Potential From Its Preferred Stocks
Summary RenaissanceRe Holdings Ltd. is a stable, investment-grade reinsurer with a 30-year track record and robust dividend growth. RNR's preferred stocks are trading below par, offering current yields near 7%, notably higher than comparable investment-grade peers. Both preferreds are investment-grade rated, with RNR.PR.F callable anytime and RNR.PR.G is callable from July 2026, presenting 11% capital appreciation potential. RNR’s strong balance sheet, consistent performance, and undervalued preferreds provide a compelling income opportunity with relatively low credit risk. Read the full article on Seeking AlphaMise à jour du récit • 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.Article d’analyse • 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...
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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
Nouveau récit • 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.Rendement pour les actionnaires
| RNR | US Insurance | US Marché | |
|---|---|---|---|
| 7D | 1.9% | 0.6% | -1.0% |
| 1Y | 33.1% | 5.9% | 14.7% |
Rendement vs Industrie: RNR a dépassé le secteur US Insurance qui a rapporté 5.9 % au cours de l'année écoulée.
Rendement vs marché: RNR a dépassé le marché US qui a rapporté 14.7 % au cours de l'année écoulée.
Volatilité des prix
| RNR volatility | |
|---|---|
| RNR Average Weekly Movement | 3.9% |
| Insurance Industry Average Movement | 4.6% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: RNR n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de RNR ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1993 | 1,040 | Kevin O'Donnell | www.renre.com |
RenaissanceRe Holdings Ltd. et ses filiales proposent des produits de réassurance et d'assurance aux États-Unis et dans le monde entier. La société opère à travers les segments Property, Casualty et Specialty. Le secteur des biens souscrit des contrats de réassurance en excédent de sinistre contre les catastrophes naturelles pour assurer les compagnies d'assurance et de réassurance contre les catastrophes naturelles et d'origine humaine, notamment les ouragans, les tremblements de terre, les typhons et les tsunamis, ainsi que les tempêtes hivernales, le gel, les inondations, les incendies, les tempêtes de vent, les tornades, les explosions et les actes de terrorisme ; et d'autres produits de la catégorie des biens, tels que la réassurance proportionnelle, les biens par risque, la réassurance des biens, les facilités contraignantes et la réassurance multirisque régionale aux États-Unis.
RenaissanceRe Holdings Ltd. Résumé des fondamentaux
| RNR statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$13.67b |
| Bénéfices(TTM) | US$2.56b |
| Recettes(TTM) | US$11.17b |
5.4x
Ratio P/E1.2x
Ratio P/SLe site RNR est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| RNR compte de résultat (TTM) | |
|---|---|
| Recettes | US$11.17b |
| Coût des recettes | US$6.10b |
| Marge brute | US$5.06b |
| Autres dépenses | US$2.51b |
| Les revenus | US$2.56b |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 61.50 |
| Marge brute | 45.35% |
| Marge bénéficiaire nette | 22.89% |
| Ratio dettes/capitaux propres | 12.2% |
Quelles ont été les performances à long terme de RNR?
Voir les performances historiques et les comparaisonsDividendes
0.5%
Rendement actuel des dividendes3%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/26 21:25 |
| Cours de l'action en fin de journée | 2026/07/24 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
RenaissanceRe Holdings Ltd. est couverte par 28 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jay Gelb | Barclays |
| Taylor Scott | Barclays |
| Josh Stirling | Bernstein |