RenaissanceRe Holdings（RNR）株式概要
ルネッサンス・リー・ホールディングス・リミテッドはその子会社とともに、米国および海外で再保険および保険商品を提供している。 詳細
RNR Community Fair Values
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Analyst Price Targets
RenaissanceRe Holdings Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$323.03 |
| 52週高値 | US$322.97 |
| 52週安値 | US$231.17 |
| ベータ | 0.19 |
| 1ヶ月の変化 | 15.22% |
| 3ヶ月変化 | 8.68% |
| 1年変化 | 32.99% |
| 3年間の変化 | 74.84% |
| 5年間の変化 | 117.03% |
| IPOからの変化 | 4,407.39% |
最新ニュース
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
ナラティブの更新 • 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.分析記事 • 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...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 Alphaナラティブの更新 • 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.分析記事 • 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...
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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
新しいナラティブ • 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.株主還元
| RNR | US Insurance | US 市場 | |
|---|---|---|---|
| 7D | 7.3% | 4.9% | -2.5% |
| 1Y | 33.0% | -1.2% | 19.0% |
業界別リターン: RNR過去 1 年間で-1.2 % の収益を上げたUS Insurance業界を上回りました。
リターン対市場: RNR過去 1 年間で19 % の収益を上げたUS市場を上回りました。
価格変動
| RNR volatility | |
|---|---|
| RNR Average Weekly Movement | 3.3% |
| Insurance Industry Average Movement | 4.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: RNR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: RNRの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1993 | 1,040 | Kevin O'Donnell | www.renre.com |
ルネッサンス・リー・ホールディングス（RenaissanceRe Holdings Ltd.）はその子会社とともに、米国および海外で再保険および保険商品を提供している。ルネッサンス・リー・ホールディングスはプロパティ、カジュアリティ、スペシャリティの各セグメントを通じて事業を展開している。プロパティ・セグメントは、ハリケーン、地震、台風、津波、冬の暴風雨、凍結、洪水、火災、暴風、竜巻、爆発、テロ行為などの自然災害や人為的災害を保険会社や再保険会社に保証するための損害超過再保険契約、および比例再保険、プロパティ・パー・リスク、プロパティ再保険、バインディング・ファシリティ、米国地域マルチライン再保険などのプロパティ・クラスの商品を販売している。損害保険・専門分野は、役員賠償責任、医療過誤、取引賠償責任、専門職業賠償責任、自動車・雇用者賠償責任、傷害衝突、アンブレラまたは超過傷害、労災、一般賠償責任、金融・抵当保証、政治的リスク、保証、取引信用、傷害・健康、農業、航空、建設、サイバー、エネルギー、海洋、衛星、テロリズムなど様々なクラスの商品を取り扱っている。同社は主に仲介業者を通じて商品とサービスを販売している。ファンドへの投資、運用も行う。ルネッサンス・リー・ホールディングスは1993年に設立され、バミューダのペンブロークに本社を置く。
RenaissanceRe Holdings Ltd. 基礎のまとめ
| RNR 基礎統計学 | |
|---|---|
| 時価総額 | US$13.63b |
| 収益（TTM） | US$2.73b |
| 売上高(TTM) | US$11.59b |
5.1x
PER（株価収益率1.2x
P/SレシオRNR は割高か？
公正価値と評価分析を参照収益と収入
| RNR 損益計算書（TTM） | |
|---|---|
| 収益 | US$11.59b |
| 売上原価 | US$6.28b |
| 売上総利益 | US$5.31b |
| その他の費用 | US$2.58b |
| 収益 | US$2.73b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 63.93 |
| グロス・マージン | 45.79% |
| 純利益率 | 23.52% |
| 有利子負債／自己資本比率 | 12.6% |
RNR の長期的なパフォーマンスは？
過去の実績と比較を見る| RenaissanceRe Holdings 配当日 | |
|---|---|
| 配当落ち日 | Jun 15 2026 |
| 配当支払日 | Jun 30 2026 |
| 配当落ちまでの日数 | 15 days |
| 配当支払日までの日数 | 0 days |
RNR 配当は確実ですか？
RNR 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/29 00:41 |
| 終値 | 2026/06/29 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
RenaissanceRe Holdings Ltd. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28
| アナリスト | 機関 |
|---|---|
| Jay Gelb | Barclays |
| Taylor Scott | Barclays |
| Josh Stirling | Bernstein |