RenaissanceRe Holdings (RNR) 주식 개요
는 자회사와 함께 미국 및 전 세계에 재보험 및 보험 상품을 제공합니다. 자세히 보기
RNR Community Fair Values
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Analyst Price Targets
RenaissanceRe Holdings Ltd. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$280.35 |
| 52주 최고가 | US$318.20 |
| 52주 최저가 | US$231.17 |
| 베타 | 0.23 |
| 1개월 변동 | -7.70% |
| 3개월 변동 | -7.31% |
| 1년 변동 | 12.40% |
| 3년 변동 | 47.30% |
| 5년 변동 | 85.97% |
| IPO 이후 변동 | 3,811.86% |
최근 뉴스 및 업데이트
Seeking Alpha • May 23
RenaissanceRe: Investment Grade Preferred Equity Yields Almost 7%
Summary RenaissanceRe delivered robust Q1 results, with $285M net income to common shareholders and a 22% annualized operating ROE, despite unrealized investment losses. RNR's preferred shares, particularly Series F, offer a compelling 6.85% stripped yield, underpinned by a low payout ratio and over $10B in common equity. Over $2.2B in fixed income investments mature within a year, allowing RNR to redeploy into higher-yielding securities as rates rise, potentially boosting EPS. I maintain initial long positions in both RNR's Series F preferred and common shares, favoring the strong balance sheet and ongoing share buybacks. Read the full article on Seeking Alpha
내러티브 업데이트 • 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
Seeking Alpha • May 23
RenaissanceRe: Investment Grade Preferred Equity Yields Almost 7%
Summary RenaissanceRe delivered robust Q1 results, with $285M net income to common shareholders and a 22% annualized operating ROE, despite unrealized investment losses. RNR's preferred shares, particularly Series F, offer a compelling 6.85% stripped yield, underpinned by a low payout ratio and over $10B in common equity. Over $2.2B in fixed income investments mature within a year, allowing RNR to redeploy into higher-yielding securities as rates rise, potentially boosting EPS. I maintain initial long positions in both RNR's Series F preferred and common shares, favoring the strong balance sheet and ongoing share buybacks. Read the full article on Seeking Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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
새로운 내러티브 • 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 Alpha주주 수익률
| RNR | US Insurance | US 시장 | |
|---|---|---|---|
| 7D | -5.1% | -3.9% | 1.5% |
| 1Y | 12.4% | -12.6% | 28.6% |
수익률 대 산업: RNR은 지난 1년 동안 -12.6%의 수익을 기록한 US Insurance 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: RNR은 지난 1년 동안 28.6%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| RNR volatility | |
|---|---|
| RNR Average Weekly Movement | 2.5% |
| Insurance Industry Average Movement | 4.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
안정적인 주가: RNR는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: RNR의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1993 | 1,040 | Kevin O'Donnell | www.renre.com |
는 자회사와 함께 미국 및 전 세계에 재보험 및 보험 상품을 제공합니다. 회사는 재산, 상해 및 특수 부문을 통해 운영됩니다. 재산 부문은 허리케인, 지진, 태풍, 쓰나미, 겨울 폭풍, 동결, 홍수, 화재, 폭풍, 토네이도, 폭발, 테러 행위 등 자연재해 및 인위적 재해와 비례 재보험, 위험별 재산, 재산 재보험, 구속 시설, 미국 지역 다중 라인 재보험 등 기타 재산 종류 상품에 대해 보험 및 재보험 회사를 보장하는 재산 재해 초과 손실 재보험 계약을 체결합니다.
RenaissanceRe Holdings Ltd. 기초 지표 요약
| RNR 기초 통계 | |
|---|---|
| 시가총액 | US$12.18b |
| 순이익 (TTM) | US$2.73b |
| 매출 (TTM) | US$11.59b |
4.4x
주가수익비율(P/E)1.0x
주가매출비율(P/S)RNR는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| RNR 손익계산서 (TTM) | |
|---|---|
| 매출 | US$11.59b |
| 매출원가 | US$6.28b |
| 총이익 | US$5.31b |
| 기타 비용 | US$2.58b |
| 순이익 | US$2.73b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 63.93 |
| 총이익률 | 45.79% |
| 순이익률 | 23.52% |
| 부채/자본 비율 | 12.6% |
RNR의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| RenaissanceRe Holdings 배당 일정 | |
|---|---|
| 배당락일 | Jun 15 2026 |
| 배당 지급일 | Jun 30 2026 |
| 배당락일까지 남은 일수 | 16 days |
| 배당 지급일까지 남은 일수 | 31 days |
RNR는 안정적으로 배당을 지급합니까?
RNR 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/29 04:18 |
| 종가 | 2026/05/29 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
RenaissanceRe Holdings Ltd.는 29명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jay Gelb | Barclays |
| Taylor Scott | Barclays |
| Josh Stirling | Bernstein |