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RenaissanceRe Holdings Ltd. Stock Price

NYSE:RNR Community·US$13.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 13 Fair Values set on narratives written by author

RNR Share Price Performance

US$323.06
91.11 (39.28%)
US$325.47
Fair Value
US$323.06
91.11 (39.28%)
0.7% undervalued intrinsic discount
US$325.47
Fair Value
Price US$323.06
AnalystConsensusTarget US$325.47
AnalystLowTarget US$300.00
AnalystHighTarget US$390.73

RNR Community Narratives

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Fair Value US$325.47 0.7% undervalued intrinsic discount

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

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Fair Value US$300 7.7% overvalued intrinsic discount

Rising Catastrophes And Intensifying Competition Will Undercut Reinsurance Portfolios

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Fair Value US$390.73 17.3% undervalued intrinsic discount

Advanced Analytics And ILS Will Reshape Reinsurance Amid Cat Risks

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US$325.47
0.7% undervalued intrinsic discount
Revenue
-11.04% p.a.
Profit Margin
15.92%
Future PE
10.47x
Price in 2029
US$396.51
US$390.73
17.3% undervalued intrinsic discount
Revenue
-8.35% p.a.
Profit Margin
17.87%
Future PE
10.24x
Price in 2029
US$476.02

Trending Discussion

No trending discussion available.

Updated Narratives

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RNR: Fair Outlook Will Balance Softer Reinsurance Pricing And Leadership Transitions

Fair Value: US$300 7.7% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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RNR: Future Returns Will Balance Buybacks With Softer Property Catastrophe Pricing

Fair Value: US$325.47 0.7% undervalued intrinsic discount
3 users have set this as their fair value
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RNR: Underwriting Execution And Share Repurchases Will Drive Future Earnings Quality

Fair Value: US$390.73 17.3% undervalued intrinsic discount
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Snowflake Analysis

Outstanding track record and undervalued.

1 Risk
3 Rewards

RenaissanceRe Holdings Ltd. Key Details

US$11.6b

Revenue

US$6.3b

Cost of Revenue

US$5.3b

Gross Profit

US$2.6b

Other Expenses

US$2.7b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 22, 2026
63.93
45.79%
23.52%
12.6%
View Full Analysis

About RNR

Founded
1993
Employees
1040
CEO
Kevin O'Donnell
WebsiteView website
www.renre.com

RenaissanceRe Holdings Ltd., together with its subsidiaries, provides reinsurance and insurance products in the United States and internationally. The company operates through Property, and Casualty and Specialty segments. The Property segment writes property catastrophe excess of loss reinsurance contracts to insure insurance and reinsurance companies against natural and man-made catastrophes, including hurricanes, earthquakes, typhoons, and tsunamis, as well as winter storms, freezes, floods, fires, windstorms, tornadoes, explosions, and acts of terrorism; and other property class of products, such as proportional reinsurance, property per risk, property reinsurance, binding facilities, and regional U.S. multi-line reinsurance. The Casualty and Specialty segment writes various classes of products, such as directors and officers, medical malpractice, transactional liability, and professional indemnity; automobile and employer’s liability, casualty clash, umbrella or excess casualty, workers’ compensation, and general liability; financial and mortgage guaranty, political risk, surety, and trade credit; and accident and health, agriculture, aviation, construction, cyber, energy, marine, satellite, and terrorism. The company distributes products and services primarily through intermediaries. It invests in and manages funds. RenaissanceRe Holdings Ltd. was incorporated in 1993 and is headquartered in Pembroke, Bermuda.

Recent RNR News & Updates

Narrative Update 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 Alpha

Recent updates

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