RenaissanceRe Holdings Ltd.

NYSE:RNR Stock Report

Market Cap: US$12.0b

RenaissanceRe Holdings Future Growth

Future criteria checks 0/6

RenaissanceRe Holdings's revenue and earnings are forecast to decline at 9.3% and 19.3% per annum respectively. EPS is expected to decline by 14.7% per annum. Return on equity is forecast to be 14.6% in 3 years.

Key information

-19.3%

Earnings growth rate

-14.71%

EPS growth rate

Insurance earnings growth2.2%
Revenue growth rate-9.3%
Future return on equity14.55%
Analyst coverage

Good

Last updated27 May 2026

Recent future growth updates

Recent updates

Narrative 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.
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
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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 Alpha
Seeking 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
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New Narrative • 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 Alpha

Earnings and Revenue Growth Forecasts

NYSE:RNR - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20289,0251,642N/A3,9142
12/31/20278,9911,598N/A3,9004
12/31/20268,8691,494N/A3,9564
3/31/202611,5882,7264,2234,223N/A
12/31/202512,8622,6053,6933,693N/A
9/30/202512,2151,6693,9893,989N/A
6/30/202512,9751,9323,8963,896N/A
3/31/202512,6141,6073,6393,639N/A
12/31/202411,7711,8084,1654,165N/A
9/30/202412,6573,5573,8983,898N/A
6/30/202410,5622,5923,1813,181N/A
3/31/20249,5922,2932,1592,159N/A
12/31/20239,1762,4881,9121,912N/A
9/30/20237,9681,3832,1322,132N/A
6/30/20237,3943661,9611,961N/A
3/31/20236,445-1481,8711,871N/A
12/31/20225,117-1,0981,6041,604N/A
9/30/20224,510-1,3351,3031,303N/A
6/30/20224,772-9601,1691,169N/A
3/31/20225,328-1821,1971,197N/A
12/31/20215,319-741,2351,235N/A
9/30/20215,283-971,4651,465N/A
6/30/20215,0484001,4711,471N/A
3/31/20215,1305161,7241,724N/A
12/31/20205,1457231,9931,993N/A
9/30/20204,8825682,2032,203N/A
6/30/20204,6265572,2102,210N/A
3/31/20204,3003522,2362,236N/A
12/31/20194,205703N/A2,137N/A
9/30/20193,650587N/A1,598N/A
6/30/20193,225583N/A1,657N/A
3/31/20192,486410N/A1,636N/A
12/31/20182,087195N/A1,222N/A
9/30/20182,030275N/A1,313N/A
6/30/20182,031-263N/A1,054N/A
3/31/20182,043-281N/A787N/A
12/31/20172,093-245N/A1,026N/A
9/30/20171,961-173N/A706N/A
6/30/20171,774477N/A681N/A
3/31/20171,756440N/A687N/A
12/31/20161,742475N/A485N/A
9/30/20161,758497N/A633N/A
6/30/20161,668427N/A569N/A
3/31/20161,583365N/A532N/A
12/31/20151,518404N/A425N/A
9/30/20151,461481N/A429N/A
6/30/20151,365474N/A458N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: RNR's earnings are forecast to decline over the next 3 years (-19.3% per year).

Earnings vs Market: RNR's earnings are forecast to decline over the next 3 years (-19.3% per year).

High Growth Earnings: RNR's earnings are forecast to decline over the next 3 years.

Revenue vs Market: RNR's revenue is expected to decline over the next 3 years (-9.3% per year).

High Growth Revenue: RNR's revenue is forecast to decline over the next 3 years (-9.3% per year).

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: RNR's Return on Equity is forecast to be low in 3 years time (14.6%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/09 07:15
End of Day Share Price 2026/06/09 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

RenaissanceRe Holdings Ltd. is covered by 28 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jay GelbBarclays
Taylor ScottBarclays
Josh StirlingBernstein