RenaissanceRe Holdings (RNR) Hisse Özeti
RenaissanceRe Holdings Ltd. iştirakleri ile birlikte Amerika Birleşik Devletleri'nde ve uluslararası alanda reasürans ve sigorta ürünleri sağlamaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 0/6 |
| Geçmiş Performans | 6/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
RNR Community Fair Values
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Analyst Price Targets
RenaissanceRe Holdings Ltd. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$299.17 |
| 52 Haftanın En Yüksek Seviyesi | US$318.20 |
| 52 Haftanın En Düşük Seviyesi | US$231.17 |
| Beta | 0.19 |
| 1 Aylık Değişim | -0.46% |
| 3 Aylık Değişim | 2.90% |
| 1 Yıllık Değişim | 22.31% |
| 3 Yıllık Değişim | 59.31% |
| 5 Yıllık Değişim | 97.63% |
| Halka arzdan bu yana değişim | 4,074.46% |
Son Haberler & Güncellemeler
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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 AlphaRecent updates
Analiz Makalesi • 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...Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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
Yeni Anlatı • 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 AlphaHissedar Getirileri
| RNR | US Insurance | US Pazar | |
|---|---|---|---|
| 7D | -0.6% | -1.1% | 1.4% |
| 1Y | 22.3% | -5.4% | 25.7% |
Getiri vs. Endüstri: RNR geçen yıl % -5.4 oranında getiri sağlayan US Insurance sektörünü aştı.
Getiri vs Piyasa: RNR geçen yıl % 25.7 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| RNR volatility | |
|---|---|
| RNR Average Weekly Movement | 3.1% |
| Insurance Industry Average Movement | 4.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: RNR son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: RNR 'nin haftalık oynaklığı ( 3% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1993 | 1,040 | Kevin O'Donnell | www.renre.com |
RenaissanceRe Holdings Ltd., bağlı ortaklıkları ile birlikte Amerika Birleşik Devletleri'nde ve uluslararası alanda reasürans ve sigorta ürünleri sağlamaktadır. Şirket, Mülkiyet, Kaza ve Uzmanlık segmentleri aracılığıyla faaliyet göstermektedir. Mülk segmenti, sigorta ve reasürans şirketlerini kasırgalar, depremler, tayfunlar ve tsunamilerin yanı sıra kış fırtınaları, donmalar, seller, yangınlar, rüzgar fırtınaları, kasırgalar, patlamalar ve terör eylemleri dahil olmak üzere doğal ve insan kaynaklı felaketlere karşı sigortalamak için mülk katastrofik hasar fazlası reasürans sözleşmeleri ve bölüşmeli reasürans, risk başına mülk, mülk reasüransı, bağlayıcı tesisler ve bölgesel ABD çok hatlı reasürans gibi diğer mülk sınıfı ürünler yazmaktadır.
RenaissanceRe Holdings Ltd. Temel Bilgiler Özeti
| RNR temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$12.75b |
| Kazançlar(TTM) | US$2.73b |
| Gelir(TTM) | US$11.59b |
4.7x
F/K Oranı1.1x
P/S OranıRNR aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| RNR gelir tablosu (TTM) | |
|---|---|
| Gelir | US$11.59b |
| Gelir Maliyeti | US$6.28b |
| Brüt Kâr | US$5.31b |
| Diğer Giderler | US$2.58b |
| Kazançlar | US$2.73b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 63.93 |
| Brüt Marj | 45.79% |
| Net Kâr Marjı | 23.52% |
| Borç/Özkaynak Oranı | 12.6% |
RNR uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.5%
Mevcut Temettü Verimi3%
Ödeme OranıRNR güvenilir bir temettü ödüyor mu?
RNR temettü geçmişine ve kıyaslamalara bakın| RenaissanceRe Holdings temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | Jun 15 2026 |
| Temettü Ödeme Tarihi | Jun 30 2026 |
| Eski temettüye kadar geçen günler | 6 days |
| Temettü ödeme tarihine kadar geçen günler | 9 days |
RNR güvenilir bir temettü ödüyor mu?
RNR temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/20 17:43 |
| Gün Sonu Hisse Fiyatı | 2026/06/18 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
RenaissanceRe Holdings Ltd. 28 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Jay Gelb | Barclays |
| Taylor Scott | Barclays |
| Josh Stirling | Bernstein |