Inside the research
RenaissanceRe Holdings Ltd.
RNR Research profile · latest available data
Price overview
$325.60
▼ -4.82 (-1.5%)
| 52w hi | $337.55 |
|---|---|
| 52w lo | $230.66 |
| Vol | 280.40K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.28
| Short | +0.35 |
|---|---|
| Medium | +0.30 |
| Long | +0.12 |
computed 2026-09-27
Key fundamentals
RenaissanceRe Holdings Ltd.
Financial Services · Insurance - Reinsurance
| Market cap | $13.53B |
|---|---|
| Enterprise value | -$6.48B |
| Trailing P/E | 5.65x |
| Forward P/E | 7.94x |
| P / S (ttm) | 1.21x |
| Profit margin | 23.6% |
| Return on equity | 21.5% |
| Revenue growth | -13.2% |
| Earnings growth | -10.0% |
| Debt / equity | 12.21 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.21 | |
| Sector | +0.02 | |
| Technical | +0.24 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
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.
Risk Metrics
| Beta vs SPX | 0.24 |
|---|---|
| Corr SPX | 0.14 |
| Annual vol | 26.4% |
| Annual ret | +14.1% |
| Sharpe | 0.53 |
| Max DD | -23.3% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $328.07 |
|---|---|
| High / Low | $431.00 / $296.00 |
| Median | $326.00 |
| Analysts | 15 |
| Strong Buy | 0 | |
|---|---|---|
| Buy | 3 | |
| Hold | 13 | |
| Sell | 1 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-04 | UBS | → Neutral |
| 2026-05-01 | Citigroup | → Neutral |
| 2026-04-30 | Wells Fargo | → Equal-Weight |
| 2026-04-29 | Barclays | → Equal-Weight |
| 2026-04-14 | B of A Securities | → Buy |
| 2026-04-13 | Mizuho | → Neutral |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-22 | Earnings Release, Exhibits | read |
| 2026-05-14 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-05-06 | Officer / Director Change, Shareholder Vote… | read |
| 2026-04-28 | Earnings Release, Exhibits | read |
| 2026-02-03 | Earnings Release, Exhibits | read |
| 2025-12-22 | Material Agreement, Material Obligation… | read |
| 2025-10-28 | Earnings Release, Exhibits | read |
| 2025-07-23 | Earnings Release, Exhibits | read |
| 2025-06-03 | Reg FD Disclosure | read |
| 2025-05-08 | Shareholder Vote | read |
| 2025-04-23 | Earnings Release, Exhibits | read |
| 2025-02-27 | Other Material Event, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-28 | Qutub Robert | EVP, Chief Financial Offi | Sell | 1.58K | $525.48K |
| 2026-07-28 | Qutub Robert | EVP, Chief Financial Offi | Sell | 2.64K | $879.73K |
| 2026-07-28 | Qutub Robert | EVP, Chief Financial Offi | Sell | 778 | $259.93K |
| 2026-05-18 | Sanders Carol P | Sell | 1.48K | $439.79K | |
| 2026-05-11 | Klehm Henry III | Grant | 506 | — | |
| 2026-05-11 | Hooley Stephen C | Grant | 591 | — | |
| 2026-03-10 | Bender Shannon Lowry | EVP, General Counsel & Se | Disposal | 483 | — |
| 2026-03-10 | Bender Shannon Lowry | EVP, General Counsel & Se | Withheld for tax | 1.52K | $453.26K |
| 2026-03-10 | Marra David E | EVP,Chief Underwriting Of | Disposal | 652 | — |
| 2026-03-10 | Marra David E | EVP,Chief Underwriting Of | Withheld for tax | 2.63K | $781.69K |
Flow & Concentration
| Insider 180d net | -$2.10M |
|---|---|
| Insider buys / sells | 0 / 4 |
| Insider bias | Sellers |
| 13F holders | 8 |
| Top-5 share | 98.4% |
| HHI | 4,412 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $510.57M | 1.61M |
| AQR Capital Management | $172.12M | 543.12K |
| Capital Research / Capital World | $76.55M | 241.56K |
| Fidelity / FMR LLC | $24.52M | 77.38K |
| Bridgewater Associates | $23.96M | 75.61K |
| Millennium Management | $8.17M | 25.77K |
| Citadel Advisors | $4.83M | 15.23K |
| T. Rowe Price Group | $265.25K | 837.01K |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.13% |
|---|---|
| $ / share (TTM) | $0.41 |
| 5y CAGR | -3.0% |
Annual dividend per share
| 2021 | $1.44 |
|---|---|
| 2022 | $1.48 |
| 2023 | $1.52 |
| 2024 | $1.56 |
| 2025 | $1.20 |
| 2026 | $0.41 |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $12.85B | +16.7% | |
| Net income | $2.68B | +41.6% | |
| Cash from ops | $4.16B | +14.5% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $331.74 | $331.74 | $325.56 | $325.60 | 280.40K |
| Sep 24 | $330.08 | $333.67 | $330.04 | $330.42 | 273.70K |
| Sep 23 | $327.49 | $331.41 | $322.41 | $328.80 | 323.20K |
| Sep 22 | $326.36 | $328.13 | $321.80 | $325.90 | 362.50K |
| Sep 21 | $326.99 | $330.65 | $325.12 | $326.29 | 302.30K |
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