Zacks Research Forecasts Stronger Earnings for RenaissanceRe

RenaissanceRe Holdings Ltd. (NYSE:RNR) – Stock analysts at Zacks Research increased their Q4 2025 earnings estimates for RenaissanceRe in a research report issued to clients and investors on Monday, February 10th. Zacks Research analyst K. Dey now anticipates that the insurance provider will post earnings per share of $8.71 for the quarter, up from their previous estimate of $8.57. The consensus estimate for RenaissanceRe’s current full-year earnings is $29.92 per share. Zacks Research also issued estimates for RenaissanceRe’s Q4 2026 earnings at $10.44 EPS.

RenaissanceRe (NYSE:RNR) last released its quarterly earnings results on Tuesday, January 28th. The insurance provider reported $8.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.94 by $1.12. RenaissanceRe had a net margin of 15.99% and a return on equity of 23.41%.

Several other equities analysts also recently issued reports on RNR. JPMorgan Chase & Co. raised their price target on shares of RenaissanceRe from $280.00 to $284.00 and gave the company a “neutral” rating in a research note on Friday, January 3rd. Jefferies Financial Group reissued a “hold” rating and set a $282.00 target price (down previously from $304.00) on shares of RenaissanceRe in a research note on Wednesday, December 18th. Barclays downgraded shares of RenaissanceRe from an “equal weight” rating to an “underweight” rating and lowered their target price for the stock from $284.00 to $234.00 in a research note on Monday, January 6th. Keefe, Bruyette & Woods lowered their target price on shares of RenaissanceRe from $318.00 to $294.00 and set an “outperform” rating for the company in a research note on Tuesday, February 4th. Finally, StockNews.com downgraded shares of RenaissanceRe from a “buy” rating to a “hold” rating in a research note on Tuesday, October 22nd. Two research analysts have rated the stock with a sell rating, six have given a hold rating and four have given a buy rating to the company’s stock. According to MarketBeat.com, RenaissanceRe has a consensus rating of “Hold” and a consensus price target of $279.90.

RenaissanceRe Price Performance

RNR stock opened at $230.93 on Wednesday. The company has a fifty day moving average price of $251.89 and a 200-day moving average price of $257.91. The company has a market capitalization of $11.99 billion, a P/E ratio of 6.59, a PEG ratio of 1.91 and a beta of 0.43. RenaissanceRe has a 52-week low of $208.98 and a 52-week high of $300.00. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.43 and a current ratio of 1.42.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the business. Boston Partners grew its holdings in shares of RenaissanceRe by 28.5% during the fourth quarter. Boston Partners now owns 2,013,382 shares of the insurance provider’s stock valued at $500,991,000 after buying an additional 446,781 shares during the last quarter. Impax Asset Management Group plc grew its holdings in shares of RenaissanceRe by 10.8% during the fourth quarter. Impax Asset Management Group plc now owns 1,880,166 shares of the insurance provider’s stock valued at $466,969,000 after buying an additional 182,530 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of RenaissanceRe by 24.3% during the fourth quarter. Geode Capital Management LLC now owns 1,144,805 shares of the insurance provider’s stock valued at $284,907,000 after buying an additional 223,991 shares during the last quarter. Norges Bank acquired a new position in shares of RenaissanceRe during the fourth quarter valued at about $173,530,000. Finally, Sei Investments Co. lifted its position in shares of RenaissanceRe by 19.5% during the fourth quarter. Sei Investments Co. now owns 183,835 shares of the insurance provider’s stock valued at $45,744,000 after purchasing an additional 29,974 shares in the last quarter. 99.97% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, EVP David E. Marra sold 1,000 shares of RenaissanceRe stock in a transaction dated Wednesday, January 15th. The shares were sold at an average price of $254.16, for a total transaction of $254,160.00. Following the completion of the transaction, the executive vice president now directly owns 79,392 shares in the company, valued at $20,178,270.72. This trade represents a 1.24 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 1.30% of the company’s stock.

RenaissanceRe Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 31st. Shareholders of record on Friday, March 14th will be issued a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a yield of 0.69%. This is a boost from RenaissanceRe’s previous quarterly dividend of $0.39. The ex-dividend date is Friday, March 14th. RenaissanceRe’s dividend payout ratio (DPR) is presently 4.45%.

About RenaissanceRe

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 and excess of loss reinsurance 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.