Director at RenaissanceRe (NYSE: RNR) sells 1,479 common shares
Carol P. Sanders, a director at RenaissanceRe (NYSE: RNR), sold 1,479 shares of common stock on May 18, 2026, at an average price of $297.355 per share. Following this open-market transaction, her direct ownership in the company stands at 5,762 shares. This insider sale was disclosed in a Form 4 filing, indicating a total transaction value of approximately $440,000.
Renaissancere Holdings Insider Sold Shares Worth $439,788, According to a Recent SEC Filing
An insider at Renaissancere Holdings sold shares valued at $439,788, as reported in a recent SEC filing. The article from MT Newswires highlights this transaction. RenaissanceRe Holdings Ltd. is a global provider of reinsurance and insurance, specializing in property, casualty, and specialty lines.
RenaissanceRe (RNR) Form 144: Insider proposed sale via Merrill Lynch
RenaissanceRe Holdings Ltd. (RNR) has filed a Form 144, indicating a proposed sale of Common Stock through Merrill Lynch. The filing, dated May 18, 2026, details vested restricted stock unit awards totaling 1,479 shares (483 shares from 2019 and 996 shares from 2020) that are intended for sale. A Form 144 signals an insider's intent to sell registered shares but does not confirm the completion or proceeds of the sale.
A Look At RenaissanceRe Holdings (NYSE:RNR) Valuation After Recent Share Price Pullback
RenaissanceRe Holdings (RNR) has experienced mixed share performance recently, with a general pullback over the short term but strong returns over longer periods. The stock currently trades at a discount to the average analyst price target and is deemed "undervalued" with a fair value narrative suggesting an upside based on diversified earnings and buyback assumptions. However, potential risks include large catastrophe losses or increased competition and regulation.
RenaissanceRe Announces CFO and Portfolio Leadership Succession
RenaissanceRe (RNR) announced the upcoming retirements of CFO Robert Qutub and Chief Portfolio Officer Ross Curtis, effective December 31, 2026. Matthew Neuber will succeed Qutub as Executive Vice President, CFO, and Corporate Treasurer, while David Marra will take over Curtis's responsibilities. This succession plan highlights the company's focus on internal leadership development and ensuring a smooth transition.
RenRe’s Qutub and Curtis to retire at year-end, Neuber named CFO
RenaissanceRe Holdings Ltd. (RenRe) announced that CFO Robert "Bob" Qutub and Chief Portfolio Officer Ross Curtis will retire at the end of 2026. Matthew Neuber, currently Senior Financial Officer and Corporate Treasurer, will succeed Qutub as CFO, effective January 1, 2027. David Marra, Group Chief Underwriting Officer, will take over Curtis's responsibilities to ensure a smooth leadership transition.
RenaissanceRe Holdings Names Neuber as CFO
RenaissanceRe Holdings has appointed Neuber as its new CFO. The article also briefly mentions Unity Software's fourth-quarter financial results, including a 35% year-over-year revenue increase to $609 million, surpassing estimates, and a quarterly loss of 66 cents per share.
RenaissanceRe Holdings Ltd. announces planned leadership succession
RenaissanceRe Holdings Ltd. announced a planned leadership succession. The complete details of this announcement are reserved for members of MarketScreener. The company, a global provider of reinsurance and insurance, has been active recently with dividend declarations, analyst price target adjustments, and earnings reports.
RenaissanceRe (NYSE: RNR) reports $406.3M in 13F holdings (5 positions)
RenaissanceRe Holdings Ltd. (RNR) has filed its Form 13F, reporting institutional holdings totaling $406.3 million across 5 positions. The filing, signed by Shannon L. Bender and dated May 14, 2026, also indicates the inclusion of 3 other affiliated managers in this consolidated report. This routine regulatory disclosure provides a snapshot of the manager's US-equity positions as of the reporting period.
RenaissanceRe Holdings Ltd. Announces Planned Leadership Succession
RenaissanceRe Holdings Ltd. (NYSE: RNR) announced a planned leadership succession, with CFO Robert "Bob" Qutub and Chief Portfolio Officer Ross Curtis set to retire on December 31, 2026. Matthew Neuber will succeed Mr. Qutub as CFO effective January 1, 2027, and David Marra will assume oversight of Mr. Curtis's responsibilities. The company highlighted Mr. Qutub's contributions to RenaissanceRe's growth and financial resilience, and praised Mr. Curtis's impact on portfolio construction and culture over his long tenure.
Capital World Investors Holds 3.4% of RenaissanceRe (RNR) in Amended 13G/A
Capital World Investors (CWI) has filed an amended Schedule 13G/A, reporting a beneficial ownership of 1,478,491 shares in RenaissanceRe Holdings Ltd. (RNR), which constitutes 3.4% of the company's outstanding shares. CWI, a division of Capital Research and Management Company, stated it has sole voting and dispositive power over these shares, indicating a passive institutional ownership below the 5% threshold that typically triggers additional scrutiny. The filing provides key financial figures and terms related to this update, clarifying CWI's position and control without signaling any intent to influence company control.
FY2026 EPS Estimates for RenaissanceRe Increased by Analyst
Zacks Research has increased its FY2026 EPS estimate for RenaissanceRe (NYSE:RNR) to $38.39, although this is still slightly below the current consensus of $39.08. This revision follows the company's recent beat on quarterly profit expectations with an EPS of $13.75, despite a 36.8% year-over-year decline in revenue. Analyst sentiment remains mixed with an average "Hold" rating and an average price target of $322.93.
[Form 3] RENAISSANCERE HOLDINGS LTD Initial Statement of Beneficial Ownership
Stephen C. Hooley, a director at RenaissanceRe Holdings Ltd. (RNR), filed an initial Form 3, which is a required statement for company insiders. The filing indicates no equity transactions or derivative positions, meaning no buy or sell activity was reported at the time of the statement. Hooley was elected to the board effective May 5, 2026, and will receive an annual restricted stock grant as part of the director compensation program.
[Form 4] RENAISSANCERE HOLDINGS LTD Insider Trading Activity
RenaissanceRe Holdings Ltd. director Henry Klehm III was granted 506 restricted shares of common stock, effective May 11, 2026, as per a recent Form 4 filing. This award, with a stated price of $0.00 per share, was issued under the 2026 Long Term Incentive Plan and reflects his new position as Non-Executive Chair of the Board. The shares will vest in three equal annual installments starting March 1, 2027, bringing his direct holdings to 20,811 shares, with an additional 13 shares held indirectly.
[Form 4] RENAISSANCERE HOLDINGS LTD Insider Trading Activity
RenaissanceRe Holdings Ltd. director Stephen C. Hooley was granted 591 restricted shares of common stock under the company’s 2026 Long Term Incentive Plan. These shares, valued at $0.00 per share, will vest in three equal annual installments starting March 1, 2027. Following this transaction, Hooley directly holds 591 shares.
RenaissanceRe Chair Change And Renewed Buybacks Focus Attention On Capital Use
RenaissanceRe Holdings (NYSE:RNR) has appointed Henry Klehm III as Non-Executive Chair and authorized a new $750 million share repurchase program, highlighting shifts in board oversight and capital allocation. This comes as the stock trades around $300.84, with significant multi-year share price gains and solid Q1 2026 profitability. Investors will be watching how these changes influence future operating results, risk appetite, and the balance between capital returns and growth.
RenaissanceRe Chair Change And Renewed Buybacks Focus Attention On Capital Use
RenaissanceRe Holdings (NYSE:RNR) has appointed Henry Klehm III as Non-Executive Chair and renewed its share repurchase program for up to $750 million, signaling a focus on governance and capital allocation. These moves occur as the stock trades around $300.84, following significant multi-year share price gains. Investors will be watching how the new leadership influences board priorities and how actively the buyback capacity is utilized in balancing capital strength with shareholder returns amidst potential earnings decline and increasing catastrophe risk.
Number of shareholders of RenaissanceRe Holdings Ltd. – NYSE:RNR
The article provides information about the number of shareholders of RenaissanceRe Holdings Ltd. (NYSE: RNR). It includes a table showing the period, value, change, and percentage change. This data is provided by ICE Data Services and FactSet Research Systems Inc.
RenaissanceRe Shareholders Approve New 2026 Long-Term Incentive Plan
RenaissanceRe shareholders have approved a new 2026 Long-Term Incentive Plan during their Annual General Meeting on May 5, 2026, which authorizes 1,250,000 new common shares for stock-based awards. This plan replaces the previous 2016 plan and aims to align the interests of employees, officers, directors, and consultants with shareholders. The approval also included the election of new directors, advisory approval of executive compensation, and ratification of the independent auditor, PricewaterhouseCoopers Ltd.
UBS Group AG Purchases 40,273 Shares of RenaissanceRe Holdings Ltd. $RNR
UBS Group AG significantly increased its stake in RenaissanceRe Holdings Ltd. (NYSE:RNR) by 41.8% in the fourth quarter, acquiring 40,273 additional shares to hold a total of 136,696 shares valued at approximately $38.4 million. This move is part of a broader trend where institutional investors now own nearly all of the company's stock, with other notable increases from Lightrock Netherlands B.V. and M&T Bank Corp. RenaissanceRe recently exceeded quarterly EPS estimates, though revenue declined year-over-year, and analysts currently hold a consensus "Hold" rating with a $322.93 price target.
RenRe appoints Henry Klehm as Non-Executive Chair of Board, declares quarterly dividend
RenaissanceRe Holdings Ltd. (RenRe) has appointed Henry Klehm as Non-Executive Chair of its Board of Directors, succeeding James L. Gibbons. The company also elected Stephen C. Hooley as an independent director and declared a quarterly dividend of $0.41 per common share, payable on June 30, 2026. Additionally, RenRe renewed its share repurchase program, authorizing up to $750 million.
RenaissanceRe Holdings Ltd. (NYSE:RNR) Announces $0.41 Quarterly Dividend
RenaissanceRe Holdings Ltd. (NYSE:RNR) has announced a quarterly dividend of $0.41 per share, payable on June 30th to shareholders of record on June 15th. This represents an annual dividend of $1.64, yielding about 0.5%, and marks the 30th consecutive year the company has increased its dividend. The dividend is well-covered by earnings, with a low payout ratio of approximately 4.5%.
RENAISSANCERE HOLDINGS LTD 4.20% DEP SHS EACH REP A 1/1000 PRF SR G To Go Ex-Dividend On May 29th, 2026 With 0.2625 USD Dividend Per Share
RENAISSANCERE HOLDINGS LTD 4.20% DEP SHS EACH REP A 1/1000 PRF SR G is set to go ex-dividend on May 29th, 2026. The company will issue a dividend of 0.2625 USD per share. Investors wishing to receive this dividend must own shares before the ex-dividend date.
RenaissanceRe Shareholders Approve New 2026 Long-Term Incentive Plan
RenaissanceRe Holdings shareholders have approved a new 2026 Long-Term Incentive Plan, which replaces a prior plan and authorizes 1,250,000 new common shares for equity awards. This decision, made at the Annual General Meeting, aims to attract and retain key talent by better aligning their interests with those of shareholders. Additionally, shareholders approved director elections, executive compensation, and the appointment of PricewaterhouseCoopers Ltd. as the independent auditor.
RenaissanceRe Appoints Freda C. Lewis-Hall to Board, Declares $0.42 Dividend
RenaissanceRe Holdings Ltd. announced several corporate actions, including the appointment of Freda C. Lewis-Hall, M.D., Ph.D., to its Board of Directors, effective May 6, 2026, following the retirement of Michael J. Roberts. The company also declared a quarterly dividend of $0.42 per common share, payable on May 31, 2026, to shareholders of record on May 15, 2026. Additionally, the Board renewed its share repurchase program, authorizing up to $500 million in common share repurchases.
RenaissanceRe Holdings Ltd. Announces Board of Directors Changes, Declares Quarterly Dividend and Approves Renewal of Share Repurchase Program
RenaissanceRe Holdings Ltd. announced several changes to its Board of Directors, including the appointment of Henry Klehm III as Non-Executive Chair and Stephen C. Hooley as an independent director. The company also declared a quarterly dividend of $0.37 per common share and approved the renewal of its share repurchase program, increasing the total authorized amount to $750.0 million. These actions reflect RenaissanceRe's ongoing commitment to leadership development and shareholder value.
RenaissanceRe Holdings Ltd. Announces Board of Directors Changes, Declares Quarterly Dividend and Approves Renewal of Share Repurchase Program
RenaissanceRe Holdings Ltd. announced significant changes to its Board of Directors, including the appointment of Henry Klehm III as Non-Executive Chair and the election of Stephen C. Hooley as an independent director. The company also declared a quarterly dividend of $0.41 per common share and renewed its share repurchase program, increasing the total authorization to $750.0 million. These actions highlight RenaissanceRe's ongoing strategic management and commitment to shareholder value.
KBW Maintains RenaissanceRe Holdings(RNR.US) With Hold Rating, Maintains Target Price $327
KBW has reiterated its Hold rating for RenaissanceRe Holdings (RNR.US) and maintained its price target at $327. This decision suggests the firm views the company's current valuation as fair, anticipating no significant short-term upside or downside based on available information.
Surging EPS And Buybacks Could Be A Game Changer For RenaissanceRe Holdings (RNR)
RenaissanceRe Holdings recently reported strong first-quarter 2026 results, with basic EPS roughly doubling year-on-year despite lower revenue. The company also completed a significant share buyback, covering 5.24% of its shares, which has amplified the impact of stronger earnings. This financial shift, alongside underwriting discipline and data-driven risk selection, is influencing RenaissanceRe's investment narrative, though climate and catastrophe risks remain a key concern.
Surging EPS And Buybacks Could Be A Game Changer For RenaissanceRe Holdings (RNR)
RenaissanceRe Holdings (RNR) recently reported strong Q1 2026 results with a significant increase in basic earnings per share and a substantial share buyback of US$667.59 million, covering 5.24% of its shares. This performance highlights an improved financial profile despite lower revenue, making profitability and capital returns key aspects of its investment narrative. While the buyback amplifies earnings per share and signals management's confidence, the company's rising catastrophe exposure remains a significant risk factor.
UBS Adjusts Price Target on RenaissanceRe Holdings to $326 From $319, Maintains Neutral Rating
UBS has adjusted its price target for RenaissanceRe Holdings (RNR) to $326, an increase from the previous $319. The firm has decided to maintain a Neutral rating on the stock. This update reflects UBS's revised outlook for the Bermuda-based reinsurance company.
Research Alert: CFRA Keeps Buy Opinion On Shares Of Renaissancere Holdings Ltd.
CFRA has reiterated its "Buy" opinion on shares of Renaissancere Holdings Ltd. The company's stock is currently trading near the upper end of its 52-week range. CFRA attributes the positive rating to attractive growth prospects and a favorable current valuation.
UBS Adjusts Price Target on RenaissanceRe Holdings to $326 From $319, Maintains Neutral Rating
UBS has increased its price target for RenaissanceRe Holdings (RNR) to $326 from $319, while keeping a Neutral rating on the stock. This adjustment comes after other recent analyst activities, including Cantor Fitzgerald upgrading the company to Overweight with a significantly raised price target of $340 from $238. RenaissanceRe Holdings specializes in reinsurance and reported its Q1 2026 earnings recently.
Avoiding Lag: Real-Time Signals in (RNR) Movement
This article provides a real-time signal analysis for Renaissancere Holdings Ltd. (NYSE: RNR), highlighting weak near-term sentiment despite potential long-term strength. It outlines three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also includes a multi-timeframe signal breakdown for RNR, showing varying signal strengths and support/resistance levels.
Estate Counselors LLC Invests $2.95 Million in RenaissanceRe Holdings Ltd. $RNR
Estate Counselors LLC has initiated a new position in RenaissanceRe Holdings Ltd. (NYSE:RNR), acquiring 10,479 shares valued at approximately $2.95 million. RenaissanceRe, an insurance provider, recently surpassed quarterly EPS expectations and boasts strong profitability metrics. The stock is predominantly held by institutional investors, with a consensus "Hold" rating from analysts and a target price of $321.93.
Horizon Investments LLC Buys 24,752 Shares of RenaissanceRe Holdings Ltd. $RNR
Horizon Investments LLC significantly increased its stake in RenaissanceRe Holdings Ltd. by 247,520% in Q4, acquiring 24,752 additional shares, bringing their total to 24,762 shares valued at $6.962 million. RenaissanceRe recently reported strong Q1 earnings per share of $13.75, beating estimates, though revenue declined year-over-year. The company also raised its quarterly dividend, and analysts maintain a "Hold" rating with an average price target of $321.93.
RenaissanceRe Holdings Ltd. (NYSE:RNR) Receives Consensus Rating of "Hold" from Brokerages
RenaissanceRe Holdings Ltd. (NYSE:RNR) has received a consensus "Hold" rating from brokerages, with an average 12-month price target of $321.93. The company's Q1 earnings of $13.75 per share beat estimates, though revenue of $2.19 billion missed expectations, a 36.8% year-over-year decline. Institutional ownership in RNR is substantial at 99.97%.
A Look At RenaissanceRe Holdings (RNR) Valuation After Strong Q1 Results And Share Buybacks
RenaissanceRe Holdings (RNR) recently reported strong first-quarter results and completed a share buyback program, indicating confidence in capital allocation and long-term value. Despite a 9.94% year-to-date share price return, the stock is currently trading about 9% below analysts' target price, with a fair value estimate suggesting it is undervalued. The company's diversified insurance lines and steady income streams are expected to drive stable long-term earnings, though risks like catastrophe exposure and casualty pricing pressure remain.
Citi Maintains RenaissanceRe Holdings(RNR.US) With Hold Rating, Raises Target Price to $335
Citi analysts have reiterated their Hold rating on RenaissanceRe Holdings (RNR.US) and increased the price target to $335. This adjustment follows a review of the company's financial outlook and market position. The report likely provides insights into the rationale behind the maintained rating and the upward revision of the price target for the reinsurance company.
Davis Selected Advisers Boosts Stake in RenaissanceRe Holdings Ltd. $RNR
Davis Selected Advisers increased its stake in RenaissanceRe Holdings Ltd. by 60.5% in the fourth quarter, now owning 229,739 shares valued at $64.6 million. Despite a 36.8% year-over-year revenue drop, RenaissanceRe beat EPS estimates with $13.75, and its stock holds a consensus "Hold" rating and a $321.93 target price from analysts. Meanwhile, an EVP sold shares, though institutional investors collectively hold nearly all of the company's stock.
Capital Partners an “important source of resilience” for RenaissanceRe: CEO O’Donnell
RenaissanceRe's CEO Kevin O'Donnell stated that the company's Capital Partners unit is a crucial source of resilience and a key differentiator, providing stable earnings through fee income. This fee income, driven by strong underwriting results and favorable prior year development, complements the reinsurer's investment and underwriting earnings. CFO Bob Qutub added that despite recent capital returns to investors, the unit is expected to maintain its run-rate, with management fees around $50 million per quarter and performance fees projected at $120 million for the year.
Vanguard Group Inc. Cuts Position in RenaissanceRe Holdings Ltd. $RNR
Vanguard Group Inc. slightly decreased its stake in RenaissanceRe Holdings Ltd. by 1.2% in the fourth quarter of the previous year, though it remains the largest institutional holder. Despite reporting earnings per share that beat estimates, RenaissanceRe's revenue experienced a significant year-over-year decline. The company currently holds a "Hold" consensus rating from Wall Street analysts with a target price of $321.79, and recently increased its quarterly dividend.
RenaissanceRe Holdings Ltd. (NYSE:RNR) Q1 2026 Earnings Call Transcript
RenaissanceRe Holdings Ltd. (RNR) reported strong first-quarter 2026 results, with operating income of $591 million, a 22% annualized operating return on equity, and operating EPS of $13.75. The company benefited from robust underwriting income, significant fee income, and strong net investment income, reflecting the strength and resilience of its diversified business model. RenaissanceRe continues to manage capital effectively through share repurchases and strategic portfolio adjustments, positioning itself for continued growth despite competitive market conditions and geopolitical volatility.
Analysts Offer Insights on Financial Companies: Northwest Bancshares (NWBI), Ares Management (ARES) and Renaissancere Holdings (RNR)
Analysts have provided ratings for three financial companies: Northwest Bancshares (NWBI), Ares Management (ARES), and Renaissancere Holdings (RNR). Truist Financial maintained a "Buy" for NWBI with a $14 price target, while Goldman Sachs and RBC Capital both gave "Buy" ratings for ARES with price targets of $131 and $162 respectively. Evercore ISI and Barclays both issued "Hold" ratings for RNR, with price targets around $309-$328.
RenaissanceRe (RNR) Q1 2026 Earnings Power And Low P/E Reinforce Bullish Narratives
RenaissanceRe Holdings (RNR) reported strong Q1 2026 results with basic EPS of US$6.71 and net income of US$284.5 million, accompanied by a trailing 12-month earnings growth of 69.8% and a 23.5% net margin. Despite these strong recent figures and a low P/E ratio of 4.8x compared to an industry average of 11.6x, analysts forecast revenue and earnings declines of 6.6% and 20.4% annually, respectively, over the next three years. This divergence highlights a split narrative between bullish investors who see sustained profitability through advanced modeling and fee income, and cautious investors who fear pressure from catastrophe risks and increased competition.
RenaissanceRe (RNR) Q1 2026 Earnings Power And Low P/E Reinforce Bullish Narratives
RenaissanceRe (RNR) reported strong Q1 2026 results with total revenue of US$2.2 billion and basic EPS of US$6.71, yet analysts forecast a decline in earnings in the coming years. Despite a low P/E ratio of 4.8x compared to the industry average, and a significant discount to its DCF fair value, the market remains cautious due to projected revenue and earnings declines. The article highlights both bullish arguments, such as strong trailing earnings growth and advanced modeling, and bearish concerns about increased catastrophe exposure and competition.
RenaissanceRe (NYSE:RNR) Shares Gap Down - Here's What Happened
RenaissanceRe (NYSE:RNR) shares gapped down following mixed first-quarter results where EPS beat expectations but revenue missed and decreased significantly year-over-year. Analysts generally hold a cautious "Hold" rating on the stock with an average price target of $321.71. Despite the revenue miss, the company increased its quarterly dividend and institutional investors continue to adjust their holdings, with one EVP recently selling shares.
RenaissanceRe RNR Q1 2026 Earnings Transcript
RenaissanceRe Holdings Ltd. (RNR) reported strong Q1 2026 operating income of $591 million, underpinned by robust underwriting, fee, and investment income. The company achieved a 22% annualized operating return on equity ($13.75 operating EPS) and increased tangible book value per share by 1.5% to $233.49 despite temporary drags from mark-to-market losses and share repurchases. Management emphasized its diversified earnings model and disciplined capital allocation while navigating competitive markets and geopolitical volatility.
RenaissanceRe returns to underwriting profit in Q1’26 amid ‘deliberate portfolio construction’
RenaissanceRe (RenRe) achieved a significant underwriting profit of $588.8 million in Q1 2026, a substantial improvement from a loss in the prior year, primarily due to "deliberate portfolio construction" and lower large losses. The company's combined ratio improved dramatically to 73% and operating income rose to $590.5 million. RenRe also saw increased fee income and proactively repositioned its investment portfolio while repurchasing shares, reflecting confidence in its value.
RenaissanceRe (NYSE:RNR) Posts Quarterly Earnings Results, Beats Expectations By $2.73 EPS
RenaissanceRe (NYSE:RNR) announced quarterly earnings of $13.75 EPS, significantly exceeding analyst expectations of $11.02 EPS. The insurance provider also increased its quarterly dividend to $0.41, equating to a $1.64 annualized dividend. Despite strong earnings, the stock saw a slight dip in midday trading, while institutional investors hold nearly 100% ownership and analysts maintain a consensus "Hold" rating with a target price of $322.64.
