A Look At RenaissanceRe (RNR) Valuation After Dividend Hike And Expanded Buyback Program
RenaissanceRe Holdings (RNR) recently announced a higher quarterly dividend of $0.41 per share and an expanded share buyback program. While the stock has shown strong price momentum, trading only slightly below the average analyst price target suggests a modest overvaluation based on one narrative model at $301.87. However, a separate SWS DCF model indicates the stock could be significantly undervalued at $946.20, highlighting a sharp difference in valuation approaches that investors need to consider alongside company-specific risks.
Alps Advisors Inc. Decreases Stake in RenaissanceRe Holdings Ltd. $RNR
Alps Advisors Inc. significantly reduced its stake in RenaissanceRe Holdings Ltd. (NYSE:RNR) by 97% in the third quarter, selling 59,792 shares and retaining only 1,840 shares valued at $467,000. Despite this, institutional investors collectively own approximately 99.97% of the stock. RenaissanceRe reported strong quarterly earnings, beating analyst expectations, and subsequently increased its quarterly dividend to $0.41, though the consensus analyst rating remains "Hold" with a target price around $309.
RenaissanceRe Extends Dividend Streak And Buybacks As Valuation Stays Low
RenaissanceRe Holdings (NYSE:RNR) has announced its thirty-first consecutive annual dividend increase and renewed its share repurchase program, demonstrating a continued focus on shareholder returns. The company's shares trade near analyst targets but are estimated by Simply Wall St to be significantly undervalued, despite forecasts of declining earnings over the next three years. Investors are encouraged to consider the balance between income and capital appreciation, alongside risks like potential earnings decline and recent insider selling.
RenaissanceRe Extends Dividend Streak And Buybacks As Valuation Stays Low
RenaissanceRe Holdings (NYSE:RNR) has announced its thirty-first consecutive annual dividend increase and an expanded share repurchase program, demonstrating a continued focus on shareholder returns. Despite a 34.1% 1-year return, the stock is estimated to be trading significantly below its fair value by Simply Wall St. However, investors should be aware of forecasts predicting a 16.3% annual decline in earnings over the next three years and recent insider selling.
RenaissanceRe cut to neutral at Citi as outlook now reasonably discounted
Citi has downgraded RenaissanceRe shares from buy to neutral, citing a more balanced risk-reward outlook after the stock's recent strong performance. The analyst acknowledges the positive fundamental tailwinds but believes the current price now reasonably discounts these improved conditions.
Renaissancere Holdings stock hits all-time high at 311.02 USD By Investing.com
Renaissancere Holdings stock has reached an all-time high of $311.02, reflecting a 32.79% increase over the past year and strong investor confidence. Despite this surge, InvestingPro data suggests the stock is still undervalued with a P/E ratio of 5.4, and the company has consistently raised dividends for 31 years. Analyst opinions are mixed, with BMO Capital raising its price target to $303, while Mizuho initiated coverage with a Neutral rating and a $281 price target, citing potential future rate declines in property catastrophe renewals.
Renaissancere Holdings stock hits all-time high at 311.02 USD By Investing.com
RenaissanceRe Holdings stock has reached an all-time high of $311.02, reflecting robust performance and strong investor confidence with a 32.79% increase over the past year. Despite this surge, the stock is considered slightly undervalued based on Fair Value calculations and boasts a "GREAT" financial health rating from InvestingPro, actively buying back shares and consistently raising dividends for 31 years. Analyst opinions vary, with BMO Capital raising its price target due to potential tax relief, while Mizuho initiated coverage with a Neutral rating, citing expected rate declines in U.S. property catastrophe renewals.
RenaissanceRe Raises Quarterly Dividend to $0.41 per Share From $0.40, Payable March 31 to Holders of Record March 13
RenaissanceRe Holdings Ltd. announced an increase in its quarterly dividend to $0.41 per share, up from $0.40. The dividend is scheduled to be paid on March 31 to shareholders of record as of March 13. This news highlights the company's continued commitment to returning value to its investors.
RENAISSANCERE HOLDINGS LTD SEC 10-K Report
RenaissanceRe Holdings Ltd. has released its 2025 10-K report, showcasing significant financial growth with a net income of $3,618 million and robust operational performance in the competitive re/insurance industry. The report details strategic initiatives such as the launch of Medici UCITS and ongoing diversification efforts, alongside challenges including industry competition, catastrophic events, and regulatory changes. The company emphasizes superior risk selection, strong customer relationships, and disciplined capital management to drive long-term shareholder value.
RenaissanceRe Holdings Ltd. Announces Thirty-First Consecutive Annual Increase in Dividend; Renews Share Repurchase Program
RenaissanceRe Holdings Ltd. (NYSE: RNR) has announced its thirty-first consecutive annual dividend increase, raising the quarterly dividend to $0.41 per common share. The company's Board of Directors also approved the renewal of its share repurchase program, authorizing up to $750.0 million for repurchases. This move reflects RenaissanceRe's commitment to returning value to shareholders and its ongoing capital management strategy.
Morgan Stanley Maintains Overweight on RenaissanceRe Holdings Ltd (RNR) Feb $310
Morgan Stanley has reiterated its "Overweight" rating on RenaissanceRe Holdings Ltd. (RNR) and increased its price target to $310 from $300. This update reflects ongoing confidence in RenaissanceRe's reinsurance operations and capital management, driven by underwriting discipline and favorable market conditions. Investors should view this as a reaffirmation of a positive outlook, with an updated valuation closer to current market conditions.
RenaissanceRe (RNR) posts Q4 EPS beat as underwriting income triples
RenaissanceRe (RNR) reported strong fourth-quarter results, with an EPS beat and a significant increase in underwriting income. The company highlighted improvements in its casualty & specialty segment and a substantial rise in net investment income.
RenaissanceRe (RNR) Posts Q4 EPS Beat as Underwriting Income Triples
RenaissanceRe Holdings Ltd. (RNR) reported strong Q4 2025 financial results, beating analyst estimates with operating earnings of $13.34 per share. The company's underwriting income tripled to $669 million, driven by an improved combined ratio due to lower catastrophe impacts and favorable reserve development. CEO Kevin J. O’Donnell highlighted the effectiveness of their "Three Drivers of Profit" strategy in navigating large loss events and achieving an 18.2% operating return on average common equity.
RenaissanceRe outlines 2026 strategy with focus on capital returns and stable underwriting margins
RenaissanceRe has outlined its 2026 strategy, emphasizing capital returns and maintaining stable underwriting margins. The company aims to generate top-quartile returns for shareholders while sustaining its underwriting success. This strategic vision sets clear financial and operational goals for the coming years.
RenaissanceRe (RNR) Stock Is Up, What You Need To Know
RenaissanceRe (RNR) shares rose 4.9% after the company announced strong fourth-quarter 2025 financial results, with adjusted earnings of $13.34 per share, significantly beating analyst estimates. The company's combined ratio of 71.4% indicated excellent underwriting profitability, and its book value per common share increased by 26.2% for the full year. This performance builds on previous strong results, with the stock setting a new 52-week high.
Is RenaissanceRe Holdings (RNR) One of the Most Undervalued Quality Stocks to Buy Right Now?
Cantor Fitzgerald and Wells Fargo recently adjusted their price targets for RenaissanceRe Holdings (RNR), with Cantor Fitzgerald increasing theirs to $282 and Wells Fargo lowering theirs to $281. The company specializes in reinsurance and insurance products globally, operating through Property and Casualty & Specialty segments. Despite RNR's growth potential, the article suggests that certain AI stocks may offer higher returns and lower risk.
Is RenaissanceRe Holdings (RNR) One of the Most Undervalued Quality Stocks to Buy Right Now?
RenaissanceRe Holdings Ltd. (RNR) is considered an undervalued quality stock by some analysts, despite recent price target adjustments. Cantor Fitzgerald raised its target to $282 with a Neutral rating, while Wells Fargo lowered its target to $281 while maintaining an Equal Weight rating. The article suggests that while RNR has potential, certain AI stocks may offer greater upside with less risk.
RenaissanceRe Q4 2025 Financial Results: Revenue & Profit Exceed Expectations - News and Statistics
RenaissanceRe (NYSE:RNR) exceeded Q4 CY2025 revenue and profit expectations, with sales reaching $2.97 billion, a 29.6% year-on-year increase. The company's non-GAAP profit was $13.34 per share, significantly above analyst estimates. RenaissanceRe, a reinsurance provider born after Hurricane Andrew, also reported a strong combined ratio of 71.4% and 26.2% book value per share growth.
RenaissanceRe (NYSE:RNR) Exceeds Q4 CY2025 Expectations
RenaissanceRe (NYSE:RNR) reported strong Q4 CY2025 results, with revenue exceeding Wall Street expectations, growing 29.6% year-on-year to $2.97 billion. The company's non-GAAP profit of $13.34 per share was 28.2% above analyst estimates, and its combined ratio significantly beat forecasts at 71.4%. Despite a slight miss on net premiums earned, the overall quarter was positive, driven by robust revenue growth and an excellent 26.2% year-on-year growth in book value per share.
RNR: Record net income and book value growth achieved despite major loss events in 2025
RenaissanceRe Holdings Ltd. (RNR) reported record annual net income of $2.6 billion and operating income of $1.9 billion in 2025. This strong performance, which also included robust book value growth and investment returns, was achieved despite significant loss events, driven by effective capital management and underwriting discipline. The information is based on an SEC 8-K current report from February 4, 2026.
RenaissanceRe Reports $2.6 Billion of Annual Net Income Available to Common Shareholders and $1.9 Billion of Operating Income Available to Common Shareholders in 2025.
RenaissanceRe Holdings Ltd. announced strong financial results for both Q4 and the full year 2025, reporting $2.6 billion in annual net income and $1.9 billion in operating income available to common shareholders. Key full-year highlights include a 25.9% return on average common equity, significant share repurchases, and an 87.2% combined ratio. The company attributes its success to robust underwriting, investment, and fee income, alongside effective capital management, signaling continued long-term value generation for shareholders.
TimesSquare U.S. Focus Growth Strategy Exited RenaissanceRe Holdings Ltd. (RNR) After a Mixed Quarter
This article reports that the TimesSquare U.S. Focus Growth Strategy has sold off its entire stake in RenaissanceRe Holdings Ltd. (RNR) during the fourth quarter of 2025. This decision followed a mixed quarter for RenaissanceRe, where it nonetheless managed to surpass both revenue and earnings expectations. The firm's strong underwriting performance and growth in gross premiums written were highlighted despite the portfolio exit.
Renaissancere Holdings stock hits 52-week high at 288.0 USD By Investing.com
RenaissanceRe Holdings (RNR) stock has reached a new 52-week high of $288.00, driven by strong investor confidence and a 21.3% gain over the past year. The company maintains an attractive P/E ratio of 8.13 and has a consistent dividend payment record of 31 consecutive years. Analysts, including BMO Capital, have raised price targets, while Mizuho initiated coverage with a Neutral rating, reflecting ongoing strategic moves like a renewed share repurchase program and dividend announcement.
Strs Ohio Has $281,000 Stock Holdings in RenaissanceRe Holdings Ltd. $RNR
Strs Ohio reduced its stake in RenaissanceRe Holdings Ltd. by 96.6% in the third quarter, selling over 31,000 shares and retaining a holding valued at approximately $281,000. Despite this reduction, RenaissanceRe continues to attract interest from other institutional investors who increased their positions in the company. The insurance provider has a market capitalization of $12.97 billion, a P/E ratio of 7.81, and a consensus "Hold" rating from analysts with an average price target of $298.07.
Universal Beteiligungs und Servicegesellschaft mbH Grows Position in RenaissanceRe Holdings Ltd. $RNR
Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in RenaissanceRe Holdings Ltd. (NYSE:RNR) by 55.6% in Q3 2025, now holding 10,470 shares valued at $2.659 million. RenaissanceRe demonstrated strong financial performance with an EPS of $15.62 and revenue of $3.20 billion, both exceeding estimates. The stock currently has a "Hold" consensus rating from analysts with an average target price of $298.07, and institutional investors own nearly 100% of the company's shares.
ARGA Investment Management LP Buys 5,044 Shares of RenaissanceRe Holdings Ltd. $RNR
ARGA Investment Management LP significantly increased its stake in RenaissanceRe Holdings Ltd. ($RNR) by 85% in Q3, purchasing an additional 5,044 shares to bring its total holdings to 10,979 shares valued at approximately $2.79 million. RenaissanceRe, an insurance provider, reported strong Q3 earnings of $15.62 EPS, surpassing analyst expectations, despite a slight year-over-year revenue decrease. The stock currently holds a consensus "Hold" rating from analysts with an average price target of $298.07.
RenaissanceRe Holdings Ltd. (NYSE:RNR) Receives Average Rating of "Hold" from Analysts
RenaissanceRe Holdings Ltd. (NYSE:RNR) has received an average "Hold" rating from nineteen analysts, with a 1-year average price target of $298.07. The company recently reported strong earnings, exceeding expectations with EPS of $15.62 and revenue of $3.20 billion, and maintains a low P/E ratio of 7.54. Institutional investors hold nearly all of the stock, and RenaissanceRe pays a quarterly dividend of $0.40.
Middleton & Co. Inc. MA Has $2.10 Million Holdings in RenaissanceRe Holdings Ltd. $RNR
Middleton & Co. Inc. MA reduced its stake in RenaissanceRe Holdings Ltd. by 38.6% in Q3, now holding 8,276 shares valued at $2.10 million. RenaissanceRe (NYSE:RNR) exceeded Q3 earnings expectations with EPS of $15.62 and revenue of $3.20 billion, despite a slight year-over-year revenue decrease. The insurance provider maintains a "Hold" consensus rating from analysts, with an average price target of $298.07, and recently declared a quarterly dividend of $0.40.
Reinsurance Stocks Q3 Teardown: RenaissanceRe (NYSE:RNR) Vs The Rest
The article analyzes the Q3 performance of RenaissanceRe (NYSE:RNR) and its peers in the reinsurance sector, highlighting the industry's cyclical nature, interest rate sensitivity, and exposure to catastrophe losses driven by climate change. It discusses RenaissanceRe's results, showing a revenue beat despite a year-on-year decline, and compares its performance with Hamilton Insurance Group (NYSE:HG) as the strongest Q3 performer and Everest Group (NYSE:EG) as the weakest. The report also reviews Reinsurance Group of America (NYSE:RGA) and AXIS Capital (NYSE:AXS), detailing their Q3 financial outcomes and market reactions.
Is RenaissanceRe Holdings (RNR) Attractive After Recent Share Price Softness?
This article analyzes RenaissanceRe Holdings (RNR) to determine if its recent share price softness makes it an attractive investment. Using an Excess Returns model and Price-to-Earnings ratio, Simply Wall St suggests that RNR is currently undervalued, with potential for significant upside compared to its intrinsic value and industry peers. The analysis comes amidst ongoing scrutiny of the reinsurance sector's management of catastrophe exposure and capital levels.
A Look At RenaissanceRe Holdings (RNR) Valuation After Strong Underwriting Results And Ongoing Share Buybacks
RenaissanceRe Holdings (RNR) is attracting investor attention due to strong Q3 2025 underwriting results and significant share buybacks. Despite trading at a share price of US$271.89 with an estimated intrinsic discount of 69% and analyst targets around US$280.615, there's a debate on whether this indicates true undervaluation or if future growth is already priced in. The company's valuation narrative is influenced by shifting revenues, thinner margins, and its future earnings multiple relative to the broader insurance sector.
Is There Still Room In RenaissanceRe (RNR) After Strong Multi Year Share Price Gains?
RenaissanceRe Holdings (RNR) is currently trading at approximately $270.10 per share, showing strong multi-year performance but muted short-term moves. Analyses using the Excess Returns model and Price vs. Earnings (P/E) suggest the stock is undervalued, with the Excess Returns model indicating it's 68.9% undervalued and its P/E ratio of 7.46x being below both industry and peer averages. The article encourages investors to consider these valuation models and different "Narratives" based on analyst targets to make informed investment decisions.
New York State Teachers Retirement System Has $13.63 Million Stock Holdings in RenaissanceRe Holdings Ltd. $RNR
The New York State Teachers Retirement System increased its stake in RenaissanceRe Holdings Ltd. by 7.4%, acquiring an additional 3,707 shares, bringing its total holdings to 53,661 shares valued at $13.63 million. RenaissanceRe (NYSE: RNR) reported a strong quarter with $15.62 EPS against a $9.49 consensus and $3.20 billion in revenue, maintaining a "Hold" consensus rating from analysts with an average target price of $295.40. The company also declared a quarterly dividend of $0.40 per share.
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Acquires Shares of 3,960 RenaissanceRe Holdings Ltd. $RNR
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA has acquired a new stake of 3,960 shares in RenaissanceRe Holdings Ltd. (NYSE:RNR), valued at approximately $963,000. Other institutional investors have also modified their holdings, with the company's stock currently trading at $274.50 and having a consensus "Hold" rating from analysts with a target price of $295.67. RenaissanceRe recently reported strong quarterly earnings, beating estimates, and announced a quarterly dividend.
RenaissanceRe Holdings Ltd. $RNR Shares Bought by Robeco Institutional Asset Management B.V.
Robeco Institutional Asset Management B.V. significantly increased its stake in RenaissanceRe Holdings Ltd. by 815.4% during the third quarter, now owning 83,065 shares worth over $21 million. This increase follows RenaissanceRe's strong third-quarter earnings beat, with EPS of $15.62 and revenue of $3.20 billion, surpassing analyst expectations. The company maintains a "Hold" consensus rating with a target price of $295.67 from equity analysts.
RenaissanceRe Schedules Fourth Quarter and Year-End 2025 Financial Results Conference Call
RenaissanceRe Holdings Ltd. (NYSE: RNR) announced it will hold an investment community conference call on Wednesday, February 4, 2026, at 11:00 a.m. ET to discuss its financial results for the fourth quarter and year-end 2025, along with the Company’s outlook. The company also stated it would release its results after the market closes on Tuesday, February 3, 2026. A live webcast of the call will be available on the Investors section of RenaissanceRe’s website, with a replay accessible thereafter.
Lecap Asset Management Ltd. Purchases 4,298 Shares of RenaissanceRe Holdings Ltd. $RNR
Lecap Asset Management Ltd. significantly increased its stake in RenaissanceRe Holdings Ltd. (NYSE:RNR) during Q3, purchasing an additional 4,298 shares to bring its total holdings to 5,136 shares valued at $1,304,000. RenaissanceRe has shown strong financial performance, beating Q3 earnings and revenue estimates, while institutional ownership stands at 99.97%. Analysts currently hold a consensus "Hold" rating for the stock with an average target price of $294.93.
Renaissancere Holdings stock hits 52-week high at 284.76 USD By Investing.com
RenaissanceRe Holdings (RNR) stock has hit a new 52-week high of $284.76, reflecting a 14.17% increase over the past year. The company boasts a low P/E ratio of 8.19 and a 31-year streak of dividend payments, with InvestingPro rating its financial health as "GREAT." Despite the recent peak, InvestingPro suggests the stock may still be undervalued, indicating potential for further appreciation.
Will Extended Citibank Facility and Discounted Preferreds Change RenaissanceRe Holdings' (RNR) Risk‑Reward Narrative?
RenaissanceRe Holdings (RNR) recently extended its secured letter of credit facility with Citibank Europe and its investment-grade preferred stocks are trading below par. This combination suggests a resilient balance sheet, despite analyst predictions of softer demand and a worsening combined ratio in its catastrophe and specialty reinsurance niche. The article explores how these financial moves, particularly the enhanced flexibility from the Citibank facility, might reshape the company's investment narrative.
Renaissancere stock hits 52-week high at 278.87 USD By Investing.com
RenaissanceRe Holdings Ltd. (RNR) reached a 52-week high of $278.87, driven by a 1-year return of 12.41% and strong investor confidence. The company's financial health is rated "GREAT" by InvestingPro analysis, and it has maintained dividend payments for 31 consecutive years. Analyst perspectives on RNR are mixed, with some raising price targets due to potential tax relief and others expressing concerns about reinsurance pricing and market softness.
Is It Too Late To Consider RenaissanceRe After Its Strong Multi Year Share Price Run?
RenaissanceRe Holdings (NYSE: RNR) has seen strong share price growth over multi-year periods, prompting investors to question if it's still attractive. Despite recent positive performance, the stock scores as undervalued with a 5 out of 6 valuation check on Simply Wall St's framework. Both Excess Returns and Price vs. Earnings analyses indicate the company is undervalued, suggesting the market may be underestimating its profitability and durability.
Here's Why RenaissanceRe Shares Are Attracting Prudent Investors Now
RenaissanceRe Holdings Ltd. (RNR) is attracting investors due to its strong performance, including a 10% share growth in six months, increasing net premiums, investment income, and strategic acquisitions. The company also boasts robust cash generation, evident in share buybacks and dividend payouts, and is currently trading at a discount compared to the industry average. Despite these positives, investors should consider risks such as escalating expenses and high debt levels.
RenaissanceRe Holdings (RNR): Is the Stock Undervalued After Its Recent Pullback?
RenaissanceRe Holdings (RNR) has experienced a recent stock pullback despite strong prior performance, raising questions about its current valuation. Analysts suggest it is 8.8% undervalued, citing resilient earnings power and increased investment leverage in a "higher for longer" interest rate environment. However, the valuation could be impacted by potential catastrophe losses or softening property and casualty pricing.
RenaissanceRe Reports $907.7 Million of Net Income Available to Common Shareholders and $733.7 million of Operating Income Available to Common Shareholders in Q3 2025.
RenaissanceRe Holdings Ltd. announced strong financial results for Q3 2025, with net income of $907.7 million and operating income of $733.7 million available to common shareholders. The company reported an annualized return on average common equity of 34.9% and an adjusted combined ratio of 66.6%, benefiting from low catastrophe activity and growth across its underwriting, fee, and investment income streams. Key highlights include 21.9% underlying growth in catastrophe class gross premiums written and a total investment result of $750.2 million.
RenaissanceRe Holdings Ltd. Announces Quarterly Dividend and Renewal of Share Repurchase Program
RenaissanceRe Holdings Ltd. announced a quarterly dividend of $0.40 per common share, payable on December 31, 2025. The company's Board of Directors also approved the renewal of its share repurchase program, increasing the total authorization to $750.0 million. This program allows RenaissanceRe to repurchase shares through open market purchases and privately negotiated transactions.
RenaissanceRe Holdings Ltd. (NYSE:RNR) Short Interest Down 27.6% in October
RenaissanceRe Holdings Ltd. (NYSE:RNR) experienced a 27.6% decrease in short interest in October, totaling 767,300 shares, equivalent to a 1.8-day short-interest ratio. Analysts have raised price targets for RNR, with a consensus target of $283.67, following the company's strong EPS of $15.62, which significantly beat expectations. Institutional investors have also adjusted their positions in the company, with many increasing their stakes.
RenaissanceRe Holdings Ltd. $RNR Shares Sold by Bank of New York Mellon Corp
Bank of New York Mellon Corp decreased its stake in RenaissanceRe Holdings Ltd. by 3.8%, now owning 1.78 million shares valued at $432.6 million. RenaissanceRe recently exceeded earnings and revenue estimates, reporting EPS of $15.62 and revenue of $2.06 billion. Analysts maintain a "Hold" consensus rating with an average price target of $283.67 for the company.
Strs Ohio Has $7.86 Million Stake in RenaissanceRe Holdings Ltd. $RNR
Strs Ohio increased its stake in RenaissanceRe Holdings Ltd. by 18.9% to $7.86 million in Q2 2025. RenaissanceRe reported strong quarterly earnings, significantly exceeding analyst expectations. Several analyst firms have adjusted their price targets for RNR, which currently holds a consensus "Hold" rating.
Evercore ISI Upgrades RenaissanceRe Holdings (RNR) from “Underperform” to “In Line” with $244 Price Target - Yahoo
This article reports that Evercore ISI has upgraded RenaissanceRe Holdings (RNR) stock. The rating improved from "Underperform" to "In Line," and the price target was set at $244.
Goldman Sachs initiates RenaissanceRe stock with Sell rating on market softening concerns - Investing.com Australia
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