RNR Should I Buy
This analysis of RenaissanceRe Holdings Ltd (RNR) suggests it is not a strong buy for long-term investors due to insider selling, weak financial performance in Q4 2025, and mixed analyst views. While technical indicators are bullish for short-term gains, caution is advised until more favorable conditions emerge. The report details technical analysis, financial performance (revenue up, net income/EPS down), and analyst ratings, recommending a "Hold" stance.
RenaissanceRe Schedules First Quarter 2026 Financial Results Conference Call
RenaissanceRe Holdings Ltd. announced it will host a conference call on Wednesday, April 29, 2026, at 11:00 a.m. ET to discuss its first-quarter 2026 financial results and outlook. The company will release its results after the market closes on Tuesday, April 28, 2026. A live webcast and replay of the call will be available on RenaissanceRe's investor website.
(RNR) Movement Within Algorithmic Entry Frameworks
This article analyzes Renaissancere Holdings Ltd. (NYSE: RNR) using algorithmic entry frameworks. It highlights a neutral near and mid-term outlook with a moderate long-term positive bias, noting a mid-channel oscillation pattern. The analysis identifies an exceptional 20.2:1 risk-reward setup and provides AI-generated trading strategies (Position, Momentum Breakout, Risk Hedging) across multiple timeframes.
RenaissanceRe Holdings Ltd. Experiences Revision in Stock Evaluation Amid Market Dynamics
RenaissanceRe Holdings Ltd., a small-cap insurance company, has recently undergone a revised stock evaluation due to changing market conditions. The company has shown strong performance over the past year, outperforming the S&P 500 with an 18.43% return, though its decade-long performance lags the S&P 500. Technical indicators offer a mixed outlook, showing both volatility and positive momentum for the stock.
Wealth Enhancement Advisory Services LLC Has $3.86 Million Stock Holdings in RenaissanceRe Holdings Ltd. $RNR
Wealth Enhancement Advisory Services LLC significantly increased its stake in RenaissanceRe Holdings Ltd. to 14,171 shares, valued at $3.86 million, during Q4. RenaissanceRe reported strong quarterly earnings, beating analyst estimates, and announced an increased quarterly dividend. Despite a consensus "Hold" rating from analysts, recent price target increases suggest some optimism.
5,700 Shares in RenaissanceRe Holdings Ltd. $RNR Acquired by Polianta Ltd
Polianta Ltd has acquired a new stake of 5,700 shares in RenaissanceRe Holdings Ltd. (NYSE:RNR), valued at approximately $1.602 million, making it the 28th largest position in Polianta's portfolio. This comes after RenaissanceRe reported strong quarterly earnings, exceeding analyst expectations, and announced an increase in its quarterly dividend. The article also details other institutional investor activities and insider stock sales, while providing an overview of RenaissanceRe's stock performance and analyst ratings.
Analysts Are Neutral on Top Financial Stocks: Renaissancere Holdings (RNR), AllianceBernstein (AB)
Analysts are maintaining neutral ratings on Renaissancere Holdings (RNR) and AllianceBernstein (AB), indicating a balanced view on these financial stocks. KBW analyst Meyer Shields holds a Hold rating for RNR with a $323.00 price target, while Barclays analyst Benjamin Budish gives AllianceBernstein a Hold rating and a $41.00 price target. The consensus for both companies among analysts is a "Hold."
Tudor Investment Corp ET AL Lowers Holdings in RenaissanceRe Holdings Ltd. $RNR
Tudor Investment Corp ET AL significantly reduced its stake in RenaissanceRe Holdings Ltd. (NYSE:RNR) by 75.2% during Q3, now holding 15,119 shares valued at $3.84 million. Despite institutional ownership by 99.97% of the company and strong recent earnings, analyst sentiment remains mixed with an average "Hold" rating. RenaissanceRe has also increased its quarterly dividend to $0.41 per share, while an EVP recently sold a significant portion of shares.
[SCHEDULE 13G/A] RENAISSANCERE HOLDINGS LTD Amended Passive Investment Disclosure | RNR SEC Filing - Form SCHEDULE 13G/A
The Vanguard Group filed an amended Schedule 13G/A for RenaissanceRe Holdings Ltd (RNR), reporting 0 shares beneficially owned due to an internal realignment on January 12, 2026. This realignment, in accordance with SEC Release No. 34-39538, caused certain Vanguard subsidiaries to report ownership separately. The filing clarifies a change in reporting responsibility rather than a market transaction or disposition of shares.
Goldman Sachs Initiates Coverage of RenaissanceRe Holdings (RNR) with Sell Recommendation
Goldman Sachs has initiated coverage of RenaissanceRe Holdings (RNR) with a "Sell" recommendation. The investment bank set a price target of $221.00 for RNR shares, suggesting a potential downside for investors. This new rating indicates a bearish outlook from Goldman Sachs on the Bermuda-based reinsurance company.
JPMorgan Chase & Co. Trims Stock Holdings in RenaissanceRe Holdings Ltd. $RNR
JPMorgan Chase & Co. reduced its stake in RenaissanceRe Holdings Ltd. by 34.3% in the third quarter of 2025, selling over 82,000 shares and ending with holdings valued at approximately $39.9 million. Despite this, other major institutional investors like Norges Bank, AQR Capital Management, Millennium Management, Two Sigma Investments, and Bank of America Corp DE either initiated or significantly increased their positions in RNR. RenaissanceRe reported strong Q4 earnings, beating estimates, and raised its quarterly dividend, yet analysts maintain an average "Hold" rating with a consensus target price of $310.27.
How (RNR) Movements Inform Risk Allocation Models
This article analyzes Renaissancere Holdings Ltd. (NYSE: RNR) using AI models to inform risk allocation. It provides key findings such as a near and mid-term neutral outlook and a long-term positive bias, alongside specific trading strategies (Position, Momentum Breakout, Risk Hedging) with entry points, targets, and stop losses. The analysis highlights a 21.4:1 risk-reward setup, targeting a 6.2% gain against 0.3% risk.
RNR SEC Filings - Renaissance 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for RenaissanceRe Holdings Ltd. (RNR) SEC filings, including 10-K, 10-Q, and 8-K forms, crucial for investors and traders. It details how the company reports its financial health, capital structure, and material events, enhanced with AI-powered summaries from Stock Titan. The article also provides current stock price, market capitalization, and various rankings for Renaissance.
[ARS] RENAISSANCERE HOLDINGS LTD SEC Filing
This article reports on an ARS filing by Renaissancere Holdings Ltd (RNR) with the SEC, indicating a low impact and neutral sentiment. The filing was accepted on March 18, 2026, at 4:17 PM UTC, and provides a link to the full PDF document on SEC EDGAR. The article also lists RNR's market rankings, recent news, and other SEC filings.
Prana Capital Management LP Raises Stock Position in RenaissanceRe Holdings Ltd. $RNR
Prana Capital Management LP significantly increased its stake in RenaissanceRe Holdings Ltd. (NYSE:RNR) by 608.9% in Q3, now holding 29,971 shares valued at approximately $7.61 million. This increase comes as RenaissanceRe reported strong quarterly earnings, surpassing analyst expectations with $13.34 EPS and $2.97 billion in revenue, alongside an increased quarterly dividend. The company maintains a "Hold" consensus rating from analysts with a target price of $310.27.
A Look At RenaissanceRe Holdings (RNR) Valuation After Recent Mixed Share Price Moves
RenaissanceRe Holdings (RNR) has seen mixed share price movements recently, with a slight gain over the past day but a stronger rise over the past three months, resulting in an 8% year-to-date return and a 20.61% one-year total return. Despite current trading around US$294, a popular narrative suggests the company is modestly undervalued with a fair value estimate around US$301.87. Investors are advised to consider potential risks like softer property and casualty pricing and increased catastrophe exposure, which could challenge the undervaluation.
Algert Global LLC Grows Holdings in RenaissanceRe Holdings Ltd. $RNR
Algert Global LLC significantly increased its stake in RenaissanceRe Holdings Ltd. (NYSE:RNR) by 82.2% in the third quarter, bringing its total holdings to 27,800 shares valued at approximately $7.06 million. RenaissanceRe also reported strong quarterly earnings, beating analyst expectations with $13.34 EPS and $2.97 billion in revenue, leading to a projected FY EPS of $26.04. The company increased its quarterly dividend to $0.41, while institutional investors now own about 99.97% of the stock.
Lighthouse Investment Partners LLC Has $28.76 Million Stock Holdings in RenaissanceRe Holdings Ltd. $RNR
Lighthouse Investment Partners LLC significantly increased its stake in RenaissanceRe Holdings Ltd. (NYSE:RNR) by 514.3% in the third quarter, holding 113,256 shares valued at $28.76 million. RenaissanceRe recently reported strong Q3 earnings, with an EPS of $13.34 and revenue of $2.97 billion, exceeding analyst expectations. Analysts currently have a "Hold" rating on RNR with an average price target of $310.27.
Earnest Partners LLC Reduces Stock Holdings in RenaissanceRe Holdings Ltd. $RNR
Earnest Partners LLC reduced its holdings in RenaissanceRe Holdings Ltd. by 2.1% in the third quarter, selling 11,974 shares but still owning 567,394 shares valued at approximately $144.1 million. Despite this reduction, other institutional investors have increased their stakes. RenaissanceRe recently reported strong earnings, exceeding analyst expectations, and increased its quarterly dividend, while analysts maintain a "Hold" consensus rating with an average price target of $310.27.
RenaissanceRe Holdings Ltd. (NYSE:RNR) Receives Average Recommendation of "Hold" from Analysts
RenaissanceRe Holdings Ltd. (NYSE:RNR) has received an average "Hold" recommendation from analysts, with a consensus 12-month target price of $310.27. The company recently reported strong quarterly earnings, surpassing revenue and EPS estimates, and announced an increased quarterly dividend. Insider selling and institutional investor activity have also been noted.
RenaissanceRe Holdings Ltd. Experiences Revision in Its Stock Evaluation Amid Strong Performance
RenaissanceRe Holdings Ltd. has seen a revision in its stock evaluation, with its current price at $291.36. The small-cap insurance company has outperformed the S&P 500 over the past year, achieving a 24.02% return. Its financial metrics, including a P/E ratio of 7 and an ROE of 18.22%, indicate strong performance and a favorable position compared to peers.
Mackenzie Financial Corp Increases Stake in RenaissanceRe Holdings Ltd. $RNR
Mackenzie Financial Corp significantly increased its stake in RenaissanceRe Holdings Ltd. (NYSE:RNR) by 34.3% in the third quarter, now owning 224,821 shares valued at $57.1 million. This increase follows RenaissanceRe's strong financial performance, which included beating earnings estimates and raising its quarterly dividend. Institutional investors collectively own 99.97% of the company's stock, and analysts maintain a "Hold" rating with an average price target of $310.27.
Here's why including RenaissanceRe in your portfolio could be a wise move
RenaissanceRe Holdings Ltd. (RNR) is presented as a strong growth prospect, outperforming its sector with a 23.8% stock climb over the past year. Analyst estimates for 2026 earnings and revenue are positive, driven by diversified operations, strategic acquisitions like Validus Re, shareholder value initiatives, and strong capital returns. Despite an attractive valuation, potential risks include higher-than-average debt and an increasing combined ratio.
RenaissanceRe Holdings Ltd. $RNR Shares Sold by Inceptionr LLC
Inceptionr LLC reduced its stake in RenaissanceRe Holdings Ltd. by 78% in the third quarter, selling 5,308 shares and retaining 1,498 shares valued at approximately $380,000. RenaissanceRe (NYSE:RNR) recently recorded strong quarterly results, beating EPS consensus and increasing revenue by 29.6% year-over-year, leading to an increased quarterly dividend. The company also saw insider selling from an EVP and received varied analyst ratings, with an average "Hold" and price target of $310.27.
RenaissanceRe Holdings Ltd. Experiences Revision in Its Stock Evaluation Amid Strong Performance
RenaissanceRe Holdings Ltd., a small-cap insurance company, has undergone a valuation adjustment, with its stock currently priced at $298.78. The company has shown strong performance over the past year with a 22.85% return, surpassing the S&P 500's 17.45%. Its financial metrics, including a P/E ratio of 7 and a dividend yield of 0.63%, position it competitively within the insurance sector compared to peers like Everest Group Ltd. and Erie Indemnity Co.
Capital World Investors Increases Stake in RenaissanceRe Holdings Ltd. $RNR
Capital World Investors has increased its stake in RenaissanceRe Holdings Ltd. (NYSE:RNR) by 0.3%, acquiring an additional 7,839 shares, which brings their total holding to 2,649,518 shares valued at $672.79 million. Other institutional investors have also adjusted their positions in the insurance provider. The company recently reported strong Q3 earnings, beating analyst estimates, and increased its quarterly dividend.
Trading Systems Reacting to (RNR) Volatility
This article analyzes Renaissancere Holdings Ltd. (NYSE: RNR) through AI models, highlighting weak near-term sentiment but long-term strength. It presents three trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also covers multi-timeframe signal strength and key support/resistance levels for RNR.
A Look At RenaissanceRe Holdings (RNR) Valuation After Recent Share Price Gains
RenaissanceRe Holdings (RNR) has shown strong performance with a 13.0% return over the past three months and 23.3% over the past year. Despite a fair value estimate that suggests it is only 1% undervalued, the article encourages a deeper look into the underlying assumptions, including future earnings growth, profit margins, and risk factors. Investors are advised to consider potential risks like softer property and casualty pricing or large catastrophe losses.
A Look At RenaissanceRe Holdings (RNR) Valuation After Recent Share Price Gains
RenaissanceRe Holdings (RNR) has seen strong recent performance, with a 13.0% return in the past three months and 23.3% over the past year. Despite analysts' consensus price target of $280.615 and a current price of $298.78, Simply Wall St's narrative fair value is about $301.87, indicating it is approximately 1% undervalued. The article emphasizes that while the stock appears to be broadly priced correctly against its intrinsic value, investors should consider potential risks like softer property and casualty pricing or large catastrophe losses.
American Century Companies Inc. Purchases 19,631 Shares of RenaissanceRe Holdings Ltd. $RNR
American Century Companies Inc. increased its stake in RenaissanceRe Holdings Ltd. by 13.6%, acquiring an additional 19,631 shares and bringing its total to 164,437 shares valued at $41.76 million. This investment follows RenaissanceRe's strong financial performance, which included exceeding earnings and revenue expectations in its latest quarter, a 29.6% year-over-year revenue increase, and a raised quarterly dividend. Despite a "Hold" consensus rating from analysts, institutional investors collectively own 99.97% of RNR's stock.
RenaissanceRe (RNR) Up 0% Since Last Earnings Report: Can It Continue?
RenaissanceRe (RNR) has seen its shares add 0% since its last earnings report, outperforming the S&P 500. The company reported strong fourth-quarter 2025 operating income, surpassing estimates due to lower claims costs and robust investment results, despite a decline in total operating revenues. However, analyst estimates for RNR have trended downward over the past month, with the stock currently holding a Zacks Rank #3 (Hold).
Reflecting On Reinsurance Stocks' Q4 Earnings: RenaissanceRe (NYSE:RNR)
The article reviews the Q4 earnings of reinsurance stocks, highlighting RenaissanceRe (NYSE:RNR) and its peers. It notes the cyclical nature of the industry, influenced by 'hard' vs. 'soft' markets and interest rates, while facing challenges from catastrophe losses and new capital influx. RenaissanceRe reported strong revenue growth, outperforming analysts' expectations, similar to Reinsurance Group of America and Hamilton Insurance Group, while Everest Group underperformed.
RenaissanceRe (RNR) director receives 578-share equity grant vesting from 2027
RenaissanceRe Holdings Ltd. director Cynthia Trudell has been granted 578 restricted shares of common stock, which will vest in three equal annual installments starting March 1, 2027. This equity award, granted under the company's 2016 Long Term Incentive Plan, increases Trudell's direct holdings to 6,534 RenaissanceRe shares. This transaction was reported in an SEC Form 4 filing, indicating it as an equity award rather than an open-market purchase.
RenaissanceRe (RNR) director Torsten Jeworrek granted 578 restricted shares
RenaissanceRe Holdings Ltd. director Torsten Jeworrek was granted 578 restricted shares of common stock as part of his stock-based compensation. This award, given under the company's 2016 Long Term Incentive Plan, increases his direct holdings to 2,793 shares. The restricted shares will vest in three equal annual installments starting on March 1, 2027, aiming to align his compensation with long-term shareholder value.
Director at RenaissanceRe (NYSE: RNR) awarded 578 restricted shares
RenaissanceRe Holdings Ltd. director Duncan P. Hennes was granted 578 restricted shares of common stock under the company’s long-term incentive plan. The award, valued at $0.0000 per share, will vest in three equal annual installments beginning on March 1, 2027. Following this transaction, Hennes beneficially owns 8,696 shares of RenaissanceRe common stock.
RenaissanceRe (RNR) director Valerie Rahmani granted 578 restricted shares
RenaissanceRe Holdings Ltd. director Valerie Rahmani was granted 578 restricted shares of common stock on March 1, 2026, as part of the company's 2016 Long Term Incentive Plan. These shares, valued at $0.00 each, will vest in three equal annual installments starting March 1, 2027. Following this transaction, Rahmani directly holds 8,696 shares of RenaissanceRe common stock.
[Form 4] RENAISSANCERE HOLDINGS LTD Insider Trading Activity
James L. Gibbons, a director at RenaissanceRe Holdings Ltd. (RNR), reported an acquisition of 1,074 shares of common stock through an award under the company's Long Term Incentive Plan. These restricted shares, granted at no cost, will vest in three equal annual installments starting March 1, 2027. Following this transaction, Gibbons' direct holdings in RNR increased to 32,462 shares.
RenaissanceRe (RNR) CIO awarded 6,343 restricted shares in long-term grant
Sean G. Brosnan, SVP and CIO of RenaissanceRe Holdings Ltd. (RNR), was awarded 6,343 restricted shares on March 1, 2026, as part of the company's long-term incentive plan. These shares, granted at no cost, will vest in four equal annual installments starting March 1, 2027. Following this award, Brosnan directly holds 23,103 common shares and indirectly controls 17,462 shares through a managed company.
RenaissanceRe (NYSE: RNR) EVP granted stock awards and withholds shares for taxes
RenaissanceRe Holdings Ltd. EVP Shannon Lowry Bender reported receiving new stock awards and related tax share withholdings. On March 1, 2026, she acquired 1,785 restricted common shares and 5,356 performance-based restricted common shares, while disposing of several hundred shares at $302.46 each to cover withholding taxes on prior awards. Following these transactions, her direct ownership totals 38,130 common shares.
RenaissanceRe (RNR) CEO receives new stock awards and covers taxes with shares
RenaissanceRe Holdings Ltd. CEO Kevin O’Donnell received new equity awards on March 1, 2026, comprising 8,596 restricted shares and up to 25,788 performance-based restricted shares. Concurrently, 5,679 shares were withheld to cover taxes on prior restricted share vestings, not sold on the open market. After these transactions, O'Donnell directly holds 446,894 common shares, with an additional 1,079 shares held indirectly through a family limited partnership.
RenaissanceRe (NYSE: RNR) EVP granted time-vested and performance stock awards
RenaissanceRe Holdings Ltd.'s EVP and Chief Portfolio Officer, Curtis Ross, received equity compensation in the form of 2,562 restricted common shares and 7,686 performance-based restricted common shares. The restricted shares will vest in four equal annual installments starting March 1, 2027, while the performance-based shares, representing a maximum potential award, will vest after December 31, 2028, subject to specific service and performance conditions. These grants were made under the company’s 2016 Long Term Incentive Plan.
Restricted stock grant lifts RenaissanceRe (RNR) director share holdings
RenaissanceRe Holdings Ltd. director Carol P. Sanders was awarded 578 restricted common shares on March 1, 2026, under the company's long-term incentive plan. These shares, granted at a stated price of $0.00, will vest in three equal annual installments beginning March 1, 2027. This grant increases her direct holdings to a total of 7,241 common shares.
South Dakota Investment Council Has $19.21 Million Stock Position in RenaissanceRe Holdings Ltd. $RNR
The South Dakota Investment Council has reduced its stake in RenaissanceRe Holdings Ltd. (NYSE:RNR) by 13.7% in Q3, now holding 75,651 shares valued at $19.21 million. This comes as EVP Robert Qutub also sold 5,000 shares for $1.53 million in February, though insiders still own approximately 2% of the company. RenaissanceRe recently reported strong earnings, beating expectations, and increased its quarterly dividend, while analysts currently hold a "Hold" rating with a consensus price target of $310.27.
RenaissanceRe Holdings Ltd. $RNR Holdings Decreased by Royce & Associates LP
Royce & Associates LP reduced its stake in RenaissanceRe Holdings Ltd. by 5.6% in the third quarter, now owning 108,450 shares valued at approximately $27.54 million. Despite this, RenaissanceRe exceeded Q3 earnings expectations, reporting an EPS of $13.34 and revenue of $2.97 billion, and subsequently raised its quarterly dividend to $0.41 per share. Analysts currently hold a consensus "Hold" rating on the stock with an average price target of $310.27.
New Age Alpha Advisors LLC Increases Stake in RenaissanceRe Holdings Ltd. $RNR
New Age Alpha Advisors LLC significantly increased its stake in RenaissanceRe Holdings Ltd. (NYSE: RNR) by 97.2% in Q3, now holding 20,800 shares valued at $5.165 million. This comes as RenaissanceRe reported strong quarterly results, beating EPS and revenue expectations, and raised its quarterly dividend. The stock currently holds a consensus "Hold" rating from analysts with a target price of $310.27.
JPMorgan Chase & Co. Decreases Holdings in RenaissanceRe Holdings Ltd. $RNR
JPMorgan Chase & Co. has reduced its stake in RenaissanceRe Holdings Ltd. by 34.3% in the third quarter of 2025, selling over 82,000 shares. Despite this reduction by JPMorgan, other institutional investors have increased their holdings, and RenaissanceRe reported strong quarterly earnings, beating analyst expectations. The company also increased its quarterly dividend, and analysts maintain a "Hold" rating with an average target price of $310.27.
RenaissanceRe (NYSE:RNR) Price Target Raised to $290.00
TD Cowen has increased its price target for RenaissanceRe (NYSE:RNR) to $290.00 from $280.00, while maintaining a "hold" rating on the insurance provider's stock. This adjustment comes after RenaissanceRe reported strong quarterly earnings, beating analyst expectations with $13.34 EPS and $2.97 billion in revenue. Despite the raised price target, the average analyst consensus remains a "Hold" with a target price of $310.27, and the stock is currently trading around $297.25.
RenaissanceRe (NYSE:RNR) Lowered to "Equal Weight" Rating by Morgan Stanley
Morgan Stanley downgraded RenaissanceRe (NYSE:RNR) from "overweight" to "equal weight" but set a target price of $310, indicating a potential 3.9% upside. This follows a strong quarter where RenaissanceRe exceeded EPS and revenue consensus estimates. Despite the downgrade, other analysts have recently adjusted price targets, and the consensus rating for RNR is "Hold" with an average price target of $309.60.
Will RenaissanceRe’s Latest Dividend Hike and Major Buybacks Change RenaissanceRe Holdings' (RNR) Capital Return Narrative?
RenaissanceRe Holdings recently announced a quarterly dividend increase and completed significant share repurchases totaling US$780.48 million, retiring about 6.5% of its share base. While these actions reinforce the company's commitment to returning capital, the core investment narrative remains focused on its handling of U.S. property catastrophe exposure and potential earnings volatility. Analysts hold varied views on how these capital returns will play out against climate and competitive risks, with some expecting strong earnings growth despite revenue decline.
RenaissanceRe Holdings Ltd. Announces Rebranding of Ventures Business to RenaissanceRe Capital Partners
RenaissanceRe Holdings Ltd. has rebranded its Ventures business to "RenaissanceRe Capital Partners" to better reflect its differentiated model of matching attractive risk with efficient capital. Chris Parry will lead RenaissanceRe Capital Partners, focusing on third-party capital relationships, while Jonathan (J.J.) Anderson will head the newly renamed "RenaissanceRe Strategic Investments" under the CFO, focusing on public and private investments. This restructuring aims to unify investment approaches, enhance capabilities, and increase shareholder value.
