Q3 EPS Estimates for RenaissanceRe Boosted by Zacks Research

Key Points

• Analysts at Zacks Research have raised their Q3 2025 EPS estimates for RenaissanceRe Holdings Ltd. from $4.18 to $4.37, while the full-year earnings consensus sits at $26.04 per share.
• RenaissanceRe announced a quarterly dividend of $0.40, set to be paid on September 30th, representing an annualized yield of 0.7%.
• Shares of RenaissanceRe have seen a price increase, with target price adjustments from multiple analysts, reflecting a generally favorable outlook despite recent earnings reporting a revenue decline.

RenaissanceRe Holdings Ltd. (NYSE:RNR - Free Report) - Zacks Research increased their Q3 2025 earnings per share (EPS) estimates for RenaissanceRe in a research report issued to clients and investors on Tuesday, August 5th. Zacks Research analyst K. Dey now expects that the insurance provider will earn $4.37 per share for the quarter, up from their previous forecast of $4.18. The consensus estimate for RenaissanceRe's current full-year earnings is $26.04 per share. Zacks Research also issued estimates for RenaissanceRe's FY2026 earnings at $35.56 EPS and FY2027 earnings at $40.00 EPS.

Other analysts also recently issued research reports about the company. Wells Fargo & Company restated an "equal weight" rating and issued a $269.00 price target (up previously from $267.00) on shares of RenaissanceRe in a research note on Thursday, July 10th. Barclays raised their price objective on shares of RenaissanceRe from $256.00 to $273.00 and gave the company an "equal weight" rating in a research note on Thursday, July 24th. Jefferies Financial Group dropped their target price on shares of RenaissanceRe from $266.00 to $265.00 and set a "hold" rating on the stock in a research note on Friday, April 11th. Morgan Stanley decreased their price objective on shares of RenaissanceRe from $285.00 to $280.00 and set an "overweight" rating for the company in a report on Monday, July 14th. Finally, UBS Group lifted their target price on RenaissanceRe from $250.00 to $265.00 and gave the stock a "neutral" rating in a report on Monday, July 28th. One research analyst has rated the stock with a sell rating, seven have given a hold rating and four have issued a buy rating to the company's stock. According to data from MarketBeat.com, RenaissanceRe has an average rating of "Hold" and an average target price of $287.50.

RenaissanceRe Stock Up 0.4%

Shares of RenaissanceRe stock traded up $0.88 during midday trading on Thursday, hitting $240.39. The company had a trading volume of 266,199 shares, compared to its average volume of 517,462. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.36 and a current ratio of 1.36. The stock has a market capitalization of $11.32 billion, a P/E ratio of 6.14, a P/E/G ratio of 2.40 and a beta of 0.29. The company has a 50 day moving average of $242.05 and a 200 day moving average of $240.63. RenaissanceRe has a 52-week low of $219.00 and a 52-week high of $300.00.

RenaissanceRe (NYSE:RNR - Get Free Report) last issued its quarterly earnings results on Wednesday, July 23rd. The insurance provider reported $12.29 earnings per share for the quarter, topping the consensus estimate of $10.28 by $2.01. The company had revenue of $2.77 billion for the quarter, compared to analysts' expectations of $2.96 billion. RenaissanceRe had a return on equity of 15.00% and a net margin of 15.44%. The firm's revenue for the quarter was down 2.4% on a year-over-year basis. During the same period in the prior year, the firm earned $12.41 earnings per share.

RenaissanceRe Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 30th. Shareholders of record on Monday, September 15th will be issued a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Monday, September 15th. RenaissanceRe's dividend payout ratio is currently 4.09%.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the business. LPL Financial LLC increased its stake in shares of RenaissanceRe by 1.4% in the 4th quarter. LPL Financial LLC now owns 7,125 shares of the insurance provider's stock worth $1,773,000 after purchasing an additional 98 shares in the last quarter. JPMorgan Chase & Co. increased its position in RenaissanceRe by 3.5% in the fourth quarter. JPMorgan Chase & Co. now owns 120,718 shares of the insurance provider's stock worth $30,036,000 after buying an additional 4,131 shares in the last quarter. Franklin Resources Inc. purchased a new stake in RenaissanceRe in the fourth quarter worth about $1,086,000. Trexquant Investment LP bought a new position in shares of RenaissanceRe in the fourth quarter worth about $561,000. Finally, Resona Asset Management Co. Ltd. bought a new position in shares of RenaissanceRe in the fourth quarter worth about $1,987,000. 99.97% of the stock is currently owned by institutional investors.

RenaissanceRe Company Profile

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.