RenaissanceRe (NYSE:RNR) Announces Quarterly Earnings Results

RenaissanceRe (NYSE:RNR - Get Free Report) announced its quarterly earnings data on Tuesday. The insurance provider reported $13.75 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $11.07 by $2.68, FiscalAI reports. RenaissanceRe had a net margin of 20.88% and a return on equity of 18.29%. The company had revenue of $2.19 billion during the quarter, compared to analysts' expectations of $2.86 billion. During the same quarter in the prior year, the company posted ($1.49) EPS. The business's revenue was down 36.8% on a year-over-year basis.

RenaissanceRe Trading Down 2.2%

Shares of RenaissanceRe stock opened at $303.72 on Thursday. RenaissanceRe has a 12-month low of $231.17 and a 12-month high of $318.20. The stock has a market capitalization of $13.11 billion, a P/E ratio of 5.36, a price-to-earnings-growth ratio of 0.73 and a beta of 0.24. The company has a 50-day simple moving average of $301.33 and a 200 day simple moving average of $281.73. The company has a quick ratio of 1.43, a current ratio of 1.43 and a debt-to-equity ratio of 0.21.

RenaissanceRe Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, March 13th were given a dividend of $0.41 per share. This is an increase from RenaissanceRe's previous quarterly dividend of $0.40. The ex-dividend date was Friday, March 13th. This represents a $1.64 dividend on an annualized basis and a dividend yield of 0.5%. RenaissanceRe's dividend payout ratio is 2.89%.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on RNR. TD Cowen lifted their target price on shares of RenaissanceRe from $280.00 to $290.00 and gave the company a "hold" rating in a research report on Thursday, February 26th. The Goldman Sachs Group reissued a "sell" rating and issued a $267.00 price target on shares of RenaissanceRe in a research report on Wednesday, January 7th. Evercore set a $309.00 price target on shares of RenaissanceRe in a research note on Thursday, April 9th. Zacks Research downgraded RenaissanceRe from a "strong-buy" rating to a "hold" rating in a report on Tuesday, January 6th. Finally, UBS Group upped their price objective on RenaissanceRe from $312.00 to $319.00 and gave the company a "neutral" rating in a research note on Wednesday, April 8th. Four investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the company presently has an average rating of "Hold" and an average price target of $321.71.

Insider Buying and Selling

In other RenaissanceRe news, EVP Robert Qutub sold 5,000 shares of the business's stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $305.75, for a total value of $1,528,750.00. Following the transaction, the executive vice president directly owned 73,023 shares in the company, valued at $22,326,782.25. The trade was a 6.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 2.30% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of RNR. Beacon Pointe Advisors LLC boosted its holdings in shares of RenaissanceRe by 2.2% in the 4th quarter. Beacon Pointe Advisors LLC now owns 1,857 shares of the insurance provider's stock worth $522,000 after acquiring an additional 40 shares in the last quarter. Brown Brothers Harriman & Co. increased its holdings in RenaissanceRe by 2.6% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 2,006 shares of the insurance provider's stock valued at $509,000 after purchasing an additional 51 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its position in RenaissanceRe by 11.8% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 493 shares of the insurance provider's stock valued at $125,000 after purchasing an additional 52 shares during the last quarter. Quarry LP raised its position in RenaissanceRe by 65.0% in the 3rd quarter. Quarry LP now owns 132 shares of the insurance provider's stock valued at $34,000 after purchasing an additional 52 shares during the last quarter. Finally, Deutsche Bank AG boosted its stake in RenaissanceRe by 0.7% in the fourth quarter. Deutsche Bank AG now owns 8,472 shares of the insurance provider's stock worth $2,382,000 after purchasing an additional 60 shares in the last quarter. Institutional investors own 99.97% of the company's stock.

More RenaissanceRe News

Here are the key news stories impacting RenaissanceRe this week:

• Positive Sentiment: Big EPS beat — RNR reported $13.75 EPS for Q1, well above consensus (~$11) and versus a year‑ago loss, signaling a sharp earnings turnaround. RenaissanceRe (RNR) Beats Q1 Earnings Estimates
• Positive Sentiment: Underwriting and investment strength — management highlighted lower expenses, strong underwriting outcomes and favorable investment results that helped drive the EPS beat. RNR Q1 Earnings Beat on Lower Expenses & Strong Investment Results
• Positive Sentiment: Profitability metrics look strong — the quarter delivered solid net margin (~20.9%) and ROE (~18.3%), supporting near‑term earnings power. RenaissanceRe Q1 earnings / transcript
• Neutral Sentiment: Analyst views and valuation are shifting — some coverage is being rebalanced as investors weigh durable earnings improvement against lower top‑line metrics. How The RenaissanceRe (RNR) Narrative Is Evolving As Analyst Views And Valuations Rebalance
• Neutral Sentiment: Management commentary and details available — the earnings transcript and slide deck add context for underwriting drivers and reserve positioning; review for guidance on premium trends. RenaissanceRe RNR Q1 2026 Earnings Transcript
• Negative Sentiment: Revenue and premium weakness — revenue missed expectations ($2.19B vs. ~$2.86B est.) and total revenue fell ~36.8% YoY; premiums were weaker across segments, which raises questions about near‑term top‑line momentum. RenaissanceRe NYSE: RNR Misses Q1 CY2026 Sales Expectations
• Negative Sentiment: Market reaction reflects mixed signal — despite the earnings beat, investors appear focused on the revenue/premium deterioration and are trimming positions. RNR Q1 deep dive: Profits rise despite revenue decline amid shifting reinsurance markets

About RenaissanceRe

RenaissanceRe Holdings Ltd. is a global provider of reinsurance and insurance solutions, specializing in property catastrophe, casualty, and specialty lines. Established in 1993 and headquartered in Bermuda, the company trades on the New York Stock Exchange under the symbol RNR. With a focus on underwriting and risk assessment, RenaissanceRe offers tailored programs designed to help insurers and corporations manage exposure to natural disasters, liability claims, and other complex risks.

The company operates through two primary segments: Reinsurance and Insurance.