Zacks Research Predicts Lower Earnings for RenaissanceRe

Key Points

• Zacks Research has revised down its Q4 2025 earnings estimate for RenaissanceRe to $6.98 per share, slightly below the previous forecast of $7.00.
• Despite a recent quarterly reporting of $12.29 EPS, which exceeded estimates, RenaissanceRe experienced a 2.4% decline in year-over-year revenue.
• The company announced a quarterly dividend of $0.40, resulting in a 0.6% yield for shareholders and a dividend payout ratio of 4.09%.

RenaissanceRe Holdings Ltd. (NYSE:RNR - Free Report) - Analysts at Zacks Research decreased their Q4 2025 earnings estimates for RenaissanceRe in a research note issued to investors on Wednesday, October 8th. Zacks Research analyst Team now forecasts that the insurance provider will earn $6.98 per share for the quarter, down from their previous estimate of $7.00. The consensus estimate for RenaissanceRe's current full-year earnings is $26.04 per share. Zacks Research also issued estimates for RenaissanceRe's Q1 2026 earnings at $9.19 EPS, Q2 2026 earnings at $11.46 EPS, Q3 2026 earnings at $6.18 EPS, Q4 2026 earnings at $8.43 EPS, FY2026 earnings at $35.27 EPS, Q1 2027 earnings at $9.68 EPS, Q2 2027 earnings at $12.95 EPS, Q3 2027 earnings at $6.96 EPS and FY2027 earnings at $39.59 EPS.

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

Several other brokerages have also recently commented on RNR. Wells Fargo & Company increased their target price on shares of RenaissanceRe from $269.00 to $278.00 and gave the stock an "equal weight" rating in a report on Wednesday. Keefe, Bruyette & Woods increased their target price on shares of RenaissanceRe from $268.00 to $269.00 and gave the stock a "market perform" rating in a report on Monday, July 28th. Cowen restated a "hold" rating on shares of RenaissanceRe in a report on Tuesday. Wolfe Research began coverage on shares of RenaissanceRe in a research note on Monday, September 15th. They issued a "peer perform" rating for the company. Finally, Morgan Stanley cut their price target on shares of RenaissanceRe from $285.00 to $280.00 and set an "overweight" rating for the company in a research note on Monday, July 14th. Five investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company's stock. According to MarketBeat, RenaissanceRe presently has a consensus rating of "Hold" and a consensus price target of $283.82.

RenaissanceRe Stock Down 1.8%

Shares of RNR stock opened at $262.10 on Thursday. The firm has a fifty day moving average of $245.64 and a 200-day moving average of $242.93. The company has a quick ratio of 1.36, a current ratio of 1.36 and a debt-to-equity ratio of 0.23. RenaissanceRe has a 12-month low of $219.00 and a 12-month high of $300.00. The company has a market capitalization of $12.34 billion, a price-to-earnings ratio of 6.70, a P/E/G ratio of 2.62 and a beta of 0.27.

RenaissanceRe Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 30th. Shareholders of record on Monday, September 15th were issued a $0.40 dividend. This represents a $1.60 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Monday, September 15th. RenaissanceRe's dividend payout ratio (DPR) is currently 4.09%.

Hedge Funds Weigh In On RenaissanceRe

Several hedge funds have recently bought and sold shares of RNR. Merit Financial Group LLC bought a new position in RenaissanceRe in the 1st quarter valued at about $206,000. UMB Bank n.a. increased its holdings in RenaissanceRe by 165.1% in the 1st quarter. UMB Bank n.a. now owns 464 shares of the insurance provider's stock valued at $111,000 after buying an additional 289 shares during the period. Miracle Mile Advisors LLC bought a new position in RenaissanceRe in the 1st quarter valued at about $271,000. GAMMA Investing LLC increased its holdings in RenaissanceRe by 39.9% in the 1st quarter. GAMMA Investing LLC now owns 1,650 shares of the insurance provider's stock valued at $396,000 after buying an additional 471 shares during the period. Finally, SG Americas Securities LLC increased its holdings in RenaissanceRe by 6,401.7% in the 1st quarter. SG Americas Securities LLC now owns 39,400 shares of the insurance provider's stock valued at $9,456,000 after buying an additional 38,794 shares during the period. 99.97% of the stock is owned by institutional investors.

About RenaissanceRe

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.

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