RenaissanceRe Q4 EPS Estimate Increased by Zacks Research

RenaissanceRe Holdings Ltd. (NYSE:RNR) – Equities researchers at Zacks Research lifted their Q4 2025 earnings estimates for RenaissanceRe in a research note issued to investors on Monday, February 10th. Zacks Research analyst K. Dey now expects that the insurance provider will post earnings of $8.71 per share for the quarter, up from their prior estimate of $8.57. The consensus estimate for RenaissanceRe’s current full-year earnings is $29.92 per share. Zacks Research also issued estimates for RenaissanceRe’s Q4 2026 earnings at $10.44 EPS.

RenaissanceRe (NYSE:RNR) last released its quarterly earnings data on Tuesday, January 28th. The insurance provider reported $8.06 EPS for the quarter, topping analysts’ consensus estimates of $6.94 by $1.12. RenaissanceRe had a net margin of 15.99% and a return on equity of 23.41%.

A number of other equities analysts have also recently commented on RNR. Evercore ISI lifted their price objective on shares of RenaissanceRe from $229.00 to $246.00 and gave the stock an “underperform” rating in a research report on Thursday, November 7th. Wells Fargo & Company reduced their price objective on shares of RenaissanceRe from $288.00 to $277.00 and set an “overweight” rating for the company in a research report on Thursday, January 30th. Morgan Stanley reduced their price objective on shares of RenaissanceRe from $265.00 to $245.00 and set an “equal weight” rating for the company in a research report on Friday, January 31st. StockNews.com cut shares of RenaissanceRe from a “buy” rating to a “hold” rating in a research report on Tuesday, October 22nd. Finally, JMP Securities reissued a “market perform” rating on shares of RenaissanceRe in a research report on Thursday, January 30th. Two analysts have rated the stock with a sell rating, six have given a hold rating and four have given a buy rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $279.90.

RenaissanceRe Trading Up 1.2 %

RNR stock opened at $233.73 on Wednesday. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.42 and a quick ratio of 1.43. The company has a fifty day moving average price of $250.82 and a two-hundred day moving average price of $257.75. RenaissanceRe has a one year low of $208.98 and a one year high of $300.00. The stock has a market cap of $12.14 billion, a price-to-earnings ratio of 6.67, a price-to-earnings-growth ratio of 1.91 and a beta of 0.43.

RenaissanceRe Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 31st. Investors of record on Friday, March 14th will be given a dividend of $0.40 per share. This is a boost from RenaissanceRe’s previous quarterly dividend of $0.39. The ex-dividend date is Friday, March 14th. This represents a $1.60 annualized dividend and a yield of 0.68%. RenaissanceRe’s dividend payout ratio is currently 4.45%.

Insider Buying and Selling

In related news, EVP David E. Marra sold 1,000 shares of the company’s stock in a transaction dated Wednesday, January 15th. The shares were sold at an average price of $254.16, for a total transaction of $254,160.00. Following the completion of the sale, the executive vice president now owns 79,392 shares of the company’s stock, valued at $20,178,270.72. This represents a 1.24 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 1.30% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On RenaissanceRe

Several institutional investors and hedge funds have recently bought and sold shares of the company. V Square Quantitative Management LLC raised its stake in RenaissanceRe by 29.5% during the third quarter. V Square Quantitative Management LLC now owns 180 shares of the insurance provider’s stock worth $49,000 after acquiring an additional 41 shares in the last quarter. MassMutual Private Wealth & Trust FSB raised its stake in RenaissanceRe by 51.3% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 121 shares of the insurance provider’s stock worth $30,000 after acquiring an additional 41 shares in the last quarter. First Citizens Bank & Trust Co. raised its stake in RenaissanceRe by 4.6% during the third quarter. First Citizens Bank & Trust Co. now owns 1,073 shares of the insurance provider’s stock worth $292,000 after acquiring an additional 47 shares in the last quarter. UMB Bank n.a. raised its stake in RenaissanceRe by 40.0% during the fourth quarter. UMB Bank n.a. now owns 175 shares of the insurance provider’s stock worth $44,000 after acquiring an additional 50 shares in the last quarter. Finally, Lifestyle Asset Management Inc. raised its stake in RenaissanceRe by 1.1% during the fourth quarter. Lifestyle Asset Management Inc. now owns 4,645 shares of the insurance provider’s stock worth $1,156,000 after acquiring an additional 52 shares in the last quarter. Institutional investors own 99.97% of the company’s stock.

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.