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RenaissanceRe Holdings Ltd. Stock Price

NYSE:RNR Community·US$12.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 13 Fair Values set on narratives written by author

RNR Share Price Performance

US$295.56
295.56 (0.00%)
US$328.07
Fair Value
US$295.56
295.56 (0.00%)
9.9% undervalued intrinsic discount
US$328.07
Fair Value
Price US$295.56
AnalystConsensusTarget US$328.07
AnalystHighTarget US$406.84
AnalystLowTarget US$282.00

RNR Community Narratives

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Fair Value US$328.07 9.9% undervalued intrinsic discount

RNR: Expect Future Outperformance As Sector Shifts From Hard Market Conditions

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Fair Value US$406.84 27.4% undervalued intrinsic discount

Advanced Analytics And ILS Will Reshape Reinsurance Amid Cat Risks

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Fair Value US$282 4.8% overvalued intrinsic discount

Rising Catastrophes And Intensifying Competition Will Undercut Reinsurance Portfolios

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US$328.07
9.9% undervalued intrinsic discount
Revenue
-11.04% p.a.
Profit Margin
15.83%
Future PE
10.61x
Price in 2029
US$399.68

Trending Discussion

Updated Narratives

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RNR: Future Returns Will Reflect Buybacks Balanced With Pricing And Sector Risks

Fair Value: US$328.07 9.9% undervalued intrinsic discount
3 users have set this as their fair value
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RNR: Fair Pricing Assumptions Will Face Softening Cycle And Execution Discipline Challenges

Fair Value: US$282 4.8% overvalued intrinsic discount
1 users have set this as their fair value
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RNR: Underwriting Discipline And Buybacks Will Support Higher Future Earnings Quality

Fair Value: US$406.84 27.4% undervalued intrinsic discount
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Snowflake Analysis

Outstanding track record and undervalued.

1 Risk
3 Rewards

RenaissanceRe Holdings Ltd. Key Details

US$11.6b

Revenue

US$6.3b

Cost of Revenue

US$5.3b

Gross Profit

US$2.6b

Other Expenses

US$2.7b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
63.93
45.79%
23.52%
12.6%
View Full Analysis

About RNR

Founded
1993
Employees
1040
CEO
Kevin O'Donnell
WebsiteView website
www.renre.com

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 contracts 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. multi-line reinsurance. The Casualty and Specialty segment writes various classes of products, such as directors and officers, medical malpractice, transactional liability, and professional indemnity; automobile and employer’s liability, casualty clash, umbrella or excess casualty, workers’ compensation, and general liability; financial and mortgage guaranty, political risk, surety, and trade credit; and accident and health, agriculture, aviation, construction, cyber, energy, marine, satellite, and terrorism. The company distributes products and services primarily through intermediaries. It invests in and manages funds. RenaissanceRe Holdings Ltd. was incorporated in 1993 and is headquartered in Pembroke, Bermuda.

Recent RNR News & Updates

Seeking Alpha 20h

RenaissanceRe: Investment Grade Preferred Equity Yields Almost 7%

Summary RenaissanceRe delivered robust Q1 results, with $285M net income to common shareholders and a 22% annualized operating ROE, despite unrealized investment losses. RNR's preferred shares, particularly Series F, offer a compelling 6.85% stripped yield, underpinned by a low payout ratio and over $10B in common equity. Over $2.2B in fixed income investments mature within a year, allowing RNR to redeploy into higher-yielding securities as rates rise, potentially boosting EPS. I maintain initial long positions in both RNR's Series F preferred and common shares, favoring the strong balance sheet and ongoing share buybacks. Read the full article on Seeking Alpha

Recent updates

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