Q3 EPS Estimates for RenaissanceRe Boosted by Zacks Research

RenaissanceRe Holdings Ltd. (NYSE:RNR) – Research analysts at Zacks Research boosted their Q3 2025 EPS estimates for RenaissanceRe in a research note issued to investors on Tuesday, May 6th. Zacks Research analyst K. Dey now expects that the insurance provider will post earnings of $4.18 per share for the quarter, up from their prior estimate of $4.00. The consensus estimate for RenaissanceRe’s current full-year earnings is $26.04 per share. Zacks Research also issued estimates for RenaissanceRe’s Q4 2025 earnings at $8.15 EPS, Q2 2026 earnings at $12.53 EPS, Q4 2026 earnings at $9.72 EPS and Q1 2027 earnings at $7.59 EPS.

RenaissanceRe (NYSE:RNR) last issued its quarterly earnings results on Wednesday, April 23rd. The insurance provider reported ($1.49) EPS for the quarter, missing the consensus estimate of ($0.32) by ($1.17). RenaissanceRe had a return on equity of 23.41% and a net margin of 15.99%. The business had revenue of $3.44 billion during the quarter, compared to the consensus estimate of $3.36 billion. During the same period in the prior year, the firm earned $12.18 earnings per share. The business’s quarterly revenue was up 7.6% on a year-over-year basis.

A number of other analysts have also recently issued reports on the company. Wells Fargo & Company lowered their price objective on RenaissanceRe from $277.00 to $271.00 and set an “overweight” rating on the stock in a research report on Thursday, April 10th. Barclays dropped their target price on RenaissanceRe from $234.00 to $231.00 and set an “underweight” rating for the company in a report on Friday, April 11th. Morgan Stanley upgraded RenaissanceRe from an “equal weight” rating to an “overweight” rating and upped their price target for the company from $235.00 to $275.00 in a research report on Friday, April 25th. Keefe, Bruyette & Woods raised their price target on RenaissanceRe from $279.00 to $282.00 and gave the company an “outperform” rating in a report on Tuesday, April 29th. Finally, JPMorgan Chase & Co. raised RenaissanceRe from a “neutral” rating to an “overweight” rating and set a $284.00 price objective on the stock in a research note on Tuesday, April 8th. Two analysts have rated the stock with a sell rating, four have assigned a hold rating and six have given a buy rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $282.60.

RenaissanceRe Stock Performance

NYSE RNR opened at $251.61 on Thursday. RenaissanceRe has a 52-week low of $208.98 and a 52-week high of $300.00. The firm has a market capitalization of $12.24 billion, a price-to-earnings ratio of 7.18, a P/E/G ratio of 2.09 and a beta of 0.34. The company’s fifty day moving average is $239.86 and its two-hundred day moving average is $250.05. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.42 and a quick ratio of 1.42.

RenaissanceRe Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 30th. Investors of record on Friday, June 13th will be issued a $0.40 dividend. The ex-dividend date is Friday, June 13th. This represents a $1.60 annualized dividend and a yield of 0.64%. RenaissanceRe’s dividend payout ratio is currently 5.10%.

Insider Buying and Selling at RenaissanceRe

In other RenaissanceRe news, CAO James Christopher Fraser sold 332 shares of the firm’s stock in a transaction dated Wednesday, May 7th. The stock was sold at an average price of $249.54, for a total transaction of $82,847.28. Following the transaction, the chief accounting officer now owns 27,154 shares in the company, valued at approximately $6,776,009.16. This trade represents a 1.21 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.30% of the company’s stock.

Institutional Trading of RenaissanceRe

A number of hedge funds have recently modified their holdings of RNR. Aster Capital Management DIFC Ltd bought a new stake in shares of RenaissanceRe in the 4th quarter valued at $27,000. SBI Securities Co. Ltd. acquired a new position in shares of RenaissanceRe in the fourth quarter valued at approximately $29,000. MassMutual Private Wealth & Trust FSB raised its stake in shares of RenaissanceRe by 51.3% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 121 shares of the insurance provider’s stock valued at $30,000 after purchasing an additional 41 shares during the period. Jones Financial Companies Lllp raised its position in RenaissanceRe by 1,587.5% in the 4th quarter. Jones Financial Companies Lllp now owns 135 shares of the insurance provider’s stock valued at $34,000 after buying an additional 127 shares during the last quarter. Finally, Smartleaf Asset Management LLC lifted its position in shares of RenaissanceRe by 71.4% in the fourth quarter. Smartleaf Asset Management LLC now owns 156 shares of the insurance provider’s stock worth $39,000 after purchasing an additional 65 shares in the last quarter. 99.97% of the stock is currently owned by institutional investors and hedge funds.

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.