Q4 EPS Estimates for RenaissanceRe Lowered by Zacks Research

RenaissanceRe Holdings Ltd. (NYSE:RNR) – Analysts at Zacks Research decreased their Q4 2025 earnings per share (EPS) estimates for RenaissanceRe in a research note issued on Wednesday, January 7th. Zacks Research analyst Team now forecasts that the insurance provider will earn $7.48 per share for the quarter, down from their prior estimate of $7.49. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for RenaissanceRe’s current full-year earnings is $26.04 per share.

RenaissanceRe (NYSE:RNR) last announced its earnings results on Tuesday, October 28th. The insurance provider reported $15.62 earnings per share for the quarter, topping the consensus estimate of $9.49 by $6.13. RenaissanceRe had a return on equity of 16.83% and a net margin of 14.23%.The firm had revenue of $3.20 billion for the quarter, compared to the consensus estimate of $1.97 billion. During the same period in the previous year, the business earned $10.23 EPS. The firm’s revenue for the quarter was down 4.8% on a year-over-year basis.

Several other equities analysts have also commented on the stock. Cowen reaffirmed a “hold” rating on shares of RenaissanceRe in a research report on Thursday, January 8th. Wells Fargo & Company cut their price target on shares of RenaissanceRe from $285.00 to $281.00 and set an “equal weight” rating on the stock in a research note on Tuesday. JPMorgan Chase & Co. lifted their price objective on shares of RenaissanceRe from $303.00 to $329.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 7th. Mizuho initiated coverage on shares of RenaissanceRe in a report on Monday, December 15th. They set a “neutral” rating and a $281.00 price objective on the stock. Finally, TD Cowen raised their target price on RenaissanceRe from $278.00 to $280.00 and gave the stock a “hold” rating in a research note on Thursday, January 8th. Five research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $295.40.

RenaissanceRe Price Performance

Shares of NYSE RNR opened at $270.92 on Monday. RenaissanceRe has a fifty-two week low of $219.00 and a fifty-two week high of $285.26. The company has a market cap of $12.49 billion, a PE ratio of 7.53, a P/E/G ratio of 6.47 and a beta of 0.26. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.40 and a current ratio of 1.40. The business has a 50-day simple moving average of $270.09 and a two-hundred day simple moving average of $254.11.

Institutional Investors Weigh In On RenaissanceRe

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Asset Management One Co. Ltd. acquired a new position in RenaissanceRe in the 3rd quarter valued at $1,564,000. Charles Schwab Investment Management Inc. grew its holdings in shares of RenaissanceRe by 0.9% during the second quarter. Charles Schwab Investment Management Inc. now owns 334,326 shares of the insurance provider’s stock worth $81,208,000 after buying an additional 3,070 shares in the last quarter. Daiwa Securities Group Inc. purchased a new stake in shares of RenaissanceRe during the second quarter worth $4,980,000. Thrivent Financial for Lutherans raised its position in shares of RenaissanceRe by 31.4% in the second quarter. Thrivent Financial for Lutherans now owns 15,169 shares of the insurance provider’s stock valued at $3,684,000 after buying an additional 3,622 shares during the last quarter. Finally, Jane Street Group LLC lifted its stake in shares of RenaissanceRe by 1,180.7% in the first quarter. Jane Street Group LLC now owns 74,217 shares of the insurance provider’s stock worth $17,812,000 after buying an additional 68,422 shares in the last quarter. 99.97% of the stock is owned by institutional investors and hedge funds.

RenaissanceRe Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 15th were issued a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Monday, December 15th. RenaissanceRe’s dividend payout ratio (DPR) is 4.45%.

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.