Short Interest in RenaissanceRe Holdings Ltd. (NYSE:RNR) Declines By 12.9%

RenaissanceRe Holdings Ltd. (NYSE:RNR) was the recipient of a significant decline in short interest in the month of January. As of January 15th, there was short interest totaling 1,073,320 shares, a decline of 12.9% from the December 31st total of 1,231,742 shares. Currently, 2.4% of the shares of the company are sold short. Based on an average daily volume of 413,408 shares, the days-to-cover ratio is currently 2.6 days. Based on an average daily volume of 413,408 shares, the days-to-cover ratio is currently 2.6 days. Currently, 2.4% of the shares of the company are sold short.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on RNR shares. UBS Group boosted their price objective on shares of RenaissanceRe from $265.00 to $272.00 and gave the company a “neutral” rating in a research report on Wednesday, October 8th. Barclays boosted their price target on shares of RenaissanceRe from $278.00 to $304.00 and gave the company an “equal weight” rating in a report on Thursday, January 8th. Wells Fargo & Company dropped 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, January 13th. JPMorgan Chase & Co. upped their target price on RenaissanceRe from $303.00 to $329.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 7th. Finally, Cantor Fitzgerald lifted their target price on RenaissanceRe from $252.00 to $282.00 and gave the stock a “neutral” rating in a report on Wednesday, January 14th. Five investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, RenaissanceRe presently has a consensus rating of “Hold” and a consensus price target of $298.60.

RenaissanceRe Stock Up 5.0%

Shares of RenaissanceRe stock opened at $300.28 on Thursday. RenaissanceRe has a 12-month low of $219.00 and a 12-month high of $303.64. The firm has a market capitalization of $13.85 billion, a PE ratio of 5.30, a price-to-earnings-growth ratio of 2.99 and a beta of 0.24. The company has a quick ratio of 1.40, a current ratio of 1.40 and a debt-to-equity ratio of 0.21. The stock’s fifty day moving average is $274.43 and its 200-day moving average is $258.26.

RenaissanceRe (NYSE:RNR) last issued its quarterly earnings results on Tuesday, February 3rd. The insurance provider reported $13.34 earnings per share for the quarter, topping analysts’ consensus estimates of $10.59 by $2.75. RenaissanceRe had a return on equity of 18.61% and a net margin of 20.88%.The firm had revenue of $2.97 billion for the quarter, compared to analysts’ expectations of $1.73 billion. During the same quarter last year, the business posted $8.06 EPS. RenaissanceRe’s revenue was up 29.6% on a year-over-year basis. Equities analysts anticipate that RenaissanceRe will post 26.04 earnings per share for the current year.

Institutional Trading of RenaissanceRe

Several large investors have recently added to or reduced their stakes in the company. Hantz Financial Services Inc. boosted its position in shares of RenaissanceRe by 707.1% in the second quarter. Hantz Financial Services Inc. now owns 113 shares of the insurance provider’s stock worth $27,000 after buying an additional 99 shares during the period. Financial Consulate Inc. acquired a new position in shares of RenaissanceRe in the 3rd quarter valued at about $29,000. IFP Advisors Inc lifted its position in shares of RenaissanceRe by 160.0% in the second quarter. IFP Advisors Inc now owns 117 shares of the insurance provider’s stock worth $28,000 after purchasing an additional 72 shares in the last quarter. Huntington National Bank grew its position in RenaissanceRe by 80.9% during the second quarter. Huntington National Bank now owns 123 shares of the insurance provider’s stock valued at $30,000 after purchasing an additional 55 shares in the last quarter. Finally, Farther Finance Advisors LLC increased its stake in RenaissanceRe by 151.9% in the 3rd quarter. Farther Finance Advisors LLC now owns 131 shares of the insurance provider’s stock valued at $33,000 after buying an additional 79 shares during the period. 99.97% of the stock is owned by institutional investors and hedge funds.

RenaissanceRe News Roundup

Here are the key news stories impacting RenaissanceRe this week:

• Positive Sentiment: Big earnings beat: RNR reported $13.34 EPS for Q4 vs. the $10.59 consensus and revenue of $2.97B (well above estimates). The headline beat is the primary driver of the rally. Read More.
• Positive Sentiment: Underwriting and investment strength: Management highlighted strong underwriting income helped by lower claims and favorable investment returns, which supported higher net income and ROE. Read More.
• Positive Sentiment: Multiple press reports and summaries emphasize that RNR exceeded Q4/CY2025 expectations and presented a robust slide deck and call materials — reinforcing credibility of the beat. Read More.
• Neutral Sentiment: Earnings call transcript available — investors can review management comments for any forward-looking guidance, portfolio repositioning or reserve commentary; no material guidance shock reported in summaries. Read More.
• Neutral Sentiment: Analyst positioning: Evercore ISI nudged its price target up (from $283 to $291) but maintained an “in-line” rating, implying limited near-term upside vs. the current share level. That tempers upside expectations despite the beat. Read More.
• Negative Sentiment: Premium environment and top-line nuance: some coverage notes that underwriting strength relied more on lower claims costs and investment results than broad premium growth — weaker premiums remain a potential headwind for sustained underwriting margin improvement. Read More.

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.