Zacks Investment Research·5d ago
RenaissanceRe Trades at a Discount to Peers: Hold or Fold?RNR's discounted valuation and stronger underwriting are compelling, but falling premiums and rising debt costs create key risks for investors.
RenaissanceRe is delivering exceptional underwriting profitability, with a Q2 2026 combined ratio of 64.6% and a loss ratio of 39.7%, reflecting strong pricing power and favorable reserve development. The company's low leverage (debt-to-equity of 0.12) and rob...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth remains volatile, but underwriting profitability is at cyclical highs, with a Q2 2026 combined ratio of 64.6% and a loss ratio of 39.7%.
RenaissanceRe emphasizes underwriting discipline, utilizing proprietary modeling and advanced analytics to secure favorable terms and margins. This focus on data-driven underwriting is expected to support earnings and investment returns.
The company operates across property, casualty, and specialty reinsurance segments, with a growing fee income from its Capital Partners business. This diversification helps in generating resilient earnings.
RenaissanceRe's capital management strategies, including share buybacks, are seen as important for enhancing earnings per share, particularly when the stock trades below its intrinsic value.
Trailing total returns as of 9/20/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 22, 2026 | $12.92+10.2% vs $11.72 | $2.3B-11.4% vs $2.6B |
Q2 2026 Apr 28, 2026 | $13.75+21.9% vs $11.28 | $2.7B-7.7% vs $2.9B |
Q1 2026 Feb 3, 2026 | $13.34+28.0% vs $10.42 | $1.6B-21.3% vs $2.0B |
Q4 2025 Oct 28, 2025 | $15.62+56.7% vs $9.97 | $3.2B+36.6% vs $2.3B |
RNR's discounted valuation and stronger underwriting are compelling, but falling premiums and rising debt costs create key risks for investors.
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lessened its holdings in shares of RenaissanceRe Holdings Ltd. (NYSE: RNR) by 98.8% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,114 shares of the insurance
Alternative capital is set to reshape reinsurance, creating growth opportunities for reinsurers that combine strong underwriting with third-party capital.
California State Teachers Retirement System increased its position in shares of RenaissanceRe Holdings Ltd. (NYSE: RNR) by 29,588.9% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,938,802 shares of the insurance provider's stock after acquiring an additional 15,885,116 shares
Benchmark RNR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for RenaissanceRe Holdings Ltd. (RNR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $327.12 | $13.59B | 5.78 | 9.45% | 21.04% | 14.59% | 0.51% | |
| $262.60 | $10.16B | 18.69 | 29.41% | 15.74% | 45.81% | — | |
| $24.19 | $411.24M | -9.03 | 201.72% | -47.43% | -49.2% | — | |
| $96.89 | $33.85B | 8.34 | 14.27% | 24.44% | 19.52% | — | |
| $99.20 | $7.24B | 8.03 | 9.05% | 18.02% | 19.21% | — | |
| $15.03 | $498.49M | 6.93 | 7.47% | 7.68% | 7.28% | — |
RenaissanceRe Holdings Ltd. (RNR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
RenaissanceRe Holdings Ltd. (RNR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 22, 2026·SEC
May 14, 2026·SEC
May 6, 2026·SEC
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RenaissanceRe Holdings Ltd. (RNR) stock FAQ — growth, dividends, profitability & financials explained
RenaissanceRe Holdings Ltd. (RNR) grew revenue by 9.4% over the past year. This is steady growth.
Yes, RenaissanceRe Holdings Ltd. (RNR) is profitable, generating $2.63B in net income for fiscal year 2025 (21.0% net margin).
Yes, RenaissanceRe Holdings Ltd. (RNR) pays a dividend with a yield of 0.51%. This makes it attractive for income-focused investors.
RenaissanceRe Holdings Ltd. (RNR) has a return on equity (ROE) of 14.6%. This is reasonable for most industries.
RenaissanceRe Holdings Ltd. (RNR) has a combined ratio of 68.5%. A ratio below 100% indicates underwriting profitability.
