RenaissanceRe's reported revenue swung between $2.2B and $4.0B across the last ten quarters, with Q3 2026 revenue falling 46.9% year over year to $1.7B and net income turning to -$152.5M, which underscores how tightly results track catastrophe activity and reinsurance pricing.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue and underwriting margins remain highly volatile, with the combined ratio ranging from 53.5% to 103.6% and Q3 2026 printing 100.0% on a 60.7% loss ratio, indicating earnings are concentrated in a few favorable quarters.
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 11/7/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | $12.71+20.4% vs $10.56 | $1.7B-6.3% vs $1.8B |
Q3 2026 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 |
RenaissanceRe NYSE: RNR reported third-quarter operating income of $513 million and an annualized operating return on average common equity of 19%, as underwriting income, fee revenue and investment income supported results despite mark-to-market investment losses from rising interest rates.
RenaissanceRe Holdings Ltd. ( RNR ) Q3 2026 Earnings Call October 28, 2026 11:00 AM EDT Company Participants Keith McCue - Senior Vice President of Finance & Investor Relations Kevin O'Donnell - President, CEO & Director Robert Qutub - Executive VP & CFO David Marra - Executive VP & Group Chief Underwriting Officer Matthew Neuber - Senior Financial Officer & Corporate Treasurer Conference Call Participants Elyse Greenspan - Wells Fargo Securities, LLC, Research Division Joshua Shanker - BofA Securities, Research Division Meyer Shields - Keefe, Bruyette, & Woods, Inc., Research Division Yaron Kinar - Mizuho Securities USA LLC, Research Division Tracy Benguigui - Wolfe Research, LLC Pablo Singzon - JPMorgan Chase & Co, Research Division David Motemaden - Evercore ISI Institutional Equities, Research Division Presentation Operator Good morning, ladies and gentlemen.
While the top- and bottom-line numbers for RenaissanceRe (RNR) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
RenaissanceRe (RNR) came out with quarterly earnings of $12.71 per share, beating the Zacks Consensus Estimate of $11.26 per share. This compares to earnings of $15.62 per share a year ago.
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 |
|---|---|---|---|---|---|---|---|
| $347.35 | $14.43B | 8.94 | 9.45% | 17.07% | 8.26% | 0.48% | |
| $284.65 | $11.01B | 15.30 | 29.41% | 15.73% | 34.34% | 1.14% | |
| $15.94 | $270.99M | -4.07 | 201.72% | -47.43% | -49.2% | — | |
| $107.28 | $37.48B | 8.37 | 14.27% | 23.19% | 18.35% | 0.02% | |
| $105.97 | $7.73B | 6.84 | 9.05% | 16.42% | 17.8% | 1.7% | |
| $16.08 | $533.32M | 7.63 | 7.47% | 14.02% | 9.86% | — |
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)
Oct 27, 2026·SEC
Jul 22, 2026·SEC
May 14, 2026·SEC
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RenaissanceRe Holdings Ltd. (RNR) stock FAQ — growth, dividends, profitability & financials explained
RenaissanceRe Holdings Ltd. (RNR) revenue fell by 24.3% over the trailing twelve months, compared with the twelve months before.
Yes. RenaissanceRe Holdings Ltd. (RNR) earned $1.56B in net income over the trailing twelve months (a 17.1% net margin).
Yes. RenaissanceRe Holdings Ltd. (RNR) pays a dividend that yields 0.48% at the current price, a small yield.
RenaissanceRe Holdings Ltd. (RNR) had a return on equity (ROE) of 8.3% over the trailing twelve months. That is below the market's typical 10-15%.
RenaissanceRe Holdings Ltd. (RNR) has a combined ratio of 68.5%. A ratio below 100% indicates underwriting profitability.
