RenaissanceRe Holdings Ltd. (RNR) Stock Price & Analysis
RenaissanceRe Holdings Ltd. (RNR) closed at USD 362.59 on Thursday, October 22, 2026, up 2.12% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 355.07; the Oct 22, 2026 session ranged USD 355.88–363.16 on volume of 360,880 shares. Market capitalization is $15.07B, with a 52-week range of USD 231.17–363.25 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:26 UTC.
Also available as compact Markdown for AI agents: nexqual.com/RNR.md
Key facts (RNR)
- Last four reported quarters (through Jun 30, 2026): revenue $11.1B, net income $2.63B (23.7% margin) (SEC filings).
- Valuation: P/E 5.7x (avg 5.1x at the last 3 fiscal year-ends), net debt $1.03B.
- 3 of 80 tracked superinvestors hold RNR (13F, Q2 2026): 0 new, 0 added, 1 reduced, 2 unchanged.
- Analysts: Hold (mean 2.83 on a 1–5 scale) (18 analysts), mean target USD 347.31 (range 312–428).
- Total return with dividends: 1Y +49.7% vs S&P 500 +14.9%; 5Y +154.4% vs S&P 500 +80.3%.
- Next earnings: 2026-10-27, EPS estimate USD 10.15, revenue estimate $1.75B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (RNR)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $5.28B | $5.06B | $9.13B | $11.7B | $12.8B | $11.1B |
| Net income | -$40.2M | -$1.06B | $2.56B | $1.87B | $2.68B | $2.63B |
| EPS (diluted) | -$1.57 | -$25.50 | $52.27 | $35.21 | $56.03 | — |
| Net margin | -0.8% | -21.0% | 28.0% | 16.0% | 20.9% | 23.7% |
| Revenue growth | +2.0% | -4.1% | +80.5% | +28.0% | +9.9% | — |
| Cash + short-term investments | $1.86B | $1.19B | $1.88B | $1.68B | $1.73B | — |
| Total debt | $1.17B | $1.17B | $1.96B | $1.89B | $2.33B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (RNR)
P/E 5.7x · P/S 1.4x · EV/Sales 1.4x · P/B 1.3x · Earnings yield 17.48% · Dividend yield (paid, TTM) 0.47% · Buyback yield (TTM) 10.43% · Net debt $1.03B · EV $16.1B
P/E at fiscal year-ends: Dec 2025 4.9x, Dec 2024 6.8x, Dec 2023 3.6x.
Superinvestors (SEC 13F-HR, Q2 2026) (RNR)
3 of 80 tracked investors hold RNR. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Christopher Davis | Davis Advisors | 0.32% | $74.3M | Reduced -8.8% |
| Thomas Gayner | Markel Group | 0.17% | $22.2M | Unchanged |
| Sarah Ketterer | Causeway Capital Management | <0.01% | $315K | Unchanged |
Analysts (RNR)
Consensus Hold (mean 2.83 on a 1–5 scale), 18 analysts; mean target USD 347.31 (low 312, high 428).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-12 | Wells Fargo | Target lowered | Equal-Weight | $331 → $319 |
| 2026-10-12 | TD Cowen | Target raised | Hold | $315 → $320 |
| 2026-10-09 | JP Morgan | Target lowered | Neutral | $360 → $355 |
| 2026-09-22 | RBC Capital | Initiated | Sector Perform | $365 |
| 2026-07-28 | Keefe, Bruyette & Woods | Target raised | Market Perform | $342 → $350 |
| 2026-07-27 | UBS | Target raised | Neutral | $342 → $349 |
| 2026-07-23 | B of A Securities | Target raised | Buy | $410 → $438 |
| 2026-07-23 | Evercore ISI Group | Target raised | In-Line | $320 → $330 |
| 2026-07-20 | JP Morgan | Target raised | Neutral | $329 → $360 |
| 2026-07-10 | Evercore ISI Group | Target raised | In-Line | $309 → $320 |
| 2026-07-09 | Wells Fargo | Target raised | Equal-Weight | $306 → $329 |
| 2026-07-09 | Cantor Fitzgerald | Target raised | Overweight | $340 → $354 |
Total return (dividends reinvested) (RNR)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +49.7% | +154.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +49.9% | +20.5% |
| Volatility (annualized) | 23.9% | 25.4% |
| Max drawdown | -11.9% (Apr 2026→Jun 2026) | -26.5% (Jan 2022→Aug 2022) |
RNR analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $10.15 | $6.68 | +52.0% | $1.75B | 18 |
| Next quarter (ends Dec 2026) | $8.59 | $7.87 | +9.1% | $1.41B | 4 |
| Current fiscal year (ends Dec 2026) | $46.62 | $41.43 | +12.5% | $8.15B | 18 |
| Next fiscal year (ends Dec 2027) | $39.46 | $39.28 | +0.5% | $8.04B | 4 |
Key Statistics (as of October 23, 2026 at 09:26 UTC)
| Price | USD 362.59 |
|---|---|
| Change | ▲ 2.12% (up) |
| Previous Close | USD 355.07 |
| Open | USD 357.77 |
| Day Range | USD 355.88 – 363.16 |
| 52-Week Range | USD 231.17 – 363.25 |
| Volume | 360,880 shares |
| Market Cap | $15.07B |
| Exchange | NYQ |
Technical Analysis (RNR)
Nexqual's technical model rates RNR "BUY" based on 5 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:26 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 79.21 (overbought) |
| vs SMA50 | Above (USD 330.39) |
| MACD | 8.07 (positive) |
Analyst Ratings (RNR)
Wall Street analysts rate RNR "Hold" based on 18 analysts, with a mean price target of USD 347.31 (range USD 312–428), per Nexqual as of October 23, 2026 at 09:26 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 18 |
| Mean Target | USD 347.31 |
| High Target | USD 428 |
| Low Target | USD 312 |
| Buy / Hold / Sell | 4 / 13 / 1 |
Earnings (RNR)
| Next Earnings Date | 2026-10-27 |
|---|---|
| EPS Estimate | USD 10.15 |
| Revenue Estimate | $1.75B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 12.92 vs est 11.75 ▲ beat |
| 2026-03-31 | USD 13.75 vs est 11.22 ▲ beat |
| 2025-12-31 | USD 13.34 vs est 10.41 ▲ beat |
| 2025-09-30 | USD 15.62 vs est 9.5 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financials & Fundamentals (RNR)
| Total Revenue | $11.17B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -13.20% |
| Gross Margin | +45.35% |
| Operating Margin | +41.67% |
| Profit Margin | +23.58% |
| ROE | +21.48% |
| Debt / Equity | 0.12 |
| Current Ratio | 1.35 |
| Total Cash | $30.44B |
| Total Debt | $2.34B |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financial Health Score (RNR)
Nexqual rates RenaissanceRe Holdings Ltd.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:26 UTC.
| Growth | Weak — Revenue -1% YoY (annual), declining |
|---|---|
| Profitability | Strong — Gross margin 45%, operating 42% (last 12 months) |
| Balance Sheet | Strong — $1.30B cash and investments vs $2.33B debt (Jun 2026, SEC) |
| Cash Flow | Solid — Operating cash flow $3.69B (FY ended Dec 2025, 10-K) |
| Efficiency | Strong — ROE 21%, ROA 5.2% |
Ownership (RNR)
| Insider Ownership | +2.26% |
|---|---|
| Institutional Ownership | +99.56% |
| Shares Outstanding | 41.55M |
| Float | 40.49M |
| Short % of Float | +4.20% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Leadership (RNR)
RenaissanceRe Holdings Ltd. is led by Kevin Joseph O'Donnell, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:26 UTC.
| President, CEO & Director | Kevin Joseph O'Donnell |
|---|---|
| Executive VP & CFO | Robert Qutub |
| Chief Technology Officer | Blythe Walker |
Major Backers & Investors (RNR)
Notable institutional backers of RenaissanceRe Holdings Ltd. include State Farm Mutual Automobile Insurance Co, Boston Partners, Capital Group, according to Nexqual as of October 23, 2026 at 09:26 UTC.
Active Investors
| Investor | Stake |
|---|---|
| State Farm Mutual Automobile Insurance Co | 5.77% |
| Boston Partners | 3.97% |
| Capital Group | 3.78% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 3.48% |
| Lightrock Netherlands B.V. | 3.23% |
| Capital International Investors | 2.77% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 10.06% |
| BlackRock | 10.02% |
| State Street | 3.88% |
| Dimensional Fund Advisors | 2.84% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| EG | Everest Group, Ltd. | USD 407.56 | ▲ 3.24% |
| RGA | Reinsurance Group of America, I | USD 272.05 | ▲ 1.07% |
| HG | Hamilton Insurance Group, Ltd. | USD 37.11 | ▲ 1.62% |
| SPNT | SiriusPoint Ltd. | USD 25.96 | ▲ 1.09% |
| GLRE | Greenlight Reinsurance, Ltd. | USD 15.3 | ▲ 2.41% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:26 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt