Q4 EPS Estimates for RenaissanceRe Boosted by Zacks Research

RenaissanceRe Holdings Ltd. (NYSE:RNR) – Analysts at Zacks Research increased their Q4 2025 EPS estimates for shares of RenaissanceRe in a research note issued on Monday, February 10th. Zacks Research analyst K. Dey now expects that the insurance provider will earn $8.71 per share for the quarter, up from their prior estimate of $8.57. The consensus estimate for RenaissanceRe’s current full-year earnings is $29.92 per share. Zacks Research also issued estimates for RenaissanceRe’s Q4 2026 earnings at $10.44 EPS.

Other research analysts have also issued reports about the company. Wells Fargo & Company dropped their price objective on RenaissanceRe from $288.00 to $277.00 and set an “overweight” rating for the company in a research note on Thursday, January 30th. Morgan Stanley dropped their target price on shares of RenaissanceRe from $265.00 to $245.00 and set an “equal weight” rating for the company in a research report on Friday, January 31st. StockNews.com cut shares of RenaissanceRe from a “buy” rating to a “hold” rating in a research note on Tuesday, October 22nd. Keefe, Bruyette & Woods dropped their price objective on shares of RenaissanceRe from $318.00 to $294.00 and set an “outperform” rating for the company in a report on Tuesday, February 4th. Finally, Evercore ISI boosted their target price on RenaissanceRe from $229.00 to $246.00 and gave the stock an “underperform” rating in a report on Thursday, November 7th. Two research analysts have rated the stock with a sell rating, six have issued a hold rating and four have assigned a buy rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $279.90.

RenaissanceRe Trading Up 0.5 %

Shares of RNR opened at $235.19 on Wednesday. The company has a current ratio of 1.42, a quick ratio of 1.43 and a debt-to-equity ratio of 0.19. The stock has a market cap of $12.22 billion, a PE ratio of 6.72, a PEG ratio of 1.91 and a beta of 0.43. RenaissanceRe has a 1 year low of $208.98 and a 1 year high of $300.00. The stock has a 50 day simple moving average of $252.96 and a 200-day simple moving average of $258.10.

RenaissanceRe (NYSE:RNR) last posted its quarterly earnings results on Tuesday, January 28th. The insurance provider reported $8.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.94 by $1.12. RenaissanceRe had a net margin of 15.99% and a return on equity of 23.41%.

Institutional Investors Weigh In On RenaissanceRe

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Boston Partners grew its position in shares of RenaissanceRe by 28.5% during the 4th quarter. Boston Partners now owns 2,013,382 shares of the insurance provider’s stock worth $500,991,000 after buying an additional 446,781 shares during the period. Impax Asset Management Group plc boosted its stake in RenaissanceRe by 32.4% during the 3rd quarter. Impax Asset Management Group plc now owns 1,697,636 shares of the insurance provider’s stock worth $461,679,000 after acquiring an additional 415,366 shares during the last quarter. Philadelphia Financial Management of San Francisco LLC acquired a new position in RenaissanceRe during the third quarter valued at approximately $18,969,000. Northwest & Ethical Investments L.P. bought a new stake in RenaissanceRe in the third quarter valued at approximately $17,086,000. Finally, World Investment Advisors LLC acquired a new stake in RenaissanceRe in the third quarter worth $16,176,000. Institutional investors own 99.97% of the company’s stock.

Insider Activity

In other news, EVP David E. Marra sold 1,000 shares of the stock in a transaction on Wednesday, January 15th. The stock was sold at an average price of $254.16, for a total value of $254,160.00. Following the transaction, the executive vice president now owns 79,392 shares of the company’s stock, valued at $20,178,270.72. This represents a 1.24 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 1.30% of the stock is currently owned by insiders.

RenaissanceRe Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 31st. Stockholders of record on Friday, March 14th will be paid a $0.40 dividend. This is a boost from RenaissanceRe’s previous quarterly dividend of $0.39. This represents a $1.60 annualized dividend and a dividend yield of 0.68%. The ex-dividend date of this dividend is Friday, March 14th. RenaissanceRe’s dividend payout ratio (DPR) is 4.45%.

RenaissanceRe Company Profile

RenaissanceRe Holdings Ltd., together with its subsidiaries, provides reinsurance and insurance products in the United States and internationally. The company operates through Property, and Casualty and Specialty segments. The Property segment writes property catastrophe excess of loss reinsurance and excess of loss reinsurance to insure insurance and reinsurance companies against natural and man-made catastrophes, including hurricanes, earthquakes, typhoons, and tsunamis, as well as winter storms, freezes, floods, fires, windstorms, tornadoes, explosions, and acts of terrorism; and other property class of products, such as proportional reinsurance, property per risk, property reinsurance, binding facilities, and regional U.S.