RenaissanceRe Q1 EPS Forecast Decreased by Zacks Research

RenaissanceRe Holdings Ltd. (NYSE:RNR) – Stock analysts at Zacks Research reduced their Q1 2026 earnings estimates for RenaissanceRe in a research report issued on Tuesday, February 17th. Zacks Research analyst Team now forecasts that the insurance provider will post earnings of $10.86 per share for the quarter, down from their prior forecast of $11.44. Zacks Research has a “Hold” rating on the stock. The consensus estimate for RenaissanceRe’s current full-year earnings is $26.04 per share. Zacks Research also issued estimates for RenaissanceRe’s Q2 2026 earnings at $11.07 EPS, Q3 2026 earnings at $4.62 EPS, Q1 2027 earnings at $11.90 EPS, Q2 2027 earnings at $12.22 EPS, Q4 2027 earnings at $11.26 EPS and FY2027 earnings at $41.00 EPS.

RenaissanceRe (NYSE:RNR) last issued its earnings results on Tuesday, February 3rd. The insurance provider reported $13.34 EPS for the quarter, topping analysts’ consensus estimates of $10.59 by $2.75. RenaissanceRe had a return on equity of 18.29% and a net margin of 20.88%.The firm had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $1.73 billion. During the same quarter in the prior year, the business earned $8.06 earnings per share. The company’s revenue was up 29.6% compared to the same quarter last year.

RNR has been the topic of a number of other reports. Keefe, Bruyette & Woods increased their price target on shares of RenaissanceRe from $314.00 to $323.00 and gave the stock a “market perform” rating in a report on Monday, February 9th. Morgan Stanley reissued an “overweight” rating and set a $310.00 target price on shares of RenaissanceRe in a research note on Friday, February 6th. Weiss Ratings restated a “buy (b)” rating on shares of RenaissanceRe in a research note on Monday, December 29th. Cantor Fitzgerald increased their price target on RenaissanceRe from $252.00 to $282.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 14th. Finally, The Goldman Sachs Group restated a “sell” rating and issued a $267.00 price objective on shares of RenaissanceRe in a research report on Wednesday, January 7th. Four equities research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $309.60.

RenaissanceRe Trading Down 1.1%

RenaissanceRe stock opened at $303.73 on Thursday. The company has a current ratio of 1.43, a quick ratio of 1.43 and a debt-to-equity ratio of 0.21. The firm has a market cap of $13.21 billion, a PE ratio of 5.36, a P/E/G ratio of 0.75 and a beta of 0.24. The stock’s 50 day simple moving average is $281.95 and its two-hundred day simple moving average is $262.50. RenaissanceRe has a 12 month low of $219.00 and a 12 month high of $315.88.

RenaissanceRe Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 13th will be given a dividend of $0.41 per share. The ex-dividend date is Friday, March 13th. This is a positive change from RenaissanceRe’s previous quarterly dividend of $0.40. This represents a $1.64 annualized dividend and a dividend yield of 0.5%. RenaissanceRe’s dividend payout ratio (DPR) is presently 2.82%.

Insider Buying and Selling

In other RenaissanceRe news, EVP Robert Qutub sold 5,000 shares of the firm’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $305.75, for a total value of $1,528,750.00. Following the transaction, the executive vice president owned 73,023 shares in the company, valued at approximately $22,326,782.25. This trade represents a 6.41% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 1.30% of the company’s stock.

Hedge Funds Weigh In On RenaissanceRe

Hedge funds and other institutional investors have recently modified their holdings of the business. SBI Securities Co. Ltd. boosted its position in RenaissanceRe by 33.6% during the fourth quarter. SBI Securities Co. Ltd. now owns 147 shares of the insurance provider’s stock worth $41,000 after acquiring an additional 37 shares during the last quarter. MassMutual Private Wealth & Trust FSB lifted its stake in RenaissanceRe by 20.4% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 230 shares of the insurance provider’s stock worth $65,000 after purchasing an additional 39 shares in the last quarter. Exchange Traded Concepts LLC boosted its holdings in shares of RenaissanceRe by 1.2% during the 3rd quarter. Exchange Traded Concepts LLC now owns 3,355 shares of the insurance provider’s stock worth $852,000 after purchasing an additional 40 shares during the last quarter. AMG National Trust Bank grew its position in shares of RenaissanceRe by 0.7% in the third quarter. AMG National Trust Bank now owns 5,787 shares of the insurance provider’s stock valued at $1,469,000 after purchasing an additional 40 shares in the last quarter. Finally, Beacon Pointe Advisors LLC increased its holdings in shares of RenaissanceRe by 2.2% in the fourth quarter. Beacon Pointe Advisors LLC now owns 1,857 shares of the insurance provider’s stock valued at $522,000 after purchasing an additional 40 shares during the last quarter. 99.97% of the stock is owned by hedge funds and other institutional investors.

RenaissanceRe Company Profile

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.