RenaissanceRe Holdings Ltd. $RNR Shares Sold by Vanguard Group Inc.

Vanguard Group Inc. decreased its stake in shares of RenaissanceRe Holdings Ltd. (NYSE:RNR) by 5.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,792,295 shares of the insurance provider’s stock after selling 271,026 shares during the period. Vanguard Group Inc. owned approximately 10.39% of RenaissanceRe worth $1,216,907,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of RenaissanceRe by 39.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 9,687 shares of the insurance provider’s stock valued at $2,325,000 after acquiring an additional 2,737 shares in the last quarter. Millennium Management LLC acquired a new stake in RenaissanceRe in the first quarter worth approximately $15,289,000. Jones Financial Companies Lllp boosted its stake in RenaissanceRe by 900.0% during the 1st quarter. Jones Financial Companies Lllp now owns 1,350 shares of the insurance provider’s stock valued at $324,000 after purchasing an additional 1,215 shares in the last quarter. Goldman Sachs Group Inc. boosted its stake in RenaissanceRe by 72.5% during the 1st quarter. Goldman Sachs Group Inc. now owns 57,186 shares of the insurance provider’s stock valued at $13,725,000 after purchasing an additional 24,027 shares in the last quarter. Finally, CWM LLC increased its position in shares of RenaissanceRe by 32.9% during the 2nd quarter. CWM LLC now owns 799 shares of the insurance provider’s stock valued at $194,000 after purchasing an additional 198 shares during the period. 99.97% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

RNR has been the subject of several research analyst reports. Weiss Ratings restated a “buy (b)” rating on shares of RenaissanceRe in a report on Monday, December 29th. Wall Street Zen raised shares of RenaissanceRe from a “hold” rating to a “buy” rating in a report on Saturday, February 14th. Morgan Stanley restated an “overweight” rating and set a $310.00 price objective on shares of RenaissanceRe in a research report on Friday, February 6th. Mizuho lifted their price target on shares of RenaissanceRe from $277.00 to $313.00 and gave the stock a “neutral” rating in a research report on Friday, February 6th. Finally, BMO Capital Markets reaffirmed an “outperform” rating and issued a $303.00 price target on shares of RenaissanceRe in a report on Friday, December 5th. Four analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and an average price target of $309.60.

RenaissanceRe Stock Down 0.3%

Shares of NYSE:RNR opened at $298.96 on Friday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.43 and a current ratio of 1.43. The company has a market cap of $13.00 billion, a PE ratio of 5.27, a price-to-earnings-growth ratio of 0.73 and a beta of 0.24. RenaissanceRe Holdings Ltd. has a 52 week low of $219.00 and a 52 week high of $315.88. The firm has a 50 day simple moving average of $283.08 and a 200 day simple moving average of $263.33.

RenaissanceRe (NYSE:RNR) last posted its quarterly earnings data on Tuesday, February 3rd. The insurance provider reported $13.34 earnings per share for the quarter, topping the consensus estimate of $10.59 by $2.75. RenaissanceRe had a net margin of 20.88% and a return on equity of 18.29%. The firm had revenue of $2.97 billion for the quarter, compared to analysts’ expectations of $1.73 billion. During the same period in the previous year, the company posted $8.06 EPS. The company’s quarterly revenue was up 29.6% compared to the same quarter last year. As a group, research analysts expect that RenaissanceRe Holdings Ltd. will post 26.04 earnings per share for the current year.

RenaissanceRe Increases Dividend

The firm 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 of this dividend 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 yield of 0.5%. RenaissanceRe’s payout ratio is presently 2.82%.

Key Stories Impacting RenaissanceRe

Here are the key news stories impacting RenaissanceRe this week:

• Positive Sentiment: Zacks raised longer‑term and some full‑year targets — notable upgrades include FY2027 to $41.00 (from $40.25), FY2026 to $36.34 (slightly up), and FY2028 to $42.80 — signaling an improved multi‑year earnings outlook that could support valuation expansion. Zacks estimate upgrades
• Positive Sentiment: Zacks also increased several upcoming quarter forecasts (examples: Q4 2026 to $9.78 from $8.62; Q3 2026 to $4.62 from $4.52; Q4 2027 to $11.26), which may be viewed as positive for near‑to‑mid term earnings visibility. Zacks quarterly upgrades
• Neutral Sentiment: Zacks kept a “Hold” rating on RNR and left the consensus current full‑year estimate contextually unchanged (the street consensus referenced is $26.04 FY). That maintains an overall neutral analyst stance despite the estimate tinkering. Zacks rating
• Negative Sentiment: Zacks cut several near‑term quarterly estimates — including Q1 2026 (11.44 → 10.86), Q2 2026 (11.71 → 11.07), Q1 2027 (12.31 → 11.90) and Q2 2027 (12.46 → 12.22). Those downgrades can pressure short‑term sentiment and help explain the intraday share weakness. Zacks quarterly cuts

Insider Transactions at RenaissanceRe

In other RenaissanceRe news, EVP Robert Qutub sold 5,000 shares of the firm’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $305.75, for a total transaction of $1,528,750.00. Following the completion of the sale, the executive vice president directly 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 legal filing with the SEC, which is available through this hyperlink. Corporate insiders own 1.30% of the company’s stock.

RenaissanceRe 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.