Zacks Research Forecasts Weaker Earnings for RenaissanceRe

RenaissanceRe Holdings Ltd. (NYSE:RNR) – Zacks Research cut their Q1 2026 earnings per share estimates for shares of RenaissanceRe in a 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 previous 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.

Other research analysts have also recently issued reports about the stock. Evercore increased their target price on shares of RenaissanceRe from $283.00 to $291.00 and gave the company an “in-line” rating in a report on Wednesday, February 4th. Wells Fargo & Company raised their price objective on RenaissanceRe from $281.00 to $306.00 and gave the company an “equal weight” rating in a research note on Thursday, February 5th. UBS Group reaffirmed a “neutral” rating and set a $312.00 price objective on shares of RenaissanceRe in a report on Monday, February 9th. Barclays upped their target price on RenaissanceRe from $278.00 to $304.00 and gave the company an “equal weight” rating in a report on Thursday, January 8th. Finally, Keefe, Bruyette & Woods raised their price target on RenaissanceRe from $314.00 to $323.00 and gave the company a “market perform” rating in a research report on Monday, February 9th. Four equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, RenaissanceRe currently has a consensus rating of “Hold” and a consensus price target of $309.60.

RenaissanceRe Stock Down 0.3%

Shares of NYSE RNR opened at $298.96 on Thursday. The stock has a market capitalization of $13.00 billion, a price-to-earnings ratio of 5.27, a price-to-earnings-growth ratio of 0.74 and a beta of 0.24. RenaissanceRe has a 52 week low of $219.00 and a 52 week high of $315.88. The firm has a 50-day moving average price of $283.08 and a 200 day moving average price of $263.17. The company has a quick ratio of 1.43, a current ratio of 1.43 and a debt-to-equity ratio of 0.21.

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

RenaissanceRe Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th will be given a $0.41 dividend. This is an increase from RenaissanceRe’s previous quarterly dividend of $0.40. This represents a $1.64 annualized dividend and a dividend yield of 0.5%. The ex-dividend date is Friday, March 13th. RenaissanceRe’s dividend payout ratio (DPR) is currently 2.82%.

Insider Activity at RenaissanceRe

In related news, EVP Robert Qutub sold 5,000 shares of RenaissanceRe 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 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 transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 1.30% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in RNR. Capital World Investors grew its holdings in shares of RenaissanceRe by 0.3% during the third quarter. Capital World Investors now owns 2,649,518 shares of the insurance provider’s stock worth $672,792,000 after buying an additional 7,839 shares in the last quarter. Boston Partners lifted its stake in shares of RenaissanceRe by 9.9% during the 4th quarter. Boston Partners now owns 1,423,483 shares of the insurance provider’s stock worth $400,150,000 after purchasing an additional 128,245 shares during the period. Impax Asset Management Group plc boosted its holdings in shares of RenaissanceRe by 11.2% during the second quarter. Impax Asset Management Group plc now owns 1,220,038 shares of the insurance provider’s stock worth $295,494,000 after purchasing an additional 122,732 shares during the last quarter. Dimensional Fund Advisors LP grew its position in shares of RenaissanceRe by 3.2% in the fourth quarter. Dimensional Fund Advisors LP now owns 1,033,009 shares of the insurance provider’s stock valued at $290,450,000 after purchasing an additional 31,599 shares during the period. Finally, Lightrock Netherlands B.V. grew its position in shares of RenaissanceRe by 4,690.1% in the fourth quarter. Lightrock Netherlands B.V. now owns 1,017,508 shares of the insurance provider’s stock valued at $286,083,000 after purchasing an additional 996,266 shares during the period. 99.97% of the stock is currently owned by hedge funds and other institutional investors.

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

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.