Q1 EPS Estimates for RenaissanceRe Reduced by Zacks Research

RenaissanceRe Holdings Ltd. (NYSE:RNR) – Analysts at Zacks Research cut their Q1 2025 earnings per share estimates for RenaissanceRe in a note issued to investors on Monday, February 10th. Zacks Research analyst K. Dey now anticipates that the insurance provider will post earnings of $1.77 per share for the quarter, down from their previous estimate of $10.90. The consensus estimate for RenaissanceRe’s current full-year earnings is $29.92 per share. Zacks Research also issued estimates for RenaissanceRe’s Q2 2025 earnings at $11.07 EPS, Q3 2025 earnings at $3.85 EPS, FY2025 earnings at $25.41 EPS, Q1 2026 earnings at $7.77 EPS, Q2 2026 earnings at $12.03 EPS, Q3 2026 earnings at $8.41 EPS, FY2026 earnings at $38.64 EPS and FY2027 earnings at $41.10 EPS.

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

Other analysts have also issued research reports about the stock. JMP Securities reiterated a “market perform” rating on shares of RenaissanceRe in a research report on Thursday, January 30th. Barclays lowered RenaissanceRe from an “equal weight” rating to an “underweight” rating and reduced their price objective for the company from $284.00 to $234.00 in a research note on Monday, January 6th. JPMorgan Chase & Co. boosted their target price on shares of RenaissanceRe from $280.00 to $284.00 and gave the stock a “neutral” rating in a research note on Friday, January 3rd. Keefe, Bruyette & Woods reduced their price target on RenaissanceRe from $318.00 to $294.00 and set an “outperform” rating on the stock in a report on Tuesday, February 4th. Finally, StockNews.com lowered RenaissanceRe from a “buy” rating to a “hold” rating in a research report on Tuesday, October 22nd. Two equities research analysts have rated the stock with a sell rating, six have issued a hold rating and four have given a buy rating to the stock. Based on data from MarketBeat.com, RenaissanceRe currently has a consensus rating of “Hold” and an average price target of $279.90.

RenaissanceRe Trading Down 1.7 %

RNR opened at $230.93 on Thursday. The stock has a market capitalization of $11.99 billion, a price-to-earnings ratio of 6.59, a P/E/G ratio of 1.91 and a beta of 0.43. The company has a quick ratio of 1.43, a current ratio of 1.42 and a debt-to-equity ratio of 0.19. RenaissanceRe has a twelve month low of $208.98 and a twelve month high of $300.00. The company has a 50-day simple moving average of $251.89 and a 200 day simple moving average of $257.91.

RenaissanceRe Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 31st. Stockholders of record on Friday, March 14th will be given a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.69%. The ex-dividend date of this dividend is Friday, March 14th. This is a boost from RenaissanceRe’s previous quarterly dividend of $0.39. RenaissanceRe’s dividend payout ratio is 4.45%.

Insider Buying and Selling at RenaissanceRe

In other RenaissanceRe news, EVP David E. Marra sold 1,000 shares of the business’s stock in a transaction on Wednesday, January 15th. The shares were sold at an average price of $254.16, for a total transaction of $254,160.00. Following the completion of the sale, the executive vice president now owns 79,392 shares in the company, valued at approximately $20,178,270.72. The trade was a 1.24 % decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 1.30% of the company’s stock.

Hedge Funds Weigh In On RenaissanceRe

A number of hedge funds have recently added to or reduced their stakes in RNR. Boston Partners lifted its holdings in shares of RenaissanceRe by 28.5% in the fourth quarter. Boston Partners now owns 2,013,382 shares of the insurance provider’s stock valued at $500,991,000 after purchasing an additional 446,781 shares in the last quarter. Impax Asset Management Group plc lifted its stake in RenaissanceRe by 10.8% during the 4th quarter. Impax Asset Management Group plc now owns 1,880,166 shares of the insurance provider’s stock valued at $466,969,000 after acquiring an additional 182,530 shares in the last quarter. Geode Capital Management LLC boosted its holdings in RenaissanceRe by 24.3% during the 4th quarter. Geode Capital Management LLC now owns 1,144,805 shares of the insurance provider’s stock worth $284,907,000 after acquiring an additional 223,991 shares during the last quarter. Norges Bank bought a new stake in shares of RenaissanceRe in the 4th quarter worth $173,530,000. Finally, Sei Investments Co. raised its holdings in shares of RenaissanceRe by 19.5% in the fourth quarter. Sei Investments Co. now owns 183,835 shares of the insurance provider’s stock valued at $45,744,000 after purchasing an additional 29,974 shares during the last quarter. Institutional investors and hedge funds own 99.97% of the company’s stock.

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.