RNR
RENAISSANCERE HOLDINGS LTD
Next earnings Jul 21, 2026 (after close) · consensus $11.07 EPS, $2.48B rev
Last earnings -0.1% on 2026-04-28
$319.59
▲ +4.05%$319.59▲ +31.27%
over 1Y
L $230.59EODHDH $319.59
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+4.1%
1W+6.2%
1M+10.5%
3M+9.5%
YTD+17.7%
1Y+31.3%
Buy
Conviction
Horizon
Medium (3–12mo)
12-mo target
$•••
Street · 23 analysts
Hold
Top-tier property-cat reinsurer minting 23% ROE in a hard market, trading at 5.3x earnings and buying back ~12% of shares.
P/E (price / FY diluted EPS) 5.3 · FY2025
The read
Quality fundamentals and an attractive price line up (~566% below fair value) — the rarer case where both the business and the entry look good.
RenaissanceRe is a leading Bermuda property-catastrophe and specialty reinsurer enjoying a hard pricing market. FY2025 produced net income of $2.68B (+43.4%) and diluted EPS of $56.03 (+59.1%) on revenue of $12.8B (+9.9%), driving a 23.1% return on equity and a 20.9% net margin. Equity grew 9.8% to $11.6B and retained earnings jumped 30.8% to $10.8B, reflecting a year with limited large catastrophe losses and strong investment income.
Financials · annual, by fiscal year
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $5.28B | $5.06B | $9.13B | $11.7B | $12.8B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | -$40.2M | -$1.06B | $2.56B | $1.87B | $2.68B |
| Diluted EPS | -$1.57 | -$25.50 | $52.27 | $35.21 | $56.03 |
| Net margin | -0.8% | -21.0% | 28.0% | 16.0% | 20.9% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value—
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)0.13
Earnings yield19.3%
FCF yield—
Quality & risk
ROIC (est.)—
Free cash flow—
Total debt$2.33B
Net cash-$598M
Piotroski F-Score6/7
Capital returns
Buyback yield11.5%
Dividend yield (est.)0.5%
Shareholder yield12.0%
Shares Δ YoY-11.7%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsSome governance/structural items recently, but no outright red flags.
Recent filings
all on EDGAR ↗144Filing2026-06-25open ↗144Filing2026-06-24open ↗144Filing2026-06-03open ↗4Period ending 2026-05-182026-05-19open ↗144Filing2026-05-18open ↗8-KPeriod ending 2026-05-112026-05-14open ↗13F-HRPeriod ending 2026-03-312026-05-14open ↗SCHEDULE 13G/AFiling2026-05-14open ↗4Period ending 2026-05-112026-05-12open ↗4Period ending 2026-05-112026-05-12open ↗3Period ending 2026-05-052026-05-12open ↗S-3ASRFiling2026-05-07open ↗
Frequently asked
- Is RENAISSANCERE HOLDINGS LTD (RNR) a buy?
- RNR currently carries a Buy rating with 4/5 conviction, derived from its latest SEC filings. Top-tier property-cat reinsurer minting 23% ROE in a hard market, trading at 5.3x earnings and buying back ~12% of shares.
- What is RNR's fair value?
- A Modified-Graham model based on RNR's SEC fundamentals estimates a fair value of about $2,129.14. It is an estimate from reported earnings, not a price target.
- Is RNR overvalued or undervalued?
- Against a Modified-Graham fair-value estimate, RNR currently appears undervalued relative to its SEC-grounded earnings power.
- What is RENAISSANCERE HOLDINGS LTD's quality score?
- RNR scores 84.6470588235294/100 (grade A) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0000913144, latest 10-Q filed 2026-04-29) · EODHD · analysis by claude-code · as of 6/21/2026, 8:47:03 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.