RNRFinancial Services · Insurance - ReinsuranceThe 17 Wall Street analysts covering RenaissanceRe Holdings Ltd. hold a median 12-month price target of $341 — +4.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 92 of 100 as at 19 Sept 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores RenaissanceRe Holdings Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (94): The share price has been relatively steady.
Accruals (46): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (12): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on RNR, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +4.2% from it.
Of the 20 most recent actions, 12 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 July 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | $342 → $350 |
| 27 July 2026 | UBS | Maintains | Neutral | $342 → $349 |
| 23 July 2026 | B of A Securities | Maintains | Buy | $410 → $438 |
| 23 July 2026 | Evercore ISI Group | Maintains | In-Line | $320 → $330 |
| 20 July 2026 | JP Morgan | Maintains | Neutral | — |
| 20 July 2026 | JP Morgan | Maintains | Neutral | $329 → $360 |
| 10 July 2026 | Evercore ISI Group | Maintains | In-Line | $309 → $320 |
| 10 July 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 9 July 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 9 July 2026 | Cantor Fitzgerald | Maintains | Overweight | $340 → $354 |
| 9 July 2026 | Mizuho | Maintains | Neutral | $325 → $329 |
| 9 July 2026 | Mizuho | Maintains | Neutral | — |
| 9 July 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 9 July 2026 | Wells Fargo | Maintains | Equal-Weight | $306 → $329 |
| 8 July 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | $327 → $342 |
| 8 July 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 8 July 2026 | UBS | Maintains | Neutral | $326 → $342 |
| 8 July 2026 | UBS | Maintains | Neutral | — |
| 7 July 2026 | Barclays | Maintains | Equal-Weight | $328 → $341 |
| 7 July 2026 | Barclays | Maintains | Equal-Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. RNR appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 18 Sept 2026, RenaissanceRe Holdings Ltd. returned +35.4% against +16.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 65% of US stocks
Cheaper than 64% of US stocks
Cheaper than 65% of US stocks
Higher than 14% of US stocks
Higher than 20% of US stocks
Higher than 93% of US stocks
Higher than 85% of US stocks
Higher than 82% of US stocks
Higher than 77% of US stocks
Higher than 9% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
RenaissanceRe Holdings Ltd. has a market value of $13.6B and an enterprise value of −$6.4B.
Revenue in the twelve months to 30 June 2026: $11.1B. The latest quarter shrank 13.2% year on year.
Net income over the same four quarters: $4.0B, a 35.9% net margin.
Diluted earnings per share, trailing twelve months: $58.20.
Free cash flow in the twelve months to 30 June 2026: $3.6B.
RenaissanceRe Holdings Ltd. spent $1.6B on share buybacks and $106.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 5.7×; forward P/E: 8.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.50%, paying out 3% of earnings.
RenaissanceRe Holdings Ltd. employs 1,040 people — $10.6M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| RNRRenaissanceRe Holdings Ltd. | $13.6B | 92 |
| EGEverest Group Ltd. | $14.8B | 76 |
| RGAReinsurance Group of America, Inc. | $16.0B | 74 |
| HGHamilton Insurance Group Ltd. | $3.4B | 82 |
| SPNTSiriusPoint Ltd. | $2.9B | 93 |
| AIZAssurant, Inc.* | $14.1B | 76 |
| TRUTransUnion* | $14.1B | 57 |
* Nearest Financial Services names by size — few insurance - reinsurance companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own RenaissanceRe Holdings Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research noted that RenaissanceRe (RNR) trades at a discounted valuation with stronger underwriting, but faces risks from falling premiums and rising debt costs.
Why it matters — RNR watchers would care because the analysis highlights both the company's valuation and underwriting strengths and the risks from falling premiums and rising debt costs.
A Zacks Investment Research report highlights that alternative capital is poised to reshape the reinsurance sector, creating growth opportunities for reinsurers that pair strong underwriting with third-party capital. Three reinsurers, including RenaissanceRe, are noted as positioned to benefit from this trend.
Why it matters — RNR watchers would care because the growth of alternative capital could open new opportunities for the company if it leverages its underwriting strength alongside third-party capital.
According to Zacks Investment Research, RenaissanceRe is leveraging its growing insurance-linked securities (ILS) capacity to expand fee-based income. This provides the company with an additional earnings stream beyond its traditional underwriting operations.
Why it matters — RNR watchers would care because a growing fee-based earnings stream from its ILS platform could diversify and strengthen the company's overall revenue base beyond conventional underwriting.
RenaissanceRe (RNR) reported earnings 30 days ago, and its stock has risen 1.5% since that report. The article examines what may be next for the stock following the earnings release.
Why it matters — A RNR watcher would care because the article assesses the stock's performance in the month following its latest earnings report.
RenaissanceRe's Board of Directors declared a quarterly dividend of $0.41 per common share, payable on September 30, 2026, to shareholders of record on September 15, 2026. The Board also renewed the company's share repurchase program, increasing the total authorization to $750.0 million.
Why it matters — RNR shareholders benefit from a continued dividend payout and the renewed buyback program signals the company's commitment to returning capital to shareholders.
The 17 Wall Street analysts covering RenaissanceRe Holdings Ltd. have a median 12-month price target of $341, with estimates ranging from $304 to $438. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 17 analysts covering RenaissanceRe Holdings Ltd., 4 rate it a Buy, 12 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks RenaissanceRe Holdings Ltd. 92 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 19 Sept 2026, RenaissanceRe Holdings Ltd. ranks 92 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (94 of 100).
No one can know that. What the data says: the median 12-month target from 17 analysts implies +4.2% from the last close, and Ticker Nerd's factor model ranks RenaissanceRe Holdings Ltd. 92 out of 100 as at 19 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering RenaissanceRe Holdings Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for RNR are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $304 to $438 over the next 12 months.
RenaissanceRe Holdings Ltd. returned +35.4% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
RenaissanceRe Holdings Ltd. is a global reinsurance and insurance company that provides property, casualty, and specialty risk solutions to insurers and other institutional clients.
The most recent item we track (Zacks Investment Research, 14 Sept 2026): "RenaissanceRe Trades at a Discount to Peers: Hold or Fold?". Zacks Investment Research noted that RenaissanceRe (RNR) trades at a discounted valuation with stronger underwriting, but faces risks from falling premiums and rising debt costs.
RenaissanceRe Holdings Ltd. is a global reinsurance and insurance company that provides property, casualty, and specialty risk solutions to insurers and other institutional clients. The company focuses on underwriting complex risks, including catastrophe-exposed property coverage and a broad range of casualty and specialty lines, through its operating segments and related insurance activities. Its business is built around helping customers manage large, volatile, and hard-to-place exposures with tailored reinsurance structures and capital-efficient solutions. RenaissanceRe Holdings Ltd. also supports its core underwriting platform with related services and investments that complement its risk-transfer operations. Headquartered in Pembroke, Bermuda, the company serves markets in the United States and internationally through a network of intermediaries and subsidiaries.
CEO Mr. Kevin Joseph O'Donnell · 1,040 employees · Bermuda · https://www.renre.com
