Company Reports Q4 Revenue of $2.97B, ROE of 25.9%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5d ago
0mins
Should l Buy RNR?
Reports Q4 revenue $2.97B. Reports return on average common equity of 25.9% and operating return on average common equity of 18.2%. Reports bo0k value per common share $247.00 vs. $195.77 last year. The company said, "We are pleased to report that we grew book value per common share by 26.2% and tangible book value per common share plus change in accumulated dividends by 30.8% in 2025, and that each of these metrics has more than doubled over the last three years. We have accomplished this by consistently executing our strategy and maximizing the returns on each of our Three Drivers of Profit - underwriting, fee and net investment income - while optimizing our capital base through significant capital return to our investors. At the January 1 renewal, we retained the lines that we targeted and built an underwriting portfolio designed to generate returns well in excess of the cost of capital. Looking forward to 2026, we expect the combination of our attractive underwriting portfolio, strong fee and investment income and robust capital management will continue to generate long-term value for our shareholders."
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Analyst Views on RNR
Wall Street analysts forecast RNR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RNR is 308.36 USD with a low forecast of 267.00 USD and a high forecast of 455.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
3 Buy
7 Hold
1 Sell
Hold
Current: 300.560
Low
267.00
Averages
308.36
High
455.00
Current: 300.560
Low
267.00
Averages
308.36
High
455.00
About RNR
RenaissanceRe Holdings Ltd. is a global provider of reinsurance and insurance, focused on aligning risk with capital. It offers property, casualty, and specialty reinsurance, along with certain insurance solutions, primarily through intermediaries. It has two reportable segments: Property and Casualty and Specialty. The Property segment includes catastrophe reinsurance, primarily excess of loss and retrocessional coverage for natural and man-made disasters, as well as other property business such as proportional reinsurance, property per risk, property reinsurance, binding facilities, and regional multi-line business. The Casualty and Specialty segment encompasses reinsurance activities across a range of complex, longer-tail risk categories, including general casualty, professional liability, credit, and other specialty lines of reinsurance. The Company combines data, technology, and the ability to deliver risk solutions and capacity through owned and managed partner balance sheets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Citi Downgrades RenaissanceRe to Neutral Amid Growth Concerns
- Rating Downgrade: Citi downgraded RenaissanceRe from Buy to Neutral, reflecting a cautious outlook as the company prioritizes return on equity stability over revenue growth, indicating potential challenges ahead.
- Stock Movement: RenaissanceRe's stock dipped 1.5% in Monday trading, with its valuation multiple rising from approximately 6x to over 8x in the past six months, suggesting a market reassessment of its future prospects.
- Competitive Pressures: Analyst Matthew Heimermann noted that increasing competition in core property lines may necessitate continued underwriting discipline, thereby limiting growth potential and EPS prospects in the intermediate term.
- Buyback Support: Despite these challenges, stock buyback activity is expected to support the stock price, with Citi's updated Q1 2026 EPS estimate increasing from $7.29 to $7.69, reflecting the company's proactive capital return strategy.
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- Stock Sale Announcement: Officer Ross Curtis of Renaissance Re Holdings intends to sell 15,000 shares of its common stock.
- Market Value: The total market value of the shares being sold is approximately $4.43 million.
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RenaissanceRe Q4 Earnings Exceed Expectations
- Earnings Beat: RenaissanceRe reported a Q4 non-GAAP EPS of $13.34, surpassing expectations by $2.93, which reflects the company's strong profitability and boosts investor confidence.
- Significant Revenue Growth: The company achieved revenues of $2.97 billion in Q4, marking a 29.7% year-over-year increase and exceeding forecasts by $1.3 billion, indicating robust competitive positioning and business expansion capabilities.
- Undervalued Preferred Stocks: Market analysis suggests that RenaissanceRe's preferred stocks are undervalued, potentially offering investors a compelling opportunity, highlighting the company's advantages in capital structure.
- Positive Future Outlook: With ongoing growth in the insurance and reinsurance markets, analysts maintain an optimistic outlook for RenaissanceRe's future performance, which is expected to further enhance shareholder returns and market share.
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RenaissanceRe Q4 Earnings Announcement Scheduled
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- Revenue Expectations Decline: Despite the optimistic EPS outlook, the revenue estimate stands at $1.67 billion, representing a 27.1% year-over-year decline, highlighting potential challenges in the market environment and business fluctuations.
- Historical Performance: Over the past two years, RenaissanceRe has beaten EPS estimates 88% of the time and revenue estimates 63% of the time, demonstrating the company's reliability in earnings forecasts and market confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen 14 upward revisions and 1 downward revision, while revenue estimates have had 1 upward revision with no downward adjustments, reflecting analysts' optimistic outlook on the company's future performance.
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RenaissanceRe, Phibro, and Commercial Metals Rated Strong with Notable Earnings Growth
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- Phibro's Performance Boost: Phibro Animal Health Corporation's earnings estimate has increased by 9.1% in the past 60 days, with a PEG ratio of 1.07, significantly lower than the industry average of 2.68, highlighting the company's competitive edge and growth potential in the animal health sector.
- Commercial Metals Growth Outlook: Commercial Metals Company has experienced a 21.3% increase in its current year earnings estimate over the last 60 days, with a PEG ratio of 0.39, showcasing strong growth potential in the steel and metals manufacturing industry, likely attracting more investor interest.
- Investment Opportunities: Zacks Investment Research anticipates the release of 10 top stock picks for 2026, with historical performance suggesting they could significantly outperform the S&P 500, prompting investors to keep an eye on these high-return opportunities.
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Citi Downgrades RenaissanceRe to Neutral Amid Growth Concerns
- Rating Downgrade: Citi downgraded RenaissanceRe from Buy to Neutral, reflecting a cautious outlook as the company prioritizes return on equity stability over revenue growth, indicating potential challenges ahead.
- Stock Movement: RenaissanceRe's stock dipped 1.5% in Monday trading, with its valuation multiple rising from approximately 6x to over 8x in the past six months, suggesting a market reassessment of its future prospects.
- Competitive Pressures: Analyst Matthew Heimermann noted that increasing competition in core property lines may necessitate continued underwriting discipline, thereby limiting growth potential and EPS prospects in the intermediate term.
- Buyback Support: Despite these challenges, stock buyback activity is expected to support the stock price, with Citi's updated Q1 2026 EPS estimate increasing from $7.29 to $7.69, reflecting the company's proactive capital return strategy.
See More
RENAISSANCERE HOLDINGS LTD: UBS Increases Target Price from $280 to $312
Company Overview: Renaissance Holdings Ltd. has announced a significant increase in its target price.
New Target Price: The target price has been raised to $312 from a previous price of $280.
See More
RenaissanceRe Holdings (RNR.US) Officer Plans to Sell $4.43 Million in Common Stock via Form 144 Amendment
- Stock Sale Announcement: Officer Ross Curtis of Renaissance Re Holdings intends to sell 15,000 shares of its common stock.
- Market Value: The total market value of the shares being sold is approximately $4.43 million.
See More
RenaissanceRe Q4 Earnings Exceed Expectations
- Earnings Beat: RenaissanceRe reported a Q4 non-GAAP EPS of $13.34, surpassing expectations by $2.93, which reflects the company's strong profitability and boosts investor confidence.
- Significant Revenue Growth: The company achieved revenues of $2.97 billion in Q4, marking a 29.7% year-over-year increase and exceeding forecasts by $1.3 billion, indicating robust competitive positioning and business expansion capabilities.
- Undervalued Preferred Stocks: Market analysis suggests that RenaissanceRe's preferred stocks are undervalued, potentially offering investors a compelling opportunity, highlighting the company's advantages in capital structure.
- Positive Future Outlook: With ongoing growth in the insurance and reinsurance markets, analysts maintain an optimistic outlook for RenaissanceRe's future performance, which is expected to further enhance shareholder returns and market share.
See More
RenaissanceRe Q4 Earnings Announcement Scheduled
- Earnings Release Date: RenaissanceRe is set to announce its Q4 earnings on February 3rd after market close, with a consensus EPS estimate of $10.41, reflecting a 29.2% year-over-year growth, indicating sustained profitability.
- Revenue Expectations Decline: Despite the optimistic EPS outlook, the revenue estimate stands at $1.67 billion, representing a 27.1% year-over-year decline, highlighting potential challenges in the market environment and business fluctuations.
- Historical Performance: Over the past two years, RenaissanceRe has beaten EPS estimates 88% of the time and revenue estimates 63% of the time, demonstrating the company's reliability in earnings forecasts and market confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen 14 upward revisions and 1 downward revision, while revenue estimates have had 1 upward revision with no downward adjustments, reflecting analysts' optimistic outlook on the company's future performance.
See More
RenaissanceRe, Phibro, and Commercial Metals Rated Strong with Notable Earnings Growth
- RenaissanceRe Earnings Surge: RenaissanceRe Holdings Ltd. has seen its current year earnings estimate rise by 27.4% over the last 60 days, indicating robust performance in the insurance and reinsurance sector, which is likely to drive stock price appreciation and bolster market confidence.
- Phibro's Performance Boost: Phibro Animal Health Corporation's earnings estimate has increased by 9.1% in the past 60 days, with a PEG ratio of 1.07, significantly lower than the industry average of 2.68, highlighting the company's competitive edge and growth potential in the animal health sector.
- Commercial Metals Growth Outlook: Commercial Metals Company has experienced a 21.3% increase in its current year earnings estimate over the last 60 days, with a PEG ratio of 0.39, showcasing strong growth potential in the steel and metals manufacturing industry, likely attracting more investor interest.
- Investment Opportunities: Zacks Investment Research anticipates the release of 10 top stock picks for 2026, with historical performance suggesting they could significantly outperform the S&P 500, prompting investors to keep an eye on these high-return opportunities.
See More
