Validea David Dreman Strategy Daily Upgrade Report - 4/26/2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 01 2025
0mins
Source: NASDAQ.COM
Stock Ratings Update: Validea's Contrarian Investor model, based on David Dreman's strategy, has upgraded MOL Magyar Olaj es Gazipari Nyrt and RenaissanceRe Holdings Ltd, with ratings increasing to 70% and 69% respectively, indicating improving fundamentals for both companies.
Company Profiles: MOL Magyar Olaj is a Hungary-based integrated oil and gas company operating in over 30 countries, while RenaissanceRe Holdings is a global provider of reinsurance and insurance solutions, specializing in catastrophe coverage.
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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: 275.400
Low
267.00
Averages
308.36
High
455.00
Current: 275.400
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.
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.
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RenaissanceRe Holdings (RNR) Raises 2023 Earnings Estimate by 27.6%
- Earnings Estimate Increase: RenaissanceRe Holdings Ltd. has seen its 2023 earnings estimate raised by 27.6% over the past 60 days, indicating strong performance in the insurance and reinsurance sectors, which is expected to drive stock price appreciation and bolster investor confidence.
- Industry Competitiveness: The company's PEG ratio stands at 1.61, lower than the industry average of 1.81, highlighting its relatively high growth potential, which may attract more investor interest and enhance its market position.
- Growth Score: With a Growth Score of B, RenaissanceRe is recognized for its growth potential within the industry, likely appealing to investors seeking stable returns and further driving capital inflows.
- Market Opportunity: As demand for insurance and reinsurance rises, the upward revision of RenaissanceRe's earnings estimates may enable it to capture a larger share in a competitive market, facilitating sustainable growth.
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