Should I Buy RNR? RNR 2026 Analysis

Should You Buy Renaissancere Holdings Ltd (RNR) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

282.720

1 Day change

2.66%

52 Week Range

285.260

Analysis Updated At

2026/01/26

RenaissanceRe Holdings Ltd (RNR) is not a strong buy for a beginner investor with a long-term strategy and $50,000-$100,000 available for investment. The stock lacks clear positive catalysts, has declining financial performance, and exhibits neutral technical and options data. Analysts' ratings are mixed, with no strong consensus for upside potential. Given the investor's profile and the current data, holding off on this stock is recommended.

Technical Analysis

The technical indicators for RNR are neutral. The MACD histogram is negative (-0.754) and contracting, RSI is neutral at 50.288, and moving averages are converging. Key support and resistance levels are close to the current price (Pivot: 273.244, R1: 277.155, S1: 269.332). There is no clear trend or signal for a strong entry point.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

The options data indicates low trading volume and a balanced open interest put-call ratio, suggesting neutral sentiment.

Technical Summary

Sell

Buy

Positive Catalysts

NULL identified. There is no recent news or significant positive developments for the company.

Neutral/Negative Catalysts

Insiders are selling, with a significant 492.05% increase in selling activity over the last month.
Financial performance in Q3 2025 showed a YoY decline in revenue (-7.35%), net income (-22.77%), and EPS (-14.24%).
Analysts highlight a challenging environment for the property and casualty insurance sector, with softening pricing and increased competition.

Financial Performance

In Q3 2025, RenaissanceRe reported declining financial metrics: revenue dropped by -7.35% YoY to $3.11B, net income fell by -22.77% YoY to $892.65M, and EPS decreased by -14.24% YoY to $19.4. Gross margin remained flat. These results indicate a weakening financial position.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analysts' ratings are mixed. While some firms raised price targets (e.g., JPMorgan to $329, Keefe Bruyette to $314), others remain cautious with Neutral or Hold ratings. The average price target is slightly above the current price, but the sector outlook is challenging, with softening pricing and margin pressures.

11 Analyst Rating

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 USD and a high forecast of 455 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.

3 Buy

7 Hold

1 Sell

Hold

Current: 275.400

Low

267

Averages

308.36

High

455

Current: 275.400

Low

267

Averages

308.36

High

455

Barclays

Equal Weight

maintain

$278 -> $304

AI Analysis

2026-01-08

Reason

Barclays

Price Target

$278 -> $304

AI Analysis

2026-01-08

maintain

Equal Weight

Reason

Barclays raised the firm's price target on RenaissanceRe to $304 from $278 and keeps an Equal Weight rating on the shares. The firm adjusted ratings and price targets as part of its 2026 outlook for the North America property and casualty Insurance group. Pricing is softening across commercial and reinsurance, while personal lines look relatively better and brokers face organic growth headwinds, the analyst tells investors in a research note. Barclays recommends staying selective.

TD Cowen

Hold

maintain

$278 -> $280

2026-01-08

Reason

TD Cowen

Price Target

$278 -> $280

2026-01-08

maintain

Hold

Reason

TD Cowen raised the firm's price target on RenaissanceRe to $280 from $278 and keeps a Hold rating on the shares. The firm updated its model and estimates ahead of its Q4 earnings release.

Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for RNR

Unlock Now

RNR Should I Buy

RNR Should I Buy

Should You Buy Renaissancere Holdings Ltd (RNR) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

People Also Watch