RNR stock sentiment todayRenaissanceRe Holdings Ltd.
Sentiment verdict
Gossip first, financials second — HOT at 85% confidence.
Last updated · cached analysis, refreshes periodically
RNR
RenaissanceRe Holdings Ltd.A premier catastrophe reinsurer successfully scaling through the Validus acquisition while benefiting from a disciplined 'hard' market environment.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for RNR. Not financial advice.
Price · last 12 months
Gossip
Market narrative focuses on RNR's successful integration of AIG’s Validus Re, which has significantly boosted their market share. Analysts are currently debating how long the 'hard market' (high pricing) in reinsurance will last following a period of low catastrophe losses.
- ·Successful Validus Re acquisition integration
- ·Continued strength in property catastrophe pricing
- ·Increased capital return expectations (buybacks)
- ·Favorable shift toward casualty and specialty lines
Financial
RNR is exhibiting record profitability with a sub-80% combined ratio and explosive ROE. The balance sheet is bolstered by high investment yields on their fixed-income portfolio and significant premium growth.
- ·P/E Ratio: ~5.5x (Forward)
- ·ROE: Exceeding 20%
- ·Operating Margin: ~25-30%
- ·Price-to-Book: ~1.5x
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·Insiders sold a net $1.7M on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Climate change volatility increasing severity of tail-risk events
- ·Potential for reinsurance pricing to soften in 2025
- ·Dependency on third-party capital (Capital Partners segment) flight risk
Peer temperature
How direct competitors stack up against RNR right now.
- NEUTRALACGLArch Capital Group
COLDER — higher valuation multiples and more exposure to the slowing mortgage insurance sector compared to RNR's pure reinsurance play.
See full analysis → - HOTEGEverest Group
HOTTER — trading at a similar discount but showing more aggressive growth in primary insurance to offset reinsurance volatility.
See full analysis → - NEUTRALMBIMunich Re
COLDER — offers more stability and a higher dividend, but lacks the explosive EPS growth generated by RNR's recent M&A activity.
See full analysis →
- RNR+6.6%
- ACGL+15.2%
- EG+12.5%
- MBI+4.7%
Analyst price target
Consensus average of 14 analysts · median 341.00
Source: StockAnalysis.com · updated 2026-10-30
AI-generated analysis for informational purposes only. Not financial advice.