NYSE: RNR

RenaissanceRe (RNR) Stock Analysis & Forecast

Sep 28 close

$324.90−0.70 (−0.2%)

Gekko Brief

AI summary

RenaissanceRe drew fresh analyst attention this week as RBC Capital initiated coverage with a Sector Perform rating and a $365 price target, describing the stock as inexpensive based on historical price-to-book ratios and strong return on equity. This followed the shares crossing above their 200-day moving average, reaching $330.65 before last trading at $326.12, with commentary noting Citigroup's upgrade to "buy" and a consensus "Hold" rating with a target of $336.33. Separate filings showed State Street Corp and Engineers Gate Manager LP trimming their positions, though institutional ownership remains reported at 99.97%.

RNR closed at $324.90, down 0.2%, sitting between its 50-day average of $325.28 and 200-day average of $302.85. The GekkoIndex reads 57.8, placing the stock in the Neutral zone, with a five-day change of -0.3. Price sits 2.8% below Gekko Fair Value of $334.17, within a fairly tight range of that estimate.

The next earnings report is scheduled for 3 November 2026, 35 days out and beyond a typical 20-trading-day hold, following a prior quarter in which actual EPS of $13.34 beat the $10.42 estimate and produced a 5.6% reaction. No insider, Congress, or unusual options activity appears in the respective 90-day and 30-day windows. Seasonally, the next 20 trading days have averaged a 2.1% gain over 5 years, rising in 3 of those years, a pattern worth noting alongside the current analyst mix of 4 buy, 10 hold, and 1 sell ratings among 15 firms.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

RenaissanceRe price vs fair value

$334.17$324.90Sep ’25Mar ’26Sep ’26
Close $324.90200-day averageGekko Fair Value $334.17

RenaissanceRe quick facts

Market cap
$13.50B
P/E ratio
5.7
Forward P/E
8.1
EPS, TTM
$57.66
Revenue, TTM
$11.17B
Profit margin
23.6%
Dividend yield
0.49%
Beta
0.17
Volume
239,208 avg 298,920
1-year return
+31.3%
Typical daily move
±1.9%
Typical 20-day move
±4.5%
50-day average
$325.28
200-day average
$302.85
Next earnings
Nov 3
Shares outstanding
41.55M
52-week range
$231.17$340.24

RenaissanceRe swing-trade checklist

RenaissanceRe scores 2 supportive, 3 mixed and 0 headwinds across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

2 supportive3 mixed0 headwinds

  • Trendmixed

    Averages disagree

    Close $324.90 sits between the 50-day ($325.28) and 200-day ($302.85) averages, or the averages disagree.

    See the chart
  • GekkoIndexmixed

    57.8, Neutral

    Reading 57.8 is in the Neutral zone.

    See the GekkoIndex
  • Fair valuemixed

    2.8% below

    Price is within 5% of Gekko Fair Value (2.8% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings risksupportive

    Reports in 35 days

    Next report Nov 3, 2026, 35 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalitysupportive

    +2.1% on average

    From this point in the calendar, the next 20 trading days averaged +2.1% over 5 years, rising in 3 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

RenaissanceRe stock chart and price history

RenaissanceRe closed at $324.90 on Sep 28, 2026, +31.3% over the past year, inside a 52-week range of $231.17 to $340.24.

Close50-day average200-day averageVolume
RenaissanceRe share price, past year, with 50-day and 200-day moving averages and volume$240$260$280$300$340NovDecJan 2026FebMarAprMayJunJulAugSep324.90

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−1.7%
3 months
+0.6%
6 months
+11.2%
1 year
+31.3%
The full RNR chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open RNR in Gekko

Follow RenaissanceRe through every session

Put RNR on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.

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RenaissanceRe GekkoIndex: the smart money zone

RenaissanceRe’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 57.8, in the Neutral zone, down 0.3 points over five sessions.

010057.8Neutral

Down 0.3 points over five sessions.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying17+2.2%+3.5%+7.5%+7.0%
Accumulation156+1.1%+2.2%+2.8%+4.1%
Neutral (current zone)463+0.1%+0.2%+0.7%+2.9%
Distribution35+0.3%+0.1%+0.9%+1.5%
Selling1Too few readings yet

Average RNR share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.

Neutral zone: No clear directional signal. About the five zones →

See every daily GekkoIndex reading plotted over the RNR price, zone by zone.Track RNR in Gekko

Is RenaissanceRe stock overvalued? Gekko Fair Value

RenaissanceRe trades 2.8% below Gekko Fair Value of $334.17, so the shares are about fair value on Gekko’s estimate.

Gekko’s own estimate of what RenaissanceRe shares are worth, recalculated every trading day.

$334.17

Gekko Fair Value, Sep 26, 2026

2.8% below fair value · About fair value

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open RNR in Gekko

RenaissanceRe insider and Congress trading

No open-market insider purchases were filed for RenaissanceRe, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for RNR in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every RNR insider filing, plotted on the chart in Gekko.Open RNR in Gekko

Congress trades last 90 days

No trades in RNR were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for RNR, plotted on the chart in Gekko.Open RNR in Gekko

Buybacks

RenaissanceRe has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$350.5M
As a share of market cap
2.60%
Trailing four quarters
$1.57B

From company filings.

Hedge funds and billionaires quarter ended Jun 30

1of the funds Gekko tracks holds RNR.

0added0opened1trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko

RenaissanceRe earnings: next date and track record

RenaissanceRe reports on Nov 3, 2026 (35 days away), and beat the EPS estimate in 7 of its last 8 reports.

7 of 8reports beat the EPS estimate
±3.7%average move across the report
3 of 8reports followed by a gain

Share-price move across each report

−1.5%Apr ’24−2.8%Jul ’24−1.3%Nov ’24−10.0%Jan ’25−6.4%Apr ’25+0.8%Jul ’25+1.4%Nov ’25+5.6%Feb ’26

Last earnings call, Feb 3, 2026 AI summary

What they said
RenaissanceRe's Q4 and Full Year 2025 earnings call highlighted strong financial performance and strategic positioning following the Validus acquisition. Management emphasized diversification across underwriting, fees, and investments which produced operating income of $1.9 billion and operating ROE of 18% for 2025, with tangible book value per share plus dividends up 30% year-over-year. Key achievements included robust underwriting income ($1.3 billion despite $1.1 billion California wildfire loss), high fee income, substantial retained investment income, and significant share repurchases ($650 million in Q4, $1.6 billion returned in 2025). Management reiterated confidence in 2026, expecting the three profit drivers to remain robust, and cited continued investments in technology (REMS rebuild) and integration of Validus, with low expense ratio guidance (5%-5.5% including tax credits). During Q&A, management discussed Property CAT pricing declines mid-single digits for 2026, rate adequacy, stable net property risk deployment, gold futures as a hedge, ceding commissions flat in Casualty, growth opportunities in credit and data centers, and investments in claims handling and AI for underwriting augmentation.
Guidance
- Expectation: Property CAT premiums down mid-single digits for 2026 (rate reductions continuing into midyear renewals). - Expense ratio guidance for 2026: 5% to 5.5% (after Bermuda tax credits). Management expects to be at the low end of this range. - First-quarter fee guidance: management fee-related guidance at 59% for Q1 (context-specific). - Capital deployment: plan to hold net property hurricane risk relatively flat in 2026 but may change with opportunities; continue share repurchases and return capital (no precise repurchase target provided).
Risks flagged
- Market headwinds: California wildfires, softening reinsurance market, lower interest rates mentioned as past headwinds. - Pricing pressure in Property CAT with expected rate reductions into 2026 renewals. - Casualty loss trend and plaintiff's bar remain concerns; reserve conservatism maintained. - Integration complexity after Validus acquisition increases operational complexity and requires continued investment. - Regulatory uncertainty: Bermuda DTA/legal changes could affect tax deferral (not anticipated but possible).
ReportedEPSSurpriseRevenueSurpriseMove
Feb 3, 2026$13.34
est $10.42
+28.0%$1.60B
est $2.03B
−21.3%+5.6%
Nov 5, 2025$15.62
est $5.04
+209.9%$3.19B
est $2.33B
+36.6%+1.4%
Jul 23, 2025$12.29
est $10.28
+19.6%$3.19B
est $2.04B
+55.9%+0.8%
Apr 23, 2025−$1.49
est −$1.17
−27.4%$3.45B
est $3.13B
+10.2%−6.4%
Jan 28, 2025$8.06
est $7.11
+13.4%$2.28B
est $2.68B
−15.1%−10.0%
Nov 6, 2024$22.62
est $15.82
+43.0%$3.97B
est $2.35B
+68.6%−1.3%
Jul 24, 2024$12.41
est $10.65
+16.5%$2.82B
est $2.91B
−3.1%−2.8%
Apr 30, 2024$12.18
est $9.41
+29.4%$2.59B
est $3.05B
−15.2%−1.5%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

RenaissanceRe stock forecast and analyst price targets

Analysts’ average 12-month price target for RenaissanceRe is $347.56, +7.0% from the last close, from 15 firms rating the stock in the last 90 days.

$347.56consensus 12-month target, +7.0% from the last close
Low $304High $438
Buy4
Hold10
Sell1

Each firm’s latest rating in the last 90 days: 15 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 22RBC CapitalHold, initiated$365+12.3%
Jul 28BMO CapitalBuy, maintained$364+12.0%
Jul 28KBWHold, maintained$350+7.7%
Jul 27UBSHold, reiterated$349+7.4%
Jul 24CitiBuy, maintained$370+13.9%
+0.7%average 20-day move after past Neutral readings
+2.1%average move over the next 20 trading days in the last 5 years
±1.9%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

RenaissanceRe seasonality: the next 20 trading days

Over the next 20 trading days from Sep 29, RenaissanceRe averaged +2.1% across the last 5 years, rising in 3 of them.

Next 20 trading days, by year

+5.7%2021+2.3%2022+6.2%2023−1.1%2024−3.2%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+2.4%4 of 5
Next 10 trading days+3.1%4 of 5
Next 15 trading days+3.0%3 of 5
Next 20 trading days+2.1%3 of 5
Next 30 trading days+9.4%4 of 5

For scale, RNR’s typical 20-trading-day move in either direction is about 4.5%.

RenaissanceRe market cap and key statistics

RenaissanceRe’s market cap is $13.50B, with a P/E ratio of 5.7 and revenue of $11.17B over the last twelve months.

Valuation

Market cap
$13.50B
P/E ratio
5.7
Forward P/E
8.1
EPS, TTM
$57.66
Gekko Fair Value
$334.17

Trading

Volume
239,208
Avg volume, 20 days
298,920
52-week high
$340.24
52-week low
$231.17
Shares outstanding
41.55M

Financials

Revenue, TTM
$11.17B
Profit margin
23.6%
Return on equity
21.5%
Quarterly earnings growth, YoY
−10.0%

Risk and income

Beta
0.17
Typical daily move
±1.9%
Typical 20-day move
±4.5%
Dividend yield
0.49%

RenaissanceRe peers

RenaissanceRe’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
BRK.BBerkshire Hathaway−0.4%Accumulation3.7% below
BRK.ABerkshire Hathaway−0.3%Accumulation2.8% below
CBChubb−0.7%Accumulation6.2% below
TRVTravelers Companies−0.1%Accumulation1.3% below
HIGHartford Insurance+1.3%Buying11.4% below
LLoews+0.1%Buying15.3% above

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

RenaissanceRe stock FAQ

What is RenaissanceRe’s market cap?

RenaissanceRe’s market cap is $13.50B at the Sep 28, 2026 close of $324.90, with 41.55M shares outstanding. The shares trade on a P/E ratio of 5.7.

What is the RenaissanceRe stock forecast?

The consensus analyst 12-month price target for RenaissanceRe is $347.56, +7.0% from the last close. Of the 15 firms that rated the stock in the last 90 days, 4 rate it a buy, 10 a hold and 1 a sell. Gekko doesn’t publish price predictions of its own.

Is RenaissanceRe stock overvalued or undervalued?

On Gekko’s estimate RenaissanceRe is about fair value: the Sep 28, 2026 close of $324.90 is 2.8% below Gekko Fair Value of $334.17. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does RenaissanceRe report earnings next?

RenaissanceRe is expected to report on Nov 3, 2026 (35 days away). Analysts expect earnings of $6.97 per share on revenue of $1.86B. RenaissanceRe beat the earnings estimate in 7 of its last 8 reports, moving 3.7% on average across the report.

What is RenaissanceRe’s 52-week high and low?

RenaissanceRe’s 52-week high is $340.24 and its 52-week low is $231.17; it closed at $324.90 on Sep 28, 2026, +31.3% over the past year.

Is RenaissanceRe stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 5 items with data read as supportive (earnings risk and seasonality), 3 as mixed (trend, gekkoindex and fair value). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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