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Buy Day today: Neutral (53) Mixed market breadth · no major macro event

Renaissancere Holdings Ltd (RNR)

Financial Services Insurance - Reinsurance
319.80 $
Closing price · As of: 31. Jul 2026
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This stock currently matches 17 of our scanner strategies — each hit links to the scanner.

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Basics

Market Cap
13.6$B
Shares Outstanding
43Mio.
Float
97.5%
Beta
0.2

Performance

Perf. 1M
13.20%
Perf. 3M
10.70%
Perf. 6M
16.40%
YTD Performance (%)
9.70%
52-Week-High Distance
-3.5%

Valuation

P/E
5.6
Forward P/E
9.1
PEG
3.6
P/B
1.3
P/S
1.2
EV/EBITDA
0.0
Price/FCF
3.8

Profitability

Gross Margin
45.8%
EBIT Margin
26.8%
Net Margin
24.2%
Return on Equity
23.4%
Return on Assets
5.6%

Balance Sheet & Safety

Equity Ratio
21.4%
Debt/Equity
0.2
Altman Z″
9.15
very solid
Piotroski
8 out of 9

Growth

Sales Growth Last Quarter
-36.60%
EPS Growth Last Quarter
100.90%
Sales Growth (Year)
9.45%
Forward Sales Growth
1.38%
Forward EPS Growth
0.70%

Dividend

Dividend Yield
0.50%
Dividend Per Share (TTM)
1.62$
Payout Ratio
2.9%
Years Without a Cut
28Years
Increase Streak
28Years

Quality & Screener

Stage
2
RS Rating
56
EPS Rating
86
very solid
Piotroski
8 out of 9
Fundamental Rating
C (46 out of 100)
Altman Z″
9.15

AI Rating

Threatened

RenaissanceRe nennt künstliche Intelligenz in den Risikofaktoren ausdrücklich als einen Faktor, der die Dauer des harten Rückversicherungsmarktes verkürzen oder dessen Wirkung mindern kann — also genau den Preiszyklus, aus dem der Konzern seine Gewinne zieht; eigene KI-Erträge gibt es nicht, und der eigene KI-Einsatz ist bisher nur als Absicht für künftige Gelegenheiten beschrieben.

View the full file — quotes, sources, reviewed filings
„Additionally, it is possible that increased access to capital, new technologies, including artificial intelligence, and other factors may reduce the duration or eliminate or significantly lessen the impact of any current or future hard reinsurance underwriting market."

Darüber hinaus ist es möglich, dass ein leichterer Zugang zu Kapital, neue Technologien einschließlich künstlicher Intelligenz und andere Faktoren die Dauer eines gegenwärtigen oder künftigen harten Zeichnungsmarktes in der Rückversicherung verkürzen, dessen Wirkung beseitigen oder erheblich mindern.

10-K · 2026-02-11 · View SEC filing
„In addition, artificial intelligence technologies are quickly evolving and being adopted, which may increase or intensify potential cybersecurity risks. The cybersecurity regulatory environment is evolving, in particular with respect to emerging technologies, such as artificial intelligence, and it is likely that the costs of complying with new or developing regulatory requirements will increase."

Darüber hinaus entwickeln sich Technologien der künstlichen Intelligenz rasch und werden zunehmend eingesetzt, was mögliche Cyber-Risiken erhöhen oder verschärfen kann. Das regulatorische Umfeld für Cybersicherheit verändert sich, insbesondere mit Blick auf neu aufkommende Technologien wie künstliche Intelligenz, und es ist wahrscheinlich, dass die Kosten für die Einhaltung neuer oder sich entwickelnder aufsichtsrechtlicher Anforderungen steigen werden.

10-K · 2026-02-11 · View SEC filing
„At an organizational level, we are continuing to enhance our technology infrastructure and underwriting systems to enable us to better take advantage of future opportunities, including through the application of artificial intelligence, as those opportunities arise."

Auf Konzernebene bauen wir unsere technische Infrastruktur und unsere Zeichnungssysteme weiter aus, damit wir künftige Gelegenheiten besser nutzen können — auch durch den Einsatz künstlicher Intelligenz, sobald sich solche Gelegenheiten ergeben.

10-Q · 2026-07-23 · View SEC filing

Filings Reviewed: 10-Q 2026-07-23 · 8-K 2026-07-22 · 10-K 2026-02-11 · 8-K 2026-05-14 · 10-K 2024-02-21 · 10-K 2023-02-08

Rated on July 28, 2026 · How the Rating Is Built

Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.

Sales Per Quarter ($M)
2024: Q4 · 2,278.8 $M Q4 2025: Q1 · 3,452.7 $M Q1 2025: Q2 · 3,186.3 $M Q2 2025: Q3 · 3,185.6 $M Q3 2025: Q4 · 2,924.2 $M Q4 2026: Q1 · 2,174.4 $M Q1 2026: Q2 · 2,768.6 $M Q2
Earnings Per Share Per Quarter ($)
2024: Q4 · -3.76 $ Q4 2025: Q1 · 3.33 $ Q1 2025: Q2 · 17.44 $ Q2 2025: Q3 · 19.39 $ Q3 2025: Q4 · 16.95 $ Q4 2026: Q1 · 6.88 $ Q1
Net Margin Per Quarter (%)
2024: Q4 · -8.3 % Q4 2025: Q1 · 4.9 % Q1 2025: Q2 · 26.2 % Q2 2025: Q3 · 28.8 % Q3 2025: Q4 · 26.0 % Q4 2026: Q1 · 13.5 % Q1 2026: Q2 · 24.0 % Q2
Operating Cash Flow Per Quarter ($M)
2024: Q4 · 778.9 $M Q4 2025: Q1 · 157.8 $M Q1 2025: Q2 · 1,469.6 $M Q2 2025: Q3 · 1,582.8 $M Q3 2025: Q4 · 483.0 $M Q4 2026: Q1 · 687.6 $M Q1 2026: Q2 · 852.4 $M Q2
Free Cash Flow Per Quarter ($M)
2024: Q4 · 778.9 $M Q4 2025: Q1 · 157.8 $M Q1 2025: Q2 · 1,469.6 $M Q2 2025: Q3 · 1,582.8 $M Q3 2025: Q4 · 483.0 $M Q4 2026: Q1 · 687.6 $M Q1 2026: Q2 · 852.4 $M Q2
Sales Growth vs. Year-Ago Quarter (%)
2024: Q4 · -29.3 % Q4 2025: Q1 · 33.5 % Q1 2025: Q2 · 13.2 % Q2 2025: Q3 · -19.7 % Q3 2025: Q4 · 28.3 % Q4 2026: Q1 · -37.0 % Q1 2026: Q2 · -13.1 % Q2
EPS Growth vs. Year-Ago Quarter (%)
2024: Q4 · -112.1 % Q4 2025: Q1 · -53.9 % Q1 2025: Q2 · 79.3 % Q2 2025: Q3 · -16.2 % Q3 2026: Q1 · 106.9 % Q1
Price Change in Quarter (%)
2024: Q4 · -8.5 % Q4 2025: Q1 · -3.4 % Q1 2025: Q2 · 1.4 % Q2 2025: Q3 · 4.7 % Q3 2025: Q4 · 10.9 % Q4 2026: Q1 · 5.9 % Q1

Quarterly Figures

Quarterly Figures
Quarter EPS (Earnings Per Share) EPS YoY (%) Sales ($M) Sales YoY (%) Net Margin (%) OCF ($M) FCF ($M)
2024: Q4 -3.76 -112.10 2,279 -29.30 -8.30 779 779
2025: Q1 3.33 -53.90 3,453 33.50 4.90 158 158
2025: Q2 17.44 79.30 3,186 13.20 26.20 1,470 1,470
2025: Q3 19.39 -16.20 3,186 -19.70 28.80 1,583 1,583
2025: Q4 16.95 2,924 28.30 26.00 483 483
2026: Q1 6.88 106.90 2,174 -37.00 13.50 688 688
2026: Q2 2,769 -13.10 24.00 852 852
What Do These Terms Mean?
EPS (Earnings Per Share):
Quarterly profit divided by the total share count — how much of the profit works out to a single share.
YoY (Year over Year):
Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
Sales:
All revenue for the quarter, before any costs are deducted — the top line of the income statement.
Net Margin:
What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
OCF (Operating Cash Flow):
The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
FCF (Free Cash Flow):
Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.

About the Company

RenaissanceRe Holdings Ltd. bietet mit ihren Tochtergesellschaften Rückversicherungs- und Versicherungsprodukte in den USA und international an.

Employees1,040
HeadquartersPembroke, Bermuda
Websiterenre.com
IPO Date26. Jul 1995
Next Earnings22. Jul 2026

Management

Management
Name Title Birth Year
Kevin Joseph O'Donnell President, CEO & Director 1967
Robert Qutub CPA Executive VP & CFO 1961
Shannon Lowry Bender Executive VP, Group General Counsel & Corporate Secretary 1968
Ross Arthur Curtis Executive VP & Chief Portfolio Officer 1973
David Edward Marra Executive VP & Group Chief Underwriting Officer 1976
Sean G. Brosnan C.F.A. Chief Investment Officer & Senior VP 1977
James Christopher Fraser Senior VP & Chief Accounting Officer 1977
Blythe Walker Chief Technology Officer
Keil Gunther Senior VP, Head of Global Marketing & Client Communications 1973
Becket McNab Chief Human Resources Officer

Executives per the latest required filings; titles kept in their original language. Source: fundamental data.

Insider Transactions

Insider Transactions
Date Person Role Type Shares Price Value
28. Jul 2026 Qutub Robert EVP, Chief Financial Officer Sell 778 334.10 259,930
28. Jul 2026 Qutub Robert EVP, Chief Financial Officer Sell 2,640 333.23 879,727
28. Jul 2026 Qutub Robert EVP, Chief Financial Officer Sell 1,582 332.16 525,477

Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.

View all insider transactions →

Chart

Interactive price chart (TradingView).

Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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