RenaissanceRe (RNR)
NYSEFinancialsInsurance - ReinsuranceSnapshot 2026-11-04
$353.66+1.97%
Close 2026-11-04 · 1-day change
NYSEFinancialsInsurance - ReinsuranceSnapshot 2026-11-04
Research Workspace
Put RNR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Financials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS at least $6.57 in FY 2026: Diluted EPS: $-4.02 per share.
View ThesisRevenue is contracting — down about 21% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 11%.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskRNR's diversified earnings from underwriting and investments must keep compounding. The stock trades at 1.3x book value, matching the peer median. This multiple sits slightly above its own 1.2x historical average. The price reflects less growth than our forecast suggests. The primary pillar is under pressure with FY 2026 EPS at $-4.02. Peer multiples imply a price about 38% above where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. RNR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 18 analysts currently covering RNR (as of Nov 2026).
Based on 7 Wall Street analysts offering 12-month price targets for RNR in the last 4 months.
Continue this research
Compare RNR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| RNR Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Financials (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put RNR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Sustain diversified earnings from underwriting, fees, and investments
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $353.66
The last 12 months of price, then the range of analyst 12-month targets from today’s $353.66.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Expected retained investment income and longer duration support diversified earnings, though reflect investment portfolio positioning.
Advances: Drive strong underwriting performance with disciplined portfolio management
Positive outlook supports strong underwriting performance.
Advances: Focus on profitability improvement
Strong operating income supports profitability improvement objective.
Advances: Enhance cash flow from operations
Anticipated management fees enhance cash flow from operations.
Threatens: Focus on profitability improvement
Softening reinsurance pricing may impact profitability.
Leadership changes may impact strategic execution and profitability.
Advances: Maintain dividend stability
Dividend declaration supports cash flow stability.
Advances: Focus on profitability improvement
Earnings beat indicates strong profitability improvement.
