RenaissanceRe (RNR)
NYSEFinancialsInsurance - ReinsuranceSnapshot 2026-11-05
$354.23+0.16%
Close 2026-11-05 · 1-day change
NYSEFinancialsInsurance - ReinsuranceSnapshot 2026-11-05
QuarterlyIQ Insights · RNR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-11-05.
The screen ranks RNR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated neutral grew net income 55% of the time over the next year (vs 61% for the rest of the cohort, n=10284).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
As we look forward to 2027, we have the underwriting expertise to serve our customers and construct an attractive portfolio, our industry-leading fee business supports durable fee income, and signifi…
Stated in 4 of 4 supplied quarters. Management reported: “Kevin J. O’Donnell , President and Chief Executive Officer, said, “We delivered another strong quarter, generating an 18.9% annualized operating return on average common equity and a 79.7% combined ratio, with solid contributions from each of our Three Drivers of Profit: Underwriting, Fee and Net Investment Income.” “As we look forward to 2027, we have the underwriting expertise to serve our customers and construct an attractive portfolio, our industry-leading fee business supports durable fee income, and significantly higher new money yields will compound net investment income over time.”
“As we look forward to 2027, we have the underwriting expertise to serve our customers and construct an attractive portfolio, our industry-leading fee business supports durable fee income, and signifi…”
“We continue to make disciplined portfolio decisions, including buying additional retrocessional protection across both Property and Casualty and Specialty.”
“We continue to shape the underwriting portfolio to deliver superior returns for our shareholders.”
“At the January 1 renewal, we retained the lines that we targeted and built an underwriting portfolio designed to generate returns well in excess of the cost of capital.”
Continue active share repurchases as part of management's stated commitment to capital management and shareholder returns.
Taken together, these Three Drivers of Profit provide a diversified earnings stream, and position us to deliver attractive returns to our shareholders through the cycle.”
Stated in 4 of 4 supplied quarters. Management reported: “Taken together, these Three Drivers of Profit provide a diversified earnings stream, and position us to deliver attractive returns to our shareholders through the cycle.”” “Each of our Three Drivers of Profit – Underwriting, Fee and Net Investment Income – contributed meaningfully to this outcome, with a diversified income base that supports enhanced earnings stability.”
This combination of disciplined execution, diversified earnings streams and consistent capital management positions us to continue compounding tangible book value per common share.”
Stated in 2 of 4 supplied quarters. Management reported: “This combination of disciplined execution, diversified earnings streams and consistent capital management positions us to continue compounding tangible book value per common share.”” “Taken together, these results reflect the strength and diversification of our platform and position us to continue compounding book value per common share over the long term.””
Shape the underwriting portfolio, retain attractive lines, and deploy capital in business management describes as attractive or high margin.
Over the trailing year it converted 0.84x of net income into operating cash flow. Historically, Financials names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=9158).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
9 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated stable grew net income 58% of the time over the next year (vs 59% for the rest of the cohort, n=7436).
Not investment advice. As of 2026-11-05.
“Taken together, these Three Drivers of Profit provide a diversified earnings stream, and position us to deliver attractive returns to our shareholders through the cycle.””
“Each of our Three Drivers of Profit – Underwriting, Fee and Net Investment Income – contributed meaningfully to this outcome, with a diversified income base that supports enhanced earnings stability.”
“Fee and investment income together contributed to a durable and diversified earnings base, with stable management fees, elevated performance fees, and investment income remaining near peak levels.”
“We have accomplished this by consistently executing our strategy and maximizing the returns on each of our Three Drivers of Profit – underwriting, fee and net investment income – while optimizing our…”
“This combination of disciplined execution, diversified earnings streams and consistent capital management positions us to continue compounding tangible book value per common share.””
“Taken together, these results reflect the strength and diversification of our platform and position us to continue compounding book value per common share over the long term.””