Wall Street analyst estimates for RenaissanceRe Holdings Ltd. (RNR): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
RenaissanceRe Holdings Ltd., together with its subsidiaries, provides reinsurance and insurance products in the United States and internationally. The company operates through Property, and Casualty and Specialty segments.
Consensus price target
$335.25 (-3 % vs price $346.84)
between $315.00 and $365.00 · 5 targets published in the last quarter
Closing price, Nov 3
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $8.1B | $8.1B – $8.1B | $48.49 | 7 |
| 2027E | $7.7B | $7.6B – $7.8B | $42.17 | 5 |
Figures in USD · consensus as of November 2, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 8 |
| Hold | 18 |
| Sell | 2 |
| Strong Sell | 0 |
| Total analysts | 28 |
| Avg rating (−2 sell to +2 buy) | 0.21 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2027-02-02 | $10.18 | ||
| 2026-10-27 | $12.71 | $10.56 | +20.4% |
| 2026-07-22 | $12.92 | $11.72 | +10.2% |
| 2026-04-28 | $13.75 | $11.28 | +21.9% |
| 2026-02-03 | $13.34 | $10.42 | +28.0% |
| 2025-10-28 | $15.62 | $9.97 | +56.7% |
| 2025-07-23 | $12.29 | $10.28 | +19.6% |
| 2025-04-23 | $-1.49 | $-1.17 | -27.4% |
Valuation Ratios
| P/E Ratio | 9.90 |
| Price / Book | 1.23 |
| Dividend Yield | 0.47% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.73B | $2.10B | $2.06B | $4.18B | $5.16B | $5.27B | $5.05B | $9.09B | $11.65B | $12.75B |
| Cost of Revenue | $820.2M | $2.21B | $1.55B | $2.86B | $3.82B | $5.09B | $5.91B | $5.45B | $7.98B | $7.57B |
| Gross Profit | $906.7M | -$112.7M | $503.5M | $1.32B | $1.33B | $174.5M | -$858.3M | $3.64B | $3.67B | $5.18B |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $235.2M | $179.3M | $212.2M | $316.9M | $303.7M | $253.3M | $323.5M | $426.4M | $631.4M | $1.12B |
| Operating Expenses | $276.3M | $215.5M | $240.8M | $352.0M | $336.9M | $288.6M | $360.6M | $532.5M | $678.1M | $1.17B |
| Operating Income | $630.4M | -$328.2M | $262.6M | $967.5M | $995.9M | -$114.1M | -$1.22B | $3.11B | $2.99B | $4.01B |
| EBITDA | $701.8M | -$252.7M | $309.8M | $966.9M | $1.06B | -$87.6M | -$1.20B | $3.05B | $3.35B | $4.14B |
| Interest Expense | $42.1M | $44.2M | $47.1M | $58.4M | $50.5M | $47.5M | $48.3M | $73.2M | $93.8M | $120.9M |
| Pre-tax Income | $630.4M | -$328.2M | $262.6M | $967.5M | $995.9M | -$114.1M | -$1.22B | $3.11B | $2.99B | $4.01B |
| Income Tax | $340,000 | $26.5M | -$6.3M | $17.2M | $2.9M | -$10.7M | -$59.0M | -$510.1M | $32.6M | $396.3M |
| Net Income | $503.0M | -$222.4M | $227.4M | $748.8M | $762.4M | -$40.2M | -$1.06B | $2.56B | $1.87B | $2.68B |
| EPS | $11.50 | -$5.58 | $5.72 | $16.32 | $15.34 | -$1.57 | -$25.50 | $52.40 | $35.31 | $56.76 |
| EPS (Diluted) | $11.43 | -$5.58 | $5.72 | $16.29 | $15.31 | -$1.57 | -$25.50 | $52.27 | $35.21 | $56.62 |
| Shares Outstanding (Diluted) | 41.6 M | 39.9 M | 39.8 M | 43.2 M | 47.2 M | 47.2 M | 43.0 M | 47.6 M | 51.3 M | 44.9 M |
Price
| Price | $346.84 (closing price, November 3, 2026) |
| Market Cap | $14.0B |
| Exchange | NYSE |
| Country | BM |
Related companies: ACGL · EG · AXS · HG · SPNT
Explore sector: Financial Services · Insurance - Reinsurance
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