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Upturn stock rating
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Renaissancere Holdings Ltd (RNR)

Upturn stock rating
$260
Last Close (24-hour delay)
Profit since last BUY5.04%
upturn advisory
Consider higher Upturn Star rating
BUY since 38 days
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Upturn Stock info Stock price based on last close
*as per simulation
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Upturn Advisory Summary

10/15/2025: RNR (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

12 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $282.86

1 Year Target Price $282.86

Analysts Price Target For last 52 week
$282.86 Target price
52w Low $218.29
Current$260
52w High $298.09

Analysis of Past Performance

Type Stock
Historic Profit -5.32%
Avg. Invested days 35
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/15/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 12.24B USD
Price to earnings Ratio 6.64
1Y Target Price 282.86
Price to earnings Ratio 6.64
1Y Target Price 282.86
Volume (30-day avg) 12
Beta 0.27
52 Weeks Range 218.29 - 298.09
Updated Date 10/15/2025
52 Weeks Range 218.29 - 298.09
Updated Date 10/15/2025
Dividends yield (FY) 0.60%
Basic EPS (TTM) 39.16

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 15.4%
Operating Margin (TTM) 42.71%

Management Effectiveness

Return on Assets (TTM) 3.56%
Return on Equity (TTM) 16.02%

Valuation

Trailing PE 6.64
Forward PE 8.09
Enterprise Value 13621882230
Price to Sales(TTM) 0.94
Enterprise Value 13621882230
Price to Sales(TTM) 0.94
Enterprise Value to Revenue 1.06
Enterprise Value to EBITDA -
Shares Outstanding 47066214
Shares Floating 45966747
Shares Outstanding 47066214
Shares Floating 45966747
Percent Insiders 1.99
Percent Institutions 101.38

ai summary icon Upturn AI SWOT

Renaissancere Holdings Ltd

stock logo

Company Overview

overview logo History and Background

RenaissanceRe Holdings Ltd. (RNR) was founded in 1993. It is a global provider of reinsurance and insurance that focuses on matching well-structured risks with efficient sources of capital.

business area logo Core Business Areas

  • Property Reinsurance: Provides reinsurance protection against property risks, including natural catastrophes like hurricanes, earthquakes, and floods. This is their biggest business.
  • Casualty and Specialty Reinsurance: Offers reinsurance solutions for casualty and specialty lines of business, such as professional liability, workers' compensation, and credit reinsurance.
  • Insurance: Provides insurance products directly to customers, including property and casualty insurance.

leadership logo Leadership and Structure

RenaissanceRe is led by Kevin O'Donnell, President and CEO. The company has a hierarchical organizational structure with various business units and functional departments reporting to the executive team.

Top Products and Market Share

overview logo Key Offerings

  • Catastrophe Reinsurance: Offers reinsurance against catastrophic events. RenaissanceRe is a leader in this space. Market share is around 15-20%. Competitors include Swiss Re, Munich Re, and Berkshire Hathaway Specialty Insurance. It contributes a substantial portion of RNR's revenue.
  • Specialty Reinsurance: Provides reinsurance for specialty lines like aviation, marine, and energy. Market share is smaller, around 5-10%. Competitors include Hannover Re and SCOR. This segment is growing for RNR.

Market Dynamics

industry overview logo Industry Overview

The reinsurance industry is characterized by cyclicality, influenced by large loss events and capital market dynamics. Demand for reinsurance is driven by insurers seeking to manage their risk exposure.

Positioning

RenaissanceRe is a leading player in the reinsurance market, particularly in catastrophe reinsurance. Its competitive advantage lies in its sophisticated risk modeling capabilities, strong relationships with clients, and efficient capital management.

Total Addressable Market (TAM)

The global reinsurance market is estimated to be worth hundreds of billions of dollars. RenaissanceRe is positioned to capture a significant portion of this TAM, particularly in the catastrophe and specialty segments. Catastrophic reinsurance market is estimated around $60 billion, of which RNR has 15-20%.

Upturn SWOT Analysis

Strengths

  • Strong capital base
  • Sophisticated risk modeling
  • Experienced management team
  • Established client relationships
  • Leading position in catastrophe reinsurance

Weaknesses

  • Vulnerability to large catastrophic events
  • Dependence on reinsurance market cycles
  • Exposure to interest rate fluctuations
  • Potential for increased competition

Opportunities

  • Growing demand for reinsurance in emerging markets
  • Increasing complexity of risks
  • Technological advancements in risk modeling
  • Expansion into new lines of business
  • Increasing M&A activity

Threats

  • Increased competition from alternative capital providers
  • Deterioration of reinsurance pricing
  • Global economic downturn
  • Regulatory changes
  • Climate change increasing frequency of catastrophes

Competitors and Market Share

competitor logo Key Competitors

  • VR
  • MKL
  • BRK.A

Competitive Landscape

RenaissanceRe faces competition from other large reinsurers, as well as from alternative capital providers. The company's competitive advantage lies in its expertise in catastrophe reinsurance and its strong client relationships.

Major Acquisitions

Validus Re

  • Year: 2023
  • Acquisition Price (USD millions): 3000
  • Strategic Rationale: Expanded scale, breadth, and leadership in the global reinsurance marketplace

Growth Trajectory and Initiatives

Historical Growth: RenaissanceRe's historical growth has been driven by its expertise in catastrophe reinsurance and its ability to capitalize on market opportunities.

Future Projections: Analyst projections suggest continued growth for RenaissanceRe, driven by increasing demand for reinsurance and the company's expansion into new markets and lines of business.

Recent Initiatives: Recent strategic initiatives include expanding into new lines of business, investing in technology, and pursuing strategic acquisitions.

Summary

RenaissanceRe is a strong player in the catastrophe reinsurance market, with sophisticated risk modeling capabilities and strong client relationships. Its performance is vulnerable to major catastrophic events, and competition is increasing. The company is expanding into new markets, investing in technology, and pursuing strategic acquisitions to drive future growth. Success hinges on effectively managing risk, adapting to market cycles, and capitalizing on emerging opportunities.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Filings (10-K, 10-Q)
  • Analyst Reports
  • Industry Publications
  • Company Website

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market share percentages are estimates based on available data and may not be precise.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Renaissancere Holdings Ltd

Exchange NYSE
Headquaters -
IPO Launch date 1995-07-26
President, CEO & Director Mr. Kevin Joseph O'Donnell
Sector Financial Services
Industry Insurance - Reinsurance
Full time employees 945
Full time employees 945

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. The Property segment writes property catastrophe excess of loss reinsurance contracts to insure insurance and reinsurance companies against natural and man-made catastrophes, including hurricanes, earthquakes, typhoons, and tsunamis, as well as winter storms, freezes, floods, fires, windstorms, tornadoes, explosions, and acts of terrorism; and other property class of products, such as proportional reinsurance, property per risk, property reinsurance, binding facilities, and regional U.S. multi-line reinsurance. The Casualty and Specialty segment writes various classes of products, such as directors and officers, medical malpractice, transactional liability, and professional indemnity; automobile and employer's liability, casualty clash, umbrella or excess casualty, workers' compensation, and general liability; financial and mortgage guaranty, political risk, surety, and trade credit; and accident and health, agriculture, aviation, construction, cyber, energy, marine, satellite, and terrorism. It distributes products and services primarily through intermediaries. The company invests in and manages funds. RenaissanceRe Holdings Ltd. was incorporated in 1993 and is headquartered in Pembroke, Bermuda.