RenaissanceRe Holdings Ltd. $RNR Holdings Cut by Vanguard Group Inc.

Vanguard Group Inc. lowered its stake in shares of RenaissanceRe Holdings Ltd. (NYSE:RNR) by 5.4% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,792,295 shares of the insurance provider’s stock after selling 271,026 shares during the period. Vanguard Group Inc. owned about 0.10% of RenaissanceRe worth $1,216,907,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the stock. Hantz Financial Services Inc. boosted its position in RenaissanceRe by 707.1% during the second quarter. Hantz Financial Services Inc. now owns 113 shares of the insurance provider’s stock valued at $27,000 after purchasing an additional 99 shares during the last quarter. Financial Consulate Inc. purchased a new stake in shares of RenaissanceRe during the 3rd quarter worth about $29,000. Huntington National Bank raised its stake in shares of RenaissanceRe by 80.9% during the 2nd quarter. Huntington National Bank now owns 123 shares of the insurance provider’s stock worth $30,000 after purchasing an additional 55 shares in the last quarter. Farther Finance Advisors LLC lifted its holdings in shares of RenaissanceRe by 151.9% during the 3rd quarter. Farther Finance Advisors LLC now owns 131 shares of the insurance provider’s stock valued at $33,000 after buying an additional 79 shares during the last quarter. Finally, Root Financial Partners LLC bought a new stake in shares of RenaissanceRe in the 3rd quarter valued at approximately $36,000. 99.97% of the stock is owned by institutional investors and hedge funds.

RenaissanceRe Stock Performance

NYSE:RNR opened at $298.96 on Friday. The firm has a market capitalization of $13.00 billion, a PE ratio of 5.27, a PEG ratio of 0.73 and a beta of 0.24. RenaissanceRe Holdings Ltd. has a 1 year low of $219.00 and a 1 year high of $315.88. The company has a current ratio of 1.43, a quick ratio of 1.43 and a debt-to-equity ratio of 0.21. The firm’s fifty day simple moving average is $283.08 and its 200 day simple moving average is $263.33.

RenaissanceRe (NYSE:RNR) last released its quarterly earnings results on Tuesday, February 3rd. The insurance provider reported $13.34 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $10.59 by $2.75. The company had revenue of $2.97 billion during the quarter, compared to analysts’ expectations of $1.73 billion. RenaissanceRe had a net margin of 20.88% and a return on equity of 18.29%. The business’s quarterly revenue was up 29.6% compared to the same quarter last year. During the same period in the prior year, the company earned $8.06 earnings per share. On average, sell-side analysts anticipate that RenaissanceRe Holdings Ltd. will post 26.04 EPS for the current year.

RenaissanceRe Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th will be given a $0.41 dividend. The ex-dividend date of this dividend is Friday, March 13th. This represents a $1.64 annualized dividend and a yield of 0.5%. This is an increase from RenaissanceRe’s previous quarterly dividend of $0.40. RenaissanceRe’s dividend payout ratio (DPR) is presently 2.82%.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the stock. Wall Street Zen raised shares of RenaissanceRe from a “hold” rating to a “buy” rating in a research report on Saturday, February 14th. The Goldman Sachs Group restated a “sell” rating and set a $267.00 price target on shares of RenaissanceRe in a report on Wednesday, January 7th. Wells Fargo & Company lifted their price objective on shares of RenaissanceRe from $281.00 to $306.00 and gave the company an “equal weight” rating in a research note on Thursday, February 5th. Barclays increased their target price on shares of RenaissanceRe from $278.00 to $304.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 8th. Finally, Citigroup boosted their price target on RenaissanceRe from $328.00 to $333.00 and gave the stock a “neutral” rating in a research report on Wednesday. Four research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $309.60.

RenaissanceRe News Summary

Here are the key news stories impacting RenaissanceRe this week:

• Positive Sentiment: Zacks raised longer‑term and some full‑year targets — notable upgrades include FY2027 to $41.00 (from $40.25), FY2026 to $36.34 (slightly up), and FY2028 to $42.80 — signaling an improved multi‑year earnings outlook that could support valuation expansion. Zacks estimate upgrades
• Positive Sentiment: Zacks also increased several upcoming quarter forecasts (examples: Q4 2026 to $9.78 from $8.62; Q3 2026 to $4.62 from $4.52; Q4 2027 to $11.26), which may be viewed as positive for near‑to‑mid term earnings visibility. Zacks quarterly upgrades
• Neutral Sentiment: Zacks kept a “Hold” rating on RNR and left the consensus current full‑year estimate contextually unchanged (the street consensus referenced is $26.04 FY). That maintains an overall neutral analyst stance despite the estimate tinkering. Zacks rating
• Negative Sentiment: Zacks cut several near‑term quarterly estimates — including Q1 2026 (11.44 → 10.86), Q2 2026 (11.71 → 11.07), Q1 2027 (12.31 → 11.90) and Q2 2027 (12.46 → 12.22). Those downgrades can pressure short‑term sentiment and help explain the intraday share weakness. Zacks quarterly cuts

Insider Activity at RenaissanceRe

In other news, EVP Robert Qutub sold 5,000 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $305.75, for a total transaction of $1,528,750.00. Following the completion of the transaction, the executive vice president directly owned 73,023 shares in the company, valued at $22,326,782.25. The trade was a 6.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.30% of the stock is currently owned by company insiders.

RenaissanceRe Profile

RenaissanceRe Holdings Ltd. is a global provider of reinsurance and insurance solutions, specializing in property catastrophe, casualty, and specialty lines. Established in 1993 and headquartered in Bermuda, the company trades on the New York Stock Exchange under the symbol RNR. With a focus on underwriting and risk assessment, RenaissanceRe offers tailored programs designed to help insurers and corporations manage exposure to natural disasters, liability claims, and other complex risks.

The company operates through two primary segments: Reinsurance and Insurance.