What changed
$RNR — BUY 📊
RenaissanceRe Holdings Ltd., together with its subsidiaries, provides reinsurance and insurance products in the United States and internationally.
🎯 Q2 2026 | Rev $2B | EPS $13.75 vs $11.22 🟢
💡 Consensus annual EPS implied by quarterly estimates is ~$44 (4x $11.22), but run-rate earnings based on actual Q1 are $55. The market is pricing a rapid mean-reversion in catastrophe pricing, while structural demand for reinsurance, reduced capacity, and RNR's cycle management suggest the hard market persists.
📉 Reward/risk: 3.6:1
🏢 Business Quality: 8/10 - RenaissanceRe is a premier property-catastrophe reinsurer with a long track record of profitable underwriting, strong risk management, and capital discipline through cycles.
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/RNR0624
Why it matters
RenaissanceRe Holdings Ltd., together with its subsidiaries, provides reinsurance and insurance products in the United States and internationally.