RNR
RENAISSANCERE HOLDINGS LTD
$300.88
+0.92%
$12.8B
No data for this timeframe.
Vol
Market Cap$12.8B
Cap SizeLarge Cap
Analyst ConsensusHold (30%)
Insider Activity0B / 4S
Insider Net $-$4.1M
SEC Reports1
Recent Activity
May 25, 2026
dark_pool
Dark Pool: RNR — 0.5M shares, 23,275 trades
Week starting 2026-05-25. Total ATS volume: 489,082 shares across 23,275 trades.
May 18, 2026
Insider
Sanders Carol P sold 1,479 shares
Director @ $297.36 ($439.8K)
May 11, 2026
Insider
Hooley Stephen C was granted 591 shares
Director
May 11, 2026
Insider
Klehm Henry III was granted 506 shares
Director
Apr 28, 2026
SEC
RenaissanceRe reported Q1 2026 net income of $284.5M ($6.57/diluted) and operating income of $590.5M ($13.75/diluted), d
8-K — Impact 6/10
Price Targets
$325.47
+8.2% upside
Buy
Current $300.88
Low $277.00
Median $326.00
High $401.00
15 analysts
$277.00
$401.00
Analyst Ratings
2Strong Buy
5Buy
15Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 10, 2026 | Citigroup | UPGRADE | Neutral → Buy |
| May 4, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 1, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| Apr 30, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 29, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $10.96 | $9.91 — $12.39 | -11% YoY | 16 |
| Next Q | $6.26 ▲ +0.9% | $4.84 — $7.51 | -68% YoY | 4 |
| Current FY | $40.75 | $37.07 — $43.57 | 4% YoY | 16 |
| Next FY | $40.47 ▼ -0.5% | $37.89 — $42.98 | 26% YoY | 4 |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 18, 2026 | Sanders Carol | SELL | $439.8K |
| May 11, 2026 | Hooley Stephen | A | $0.00 |
| May 11, 2026 | Klehm Henry | A | $0.00 |
| Mar 10, 2026 | Curtis Ross | D | $0.00 |
| Mar 10, 2026 | Qutub Robert | D | $0.00 |
No institutional holding data available yet. Data is sourced from 13F filings which are filed quarterly.
15 unique insiders with 30 transactions. Net insider value: -$4.1M ($0.00 bought, $4.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 18, 2026 | Sanders Carol P | Director | SELL | 1,479 | $297.36 | $439.8K |
| May 11, 2026 | Hooley Stephen C | Director | AWARD | 591 | — | — |
| May 11, 2026 | Klehm Henry III | Director | AWARD | 506 | — | — |
| Mar 10, 2026 | Curtis Ross | EVP,Chief Portfolio Officer | D | 1,070 | — | — |
| Mar 10, 2026 | Qutub Robert | EVP, Chief Financial Officer | D | 979 | — | — |
| Mar 10, 2026 | Bender Shannon Lowry | EVP, General Counsel & Secty | D | 483 | — | — |
| Mar 10, 2026 | Bender Shannon Lowry | EVP, General Counsel & Secty | TAX W/H | 1,525 | $297.22 | $453.3K |
| Mar 10, 2026 | Marra David E | EVP,Chief Underwriting Officer | D | 652 | — | — |
| Mar 10, 2026 | Marra David E | EVP,Chief Underwriting Officer | TAX W/H | 2,630 | $297.22 | $781.7K |
| Mar 10, 2026 | ODonnell Kevin | Pres & Chief Executive Officer | D | 2,424 | — | — |
| Mar 10, 2026 | ODonnell Kevin | Pres & Chief Executive Officer | TAX W/H | 7,647 | $297.22 | $2.3M |
| Mar 10, 2026 | Qutub Robert | EVP, Chief Financial Officer | TAX W/H | 3,087 | $297.22 | $917.5K |
| Mar 1, 2026 | TRUDELL CYNTHIA | Director | AWARD | 578 | — | — |
| Mar 1, 2026 | Klehm Henry III | Director | AWARD | 578 | — | — |
| Mar 1, 2026 | GIBBONS JAMES L | Director | AWARD | 1,074 | — | — |
| Mar 1, 2026 | Qutub Robert | EVP, Chief Financial Officer | AWARD | 2,644 | — | — |
| Mar 1, 2026 | Marra David E | EVP,Chief Underwriting Officer | AWARD | 2,975 | — | — |
| Mar 1, 2026 | HENNES DUNCAN P | Director | AWARD | 578 | — | — |
| Mar 1, 2026 | BUSHNELL DAVID C | Director | AWARD | 578 | — | — |
| Mar 1, 2026 | GIDUMAL SHYAM H | Director | AWARD | 578 | — | — |
| Mar 1, 2026 | Bender Shannon Lowry | EVP, General Counsel & Secty | AWARD | 1,785 | — | — |
| Mar 1, 2026 | Brosnan Sean G | SVP, Chief Investment Officer | AWARD | 6,343 | — | — |
| Mar 1, 2026 | Curtis Ross | EVP,Chief Portfolio Officer | AWARD | 2,562 | — | — |
| Mar 1, 2026 | ODonnell Kevin | Pres & Chief Executive Officer | AWARD | 8,596 | — | — |
| Mar 1, 2026 | Fraser James Christopher | SVP, Chief Accounting Officer | AWARD | 1,611 | — | — |
| Mar 1, 2026 | Sanders Carol P | Director | AWARD | 578 | — | — |
| Feb 15, 2026 | Marra David E | EVP,Chief Underwriting Officer | TAX W/H | 1,271 | $301.37 | $383.0K |
| Feb 6, 2026 | Qutub Robert | EVP, Chief Financial Officer | SELL | 2,284 | $305.42 | $697.6K |
| Feb 5, 2026 | Curtis Ross | EVP,Chief Portfolio Officer | SELL | 5,000 | $305.00 | $1.5M |
| Feb 4, 2026 | Curtis Ross | EVP,Chief Portfolio Officer | SELL | 5,000 | $290.00 | $1.4M |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 0 neutral. Avg impact: 6.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Sell (30% buy). Based on 23 analysts: 2 strong buy, 5 buy, 15 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$325.47 mean target
+8.2% upside
Buy (2.65)
$277.00 Low
$401.00 High
| Metric | Value |
|---|---|
| Current Price | $300.88 |
| Target Low | $277.00 |
| Target Mean | $325.47 |
| Target Median | $326.00 |
| Target High | $401.00 |
| # Analysts | 15 |
| Recommendation | Buy (2.65) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$10.96 | $9.91 | $12.39 | -10.8% | +0.4% | 9↑ 4↓ | $2.6B | -5.9% | 16 |
| Next Q 2026-09-30 |
$6.26 | $4.84 | $7.51 | -67.8% | +0.9% | 2↑ 1↓ | $2.0B | -3.4% | 4 |
| Current FY 2026-12-31 |
$40.75 | $37.07 | $43.57 | 4.2% | -0.2% | 16↑ 0↓ | $8.9B | -10.2% | 16 |
| Next FY 2027-12-31 |
$40.47 | $37.89 | $42.98 | 26.4% | -0.5% | 1↑ 2↓ | $9.0B | 1.4% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $10.962 | |
| 7d ago | $10.926 | +0.037 |
| 30d ago | $10.924 | +0.039 |
| 60d ago | $11.052 | -0.090 |
| 90d ago | $11.088 | -0.125 |
12 analyst firms have rated this stock: 2 upgrades, 2 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 10, 2026 | Citigroup | UPGRADE | Neutral | Buy |
| May 4, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 1, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Apr 30, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 29, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 14, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
| Apr 13, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| Apr 9, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Apr 9, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 9, 2026 | Cantor Fitzgerald | UPGRADE | Neutral | Overweight |
| Apr 8, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Apr 8, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Feb 26, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Feb 26, 2026 | Morgan Stanley | DOWNGRADE | Overweight | Equal-Weight |
| Feb 18, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 10, 2026 | Citigroup | DOWNGRADE | Buy | Neutral |
| Feb 9, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Feb 6, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| Feb 5, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 4, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Jan 14, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
| Jan 13, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 8, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 8, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Jan 7, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Jan 7, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Jan 6, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 5 | 15 | 1 | 0 | 30% | |
| May 1, 2026 | 2 | 5 | 15 | 1 | 0 | 30% | |
| Apr 1, 2026 | 2 | 4 | 15 | 1 | 0 | 27% | |
| Mar 1, 2026 | 2 | 4 | 15 | 1 | 0 | 27% | |
| Feb 1, 2026 | 3 | 5 | 13 | 1 | 0 | 36% | |
| Jan 1, 2026 | 3 | 5 | 13 | 1 | 0 | 36% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 25, 2026
dark_pool
Dark Pool: RNR — 0.5M shares, 23,275 trades
Week starting 2026-05-25. Total ATS volume: 489,082 shares across 23,275 trades.
May 18, 2026
dark_pool
Dark Pool: RNR — 0.9M shares, 31,110 trades
Week starting 2026-05-18. Total ATS volume: 889,701 shares across 31,110 trades.
May 11, 2026
dark_pool
Dark Pool: RNR — 0.8M shares, 30,073 trades
Week starting 2026-05-11. Total ATS volume: 816,106 shares across 30,073 trades.
May 4, 2026
dark_pool
Dark Pool: RNR — 0.5M shares, 25,325 trades
Week starting 2026-05-04. Total ATS volume: 492,389 shares across 25,325 trades.
Apr 28, 2026
earnings_calendar
RNR Q1 2026 Earnings After Market Close — 2026-04-28
Apr 27, 2026
dark_pool
Dark Pool: RNR — 0.7M shares, 25,210 trades
Week starting 2026-04-27. Total ATS volume: 735,153 shares across 25,210 trades.
Apr 24, 2026
short_interest
FTD: RNR — 6,046 shares ($1.9M) failed to deliver
Settlement: 20260424, Price: $313.44, FTD Value: $1,895,058.24, RENAISSANCERE HOLDINGS LTD
Apr 20, 2026
dark_pool
Dark Pool: RNR — 0.4M shares, 18,558 trades
Week starting 2026-04-20. Total ATS volume: 394,097 shares across 18,558 trades.
Apr 13, 2026
dark_pool
Dark Pool: RNR — 0.3M shares, 15,444 trades
Week starting 2026-04-13. Total ATS volume: 348,437 shares across 15,444 trades.
Apr 6, 2026
dark_pool
Dark Pool: RNR — 0.3M shares, 14,728 trades
Week starting 2026-04-06. Total ATS volume: 307,515 shares across 14,728 trades.
Mar 30, 2026
dark_pool
Dark Pool: RNR — 0.2M shares, 11,323 trades
Week starting 2026-03-30. Total ATS volume: 194,710 shares across 11,323 trades.
Mar 26, 2026
short_interest
FTD: RNR — 2,259 shares ($0.7M) failed to deliver
Settlement: 20260326, Price: $293.24, FTD Value: $662,429.16, RENAISSANCERE HOLDINGS LTD
Mar 23, 2026
dark_pool
Dark Pool: RNR — 0.3M shares, 14,446 trades
Week starting 2026-03-23. Total ATS volume: 314,878 shares across 14,446 trades.
Mar 16, 2026
dark_pool
Dark Pool: RNR — 0.4M shares, 18,400 trades
Week starting 2026-03-16. Total ATS volume: 386,834 shares across 18,400 trades.
Mar 9, 2026
dark_pool
Dark Pool: RNR — 0.5M shares, 19,861 trades
Week starting 2026-03-09. Total ATS volume: 512,275 shares across 19,861 trades.