RenaissanceRe Holdings Ltd. (RNR)

Over the past six months, RenaissanceRe's stock experienced several notable events. The company reported strong third-quarter 2025 results, which prompted a positive market reaction. The Board of Directors announced a quarterly dividend of $0.40 per common share. RenaissanceRe announced the renewal of its share repurchase program and repurchased approximately $205.2 million of common shares in Q3 2025, with an additional $100.0 million repurchased from October 1 to October 24, 2025. The company held its Q2 2025 earnings conference call. As of late November 2025, analysts have an average "Hold" rating for RNR stock, with an average 12-month target price of $284.50 to $291.73.

The nature of RenaissanceRe's business, particularly its property catastrophe reinsurance segment, inherently involves seasonality. The results of operations and cash flows for any interim period are not necessarily indicative of the results for the full fiscal year or subsequent quarters due to the unpredictable nature of catastrophic events. The company's performance is susceptible to these events, which can cause significant volatility in financial results. For example, Q1 2025 results were impacted by wildfires, and the property catastrophe current year results in 2024 included a 29 percentage point impact from large loss events, with Hurricanes Helene and Milton being the most impactful.

RenaissanceRe Holdings Ltd. is a global provider of reinsurance and insurance solutions, specializing in matching risk with capital. The company operates in the Financial Services sector, specifically in the Insurance - Reinsurance industry. Its core products include property, casualty, and specialty reinsurance, as well as certain insurance solutions, provided primarily through intermediaries. The company operates through two segments: Property, which focuses on property catastrophe excess of loss reinsurance contracts, and Casualty and Specialty, which writes various classes of products. RenaissanceRe also generates revenue from net investment income and other income from its joint ventures and advisory services.

RenaissanceRe Holdings Ltd. is headquartered in Pembroke, Bermuda, and has a significant global presence with offices in Bermuda, Australia, Canada, Ireland, Singapore, Switzerland, the United Kingdom, and the United States.

RenaissanceRe Holdings Ltd. maintains a reputation as a global leader in reinsurance and insurance, known for its sophisticated risk assessment models and strong capital base. The company emphasizes its purpose to protect communities and enable prosperity by delivering industry-leading risk transfer solutions. Its strategic focus on diversifying product offerings and expanding its global footprint, along with its expertise in climate risk modeling, contributes to its competitive edge and strong financial foundation. The company's robust financial performance, including strong underwriting income and book value per share growth in 2024 despite notable catastrophe events, showcases its resilience.

RenaissanceRe Holdings Ltd.'s ownership is predominantly institutional, with 964 institutional owners and shareholders holding a total of 52,362,622 shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Price T Rowe Associates Inc /md/, Capital World Investors, State Farm Mutual Automobile Insurance Co., State Street Corp., iShares Core S&P Mid-Cap ETF (IJH), Vanguard Total Stock Market Index Fund Investor Shares (VTSMX), AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A (ANCFX), Polar Capital Holdings Plc, Boston Partners Global Investors, Inc., American International Group, Inc., and Rhumbline Advisers. Individual investors hold approximately 2.06% of the shares.