RNR

In the past six months, RenaissanceRe reported strong Q2 2026 earnings on July 22, 2026, with $654.2 million net income and $547.8 million operating income, exceeding EPS estimates at $12.92 and achieving a 20.1% annualized operating return on equity. On July 29, 2026, the company announced a quarterly dividend and renewed its share repurchase program. There have been several insider stock sales, including a portfolio chief selling 9,623 shares on September 3, 2026, an EVP selling 377 shares on August 27, 2026, another executive trimming 5,000 shares on August 25, 2026, and an EVP selling 5,000 shares on July 28th at an average price of $333.03. Analyst ratings include RBC Capital initiating coverage with a 'Sector Perform' rating and a $365 price target on September 24, 2026, and Royal Bank of Canada upgrading to 'hold' on the same day. Bank of America lifted its target price from $410.00 to $438.00 with a 'buy' rating on July 23, 2026, and Cantor Fitzgerald reiterated an 'overweight' rating on the same day. Citigroup raised its rating from 'neutral' to 'buy' and boosted its target price from $335.00 to $345.00 on June 10, 2026. Over the last 12 months, the stock price increased by 36.32%, with a year-to-date return of 16.89%, reaching an all-time high of $340.24 on September 2, 2026.