RenaissanceRe Holdings Ltd., together with its subsidiaries, provides reinsurance and insurance products in the United States and internationally. The company operates through ...
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$1.62 per share
$1.62 per share
Est. EPS $6.76 · Revenue $1.87B · 10 analysts
Est. EPS $9.70 · Revenue $1.57B · 4 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $12.7B | +9.4% | +9.1% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $2.7B | +43.4% | +126.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +40.7% | +29.0% | +10.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +31.5% | +22.5% | +40.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +21.0% | +31.0% | +107.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $3.7B | -11.3% | +24.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +29.0% | -19.0% | +13.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 20.1% | +12.5% | -2.6% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 5.03x | +4.7% | -61.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $53.8B | +6.1% | +2.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 56.62 vs 36.41 | +55.5% | 15.75 vs 6.76 | +133.0% |
| Revenue Surprise | $12.7B vs $10.5B | +21.0% | $2.4B vs $1.9B | +27.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Curtis Ross | officer: EVP,Chief Portfolio Officer | Common Stock | D | 4,623 | $335.00 |
| Sep 3, 2026 | Curtis Ross | officer: EVP,Chief Portfolio Officer | Common Stock | D | 5,000 | $340.00 |
| Aug 26, 2026 | Curtis Ross | officer: EVP,Chief Portfolio Officer | Common Stock | D | 377 | $335.00 |
| Aug 24, 2026 | Curtis Ross | officer: EVP,Chief Portfolio Officer | Common Stock | D | 5,000 | $330.00 |
| Aug 17, 2026 | Curtis Ross | officer: EVP,Chief Portfolio Officer | Common Stock | D | 5,000 | $325.00 |
Operator : Good morning. My name is Tasha and I will be your conference operator today. At this time, I would like to welcome everyone to the RenaissanceRe Second Quarter 2026 Earnings Conference Call and Webcast. [Operator Instructions] I will now turn the call over to Keith McCue, Senior Vice President of Finance and Investor Relations. Please go ahead. Keith McCue : Thank you, Tasha. Good morning, and welcome to RenaissanceRe's Second Quarter Earnings Conference Call. Joining me today to discuss our results are Kevin O'Donnell, President and Chief Executive Officer; Bob Qutub, Executive Vice President and Chief Financial Officer; and David Marra, Executive Vice President and Group Chief Underwriting Officer. To begin, some housekeeping matters. Our discussion today will include forward-looking statements, including new and updated expectations for our business and results of operations. Important to note that actual results may differ materially from the expectations shared today. Additional information regarding the factors shaping these outcomes can be found in our SEC filings and in our earnings release. During today's call, we will also present non-GAAP financial measures. Reconciliations to GAAP metrics and other information concerning non-GAAP measures may be found in our earnings release and financial supplement, which are available on our website at renre.com. And now I'd like to turn the call over to Kevin. Kevin? Kevin O'Donnell : Thanks, Keith. Good morning, everyone, and thank you for joining us today. For the second quarter, we reported operating income of $548 million and an annualized operating return on equity of 20%. Tangible book value per share grew approximately 6% in the quarter and 27% year-over-year. Each of our 3 drivers of profit, underwriting fee and net investment income contributed meaningfully to these strong results. This reflects the long-term disciplined execution of our strategy that enables us to continue to grow tangible book value per share. . Our strategy does not change from quarter-to-quarter. We manage the business to build efficient portfolios of risk that maximize profitability. What does change, however, for the tactics we employ to achieve that strategy as markets shift. You can see this in action at the midyear renewals. David will discuss these in more detail with property catastrophe rates were down high teens, which was consistent with our expectations. Our leadership position allowed us to grow property cat limit with high-quality clients. The result is at today's pricing. We continue to like the property cat market. Recent rate decreases have come off the step change in pricing and terms that reset this market in 2023. As a result, property cat rates remain broadly adequate and that is what dictates our underwriting behavior. Thinking about our business in terms of rate adequacy provides us more nuanced strategy than having one playbook for a hard market and another first soft market. What …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Kevin Joseph O'Donnell | President, Chief Executive Officer & Director | USD 7,937,109 | Male | 1967 | Active |
Robert Qutub | Executive Vice President & Chief Financial Officer | USD 3,627,979 | Male | 1961 | Active |
David Edward Marra | Executive Vice President & Group Chief Underwriting Officer | USD 3,572,346 | Male | 1975 | Active |
Ross Arthur Curtis | Executive Vice President & Chief Portfolio Officer | USD 3,226,768 | Male | 1973 | Active |
Shannon Lowry Bender | Executive Vice President, Group General Counsel & Corporate Secretary | USD 2,718,276 | Female | 1967 | Active |
Sean G. Brosnan | Chief Investment Officer & Senior VP | USD 1,356,762 | Male | 1976 | Active |
Jonathan D. A. Paradine | Chief Underwriting Officer of Asia Pacific | — | Male | 1971 | Active |
Keil Gunther | Senior Vice President, Head of Global Marketing & Client Communications | — | Female | 1973 | Active |
Becket McNab | Chief Human Resources Officer | — | — | — | Active |
Blythe Walker | Chief Technology Officer | — | Male | — | Active |
James Christopher Fraser | Senior Vice President & Chief Accounting Officer | — | Male | 1976 | Active |
Canada Pension Plan Investment Board acquired a new stake in shares of RenaissanceRe Holdings Ltd. (NYSE: RNR) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 3,400 shares of the insurance provider's stock, valued at approximately $1,077,000. Other hedge funds
RNR leverages growing ILS capacity to expand fee income, providing an earnings stream beyond traditional underwriting.
RenaissanceRe (RNR) reported earnings 30 days ago. What's next for the stock?
PEMBROKE, Bermuda--(BUSINESS WIRE)--The Board of Directors of RenaissanceRe Holdings Ltd. (NYSE: RNR) (“RenaissanceRe” or the “Company”) announced today a quarterly dividend of $0.41 per common share on its common shares. The dividend is payable on September 30, 2026, to shareholders of record on September 15, 2026. In addition, the Board of Directors approved a renewal of RenaissanceRe's authorized share repurchase program, bringing the total current authorization up to $750.0 million, which i.
First Trust Advisors LP lessened its position in shares of RenaissanceRe Holdings Ltd. (NYSE: RNR) by 41.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 99,963 shares of the insurance provider's stock after selling 70,332 shares during
