RenaissanceRe (NYSE:RNR) Stock Price Expected to Rise, UBS Group Analyst Says

RenaissanceRe (NYSE:RNR) had its target price increased by analysts at UBS Group from $312.00 to $319.00 in a report issued on Wednesday,Benzinga reports. The firm currently has a “neutral” rating on the insurance provider’s stock. UBS Group’s price target would suggest a potential upside of 2.95% from the company’s current price.

Other equities research analysts also recently issued research reports about the company. JPMorgan Chase & Co. lifted their target price on RenaissanceRe from $303.00 to $329.00 and gave the stock a “neutral” rating in a report on Wednesday, January 7th. Wall Street Zen upgraded RenaissanceRe from a “hold” rating to a “buy” rating in a research report on Saturday, February 14th. Zacks Research lowered RenaissanceRe from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Evercore upped their price objective on RenaissanceRe from $283.00 to $291.00 and gave the stock an “in-line” rating in a research report on Wednesday, February 4th. Finally, Morgan Stanley lowered RenaissanceRe from an “overweight” rating to an “equal weight” rating and set a $310.00 price objective on the stock. in a research report on Thursday, February 26th. Three investment analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $309.50.

RenaissanceRe Trading Up 0.9%

RenaissanceRe stock opened at $309.87 on Wednesday. The company has a quick ratio of 1.43, a current ratio of 1.43 and a debt-to-equity ratio of 0.21. RenaissanceRe has a 52 week low of $222.75 and a 52 week high of $315.88. The company has a market capitalization of $13.37 billion, a price-to-earnings ratio of 5.47, a price-to-earnings-growth ratio of 0.71 and a beta of 0.24. The stock has a 50-day moving average price of $297.92 and a 200 day moving average price of $276.20.

RenaissanceRe (NYSE:RNR) last released its earnings results on Tuesday, February 3rd. The insurance provider reported $13.34 EPS for the quarter, topping analysts’ consensus estimates of $10.59 by $2.75. RenaissanceRe had a return on equity of 18.29% and a net margin of 20.88%.The firm had revenue of $2.97 billion during the quarter, compared to the consensus estimate of $1.73 billion. During the same quarter in the previous year, the company posted $8.06 earnings per share. The company’s revenue was up 29.6% compared to the same quarter last year. Sell-side analysts anticipate that RenaissanceRe will post 26.04 EPS for the current year.

Insider Buying and Selling at RenaissanceRe

In other news, EVP Robert Qutub sold 5,000 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $305.75, for a total transaction of $1,528,750.00. Following the completion of the transaction, the executive vice president directly owned 73,023 shares of the company’s stock, valued at $22,326,782.25. This represents a 6.41% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. 2.30% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the business. Capital World Investors raised its stake in shares of RenaissanceRe by 0.3% during the 3rd quarter. Capital World Investors now owns 2,649,518 shares of the insurance provider’s stock worth $672,792,000 after buying an additional 7,839 shares during the period. Boston Partners increased its position in shares of RenaissanceRe by 9.9% during the fourth quarter. Boston Partners now owns 1,423,483 shares of the insurance provider’s stock worth $400,150,000 after purchasing an additional 128,245 shares in the last quarter. Dimensional Fund Advisors LP increased its position in shares of RenaissanceRe by 3.2% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,033,009 shares of the insurance provider’s stock worth $290,450,000 after purchasing an additional 31,599 shares in the last quarter. Lightrock Netherlands B.V. increased its position in shares of RenaissanceRe by 4,690.1% during the fourth quarter. Lightrock Netherlands B.V. now owns 1,017,508 shares of the insurance provider’s stock worth $286,083,000 after purchasing an additional 996,266 shares in the last quarter. Finally, Bank of America Corp DE increased its position in shares of RenaissanceRe by 17.6% during the second quarter. Bank of America Corp DE now owns 803,547 shares of the insurance provider’s stock worth $195,182,000 after purchasing an additional 120,063 shares in the last quarter. 99.97% of the stock is owned by institutional investors and hedge funds.

RenaissanceRe News Roundup

Here are the key news stories impacting RenaissanceRe this week:

• Positive Sentiment: Cantor Fitzgerald upgraded RNR from Neutral to Overweight and raised its target to $340, signaling meaningful upside and helping support the rally. Cantor Fitzgerald Upgrade (Benzinga) Finviz
• Positive Sentiment: Barclays raised its price target sharply to $341 (from $310) while keeping an Equal Weight rating — a sizable lift to consensus targets that likely boosted investor optimism. Barclays PT Raise (Benzinga)
• Positive Sentiment: UBS bumped its target to $319 and reiterated a Neutral view, adding incremental upward pressure on the stock by increasing modeled value. UBS PT Raise (Benzinga)
• Positive Sentiment: Keefe, Bruyette & Woods published a note forecasting strong price appreciation for RNR, which reinforces buy-side thesis around underwriting leverage and capital return. Keefe, Bruyette & Woods Forecast
• Positive Sentiment: Zacks / industry commentary highlighted RNR among P&C insurers positioned to benefit from digitalization and pricing tailwinds after catastrophe activity — a sector-level bullish signal for premiums and renewals. Zacks Industry Outlook (Yahoo)
• Positive Sentiment: A Zacks piece listing “5 Stocks to Add From the Prospering P&C Insurance Industry” included RNR, reinforcing positive thematic interest from value and sector investors. Zacks: 5 P&C Stocks
• Neutral Sentiment: Zacks published an analysis asking whether value investors should buy RNR, providing balanced coverage that may attract research-driven flows but not an explicit buy signal. Zacks Stock Analysis
• Neutral Sentiment: AmericanBankingNews noted that brokerages’ consensus rating is roughly a “Hold,” which caps upside expectations until more positive revisions arrive. Brokerage Consensus (AmericanBankingNews)
• Neutral Sentiment: CNN Markets maintains a standard company profile page for RNR (useful for quote/activity context but not new directional news). CNN Markets: RNR
• Negative Sentiment: Wells Fargo trimmed its price target slightly from $306 to $305 and kept an Equal Weight rating — a modest negative signal that partially offsets the bullish broker activity. Wells Fargo PT Cut (Benzinga)

About RenaissanceRe

RenaissanceRe Holdings Ltd. is a global provider of reinsurance and insurance solutions, specializing in property catastrophe, casualty, and specialty lines. Established in 1993 and headquartered in Bermuda, the company trades on the New York Stock Exchange under the symbol RNR. With a focus on underwriting and risk assessment, RenaissanceRe offers tailored programs designed to help insurers and corporations manage exposure to natural disasters, liability claims, and other complex risks.

The company operates through two primary segments: Reinsurance and Insurance.