The earnings call demonstrated strong financial performance with significant growth in book value, return on equity, and underwriting income. Despite challenges in the casualty line and increased operating expenses, the overall sentiment is positive due to robust fee income recovery, strategic share repurchases, and effective investment portfolio management.

Company Guidance

During the RenaissanceRe Second Quarter 2025 Earnings Call, the company reported robust financial performance, highlighted by a 24% operating return on equity and a 10% year-to-date growth in tangible book value per share. The firm emphasized its strategic focus on underwriting, investments, and fee income as key profit drivers. RenaissanceRe's underwriting portfolio saw a significant expansion, with gross premiums written at $3.4 billion, and a 13% increase in U.S. property catastrophe premiums due to favorable renewal terms. The company also reported $602 million in underwriting income and $286 million in net investment income. Fee income rebounded to $95 million, recovering from prior quarter losses, and total fee income since 2023 reached nearly $700 million. The firm's financial strategy included substantial share repurchases totaling $1.5 billion since April 2024, underscoring its confidence in sustaining strong earnings and shareholder value.

Growth in Tangible Book Value

RenaissanceRe grew tangible book value per share by 10% year-to-date and over 20% over the past 12 months.

Strong Operating Return on Equity

The company achieved a 24% operating return on equity this quarter.

Underwriting Income Surge

Underwriting income reached $602 million, up 26% from the previous year.

Record Property Cat Portfolio

Constructed the largest and one of the most profitable net retained property cat portfolios.

Effective Fee Income Recovery

Fee income was $95 million for the quarter, up 13%, with management fees recovering from previous losses.

Robust Share Repurchase Program

Repurchased $376 million in shares this quarter, totaling $1.5 billion since April 2024.

Positive Investment Portfolio Performance

Retained net investment income was $286 million, supported by strategic allocation adjustments.

Renaissancere Holdings (RNR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

RNR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	5.15 / -	10.23	―	―	―
Jul 23, 2025	2025 (Q2)	9.90 / 12.29	12.41	-0.97% (-0.12)
Apr 23, 2025	2025 (Q1)	-1.17 / -1.49	12.18	-112.23% (-13.67)	―
Jan 28, 2025	2024 (Q4)	7.05 / 8.06	11.77	-31.52% (-3.71)	―
Nov 06, 2024	2024 (Q3)	8.02 / 10.23	8.33	22.81% (+1.90)	―
Jul 24, 2024	2024 (Q2)	10.70 / 12.41	8.79	41.18% (+3.62)	―
Apr 30, 2024	2024 (Q1)	9.48 / 12.18	8.16	49.26% (+4.02)	―
Jan 30, 2024	2023 (Q4)	8.31 / 11.77	7.33	60.57% (+4.44)	―
Nov 01, 2023	2023 (Q3)	6.58 / 8.33	-9.27	189.86% (+17.60)	―
Jul 25, 2023	2023 (Q2)	7.55 / 8.79	5.51	59.53% (+3.28)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

RNR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	$237.25	$239.00	+0.74%
Apr 23, 2025	$239.57	$227.57	-5.01%
Jan 28, 2025	$258.20	$236.10	-8.56%
Nov 06, 2024	$276.58	$264.54	-4.35%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Renaissancere Holdings Ltd (RNR) report earnings?

Renaissancere Holdings Ltd (RNR) is schdueled to report earning on Nov 04, 2025, After Close (Confirmed).

What is Renaissancere Holdings Ltd (RNR) earnings time?

Renaissancere Holdings Ltd (RNR) earnings time is at Nov 04, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is RNR EPS forecast?

RNR EPS forecast for the fiscal quarter 2025 (Q3) is 5.15.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing