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Renaissancere Holdings Ltd (RNR)
NYSE:RNR
Earnings Data
Report Date
Jul 29, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
9.86Last Year’s EPS
12.41Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 23, 2025
|% Change Since: 1.37%
|Next Earnings Date:Jul 29, 2025
Earnings Call Sentiment|Neutral
The earnings call reflected a company resilient in the face of significant challenges, with robust investment income and capital management offsetting underwriting losses. However, the impact of large events such as the California wildfires and an increased combined ratio in Casualty and Specialty segments highlighted ongoing challenges.Company Guidance
During the RenaissanceRe Holdings Ltd. first-quarter 2025 earnings call, several key metrics were highlighted to provide insight into the company's performance and outlook. The company reported an operating loss for the quarter, but on a net GAAP basis, it achieved a profit, primarily due to diversification and favorable mark-to-market gains in its investment portfolio. Tangible book value per share, a primary metric, increased quarter over quarter, despite $380 million being returned to shareholders through dividends and share repurchases. The combined ratio for the quarter was 128%, with a notable impact from large loss events, including California wildfires, which added 52.6 percentage points to the quarterly combined ratio. The company's investment portfolio also delivered strong results, contributing a retained net investment income of $279 million. RenaissanceRe's strategic focus on margin preservation and capital management was emphasized, with 1.5 million shares repurchased during the quarter for $361 million. The company anticipates delivering solid full-year returns on equity, assuming average catastrophe activity for the remainder of the year.Strong Tangible Book Value Growth
Despite catastrophe losses, the tangible book value per share plus accumulated dividends increased quarter over quarter, supported by a net GAAP profit and $380 million returned to shareholders through dividends and share repurchases.
Resilient Investment Income
Net investment income remained strong at $279 million on a retained basis, contributing significantly to offsetting underwriting losses.
Effective Capital Management
The company repurchased $361 million worth of shares in Q1 and an additional $65 million after the quarter's end, showcasing strong capital and liquidity positions.
Stable Credit and Specialty Portfolio
The company maintained a cautious approach, reducing exposure to general liability while leveraging growth in mortgage deals, reflecting a well-balanced and profitable portfolio.
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RNR Earnings History
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
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RNR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 23, 2025 | $239.96 | $227.94 | -5.01% |
| Jan 28, 2025 | $258.62 | $236.49 | -8.56% |
| Nov 06, 2024 | $277.03 | $264.97 | -4.35% |
| Jul 24, 2024 | $223.65 | $218.56 | -2.28% |
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.
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FAQ
When does Renaissancere Holdings Ltd (RNR) report earnings?
Renaissancere Holdings Ltd (RNR) is schdueled to report earning on Jul 29, 2025, TBA Not Confirmed.
What is Renaissancere Holdings Ltd (RNR) earnings time?
Renaissancere Holdings Ltd (RNR) earnings time is at Jul 29, 2025, TBA Not 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 (Q2) is 9.86.
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