RenaissanceRe delivered strong financial results in the second quarter of 2025, with significant growth in tangible book value, robust underwriting performance, and successful midyear renewals. Although there were some challenges in the Casualty and Specialty segments, and the new Bermuda tax impacted results, the company's overall performance and strategic execution were positive.

Company Guidance -

Q3 2025

During the RenaissanceRe Second Quarter 2025 Earnings Conference Call, the company highlighted significant financial achievements and strategic updates. Year-to-date, tangible book value per share has grown by 10%, and over the past 12 months, it has increased by more than 20%. The firm reported a 24% operating return on equity for the quarter, driven by strong performance across underwriting, investment, and fee income, with underwriting income reaching $602 million, an increase of 26% from the previous year. The company's investment strategy yielded a net investment income of $286 million, supported by a $19 billion net reserve position against a $10 billion common equity, resulting in a valuable leverage in the current interest rate environment. The firm also highlighted the success of its capital partners business, which generated $95 million in fees, with a cumulative $700 million since early 2023, double the previous periods. The midyear renewals reflected strong underwriting performance, particularly in the property catastrophe segment, where the company reported an adjusted combined ratio of 73%. Overall, RenaissanceRe demonstrated robust capital management with $1.5 billion in share repurchases since April 2024, equating to a 20% growth in tangible book value per share plus change in accumulated dividends over the last year.

Strong Growth in Tangible Book Value

RenaissanceRe grew its tangible book value per share by 10% year-to-date and over 20% over the past 12 months, demonstrating successful capital utilization and risk management.

Record Operating Return on Equity

The company delivered a 24% operating return on equity this quarter, showcasing strong income diversification and effective risk absorption.

Robust Underwriting Performance

Underwriting income reached $602 million, up 26% from last year, with an adjusted combined ratio of 73% and significant favorable development contributing to strong results.

Successful Midyear Renewals

RenaissanceRe executed a successful midyear renewal, growing U.S. property catastrophe premiums by 13% with rates at private terms above market.

Strong Investment Income

Retained net investment income was $286 million, with a consistent yield to maturity of 5% and duration at 3 years, supporting overall financial performance.

Fee Income Recovery

Capital Partners' fee income was $95 million, recovering from previous losses and contributing significantly to shareholder value.

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

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RNR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	5.03 / -	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 5.03.

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