Earnings summaries and quarterly performance for RENAISSANCERE HOLDINGS.
Executive leadership at RENAISSANCERE HOLDINGS.
Kevin O'Donnell
Detailed
President and Chief Executive Officer
CEO
DM
David Marra
Detailed
Executive Vice President and Group Chief Underwriting Officer
JF
James Fraser
Detailed
Senior Vice President and Chief Accounting Officer
RQ
Robert Qutub
Detailed
Executive Vice President and Chief Financial Officer
RC
Ross Curtis
Detailed
Executive Vice President and Chief Portfolio Officer
SB
Sean Brosnan
Detailed
Senior Vice President and Chief Investment Officer
SB
Shannon Bender
Detailed
Executive Vice President, Group General Counsel and Corporate Secretary
Board of directors at RENAISSANCERE HOLDINGS.
CS
Carol Sanders
Detailed
Director
CT
Cynthia Trudell
Detailed
Director
DB
David Bushnell
Detailed
Director
DH
Duncan Hennes
Detailed
Director
HK
Henry Klehm III
Detailed
Director
JG
James Gibbons
Detailed
Non-Executive Chair of the Board
LM
Loretta Mester
Detailed
Director
SG
Shyam Gidumal
Detailed
Director
TJ
Torsten Jeworrek
Detailed
Director
VR
Valerie Rahmani
Detailed
Director
Research analysts who have asked questions during RENAISSANCERE HOLDINGS earnings calls.
David Motemaden
Evercore ISI
6 questions for RNR
Also covers: ACGL, AJG, ALL +16 more
EG
Elyse Greenspan
Wells Fargo
6 questions for RNR
Also covers: ACGL, AFL, AHL +30 more
Meyer Shields
Keefe, Bruyette & Woods
6 questions for RNR
Also covers: ACGL, AFG, AIG +24 more
Joshua Shanker
Bank of America Merrill Lynch
5 questions for RNR
Also covers: ACGL, AFL, ALL +13 more
Alex Scott
Barclays PLC
4 questions for RNR
Also covers: ACGL, AFL, AIG +29 more
Andrew Andersen
Jefferies
4 questions for RNR
Also covers: ACGL, AFG, AHL +19 more
Michael Zaremski
BMO Capital Markets
4 questions for RNR
Also covers: ACGL, AFG, AIG +25 more
Brian Meredith
UBS
3 questions for RNR
Also covers: ACGL, AIG, AIZ +17 more
Ryan Tunis
Cantor Fitzgerald
3 questions for RNR
Also covers: ACGL, AJG, CB +8 more
AK
Andrew Kligerman
TD Cowen
2 questions for RNR
Also covers: ABL, ACGL, AJG +21 more
MZ
Mike Zurimski
BMO
2 questions for RNR
Also covers: BRO
TB
Tracy Benguigui
Wolfe Research
2 questions for RNR
Also covers: ACGL, AJG, BRO +5 more
WC
Wesley Carmichael
Autonomous Research
2 questions for RNR
Also covers: ACGL, AFL, BHF +16 more
JB
Jamminder Bhullar
JPMorgan Chase & Co.
1 question for RNR
Also covers: ACGL, AFL, ALL +13 more
JH
Jian Huang
Morgan Stanley
1 question for RNR
Also covers: AIZ, ALL, BOW +10 more
JB
Jimmy Bhullar
JPMorgan Chase & Co.
1 question for RNR
Also covers: ACGL, AFL, ALL +11 more
Josh Shanker
Bank of America
1 question for RNR
Also covers: ACGL, ALL, AXS +11 more
TS
Taylor Scott
BofA Securities
1 question for RNR
Also covers: ACGL, AFL, AJG +12 more
YK
Yaron Kinar
Oppenheimer & Co. Inc.
1 question for RNR
Also covers: ACGL, ALL, AXS +10 more
Recent press releases and 8-K filings for RNR.
RenaissanceRe Reports Strong Annual and Fourth Quarter 2025 Financial Results
RNR
Earnings
Share Buyback
- RenaissanceRe reported annual net income available to common shareholders of $2.6 billion and operating income available to common shareholders of $1.9 billion for 2025.
- For Q4 2025, the company reported net income available to common shareholders of $751.6 million and operating income available to common shareholders of $601.1 million.
- In 2025, RenaissanceRe achieved a return on average common equity of 25.9% and an operating return on average common equity of 18.2%.
- The company repurchased approximately $1.6 billion of common shares in 2025, reducing its share count by 12.8%.
- The combined ratio for 2025 was 87.2% and the adjusted combined ratio was 85.4%.
9 hours ago
RenaissanceRe Holdings Ltd. Reports Strong Q4 and Full Year 2025 Financial Results
RNR
Earnings
Share Buyback
- For the full year 2025, RenaissanceRe reported $2.6 billion of net income available to common shareholders and $1.9 billion of operating income available to common shareholders. In Q4 2025, net income was $751.6 million and operating income was $601.1 million.
- The company achieved a return on average common equity of 25.9% and an operating return on average common equity of 18.2% for the full year 2025. The combined ratio for the full year 2025 was 87.2%, and 71.4% for Q4 2025.
- Book value per common share grew by 26.2% in 2025, with tangible book value per common share plus change in accumulated dividends growing by 30.8%.
- RenaissanceRe repurchased approximately $1.6 billion of common shares in 2025, reducing the share count by 12.8%. An additional $113.4 million in shares were repurchased from January 1, 2026, through January 30, 2026.
9 hours ago
RenaissanceRe Announces Strong Q4 and Full Year 2025 Results
RNR
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Net income available to common shareholders for Q4 2025 was $751,638, a significant increase from a loss of $(198,503) in Q4 2024. For the full year 2025, net income was $2,646,959, up from $1,834,985 in 2024.
- Diluted earnings per common share for Q4 2025 was $16.75, compared to $(3.95) in Q4 2024. For the full year 2025, diluted EPS was $56.03, up from $35.21 in 2024.
- The adjusted combined ratio improved to 70.0% in Q4 2025 from 89.4% in Q4 2024, reflecting enhanced underwriting performance.
- The total investment result (managed) for Q4 2025 was $653,998, a substantial increase from a loss of $(186,885) in Q4 2024, with an annualized return of 7.5%.
- Book value per common share increased to $247.00 as of December 31, 2025, from $195.77 at December 31, 2024, representing a 26.2% year-to-date change.
10 hours ago
Third Point Sends Letter to CoStar Group Board Criticizing Strategy and Performance
RNR
Board Change
Executive Compensation
New Projects/Investments
- Third Point LLC sent a letter to CoStar Group's Board of Directors on January 27, 2026, expressing concerns about weak board oversight, misaligned management incentives, and disastrous capital allocation policies, particularly regarding the residential real estate (RRE) strategy.
- The firm estimates CoStar has invested approximately $5 billion in its RRE segment over the past five years, including $3 billion in its U.S. RRE segment, which generated only $60 million in revenue in 2024 and an expected $80 million in 2025.
- CoStar's stock has underperformed significantly, down 27% over the past five years compared to a 94% total return for the S&P 500, while CEO Andy Florance received approximately $37 million in compensation in 2024 despite these results.
- Third Point's standstill agreement has expired, and they intend to introduce a slate of new directors to the board, recommending the company eliminate RRE losses and refocus on its core commercial real estate (CRE) business.
8 days ago
RenaissanceRe Holdings Ltd. Amends Secured Letter of Credit Facility
RNR
Debt Issuance
- RenaissanceRe Holdings Ltd. (RNR) entered into a deed of amendment on December 22, 2025, to its existing secured letter of credit facility with Citibank Europe Plc and its subsidiaries.
- The amendment extends the facility's Availability End Date to December 31, 2026, and its Expiry Date to December 31, 2027.
- The facility provides for a commitment to issue letters of credit up to $320 million, with a right to increase to $350 million.
Dec 22, 2025, 9:11 PM
RenaissanceRe Reports Strong Q3 2025 Results and Positive Outlook
RNR
Earnings
Share Buyback
Guidance Update
- RenaissanceRe Holdings Ltd. reported strong Q3 2025 results, with $734 million in operating income and an operating return on average common equity of 28%. Operating income per share was $15.62, and underwriting income nearly doubled from Q3 2024 to $770 million.
- Year-to-date, the company achieved almost $1.3 billion in operating income and grew tangible book value per share plus change in accumulated dividends by almost 22%.
- The company returned over $1 billion in capital to shareholders through repurchases year-to-date and anticipates continuing share buybacks, having bought back over 850,000 shares for $205 million since Q2 2024 and an additional $100 million post quarter-end as of October 24, 2025.
- Looking ahead to 2026, while property catastrophe rates are expected to decrease by about 10%, the company anticipates return levels to remain very attractive, maintaining a focus on margin over growth and disciplined underwriting.
Oct 29, 2025, 2:00 PM
RenaissanceRe Reports Strong Q3 2025 Results and Capital Returns
RNR
Earnings
Share Buyback
Guidance Update
- RenaissanceRe Holdings Ltd. reported strong Q3 2025 financial results, including an annualized return on equity of 35% and operating income per share of $15.62.
- The company generated $1.9 billion in GAAP earnings and $3.2 billion in operating cash flow year-to-date, growing tangible book value by $1 billion.
- RenaissanceRe returned $1 billion of capital to shareholders through repurchases as of October 24, 2025, and plans to continue share buybacks, considering them an "exceptional value".
- Underwriting income nearly doubled to $770 million in Q3 2025 , driven by disciplined underwriting, while the market anticipates property catastrophe rates could be down about 10% at the January 1, 2026 renewal, though returns are expected to remain attractive.
Oct 29, 2025, 2:00 PM
RenaissanceRe Announces Q3 2025 Results
RNR
Earnings
- For the third quarter of 2025, RenaissanceRe reported net income available to common shareholders of $907.7 million, or $19.47 per basic common share. For the nine months ended September 30, 2025, net income was $1,895.3 million, with basic EPS of $39.60.
- Gross premiums written for Q3 2025 were $2.32 billion, and net premiums written were $2.06 billion. For the nine months ended September 30, 2025, gross premiums written totaled $9.90 billion and net premiums written were $8.27 billion.
- The company achieved underwriting income of $770.2 million with a combined ratio of 68.4% in Q3 2025. For the nine months ended September 30, 2025, underwriting income was $601.3 million and the combined ratio was 92.1%.
- Total investment result for Q3 2025 was $750.2 million, contributing to a nine-month total of $2.25 billion.
Oct 29, 2025, 2:00 PM
RenaissanceRe Reports Strong Q3 2025 Operating Income and Tangible Book Value Growth
RNR
Earnings
Share Buyback
Guidance Update
- RenaissanceRe Holdings Ltd. reported operating income of $734 million and an operating return on average common equity of 28% for Q3 2025.
- The company grew its tangible book value per share plus change in accumulated dividends by 10% in Q3 2025 and almost 22% year-to-date.
- RenaissanceRe returned over $1 billion in capital to shareholders through repurchases in 2025 and anticipates continuing share buybacks.
- Key profit drivers in Q3 2025 included underwriting income of $770 million, retained net investment income of $305 million, and fee income of $102 million.
- While anticipating continued growth in demand, the company expects property catastrophe rates to be down about 10% at January 1, 2026 renewals due to increased supply.
Oct 29, 2025, 2:00 PM
RenaissanceRe Reports Strong Q3 2025 Financial Results
RNR
Earnings
Share Buyback
Revenue Acceleration/Inflection
- RenaissanceRe reported net income available to common shareholders of $907.7 million and operating income available to common shareholders of $733.7 million in Q3 2025.
- The company achieved an annualized return on average common equity of 34.9% and an annualized operating return on average common equity of 28.2% for Q3 2025.
- The combined ratio was 68.4% and the adjusted combined ratio was 66.6% in Q3 2025.
- RenaissanceRe repurchased approximately $205.2 million of common shares in Q3 2025, with an additional $100.0 million repurchased from October 1, 2025, through October 24, 2025.
- Year-to-date growth in book value per common share and tangible book value per common share plus change in accumulated dividends was 18.1% and 21.8%, respectively.
Oct 28, 2025, 8:33 PM
Quarterly earnings call transcripts for RENAISSANCERE HOLDINGS.
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