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RenaissanceRe Holdings Ltd. (RNR) Stock Analysis

Range Bound setup

HoldVALUE-TRAP 2/5Moderate Confidence

Financial Services · Insurance - Reinsurance

Hold if already holding. Not a fresh buy at $307.68, but acceptable to hold if already in. Reasons: Concentration risk — Customer: Aon, Marsh & McLennan, Arthur J. Gallagher (81.3%); Analyst target reached - limited upside remaining.

RenaissanceRe is a global reinsurance and insurance provider operating Property and Casualty & Specialty segments, headquartered in Bermuda. It earns underwriting income, fee income from managing third-party capital through its Capital Partners unit, and investment income from a... Read more

$307.68+1.4% A.UpsideScore 6.4/10#2 of 5 Insurance - Reinsurance
Stop $293.04Target $311.84(resistance)A.R:R -0.7:1
Analyst target$325.93+5.9%15 analysts
$311.84our TP
$307.68price
$325.93mean
$431

Hold if already holding. Not a fresh buy at $307.68, but acceptable to hold if already in. Reasons: Concentration risk — Customer: Aon, Marsh & McLennan, Arthur J. Gallagher (81.3%); Analyst target reached - limited upside remaining. Chart setup: RSI 57 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 6.4/10, moderate confidence.

Passes 4/6 gates (clean insider activity, no SEC red flags, earnings proximity 90d clear, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.

Thesis

Rewards
Strong earnings beat streak (4/4)
Attractive valuation
Strong growth profile
Risks
Concentration risk — Customer: Aon, Marsh & McLennan, Arthur J. Gallagher (81.3%)
Analyst target reached - limited upside remaining
Near 52-week high (3.3% away)

Key Metrics

P/E (TTM)5.1
P/E (Fwd)7.4
Mkt Cap$13.1B
EV/EBITDA-1.7
Profit Mgn20.9%
ROE19.7%
Rev Growth27.6%
Beta0.24
Dividend0.53%
Rating analysts22

Quality Signals

Piotroski F9/9

Options Flow

P/C0.55bullish
IV37%normal
Max Pain$200-35.0% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHCustomerAon, Marsh & McLennan, Arthur J. Gallagher81%
    10-K Item 1A: 'three brokerage firms (Aon plc, Marsh & McLennan Companies, Inc. and Arthur J. Gallagher) accounting for 81.3% of our gross premiums written'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Volume
0.0
Obv
1.0
Rsi
5.5
Ma Position
6.0
Volume distribution (falling OBV)Above 200-day MA
GatesMomentum 2.5<4.5A.R:R -0.7=NEGATIVEInsider activity: OKNo SEC red flagsEARNINGS PROXIMITY 90d clearSEMI CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
57 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $287.84Resistance $318.20

Price Targets

$293
$312
A.Upside+1.4%
A.R:R-0.7:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Target reached (-4.7% upside)
! Momentum score 2.5/10 — below 4.5 minimum
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-29 (90d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is RNR stock a buy right now?

Hold if already holding. Not a fresh buy at $307.68, but acceptable to hold if already in. Reasons: Concentration risk — Customer: Aon, Marsh & McLennan, Arthur J. Gallagher (81.3%); Analyst target reached - limited upside remaining. Chart setup: RSI 57 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Target $311.84 (+1.4%), stop $293.04 (−5.0%), A.R:R -0.7:1. Score 6.4/10, moderate confidence.

What is the RNR stock price target?

Take-profit target: $311.84 (+1.4% upside). Target $311.84 (+1.4%), stop $293.04 (−5.0%), A.R:R -0.7:1. Stop-loss: $293.04.

What are the risks of investing in RNR?

Concentration risk — Customer: Aon, Marsh & McLennan, Arthur J. Gallagher (81.3%); Analyst target reached - limited upside remaining; Near 52-week high (3.3% away).

Is RNR overvalued or undervalued?

RenaissanceRe Holdings Ltd. trades at a P/E of 5.1 (forward 7.4). TrendMatrix value score: 8.0/10. Verdict: Hold.

What do analysts say about RNR?

22 analysts cover RNR with a consensus score of 3.3/5. Average price target: $326.

What does RenaissanceRe Holdings Ltd. do?RenaissanceRe is a global reinsurance and insurance provider operating Property and Casualty & Specialty segments,...

RenaissanceRe is a global reinsurance and insurance provider operating Property and Casualty & Specialty segments, headquartered in Bermuda. It earns underwriting income, fee income from managing third-party capital through its Capital Partners unit, and investment income from a fixed income portfolio.

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