RNRRenaissancere Holdings Ltd.
Renaissancere Holdings Ltd. (RNR) is a global reinsurance and specialty insurance company that provides risk transfer solutions to commercial and specialty markets. The company’s next catalyst is October 27, 2026 — Q3 2026 Earnings Release, which will test its ability to deliver consistent underwriting performance amid a cooling interest rate environment and evolving market conditions.
- Revenue reached $11.37B in the second quarter of 2026, with net income of $2.71B and diluted EPS of $6.57.
- The company maintains a net margin of 23.8% and a debt-to-equity ratio of 0.20x, reflecting strong leverage and capital efficiency.
- Shareholders’ equity stands at $11.61B, with a solid balance sheet supporting long-term growth and shareholder returns.
The Read
6% after Q4 2025 results and renewals underperformed expectations, but then surged about 8.
The schedule
- Tue27Oct
This earnings print will test the company's ability to maintain profitability amid rising interest rates and a volatile insurance market. The outcome will be critical for assessing the strength of its underwriting performance and capital management.
- Tue9Feb
This earnings release will provide further clarity on the company's performance during the fourth quarter, particularly in light of the ongoing macroeconomic environment and its capital position.
- Wed28Apr
This earnings release will be a critical test of the company's long-term strategy and its ability to adapt to changing market conditions, particularly in the insurance sector.
- Thu22Jul
This earnings release will provide insight into the company's ability to navigate the evolving insurance landscape and maintain profitability in a high-interest-rate environment.
Past
- Thu23Jul
Actual outcome: Bull · $334.24 at outcome
RenaissanceRe delivered a strong Q2 earnings beat, with operating EPS of $12.92 easily surpassing estimates of $11.44. The bottom-line outperformance was driven by higher investment income, lower expenses, and a strong combined ratio, which successfully offset weaker premiums and reassured investors about underwriting margins heading into hurricane season.
RNR's Q2 2026 print will reveal how well underwriting margins are holding up heading into the height of hurricane season.
- Wed11Feb
Actual outcome: Bear · $290.85 at outcome
The stock fell 4.6% following the event, hitting below the bear floor. Despite an EPS beat, the stock reacted negatively, likely due to concerns over guidance and potential margin pressures, which overshadowed the positive earnings report.
