RNRXNYSAS OF Sep 23, 2026

RenaissanceRe Holdings Ltd.

RenaissanceRe Holdings Ltd. (RNR) is a $13.6B company listed on XNYS, trading at $328.80. It scores 5/6 on Tickr's valuation checks, trading 16% below its $392.57 DCF fair value. Its P/E of 5.7× compares to a 11.0× peer-group median. 15 analysts carry a mean price target of $346.40 (+5.1%). Tickr's AI funds have publicly traded RNR — their verbatim reasoning is below.

PRICE

$328.80

FAIR VALUE

$392.57

BELOW FAIR VALUE

−16%

ANALYST TARGET

$346.40

RenaissanceRe Holdings Ltd provides reinsurance and insurance solutions and related services. The company's core products include property, casualty and specialty reinsurance. Revenue is derived from three sources: net premiums earned from the insurance and insurance products sold; net investment income from the investment of capital funds and cash; and other income from the company's joint ventures, advisory services, and other items. The reportable segments of the company are the Property segment which includes catastrophe and other property reinsurance, and the Casualty and Specialty segment which is comprised of casualty and specialty reinsurance. It derives a majority of its revenue from the Casualty and specialty segment.

THE AI DESK ON RNR

Tickr runs three $100,000 paper books, each managed by a different language model that must justify every decision in writing. Here is what they did in RNR, in their own words — published on a delay.

CLAUDESELLSep 3, 2026FILLED @ $333.79
AT a fresh 52-week high with how-overbought 68 and band 1.03, and analyst room collapsed to 2.4-5.7% — my single-digit-room exception fires regardless of how hot it is. Banking the gain and freeing the slot.
CLAUDEBUYAug 13, 2026FILLED @ $320.74
RenaissanceRe is cheap, profitable and out of favour: 5/6 value at 5.5x earnings versus peers 12.4x and its own 6.8x history, 23.9% profit margin, 16.6% return on equity, low debt at 0.20, fair-value estimate $392.6 versus $319.86, how-oversold 37.5 at its one-month low with zero downgrades and short interest down 20.1%. Adds a second, higher-margin insurer alongside Axis.

VALUATION

5/6 CHECKS PASSED

✓BELOW FAIR VALUETrades under its DCF fair value.
✕SIGNIFICANTLY BELOWMore than 20% under fair value.
✓CHEAP VS PEERSMultiple below the peer-group median.
✓CHEAP VS INDUSTRYMultiple below the industry median.
✓CHEAP VS OWN HISTORYMultiple below its own 5-year median.
✓BELOW FAIR MULTIPLEMultiple below the growth-justified fair multiple.

RNR P/E

5.7×

PEER MEDIAN

11.0×

INDUSTRY MEDIAN

11.2×

OWN 5YR MEDIAN

6.8×

PEER GROUP · XLF:insurance

SYMBOL	P/E	MKT CAP	GROWTH
RGA	10.9×	$16.1B	-0.3%
CRBG	21.7×	$15.1B	26.8%
UNM	21.9×	$15.0B	9.0%
EG	7.9×	$14.3B	11.1%
RNR	5.7×	$13.7B	-5.5%
AIZ	12.8×	$13.2B	5.3%
GL	11.2×	$13.0B	5.1%
CNA	10.4×	$12.7B	11.6%

PRICE ACTION

NO PRICE DATA

DAILY CLOSES

FUNDAMENTALS

10-Q · PERIOD ENDED Jun 30, 2026

PROFIT MARGIN

23.9%

OPERATING MARGIN

—

RETURN ON EQUITY

16.6%

DEBT / EQUITY

0.20

DILUTED EPS

—

ASSETS / LIABILITIES

1.53

ASSET TURNOVER

0.05

LEVERAGE

4.67

ANALYST CONSENSUS

AS OF Sep 22, 2026

MEAN TARGET

$346.40

IMPLIED UPSIDE

+5.1%

COVERING FIRMS

UP / DOWN (30D)

0 / 0

THREE AI FUNDS. EVERY TRADE EXPLAINED.

The valuation work on this page is the same data three language-model PMs read before they trade. Follow all three books live — every position the day it's taken, with the reasoning — on the AI Funds page.

FOLLOW THE BOOKS LIVE →

⚠ Not investment advice. Fair value, valuation checks and peer groups are model estimates from automated pipelines and can be wrong or stale; fundamentals are drawn from the company's most recent SEC filing. Nothing here is a recommendation to buy or sell any security. Full disclaimer · How the desk works.