Equity Profile

RNR

RenaissanceRe Holdings Ltd.

FinancialsReinsurance$12.6B

Apr28Tue

Post-Earnings Recap

ReportedQ1-2026After Close4:15 PM EDT

RenaissanceRe Holdings Beats on EPS, Stock Down 0.12%

Metric	Actual	Expected	Surprise
EPS	$13.75	$11.24	+24.23%
Revenue	N/A	$3.0B	N/A

management commentary, guidance changes, and full analysis available with Pro.

RenaissanceRe Holdings Beats on EPS, Stock Down 0.12%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$13.75	$11.24	+24.23%
Revenue	N/A	$3.0B	N/A

Management Commentary

Tone: Cautiously Optimistic

Management expressed confidence in their risk management approach, which contributed to the better-than-expected EPS. However, they acknowledged ongoing market challenges.

The strong EPS performance reflects our effective risk management strategies.

We remain focused on navigating the current market conditions.

What It Means

RenaissanceRe's strong EPS performance indicates effective management and operational efficiency, which is a positive sign for investors. However, the stock saw a slight decline of 0.12%, suggesting that investors may be cautious about the lack of revenue details and forward guidance. The market's reaction reflects uncertainty about future performance amid current market conditions.

Company Snapshot

RenaissanceRe Holdings Ltd. (RNR) is a key player in the reinsurance sector, providing coverage against various risks for insurance companies....

Key Metrics to Watch

EPS

Earnings per share (EPS) is a critical measure of profitability and helps investors gauge the company's financial health.

$11.24

Revenue

Revenue figures provide insight into the company's ability to generate sales and grow its business.

$3.0B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

RenaissanceRe Holdings Ltd. (RNR) is a key player in the reinsurance sector, providing coverage against various risks for insurance companies. With a market cap of $13 billion, it plays an important role in the financial sector, particularly as global economic conditions and climate-related events continue to impact the insurance landscape.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

-23.20%

Avg Stock Reaction

-0.54%

Last Quarter Recap

In Q4-2025, RenaissanceRe reported an EPS of $13.34, significantly beating expectations by 25.97%. The stock saw a slight increase of 0.51% the following day, reflecting positive market sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about RenaissanceRe's upcoming earnings, with expectations for strong EPS and revenue growth. The company has a history of beating EPS estimates, which could bolster investor confidence.

Bull Case

If RenaissanceRe exceeds the consensus EPS of $11.24, it could signal robust operational performance and attract more investors, potentially driving the stock higher.

Bear Case

Conversely, if the company falls short of expectations, especially after a strong prior quarter, it may lead to a negative market reaction, reflecting concerns about future profitability.

Key Metrics to Watch

EPS

$11.24

Earnings per share (EPS) is a critical measure of profitability and helps investors gauge the company's financial health.

Revenue

$3.0B

Revenue figures provide insight into the company's ability to generate sales and grow its business.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $11.24?

A strong EPS figure would reinforce confidence in the company's financial health and growth potential.

What insights can management provide about revenue growth trends?

Understanding revenue growth will be crucial for assessing the company's ability to navigate market challenges and capitalize on opportunities.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating RenaissanceRe's ability to sustain high EPS growth due to its strong market position and favorable pricing environment.

Supporting Evidence

The company has consistently beaten EPS estimates, suggesting a trend of strong performance.

Options pricing indicates a larger expected move than historical averages, suggesting heightened investor interest.

The recent strong performance in the reinsurance sector may not be fully reflected in current consensus estimates.

Key Risk

If EPS comes in below $10.00, it could undermine the bullish sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is focused on whether RenaissanceRe can maintain its strong performance from the previous quarter amidst changing market conditions.

Bull Confirmed If

An EPS of $12.00 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $10.00 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±5.84%

Historical Avg

±1.6%

Pricing rich

The options market is pricing in a significant move around the earnings report, suggesting that investors are anticipating volatility.

Options price a 5.84% move but the stock has averaged only 1.6% over the last 8 quarters — setup is rich.

Detail

ATM IV

0.3%

30d HV

14.8%

Calls (1K)P/C Ratio: 0.64Puts (700)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Financials

n=30

Fade rate: X of Y (Z%)

This setup has occurred 30 times across Financials in the last 2 years. The average absolute 1-day move is 1.6%, with a raw directional average of +0.5% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If RenaissanceRe beats expectations, history suggests the stock could see a modest increase of around 0.51%, confirming positive investor sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance from management.

Miss

A miss could lead to a decline of approximately 1.45%, reflecting disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on pricing trends in the reinsurance market.
2Updates on claims experience and how it may impact profitability.
3Insights into new business opportunities or partnerships.
4Management's outlook on economic conditions and their potential impact on operations.
5Discussion of any changes in regulatory environment affecting the industry.

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Company Snapshot

RenaissanceRe Holdings Ltd. (RNR) is a key player in the reinsurance sector, providing coverage against various risks for insurance companies....

Key Metrics to Watch

EPS

Earnings per share (EPS) is a critical measure of profitability and helps investors gauge the company's financial health.

$11.24

Revenue

Revenue figures provide insight into the company's ability to generate sales and grow its business.

$3.0B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

-23.20%

Avg Stock Reaction

-0.54%

Last Quarter Recap

In Q4-2025, RenaissanceRe reported an EPS of $13.34, significantly beating expectations by 25.97%. The stock saw a slight increase of 0.51% the following day, reflecting positive market sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If RenaissanceRe exceeds the consensus EPS of $11.24, it could signal robust operational performance and attract more investors, potentially driving the stock higher.

Bear Case

Conversely, if the company falls short of expectations, especially after a strong prior quarter, it may lead to a negative market reaction, reflecting concerns about future profitability.

Key Metrics to Watch

EPS

$11.24

Earnings per share (EPS) is a critical measure of profitability and helps investors gauge the company's financial health.

Revenue

$3.0B

Revenue figures provide insight into the company's ability to generate sales and grow its business.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $11.24?

A strong EPS figure would reinforce confidence in the company's financial health and growth potential.

What insights can management provide about revenue growth trends?

Understanding revenue growth will be crucial for assessing the company's ability to navigate market challenges and capitalize on opportunities.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating RenaissanceRe's ability to sustain high EPS growth due to its strong market position and favorable pricing environment.

Supporting Evidence

The company has consistently beaten EPS estimates, suggesting a trend of strong performance.

Options pricing indicates a larger expected move than historical averages, suggesting heightened investor interest.

The recent strong performance in the reinsurance sector may not be fully reflected in current consensus estimates.

Key Risk

If EPS comes in below $10.00, it could undermine the bullish sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is focused on whether RenaissanceRe can maintain its strong performance from the previous quarter amidst changing market conditions.

Bull Confirmed If

An EPS of $12.00 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $10.00 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±5.84%

Historical Avg

±1.6%

Pricing rich

The options market is pricing in a significant move around the earnings report, suggesting that investors are anticipating volatility.

Options price a 5.84% move but the stock has averaged only 1.6% over the last 8 quarters — setup is rich.

Detail

ATM IV

0.3%

30d HV

14.8%

Calls (1K)P/C Ratio: 0.64Puts (700)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Financials

n=30

Fade rate: X of Y (Z%)

This setup has occurred 30 times across Financials in the last 2 years. The average absolute 1-day move is 1.6%, with a raw directional average of +0.5% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If RenaissanceRe beats expectations, history suggests the stock could see a modest increase of around 0.51%, confirming positive investor sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance from management.

Miss

A miss could lead to a decline of approximately 1.45%, reflecting disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on pricing trends in the reinsurance market.
2Updates on claims experience and how it may impact profitability.
3Insights into new business opportunities or partnerships.
4Management's outlook on economic conditions and their potential impact on operations.
5Discussion of any changes in regulatory environment affecting the industry.