RenaissanceRe Holdings Ltd. Common Stock (RNR)

RenaissanceRe’s third quarter was characterized by a sharp decline in sales but a substantial outperformance on both revenue and non-GAAP earnings relative to Wall Street expectations, which prompted a significant positive market reaction. Management attributed the results to disciplined underwriting, a continued focus on property catastrophe (CAT) risk selection, and robust growth in fee and investment income. CEO Kevin O’Donnell emphasized that the company’s ability to “preserve underwriting margin” and generate stable, recurring returns from capital partner fees and investment activities helped mitigate the impact of lower top-line growth. O’Donnell highlighted that “our strong earnings engine... will continue to generate enduring value for our shareholders in the fourth quarter and beyond.”

Fidelis Insurance Group (NYSE: FIHL), a prominent global specialty insurer, has announced its latest quarterly cash dividend of $0.15 per common share, payable on December 23, 2025, to shareholders of record as of December 10, 2025. This declaration, made on November 3, 2025, marks a significant move in the

Reinsurance provider RenaissanceRe (NYSE:RNR) beat Wall Street’s revenue expectations in Q3 CY2025, but sales fell by 19.5% year on year to $3.20 billion. Its non-GAAP profit of $15.62 per share was 64.4% above analysts’ consensus estimates.

Shares of reinsurance provider RenaissanceRe (NYSE:RNR) jumped 8.2% in the afternoon session after the company reported third-quarter 2025 results that easily surpassed Wall Street's profit forecasts. The reinsurance provider posted adjusted earnings of $15.62 per share, a significant 64.4% beat compared to analysts' average estimate of $9.50 per share. This strong performance was supported by a combined ratio of 68.4%, which was much better than the 81% Wall Street had anticipated. A combined ratio below 100% indicates an underwriting profit, so a lower number is better. In addition, the company's revenue of $3.2 billion, while down year on year, came in 9.7% ahead of consensus expectations.

Reinsurance provider RenaissanceRe (NYSE:RNR) reported Q3 CY2025 results topping the market’s revenue expectations, but sales fell by 19.5% year on year to $3.2 billion. Its non-GAAP profit of $15.62 per share was 64.4% above analysts’ consensus estimates.

Reinsurance provider RenaissanceRe (NYSE:RNR) will be reporting earnings this Tuesday after the bell. Here’s what investors should know.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at RenaissanceRe (NYSE:RNR) and the best and worst performers in the reinsurance industry.

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

Shares of reinsurance provider RenaissanceRe (NYSE:RNR) fell 3.4% in the afternoon session after Wolfe Research initiated coverage on the stock with a 'Peer Perform' rating amid broader sector weakness. 

Let’s dig into the relative performance of Hamilton Insurance Group (NYSE:HG) and its peers as we unravel the now-completed Q2 reinsurance earnings season.

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.

Since February 2025, RenaissanceRe has been in a holding pattern, posting a small return of 2.6% while floating around $240.

Reinsurance provider RenaissanceRe (NYSE:RNR) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 13.4% year on year to $3.21 billion. Its non-GAAP profit of $12.29 per share was 25.7% above analysts’ consensus estimates.

Reinsurance provider RenaissanceRe (NYSE:RNR) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 13.4% year on year to $3.21 billion. Its GAAP profit of $17.20 per share was 51% above analysts’ consensus estimates.