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RenaissanceRe Holdings Earnings Calls
| Release date | Oct 28, 2025 |
| EPS estimate | $9.49 |
| EPS actual | $15.62 |
| EPS Surprise | 64.59% |
| Revenue estimate | 1.707B |
| Revenue actual | 3.186B |
| Revenue Surprise | 86.58% |
| Release date | Jul 23, 2025 |
| EPS estimate | $10.28 |
| EPS actual | $12.29 |
| EPS Surprise | 19.55% |
| Revenue estimate | 2.043B |
| Revenue actual | 3.13B |
| Revenue Surprise | 53.21% |
| Release date | Apr 23, 2025 |
| EPS estimate | -$1.17 |
| EPS actual | -$1.49 |
| EPS Surprise | -27.35% |
| Revenue estimate | 3.133B |
| Revenue actual | 3.453B |
| Revenue Surprise | 10.19% |
| Release date | Jan 28, 2025 |
| EPS estimate | $6.94 |
| EPS actual | $8.06 |
| EPS Surprise | 16.14% |
| Revenue estimate | 2.683B |
| Revenue actual | 2.279B |
| Revenue Surprise | -15.05% |
Last 4 Quarters for RenaissanceRe Holdings
Below you can see how RNR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jan 28, 2025 |
| Price on release | $259.06 |
| EPS estimate | $6.94 |
| EPS actual | $8.06 |
| EPS surprise | 16.14% |
| Date | Price |
|---|---|
| Jan 22, 2025 | $256.16 |
| Jan 23, 2025 | $251.97 |
| Jan 24, 2025 | $256.02 |
| Jan 27, 2025 | $263.22 |
| Jan 28, 2025 | $259.06 |
| Jan 29, 2025 | $236.89 |
| Jan 30, 2025 | $238.39 |
| Jan 31, 2025 | $232.58 |
| Feb 03, 2025 | $232.23 |
| 4 days before | 1.13% |
| 4 days after | -10.36% |
| On release day | -8.56% |
| Change in period | -9.34% |
| Release date | Apr 23, 2025 |
| Price on release | $239.96 |
| EPS estimate | -$1.17 |
| EPS actual | -$1.49 |
| EPS surprise | -27.35% |
| Date | Price |
|---|---|
| Apr 16, 2025 | $237.85 |
| Apr 17, 2025 | $240.65 |
| Apr 21, 2025 | $234.82 |
| Apr 22, 2025 | $243.50 |
| Apr 23, 2025 | $239.96 |
| Apr 24, 2025 | $227.94 |
| Apr 25, 2025 | $235.35 |
| Apr 28, 2025 | $237.89 |
| Apr 29, 2025 | $242.01 |
| 4 days before | 0.89% |
| 4 days after | 0.85% |
| On release day | -5.01% |
| Change in period | 1.75% |
| Release date | Jul 23, 2025 |
| Price on release | $237.25 |
| EPS estimate | $10.28 |
| EPS actual | $12.29 |
| EPS surprise | 19.55% |
| Date | Price |
|---|---|
| Jul 17, 2025 | $239.00 |
| Jul 18, 2025 | $235.96 |
| Jul 21, 2025 | $231.95 |
| Jul 22, 2025 | $237.13 |
| Jul 23, 2025 | $237.25 |
| Jul 24, 2025 | $239.00 |
| Jul 25, 2025 | $247.26 |
| Jul 28, 2025 | $245.32 |
| Jul 29, 2025 | $244.34 |
| 4 days before | -0.732% |
| 4 days after | 2.99% |
| On release day | 0.738% |
| Change in period | 2.23% |
| Release date | Oct 28, 2025 |
| Price on release | $231.59 |
| EPS estimate | $9.49 |
| EPS actual | $15.62 |
| EPS surprise | 64.59% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $242.56 |
| Oct 23, 2025 | $243.24 |
| Oct 24, 2025 | $243.44 |
| Oct 27, 2025 | $242.27 |
| Oct 28, 2025 | $231.59 |
| Oct 29, 2025 | $247.56 |
| Oct 30, 2025 | $254.36 |
| Oct 31, 2025 | $254.09 |
| Nov 03, 2025 | $255.99 |
| 4 days before | -4.52% |
| 4 days after | 10.54% |
| On release day | 6.90% |
| Change in period | 5.54% |
RenaissanceRe Holdings Earnings Call Transcript Summary of Q3 2025
RenaissanceRe reported a strong Q3 2025: operating income of $734 million, operating ROE of 28% for the quarter (17% year-to-date), and operating EPS of $15.62. Tangible book value per share plus dividends rose ~10% in the quarter and ~22% year-to-date. The company attributes sustained outperformance to five drivers: a larger, high‑margin property catastrophe portfolio, disciplined underwriting (low combined ratios in property CAT and other property), substantially higher capital partner fees, increased retained investment income, and active capital returns. Management expects some rate pressure at the Jan 1, 2026 renewals (baseline expectation ~10% rate decline in property CAT) but believes rate adequacy and strong terms/conditions will preserve attractive returns. They will prioritize margin over top-line growth, continue to deploy third‑party capital via fee-generating vehicles, maintain investment allocations (including gold exposure), and persist with share repurchases—having returned roughly $1 billion YTD and repurchased over $300 million during the wind season. Hurricane Melissa exposure is small and too early to quantify. Overall message to investors: a resilient, less volatile earnings base driven by underwriting discipline, diversified fee and investment income, and active capital deployment (buybacks) with continued optimism for delivering high returns despite modest renewal headwinds.
