RNR

MKT CAP:$13B

RenaissanceRe Holdings Ltd.

Market Cap

$13B

Financial Services·Insurance - Reinsurance·🇧🇲 Bermuda·NYSE

Financials·Insurance·🇧🇲·NYSE

Stock Price

$308.40+$36.16 (+13.28%)

Apr 22, 2026

Company Details

RenaissanceRe Holdings Ltd. provides reinsurance and insurance products in the United States and internationally. The company operates through Property, and Casualty and Specialty segments. The Property segment writes property catastrophe e...

CEO

Kevin Joseph O'Donnell

IPO Date

Jul 27, 1995

Website

www.renre.com

Key Metrics TTM

Revenue

$7.4B

— YoY

Net Income

$1.5B

EPS (Diluted)

$37.42

Free Cash Flow

$2.8B

Revenue / Share

$165.86

Gross Margin

42.3%

Operating Margin

29.3%

Net Margin

19.6%

FCF Margin

37.0%

P/S

1.8x

P/E

9.2x

Earnings Reports

Q1 2026

Apr 28, 2026

PENDING

Q4 2025

Feb 11, 2026

$2.9BEPS $16.75

Q4 2022

Feb 8, 2023

$2.0BEPS $16.16

Q4 2020

Feb 5, 2021

$1.4B+27.1%EPS $3.74

Q4 2019

Feb 7, 2020

$1.1BEPS $0.77

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q4 19	$1.1B	$129M	$37M
Q4 20	$1.4B	$258M	$182M
Q4 22	$2.0B	$786M	$699M
Q4 25	$2.9B	$2.0B	$1.3B

Valuation

Quarter	P/S	P/E
Q4 19	—	—
Q4 20	—	—
Q4 22	—	—
Q4 25	1.8x	9.2x

Operating Cash Flow

Quarter	Operating CF	Free CF
Q4 19	$873M	$873M
Q4 20	$663M	$663M
Q4 22	$733M	$733M
Q4 25	$483M	$483M

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q4 19	$41M	3.8%
Q4 20	$44M	3.1%
Q4 22	$45M	2.2%
Q4 25	$0	0.0%

OpEx Breakdown

Quarter	G&A
Q4 19	$82M
Q4 20	$62M
Q4 22	$83M
Q4 25	$703M

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 22	$1.6B	$4.7B	$6.2B
Q2 22	$1.4B	$4.4B	$5.8B
Q3 22	$1.2B	$4.9B	$6.1B
Q4 22	$1.2B	$4.7B	$5.9B
Q1 23	$1.1B	$5.2B	$6.2B
Q2 23	$944M	$6.4B	$7.3B
Q3 23	$1.2B	$6.5B	$7.7B
Q4 23	$1.9B	$4.6B	$6.5B
Q1 24	$1.6B	$4.6B	$6.2B
Q2 24	$1.6B	$4.4B	$6.0B
Q3 24	$1.6B	$4.3B	$5.9B
Q4 24	$1.7B	$4.5B	$6.2B
Q1 25	$1.6B	$5.1B	$6.7B
Q2 25	$1.4B	$5.7B	$7.1B
Q3 25	$1.7B	$6.0B	$7.7B
Q4 25	$1.7B	$31.2B	$33.0B

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q4 19	44M	—	—
Q4 20	50M	+15.1%	—
Q4 22	43M	-14.4%	—
Q4 25	45M	+4.6%	—

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q4 19	$2M	566
Q4 20	$2M	604
Q4 22	$3M	718
Q4 25	$3M	1K

Revenue / Employee