RenaissanceRe Holdings Ltd.
NYSE•RNR
CEO: Mr. Kevin Joseph O'Donnell
セクター: Financial Services
業種: Insurance - Reinsurance
上場日: 1995-07-27
RenaissanceRe Holdings Ltd., together with its subsidiaries, 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 excess of loss reinsurance and excess of loss reinsurance to insure insurance and reinsurance companies against natural and man-made catastrophes, including hurricanes, earthquakes, typhoons, and tsunamis, as well as winter storms, freezes, floods, fires, windstorms, tornadoes, explosions, and acts of terrorism; and other property class of products, such as proportional reinsurance, property per risk, property reinsurance, binding facilities, and regional U.S. multi-line reinsurance. The Casualty and Specialty segment writes various classes of products, such as directors and officers, medical malpractice, and professional indemnity; automobile and employer's liability, casualty clash, umbrella or excess casualty, workers' compensation, and general liability; financial and mortgage guaranty, political risk, surety, and trade credit; and accident and health, agriculture, aviation, cyber, energy, marine, satellite, and terrorism. It distributes products and services primarily through intermediaries. The company invests in and manages funds. RenaissanceRe Holdings Ltd. was founded in 1993 and is headquartered in Pembroke, Bermuda.
連絡先情報
時価総額
$13.09B
PER (TTM)
5.0
7.5
配当利回り
0.5%
52週高値
$315.88
52週安値
$219.00
52週レンジ
順位25Top 11.9%
5.6
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.6 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$2.92B+30.46%
直近4四半期の推移
EPS
$16.75-532.39%
直近4四半期の推移
フリーCF
$482.98M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Shareholder Net Income Jumps Net income available to common shareholders reached $2.65B, marking an $812.0M increase over 2024 results.
Investment Results Surge Total investment result increased $1.28B, driven by $1.18B in net realized and unrealized investment gains.
Strong Book Value Per Share Book value per common share increased $51.23 to $247.00, reflecting 26.2% year-to-date growth.
Underwriting Income Decreased Underwriting income fell $352.3M to $1.27B, impacted by $1.41B net negative impact from 2025 Large Loss Events.
リスク要因
Casualty Underwriting Loss Casualty and Specialty segment reported $263.3M underwriting loss, a $237.9M deterioration from prior year results.
Catastrophe Event Volatility Substantial exposure to natural and non-natural catastrophes causes significant variance and volatility in financial results.
Increased Tax Burden Income tax expense increased $363.7M due to Bermuda Corporate Income Tax (CIT) effective January 1, 2025.
Reliance on Top Brokers Top three brokers accounted for 81.3% of gross premiums written, posing concentration risk to business volume.
見通し
Prioritizing Margin Over Growth Intend to prioritize margin over top-line growth in 2026, maintaining disciplined approach across operations.
Enhance Underwriting Systems Continuing to enhance technology infrastructure and underwriting systems to leverage future opportunities, including AI.
Favorable Market Remains Remain confident in rate adequacy; market remains favorable relative to dynamics over the past 15 years.
Execute Gross-to-Net Strategy Continue executing gross-to-net strategy while maintaining strong capital position for deploying capital opportunistically.
同業比較
売上高 (TTM)
$23.41B
$17.32B
$14.71B
粗利益率 (最新四半期)
100.0%
67.5%
48.6%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| WF | $17.34B | 8.1 | 9.2% | 0.0% |
| EG | $14.03B | 8.7 | 10.6% | 5.7% |
| RGA | $13.85B | 11.8 | 9.5% | 3.6% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-5.4%
成長鈍化
4四半期純利益CAGR
64.8%
収益性の大幅な改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年4月21日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし