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RenaissanceRe Holdings Ltd.

NYSE•RNR
CEO: Mr. Kevin Joseph O'Donnell
板块: Financial Services
行业: Insurance - Reinsurance
上市日期: 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.
联系方式
Renaissance House, 12 Crow Lane, Pembroke, HM 19, Bermuda
441-296-4513
www.renre.com
市值
$13.09B
市盈率 (TTM)
5.0
7.5
股息率
0.5%
52周最高
$315.88
52周最低
$219.00
52周范围
84%
排名25Top 11.9%
5.6
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
一般 • 5.6 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025

财务仪表盘

Q4 2025 数据

营业收入

$2.92B+30.46%
近4季度走势

每股收益

$16.75-532.39%
近4季度走势

自由现金流

$482.98M+0.00%
近4季度走势

2025 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (TTM)

RGA stock ticker logoRGA
$23.41B
+6.2%
EG stock ticker logoEG
$17.32B
+1.4%
CNA stock ticker logoCNA
$14.71B
+5.1%

毛利率 (最新季度)

WF stock ticker logoWF
100.0%
+57.5pp
RNR stock ticker logoRNR
67.5%
+3.7pp
AFG stock ticker logoAFG
48.6%
+1.6pp

关键指标

股票代码
市值
市盈率 (TTM)
净资产收益率 (TTM)
负债率
WF$17.34B8.19.2%0.0%
EG$14.03B8.710.6%5.7%
RGA$13.85B11.89.5%3.6%

长期趋势

近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
-5.4%
增长承压
4季度净利润复合增长率
64.8%
盈利能力强劲提升
现金流稳定性
100%
现金流表现优异

深度研究

下次财报:2026年4月21日
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