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    A Look At RenaissanceRe Holdings (RNR) Valuation After Recent Share Price Volatility

    Simply Wall St·01/05/2026 19:15:56
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    RenaissanceRe Holdings (NYSE:RNR) is back on investors’ radar after recent share price moves, with the stock closing at US$272.24. That puts its 1 year total return at 10.2% and its past 3 months performance at 2.0%.

    See our latest analysis for RenaissanceRe Holdings.

    Recent trading has been a bit choppy, with a 1 day share price return of 3.17% decline and a 7 day share price return of 4.09% decline. That sits against a 1 year total shareholder return of 10.2% and a 5 year total shareholder return of 69.39%, suggesting shorter term momentum has cooled while longer term holders have still seen meaningful gains.

    If this kind of move has you reassessing your portfolio, it could be a good moment to broaden your search and check out aerospace and defense stocks as another hunting ground for ideas.

    With RenaissanceRe trading at US$272.24 and sitting roughly 6.9% below the average analyst price target, plus an internal model suggesting a larger intrinsic discount, you have to ask: is there real value here, or is the market already baking in future growth?

    Most Popular Narrative: 5.9% Undervalued

    RenaissanceRe's most followed narrative points to a fair value of roughly US$289, a touch above the last close at US$272.24, and builds that view off detailed assumptions about earnings, margins and required returns.

    The analysts have a consensus price target of $280.615 for RenaissanceRe Holdings based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $422.0, and the most bearish reporting a price target of just $237.0.

    Read the complete narrative.

    Want to see what justifies a higher fair value even with revenue and earnings expected to shrink, and margins nudged lower over time? The key is how much earnings power is assumed to persist, what happens to profit margins, and the specific P/E multiple used several years out. Curious how those moving parts fit together to back into that valuation gap? Read on and see the full set of assumptions laid out in one place.

    Result: Fair Value of $289.43 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, this hinges on catastrophe losses staying manageable and reinsurance pricing not softening faster than expected. Both factors could quickly challenge the current valuation story.

    Find out about the key risks to this RenaissanceRe Holdings narrative.

    Build Your Own RenaissanceRe Holdings Narrative

    If you look at the numbers and reach a different conclusion, or simply prefer to test your own assumptions, you can build a fresh view in just a few minutes with Do it your way

    A great starting point for your RenaissanceRe Holdings research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.

    Looking for more investment ideas?

    If you are reassessing RenaissanceRe today, do not stop at one ticker. Broaden your watchlist with a few focused stock hunts that match your style.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.