What To Expect From RenaissanceRe's (RNR) Q4 Earnings

Reinsurance provider RenaissanceRe (NYSE:RNR) will be reporting results this Tuesday after market close. Here’s what investors should know.

RenaissanceRe beat analysts’ revenue expectations by 9.7% last quarter, reporting revenues of $3.20 billion, down 19.5% year on year. It was a stunning quarter for the company, with a beat of analysts’ EPS estimates and a solid beat of analysts’ revenue estimates.

Is RenaissanceRe a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting RenaissanceRe’s revenue to grow 27.8% year on year to $2.93 billion, a reversal from the 29.2% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $10.41 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. RenaissanceRe has missed Wall Street’s revenue estimates three times over the last two years.

Looking at RenaissanceRe’s peers in the insurance segment, some have already reported their Q4 results, giving us a hint as to what we can expect. AXIS Capital delivered year-on-year revenue growth of 8.9%, beating analysts’ expectations by 1.8%, and Hartford reported revenues up 6.7%, topping estimates by 49.9%. AXIS Capital’s stock price was unchanged after the resultswhile Hartford was up 2%.

Read our full analysis of AXIS Capital’s results here and Hartford’s results here.

The outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. While some of the insurance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.3% on average over the last month. RenaissanceRe is up 1.5% during the same time and is heading into earnings with an average analyst price target of $301.87 (compared to the current share price of $281.59).

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