NYSE: RNR · Reinsurance
RenaissanceRe Holdings (RNR) fair value and price range
As of 31 Oct 2026, Faircurve's model values RenaissanceRe Holdings (RNR) at $387.89 a share. The stock last closed at $354.23, which puts the model's fair value 9.5% above the price. The model grades the evidence behind this valuation as low, so no verdict is shown. For banks, insurers and mortgage real estate investment trusts (REITs) the grade looks at how many comparable companies there are and how closely they agree, how wide the range of outcomes is, and whether the model's valuation methods agree with each other. It does not say how likely the fair value is to be right.
Revalued . Price is the close of 5 Nov 2026. RenaissanceRe Holdings Ltd.
The report adds the live price, the chart against the range the options market prices, the next earnings date and the analysts' consensus. No account needed.
This week, in three parts
What happenedThe run of 31 Oct 2026 moved the fair value from $462.67 to $387.89 (-16.2%). The model does not yet explain moves on this valuation method.
What the model makes of itThe price of $354.23 is 9.5% below it. The model grades the evidence behind this valuation as low, so no verdict is shown. For banks, insurers and mortgage real estate investment trusts (REITs) the grade looks at how many comparable companies there are and how closely they agree, how wide the range of outcomes is, and whether the model's valuation methods agree with each other. It does not say how likely the fair value is to be right.
What's nextNext report on 2 Feb 2027. Options prices imply a move of about 7% either way over the next month. The next weekly run is on Saturday 7 Nov 2026.
What price range does the model give RNR?
The calibrated range for RNR over 63 trading days is $328.30 to $388.90. It sits around the last close, and its width comes from the volatility that RNR's own options imply (26% a year), calibrated weekly against realised prices (n = 6,661 past valuations, refreshed 31 Oct 2026). Ranges built this way held the price 60% of the time at this horizon. The fair value is the model's opinion and rides beside the range. It is not the centre of it.
The model's own simulated range, from the 20th to the 80th percentile of its runs, is $301.05 to $490.45. In 68% of the simulations the fair value came out above the price the model ran on.
Faircurve Insights · 31 Oct 2026
RenaissanceRe Holdings Ltd. (RNR) provides reinsurance and insurance products in the United States and internationally. The company operates through Property, and Casualty and Specialty segments.
The model's fair value is $387.89 a share, the midpoint of 2,000 simulations, as at 31 Oct 2026. The previous run, on 24 Oct 2026, gave $462.67, so the fair value moved -16.2%. The model does not yet explain moves on this valuation method. The calibrated range over 63 trading days is $323.76 to $377.47. Ranges built this way held the price 60% of the time at this horizon. The model grades the evidence as low, so no verdict is shown. The grade does not say whether the fair value is right.
No quality score is available for the business in this run. Faircurve's model compares it with TransUnion (TRU) and Equitable Holdings, Inc. (EQH), which each have a fair value on the site. Six other comparable companies have no verdict on this date: Everest Group, Ltd. (EG), Reinsurance Group of America, Incorporated (RGA), SiriusPoint Ltd. (SPNT), The Carlyle Group Inc. (CG), Unum Group (UNM) and Assurant, Inc. (AIZ).
Written from the figures on this page for the 31 Oct 2026 valuation and checked by rule before publishing: every number is one printed here, no forecast, no instruction. The price, the gap and the verdict are the page's own and change daily. Not a recommendation.
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When does RNR report earnings, and how has the stock reacted?
RenaissanceRe Holdings's next earnings report is scheduled for 2 Feb 2027. Companies can move their dates.
Options prices on 5 Nov 2026 imply a move of about 4.5% in either direction through the nearest expiry, about 14 days out. That is the size the market is pricing, not a direction. RNR's 30 day implied volatility works out to about 7.4% over one month.
On 2 Nov 2026 RNR moved 3.4% in one session, against the 1.6% a day that options had priced: 2.2 times the implied size, around an earnings report.
Around its last 8 reports: what the options market priced, and what followed
Each move runs from the last close before the report to the first close after it, so it covers companies that report before the open and after the close. The median size across RNR's last 8 reports, ignoring direction, was 2.3%.
What the options market has priced for a month's move in RNR
How does RNR compare with similar companies?
The companies in reinsurance closest to RenaissanceRe Holdings in market value, each on the same model and the same date.
| Company | Last close | Model fair value | Gap | Model verdict |
|---|---|---|---|---|
| EG Everest Group, Ltd. | $417.79 | $499.61 | +19.6% | Low evidence grade |
| RGA Reinsurance Group of America, Incorporated | $261.96 | $204.67 | -21.9% | Low evidence grade |
| SPNT SiriusPoint Ltd. | $26.27 | $20.37 | -22.5% | Low evidence grade |
| CG The Carlyle Group Inc. | $39.96 | $33.13 | -17.1% | Low evidence grade |
| UNM Unum Group | $73.95 | $86.57 | +17.1% | Low evidence grade |
| AIZ Assurant, Inc. | $306.87 | $223.66 | -27.1% | Low evidence grade |
| TRU TransUnion | $82.91 | $88.00 | +6.1% | Fairly valued |
| EQH Equitable Holdings, Inc. | $52.91 | $63.09 | +19.2% | Undervalued |
RenaissanceRe Holdings at a glance
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.
- Market value
- $13.9B
- Sector
- Financial Services
- Industry
- Reinsurance
- Consensus revenue growth, next fiscal year
- -36.0%
- Analysts with estimates
- 7
- Beta to the US market
- -0.52
- First valued by Faircurve
- 11 Jul 2026
How the fair value is worked out: the model prices RenaissanceRe Holdings on the share price against the net assets on the balance sheet, adjusted for the earnings analysts expect (price to book value), runs 2,000 simulations across its inputs and takes the midpoint. The full method is documented here.
What changed in the latest valuation?
On 24 Oct 2026 the model's fair value for RNR was $462.67. As of 31 Oct 2026 it is $387.89, a change of -16.2%. The model does not yet explain moves on this valuation method. The model revalues every stock it covers each week, and again after an earnings report.
Questions about RenaissanceRe Holdings's valuation
Is RenaissanceRe Holdings stock undervalued or overvalued?
Faircurve's model puts RNR's fair value at $387.89 a share against a last close of $354.23, as of 31 Oct 2026. The model grades the evidence behind this valuation as low, so no verdict is shown. For banks, insurers and mortgage real estate investment trusts (REITs) the grade looks at how many comparable companies there are and how closely they agree, how wide the range of outcomes is, and whether the model's valuation methods agree with each other. It does not say how likely the fair value is to be right.
What is RNR's fair value?
$387.89 a share as of 31 Oct 2026, the midpoint of 2,000 simulations. The model's own 20th to 80th percentile range is $301.05 to $490.45.
What price range does the model give RNR?
$328.30 to $388.90 over 63 trading days. Ranges built this way held the price 60% of the time across 6,661 past valuations, refreshed 31 Oct 2026.
When does RenaissanceRe Holdings report earnings next?
The next report is scheduled for 2 Feb 2027. Companies can move their dates.
How much has RNR moved on past earnings reports?
Across its last 8 reports the median two session move was 2.3%, ignoring direction. The largest was -10.0% around the report of 28 Jan 2025.
How confident is the model in this valuation?
The model's evidence grade for RNR is low. For banks, insurers and mortgage real estate investment trusts (REITs) the grade looks at how many comparable companies there are and how closely they agree, how wide the range of outcomes is, and whether the model's valuation methods agree with each other. It is not a probability that the fair value is right, or that the price reaches it.
The model's own ideas on RNR
The model holds no idea open on RNR today. Signed-in readers see the rule each idea runs on, the floor and the exit level the model set and its time limit, and the model's closed ideas on RNR with their outcomes. A free account is enough.