Should I buy RenaissanceRe (RNR) stock or is it too late?
⭐ The most reliable of them, either direction: RBC Capital — 72% of its targets hit on this sector (176 calls tested). It aims for $365 (+7.1 %), call made on September 23, 2026, maturing on September 23, 2027 (21 d ago).
Firm-by-firm track record on RenaissanceRe
| Firm | % right | Gain vs sector | Calls | Aims for |
|---|---|---|---|---|
| Citigroup | 83 % | +19.1 % | 18 | $345 +1% |
| Keefe, Bruyette & Woods | 100 % | +16.2 % | 8 | $350 +3% |
| Wells Fargo | 78 % | +11.4 % | 18 | $319 -6% |
| B of A Securities | 57 % | +3.7 % | 7 | $438 +29% |
| Barclays | 56 % | -2.2 % | 9 | $341 +0% |
| Evercore ISI Group | 20 % | -10.9 % | 5 | $330 -3% |
| Deutsche Bank | 29 % | -1.5 % | 7 | — |
✅ Reasons to believe
- Few solid positives from analysts right now: of 13 ratings, only 3 buys, and the median price target ($345) is barely above the price (+1%, at $341). Caution prevails.
⚠️ Reasons to hesitate
- Even the most reliable firm on RNR, Morgan Stanley (100% hit rate, 3 scored calls), only targets $320 (call made on July 6, 2026, maturing on July 6, 2027) (-6%) in its most recent call, and $290 (call made on November 17, 2025, maturing on November 17, 2026) (-15%) in the one coming due soonest. The stock may already have run past its target.
- The consensus is not unanimous: of 13 ratings, 10 are neutral.
- Limited upside: the median target is only +1% from the current price.
- A 12-month target is not a guaranteed path: the price can fall in the meantime.
- Negligible dividend (0.4% yield): your return depends mostly on price appreciation.
The analyst consensus on RNR
Median target $345 (+1%) · 13 ratings · Hold consensus
⚠️ Information, not investment advice. Past performance does not guarantee future results. Analyst targets on a ~12-month horizon.
Frequently asked questions
Should you invest in RenaissanceRe now?
We won't decide for you. The facts: 23% of analysts rate it a buy, median target $345 (+1%), and Morgan Stanley (most reliable on RNR, 100%) targets $320. Weigh that against valuation. This is not personalized advice.
Is it too late to invest in RenaissanceRe?
The stated upside is small: the median target ($345) sits just +1% from the price ($341) (most reliable on RNR: Morgan Stanley, 100%). The real question isn't "too late" but the price-to-value gap and risk. Not advice.
Is RenaissanceRe still worth investing in?
It depends on the gap between the price ($341) and its estimated value: analysts target $345 on median (+1%), with 23% buys (most reliable on RNR: Morgan Stanley, 100%). Cross-check with their real reliability on RNR and the cautions above. Information, not advice.
What's the main risk in buying RNR?
Even the most reliable firm on RNR, Morgan Stanley (100% hit rate, 3 scored calls), only targets $320 (call made on July 6, 2026, maturing on July 6, 2027) (-6%) in its most recent call, and $290 (call made on November 17, 2025, maturing on November 17, 2026) (-15%) in the one coming due soonest. The stock may already have run past its target.
→ Go deeper: the full RenaissanceRe profile (consensus, analyst reliability, price target, performance).