B+
Bull case
25%
Probability
Target price
$380.00
Analysis reference price unavailable
Analysis 2026-07-27 · RankAlpha Sentiment Codex
RNR
RenaissanceReBNYSE / Insurance
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
55%
Probability
Target price
$345.00
Analysis reference price unavailable
Analysis 2026-07-27 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$275.00
Analysis reference price unavailable
Analysis 2026-07-27 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-07-27
Recent news sentiment (30D)
+23.7
Positive
Company
-
Unavailable
Macro
+23.7
Positive
Pulse
-
Unavailable
Weekly research (10D)
-32.0
Negative
Sentiment proxy
+70.0
Score
AI commentary
News tone is strongly positive after the Q2 beat and capital-return update. Reuters-syndicated coverage reported shares up 1.16% to $323.39 after the release, while the RankAlpha anchor later reached $329.10 on July 24. Analyst reactions were constructive but incomplete and inconsistent across aggregators. Social, options, short-interest, and employee-sentiment data were unavailable and are not used as positive evidence. https://www.investing.com/news/transcripts/earnings-call-transcript-renaissancere-tops-q2-2026-estimates-as-buybacks-continue-93CH-4809538
RankAlpha Sentiment Codex - 2026-07-27
Open post-earnings memoEvidence flagged
peer set is too generic or lacks enough direct operating comparators; later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence
Impact
tentative
Confidence
-
AI events
2026-07-22eventQ2 earnings beat with broad operating strengthMedium impact
RenaissanceRe reported $12.92 operating EPS, 20.1% annualized operating ROE, a 72.8% combined ratio, $432.5M of net investment income, and 5.7% quarterly book-value-per-share growth. Secondary coverage reported operating EPS of $12.92 versus an $11.60 consensus estimate and revenue of $2.77B versus $2.57B. The primary SEC exhibit confirms the reported results and $350M Q2 buyback. [#SEC-8K-2026-07-22] https://www.investing.com/news/transcripts/earnings-call-transcript-renaissancere-tops-q2-2026-estimates-as-buybacks-continue-93CH-4809538
2026-09-30catalystRate softening and casualty underwriting pressureMedium impact
Gross premiums written declined 12.5% year over year; property catastrophe premiums fell 10.4%, while Casualty and Specialty gross premiums fell 14.6% and its combined ratio reached 103.3%. Lower pricing, exposure reductions, adverse development, and catastrophe normalization are the main downside monitoring points. [#SEC-8K-2026-07-22]
2026-12-31catalystCapital return and tangible-book compoundingHigh impact
Management reported $350M of Q2 repurchases plus another $82.9M through July 20 and stated that disciplined execution, diversified earnings, and capital management support continued tangible-book-value compounding. [#SEC-8K-2026-07-22]
Recommendation
N/A
No formal recommendation provided.
As of 2026-07-27 • Updated nightlySource: Internal modelMethodology