RNR

- Recent reports highlight that RenaissanceRe Holdings has received a series of upward earnings estimate revisions, along with a strong Momentum Style Score and positive Zacks Rank, which points to renewed confidence in its near term operating performance. - The absence of downward estimate moves and a clean four quarter record of EPS beats suggest investors are focusing on execution quality in underwriting, fee income, and investment returns rather than just headline analyst ratings. - We will now look at how RenaissanceRe Holdings' investment narrative could be influenced by these stronger earnings expectations and revisions. Scan the earnings momentum story around RenaissanceRe Holdings alongside a curated list of insurers and financials showing similar estimate revisions and price strength in our 29 high quality undervalued stocks Owning RenaissanceRe Holdings means believing the three driver model of underwriting profit, fee income and retained investment income can keep doing the heavy lifting even as reported revenue is expected to decline over the next few years. The most important near term swing factor is still how the enlarged property catastrophe book reacts to any cluster of severe events, because that flows straight into loss ratios and earnings volatility. The biggest operational risk right now is the planned step up in the expense ratio to about 5.0% to 5.5% in 2026 if underwriting and fee income do not keep pace. Recent earnings estimate revisions and price strength signal confidence in execution quality, but they do not materially change those core sensitivities around catastrophe losses, social inflation in casualty and a higher fixed cost base. The recent focus on RenaissanceRe Holdings centers on upward earnings estimate revisions, a positive Earnings ESP of 9.02% for the September 2026 quarter and a clean record of EPS beats across the last four prints. That cluster of data ties directly into the core thesis that underwriting, fee income from third party capital and net investment income can still offset competitive pressure and higher costs. If the upcoming result lands close to those expectations, it would reinforce the idea that a higher exposure to U.S. catastrophe limits, a larger fixed income portfolio and fee based earnings are all functioning together rather than pulling against each other. A miss against that bar, especially if driven by property losses or expense creep instead of mark to market noise, would raise sharper questions around the durability of those same catalysts. RenaissanceRe Holdings' narrative projects US$7.3b revenue and US$1.3b earnings by 2029. This assumes revenue declines at about 13.1% a year and points to an earnings decrease of about US$1.3b from earnings of roughly US$2.6b today. The forecast profile that analysts are using for RenaissanceRe Holdings is built around shrinking top line and slimmer profitability rather than rapid expansion. Revenue is modeled to fall by about 13.1% per year over the next three years, while profit margins are expected to move from 22.9% today to 17.7% by 2029. Earnings are projected at roughly US$1.3b in that year, with a consensus path that cuts current earnings of about US$2.6b roughly in half, even though some research desks see scope for as much as US$1.5b. That earnings path feeds directly into the valuation bridge analysts are using. At a current P/E of about 5.3x earnings, the stock is being compared with a 2029 scenario that assumes a multiple of 11.0x on those US$1.3b of forecast profits and revenues of around US$7.3b. The implied future P/E sits slightly above the current US insurance sector average of 10.6x. As a result, the narrative depends on the market being willing to pay a somewhat richer multiple for a smaller earnings base that still reflects the underwriting, fee income and investment engine. Share count is another moving part in this setup. Forecasts assume the number of shares outstanding falls by about 7.0% per year for three years, which would mechanically lift earnings per share even if total profit trends lower. That is why analysts cite an earnings per share figure of US$43.38 for 2029, even as aggregate earnings are expected to decline in absolute dollars. For investors tracking the story, that distinction between total earnings and per share outcomes is important when comparing RenaissanceRe Holdings with other insurers that are not shrinking their equity base at a similar pace. The price targets that are often quoted bring these cash flow and earnings expectations together into a single marker. Consensus sits around US$347.31, with the most optimistic analysts at US$422.00 and the most cautious closer to US$312.00. Against a recent share price of roughly US$322.99 as of late October 2026, that central target is about 7.0% higher. This suggests analysts as a group see the stock as roughly in line with what those 2029 revenue and earnings profiles might justify, rather than wildly mispriced. Uncover why RenaissanceRe Holdings' fair value indicates a 4% potential downside to its current price, which leaves little room for error. One alternate view puts casualty and specialty shocks at the center of the RenaissanceRe Holdings story rather than property cat. The most bearish analysts were penciling in 14.0% annual revenue declines and around US$1.2b of earnings by 2029 before this momentum news, which explains their US$312.00 target. Those pre news forecasts show how sharply opinions can differ. Use them as a prompt to compare several scenarios and decide which assumptions feel more realistic to you. Explore 2 other RenaissanceRe Holdings fair value estimates, including one that suggests as much as 14% downside from the current price. Don't just follow the ticker. Dig into the data and build a conviction that's truly your own. - A great starting point for your RenaissanceRe Holdings research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. - See our latest analysis for RenaissanceRe Holdings. The report includes a comprehensive fundamental analysis summarized in a single visual, the Snowflake, making it easy to evaluate RenaissanceRe Holdings' overall financial health at a glance. Once you have a view on RenaissanceRe Holdings, using the Simply Wall St Screener can help you line up a shortlist of other candidates that match the kind of balance sheet strength, income profile, or risk level you want in your portfolio. - If you want sturdier ballast alongside a reinsurance holding, start with a 30 resilient stocks with low risk scores that historically pairs stronger fundamentals with lower risk scores to help steady overall portfolio swings. - For investors who care about financial resilience as much as earnings momentum, a list of solid balance sheet and fundamentals (26 results) can surface companies with cleaner leverage profiles and healthier capital buffers. - If you are hunting for opportunities where quality and valuation line up, use a 20 high quality undiscovered gems to spot less crowded ideas that still show solid underlying fundamentals. 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. Companies discussed in this article include RNR. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Arch Capital Group Ltd. ACGL is expected to register a decline in both top and bottom lines when it reports third-quarter 2026 results on Oct. 27, after the closing bell. The Zacks Consensus Estimate for ACGL's third-quarter revenues is pegged at $4.46 billion, indicating a 5.5% decline from the year-ago reported figure. The consensus estimate for earnings is pegged at $2.05 per share. The Zacks Consensus Estimate for ACGL's third-quarter earnings has moved north 9% in the past 30 days. The estimate suggests a year-over-year decline of 25.9%. Our proven model predicts an earnings beat for Arch Capital this time around. This is because the stock has the right combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), which increases the chances of an earnings beat. Earnings ESP: Arch Capital has an Earnings ESP of +11.70% at present. This is because the Most Accurate Estimate of $2.29 is pegged higher than the Zacks Consensus Estimate of $2.05. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Arch Capital Group Ltd. price-eps-surprise | Arch Capital Group Ltd. Quote Zacks Rank: Arch Capital currently carries a Zacks Rank #3. Rate increases, new business opportunities and growth in existing accounts, product innovation, market expansion and strong underwriting performance, combined with strategic investments, are likely to have favored net premiums earned. The Zacks Consensus Estimate for net premiums earned is pegged at $4 billion. We expect net premiums earned to be $3.9 billion. The Mortgage segment is likely to have benefited from growth in international business offset by a reduction in U.S. monthly premium volume. Net investment income is likely to have benefited from solid net cash flow from operating activities, which is expected to have increased the invested asset base. We expect net investment income to be $432.2 million. The Zacks Consensus Estimate for investment income is pegged at $430 million. The top line is likely to have gained from improved earned premiums and higher net investment income. Expenses are expected to have increased in the to-be-reported quarter due to higher losses and loss adjustment expenses, acquisition costs, other operating expenses, amortization of intangible assets, corporate expenses and interest expenses. We expect total expenses to be $3.8 billion. Disciplined underwriting practices and relatively modest catastrophe-related losses are expected to have supported underwriting margins. The Zacks Consensus Estimate for the combined ratio is pegged at 89, and our estimate is pinned at 92.1. Share buybacks are likely to have added upside to the bottom line. Here are three other P&C insurance stocks that you may want to consider, as our model shows that these, too, have the right combination of elements to post an earnings beat: RenaissanceRe Holdings Ltd. (RNR has an Earnings ESP of +9.02% and a Zacks Rank #2 at present. The Zacks Consensus Estimate for third-quarter 2026 earnings is pegged at $9.28, indicating a year-over-year decrease of 40.6%. You can see the complete list of today's Zacks #1 Rank stocks here. RNR's earnings beat estimates in each of the last four reported quarters. The Allstate Corporation ALL has an Earnings ESP of +5.25% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for third-quarter 2026 earnings is pegged at $7.03, indicating a year-over-year decrease of 37.1%. ALL's earnings beat estimates in each of the last four reported quarters. Everest Group, Ltd. EG has an Earnings ESP of +3.01% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for third-quarter 2026 earnings is pegged at $9.32, indicating a year-over-year decrease of 23.6%. EG's earnings beat estimates in two of the last four reported quarters and missed in the other two. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Arch Capital Group Ltd. (ACGL) : Free Stock Analysis Report RenaissanceRe Holdings Ltd. (RNR) : Free Stock Analysis Report The Allstate Corporation (ALL) : Free Stock Analysis Report Everest Group, Ltd. (EG) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Principal Financial Group, Inc. PFG is expected to register an improvement in its top and bottom lines when it reports third-quarter 2026 results on Oct. 26, after the closing bell. The Zacks Consensus Estimate for PFG's third-quarter revenues is pegged at $4.31 billion, indicating an increase of 10.6% from the year-ago reported figure. The consensus estimate for earnings is pegged at $2.46 per share. The Zacks Consensus Estimate for PFG's third-quarter earnings has moved down 2.8% in the past 30 days. The estimate suggests a year-over-year increase of 17.4%. Our proven model does not conclusively predict an earnings beat for Principal Financial this time around. This is because a stock needs to have the right combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). This is not the case, as you can see below. Earnings ESP: Principal Financial has an Earnings ESP of 0.00% at present. This is because both the Most Accurate Estimate and the Zacks Consensus Estimate are pegged at $2.46 per share. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Principal Financial Group, Inc. price-eps-surprise | Principal Financial Group, Inc. Quote Zacks Rank: Principal Financial currently carries a Zacks Rank #3. Principal Financial's third-quarter results are likely to reflect favorable underwriting results and improved mortality within the Benefits and Protection business, strong RIS fundamentals, and positive market conditions for fee-based businesses. Operating revenues are likely to have increased owing to higher premiums & other considerations, as well as higher fees & other revenues in Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. Higher management fee revenues as a result of increased average AUM net of associated fee compression are likely to have benefited Investment Management. Lower performance fee revenues are likely to have offset the upside. Higher earnings from equity method investments in Brazil and foreign currency tailwinds are expected to have benefited International Pension operations. Investment income is expected to have benefited from higher average invested assets in fixed maturities and residential mortgages, derivatives in fair value hedges for U.S. operations, and higher inflation-based returns on average invested assets and cash in Latin America. The lower yields in fixed maturities and decreases in federal funds rates tied to short-term investments are likely to have offset the upside. Assets under management are likely to have benefited from positive market performance and net cash flow, as well as foreign currency tailwinds. Expenses are likely to have increased due to higher benefits, claims and settlement expenses. Here are three insurance stocks that you may want to consider, as our model shows that these, too, have the right combination of elements to post an earnings beat: RenaissanceRe Holdings Ltd. RNR has an Earnings ESP of +9.02% and a Zacks Rank #2 at present. The Zacks Consensus Estimate for third-quarter 2026 earnings is pegged at $9.28, indicating a year-over-year decrease of 40.6%. You can see the complete list of today's Zacks #1 Rank stocks here. RNR's earnings beat estimates in each of the last four reported quarters. Cincinnati Financial Corporation CINF has an Earnings ESP of +2.51% and a Zacks Rank #2 at present. The Zacks Consensus Estimate for third-quarter 2026 earnings is pegged at $1.99, indicating a year-over-year decrease of 30.2%. CINF's earnings beat estimates in three of the last four reported quarters and missed in one. Arch Capital Group Ltd. ACGL has an Earnings ESP of +11.70% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for third-quarter 2026 earnings is pegged at $2.05, indicating a year-over-year decrease of 25.9%. ACGL's earnings beat estimates in each of the last four reported quarters. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Principal Financial Group, Inc. (PFG) : Free Stock Analysis Report Cincinnati Financial Corporation (CINF) : Free Stock Analysis Report RenaissanceRe Holdings Ltd. (RNR) : Free Stock Analysis Report Arch Capital Group Ltd. (ACGL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Heritage Insurance (HRTG) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This property and casualty insurance holding company is expected to post quarterly earnings of $1.04 per share in its upcoming report, which represents a year-over-year change of -36.2%. Revenues are expected to be $217.39 million, up 2.3% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 21.85% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Heritage Insurance, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -3.38%. On the other hand, the stock currently carries a Zacks Rank of #3. So, this combination makes it difficult to conclusively predict that Heritage Insurance will beat the consensus EPS estimate. Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Heritage Insurance would post earnings of $0.99 per share when it actually produced earnings of $2.05, delivering a surprise of +107.07%. Over the last four quarters, the company has beaten consensus EPS estimates three times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Heritage Insurance doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Among the stocks in the Zacks Insurance - Property and Casualty industry, RenaissanceRe (RNR), is soon expected to post earnings of $9.28 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -40.6%. This quarter's revenue is expected to be $2.6 billion, down 9.5% from the year-ago quarter. Over the last 30 days, the consensus EPS estimate for RenaissanceRe has been revised 1.8% up to the current level. Nevertheless, the company now has an Earnings ESP of +9.02%, reflecting a higher Most Accurate Estimate. When combined with a Zacks Rank of #2 (Buy), this Earnings ESP indicates that RenaissanceRe will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Heritage Insurance Holdings, Inc. (HRTG) : Free Stock Analysis Report RenaissanceRe Holdings Ltd. (RNR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

The market expects RenaissanceRe (RNR) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on October 27, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This insurance company is expected to post quarterly earnings of $9.28 per share in its upcoming report, which represents a year-over-year change of -40.6%. Revenues are expected to be $2.6 billion, down 9.5% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 1.84% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For RenaissanceRe, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +9.02%. On the other hand, the stock currently carries a Zacks Rank of #2. So, this combination indicates that RenaissanceRe will most likely beat the consensus EPS estimate. Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that RenaissanceRe would post earnings of $11.44 per share when it actually produced earnings of $12.92, delivering a surprise of +12.94%. Over the last four quarters, the company has beaten consensus EPS estimates four times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. RenaissanceRe appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Another stock from the Zacks Insurance - Property and Casualty industry, Universal Insurance Holdings (UVE), is soon expected to post earnings of $1.34 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -1.5%. Revenues for the quarter are expected to be $385.44 million, down 3.9% from the year-ago quarter. The consensus EPS estimate for Universal Insurance has remained unchanged over the last 30 days. However, an equal Most Accurate Estimate has resulted in an Earnings ESP of 0.00%. When combined with a Zacks Rank of #2 (Buy), this Earnings ESP makes it difficult to conclusively predict that Universal Insurance will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report RenaissanceRe Holdings Ltd. (RNR) : Free Stock Analysis Report UNIVERSAL INSURANCE HOLDINGS INC (UVE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Globe Life Inc. GL is expected to register an improvement in both top and bottom lines when it reports third-quarter 2026 results on Oct. 21, after market close. The Zacks Consensus Estimate for GL's third-quarter revenues is pegged at $1.61 billion, indicating 5.9% growth from the year-ago reported figure. The consensus estimate for earnings is pegged at $4.87 per share. The Zacks Consensus Estimate for GL's third-quarter earnings has moved down 0.4% in the past 30 days. The estimate suggests a year-over-year increase of 1.2%. Our proven model predicts an earnings beat for Globe Life this time. This is because the stock has the right combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), which increases the chances of an earnings beat. Earnings ESP: Globe Life has an Earnings ESP of +0.14%. This is because the Most Accurate Estimate of $4.88 is pegged higher than the Zacks Consensus Estimate of $4.87. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Globe Life Inc. price-eps-surprise | Globe Life Inc. Quote Zacks Rank: Globe Life currently carries a Zacks Rank #3. Premium growth and lower policy obligations as a percent of premium are likely to have driven the life insurance segment's underwriting margin. Given the estimated benefit from assumption updates in the third quarter, GL anticipates third-quarter life underwriting margin as a percent of premium to be in the range of 52% to 53%. Higher premiums from strong growth in Medicare Supplement sales and the positive impact of higher premium rates on individual Medicare Supplement policies as a result of approved rate increases are likely to have driven the health segment's underwriting margin. GL anticipates the third-quarter health underwriting margin as a percent of premium to be in the range of 29% to 32%. Higher earned yields on fixed maturities, commercial mortgage loans and other long-term investments are expected to have aided net investment income. The Zacks Consensus Estimate for third-quarter 2026 net investment income is pegged at $297 million, indicating an increase of 3.8% from the year-ago reported quarter. Insurance administrative expenses are likely to have increased owing to higher employee costs, which include salaries and other costs, in addition to higher information technology expenses. Continued share buybacks are likely to have provided additional support to the bottom line. GL anticipates third-quarter life and health assumption updates in the range of $110 million to $130 million, with the life assumption range update in the band of $90 million to $100 million and the health assumption update in the range of $20 million to $30 million. Here are some other finance stocks you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat: RenaissanceRe Holdings Ltd. RNR has an Earnings ESP of +9.02% and a Zacks Rank #2 at present. The Zacks Consensus Estimate for third-quarter 2026 earnings is pegged at $9.28, indicating a year-over-year decrease of 40.6%. You can see the complete list of today's Zacks #1 Rank stocks here. RNR's earnings beat estimates in each of the last four reported quarters. Cincinnati Financial Corporation CINF has an Earnings ESP of +13.87% and a Zacks Rank #2 at present. The Zacks Consensus Estimate for third-quarter 2026 earnings is pegged at $2.01, indicating a year-over-year decrease of 29.4%. CINF's earnings beat estimates in three of the last four reported quarters and missed in one. Arch Capital Group Ltd. ACGL has an Earnings ESP of +11.70% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for third-quarter 2026 earnings is pegged at $2.05, indicating a year-over-year decrease of 25.9%. ACGL's earnings beat estimates in each of the last four reported quarters. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Globe Life Inc. (GL) : Free Stock Analysis Report Cincinnati Financial Corporation (CINF) : Free Stock Analysis Report RenaissanceRe Holdings Ltd. (RNR) : Free Stock Analysis Report Arch Capital Group Ltd. (ACGL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Chubb Limited CB is scheduled to report third-quarter 2026 results on Oct. 20, after the market closes, with the top line expected to improve while the bottom line is expected to decline. The Zacks Consensus Estimate for CB's third-quarter revenues is pegged at $16.72 billion, indicating 3.6% growth from the year-ago reported figure. The consensus estimate for earnings is pegged at $6.53 per share. The Zacks Consensus Estimate for CB's third-quarter earnings has moved up 5% in the past 30 days. But the figure suggests a year-over-year decrease of 12.8%. Our proven model predicts an earnings beat for Chubb this time around. This is because a stock has the right combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Earnings ESP: Chubb has an Earnings ESP of -0.10%. This is because the Most Accurate Estimate of $6.41 is below the Zacks Consensus Estimate of $6.42. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Zacks Rank: CB currently carries a Zacks Rank #3. You can see the complete list of today's Zacks #1 Rank stocks here. Chubb Limited price-eps-surprise | Chubb Limited Quote Chubb's third-quarter revenues are likely to have benefited from solid premium growth, driven by new business generation, healthy policy retention, increased insured exposures and continued expansion across international markets. Demand in high-net-worth personal insurance and middle-market commercial lines could have supported growth. However, softer pricing in large-account and excess and surplus (E&S) property insurance, along with underwriting actions in selected commercial lines, may have constrained premium growth. Premium growth in the Life Insurance segment is likely to have been supported by demand for protection and savings products across Asia, particularly in Hong Kong, Taiwan and other key markets. Continued expansion across international life operations could have contributed to revenue growth, although foreign-exchange fluctuations may have affected reported results. The Zacks Consensus Estimate for net premiums earned is pegged at $15 billion. We expect net premiums earned to be $14.9 billion, indicating a 3.6% year-over-year increase. Net investment income is expected to have benefited from growth in invested assets and higher reinvestment yields on fixed-income securities. We expect net investment income to be $2 billion in the soon-to-be-reported quarter, indicating a 23.4% year-over-year increase. The Zacks Consensus Estimate for net investment income is pegged at $1.9 billion, indicating a 15.3% year-over-year increase. Underwriting profitability is likely to have faced pressure from catastrophe losses associated with severe U.S. storms and flooding. Softer commercial property pricing and elevated claims costs could also have weighed on margins, partially offsetting the benefits of disciplined underwriting. The Zacks Consensus Estimate for the combined ratio is pegged at 87.2. Expenses are expected to have increased due to higher policy acquisition costs, administrative expenses and interest expenses. We estimate the metric to be $13.8 billion, indicating a 13.3% year-over-year increase. Here are three other P&C insurance stocks you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat: RenaissanceRe Holdings Ltd. RNR has an Earnings ESP of +18.14% and a Zacks Rank #2 at present. The Zacks Consensus Estimate for third-quarter 2026 earnings is pegged at $8.19 per share, indicating a year-over-year decrease of 47.57%. RNR's earnings beat estimates in each of the last four reported quarters. Cincinnati Financial Corporation CINF has an Earnings ESP of +9.52% and a Zacks Rank #2 at present. The Zacks Consensus Estimate for third-quarter 2026 earnings is pegged at $1.91 per share, indicating a year-over-year decrease of 32.9%. CINF's earnings beat estimates in three of the last four reported quarters and missed in one. Arch Capital Group Ltd. ACGL has an Earnings ESP of +9.80% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for third-quarter 2026 earnings is pegged at $2.02 per share, indicating a year-over-year decrease of 27.1%. ACGL's earnings beat estimates in each of the last four reported quarters. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Chubb Limited (CB) : Free Stock Analysis Report Cincinnati Financial Corporation (CINF) : Free Stock Analysis Report RenaissanceRe Holdings Ltd. (RNR) : Free Stock Analysis Report Arch Capital Group Ltd. (ACGL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

W.R. Berkley Corporation WRB is expected to register an improvement in both top and bottom lines when it reports third-quarter 2026 results on Oct. 19, after market close. The Zacks Consensus Estimate for WRB's third-quarter revenues is pegged at $3.80 billion, indicating 3.1% growth from the year-ago reported figure. The consensus estimate for earnings is pegged at $1.14 per share. The Zacks Consensus Estimate for WRB's third-quarter earnings has moved up 0.8% in the past 30 days. The estimate suggests a year-over-year increase of 3.6%. Our proven model predicts an earnings beat for W.R. Berkley this time around. This is because the stock has the right combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), which increases the chances of an earnings beat. Earnings ESP: W.R. Berkley has an Earnings ESP of +1.31%. This is because the Most Accurate Estimate of $1.16 is pegged higher than the Zacks Consensus Estimate of $1.14. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. W.R. Berkley Corporation price-eps-surprise | W.R. Berkley Corporation Quote Zacks Rank: W.R. Berkley currently carries a Zacks Rank #3. Gross premiums written in the Insurance segment are likely to have been supported by healthy momentum in other liability, short-tail lines, professional liability, workers' compensation and commercial auto. We expect the metric to be $3.5 billion, indicating an increase of 3.6% from the year-ago reported number. The Reinsurance & Monoline Excess segment's gross premiums written are expected to have improved modestly, supported by selective underwriting, although increased competition in the property reinsurance market is likely to have tempered growth. We expect the metric to be $439.4 million, suggesting a decline of 0.9% from the year-ago reported number. The Zacks Consensus Estimate for second-quarter 2026 premiums earned is pegged at $3.2 billion, indicating an increase of 1.8% from the year-ago reported quarter. Our estimate for the metric is pegged at $3.2 billion, indicating a 1.6% upside from the year-ago reported number. The increase in income from fixed maturity securities, driven by a larger fixed maturity securities portfolio, the increase in income from investment funds primarily due to energy funds and real estate funds and an increase in equity securities are likely to have aided net investment income. However, a decrease in the arbitrage trading account, a decrease in real estate, and an increase in investment expenses are likely to have partially offset investment income growth. The Zacks Consensus Estimate for second-quarter 2026 net investment income is pegged at $400 million, indicating an increase of 14% from the year-ago reported quarter. Our estimate for the metric is pegged at $384.3 million, indicating a 9.4% rise from the year-ago reported number. Higher losses and loss expenses, other operating costs and expenses, and expenses from non-insurance businesses are likely to have increased in the quarter. We expect total expenses to increase 4.3% to $3.2 billion. Higher net premiums earned and continued expense discipline are expected to have supported the expense ratio, which management expects to remain comfortably below 30% in 2026. We estimate the metric to be 29.15 in the to-be-reported quarter. The combined ratio is expected to have remained favorable, supported by disciplined underwriting and healthy pricing in casualty lines. However, the third quarter is likely to have experienced elevated severe convective storms, which are expected to have increased catastrophe losses, partially offsetting these benefits. The Zacks Consensus Estimate is pinned at 92, while our estimate for the combined ratio is pegged at 92.77. Continued share buybacks are likely to have provided additional support to the bottom line. Here are three other P&C insurance stocks you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat: RenaissanceRe Holdings Ltd. RNR has an Earnings ESP of +18.14% and a Zacks Rank #2 at present. The Zacks Consensus Estimate for third-quarter 2026 earnings is pegged at $8.19, indicating a year-over-year decrease of 47.57%. You can see the complete list of today's Zacks #1 Rank stocks here. RNR's earnings beat estimates in each of the last four reported quarters. Cincinnati Financial Corporation CINF has an Earnings ESP of +9.52% and a Zacks Rank #2 at present. The Zacks Consensus Estimate for third-quarter 2026 earnings is pegged at $1.91, indicating a year-over-year decrease of 32.9%. CINF's earnings beat estimates in three of the last four reported quarters and missed in one. Arch Capital Group Ltd. ACGL has an Earnings ESP of +9.80% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for third-quarter 2026 earnings is pegged at $2.02, indicating a year-over-year decrease of 27.1%. ACGL's earnings beat estimates in each of the last four reported quarters. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report W.R. Berkley Corporation (WRB) : Free Stock Analysis Report Cincinnati Financial Corporation (CINF) : Free Stock Analysis Report RenaissanceRe Holdings Ltd. (RNR) : Free Stock Analysis Report Arch Capital Group Ltd. (ACGL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

A month has gone by since the last earnings report for Mercury General (MCY). Shares have lost about 6.1% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Mercury General due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Mercury General Corporation before we dive into how investors and analysts have reacted as of late. MCY Q2 Earnings Beat on Better Underwriting and Premium GrowthMercury General Corporation reported second-quarter 2026 operating income of $3.52 per share, which surged 31.8% year over year and beat the Zacks Consensus Estimate of $1.80 by 95.6%. Revenues of $1.67 billion surpassed the consensus mark by 5.8%. The better-than-expected results reflected premium growth, improved underwriting profitability and higher investment income. The combined ratio improved 260 basis points year over year to 89.9%, despite an increase in catastrophe losses. Net premiums earned increased 9.6% year over year to $1.5 billion. Net premiums written rose 5.3% to $1.56 billion, while direct premiums written advanced 9.3% to $1.62 billion. The combined ratio, a key measure of underwriting profitability, improved to 89.9% from 92.5% in the prior-year quarter. The loss ratio declined 380 basis points to 65%, more than offsetting a 120-basis-point increase in the expense ratio to 24.9%. Mercury General benefited from approximately $35 million of favorable development on prior accident years’ loss and loss adjustment expense reserves. This compared with approximately $4 million of unfavorable development in the year-ago period. Catastrophe losses, net of reinsurance, totaled $75 million, up sharply from $13 million in the prior-year quarter. The increase reflected adverse reserve development related to the Palisades and Eaton wildfires, along with losses from storms in Texas and Oklahoma. For the first six months of 2026, catastrophe losses totaled $168 million compared with $460 million a year earlier. The majority of 2026 losses included about $80 million of adverse development tied to the California wildfires and roughly $72 million from storms in Texas and Oklahoma.The year-to-date combined ratio improved to 89.6% from 105.4%. On an accident-period basis, which excludes prior-period reserve development, the ratio improved to 91.1% from 107.2%. Net investment income before taxes increased 14% year over year to $89.8 million. After-tax investment income rose 16.1% to $76.6 million.The increase was largely driven by average invested assets, which climbed 20.8% to $6.89 billion. However, the average annual pre-tax investment yield declined to 4.5% from 4.7%, primarily due to a greater allocation to tax-exempt securities carrying lower pre-tax yields.Net realized investment gains before taxes increased to $86.5 million from $23.5 million. Including these gains, net income rose 58.3% to $263.5 million, or $4.76 per share, from $166.5 million, or $3.01 per share. Total expenses rose 6.6% year over year to $1.35 billion. Loss and loss adjustment expenses increased 3.5% to $973.3 million. Policy acquisition costs climbed 9.9% to $250.3 million, while other operating expenses increased 28% to $122.9 million. Interest expense rose 9.9% to $7.9 million.Despite the higher expense base, income before taxes increased 58.3% to $327.3 million. Operating income, which excludes net realized investment gains, advanced 31.9% to $195.2 million. Total company-wide policies in force increased 4.2% from the 2025-end level to 2.36 million. Personal automobile policies rose 2.5% to 1.07 million. Homeowners policies increased 6.2% to 938,000, while commercial automobile policies remained unchanged at 34,000. Policies across the company’s other insurance lines rose 4.6% to 318,000. The continued expansion in policies supported premium growth across Mercury General’s predominantly personal automobile and homeowners insurance portfolio. Mercury General ended June with total assets of $10.54 billion, up 10.3% from the 2025-end level. Cash increased 29.3% to $1.70 billion, while total investments rose 8.4% to $7.13 billion. Shareholders’ equity climbed 17.3% to $2.84 billion. Book value per share increased to $51.20 from $43.64, while statutory surplus rose to $2.77 billion from $2.39 billion. The reported debt-to-total-capital ratio increased to 25.1% from 19.2%. Following the July redemption of $375 million in senior notes, the June 30 ratio would have been 16.9%. The board also declared a quarterly dividend of 31.75 cents per share, to be paid out on Sept. 24, 2026, to shareholders of record as of Sept. 10. Analysts were quiet during the last two month period as none of them issued any earnings estimate revisions. At this time, Mercury General has a subpar Growth Score of D, however its Momentum Score is doing a lot better with a B. Charting a somewhat similar path, the stock has a score of A on the value side, putting it in the top quintile for this investment strategy. Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in. Mercury General has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months. Mercury General is part of the Zacks Insurance - Property and Casualty industry. Over the past month, RenaissanceRe (RNR), a stock from the same industry, has gained 2.4%. The company reported its results for the quarter ended June 2026 more than a month ago. RenaissanceRe reported revenues of $2.64 billion in the last reported quarter, representing a year-over-year change of -6.8%. EPS of $12.92 for the same period compares with $12.29 a year ago. For the current quarter, RenaissanceRe is expected to post earnings of $6.38 per share, indicating a change of -59.2% from the year-ago quarter. The Zacks Consensus Estimate has changed +6.2% over the last 30 days. RenaissanceRe has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of C. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Mercury General Corporation (MCY) : Free Stock Analysis Report RenaissanceRe Holdings Ltd. (RNR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at reinsurance stocks, starting with RenaissanceRe (NYSE:RNR). This is a cyclical industry, and the sector benefits when there is a 'hard market', characterized by strong premium rate increases that outpace loss and cost inflation, resulting in robust underwriting margins. The opposite is true in a 'soft market'. Interest rates also matter, as they determine the yields earned on fixed-income portfolios. The primary headwind remains the immense and concentrated exposure to large-scale catastrophe losses, as the growing impact of climate change challenges traditional risk models and creates significant earnings volatility. Additionally, they face the risk of adverse prior-year reserve development, where claims prove more costly than anticipated, while the eventual influx of new capital from alternative sources threatens to soften the market and compress future returns. The 5 reinsurance stocks we track reported a mixed Q2. As a group, revenues beat analysts’ consensus estimates by 3.8%. While some reinsurance stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 2.9% since the latest earnings results. Born in Bermuda after the devastating Hurricane Andrew created a crisis in the catastrophe insurance market, RenaissanceRe (NYSE:RNR) provides property, casualty, and specialty reinsurance and insurance solutions to customers worldwide, primarily through intermediaries. RenaissanceRe reported revenues of $2.77 billion, down 13.7% year on year. This print exceeded analysts’ expectations by 3.7%. Overall, it was a very strong quarter for the company with a beat of analysts’ EPS estimates. RenaissanceRe delivered the slowest revenue growth in the group. Interestingly, the stock is up 2.5% since reporting and currently trades at $327.66. Is now the time to buy RenaissanceRe? Access our full analysis of the earnings results here, it’s free. Founded in 2013 and operating through three distinct underwriting platforms across four countries, Hamilton Insurance Group (NYSE:HG) operates global specialty insurance and reinsurance platforms across Lloyd's, Ireland, Bermuda, and the United States. Hamilton Insurance Group reported revenues of $839.6 million, up 13.3% year on year, outperforming analysts’ expectations by 19.9%. The business had an incredible quarter with a beat of analysts’ EPS estimates. Hamilton Insurance Group achieved the biggest analyst estimate beat among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 1.1% since reporting. It currently trades at $35.16. Is now the time to buy Hamilton Insurance Group? Access our full analysis of the earnings results here, it’s free. Founded in the aftermath of the 9/11 attacks when insurance capacity was scarce, AXIS Capital Holdings Limited (NYSE:AXS) is a global specialty insurer and reinsurer that provides coverage for complex risks across property, liability, professional lines, cyber, and other specialty markets. AXIS Capital reported revenues of $1.71 billion, up 7.3% year on year, falling short of analysts’ expectations by 3.6%. It was a disappointing quarter as it posted a significant miss of analysts’ net premiums earned estimates and a significant miss of analysts’ EPS estimates. AXIS Capital delivered the weakest performance against analyst estimates of the whole group. As expected, the stock is down 17.2% since the results and currently trades at $98.76. Read our full analysis of AXIS Capital’s results here. Rebranded from Everest Re in 2023 to reflect its evolution beyond just reinsurance, Everest Group (NYSE:EG) underwrites property and casualty reinsurance and insurance worldwide, serving insurance companies, corporations, and other clients across six continents. Everest Group reported revenues of $3.96 billion, down 11.8% year on year. This number missed analysts’ expectations by 1.8%. It was a softer quarter as it also logged a significant miss of analysts’ net premiums earned estimates and a miss of analysts’ book value per share estimates. The stock is down 4.9% since reporting and currently trades at $374.64. Read our full, actionable report on Everest Group here, it’s free. Founded in Bermuda in 2014 and designed to adapt nimbly to evolving market conditions, Pelagos Insurance (NYSE:PLGO) is a global specialty insurance and reinsurance company focused on creating value through strategic capital allocation, expert risk selection and a network of long-term underwriting partnerships. Pelagos Insurance reported revenues of $650 million, up 10.3% year on year. This result beat analysts’ expectations by 1.6%. However, it was a softer quarter as it produced a significant miss of analysts’ EPS estimates and a miss of analysts’ net premiums earned estimates. The stock is flat since reporting and currently trades at $24.40. Read our full, actionable report on Pelagos Insurance here, it’s free. Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership. Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products. By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals. Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

RenaissanceRe Holdings Ltd. RNR is benefiting from the growing use of insurance-linked securities (ILS), which is creating opportunities to expand its fee-based income. This could help offset some pressure from moderating reinsurance pricing. ILS allows investors to provide capital for insurance risks, particularly catastrophe risks. As more alternative capital enters the market, insurers have greater access to reinsurance capacity. AM Best reported that 144A property-catastrophe bond issuance reached a record $17.3 billion in the first half of 2026. At mid-year renewals, reinsurance supply exceeded demand by more than 25%, contributing to a further decline in reinsurance pricing. While softer pricing can pressure reinsurance premium growth and margins, RNR can benefit from the same trend through its Capital Partners business. This enables the company to participate in the growing ILS market while generating management and performance fees from third-party capital. RNR's fee income increased to $177.2 million in the first half of 2026 from $125.4 million a year earlier, supported by higher performance fees. This growing fee-based income provides an additional earnings stream beyond traditional underwriting. The Capital Partners platform, therefore, provides earnings diversification as alternative capital expands. While rising ILS capacity can pressure traditional reinsurance pricing, RNR's ability to manage that capital and generate fee income from it provides an important offset. Overall, RNR's ability to manage third-party capital allows it to benefit from ILS growth, supporting fee-based income and earnings diversification. Everest Group Ltd. EG is expanding its third-party capital platform through Mt. Logan Capital Management. Its third-party capital reached approximately $3.4 billion as of July 1, 2026, up 89% from the beginning of 2025, helped by the launch of its $600 million Annapurna Re casualty sidecar. Everest expects the platform to provide additional capital flexibility, support growth and generate fee income. Arch Capital Group Ltd. ACGL has also been expanding its third-party capital business, which it has operated since 2006. Its ILS platform mainly invests in property-catastrophe reinsurance risks. This allows Arch to use outside investor capital to expand its reinsurance capacity without relying entirely on its own capital. Shares of RNR have gained 36.1% in the past year compared with the industry’s growth of 1.6%. Image Source: Zacks Investment Research RNR’s shares are trading at a discount compared with the industry. Its trailing 12-month price-to-book value of 1.24X is lower than the industry average of 1.43X Image Source: Zacks Investment Research The Zacks Consensus Estimate for RNR’s 2026 earnings per share (EPS) is pinned at $42.40, indicating a year-over-year decrease of 8.4%. The consensus estimate for revenues is pegged at $10.35 billion, implying a year-over-year decrease of 10.8%. The consensus estimate for 2027 EPS and revenues indicates a decrease of 4% and 1.4%, respectively, from the corresponding 2026 estimates. The Zacks Consensus Estimate for 2026 earnings has moved north 1.1%, while the metric for 2027 has moved south 0.2%, in the past 30 days. Image Source: Zacks Investment Research RNR stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report RenaissanceRe Holdings Ltd. (RNR) : Free Stock Analysis Report Arch Capital Group Ltd. (ACGL) : Free Stock Analysis Report Everest Group, Ltd. (EG) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research