Analysts Estimate RenaissanceRe (RNR) to Report a Decline in Earnings: What to Look Out for

Core Insights - RenaissanceRe (RNR) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended September 2025, with earnings expected to be $9.49 per share, reflecting a decrease of 7.2% [1][3] - Revenues are projected to be $2.98 billion, down 0.8% from the same quarter last year [3] - The consensus EPS estimate has been revised 1.43% lower in the last 30 days, indicating a reassessment by analysts [4] Earnings Expectations - The upcoming earnings report is scheduled for October 28, and stock movement may depend on whether the reported numbers exceed or fall short of expectations [2] - A positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10] - RenaissanceRe currently has an Earnings ESP of 0% and a Zacks Rank of 2, making it challenging to predict an earnings beat conclusively [12] Historical Performance - In the last reported quarter, RenaissanceRe exceeded the expected earnings of $10.28 per share by delivering $12.29, resulting in a surprise of +19.55% [13] - Over the past four quarters, the company has beaten consensus EPS estimates three times [14] Industry Context - Another company in the insurance sector, Universal Insurance Holdings (UVE), is expected to post earnings of $1.1 per share for the same quarter, indicating a significant year-over-year change of +250.7% [18] - Universal Insurance's revenues are expected to be $366.36 million, down 5.5% from the previous year, with an unchanged consensus EPS estimate and an Earnings ESP of 0% [19][20]