RenaissanceRe (RNR) Earnings Expected to Grow: Should You Buy?

Core Viewpoint - RenaissanceRe (RNR) is anticipated to report a year-over-year increase in earnings despite a decrease in revenues for the quarter ending December 2025, with the consensus outlook indicating a significant impact on the stock price based on actual results compared to estimates [1][2]. Earnings Expectations - The upcoming earnings report is expected to show quarterly earnings of $10.19 per share, reflecting a year-over-year increase of +26.4%, while revenues are projected to be $2.95 billion, a slight decline of 0.3% from the previous year [3]. - The consensus EPS estimate has been revised 1.48% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Potential - The Zacks Earnings ESP for RenaissanceRe is +17.38%, suggesting a strong likelihood of beating the consensus EPS estimate, although the company currently holds a Zacks Rank of 3 [12]. - Historical performance shows that RenaissanceRe has beaten consensus EPS estimates in three out of the last four quarters, with a notable surprise of +64.59% in the last reported quarter [13][14]. Industry Context - In the broader insurance industry, Selective Insurance (SIGI) is expected to report earnings of $2.24 per share for the same quarter, indicating a year-over-year increase of +38.3%, with revenues projected to rise by 8.2% to $1.37 billion [18]. - Despite a positive Earnings ESP of +15.75%, Selective Insurance has a Zacks Rank of 4 (Sell), complicating predictions of an earnings beat, as the company has not surpassed consensus EPS estimates in the last four quarters [20].