earnings
confidence high
sentiment positive
materiality 0.85
RenaissanceRe Q2 2026 net income $654.2M, operating income $547.8M; combined ratio 72.8%
RENAISSANCERE HOLDINGS LTD
- Net income available to common shareholders $654.2M ($15.48 diluted EPS); operating income $547.8M ($12.92 diluted EPS).
- Combined ratio of 72.8% driven by low catastrophe losses and $199.4M favorable prior year development.
- Net investment income $432.5M, up 4.7% from Q2 2025; fee income $83.0M.
- Repurchased $350.0M of common shares in Q2 2026; book value per share up 5.7% quarterly and 24.8% YoY.
- Annualized operating ROE of 20.1%; annualized ROE of 24.0%.