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Dec 31, 2023

RenaissanceRe Q4 2023 Earnings Report

Reported a strong quarter with substantial net income and operating income, driven by underwriting performance, investment income, and fee income.

Key Takeaways

RenaissanceRe reported a net income of $1.6 billion and operating income of $623.1 million for Q4 2023. The company's annualized operating return on average common equity was 33.0%. The Validus acquisition contributed to the company's strong performance.

Annualized return on average common equity of 83.5% and annualized operating return on average common equity of 33.0%.

Combined ratio of 76.0% and adjusted combined ratio of 73.6%.

Fee income of $70.8 million; up 133.2% from Q4 2022.

Net investment income of $377.0 million; up 78.5% from Q4 2022.

Total Revenue
$3.24B
Previous year: $2.03B
+59.5%
EPS
$11.8
Previous year: $7.33
+60.6%
Combined Ratio
76%
Previous year: 80.5%
-5.6%
ROAE
83.5%
Gross Profit
$3.21B
Previous year: $2.02B
+59.0%
Cash and Equivalents
$1.88B
Previous year: $1.19B
+57.2%
Total Assets
$42.7B
Previous year: $36.6B
+16.9%

RenaissanceRe

RenaissanceRe

RenaissanceRe Revenue by Segment

Forward Guidance

No specific forward guidance was provided in the document.

Revenue & Expenses

Visualization of income flow from segment revenue to net income