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U.S. Reinsurance Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies8
  • 7D3.2%
  • 3M1.5%
  • 1Y14.9%
  • YTDn/a

The Reinsurance industry has gained 3.2% in the last week and Reinsurance Group of America up 3.2%. Meanwhile, Oxbridge Re Holdings actually underperformed within the industry, shrinking 5.3% in the last week. This means that the industry has gained 15% over the past year. As for the next few years, earnings are expected to grow by 2.8% per annum.

Industry Valuation and Performance

Has the U.S. Reinsurance Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$43.0bUS$57.9bUS$5.9b5.9x7.2x0.7x
Tue, 03 Mar 2026US$44.0bUS$57.9bUS$5.9b5.6x7.5x0.8x
Thu, 29 Jan 2026US$42.1bUS$55.8bUS$3.3b10.1x12.6x0.8x
Sat, 27 Dec 2025US$43.8bUS$55.8bUS$3.3b10.9x13.1x0.8x
Mon, 24 Nov 2025US$40.2bUS$55.8bUS$3.3b10x12x0.7x
Wed, 22 Oct 2025US$41.6bUS$56.0bUS$3.7b11x11.2x0.7x
Fri, 19 Sep 2025US$40.4bUS$56.0bUS$3.7b11.7x10.9x0.7x
Sun, 17 Aug 2025US$40.4bUS$56.0bUS$3.7b16.2x11.1x0.7x
Tue, 15 Jul 2025US$41.7bUS$54.5bUS$3.4b14.6x12.1x0.8x
Thu, 12 Jun 2025US$61.6bUS$69.9bUS$4.5b13.1x13.8x0.9x
Sat, 10 May 2025US$62.0bUS$70.0bUS$4.3b12.7x14.5x0.9x
Mon, 07 Apr 2025US$56.5bUS$69.9bUS$5.7b9.9x10x0.8x
Wed, 05 Mar 2025US$57.8bUS$69.9bUS$5.8b8.2x9.9x0.8x
Fri, 31 Jan 2025US$60.3bUS$65.3bUS$7.7b6.1x7.8x0.9x
Sun, 29 Dec 2024US$59.8bUS$66.5bUS$9.1b5.6x6.6x0.9x
Tue, 26 Nov 2024US$64.2bUS$66.5bUS$9.1b6.1x7.1x1x
Thu, 24 Oct 2024US$62.3bUS$61.9bUS$8.7b6.4x7.1x1x
Sat, 21 Sep 2024US$61.6bUS$61.9bUS$8.7b6.6x7.1x1x
Mon, 19 Aug 2024US$58.6bUS$62.2bUS$8.4b6.3x7x0.9x
Wed, 17 Jul 2024US$57.6bUS$58.7bUS$8.4b5.8x6.9x1x
Fri, 14 Jun 2024US$54.3bUS$58.7bUS$8.4b5.3x6.5x0.9x
Sun, 12 May 2024US$56.1bUS$57.3bUS$7.9b5.8x7.1x1x
Tue, 09 Apr 2024US$54.0bUS$54.0bUS$8.1b5.9x6.6x1x
Thu, 07 Mar 2024US$52.3bUS$54.0bUS$8.2b6.5x6.4x1x
Sat, 03 Feb 2024US$63.3bUS$65.1bUS$7.5b8.5x8.4x1x
Mon, 01 Jan 2024US$59.5bUS$63.3bUS$6.6b8.1x9x0.9x
Wed, 29 Nov 2023US$62.2bUS$63.3bUS$6.6b8.4x9.4x1x
Fri, 27 Oct 2023US$56.1bUS$61.0bUS$4.7b13.8x12x0.9x
Sun, 24 Sep 2023US$56.5bUS$60.0bUS$3.7b14.2x15.4x0.9x
Tue, 22 Aug 2023US$52.7bUS$60.0bUS$3.7b13.5x14.4x0.9x
Thu, 20 Jul 2023US$50.6bUS$56.7bUS$1.8b11.9x28.2x0.9x
Sat, 17 Jun 2023US$50.0bUS$56.7bUS$1.8b11.7x27.9x0.9x
Mon, 15 May 2023US$49.3bUS$56.7bUS$1.8b11.9x27.3x0.9x
Wed, 12 Apr 2023US$47.1bUS$53.3bUS$633.7m14x74.4x0.9x
Price to Earnings Ratio

74.4x


Total Market Cap: US$47.1bTotal Earnings: US$633.7mTotal Revenue: US$53.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Reinsurance Industry Price to Earnings3Y Average 12.8x202420252026
Current Industry PE
  • Investors are pessimistic on the American Reinsurance industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 7.2x which is lower than its 3-year average PE of 12.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.88x.
Past Earnings Growth
  • The earnings for companies in the Reinsurance industry have grown 111% per year over the last three years.
  • Revenues for these companies have grown 2.8% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Reinsurance compare with similar industries?

US Market3.46%
Financials3.50%
Insurance2.75%
Reinsurance3.22%
Life and Health Insurance3.88%
Insurance Brokers3.67%
Property and Casualty Insurance2.02%
General Insurance1.89%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
RGA Reinsurance Group of AmericaUS$205.163.2%
+US$415.7m		19.0%PE11.4x
EG Everest GroupUS$327.092.9%
+US$370.0m		-2.9%PE8.4x
RNR RenaissanceRe HoldingsUS$300.372.8%
+US$352.1m		29.1%PE5x
SPNT SiriusPointUS$22.196.6%
+US$161.4m		38.3%PE5.9x
GLRE Greenlight Capital ReUS$17.856.5%
+US$37.0m		38.1%PE8.1x

Latest News

SPNT
US$22.19
SiriusPoint
7D
6.6%
1Y
38.3%

SPNT: Neutral Outlook Will Balance Capital Moves With Execution And Earnings Risks

The analyst price target for SiriusPoint has increased from $22 to $23, with analysts citing revised assumptions around fair value, revenue growth, profit margin, and future P/E to support this change. Analyst Commentary Recent research coverage has taken a measured stance on SiriusPoint, with the new analysis tending to frame the current price target in the context of execution risk, valuation assumptions, and the durability of earnings.
RNR
US$300.37
RenaissanceRe Holdings
7D
2.8%
1Y
29.1%
OXBR
US$0.84
Oxbridge Re Holdings
7D
-5.3%
1Y
-47.4%
EG
US$327.09
Everest Group
7D
2.9%
1Y
-2.9%

EG: Share Buybacks And Underwriting Discipline Will Support Future Repricing Resilience

Narrative Update The average Street price target for Everest Group has shifted within a tight range, with recent changes spanning from a $1 reduction to a $61 increase. Analysts have updated their views based on evolving pricing trends, loss cost expectations, and valuation assessments across the broader P&C insurance space.
RGA
US$205.16
Reinsurance Group of America
7D
3.2%
1Y
19.0%

RGA: Share Repurchases And Capital Strength Will Support Earnings Power

Analysts have lifted the blended fair value estimate for Reinsurance Group of America to about $249.56 from $236.89, reflecting a series of higher price targets across the Street tied to refreshed models, updated EPS frameworks and broader sector adjustments. Analyst Commentary Recent research updates on Reinsurance Group of America show a mix of optimism on execution and earnings power, alongside some caution on sector valuation and long term assumptions.
GLRE
US$17.85
Greenlight Capital Re
7D
6.5%
1Y
38.1%
KG
US$11.08
Kestrel Group
7D
4.6%
1Y
n/a