Global life reinsurance provider Reinsurance Group of America (NYSE: RGA) will be reporting results this Thursday after market close. Here’s what to expect.
Reinsurance Group of America beat analysts’ revenue expectations by 1.1% last quarter, reporting revenues of $5.68 billion, up 10.9% year on year. It was a slower quarter for the company, with a significant miss of analysts’ net premiums earned estimates and a significant miss of analysts’ EPS estimates.
Is Reinsurance Group of America a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Reinsurance Group of America’s revenue to grow 6.1% year on year to $6.06 billion, slowing from the 8.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $5.77 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Reinsurance Group of America has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 9.1% on average.
Looking at Reinsurance Group of America’s peers in the insurance segment, some have already reported their Q3 results, giving us a hint as to what we can expect. RenaissanceRe’s revenues decreased 19.5% year on year, beating analysts’ expectations by 9.7%, and Everest Group reported flat revenue, falling short of estimates by 2.5%. Everest Group traded down 11.4% following the results.
Read our full analysis of RenaissanceRe’s results here and Everest Group’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the insurance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.6% on average over the last month. Reinsurance Group of America is down 1.6% during the same time and is heading into earnings with an average analyst price target of $238.80 (compared to the current share price of $186.85).
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