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RenaissanceRe upgraded to In Line at Evercore ISI on valuation

As previously reported, Evercore ISI upgraded RenaissanceRe (RNR) to In Line from Underperform with a price target of $244, up from $237. While the firm is “not positive on the reinsurance sector” and notes that its estimates are “well below consensus on EPS,” it still estimates “decent” mid teen ROEs and argues that the current valuation reflects softening property reinsurance rates.

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