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Greenlight Capital Re (GLRE)
NASDAQ:GLRE
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Greenlight Capital Re (GLRE) Price & Analysis

96 Followers

GLRE Stock Chart & Stats

$16.99
$0.13(0.77%)
At close: 4:00 PM EDT
$16.99
$0.13(0.77%)

Bulls Say, Bears Say

Bulls Say
Conservative Balance SheetZero reported TTM debt and a materially larger equity base provide durable financial flexibility for a reinsurer. This structure helps absorb large loss events, supports underwriting capacity and strategic actions (buybacks, syndicate growth) without relying on external leverage.
Strong Cash GenerationSustained operating and free cash flow near $200M gives management durable capital to fund reserves, opportunistic buybacks and Investments in growth initiatives. While historical variability exists, current cash conversion supports long‑term capital allocation and resilience through underwriting cycles.
Growing, Profitable Innovations Unit & Lloyd's ExpansionA profitable, fast‑growing Innovations segment plus approval to convert Syndicate 3456 into a full Lloyd's syndicate is a structural growth lever. It diversifies distribution into MGA and treaty channels, increases capacity and creates a repeatable source of underwriting profit outside core Open Market cycles.
Bears Say
Underwriting Volatility And Cat ExposureMaterial catastrophe and large‑loss sensitivity drives persistent underwriting earnings volatility. High cat loadings and episodic reserving (e.g., $25M booked for Middle East conflict) can push combined ratios to break‑even or loss, creating unpredictable capital demands and reserve uncertainty over multi‑quarter horizons.
Concentrated Investment Exposure And LossesA concentrated investment allocation (notably to Solasglas and active positions) has produced large quarterly investment swings that materially affect earnings and book value. For a reinsurer, volatile investment returns reduce surplus stability and can constrain underwriting capacity or prompt procyclical actions in stressed markets.
Intentional Premium/exposure ContractionManagement is reducing net exposure amid market and geopolitical risks, which lowers scale and earned premium base. While prudent for risk control, sustained shrinkage can limit long‑term revenue growth, reduce diversification benefits, and place more reliance on smaller segments (Innovations) to drive future earnings.

Greenlight Capital Re News

GLRE FAQ

What was Greenlight Capital Re’s price range in the past 12 months?
Greenlight Capital Re lowest stock price was $11.56 and its highest was $19.39 in the past 12 months.
    What is Greenlight Capital Re’s market cap?
    Greenlight Capital Re’s market cap is $504.64M.
      When is Greenlight Capital Re’s upcoming earnings report date?
      Greenlight Capital Re’s upcoming earnings report date is Nov 09, 2026 which is in 86 days.
        How were Greenlight Capital Re’s earnings last quarter?
        Greenlight Capital Re released its earnings results on Aug 04, 2026. The company reported -$0.89 earnings per share for the quarter, missing the consensus estimate of -$0.345 by -$0.545.
          Is Greenlight Capital Re overvalued?
          According to Wall Street analysts Greenlight Capital Re’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Greenlight Capital Re pay dividends?
            Greenlight Capital Re does not currently pay dividends.
            What is Greenlight Capital Re’s EPS estimate?
            Greenlight Capital Re’s EPS estimate is 0.5.
              How many shares outstanding does Greenlight Capital Re have?
              Greenlight Capital Re has 32,641,342 shares outstanding.
                What happened to Greenlight Capital Re’s price movement after its last earnings report?
                Greenlight Capital Re reported an EPS of -$0.89 in its last earnings report, missing expectations of -$0.345. Following the earnings report the stock price went down -3.729%.
                  Which hedge fund is a major shareholder of Greenlight Capital Re?
                  Currently, no hedge funds are holding shares in GLRE
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Greenlight Capital Re

                    Greenlight Capital Re, Ltd., through its subsidiaries, operates as a property and casualty reinsurance company worldwide. It operates through Open Market and Innovations segments. The company offers casualty reinsurance, such as automobile liability and general liability. It also provides coverages for casualty, including general liability, umbrella, multiline casualty, and workers’ compensation; financial, such as mortgage, trade credit, surety, transactional liability, and financial multiline; health, which include primarily accident and critical illness; multiline comprising FAL business, coupled with multiline commercial and personal auto liability, BOP, and multiline commercial; property, including commercial property and property catastrophe; and specialty products and services, such as agriculture, cyber, marine and energy, aviation and space, specialty multiline, and WPVT which covers losses relating to war, political violence, and terrorism. The company markets its products through reinsurance brokers. Greenlight Capital Re, Ltd. was incorporated in 2004 and is headquartered in Grand Cayman, the Cayman Islands.

                    Greenlight Capital Re (GLRE) Earnings & Revenues

                    GLRE Company Deck

                    GLRE Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call described a quarter with meaningful near-term challenges—namely a $29.6 million net loss driven by investment losses (Solasglas weak in Q2) and catastrophe/large-loss reserving related to the Middle East conflict and a Qatar facility loss—balanced against clear operational positives: a profitable and fast-growing Innovations segment, improved attritional loss metrics, active capital allocation (buybacks) and a strategic win with Lloyd's syndicate approval. Management also noted that the Q2 investment loss largely reversed in July and that investment net exposure was being actively managed.View all GLRE earnings summaries
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                    Ownership Overview

                    24.76%10.40%7.85%42.87%
                    24.76% Insiders
                    7.85% Other Institutional Investors
                    42.87% Public Companies and
                    Individual Investors
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