Reinsurance Group Of America Buyback Highlights Capital Shift And Valuation Gap

Simply Wall St

Wed, February 11, 2026 at 12:15 PM GMT+9 2 min read

In this article:

RGA

-0.83%

RZB

+0.16%

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.

Reinsurance Group of America (NYSE:RGA) announced a new $500 million share repurchase program alongside record annual results.

The company reported plans to exit its U.S. group healthcare business as part of a broader capital deployment shift.

Management highlighted a renewed focus on higher return areas and disciplined use of capital.

For investors watching NYSE:RGA, this combination of record performance, portfolio reshaping, and a fresh buyback authorization puts the company firmly in focus. The stock last closed at $217.51, with returns of 7.4% over the past week, 8.0% over the past month, and 12.7% over the past year. Over a longer period, the shares are up 53.8% over 3 years and 110.5% over 5 years.

The decision to withdraw from U.S. group healthcare while committing $500 million to repurchases suggests that management is prioritizing areas where they see stronger potential returns. For you as an investor, the key questions now are how effectively RGA reallocates that capital and how this repositioning affects the company’s earnings mix and risk profile over time.

Stay updated on the most important news stories for Reinsurance Group of America by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Reinsurance Group of America.

NYSE:RGA 1-Year Stock Price Chart

Why Reinsurance Group of America could be great value

Quick Assessment

**✅ Price vs Analyst Target**: At $217.51 versus a consensus target of $244.22, the price sits about 11% below analyst expectations.

**✅ Simply Wall St Valuation**: Shares are described as trading at roughly 69.8% below estimated fair value, which is a large valuation gap.

**✅ Recent Momentum**: The 30 day return of about 8.0% points to positive short term momentum into this announcement.

Check out Simply Wall St’s in depth valuation analysis for Reinsurance Group of America.

Key Considerations

📊 The $500m buyback and exit from U.S. group healthcare indicate a focus on higher return areas and more concentrated capital use.

📊 Monitor capital returned via repurchases, the impact on EPS, and how the earnings mix changes as the healthcare exit progresses.

⚠️ A key consideration is execution risk around reallocating capital from the exited business without adding unwanted volatility to results.

Dig Deeper

For the full picture including more risks and rewards, check out the complete Reinsurance Group of America analysis.

_ This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._

Story Continues  

Companies discussed in this article include RGA.

Have feedback on this article? Concerned about the content? Get in touch with us directly._ Alternatively, email editorial-team@simplywallst.com_

Terms and Privacy Policy

Privacy Dashboard

More Info