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RGRGA

What Reinsurance Group of America promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

5 of 5 judged targets kept · 17 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Capital deployed into in-force transactions (2026)around $1.5 billionDec 2025Jun 2026:we do have several levers to achieve the 8% to 10% EPS growth target, which does provide flexibility. Those include things like the capital deployment and to the in-force transactions and organic flow business, positive contributions from our investment portfolio, effective in-force management and shareholder returns.
Call transcript, Jun 2026 · no direct link
Diluted
Corporate and Other segment quarterly loss run rate (2026)$50 million to $55 million per quarterDec 2025Jun 2026:our Corporate and Other segment reported adjusted operating loss before tax of $35 million. This was better than our expectations due to, again, strong VII and lower financing costs.
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

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A free account opens 5 company ledgers a month. All 22 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 22 tracked commitments for Reinsurance Group of America

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.