W. R. Berkley Corporation

NYSE:WRB Rapport sur les actions

Capitalisation boursière : US$26.3b

W. R. Berkley Croissance future

Future contrôle des critères 0/6

W. R. Berkley devrait augmenter ses bénéfices et son chiffre d'affaires de 0.9% et de 0.5% par an respectivement. Le BPA devrait croître de de 3.2% par an. Le rendement des capitaux propres devrait être 17% dans 3 ans.

Informations clés

0.9%

Taux de croissance des bénéfices

3.21%

Taux de croissance du BPA

Insurance croissance des bénéfices2.0%
Taux de croissance des recettes0.5%
Rendement futur des capitaux propres16.96%
Couverture par les analystes

Good

Dernière mise à jour21 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit May 15

WRB: Capital Returns And Underwriting Discipline Will Support Future Earnings Resilience

The analyst price target for W. R.
Mise à jour du récit May 01

WRB: 2026 Execution Risks And Competition Will Pressure Future Share Re Rating

Analysts have made a modest upward revision to the average price target for W. R.
Mise à jour du récit Apr 16

WRB: Sector Headwinds And 2026 Execution Risks Will Drive Share Re Rating

Analysts have trimmed the W. R.
Seeking Alpha Apr 07

W. R. Berkley's Baby Bonds: Investment-Grade Income At A Discount

Summary W. R. Berkley Corporation (WRB) maintains strong investment-grade credit ratings and a robust balance sheet with $44.07B in assets and $3.1B in debt. WRB has delivered consistent shareholder returns, with 36 years of uninterrupted dividends and 20 consecutive years of dividend increases. The company offers four baby bonds, all trading below par, with maturities extending into the 2058–2061 range and yields ranging from 4.13% to 5.70%. Current spreads to Treasuries have narrowed since IPO, aligning with broader market trends, but all WRB baby bonds remain investment-grade rated. Read the full article on Seeking Alpha
Mise à jour du récit Apr 02

WRB: Softer P&C Pricing And Margin Pressure Will Drive Share Re-Rating

Analysts have trimmed the average price target for W. R.
Mise à jour du récit Mar 19

WRB: Future Returns Will Reflect Softening Pricing And Resilient Earnings Profile

Analysts have trimmed their average price targets on W. R.
Mise à jour du récit Mar 05

WRB: Capital Returns And Reinvestment Yields Will Support Future Earnings Resilience

The updated analyst price target for W. R.
Mise à jour du récit Feb 19

WRB: Future Returns Will Balance Softening Pricing And Full Earnings Multiple Risk

Analysts have nudged their average price targets for W. R.
Mise à jour du récit Feb 05

WRB: Future Returns Will Balance Softening Cycle And P E Compression Risk

Analysts have nudged their average price target for W. R.
Mise à jour du récit Jan 22

WRB: Future Returns Will Reflect Softening Cycle And Premium P E Compression Risk

Analysts have trimmed their price target for W. R.
Mise à jour du récit Jan 07

WRB: Future Returns Will Hinge On Softening Cycle And Premium P E Risk

Analysts have trimmed their average price target for W. R.
Mise à jour du récit Dec 18

WRB: Higher Reinvestment Yields Will Support Stronger Future Earnings Profile

Our updated price target for W. R.
Mise à jour du récit Dec 04

WRB: Future Returns Will Depend On Softening Cycle And Margin Resilience

Analysts modestly lifted their blended price target for W. R.
Mise à jour du récit Nov 20

WRB: Future Performance Will Depend On Premium Trends And Margin Pressures

W. R.
Mise à jour du récit Nov 05

WRB: Sector Shifts And Mixed Results Will Guide Share Performance Ahead

The analyst consensus price target for W. R.
Mise à jour du récit Oct 22

Analyst Sentiment Mixed as W. R. Berkley Price Target Rises Amid Valuation Shifts

The consensus analyst price target for W. R.
Mise à jour du récit Oct 08

Global Complexity And Digital Shifts Will Empower Specialty Insurance

Analysts have raised their price target for W. R.
Article d’analyse Jul 09

If EPS Growth Is Important To You, W. R. Berkley (NYSE:WRB) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Seeking Alpha Mar 29

W. R. Berkley: Fairly Valued After Mitsui Investment

Summary Shares of W.R. Berkley surged 10% after Mitsui Sumitomo Insurance announced plans to buy a 15% stake, boosting shares over 20% year-on-year. MSI's gradual open market purchases of WRB shares until March 2026 create favorable demand, with the Berkley family retaining significant control. WRB's strong financial performance, including a 22.4% operating return on equity and solid underwriting results, justifies MSI's strategic investment. Given the recent rally, WRB's valuation seems stretched; however, MSI's purchases should sustain it, making WRB a hold rather than a sell. Read the full article on Seeking Alpha
Seeking Alpha Feb 10

W. R. Berkley: A Compounding Machine, Not For Straight-Up Income Investors

Summary W. R. Berkley, an American insurance holding company that underwrites insurance and reinsurance on a global basis, focusing on commercial niche lines, is now a $22 billion (by market cap) insurance player. To date, the company has increased its dividend for 23 consecutive years, with a 10-year dividend growth rate of 9.4%. WRB grew its revenue from $7.2 billion in FY 2015 to $13.6 billion in FY 2024, a compound annual growth rate of 7.3%. The company showed healthy increases both in premiums written and investment income. Read the full article on Seeking Alpha
Seeking Alpha Feb 01

W. R. Berkley: Favorable Operating Conditions Continue To Drive Strong Earnings

Summary U.S. commercial insurer W. R. Berkley recently released fourth quarter results. Profitability continues to be excellent, aided by higher interest rates and the current upswing in the insurance cycle. This continues to be reflected in a premium valuation, with the stock's price-to-book ratio significantly ahead of its long-term average. Read the full article on Seeking Alpha
Seeking Alpha Jan 24

W. R. Berkley Q4 2024 Earnings Preview: Wait For Market Dips

Summary W. R. Berkley Corporation is a strong P&C insurer with consistent underwriting profits and superior risk management, but Q4 2024 earnings may be slightly impacted by higher catastrophe losses. The company has a decentralized structure with 60 independently managed units, allowing rapid market response and specialized knowledge across different insurance lines. Despite expected higher catastrophe losses, Berkley’s Q4 net premiums are projected to grow by 9% YoY, with stable operating expenses and strong investment income. WRB stock offers a low regular dividend yield but has a history of special dividends; current valuation suggests limited upside, recommending waiting for market dips for entry. Read the full article on Seeking Alpha
Seeking Alpha Nov 05

W. R. Berkley: Strong Results But A Premium Multiple

Summary W. R. Berkley shares have gained 27% over the past year, but recently declined 7% after Q3 results; I maintain a "hold" rating due to valuation. Q3 results showed solid performance despite higher catastrophe losses, with net written premiums rising to $3.06 billion, driven by premium inflation. Elevated interest rates boosted net investment income by 19%, and WRB's conservative fixed-income portfolio remains defensively positioned with an AA- average credit quality. WRB's forward multiple of 13.5-14x is relatively expensive; I recommend looking at Chubb for better value, though WRB's strong underwriting and buyback capacity remain positives. Read the full article on Seeking Alpha
Seeking Alpha Jun 06

W.R. Berkley: Pricing Pressure Could Weigh On Shares (Rating Downgrade)

Summary W.R. Berkley's stock has gained over 40% in the past year but has dropped 10% from its March highs. The company's Q1 earnings beat expectations, but there are concerns about a one-off boost to investment income and potential deceleration in underwriting results. Management's commentary on future growth and pricing dynamics has been disappointing, leading me to downgrade the stock to a hold. Read the full article on Seeking Alpha
Seeking Alpha Mar 28

W. R. Berkley: Good Global Insurer, Needs A Better Price

Summary W. R. Berkley is a holding group consisting of 60 individual insurance companies that provide specialty insurance products globally. The company has a strong balance sheet with assets of $37.2 billion and reserves for potential claims well-covered by assets. Management plans to allocate capital through reinvestment in existing businesses, starting new businesses or acquisitions, and continuing buybacks and dividends. While WRB's execution has been strong, it's also trading at a historically unattractive premium to tangible book value. Read the full article on Seeking Alpha
Seeking Alpha Jan 10

W. R. Berkley: Shares Fully Valued Amid A Favorable Macro Environment

Summary W. R. Berkley stock has been on a good run in recent times, buoyed by a favorable operating environment for commercial insurers. The company has a history of consistent underwriting profitability, with its combined ratio improving to the 90% area, while the higher interest rate environment is also benefiting investment income. While these tailwinds have led to a material uptick in W. R. Berkley's overall profitability, its current book value multiple fully reflects this, and investors should use the opportunity to realize profits. Read the full article on Seeking Alpha
Seeking Alpha Oct 24

W. R. Berkley: Solid Q3 Results Should Support Shares

Summary W. R. Berkley's shares have underperformed, but solid Q3 results and insurance pricing gains may boost them. The company's insurance operations have recovered from hurricane losses, and its investment portfolio is well positioned for rising interest rates. Higher premiums and improved underwriting results have led to a lower combined ratio, supporting future profitability. Read the full article on Seeking Alpha
Seeking Alpha Sep 13

W. R. Berkley Corporation: Strong ROE, Valuation Not So Much

Summary W. R. Berkley Corporation's valuation is high compared to the rest of the sector, making it an overpriced investment. The company's specialty insurance business and diverse portfolio have contributed to its impressive return on equity of 21.1%. WRB has managed to avoid volatility in the catastrophe insurance sector, leading to consistent earnings and a premium share price. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:WRB - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202814,1052,056N/A3,2873
12/31/202713,4621,953N/A3,4256
12/31/202612,8681,893N/A3,5016
3/31/202614,8511,8773,3533,507N/A
12/31/202514,7081,7793,4133,583N/A
9/30/202514,6541,9063,3303,398N/A
6/30/202514,2861,7613,4343,498N/A
3/31/202513,9291,7313,6083,676N/A
12/31/202413,6391,7563,5733,678N/A
9/30/202413,1931,5773,4643,566N/A
6/30/202412,8231,5453,2973,403N/A
3/31/202412,5051,5303,1343,230N/A
12/31/202312,1431,3812,8762,929N/A
9/30/202311,9351,3662,9673,026N/A
6/30/202311,6291,2622,6612,717N/A
3/31/202311,1461,0852,4812,536N/A
12/31/202211,1661,3812,5162,569N/A
9/30/202210,7311,2932,3852,433N/A
6/30/202210,4311,3262,4532,494N/A
3/31/202210,2141,3842,2862,351N/A
12/31/20219,4551,0222,1172,184N/A
9/30/20219,1901,0401,9432,004N/A
6/30/20218,8059311,6691,733N/A
3/31/20218,4457651,7411,775N/A
12/31/20208,0995311,5791,617N/A
9/30/20207,7633381,3961,486N/A
6/30/20207,6883511,2481,321N/A
3/31/20207,7764971,1461,218N/A
12/31/20197,902682N/A1,144N/A
9/30/20197,878695N/A1,073N/A
6/30/20197,850692N/A903N/A
3/31/20197,737655N/A719N/A
12/31/20187,692641N/A620N/A
9/30/20187,675663N/A532N/A
6/30/20187,768663N/A605N/A
3/31/20187,706592N/A615N/A
12/31/20177,685549N/A711N/A
9/30/20177,721547N/A644N/A
6/30/20177,710606N/A741N/A
3/31/20177,717606N/A783N/A
12/31/20167,654602N/A848N/A
9/30/20167,494559N/A987N/A
6/30/20167,335491N/A881N/A
3/31/20167,269505N/A961N/A
12/31/20157,206504N/A881N/A
9/30/20157,180505N/A780N/A
6/30/20157,159541N/A813N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de WRB ( 0.9% par an) est inférieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de WRB ( 0.9% par an) devraient croître plus lentement que le marché US ( 16.8% par an).

Croissance élevée des bénéfices: Les bénéfices de WRB devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de WRB ( 0.5% par an) devrait croître plus lentement que le marché de US ( 11.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de WRB ( 0.5% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de WRB devrait être faible dans 3 ans ( 17 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/24 16:22
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

W. R. Berkley Corporation est couverte par 28 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
null nullArgus Research Company
Taylor ScottBarclays
Michael ZaremskiBMO Capital Markets Equity Research