View ValuationW. R. Berkley 将来の成長Future 基準チェック /06W. R. Berkley利益と収益がそれぞれ年間0.9%と0.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17% 3.2%なると予測されています。主要情報0.9%収益成長率3.21%EPS成長率Insurance 収益成長2.0%収益成長率0.5%将来の株主資本利益率16.96%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報Price Target Changed • Jan 30Price target increased by 8.2% to US$84.12Up from US$77.73, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of US$81.63. Stock is up 16% over the past year. The company is forecast to post earnings per share of US$6.14 for next year compared to US$5.10 last year.すべての更新を表示Recent updatesナラティブの更新 • May 15WRB: Capital Returns And Underwriting Discipline Will Support Future Earnings ResilienceThe analyst price target for W. R.ナラティブの更新 • May 01WRB: 2026 Execution Risks And Competition Will Pressure Future Share Re RatingAnalysts have made a modest upward revision to the average price target for W. R.お知らせ • Apr 25W. R. Berkley Corporation, Annual General Meeting, Jun 03, 2026W. R. Berkley Corporation, Annual General Meeting, Jun 03, 2026.Reported Earnings • Apr 22First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$1.31 (up from US$1.05 in 1Q 2025). Revenue: US$3.69b (up 4.0% from 1Q 2025). Net income: US$515.2m (up 23% from 1Q 2025). Profit margin: 14% (up from 12% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to stay flat during the next 3 years compared to a 3.2% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.ナラティブの更新 • Apr 16WRB: Sector Headwinds And 2026 Execution Risks Will Drive Share Re RatingAnalysts have trimmed the W. R.Seeking Alpha • Apr 07W. R. Berkley's Baby Bonds: Investment-Grade Income At A DiscountSummary 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ナラティブの更新 • Apr 02WRB: Softer P&C Pricing And Margin Pressure Will Drive Share Re-RatingAnalysts have trimmed the average price target for W. R.お知らせ • Mar 27W. R. Berkley Corporation to Report Q1, 2026 Results on Apr 21, 2026W. R. Berkley Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 21, 2026ナラティブの更新 • Mar 19WRB: Future Returns Will Reflect Softening Pricing And Resilient Earnings ProfileAnalysts have trimmed their average price targets on W. R.お知らせ • Mar 10W. R. Berkley Corporation Announces the Appointment of Ryan Miller as President of Berkley Southeast, Effective March 9, 2026W. R. Berkley Corporation announced the appointment of Ryan Miller as president of Berkley Southeast, effective March 9, 2026. Mr. Miller has more than 25 years of progressive leadership experience in commercial insurance operations, underwriting, and field management. He most recently served as senior vice president and chief field operations manager at a large, regional carrier with accountability for growth, profitability, and operational excellence. He has spent his entire career working to provide customers across the southeastern United States with solutions for their commercial insurance needs, and brings a unique skillset comprised of local knowledge, local relationships, and a passion for exceeding customer expectations to Berkley Southeast.ナラティブの更新 • Mar 05WRB: Capital Returns And Reinvestment Yields Will Support Future Earnings ResilienceThe updated analyst price target for W. R.Reported Earnings • Mar 02Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$4.48 (up from US$4.39 in FY 2024). Revenue: US$14.7b (up 7.8% from FY 2024). Net income: US$1.78b (up 1.3% from FY 2024). Profit margin: 12% (in line with FY 2024). Combined ratio: 90.7% (up from 90.3% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to stay flat during the next 3 years compared to a 3.2% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 17% per year.ナラティブの更新 • Feb 19WRB: Future Returns Will Balance Softening Pricing And Full Earnings Multiple RiskAnalysts have nudged their average price targets for W. R.Declared Dividend • Feb 18Fourth quarter dividend of US$0.09 announcedShareholders will receive a dividend of US$0.09. Ex-date: 23rd February 2026 Payment date: 4th March 2026 Dividend yield will be 2.6%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 29% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 14W. R. Berkley Corporation Declares Regular Quarterly Cash Dividend, Payable on March 4, 2026W. R. Berkley Corporation announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 9 cents per share to be paid on March 4, 2026 to stockholders of record at the close of business on February 23, 2026.ナラティブの更新 • Feb 05WRB: Future Returns Will Balance Softening Cycle And P E Compression RiskAnalysts have nudged their average price target for W. R.Reported Earnings • Jan 27Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$4.48 (up from US$4.39 in FY 2024). Revenue: US$14.7b (up 7.8% from FY 2024). Net income: US$1.78b (up 1.3% from FY 2024). Profit margin: 12% (in line with FY 2024). Combined ratio: 90.7% (up from 90.3% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 13% per year.ナラティブの更新 • Jan 22WRB: Future Returns Will Reflect Softening Cycle And Premium P E Compression RiskAnalysts have trimmed their price target for W. R.ナラティブの更新 • Jan 07WRB: Future Returns Will Hinge On Softening Cycle And Premium P E RiskAnalysts have trimmed their average price target for W. R.お知らせ • Jan 07W. R. Berkley Corporation to Report Q4, 2025 Results on Jan 26, 2026W. R. Berkley Corporation announced that they will report Q4, 2025 results After-Market on Jan 26, 2026お知らせ • Jan 02W. R. Berkley Corporation Announces Executive Changes, Effective January 2, 2026W. R. Berkley Corporation announced that Lee Iannarone has been named executive vice president. He is succeeded by Stephen Kennedy, who has been named senior vice president and general counsel. The appointments are effective January 2, 2026. Mr. Iannarone began his tenure with the Company in 2023 as senior vice president and general counsel. In his new role, he will assume oversight of certain of the Company’s businesses. He has more than 25 years of experience and previously served as general counsel and chief compliance officer for an internationally recognized (re)insurer. Mr. Kennedy joined W. R. Berkley Corporation as vice president - senior counsel in 2020. He has extensive experience in insurance and reinsurance transactions, regulatory and compliance matters, corporate governance, and dispute resolution. Prior to joining Berkley, he served as a senior equity partner at an international law firm, vice president – litigation & claims counsel at a leading domestic reinsurance company, and as a litigation associate at another international law firm.ナラティブの更新 • Dec 18WRB: Higher Reinvestment Yields Will Support Stronger Future Earnings ProfileOur updated price target for W. R.Declared Dividend • Dec 10Third quarter dividend of US$1.09 announcedShareholders will receive a dividend of US$1.09. Ex-date: 15th December 2025 Payment date: 29th December 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 06+ 1 more updateW. R. Berkley Corporation Declares Regular Quarterly Cash Dividend, Payable on December 29,2025W. R. Berkley Corporation announced Board of Directors has declared a regular quarterly cash dividend on its common stock of 9 cents per share to be paid on December 29,2025 to stockholders of record at the close of business on December 15, 2025.ナラティブの更新 • Dec 04WRB: Future Returns Will Depend On Softening Cycle And Margin ResilienceAnalysts modestly lifted their blended price target for W. R.ナラティブの更新 • Nov 20WRB: Future Performance Will Depend On Premium Trends And Margin PressuresW. R.ナラティブの更新 • Nov 05WRB: Sector Shifts And Mixed Results Will Guide Share Performance AheadThe analyst consensus price target for W. R.ナラティブの更新 • Oct 22Analyst Sentiment Mixed as W. R. Berkley Price Target Rises Amid Valuation ShiftsThe consensus analyst price target for W. R.Reported Earnings • Oct 21Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$1.29 (up from US$0.92 in 3Q 2024). Revenue: US$3.77b (up 11% from 3Q 2024). Net income: US$511.0m (up 40% from 3Q 2024). Profit margin: 14% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 18% per year.ナラティブの更新 • Oct 08Global Complexity And Digital Shifts Will Empower Specialty InsuranceAnalysts have raised their price target for W. R.お知らせ • Sep 22W. R. Berkley Corporation to Report Q3, 2025 Results on Oct 20, 2025W. R. Berkley Corporation announced that they will report Q3, 2025 results After-Market on Oct 20, 2025Declared Dividend • Sep 14Second quarter dividend of US$0.09 announcedShareholders will receive a dividend of US$0.09. Ex-date: 22nd September 2025 Payment date: 30th September 2025 Dividend yield will be 1.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 29% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 11W. R. Berkley Corporation Declares Regular Quarterly Cash Dividend, Payable on September 30,2025W. R. Berkley Corporation announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 9 cents per share to be paid on September 30,2025 to stockholders of record at the close of business on September 22, 2025.お知らせ • Aug 20W. R. Berkley Corporation Appoints Jamie Secor as President of Berkley EdgeW. R. Berkley Corporation announced the formation of Berkley Edge, a new business dedicated to providing professional liability and casualty insurance for small to mid-sized businesses. Jamie Secor has been named president of the new business. During her 25-year career in the insurance industry, Ms. Secor has held various executive and leadership positions, having most recently served as chief underwriting officer at a respected specialty lines property and casualty insurance company. She has an extensive background in underwriting and finding solutions for hard-to-place risks.Reported Earnings • Jul 22Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$1.01 (up from US$0.93 in 2Q 2024). Revenue: US$3.67b (up 11% from 2Q 2024). Net income: US$401.3m (up 7.9% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.9%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.お知らせ • Jul 22Berkley One Classics Introduces A Redesigned Product and Lower Rates in GeorgiaBerkley One announced that Berkley One Classics has introduced new policy and pricing updates for the Georgia market. Rate reductions have been implemented on multi-car and low-deductible accounts, complemented by expanded multi-car discounts to include new savings for accounts with two or more collector vehicles. The updated policy form expands the coverage window for Newly Acquired Vehicles from 30 to 60 days, eliminates the vermin exclusion, and adds Disaster Relocation coverage of up to $500 per vehicle, with a $5,000 cap per policy period. Two new optional endorsements are also now available: Salvage Value, which allows retention of savings up to $50,000 following a total covered loss, and One Value, which bundles coverage for car covers, tools, documents, personal effects, and post-loss trailering. These enhancements mark Berkley One Classics' 51st year with continued investment in coverage flexibility and collector-focused service.分析記事 • Jul 09If EPS Growth Is Important To You, W. R. Berkley (NYSE:WRB) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Jun 24W. R. Berkley Corporation to Report Q2, 2025 Results on Jul 21, 2025W. R. Berkley Corporation announced that they will report Q2, 2025 results After-Market on Jul 21, 2025Declared Dividend • Jun 15First quarter dividend of US$0.59 announcedShareholders will receive a dividend of US$0.59. Ex-date: 23rd June 2025 Payment date: 30th June 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 12+ 1 more updateW. R. Berkley Corporation Declares First Regular Quarterly Cash Dividend, Payable on June 30, 2025The Board of Directors of W. R. Berkley Corporation has voted to increase the regular cash dividend to an annual rate of 36 cents per share, representing a 12.5% increase from the present rate. The first regular quarterly dividend at the new rate of 9 cents per share will be paid on June 30, 2025 to stockholders of record at the close of business on June 23, 2025.Reported Earnings • Apr 22First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: US$1.05 (down from US$1.10 in 1Q 2024). Revenue: US$3.55b (up 8.9% from 1Q 2024). Net income: US$417.6m (down 5.6% from 1Q 2024). Profit margin: 12% (down from 14% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.お知らせ • Apr 16W. R. Berkley Corporation, Annual General Meeting, Jun 11, 2025W. R. Berkley Corporation, Annual General Meeting, Jun 11, 2025. Location: 475 steamboat road, greenwich, connecticut, United Statesお知らせ • Apr 04W. R. Berkley Corporation Announces Executive ChangesW. R. Berkley Corporation announced the appointment of Michael G. MacMullin as president of Berkley Luxury Group. He succeeds Shadi Albert, who remains a key member of the W. R. Berkley Corporation team. The appointment is effective immediately. Mr. MacMullin joins Berkley Luxury Group with more than 25 years of wide-ranging property and casualty insurance industry experience. He has held multiple leadership positions in the commercial insurance space, most recently leading all aspects of strategic portfolio initiatives and the product management lifecycle at a large U.S. insurance group. He has a long, accomplished history of driving sustained strong performance and positioning operations for profitable growth.Seeking Alpha • Mar 29W. R. Berkley: Fairly Valued After Mitsui InvestmentSummary 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お知らせ • Mar 26W. R. Berkley Corporation to Report Q1, 2025 Results on Apr 21, 2025W. R. Berkley Corporation announced that they will report Q1, 2025 results After-Market on Apr 21, 2025お知らせ • Mar 07W. R. Berkley Corporation Appoints Heath Kidd as Executive Vice PresidentW. R. Berkley Corporation announced the appointment of Heath Kidd as executive vice president. The appointment is effective immediately. Mr. Kidd joins Berkley with more than 30 years of experience in the property casualty insurance industry with leadership roles across various disciplines, including strategy, underwriting, risk control, product development, claims, and analytics. He most recently served as vice president of industry practices for the North American underwriting office of a major national carrier.お知らせ • Mar 03W. R. Berkley Corporation Appoints Stephanie Lloyd as President of Berkley Embedded SolutionsW. R. Berkley Corporation announced the formation of Berkley Embedded Solutions to deliver tailored insurance products and services to customers at the point of purchase. This new business will bring together the best of modern technology, purpose-built digital-first insurance products, and complementary services with Berkley’s strong underwriting culture and reach. Stephanie Lloyd has been named president of the new business, effective immediately. Ms. Lloyd joins Berkley with 20 years of experience in the property and casualty insurance business, with leadership roles that spanned underwriting, product development, and distribution. She most recently led a successful global technology company in the digital health and well-being space, serving as its chief executive officer.Declared Dividend • Feb 27Fourth quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 3rd March 2025 Payment date: 12th March 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 22W. R. Berkley Corporation Declares Regular Quarterly Cash Dividend, Payable on March 12, 2025W. R. Berkley Corporation announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 8 cents per share to be paid on March 12, 2025 to stockholders of record at the close of business on March 3, 2025.Seeking Alpha • Feb 10W. R. Berkley: A Compounding Machine, Not For Straight-Up Income InvestorsSummary 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 AlphaSeeking Alpha • Feb 01W. R. Berkley: Favorable Operating Conditions Continue To Drive Strong EarningsSummary 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 AlphaReported Earnings • Jan 28Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$4.39 (up from US$3.40 in FY 2023). Revenue: US$13.6b (up 12% from FY 2023). Net income: US$1.76b (up 27% from FY 2023). Profit margin: 13% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Combined ratio: 90.3% (up from 89.7% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.Seeking Alpha • Jan 24W. R. Berkley Q4 2024 Earnings Preview: Wait For Market DipsSummary 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お知らせ • Jan 08W. R. Berkley Corporation to Report Q4, 2024 Results on Jan 27, 2025W. R. Berkley Corporation announced that they will report Q4, 2024 results After-Market on Jan 27, 2025Declared Dividend • Dec 11Third quarter dividend of US$0.58 announcedShareholders will receive a dividend of US$0.58. Ex-date: 16th December 2024 Payment date: 27th December 2024 Dividend yield will be 2.7%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 07+ 1 more updateW. R. Berkley Corporation Declares Regular Quarterly Cash Dividend, Payable on December 27, 2024W. R. Berkley Corporation announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 8 cents per share to be paid on December 27, 2024 to stockholders of record at the close of business on December 16, 2024.Seeking Alpha • Nov 05W. R. Berkley: Strong Results But A Premium MultipleSummary 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 AlphaReported Earnings • Oct 22Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: US$0.92 (up from US$0.83 in 3Q 2023). Revenue: US$3.40b (up 12% from 3Q 2023). Net income: US$365.6m (up 9.6% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 30W. R. Berkley Corporation to Report Q3, 2024 Results on Oct 21, 2024W. R. Berkley Corporation announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Oct 21, 2024Declared Dividend • Sep 15Second quarter dividend of US$0.33 announcedShareholders will receive a dividend of US$0.33. Ex-date: 23rd September 2024 Payment date: 30th September 2024 Dividend yield will be 2.9%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 12W. R. Berkley Corp. Names Antonio Q. L. Rhodes President of Berkley Mid-Atlantic Insurance GroupW. R. Berkley Corp. has reported the appointment of Antonio Q. L. Rhodes as president of Berkley Mid-Atlantic Insurance Group (BMAG), a Berkley company. Rhodes is an accomplished insurance executive with nearly 20 years of property and casualty insurance industry experience. He most recently served as executive vice president and head of property & casualty for a leading agency network and brokerage firm with countrywide responsibility for programs, central placement, and large and complex insurance.Reported Earnings • Jul 23Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: US$0.93 (up from US$0.88 in 2Q 2023). Revenue: US$3.31b (up 11% from 2Q 2023). Net income: US$371.9m (up 4.4% from 2Q 2023). Profit margin: 11% (in line with 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 17% per year.お知らせ • Jun 27W. R. Berkley Corporation to Report Q2, 2024 Results on Jul 22, 2024W. R. Berkley Corporation announced that they will report Q2, 2024 results After-Market on Jul 22, 2024Upcoming Dividend • Jun 18Upcoming dividend of US$0.62 per shareEligible shareholders must have bought the stock before 24 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 7.7% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.8%). In line with average of industry peers (1.9%).お知らせ • Jun 15+ 1 more updateW. R. Berkley Corporation Declares Special Cash Dividend, Payable on June 28, 2024W. R. Berkley Corporation announced that its Board of Directors has declared a special cash dividend on its common stock of 50 cents per share to be paid on June 28, 2024 to stockholders of record at the close of business on June 24, 2024.お知らせ • Jun 14W. R. Berkley Corporation Approves the Appointment of Marie A. Mattson as DirectorW. R. Berkley Corporation at its AGM held on June 12, 2024, approved the appointment of Marie A. Mattson as director until respective successors are duly elected and qualified, unless sooner displaced.Seeking Alpha • Jun 06W.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 AlphaNew Risk • May 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.お知らせ • Apr 28W. R. Berkley Corporation, Annual General Meeting, Jun 12, 2024W. R. Berkley Corporation, Annual General Meeting, Jun 12, 2024, at 13:30 US Eastern Standard Time. Location: offices at 475 Steamboat Road, Greenwich Greenwich Connecticut United States Agenda: To elect as directors to serve until their successors are duly elected and qualified the six nominees named in the accompanying proxy statement; o ratify the appointment of KPMG LLP as the independent registered public accounting firm for the Company for the fiscal year ending December 31, 2024; and to discuss other matters.Reported Earnings • Apr 24First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: US$1.65 (up from US$1.07 in 1Q 2023). Revenue: US$3.26b (up 13% from 1Q 2023). Net income: US$442.5m (up 50% from 1Q 2023). Profit margin: 14% (up from 10% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 14% per year.Seeking Alpha • Mar 28W. R. Berkley: Good Global Insurer, Needs A Better PriceSummary 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お知らせ • Mar 27W. R. Berkley Corporation to Report Q1, 2024 Results on Apr 23, 2024W. R. Berkley Corporation announced that they will report Q1, 2024 results Pre-Market on Apr 23, 2024Declared Dividend • Feb 28Fourth quarter dividend of US$0.11 announcedShareholders will receive a dividend of US$0.11. Ex-date: 1st March 2024 Payment date: 13th March 2024 Dividend yield will be 1.7%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 26Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: US$5.10 (up from US$4.99 in FY 2022). Revenue: US$12.1b (up 8.7% from FY 2022). Net income: US$1.38b (flat on FY 2022). Profit margin: 11% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 22% per year.お知らせ • Feb 24W. R. Berkley Corporation Declares Regular Quarterly Cash Dividend, Payable on March 13,2024W. R. Berkley Corporation announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 11 cents per share to be paid on March 13,2024 to stockholders of record at the close of business on March 4, 2024.Price Target Changed • Jan 30Price target increased by 8.2% to US$84.12Up from US$77.73, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of US$81.63. Stock is up 16% over the past year. The company is forecast to post earnings per share of US$6.14 for next year compared to US$5.10 last year.Reported Earnings • Jan 25Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: US$5.10 (up from US$4.99 in FY 2022). Revenue: US$12.1b (up 8.7% from FY 2022). Net income: US$1.38b (flat on FY 2022). Profit margin: 11% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 25% per year.Seeking Alpha • Jan 10W. R. Berkley: Shares Fully Valued Amid A Favorable Macro EnvironmentSummary 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お知らせ • Jan 05W. R. Berkley Corporation to Report Q4, 2023 Results on Jan 24, 2024W. R. Berkley Corporation announced that they will report Q4, 2023 results After-Market on Jan 24, 2024お知らせ • Dec 15W. R. Berkley Corporation Announces Executive ChangesW. R. Berkley Corporation announced the appointment of Mark Schuermann as president of Berkley Entertainment, a Berkley company. He succeeds Cindy Broschart, who has been named chair of the business. The appointments are effective immediately. Mr. Schuermann joined Berkley Entertainment as chief operating officer in 2021. Prior to joining Berkley Entertainment, he had an extensive career at a leading diversified media company, where he provided executive leadership across their financial and risk management disciplines. Ms. Broschart was named president of Berkley Entertainment upon its formation in 2004. Under her leadership, the business has grown to become a leading provider of insurance coverage solutions for the entertainment industry. As chair, she will support the Berkley Entertainment team through the transition and remain a key member of the W. R. Berkley Corporation team.お知らせ • Dec 09+ 1 more updateW. R. Berkley Corporation Declares Special Cash Dividend, Payable on December 27, 2023W. R. Berkley Corporation announced that its Board of Directors has declared a special cash dividend on its common stock of 50 cents per share to be paid on December 27, 2023 to stockholders of record at the close of business on December 18, 2023.お知らせ • Nov 15W. R. Berkley Corporation Names Christopher H. Balch President of Berkley Technology UnderwritersW. R. Berkley Corporation announced the appointment of Christopher H. Balch as president of Berkley Technology Underwriters, a Berkley company. He succeeds Matthew A. Mueller, who has been named chairman of the business. The appointments are effective immediately. Mr. Balch joins Berkley Technology Underwriters with nearly 20 years of experience in the property and casualty insurance industry. He has extensive leadership experience, most recently in insurance distribution. His prior experience includes various technical and management roles at a leading national insurance company with a particular focus in the commercial insurance market. Mr. Mueller joined Berkley as president of Berkley Technology Underwriters when it was formed in 2011. Under his leadership, the business has grown to become an important participant in the market for technology coverages. As chairman, he will support the Berkley Technology Underwriters team through the transition and remain a key member of the W. R. Berkley Corporation team.Reported Earnings • Oct 25Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: US$1.24 (up from US$0.83 in 3Q 2022). Revenue: US$3.03b (up 11% from 3Q 2022). Net income: US$333.6m (up 46% from 3Q 2022). Profit margin: 11% (up from 8.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Oct 24W. R. Berkley: Solid Q3 Results Should Support SharesSummary 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お知らせ • Oct 01W. R. Berkley Corporation Names John J. Forte President of Berkley Public EntityW. R. Berkley Corporation announced the appointment of John J. Forte as president of Berkley Public Entity. Mr. Forte joined Berkley Public Entity as senior vice president, chief underwriting officer and chief operating officer in 2018. He has over 20 years of experience in the property and casualty insurance industry, where he has served in various technical and leadership roles with a particular focus in the public entity insurance market.お知らせ • Sep 26W. R. Berkley Corporation to Report Q3, 2023 Results on Oct 23, 2023W. R. Berkley Corporation announced that they will report Q3, 2023 results After-Market on Oct 23, 2023お知らせ • Sep 14+ 1 more updateW. R. Berkley Corporation Declares Regular Quarterly Cash Dividends, Payable on October 4, 2023W. R. Berkley Corporation announced has declared a regular quarterly cash dividend on its common stock of 11 cents per share to be paid on October 4, 2023 to stockholders of record at the close of business on September 25, 2023.Seeking Alpha • Sep 13W. R. Berkley Corporation: Strong ROE, Valuation Not So MuchSummary 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業績と収益の成長予測NYSE:WRB - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202814,1052,056N/A3,287312/31/202713,4621,953N/A3,425612/31/202612,8681,893N/A3,50163/31/202614,8511,8773,3533,507N/A12/31/202514,7081,7793,4133,583N/A9/30/202514,6541,9063,3303,398N/A6/30/202514,2861,7613,4343,498N/A3/31/202513,9291,7313,6083,676N/A12/31/202413,6391,7563,5733,678N/A9/30/202413,1931,5773,4643,566N/A6/30/202412,8231,5453,2973,403N/A3/31/202412,5051,5303,1343,230N/A12/31/202312,1431,3812,8762,929N/A9/30/202311,9351,3662,9673,026N/A6/30/202311,6291,2622,6612,717N/A3/31/202311,1461,0852,4812,536N/A12/31/202211,1661,3812,5162,569N/A9/30/202210,7311,2932,3852,433N/A6/30/202210,4311,3262,4532,494N/A3/31/202210,2141,3842,2862,351N/A12/31/20219,4551,0222,1172,184N/A9/30/20219,1901,0401,9432,004N/A6/30/20218,8059311,6691,733N/A3/31/20218,4457651,7411,775N/A12/31/20208,0995311,5791,617N/A9/30/20207,7633381,3961,486N/A6/30/20207,6883511,2481,321N/A3/31/20207,7764971,1461,218N/A12/31/20197,902682N/A1,144N/A9/30/20197,878695N/A1,073N/A6/30/20197,850692N/A903N/A3/31/20197,737655N/A719N/A12/31/20187,692641N/A620N/A9/30/20187,675663N/A532N/A6/30/20187,768663N/A605N/A3/31/20187,706592N/A615N/A12/31/20177,685549N/A711N/A9/30/20177,721547N/A644N/A6/30/20177,710606N/A741N/A3/31/20177,717606N/A783N/A12/31/20167,654602N/A848N/A9/30/20167,494559N/A987N/A6/30/20167,335491N/A881N/A3/31/20167,269505N/A961N/A12/31/20157,206504N/A881N/A9/30/20157,180505N/A780N/A6/30/20157,159541N/A813N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: WRBの予測収益成長率 (年間0.9% ) は 貯蓄率 ( 3.5% ) を下回っています。収益対市場: WRBの収益 ( 0.9% ) US市場 ( 16.9% ) よりも低い成長が予測されています。高成長収益: WRBの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: WRBの収益 ( 0.5% ) US市場 ( 11.9% ) よりも低い成長が予測されています。高い収益成長: WRBの収益 ( 0.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: WRBの 自己資本利益率 は、3年後には低くなると予測されています ( 17 %)。成長企業の発掘7D1Y7D1Y7D1YInsurance 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/27 08:23終値2026/05/27 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋W. R. Berkley Corporation 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28 アナリスト機関null nullArgus Research CompanyTaylor ScottBarclaysMichael ZaremskiBMO Capital Markets Equity Research25 その他のアナリストを表示
Price Target Changed • Jan 30Price target increased by 8.2% to US$84.12Up from US$77.73, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of US$81.63. Stock is up 16% over the past year. The company is forecast to post earnings per share of US$6.14 for next year compared to US$5.10 last year.
ナラティブの更新 • May 15WRB: Capital Returns And Underwriting Discipline Will Support Future Earnings ResilienceThe analyst price target for W. R.
ナラティブの更新 • May 01WRB: 2026 Execution Risks And Competition Will Pressure Future Share Re RatingAnalysts have made a modest upward revision to the average price target for W. R.
お知らせ • Apr 25W. R. Berkley Corporation, Annual General Meeting, Jun 03, 2026W. R. Berkley Corporation, Annual General Meeting, Jun 03, 2026.
Reported Earnings • Apr 22First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$1.31 (up from US$1.05 in 1Q 2025). Revenue: US$3.69b (up 4.0% from 1Q 2025). Net income: US$515.2m (up 23% from 1Q 2025). Profit margin: 14% (up from 12% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to stay flat during the next 3 years compared to a 3.2% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.
ナラティブの更新 • Apr 16WRB: Sector Headwinds And 2026 Execution Risks Will Drive Share Re RatingAnalysts have trimmed the W. R.
Seeking Alpha • Apr 07W. R. Berkley's Baby Bonds: Investment-Grade Income At A DiscountSummary 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
ナラティブの更新 • Apr 02WRB: Softer P&C Pricing And Margin Pressure Will Drive Share Re-RatingAnalysts have trimmed the average price target for W. R.
お知らせ • Mar 27W. R. Berkley Corporation to Report Q1, 2026 Results on Apr 21, 2026W. R. Berkley Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 21, 2026
ナラティブの更新 • Mar 19WRB: Future Returns Will Reflect Softening Pricing And Resilient Earnings ProfileAnalysts have trimmed their average price targets on W. R.
お知らせ • Mar 10W. R. Berkley Corporation Announces the Appointment of Ryan Miller as President of Berkley Southeast, Effective March 9, 2026W. R. Berkley Corporation announced the appointment of Ryan Miller as president of Berkley Southeast, effective March 9, 2026. Mr. Miller has more than 25 years of progressive leadership experience in commercial insurance operations, underwriting, and field management. He most recently served as senior vice president and chief field operations manager at a large, regional carrier with accountability for growth, profitability, and operational excellence. He has spent his entire career working to provide customers across the southeastern United States with solutions for their commercial insurance needs, and brings a unique skillset comprised of local knowledge, local relationships, and a passion for exceeding customer expectations to Berkley Southeast.
ナラティブの更新 • Mar 05WRB: Capital Returns And Reinvestment Yields Will Support Future Earnings ResilienceThe updated analyst price target for W. R.
Reported Earnings • Mar 02Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$4.48 (up from US$4.39 in FY 2024). Revenue: US$14.7b (up 7.8% from FY 2024). Net income: US$1.78b (up 1.3% from FY 2024). Profit margin: 12% (in line with FY 2024). Combined ratio: 90.7% (up from 90.3% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to stay flat during the next 3 years compared to a 3.2% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 17% per year.
ナラティブの更新 • Feb 19WRB: Future Returns Will Balance Softening Pricing And Full Earnings Multiple RiskAnalysts have nudged their average price targets for W. R.
Declared Dividend • Feb 18Fourth quarter dividend of US$0.09 announcedShareholders will receive a dividend of US$0.09. Ex-date: 23rd February 2026 Payment date: 4th March 2026 Dividend yield will be 2.6%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 29% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 14W. R. Berkley Corporation Declares Regular Quarterly Cash Dividend, Payable on March 4, 2026W. R. Berkley Corporation announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 9 cents per share to be paid on March 4, 2026 to stockholders of record at the close of business on February 23, 2026.
ナラティブの更新 • Feb 05WRB: Future Returns Will Balance Softening Cycle And P E Compression RiskAnalysts have nudged their average price target for W. R.
Reported Earnings • Jan 27Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: US$4.48 (up from US$4.39 in FY 2024). Revenue: US$14.7b (up 7.8% from FY 2024). Net income: US$1.78b (up 1.3% from FY 2024). Profit margin: 12% (in line with FY 2024). Combined ratio: 90.7% (up from 90.3% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 13% per year.
ナラティブの更新 • Jan 22WRB: Future Returns Will Reflect Softening Cycle And Premium P E Compression RiskAnalysts have trimmed their price target for W. R.
ナラティブの更新 • Jan 07WRB: Future Returns Will Hinge On Softening Cycle And Premium P E RiskAnalysts have trimmed their average price target for W. R.
お知らせ • Jan 07W. R. Berkley Corporation to Report Q4, 2025 Results on Jan 26, 2026W. R. Berkley Corporation announced that they will report Q4, 2025 results After-Market on Jan 26, 2026
お知らせ • Jan 02W. R. Berkley Corporation Announces Executive Changes, Effective January 2, 2026W. R. Berkley Corporation announced that Lee Iannarone has been named executive vice president. He is succeeded by Stephen Kennedy, who has been named senior vice president and general counsel. The appointments are effective January 2, 2026. Mr. Iannarone began his tenure with the Company in 2023 as senior vice president and general counsel. In his new role, he will assume oversight of certain of the Company’s businesses. He has more than 25 years of experience and previously served as general counsel and chief compliance officer for an internationally recognized (re)insurer. Mr. Kennedy joined W. R. Berkley Corporation as vice president - senior counsel in 2020. He has extensive experience in insurance and reinsurance transactions, regulatory and compliance matters, corporate governance, and dispute resolution. Prior to joining Berkley, he served as a senior equity partner at an international law firm, vice president – litigation & claims counsel at a leading domestic reinsurance company, and as a litigation associate at another international law firm.
ナラティブの更新 • Dec 18WRB: Higher Reinvestment Yields Will Support Stronger Future Earnings ProfileOur updated price target for W. R.
Declared Dividend • Dec 10Third quarter dividend of US$1.09 announcedShareholders will receive a dividend of US$1.09. Ex-date: 15th December 2025 Payment date: 29th December 2025 Dividend yield will be 2.7%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 06+ 1 more updateW. R. Berkley Corporation Declares Regular Quarterly Cash Dividend, Payable on December 29,2025W. R. Berkley Corporation announced Board of Directors has declared a regular quarterly cash dividend on its common stock of 9 cents per share to be paid on December 29,2025 to stockholders of record at the close of business on December 15, 2025.
ナラティブの更新 • Dec 04WRB: Future Returns Will Depend On Softening Cycle And Margin ResilienceAnalysts modestly lifted their blended price target for W. R.
ナラティブの更新 • Nov 05WRB: Sector Shifts And Mixed Results Will Guide Share Performance AheadThe analyst consensus price target for W. R.
ナラティブの更新 • Oct 22Analyst Sentiment Mixed as W. R. Berkley Price Target Rises Amid Valuation ShiftsThe consensus analyst price target for W. R.
Reported Earnings • Oct 21Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$1.29 (up from US$0.92 in 3Q 2024). Revenue: US$3.77b (up 11% from 3Q 2024). Net income: US$511.0m (up 40% from 3Q 2024). Profit margin: 14% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 18% per year.
ナラティブの更新 • Oct 08Global Complexity And Digital Shifts Will Empower Specialty InsuranceAnalysts have raised their price target for W. R.
お知らせ • Sep 22W. R. Berkley Corporation to Report Q3, 2025 Results on Oct 20, 2025W. R. Berkley Corporation announced that they will report Q3, 2025 results After-Market on Oct 20, 2025
Declared Dividend • Sep 14Second quarter dividend of US$0.09 announcedShareholders will receive a dividend of US$0.09. Ex-date: 22nd September 2025 Payment date: 30th September 2025 Dividend yield will be 1.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 29% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 11W. R. Berkley Corporation Declares Regular Quarterly Cash Dividend, Payable on September 30,2025W. R. Berkley Corporation announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 9 cents per share to be paid on September 30,2025 to stockholders of record at the close of business on September 22, 2025.
お知らせ • Aug 20W. R. Berkley Corporation Appoints Jamie Secor as President of Berkley EdgeW. R. Berkley Corporation announced the formation of Berkley Edge, a new business dedicated to providing professional liability and casualty insurance for small to mid-sized businesses. Jamie Secor has been named president of the new business. During her 25-year career in the insurance industry, Ms. Secor has held various executive and leadership positions, having most recently served as chief underwriting officer at a respected specialty lines property and casualty insurance company. She has an extensive background in underwriting and finding solutions for hard-to-place risks.
Reported Earnings • Jul 22Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$1.01 (up from US$0.93 in 2Q 2024). Revenue: US$3.67b (up 11% from 2Q 2024). Net income: US$401.3m (up 7.9% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.9%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.
お知らせ • Jul 22Berkley One Classics Introduces A Redesigned Product and Lower Rates in GeorgiaBerkley One announced that Berkley One Classics has introduced new policy and pricing updates for the Georgia market. Rate reductions have been implemented on multi-car and low-deductible accounts, complemented by expanded multi-car discounts to include new savings for accounts with two or more collector vehicles. The updated policy form expands the coverage window for Newly Acquired Vehicles from 30 to 60 days, eliminates the vermin exclusion, and adds Disaster Relocation coverage of up to $500 per vehicle, with a $5,000 cap per policy period. Two new optional endorsements are also now available: Salvage Value, which allows retention of savings up to $50,000 following a total covered loss, and One Value, which bundles coverage for car covers, tools, documents, personal effects, and post-loss trailering. These enhancements mark Berkley One Classics' 51st year with continued investment in coverage flexibility and collector-focused service.
分析記事 • Jul 09If EPS Growth Is Important To You, W. R. Berkley (NYSE:WRB) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Jun 24W. R. Berkley Corporation to Report Q2, 2025 Results on Jul 21, 2025W. R. Berkley Corporation announced that they will report Q2, 2025 results After-Market on Jul 21, 2025
Declared Dividend • Jun 15First quarter dividend of US$0.59 announcedShareholders will receive a dividend of US$0.59. Ex-date: 23rd June 2025 Payment date: 30th June 2025 Dividend yield will be 2.2%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 12+ 1 more updateW. R. Berkley Corporation Declares First Regular Quarterly Cash Dividend, Payable on June 30, 2025The Board of Directors of W. R. Berkley Corporation has voted to increase the regular cash dividend to an annual rate of 36 cents per share, representing a 12.5% increase from the present rate. The first regular quarterly dividend at the new rate of 9 cents per share will be paid on June 30, 2025 to stockholders of record at the close of business on June 23, 2025.
Reported Earnings • Apr 22First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: US$1.05 (down from US$1.10 in 1Q 2024). Revenue: US$3.55b (up 8.9% from 1Q 2024). Net income: US$417.6m (down 5.6% from 1Q 2024). Profit margin: 12% (down from 14% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Apr 16W. R. Berkley Corporation, Annual General Meeting, Jun 11, 2025W. R. Berkley Corporation, Annual General Meeting, Jun 11, 2025. Location: 475 steamboat road, greenwich, connecticut, United States
お知らせ • Apr 04W. R. Berkley Corporation Announces Executive ChangesW. R. Berkley Corporation announced the appointment of Michael G. MacMullin as president of Berkley Luxury Group. He succeeds Shadi Albert, who remains a key member of the W. R. Berkley Corporation team. The appointment is effective immediately. Mr. MacMullin joins Berkley Luxury Group with more than 25 years of wide-ranging property and casualty insurance industry experience. He has held multiple leadership positions in the commercial insurance space, most recently leading all aspects of strategic portfolio initiatives and the product management lifecycle at a large U.S. insurance group. He has a long, accomplished history of driving sustained strong performance and positioning operations for profitable growth.
Seeking Alpha • Mar 29W. R. Berkley: Fairly Valued After Mitsui InvestmentSummary 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
お知らせ • Mar 26W. R. Berkley Corporation to Report Q1, 2025 Results on Apr 21, 2025W. R. Berkley Corporation announced that they will report Q1, 2025 results After-Market on Apr 21, 2025
お知らせ • Mar 07W. R. Berkley Corporation Appoints Heath Kidd as Executive Vice PresidentW. R. Berkley Corporation announced the appointment of Heath Kidd as executive vice president. The appointment is effective immediately. Mr. Kidd joins Berkley with more than 30 years of experience in the property casualty insurance industry with leadership roles across various disciplines, including strategy, underwriting, risk control, product development, claims, and analytics. He most recently served as vice president of industry practices for the North American underwriting office of a major national carrier.
お知らせ • Mar 03W. R. Berkley Corporation Appoints Stephanie Lloyd as President of Berkley Embedded SolutionsW. R. Berkley Corporation announced the formation of Berkley Embedded Solutions to deliver tailored insurance products and services to customers at the point of purchase. This new business will bring together the best of modern technology, purpose-built digital-first insurance products, and complementary services with Berkley’s strong underwriting culture and reach. Stephanie Lloyd has been named president of the new business, effective immediately. Ms. Lloyd joins Berkley with 20 years of experience in the property and casualty insurance business, with leadership roles that spanned underwriting, product development, and distribution. She most recently led a successful global technology company in the digital health and well-being space, serving as its chief executive officer.
Declared Dividend • Feb 27Fourth quarter dividend of US$0.08 announcedShareholders will receive a dividend of US$0.08. Ex-date: 3rd March 2025 Payment date: 12th March 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 22W. R. Berkley Corporation Declares Regular Quarterly Cash Dividend, Payable on March 12, 2025W. R. Berkley Corporation announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 8 cents per share to be paid on March 12, 2025 to stockholders of record at the close of business on March 3, 2025.
Seeking Alpha • Feb 10W. R. Berkley: A Compounding Machine, Not For Straight-Up Income InvestorsSummary 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 01W. R. Berkley: Favorable Operating Conditions Continue To Drive Strong EarningsSummary 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
Reported Earnings • Jan 28Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$4.39 (up from US$3.40 in FY 2023). Revenue: US$13.6b (up 12% from FY 2023). Net income: US$1.76b (up 27% from FY 2023). Profit margin: 13% (up from 11% in FY 2023). The increase in margin was driven by higher revenue. Combined ratio: 90.3% (up from 89.7% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year.
Seeking Alpha • Jan 24W. R. Berkley Q4 2024 Earnings Preview: Wait For Market DipsSummary 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
お知らせ • Jan 08W. R. Berkley Corporation to Report Q4, 2024 Results on Jan 27, 2025W. R. Berkley Corporation announced that they will report Q4, 2024 results After-Market on Jan 27, 2025
Declared Dividend • Dec 11Third quarter dividend of US$0.58 announcedShareholders will receive a dividend of US$0.58. Ex-date: 16th December 2024 Payment date: 27th December 2024 Dividend yield will be 2.7%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 07+ 1 more updateW. R. Berkley Corporation Declares Regular Quarterly Cash Dividend, Payable on December 27, 2024W. R. Berkley Corporation announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 8 cents per share to be paid on December 27, 2024 to stockholders of record at the close of business on December 16, 2024.
Seeking Alpha • Nov 05W. R. Berkley: Strong Results But A Premium MultipleSummary 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
Reported Earnings • Oct 22Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: US$0.92 (up from US$0.83 in 3Q 2023). Revenue: US$3.40b (up 12% from 3Q 2023). Net income: US$365.6m (up 9.6% from 3Q 2023). Profit margin: 11% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.4%. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 30W. R. Berkley Corporation to Report Q3, 2024 Results on Oct 21, 2024W. R. Berkley Corporation announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Oct 21, 2024
Declared Dividend • Sep 15Second quarter dividend of US$0.33 announcedShareholders will receive a dividend of US$0.33. Ex-date: 23rd September 2024 Payment date: 30th September 2024 Dividend yield will be 2.9%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 12W. R. Berkley Corp. Names Antonio Q. L. Rhodes President of Berkley Mid-Atlantic Insurance GroupW. R. Berkley Corp. has reported the appointment of Antonio Q. L. Rhodes as president of Berkley Mid-Atlantic Insurance Group (BMAG), a Berkley company. Rhodes is an accomplished insurance executive with nearly 20 years of property and casualty insurance industry experience. He most recently served as executive vice president and head of property & casualty for a leading agency network and brokerage firm with countrywide responsibility for programs, central placement, and large and complex insurance.
Reported Earnings • Jul 23Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: US$0.93 (up from US$0.88 in 2Q 2023). Revenue: US$3.31b (up 11% from 2Q 2023). Net income: US$371.9m (up 4.4% from 2Q 2023). Profit margin: 11% (in line with 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.0%. Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 17% per year.
お知らせ • Jun 27W. R. Berkley Corporation to Report Q2, 2024 Results on Jul 22, 2024W. R. Berkley Corporation announced that they will report Q2, 2024 results After-Market on Jul 22, 2024
Upcoming Dividend • Jun 18Upcoming dividend of US$0.62 per shareEligible shareholders must have bought the stock before 24 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 7.7% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.8%). In line with average of industry peers (1.9%).
お知らせ • Jun 15+ 1 more updateW. R. Berkley Corporation Declares Special Cash Dividend, Payable on June 28, 2024W. R. Berkley Corporation announced that its Board of Directors has declared a special cash dividend on its common stock of 50 cents per share to be paid on June 28, 2024 to stockholders of record at the close of business on June 24, 2024.
お知らせ • Jun 14W. R. Berkley Corporation Approves the Appointment of Marie A. Mattson as DirectorW. R. Berkley Corporation at its AGM held on June 12, 2024, approved the appointment of Marie A. Mattson as director until respective successors are duly elected and qualified, unless sooner displaced.
Seeking Alpha • Jun 06W.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
New Risk • May 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
お知らせ • Apr 28W. R. Berkley Corporation, Annual General Meeting, Jun 12, 2024W. R. Berkley Corporation, Annual General Meeting, Jun 12, 2024, at 13:30 US Eastern Standard Time. Location: offices at 475 Steamboat Road, Greenwich Greenwich Connecticut United States Agenda: To elect as directors to serve until their successors are duly elected and qualified the six nominees named in the accompanying proxy statement; o ratify the appointment of KPMG LLP as the independent registered public accounting firm for the Company for the fiscal year ending December 31, 2024; and to discuss other matters.
Reported Earnings • Apr 24First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: US$1.65 (up from US$1.07 in 1Q 2023). Revenue: US$3.26b (up 13% from 1Q 2023). Net income: US$442.5m (up 50% from 1Q 2023). Profit margin: 14% (up from 10% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 14% per year.
Seeking Alpha • Mar 28W. R. Berkley: Good Global Insurer, Needs A Better PriceSummary 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
お知らせ • Mar 27W. R. Berkley Corporation to Report Q1, 2024 Results on Apr 23, 2024W. R. Berkley Corporation announced that they will report Q1, 2024 results Pre-Market on Apr 23, 2024
Declared Dividend • Feb 28Fourth quarter dividend of US$0.11 announcedShareholders will receive a dividend of US$0.11. Ex-date: 1st March 2024 Payment date: 13th March 2024 Dividend yield will be 1.7%, which is lower than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 26Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: US$5.10 (up from US$4.99 in FY 2022). Revenue: US$12.1b (up 8.7% from FY 2022). Net income: US$1.38b (flat on FY 2022). Profit margin: 11% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 22% per year.
お知らせ • Feb 24W. R. Berkley Corporation Declares Regular Quarterly Cash Dividend, Payable on March 13,2024W. R. Berkley Corporation announced that its Board of Directors has declared a regular quarterly cash dividend on its common stock of 11 cents per share to be paid on March 13,2024 to stockholders of record at the close of business on March 4, 2024.
Price Target Changed • Jan 30Price target increased by 8.2% to US$84.12Up from US$77.73, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of US$81.63. Stock is up 16% over the past year. The company is forecast to post earnings per share of US$6.14 for next year compared to US$5.10 last year.
Reported Earnings • Jan 25Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: US$5.10 (up from US$4.99 in FY 2022). Revenue: US$12.1b (up 8.7% from FY 2022). Net income: US$1.38b (flat on FY 2022). Profit margin: 11% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 25% per year.
Seeking Alpha • Jan 10W. R. Berkley: Shares Fully Valued Amid A Favorable Macro EnvironmentSummary 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
お知らせ • Jan 05W. R. Berkley Corporation to Report Q4, 2023 Results on Jan 24, 2024W. R. Berkley Corporation announced that they will report Q4, 2023 results After-Market on Jan 24, 2024
お知らせ • Dec 15W. R. Berkley Corporation Announces Executive ChangesW. R. Berkley Corporation announced the appointment of Mark Schuermann as president of Berkley Entertainment, a Berkley company. He succeeds Cindy Broschart, who has been named chair of the business. The appointments are effective immediately. Mr. Schuermann joined Berkley Entertainment as chief operating officer in 2021. Prior to joining Berkley Entertainment, he had an extensive career at a leading diversified media company, where he provided executive leadership across their financial and risk management disciplines. Ms. Broschart was named president of Berkley Entertainment upon its formation in 2004. Under her leadership, the business has grown to become a leading provider of insurance coverage solutions for the entertainment industry. As chair, she will support the Berkley Entertainment team through the transition and remain a key member of the W. R. Berkley Corporation team.
お知らせ • Dec 09+ 1 more updateW. R. Berkley Corporation Declares Special Cash Dividend, Payable on December 27, 2023W. R. Berkley Corporation announced that its Board of Directors has declared a special cash dividend on its common stock of 50 cents per share to be paid on December 27, 2023 to stockholders of record at the close of business on December 18, 2023.
お知らせ • Nov 15W. R. Berkley Corporation Names Christopher H. Balch President of Berkley Technology UnderwritersW. R. Berkley Corporation announced the appointment of Christopher H. Balch as president of Berkley Technology Underwriters, a Berkley company. He succeeds Matthew A. Mueller, who has been named chairman of the business. The appointments are effective immediately. Mr. Balch joins Berkley Technology Underwriters with nearly 20 years of experience in the property and casualty insurance industry. He has extensive leadership experience, most recently in insurance distribution. His prior experience includes various technical and management roles at a leading national insurance company with a particular focus in the commercial insurance market. Mr. Mueller joined Berkley as president of Berkley Technology Underwriters when it was formed in 2011. Under his leadership, the business has grown to become an important participant in the market for technology coverages. As chairman, he will support the Berkley Technology Underwriters team through the transition and remain a key member of the W. R. Berkley Corporation team.
Reported Earnings • Oct 25Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: US$1.24 (up from US$0.83 in 3Q 2022). Revenue: US$3.03b (up 11% from 3Q 2022). Net income: US$333.6m (up 46% from 3Q 2022). Profit margin: 11% (up from 8.4% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Insurance industry in the US. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Oct 24W. R. Berkley: Solid Q3 Results Should Support SharesSummary 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
お知らせ • Oct 01W. R. Berkley Corporation Names John J. Forte President of Berkley Public EntityW. R. Berkley Corporation announced the appointment of John J. Forte as president of Berkley Public Entity. Mr. Forte joined Berkley Public Entity as senior vice president, chief underwriting officer and chief operating officer in 2018. He has over 20 years of experience in the property and casualty insurance industry, where he has served in various technical and leadership roles with a particular focus in the public entity insurance market.
お知らせ • Sep 26W. R. Berkley Corporation to Report Q3, 2023 Results on Oct 23, 2023W. R. Berkley Corporation announced that they will report Q3, 2023 results After-Market on Oct 23, 2023
お知らせ • Sep 14+ 1 more updateW. R. Berkley Corporation Declares Regular Quarterly Cash Dividends, Payable on October 4, 2023W. R. Berkley Corporation announced has declared a regular quarterly cash dividend on its common stock of 11 cents per share to be paid on October 4, 2023 to stockholders of record at the close of business on September 25, 2023.
Seeking Alpha • Sep 13W. R. Berkley Corporation: Strong ROE, Valuation Not So MuchSummary 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
