WRBfinancial servicesnyseupdated 10:56:45 PM

WRW. R. Berkley

W. R. Berkley (WRB) is a financial services company operating in insurance—property & casualty. Rate cycles, credit quality, and capital returns usually drive relative performance. Follow price action, market risk, and comparative valuation signals to support portfolio decisions.

Price

$69.99

-0.16% today

Risk

Medium

15.5% vol · 30d

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01Market

Where it trades today

Market cap

$25.98B

Price / earnings

14.4x

Beta

0.28

swings less than the market

Dividend yield

0.57%

Volume

20.25M

avg 2.08M

50-day average

$70.93

200-day average

$68.96

30-day trend

neutral

52-week range11.4% below the high
low $62.87$69.99high $78.96

trading 44% of the way up its 52-week range

02Price

How the price has moved

30-day price-0.26%
30 days ago$70.17 → $69.99today
1-year performance-4.6%
$66$71$77SepOctNovDecJanFebMarAprMayJunJulAug
WRB · 52 weeks$73.39 → $69.99
03Decision

What to weigh before acting

decision support3 sources

What Matters Now

  • Credit quality, deposit stability, and how management navigates the rate cycle usually drive the next rerating.
  • WRB trades at 14.4x earnings, well above the financial services average of 12.5x, so the market is already pricing in above-consensus execution.
  • Recent realized volatility sits near 15.5%, below the sector norm of 24.0%, which supports a steadier role inside a diversified portfolio.
  • Relative performance versus JPM, BAC, WFC matters here because leadership inside financial services rarely stays static for long.

Portfolio Use Case

  • WRB is more useful for investors comparing conviction names inside financial services than for someone looking for a passive “set and forget” holding.
  • The beta profile suggests it can fit a quality or lower-volatility sleeve more naturally than a high-octane tactical basket.
  • The stock becomes more useful when paired with an explicit catalyst watchlist, because sector sentiment can shift quickly around policy, rates, or pipeline news.

What Would Change the View

  • A reset in earnings expectations or a faster peer catch-up could compress the premium valuation currently embedded in WRB.
  • The view would need revisiting if peers such as JPM, BAC, WFC start winning the marginal flow or posting cleaner operating momentum.

Methodology

  • Price, market cap, beta, yield, and liquidity fields for WRB come from Yahoo Finance quote and summary data.
  • 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
  • Sector context uses stored benchmark averages for Financial Services so each page compares the ticker against a stable peer baseline rather than against the whole market.
  • Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as JPM, BAC, WFC.

Sources

  • Yahoo Finance quote dataopen →

    Live quote, valuation, beta, yield, and volume fields used for WRB. Last refresh: Sep 18, 2026, 10:56 PM.

  • Portfolio Terminal methodologyopen →

    Explains how analytics, refresh cadence, and portfolio interpretation work across the product.

  • Peer set and coverage context

    Comparative context for this page is anchored around nearby tracked names such as JPM, BAC, WFC.

Editorial note · Written by Portfolio Terminal Research. Template updated 3/24/2026, market data refreshed 9/18/2026, 10:56:45 PM. Built for research and portfolio monitoring, not personalized investment advice.
04About

What W. R. Berkley does

profile

W. R. Berkley Corporation, an insurance holding company, operates as a commercial line writer worldwide. The company operates through Insurance and Reinsurance & Monoline Excess segments. The Insurance segment underwrites commercial insurance business, including excess and surplus lines, admitted lines, and specialty personal lines. This segment also provides accident and health insurance and reinsurance products; insurance for commercial risks; casualty and specialty environmental products; insurance coverages for fine arts and jewelry exposures; excess liability and inland marine coverage for small to medium-sized insureds; and commercial general liability, umbrella, professional…

Employees

8,804

Industry

Insurance - Property & Casualty

Headquarters

Greenwich, United States

05Analyst Consensus

What analysts expect

WRB carries a hold consensus from 17 analysts, with an average price target of $69.41 versus $69.99 today (-0.8%). Targets are estimates and can move quickly after earnings.

Consensus

Hold

Average target

$69.41

$51.00 to $83.00

Upside to target

-0.8%

Analysts covering

17

Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.

06Financial Strength

How the business is doing

WRB generated $14.90B in trailing revenue (1.2% year over year), with a 12.9% net margin, and $3.05B of free cash flow, supported by $795.73M of net cash.

Revenue (TTM)

$14.90B

Net margin

12.9%

Revenue growth

1.2%

Free cash flow

$3.05B

Gross margin

43.8%

Operating margin

16.4%

Return on equity

20.2%

Total cash

$3.90B

Total debt

$3.10B

Earnings growth

15.0%

07Annual Financials

The numbers, year by year

annual financials4 years
Fiscal yearRevenueGross profitOperating incomeNet incomeEPSFree cash flow
2025$14.64B$1.78B$4.48$3.41B
2024$13.69B$1.76B$4.39$3.57B
2023$12.11B$1.38B$3.40$2.88B
2022$11.22B$1.38B$3.33$2.52B
Company filings via Yahoo Finance. Refreshed 9/18/2026.
08Next Earnings

When it reports next

Next report

Oct 19, 2026

EPS estimate

$1.12

Revenue estimate

$3.22B

Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.

09Sector

How it sits in financial services

Sector covering banks, insurance, asset management, and fintech companies.

versus the sectorWRB vs average
metricWRBsectorverdict
price / earnings14.4x12.5x↑ 15%
beta0.281.10less volatile
dividend yield0.57%2.50%below average
30-day volatility15.5%24%lower risk
10Peers

The companies it competes with

WRB beside the financial services names it is usually measured against.

competitors4 companies
companypricemarket cap
WRWRB$69.99$25.98B
JPMorgan Chase & Co. logoJPM$349.67$929.49BBank of America logoBAC$57.73$403.69BWFWFC$86.12$260.43B
Any row opens that company's own analysis.
11Technicals

What the chart is saying

technicals30-day window

W. R. Berkley trades at $69.99, 11.4% below its 52-week high. With a beta of 0.28, it shows less sensitivity to what the wider market does.

rsi (14)neutral
30-day trendneutral
volume20.3Mabove average
12Questions

Questions people ask about it

questions5 answered

Is WRB a good buy right now?

W. R. Berkley trades at 14.4x earnings. This is below market average, potentially undervalued. Current risk level is Medium based on 15.5% volatility.

Does WRB pay dividends?

Yes, W. R. Berkley offers a dividend yield of 0.57%. That is roughly $0.40 per share a year.

How volatile is WRB?

With 30-day annualized volatility of 15.5% and beta of 0.28, WRB is classified as Medium risk. The stock tends to be more stable than the market average.

What is the analyst price target for WRB?

The average analyst price target for W. R. Berkley (WRB) is $69.41 based on 17 analyst estimates, about 0.8% below the current price of $69.99. The published range runs from $51.00 to $83.00.

How much revenue does WRB generate?

W. R. Berkley reported $14.90B in trailing twelve-month revenue. Revenue growth is running at 1.2% year over year. Net margin sits at 12.9%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.