Key facts, as of
As of September 29, 2026, W. R. Berkley (WRB) trades at $68.22, down 10.3% over the past year. Its 52-week range runs from $62.87 to $78.96; the price is 13.6% below that high. It sits 1.0% below its 200-day average of $68.91, the usual sign of a long-term downtrend. Its 30-day volatility is 15.4% annualized, which we rate medium risk. It has a trailing P/E of 14.0 and a dividend yield of 0.59%.
Cite: Portfolio Terminal, "W. R. Berkley (WRB) stock analysis", 2026-09-29. https://portfolio-terminal.com/analyse/wrb
Where it trades today
trading 33% of the way up its 52-week range
How the price has moved
What to weigh before acting
What Matters Now
- Credit quality, deposit stability, and how management navigates the rate cycle usually drive the next rerating.
- WRB is valued near its sector range at 14.0x earnings versus 12.5x for peers, so the next move likely needs a real earnings or guidance catalyst.
- Recent realized volatility sits near 15.4%, 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 29, 2026, 10:33 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.
What W. R. Berkley does
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
What analysts expect
WRB carries a hold consensus from 17 analysts, with an average price target of $69.41 versus $68.22 today (+1.7%). Targets are estimates and can move quickly after earnings.
Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.
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.
The numbers, year by year
| Fiscal year | Revenue | Gross profit | Operating income | Net income | EPS | Free 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 |
When it reports next
Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.
How it sits in financial services
Sector covering banks, insurance, asset management, and fintech companies.
The companies it competes with
WRB beside the financial services names it is usually measured against.
What the chart is saying
Slipped under its 50-day average inside a longer uptrend.
weakening- Price is 3.0% below its 50-day average and 1.0% below its 200-day.
- The 50-day crossed above the 200-day on 2026-08-03 (a “golden cross”).
- RSI at 44 is neither stretched nor washed out.
- The nearest ceiling is $70.89 (+3.9%), the nearest floor $65.14 (-4.5%).
A description of the chart, not advice. Indicators describe what the price has done; none of them knows what it does next.
Questions people ask about it
Is WRB a good buy right now?
W. R. Berkley trades at 14.0x earnings. This is below market average, potentially undervalued. Current risk level is Medium based on 15.4% volatility.
Does WRB pay dividends?
Yes, W. R. Berkley offers a dividend yield of 0.59%. That is roughly $0.40 per share a year.
How volatile is WRB?
With 30-day annualized volatility of 15.4% 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 1.7% above the current price of $68.22. 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.
Compare WRB with anything
Five years side by side: what $10,000 became, how far each fell, whether they move together.