Financial Services
W. R. Berkley Corporation 5.70% SB DB 2058(WRB-PE)
Live Price
Offline$21.62
+0.65% today
1Y Change
-1.59%
Window
Jun 23, 2025 โ May 26, 2026
- Market Cap
- $8.22B
- Revenue Growth
- +7.8%
- EPS Growth
- +2.1%
- Dividend Yield
- 2.8%
Coverage: 233 bars ยท Jun 23, 2025 โ May 26, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
W. R. Berkley Corporation 5.70% SB DB 2058 (WRB-PE) is a Financial Services stock with a market cap of $8.22B and listed on NYSE. The stock last traded around $21.62 and down 1.6% across the available one-year price window (Jun 23, 2025 โ May 26, 2026). Baseline metrics include revenue growth of +7.8%, EPS growth of +2.1%, a dividend yield of 2.8%. What stands out right now is revenue +7.8%, EPS +2.1%, free cash flow -2.9% with operating margin 16.2% and ROIC 53.6%. The dividend matters to the case here, with a current yield around 2.8%. Valuation is more restrained than many high-expectation growth names at P/E 13.9 and price/sales 1.7. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines WRB-PE price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+7.8% vs +3.4% peer median
Operating Margin
Above sector median
+16.2% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 27, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +7.8% and EPS at +2.1%, with operating margin around 16.2%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 2.8%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +0.1% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 27, 2026 | โ | +0.0% | -0.2% | -0.4% |
2026 Jan 26, 2026 | +0.0% | -0.1% | -0.5% | +0.4% |
2025 Oct 20, 2025 | +15.3% | +0.4% | +0.8% | -3.0% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
WRB-PE
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
WRB-PE Max Drawdown
-13.45%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for WRB-PE and SPY.
Company Overview
W. R. Berkley Corporation 5.70% SB DB 2058
New York Stock Exchange
W.R. Berkley Corp. is an insurance holding company, which engages in the property casualty insurance business. It operates through the following segments: Insurance and Reinsurance & Monoline Excess. The Insurance segment includes excess and surplus lines, admitted lines, and specialty personal lines throughout the United States, as well as insurance businesses in the United Kingdom, Continental Europe, South America, Canada, Mexico, Scandinavia, Asia, and Australia. The Reinsurance & Monoline Excess segment is involved in the reinsurance business on a facultative and treaty basis, primarily in the United States, United Kingdom, Continental Europe, Australia, the Asia-Pacific region, and South Africa. The company was founded by William R. Berkley in 1967 and is headquartered in Greenwich, CT.
- Leadership
- William Robert Berkley
- IPO Date
- Apr 3, 2018
- Employees
- 8.3k
- Street Address
- 475 Steamboat Road
- Mailing
- Greenwich, CT, 6830
- Region
- Greenwich, CT, US
- Reporting Currency
- USD
- Investor Line
- +1 203 629 3000
- Last Updated
- May 6, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 13.9
- EV/EBITDA
- 10.8
- Price/Sales
- 1.7
- Price/Book
- 2.7
Growth
- Revenue
- +7.8%
- EPS
- +2.1%
- Free Cash Flow
- -2.9%
Profitability
- Gross Margin
- 26.1%
- Operating Margin
- 16.2%
- Net Margin
- 12.6%
- ROE
- 19.5%
- ROIC
- 53.6%
Balance Sheet
- Debt/Equity
- 0.32
- Current Ratio
- โ
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.