Financial Services
W.R. Berkley Corporation 4.125%(WRB-PH)
Live Price
Offline$15.82
-0.44% today
1Y Change
-1.01%
Window
Jun 23, 2025 โ May 29, 2026
- Market Cap
- $5.89B
- Revenue Growth
- +7.8%
- EPS Growth
- +2.1%
- Dividend Yield
- 2.8%
Coverage: 236 bars ยท Jun 23, 2025 โ May 29, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
W.R. Berkley Corporation 4.125% (WRB-PH) is a Financial Services stock with a market cap of $5.89B and listed on NYSE. The stock last traded around $15.82 and down 1.0% across the available one-year price window (Jun 23, 2025 โ May 29, 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-PH 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 21, 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 +0.2% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 21, 2026 | โ | -0.2% | -0.8% | -1.6% |
2026 Jan 26, 2026 | +0.0% | +0.2% | +0.9% | +2.0% |
2025 Oct 20, 2025 | +15.3% | +0.3% | +0.4% | -5.9% |
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-PH
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
WRB-PH Max Drawdown
-17.72%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for WRB-PH and SPY.
Company Overview
W.R. Berkley Corporation 4.125%
New York Stock Exchange
W. R. Berkley Corporation, an insurance holding company, operates as a commercial lines writer in the United States and internationally. It operates in two segments, Insurance and Reinsurance & Monoline Excess. The Insurance segment underwrites commercial insurance business, including premises operations, commercial automobile, property, products liability, and general and professional liability lines. It also provides workers' compensation insurance products; accident and health insurance and reinsurance products; insurance for commercial risks; specialty environmental products for contractors, consultants, and property owners and facilities operators; specialized insurance coverages for fine arts and jewelry exposures; umbrella and excess liability coverage products; and liquor liability and inland marine coverage for small to medium-sized insureds. In addition, this segment offers directors and officers, and surety risk products, as well as products for technology, and life sciences and travel industries; cyber risk solutions; casualty, group life, and crime and fidelity related insurance products; personal lines insurance solutions, including home, condo/co-op, auto, and collectibles; automobile, law enforcement, public officials and educator's legal, and employment practices liability, as well as incidental medical insurance products; and at-risk and alternative risk insurance program management services. The Reinsurance & Monoline Excess segment provides other insurance companies and self-insureds with assistance in managing their net risk through reinsurance on a portfolio basis through treaty reinsurance or on an individual basis through facultative reinsurance. W. R. Berkley Corporation was founded in 1967 and is based in Greenwich, Connecticut.
- Leadership
- William Robert Berkley Jr.
- IPO Date
- Oct 23, 1973
- Employees
- 8.6k
- Street Address
- 475 Steamboat Road
- Mailing
- Greenwich, CT, 06830
- Region
- Greenwich, CT, US
- Reporting Currency
- USD
- Investor Line
- 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.