WRB

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. W. R. Berkley (WRB) heads into its upcoming second quarter 2026 earnings release, with Wall Street watching how results line up against forecasts of around $1.08 to $1.09 EPS and roughly $3.2 billion to $3.7 billion in revenue. See our latest analysis for W. R. Berkley. Recent trading reflects this mixed setup for W. R. Berkley, with the share price at $71.61 and a 30 day share price return of 5.17% and 90 day return of 7.15%. The 5 year total shareholder return of 142.67% points to strong long term compounding even as near term momentum looks more measured. If you are weighing W. R. Berkley against other opportunities, this could be a good moment to broaden your watchlist and check out 18 top founder-led companies Given W. R. Berkley’s recent climb and the cautious shift in earnings expectations, the real tension now is straightforward: pay today’s price or wait for a more attractive entry as the valuation picture comes into focus next. Compared with the narrative fair value of $68.33, W. R. Berkley at $71.61 is priced a little higher, which is where the valuation debate really starts. Read the complete narrative. Want to understand why this narrative still arrives at a premium to fair value? The core assumptions blend muted revenue expectations with firmer margins and a future earnings multiple that leans on insurance sector resilience. Result: Fair Value of $68.33 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, for W. R. Berkley, softer commercial and reinsurance pricing and loss costs that run ahead of rate changes could still pressure margins and challenge current earnings assumptions. Find out about the key risks to this W. R. Berkley narrative. There is a sharp contrast when W. R. Berkley is viewed using the SWS DCF model, which points to a value of $120.89 per share, well above the current $71.61 price. That gap suggests the cash flow view leans toward undervalued, while the narrative fair value flags a premium. Which one do you trust more? Look into how the SWS DCF model arrives at its fair value. Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out W. R. Berkley for example). We show the entire calculation in full. You can track the...

The Travelers Companies, Inc. TRV reported second-quarter 2026 core income of $10.04 per share, which beat the Zacks Consensus Estimate of $5.21 by 92.7%. The bottom line climbed 54% year over year. Revenues of $12.09 billion missed the Zacks Consensus Estimate of $12.27 billion by 1.5%.The earnings strength was driven by lower catastrophe losses, higher favorable prior-year reserve development, stronger net investment income and improved underlying underwriting performance. Net written premiums totaled $11.53 billion during the quarter. The Travelers Companies, Inc. price-consensus-eps-surprise-chart | The Travelers Companies, Inc. Quote Travelers generated core income of $2.16 billion, up 44% year over year, while net income increased 46% to $2.21 billion.Net investment income rose 14% year over year to $1.07 billion pre-tax ($883 million after tax), benefiting from a higher yield on the long-term fixed-income portfolio and growth in average invested assets. Catastrophe losses narrowed to $518 million pre-tax from $927 million a year earlier. Net favorable prior-year reserve development improved to $578 million pre-tax from $315 million. Total revenues, excluding realized investment gains, were $12.09 billion, nearly flat year over year and below the consensus estimate. Net written premiums of $11.53 billion were essentially unchanged from the prior-year quarter. Excluding the impact of the Canadian business divestiture, net written premiums increased 2%.The combined ratio improved 670 basis points year over year to 83.6%, reflecting lower catastrophe losses, stronger reserve development and a better underlying combined ratio. The underlying combined ratio improved 60 basis points to 84.1%, while underlying underwriting income reached $1.68 billion pre-tax. Business Insurance generated net written premiums of $5.98 billion, up 3% year over year, or 5% excluding the Canadian divestiture. Segment income increased 47% to $1.20 billion, while the combined ratio improved 680 basis points to 86.8% due to higher net favorable prior year reserve development, lower catastrophe losses and an improvement in the underlying combined ratio.Bond & Specialty Insurance delivered net written premiums of $1.24 billion, up 14% year over year, driven by strong surety and management liability production. Segment income decreased 4.1% to $234 million, while the combined ratio de...

W.R. Berkley Corporation WRB is expected to register an improvement in both top and bottom lines when it reports second-quarter 2026 results on July 20, after market close. The Zacks Consensus Estimate for WRB’s second-quarter revenues is pegged at $3.7 billion, indicating 1.7% growth from the year-ago reported figure. The consensus estimate for earnings is pegged at $1.09 per share. The Zacks Consensus Estimate for WRB’s second-quarter earnings has remained unchanged over the past 30 days. The estimate suggests a year-over-year increase of 3.8%. Our proven model predict an earnings beat for W.R. Berkley this time around. A stock needs to have the right combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold). This is not the case, as you can see below: Earnings ESP: W.R. Berkley has an Earnings ESP of +1.84%. This is because the Most Accurate Estimate of $1.11 is pegged higher than the Zacks Consensus Estimate of $1.09. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. W.R. Berkley Corporation price-eps-surprise | W.R. Berkley Corporation Quote Zacks Rank: W.R. Berkley currently has a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank stocks here. Gross premiums written in the Insurance segment are likely to have been supported by healthy momentum in other liability, short-tail lines, professional liability, workers' compensation and commercial auto. We expect the metric to be $3.6 billion, indicating an increase of 1.8% from the year-ago reported number. The Reinsurance & Monoline Excess segment's gross premiums written are expected to have improved modestly, supported by selective underwriting, although increased competition in the property reinsurance market is likely to have tempered growth. We expect the metric to be $375 million, suggesting an improvement of 1.1% from the year-ago reported number. The Zacks Consensus Estimate for second-quarter 2026 premiums earned is pegged at $3.16 billion, indicating an increase of 1.9% from the year-ago reported quarter. Our estimate for the metric is pegged at $3.12 billion, indicating a 0.7% upside from the year-ago reported number. The increase in income from fixed-maturity securities, investment funds, arbitrage trading accounts, real estate and equity securities is likely to have aided net invest...

Progressive (PGR) came out with quarterly earnings of $4.85 per share, beating the Zacks Consensus Estimate of $4.7 per share. This compares to earnings of $4.88 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +3.19%. A quarter ago, it was expected that this insurer would post earnings of $4.84 per share when it actually produced earnings of $4.96, delivering a surprise of +2.48%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Progressive, which belongs to the Zacks Insurance - Property and Casualty industry, posted revenues of $23.01 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.37%. This compares to year-ago revenues of $21.62 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Progressive shares have lost about 0.5% since the beginning of the year versus the S&P 500's gain of 10.2%. While Progressive has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Progressive was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong...

The Progressive Corporation’s PGR second-quarter 2026 earnings per share of $4.85 beat the Zacks Consensus Estimate by 3.2%. The bottom line, however, decreased 6.1% year over year. Net premiums written were $21.1 billion in the quarter, up 5% from $20.1 billion a year ago. Net premiums earned grew 6% to $21.6 billion. The reported figure met the Zacks Consensus Estimate. Net realized gains on securities were $604 million, up 56% year over year.Combined ratio — the percentage of premiums paid out as claims and expenses — deteriorated 110 basis points (bps) from the prior-year quarter’s level to 87.1. The Progressive Corporation price-consensus-eps-surprise-chart | The Progressive Corporation Quote Operating revenues grew 2.5% year over year to $7.6 billion, driven by 2.1% higher net premiums earned, a 11.5% increase in net investment income, a 2% rise in fees and other revenues, and 6.7% higher service revenues. The top line missed the Zacks Consensus Estimate by 1.2%.Total expenses rose 6.1% to $6.6 billion, attributable to 5.3% higher losses and loss adjustment expenses, a 0.6% increase in policy acquisition costs, a 12.5% rise in other underwriting expenses, and a 8.5% increase in service expenses. Policies in force were solid in the Personal Lines segment, up 8% from the year-ago month’s figure to 38.9 million. Special Lines improved 7% to 7.3 million.In the Personal Auto segment, Agency Auto increased 8% year over year to 11.2 million, while Direct Auto increased 10% to 16.7 million.Progressive’s Commercial Auto segment policies rose 3% year over year to 1.2 million. The Property business had 3.6 million policies in force, up 1%. Progressive’s book value per share was $59.05 as of June 30, 2026, up 6.2% from $55.62 as of June 30, 2025.Return on equity in June 2026 was 32.5%, down from 43.6% reported in the year-ago period. The total debt-to-total capital ratio deteriorated 210 bps to 19.6. PGR currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. The Travelers Companies Inc. TRV will report second-quarter 2026 results on July 17, before market open. The Zacks Consensus Estimate for second-quarter earnings per share is pegged at $5.16, suggesting a decrease of 20.7% from the year-ago quarter’s reported figure.TRV’s earnings beat estimates in the last four quarters.Chubb Limited CB will...

Wall Street analysts forecast that W.R. Berkley (WRB) will report quarterly earnings of $1.09 per share in its upcoming release, pointing to a year-over-year increase of 3.8%. It is anticipated that revenues will amount to $3.7 billion, exhibiting an increase of 1.7% compared to the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.2% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock. While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding. With that in mind, let's delve into the average projections of some W.R. Berkley metrics that are commonly tracked and projected by analysts on Wall Street. The combined assessment of analysts suggests that 'Revenues from non-insurance businesses' will likely reach $134.82 million. The estimate suggests a change of +4.6% year over year. It is projected by analysts that the 'Insurance service fees' will reach $33.62 million. The estimate indicates a change of +2.6% from the prior-year quarter. The consensus estimate for 'Net premiums earned' stands at $3.16 billion. The estimate points to a change of +2% from the year-ago quarter. The collective assessment of analysts points to an estimated 'Net investment income' of $395.62 million. The estimate suggests a change of +4.3% year over year. Analysts forecast 'Loss ratio - Total' to reach 63.3%. Compared to the present estimate, the company reported 63.1% in the same quarter last year. Analysts predict that the 'Expense Ratio - Total' will reach 28.7%. Compared to the present estimate, the company reported 28.5% in the same quarter last year. According to the collective judgment of analysts, 'Combined Ratio - Total' should come in at 92.0%. Compared to the present estimate,...

Valued at a market cap of $25.8 billion, W. R. Berkley Corporation (WRB) is a leading commercial property and casualty insurance holding company that provides insurance and reinsurance products to businesses and individuals worldwide. The Greenwich, Connecticut-based company’s offerings include commercial auto, workers' compensation, professional liability, excess and surplus lines, healthcare, environmental, and specialty insurance, serving a broad range of industries. The insurance company is expected to announce its fiscal Q1 earnings for 2026 after the market closes on Monday, July 20. As we approach the event, analysts expect this insurance company to report a profit of $1.09 per share, up 3.8% from $1.05 per share in the year-ago quarter. The company has topped Wall Street’s bottom-line estimates in three of the last four quarters, while missing on another occasion. Mark Cuban Says There Are Some ‘Greedy Blood-Sucking Business People That Will Do Anything for a Dollar’ But ‘Eat the Rich’ Only Helps Politicians Stocks Rally Before the Open on Upbeat Micron Earnings, U.S. PCE Inflation Data in Focus Stocks Settle Mixed on Apple Weakness and Chipmaker Strength Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! For the current fiscal year, ending in December, analysts expect WRB to report a profit of $4.67 per share, up 7.9% from $4.33 per share in fiscal 2025. Furthermore, its EPS is expected to grow 3% year over year to $4.81 in fiscal 2027. Shares of WRB have declined 3.5% over the past 52 weeks, underperforming the S&P 500 Index's ($SPX) 20.8% return and the State Street Financial Select Sector SPDR ETF’s (XLF) 4% rise over the same time period. On June 3, W. R. Berkley announced a $0.50-per-share special cash dividend, raised its regular quarterly dividend by 11.1% to $0.10 per share, and restored its share repurchase authorization to 25 million shares, underscoring its commitment to returning capital to shareholders. The announcement was well received, with WRB shares rising 1.6% in the following trading session. Wall Street analysts are cautious about WRB’s stock, with an overall "Hold" rating. Among 20 analysts covering the stock, two recommend "Strong Buy," 13 indicate “Hold," and five advise “Strong Sell.” While...

GREENWICH, Conn., June 22, 2026--(BUSINESS WIRE)--W. R. Berkley Corporation (NYSE: WRB) will release its second quarter 2026 earnings after the market closes on Monday, July 20, 2026. A copy of the earnings release will be available on the Company’s website at www.berkley.com. The Company has scheduled its quarterly conference call with analysts and investors to discuss its earnings and other information on Monday, July 20, 2026 at 5:00 p.m. eastern time. A live audio webcast of the conference call may be accessed via the Company’s website at www. berkley.com. Please log on early to register. A replay of the webcast will be available on the Company’s website approximately two hours after the end of the call. Founded in 1967, W. R. Berkley Corporation is an insurance holding company that is among the largest commercial lines writers in the United States and operates worldwide in two segments of the property casualty insurance business: Insurance and Reinsurance & Monoline Excess. View source version on businesswire.com: https://www.businesswire.com/news/home/20260622354587/en/ Contacts Karen A. HorvathVice President - ExternalFinancial Communications(203) 629-3000

GREENWICH, Conn., June 03, 2026--(BUSINESS WIRE)--W. R. Berkley Corporation (NYSE: WRB) announced today that its Board of Directors has declared a special cash dividend on its common stock of 50 cents per share to be paid on July 2, 2026 to stockholders of record at the close of business on June 23, 2026. In addition, its Board of Directors has voted to increase its regular quarterly cash dividend to 10 cents per share, representing an 11.1% increase from the present rate. This dividend will be paid on July 2, 2026 to stockholders of record at the close of business on June 23, 2026. Including the dividends announced today, the special and regular quarterly cash dividends paid year-to-date, and shares repurchased through March 31, 2026, total capital returned to shareholders during 2026 is approximately $558.8 million. Further, its Board of Directors has increased the Company’s share repurchase authorization back to its previous level of 25 million shares of common stock. Repurchases may be made by the Company from time to time at prevailing prices in the open market or in privately negotiated transactions, subject to market conditions and other factors. Founded in 1967, W. R. Berkley Corporation is an insurance holding company that is among the largest commercial lines writers in the United States and operates two segments of the property casualty insurance business: Insurance and Reinsurance & Monoline Excess. For further information about W. R. Berkley Corporation, please visit www.berkley.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260603462096/en/ Contacts Karen A. HorvathVice President – ExternalFinancial Communications203-629-3000

CNA Financial Corporation CNA reported first-quarter 2026 core earnings of 83 cents per share, which missed the Zacks Consensus Estimate by 44.3%. The bottom line decreased 19.4% year over year. The quarterly results of CNA reflected higher claims and expenses, a sharp deterioration in the combined ratio, which pressured underwriting income. These factors were partially offset by modest premium growth, improved investment income and decreased catastrophe losses. Total operating revenues of CNA Financial were $3.3 billion, up 2.2% year over year, driven by higher premiums and net investment income. The top line missed the Zacks Consensus Estimate by 0.3%. CNA Financial Corporation price-consensus-eps-surprise-chart | CNA Financial Corporation Quote Net written premiums of Property & Casualty Operations increased 1% year over year to $2.7 billion. The new business grew 3% to $581 million. Net investment income rose 1% year over year to $610 million. The increase was supported by higher fixed income returns, partly offset by weaker performance in limited partnerships and equities. Our estimate for net investment income was $640 million. The Zacks Consensus Estimate was pegged at $640.5 million. Total claims, benefits and expenses increased 4% to $3.4 billion, primarily due to higher insurance claims and policyholders’ benefits, amortization of deferred acquisition costs, other operating expenses and interest expenses. Our estimate was $3.2 billion. Catastrophe losses were $88 million, narrower than the loss of $96 million in the year-ago quarter. Underlying underwriting income declined 28% year over year to $144 million. The combined ratio deteriorated 380 basis points (bps) year over year to 102.2. The Zacks Consensus Estimate was pegged at 92.5, while our estimate was 92.5. Specialty’s net written premiums decreased 1% year over year to $834 million. Our estimate was $875.5 million. The combined ratio deteriorated 760 bps to 102.7. The Zacks Consensus Estimate was pegged at 90.3. Commercial’s net written premiums decreased 1% year over year to $1.5 billion. Our estimate was $1.5 billion. The combined ratio deteriorated 240 bps to 103.5. The Zacks Consensus Estimate was pegged at 94.2. International’s net written premiums increased 16% year over year to $308 million. Our estimate was $254.4 million. The combined ratio deteriorated 50 bps to 95.9. The Zacks Con...

AXIS Capital Holdings Limited AXS reported first-quarter 2026 operating income of $3.42 per share, which outpaced the Zacks Consensus Estimate of $3.23 and rose 7.9% year over year. The quarterly results benefited from higher net premiums earned and stronger underwriting income, partly offset by lower net investment income and higher expenses. Axis Capital Holdings Limited price-consensus-eps-surprise-chart | Axis Capital Holdings Limited Quote Total operating revenues of $1.7 billion marginally beat the Zacks Consensus Estimate by 0.4%. The top line rose nearly 7.7% year over year on higher premiums earned. Net premiums written increased 9% to $1.9 billion, driven by a 24% rise in the Insurance segment, partially offset by a 13% decline in the Reinsurance segment. Net investment income decreased 11.1% year over year to $184.7 million, due to lower income from cash. The Zacks Consensus Estimate was pegged at $225.1 million. Total expenses in the quarter increased 3.8% year over year to $1.3 billion due to higher net losses and loss expenses, acquisition costs and reorganization expenses. Our estimate was pegged at $1.4 billion. Pre-tax catastrophe and weather-related losses, net of reinsurance, totaled $48 million, including $33 million from natural catastrophes. The remaining $15 million was attributable to the Middle East conflict. AXIS Capital’s underwriting income of $187 million increased 15% year over year. The combined ratio improved to 89.8 in the quarter from 90.2 a year ago, reflecting stronger underwriting performance. The Zacks Consensus Estimate was pegged at 93.1. Our estimate was 92.6. Insurance: Gross premiums written improved 19.8% year over year to $2 billion. Our estimate was $1.8 billion. Net premiums earned increased 23.8% year over year to $1.3 billion, driven by higher gross premiums written and a lower cession rate in liability lines, partly offset by a higher cession rate in property lines. Our estimate was $1.1 billion. Underwriting income of $157.4 million increased 17% year over year. The combined ratio improved 40 basis points to 86.3. The Zacks Consensus Estimate for the combined ratio was pegged at 88.4. Reinsurance: Gross premiums written decreased 2.2% year over year to $1.1 billion, mainly due to non-renewals and reduced line sizes in liability and motor lines, in line with our estimate of $1.1 billion. Net premiums earned i...

NMI Holdings NMIH reported first-quarter 2026 operating net income per share of $1.28, which beat the Zacks Consensus Estimate by 4.9%. The bottom line remained flat year over year. The quarterly results reflected higher premiums earned, improved net investment income and consistent growth in the high-quality insured portfolio. These were offset by lower persistency. NMI Holdings Inc price-consensus-eps-surprise-chart | NMI Holdings Inc Quote NMI Holdings’ total operating revenues of $183 million increased 5.8% year over year on higher net premiums earned (up 4%) and net investment income (up 21%). Revenues beat the Zacks Consensus Estimate by 0.4%. Primary insurance in force increased 5.2% year over year to $222.3 billion. Our estimate was $222.1 billion while the consensus estimate was $222.2 billion. Annual persistency was 82.2%, down 210 basis points (bps) year over year. New insurance written was $12.3 billion, up 33% year over year, reflecting strong business production. Underwriting and operating expenses totaled $30.6 million, up 1.5% year over year. Insurance claims and claim expenses were $20.6 million, which surged more than fourfold year over year. The loss ratio was 13.3, which deteriorated 1030 bps. The adjusted expense ratio of 19.3 improved 400 bps year over year, while the adjusted combined ratio of 33.1 deteriorated 990 bps. Book value per share, a measure of net worth, was up 16.6% year over year to $34.57 as of March 31, 2026. NMI Holdings had $70.7 million in cash and cash equivalents, up 60.8% from the 2025 end level. The debt balance of $417.5 million increased 0.1% from the end of 2025. The annualized adjusted return on equity was 15.2%, which contracted 290 bps year over year. Total PMIERs available assets were $3.6 billion. Net risk-based required assets totaled $2.2 billion at the end of first-quarter 2026. NMIH currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Selective Insurance Group SIGI reported first-quarter 2026 operating income of $1.69 per share, which missed the Zacks Consensus Estimate by 2.3%. The bottom line decreased 11% year over year. Operating revenues of $1.4 billion increased 6.4% from the year-ago quarter’s level, driven primarily by higher net premiums earned and net investment income. The top line missed the Zacks Consensus Estimate by 0....