Overview
W. R. Berkley Corporation, founded in 1967 and based in Greenwich, Connecticut, USA, operates as a specialty insurance company. It primarily engages in the property casualty insurance business, focusing on particular niche areas where it can achieve competitive advantages and better risk-adjusted returns. The company provides commercial insurance products including multiple lines of businesses across the United States and worldwide. Key segments include Specialty Insurance, Reinsurance, and International business units. W. R. Berkley Corporation combines its expertise in risk assessment with a decentralized operating structure, enabling it to respond rapidly to opportunities and challenges in the insurance market. It stands out for its strategic underwriting and disciplined approach to financial management.
Basic Stats
The Factor Analysis chart (below right) shows a view of W. R. Berkley Corporation from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | |
| EV | |
| Shares Out. | 400.11 MM |
| Earnings Date | |
| EPS (TTM) | |
| Dividend Yield | |
| Ex-Dividend Date | 2025-06-23 |
| Borrow Rate | |
| Short Shares Avail. | 0.00 MM |
| Short Interest | |
| Short Float | |
| Days to Cover | |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | |
| Volatility (1 yr) | |
| Beta | |
| Sharpe Ratio (1 yr) | |
| Sortino Ratio (1 yr) |
| PE Ratio | |
| Price/Book | |
| Price/TBV | |
| Book/Market | |
| EBIT/EV | |
| EBIT(3yr avg)/EV | |
| ROA | |
| ROE | 0.00 |
| ROIC | |
| CROIC | |
| OCROIC | |
| Implied Volatility | |
| Put/Call OI Ratio |
| Growth | |
| Profitability | |
| Quality Score | |
| Value Score | |
| Momentum Score | |
| Stability (Low Vol) Score | |
| Analyst Sentiment | |
| Fund Sentiment | |
| Insider Sentiment | |
| Officer Sentiment | |
| Dividend Score | |
| QVM Score | |
| Piotroski F-SCORE | 1.00 /9 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for W. R. Berkley Corporation is MX$79.10. The forecasts range from a low of MX$68.68 to a high of MX$87.15. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
| Record Date | Projection Date | High | Low | Median | Average |
|---|---|---|---|---|---|
| 2023-04-03 | 2024-04-03 | 87.15 | 68.68 | 80.58 | 79.10 |
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for W. R. Berkley Corporation. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2024-07-01 | RBC Capital | Sector Perform | Sector Perform | Reiterate |
| 2024-07-01 | TD Cowen | Buy | Initiate | |
| 2024-06-13 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2024-05-03 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-04-24 | Wells Fargo | Overweight | Overweight | Maintains |
| 2024-04-24 | BMO Capital | Market Perform | Market Perform | Maintains |
| 2024-04-24 | RBC Capital | Sector Perform | Sector Perform | Maintains |
| 2024-04-24 | Truist Securities | Buy | Buy | Maintains |
| 2024-04-12 | Goldman Sachs | Buy | Buy | Maintains |
| 2024-04-11 | Evercore ISI Group | In-Line | In-Line | Maintains |
| 2024-04-11 | Wells Fargo | Overweight | Overweight | Maintains |
| 2024-04-10 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-02-27 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-01-30 | UBS | Buy | Buy | Maintains |
| 2024-01-26 | BMO Capital | Market Perform | Market Perform | Maintains |
| 2024-01-25 | RBC Capital | Sector Perform | Sector Perform | Maintains |
| 2024-01-25 | Wells Fargo | Overweight | Overweight | Maintains |
| 2024-01-25 | Truist Securities | Buy | Buy | Maintains |
| 2024-01-25 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintains |
| 2024-01-09 | Evercore ISI Group | Outperform | In-Line | Downgrade |
| 2024-01-08 | RBC Capital | Outperform | Sector Perform | Downgrade |
| 2023-10-24 | RBC Capital | Outperform | Outperform | Reiterate |
| 2023-07-21 | Wells Fargo | Overweight | Overweight | Maintains |
| 2023-07-17 | Wells Fargo | Overweight | Overweight | Maintains |
| 2023-04-21 | RBC Capital | Outperform | Maintains | |
| 2023-04-21 | B of A Securities | Buy | Maintains | |
| 2023-04-21 | Wells Fargo | Overweight | Maintains | |
| 2023-04-18 | Keefe, Bruyette & Woods | Outperform | Maintains | |
| 2023-04-13 | Evercore ISI Group | Outperform | Maintains | |
| 2023-04-10 | Jefferies | Hold | Maintains | |
| 2023-04-05 | Wells Fargo | Overweight | Maintains | |
| 2023-03-15 | B of A Securities | Neutral | Buy | Upgrade |
| 2023-01-20 | BMO Capital | Market Perform | Initiate | |
| 2022-11-22 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-11-11 | Janney Montgomery Scott | Buy | Initiate | |
| 2022-10-25 | RBC Capital | Outperform | Maintains | |
| 2022-10-12 | Wells Fargo | Overweight | Maintains | |
| 2022-09-06 | Keefe, Bruyette & Woods | Market Perform | Outperform | Upgrade |
| 2022-08-19 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-08-03 | Argus Research | Buy | Initiate | |
| 2022-07-12 | Jefferies | Hold | Maintains | |
| 2022-05-23 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-04-27 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-04-25 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-04-21 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-04-14 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-04-12 | Wells Fargo | Overweight | Maintains | |
| 2021-12-16 | Evercore ISI Group | Outperform | Initiate | |
| 2021-12-09 | Truist Securities | Buy | Initiate | |
| 2021-10-22 | RBC Capital | Outperform | Maintains | |
| 2021-09-20 | Boenning & Scattergood | Neutral | Outperform | Upgrade |
| 2021-08-19 | B of A Securities | Underperform | Neutral | Upgrade |
| 2021-07-23 | RBC Capital | Outperform | Maintains | |
| 2021-04-22 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-04-21 | Deutsche Bank | Hold | Maintains | |
| 2021-04-16 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-04-07 | Wells Fargo | Overweight | Initiate | |
| 2021-03-24 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-02-24 | UBS | Neutral | Buy | Upgrade |
| 2021-01-27 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-01-12 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-01-11 | Credit Suisse | Outperform | Maintains | |
| 2021-01-08 | Goldman Sachs | Sell | Neutral | Upgrade |
| 2020-11-24 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-10-26 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-07-27 | UBS | Neutral | Maintains | |
| 2020-07-23 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-07-22 | Deutsche Bank | Hold | Maintains | |
| 2020-07-15 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-04-24 | CFRA | Hold | Maintains | |
| 2020-04-14 | Deutsche Bank | Sell | Hold | Upgrade |
| 2020-04-08 | RBC Capital | Outperform | Maintains | |
| 2020-04-01 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-02-28 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-01-29 | Deutsche Bank | Sell | Maintains | |
| 2020-01-29 | RBC Capital | Outperform | Maintains | |
| 2020-01-22 | Buckingham | Neutral | Buy | Upgrade |
| 2019-12-11 | Credit Suisse | Outperform | Maintains | |
| 2019-12-05 | RBC Capital | Sector Perform | Outperform | Upgrade |
| 2019-09-12 | Buckingham | Neutral | Maintains | |
| 2019-08-14 | Morgan Stanley | Equal-Weight | Maintains | |
| 2019-06-27 | Deutsche Bank | Hold | Sell | Downgrade |
| 2019-04-24 | UBS | Sell | Maintains | |
| 2019-02-27 | Credit Suisse | Neutral | Outperform | Upgrade |
| 2019-01-03 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2018-08-07 | Credit Suisse | Neutral | Initiate | |
| 2018-06-18 | Goldman Sachs | Sell | Initiate | |
| 2018-06-14 | Bank of America | Neutral | Underperform | Downgrade |
| 2017-10-25 | Deutsche Bank | Hold | Maintains | |
| 2017-10-25 | UBS | Sell | Maintains | |
| 2017-10-25 | Bank of America | Neutral | Maintains | |
| 2016-11-15 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2016-01-21 | Morgan Stanley | Underweight | Equal-Weight | Upgrade |
| 2015-09-21 | Sterne Agee CRT | Neutral | Initiate | |
| 2015-07-20 | UBS | Neutral | Sell | Downgrade |
| 2015-07-09 | Bank of America | Buy | Neutral | Downgrade |
| 2015-07-08 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2015-07-07 | Deutsche Bank | Sell | Hold | Upgrade |
| 2015-05-06 | Goldman Sachs | Sell | Neutral | Upgrade |
| 2015-04-01 | Credit Suisse | Underperform | Initiate | |
| 2014-10-27 | Keefe Bruyette & Woods | Market Perform | Maintains | |
| 2014-10-27 | Compass Point | Neutral | Maintains | |
| 2014-08-04 | Deutsche Bank | Sell | Maintains | |
| 2014-04-25 | Compass Point | Neutral | Maintains | |
| 2014-04-25 | Deutsche Bank | Sell | Maintains | |
| 2014-01-30 | Deutsche Bank | Hold | Sell | Downgrade |
| 2013-12-02 | Goldman Sachs | Neutral | Sell | Downgrade |
| 2013-07-23 | Compass Point | Neutral | Maintains | |
| 2013-06-06 | Bank of America | Neutral | Buy | Upgrade |
| 2013-04-23 | Compass Point | Neutral | Initiate | |
| 2013-02-01 | Deutsche Bank | Sell | Hold | Upgrade |
| 2013-01-31 | Goldman Sachs | Sell | Maintains | |
| 2012-12-17 | RBC Capital | Outperform | Sector Perform | Downgrade |
| 2012-10-12 | Citigroup | Neutral | Maintains | |
| 2012-05-09 | UBS | Neutral | Maintains | |
| 2012-04-12 | Deutsche Bank | Sell | Maintains | |
| 2025-04-22 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-04-22 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-07-23 | Truist Securities | Buy | Buy | Maintains |
| 2024-07-23 | RBC Capital | Sector Perform | Sector Perform | Reiterate |
| 2024-07-23 | Wells Fargo | Overweight | Overweight | Maintains |
| 2025-04-01 | B of A Securities | Buy | Neutral | Downgrade |
| 2024-10-22 | UBS | Buy | Buy | Maintains |
| 2024-10-22 | Wells Fargo | Overweight | Overweight | Maintains |
| 2024-10-22 | B of A Securities | Buy | Buy | Maintains |
| 2024-10-22 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-10-22 | RBC Capital | Sector Perform | Sector Perform | Maintains |
| 2024-10-22 | Evercore ISI Group | In-Line | In-Line | Maintains |
| 2024-10-17 | Truist Securities | Buy | Buy | Maintains |
| 2024-10-15 | UBS | Buy | Buy | Maintains |
| 2024-10-10 | Wells Fargo | Overweight | Overweight | Maintains |
| 2024-10-10 | B of A Securities | Buy | Buy | Maintains |
| 2024-10-09 | Jefferies | Hold | Hold | Maintains |
| 2024-09-04 | Barclays | Underweight | Initiate | |
| 2025-04-28 | UBS | Buy | Buy | Maintains |
| 2025-01-28 | RBC Capital | Sector Perform | Sector Perform | Reiterate |
| 2025-01-28 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-01-28 | Wells Fargo | Overweight | Overweight | Maintains |
| 2025-01-28 | Barclays | Underweight | Underweight | Maintains |
| 2024-12-05 | Morgan Stanley | Equal-Weight | Initiate | |
| 2024-11-25 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2025-04-11 | Jefferies | Hold | Hold | Maintains |
| 2025-04-11 | Barclays | Underweight | Underweight | Maintains |
| 2025-07-09 | UBS | Buy | Buy | Maintains |
| 2025-01-14 | Wells Fargo | Overweight | Overweight | Maintains |
| 2025-01-06 | Barclays | Underweight | Underweight | Maintains |
| 2025-04-03 | Truist Securities | Buy | Buy | Maintains |
| 2025-04-09 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-04-09 | Wells Fargo | Overweight | Equal-Weight | Downgrade |
| 2025-05-22 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2025-05-19 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2025-05-19 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-07-10 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-07-22 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-07-07 | Barclays | Underweight | Underweight | Maintains |
