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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for W. R. Berkley Corporation (WRB) is 6/10.
W.R. Berkley delivered record Q1 operating income of $514M or $1.30 per share driven by record net investment income increasing 12.2% to $404M. The insurance segment grew gross premiums written 4.5% to $3.4B while maintaining strong underwriting profitability, and the expense ratio was reiterated as comfortably below 30% for 2026. Market competition intensified across lines with the reinsurance segment contracting on pricing discipline, and the company pivoted its strategic growth approach from rate to volume amid casualty loss cost trends.
Scored from W. R. Berkley Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.67B | +13.9% | $1.44 | +46.9% | 19.9% | 15.7% |
| FY2025 Q1 | $3.55B | +8.9% | $1.04 | -4.6% | 15.2% | 11.8% |
| FY2025 Q2 | $3.67B | +10.8% | $1.00 | +8.7% | 14.2% | 10.9% |
| FY2025 Q3 | $3.77B | +10.8% | $1.28 | +40.7% | 17.7% | 13.6% |
| FY2025 Q4 | $3.72B | +1.4% | $1.13 | -21.5% | 16.3% | 12.1% |
| FY2026 Q1 | $3.69B | +4.0% | $1.31 | +26.0% | 16.7% | 14.0% |
| FY2026 Q2 | $3.72B | +1.2% | $1.15 | +15.0% | 15.5% | 12.2% |