NYSE$WRB

W R Berkley Corporation · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

W. R. Berkley's financial performance demonstrated strong growth and profitability, marked by record operating income and a substantial return on equity.

W. R. Berkley Corporation reported a strong fourth quarter and full year for 2024, characterized by record operating income and a high return on equity. The company's net income for the fourth quarter increased by 45.0% to $576 million, and operating income rose by 15.5% to $453 million. The company's full year results were highlighted by record net income, with outstanding underwriting performance and net investment income, culminating in a 23.6% return on beginning of year equity.

  • Return on equity and operating return on equity were 30.9% and 24.3%, respectively, for the fourth quarter.
  • Net income increased 45.0% to $576 million, and operating income increased 15.5% to a record $453 million in Q4.
  • The current accident year combined ratio before catastrophe losses was 87.7%, and the reported combined ratio was 90.2%.
  • Operating cash flow increased 16.0% to $810.0 million for the quarter.

Headline financials

Total Revenue

$3.67B

Previous: $3.22B+13.9%
EPS (adj)

$1.13

Previous: $0.97+16.5%
Net Income

$576M

Previous: $397M+45.0%
Operating Income

$453M

Previous: $392M+15.5%

Revenue & EPS history

W. R. Berkley · Revenue · Quarterly

$3.67B

Q4 2024+13.9%vs Q4 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

W. R. Berkley · $2.25B total across 2 segments · Q1 2022

  • Insurance
    $1.96B
  • Reinsurance & Monoline Excess
    $286M

Forward guidance

The Company anticipates ongoing success for its shareholders in 2025. The current property and casualty (re)insurance and investment environments remain favorable to our business model. The Company is confident in its ability to deliver superior long-term risk-adjusted returns and enhanced shareholder value in 2025 and beyond.

Tailwinds

  • Favorable property and casualty (re)insurance environment
  • Positive investment environment
  • Ability to deliver superior long-term risk-adjusted returns
  • Potential for enhanced shareholder value
  • Strong financial records in 2024

Headwinds

  • Cyclical nature of the property casualty industry
  • Significant competition, including new entrants to the industry
  • Long-tail and potentially volatile nature of the insurance and reinsurance business
  • Investment risks, including those of our portfolio of fixed maturity securities and investments in equity securities
  • Natural and man-made catastrophic losses, including as a result of terrorist activities

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.1%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+2.8%

Avg return

30 days after

57%

39 / 69 earnings

Positive

+8.4%

Q4 2023

Best reaction

-8.5%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.5%+1.2%+3.3%
Q4 2025+0.4%+2.5%+7.0%
Q3 2025+2.2%+2.1%+5.2%
Q2 2025-1.1%+1.5%+3.2%
Q1 2025+5.2%+4.7%+7.2%
Q4 2024+3.2%+2.3%+6.7%
Q3 2024-4.5%-5.1%-0.5%
Q2 2024+1.3%+4.9%+11.8%
Q1 2024-6.7%-8.1%-5.5%
Q4 2023+8.4%+5.7%+11.1%
Q3 2023+5.5%+3.2%+12.3%
Q2 2023+1.6%+0.2%+2.2%
Q1 2023-8.5%-8.3%-8.2%
Q4 2022-3.1%-1.8%-7.1%
Q3 2022-3.2%+2.7%+4.2%
Q2 2022-1.6%-0.2%+6.2%
Q1 2022-1.0%-2.2%+1.5%
Q4 2021+2.8%+4.2%+10.7%
Q3 2021+4.8%+4.3%+2.3%
Q2 2021-2.2%-2.9%-0.2%
Q1 2021-0.3%+0.7%-2.8%
Q4 2020-6.7%-5.9%+5.6%
Q3 2020+6.4%+7.4%+9.2%
Q2 2020+0.8%+0.9%-5.1%
Q1 2020-7.2%-9.1%+0.9%
Q4 2019+1.6%+2.7%-2.2%
Q3 2019+1.3%-2.1%-4.4%
Q2 2019+3.1%+5.7%+9.3%
Q1 2019+4.6%+5.1%+6.5%
Q4 2018+2.6%+3.5%+11.4%
Q3 2018-0.5%+0.8%+6.2%
Q2 2018-0.5%+1.0%+4.0%
Q1 2018+1.9%+1.5%+2.9%
Q4 2017+1.8%+2.3%-5.3%
Q3 2017+0.4%-0.7%-5.2%
Q2 2017-3.0%-3.2%-6.0%
Q1 2017+0.3%-0.0%-0.1%
Q4 2016-0.3%+0.8%+5.5%
Q3 2016+2.3%+1.4%+9.9%
Q2 2016-0.4%-1.3%-1.0%
Q1 2016+1.9%
Q4 2015+0.5%
Q3 2015+2.3%
Q2 2015-2.8%
Q1 2015+0.3%
Q4 2014-2.4%
Q3 2014+3.4%
Q2 2014+0.5%
Q1 2014+2.8%
Q4 2013+0.7%
Q3 2013-1.7%
Q2 2013-3.5%
Q1 2013-0.7%
Q4 2012-1.0%
Q3 2012+1.9%
Q2 2012-2.1%
Q1 2012+0.7%
Q4 2011-0.7%
Q3 2011+2.0%
Q2 2011-7.5%
Q1 2010+1.2%
Q1 2011+3.1%
Q4 2010-0.9%
Q3 2010-3.2%
Q3 2009-3.2%
Q4 2009+0.6%
Q2 2010+0.6%
Q4 2008+0.6%
Q2 2009+0.6%

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