For the quarter ended March 2025, W.R. Berkley (WRB) reported revenue of $3.53 billion, up 9.3% over the same period last year. EPS came in at $1.01, compared to $1.04 in the year-ago quarter.
The reported revenue represents a surprise of +2.22% over the Zacks Consensus Estimate of $3.45 billion. With the consensus EPS estimate being $1.01, the company has not delivered EPS surprise.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how W.R. Berkley performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Expense Ratio - Total: 27.8% compared to the 28.9% average estimate based on four analysts.
- Combined Ratio - Total: 90.9% versus 90.7% estimated by four analysts on average.
- Loss Ratio - Insurance Segment: 63.9% versus 62.1% estimated by three analysts on average.
- Loss ratio - Total: 63.1% versus the three-analyst average estimate of 61.5%.
- Revenues from non-insurance businesses: $128.91 million versus $126.01 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +6.5% change.
- Net premiums earned: $3.01 billion versus $2.99 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +9% change.
- Net investment income: $360.29 million compared to the $345.95 million average estimate based on five analysts. The reported number represents a change of +12.7% year over year.
- Insurance service fees: $28.93 million versus the four-analyst average estimate of $25.69 million. The reported number represents a year-over-year change of +14.3%.
- Net premiums earned- Reinsurance & Monoline Excess: $369.87 million versus the three-analyst average estimate of $357.45 million. The reported number represents a year-over-year change of +1.2%.
- Other income (loss): $0.53 million versus $0.82 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +7.5% change.
- Net premiums earned- Insurance: $2.64 billion versus $2.59 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +10.2% change.
- Net investment gains (losses)- Net realized gains on investment sales: $15.71 million versus the two-analyst average estimate of $16.24 million. The reported number represents a year-over-year change of +36.6%.
View all Key Company Metrics for W.R. Berkley here>>>
Shares of W.R. Berkley have returned +8.8% over the past month versus the Zacks S&P 500 composite's -5.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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W.R. Berkley Corporation (WRB): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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