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WRB · NYSE · STOCK

W. R. Berkley (WRB) Stock Analysis

Financial Services Updated September 06, 2026
$69.18
52W $62.87 – $78.96
65/100
$25.74B
14.1
0.28
AI Committee Verdict
Buy
65/100
Conviction: Contested · 67% agreement · 6 analysts
+6.1%
-2.5%
2.50:1
Contested

Is WRB Bullish or Bearish?

Bullish. Innellis AI committee rates W. R. Berkley Corporation (WRB) Buy with a composite score of 65/100 , based on 6 analysts with 67% agreement. Last updated September 06, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +9.54 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -10.46 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — growth rate is decelerating quarter over quarter -- the trend line matters more than the level. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • P/E of 13.3 is inexpensive for the broad market — Value
  • ROE of 19.7% shows genuine earnings power backing the valuation — Value
  • MACD histogram positive -- bullish momentum — Technical
  • Low leverage (debt-to-equity 0.29) -- balance sheet can absorb a shock — Risk
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • News sentiment is positive (+0.44 across 9 articles, 14d) — News
Bear Case
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 06, 2026
Overall Committee Score
65/100
Agreement
67%
Analysts
6
Conviction
Contested
Sector Rank
Top 45%
of 211 Financial Services peers
Value Analyst bullish
70 / 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 13.3 is inexpensive for the broad market
Growth Analyst bearish
38 / 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst bullish
75 / 100 · Moderate confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.29) -- balance sheet can absorb a shock
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
72 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.44 across 9 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2704.43)
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Investment Thesis Evolution

Committee score moved marginally from 65.5 to 65.5.

Analyst-level changes:
  • Value Analyst: +1 bullish signal(s).

Comparing 2026-09-05 to 2026-09-06 (1 day apart).

Technical Analysis

RSI (14)
52.2
Neutral
MACD Histogram
0.044
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$67.48
Resistance
$73.42
Bollinger %B
0.49
Inside Bands
Price vs Moving Averages
EMA 9
$68.76 Above
EMA 21
$69.42 Below
EMA 50
$69.92 Below
EMA 200
$69.43 Below

Fundamental Analysis

Valuation
88
Growth
55
Profitability
62
Financial Health
74
Cash Flow
70
Valuation
P/E Ratio 14.1×
P/B Ratio 2.64×
PEG Ratio 1.36
Dividend Yield 2.70%
52W High $78.96
52W Low $62.87
Quality & Growth
ROE 1834.3%
ROA 403.8%
Gross Margin 4484.8%
Operating Margin 1369.0%
Revenue Growth YoY
Debt / Equity 0.28
AI Fundamental Assessment
P/E ratio of 14.1 (inexpensive relative to a 15-40x range); Price-to-book of 2.6x; PEG ratio of 1.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 18.3%; Return on assets of 4.0%; Net margin of 10.7%; Gross margin of 44.8%; Current ratio of 1.37 (tight short-term liquidity); Debt-to-equity of 0.28; Free cash flow per share is positive (8.99); Most recent quarter beat estimates by 15.9%; 2 consecutive earnings beats; EPS growth decelerating (+15.0% -> -2.3% QoQ); Average YoY EPS growth of 20.9%; Analyst estimates falling over recent quarters
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