Property casualty insurer W. R. Berkley (NYSE: WRB) will be reporting earnings this Monday afternoon. Here’s what to expect.

W. R. Berkley beat analysts’ revenue expectations by 1.7% last quarter, reporting revenues of $3.77 billion, up 10.8% year on year. It was a slower quarter for the company, with a significant miss of analysts’ book value per share estimates and EPS in line with analysts’ estimates.

Is W. R. Berkley a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting W. R. Berkley’s revenue to grow 2.4% year on year to $3.76 billion, slowing from the 13.9% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.12 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. W. R. Berkley has missed Wall Street’s revenue estimates twice over the last two years.

Looking at W. R. Berkley’s peers in the property & casualty insurance segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Travelers delivered year-on-year revenue growth of 3.2%, beating analysts’ expectations by 0.5%, and RLI reported revenues up 2.8%, in line with consensus estimates. Travelers traded up 3.3% following the results while RLI was down 3.1%.

Read our full analysis of Travelers’s results here and RLI’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the property & casualty insurance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 5.7% on average over the last month. W. R. Berkley is down 6% during the same time and is heading into earnings with an average analyst price target of $70.31 (compared to the current share price of $66.98).

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