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W.R. Berkley stock target cut, maintains buy rating from CFRA on stock split

EditorNatashya Angelica
Published 07/23/2024, 12:38 PM
WRB
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On Tuesday, CFRA adjusted its outlook on shares of W.R. Berkley Corporation (NYSE:WRB), lowering the price target to $62 from the previous $90. The firm upheld a Buy rating on the stock, despite the revision. The new target price takes into account the recent 3-for-2 stock split, effective July 11, 2024, which adjusted the pre-split target price to $60, and includes a $2 post-split increase.

The valuation of W.R. Berkley shares is based on 13.3 times the projected 2026 operating earnings per share (EPS) of $4.65 and 14.3 times the 2025 EPS estimate of $4.33, adjusted from the company's three-year average forward multiple of 14.6 times and a peer average of 14 times.

The firm also raised its 2024 EPS estimate for W.R. Berkley by $0.10 to $4.10. This adjustment followed a strong second-quarter performance, where the company reported earnings of $1.04 per share, surpassing both CFRA's adjusted estimate of $0.99 and the consensus of $0.92.

The reported earnings were supported by a 15% increase in revenue, exceeding the analyst's forecasted range of 9%-14%. This revenue spike was attributed to a 12% growth in premiums and a notable 52% jump in investment income.

Despite a slight weakening in underwriting results due to higher catastrophe-related losses, the company maintained profitability in its underwriting business, as evidenced by a second-quarter combined ratio of 91.1%, compared to 89.6% previously.

CFRA has adjusted its revenue growth forecast for W.R. Berkley to between 10% and 15% for 2024 and 2025, citing the company's capacity to capitalize on the current robust insurance pricing and demand environment.

In conclusion, CFRA views W.R. Berkley shares as undervalued when compared to historical averages of its peers. The firm's analysis suggests the stock presents a favorable buying opportunity, considering the company's solid financial performance and positive growth prospects in the coming years.

In other recent news, W.R. Berkley Corporation has reported a substantial 35% rise in operating income during its second quarter 2024 earnings call, hitting $418 million or $1.04 per share. This increase is largely credited to strong underwriting and robust investment income.

The company further revealed record net premiums written of $3.1 billion, indicating an 11.2% growth. Shareholders saw a total capital return of $381 million through dividends and share repurchases.

The company's stockholders' equity rose by 4.3% to $7.8 billion, and book value per share increased by 5.4% to $20.42. W.R. Berkley maintains a positive outlook, keeping its expense ratio well below 30% and expressing confidence in its growth and capital management strategies. The company anticipates an annual growth rate of 10% to 15% and is poised to continue returning capital to shareholders effectively.

However, concerns were raised about the impact of national deficit, spending, and policy changes on inflation. Some states' insurance departments resist rate increases needed by carriers. Despite these concerns, W.R. Berkley is focused on risk management and maintains a positive outlook on its future growth.

InvestingPro Insights

As W.R. Berkley Corporation (NYSE:WRB) navigates the dynamic insurance market, InvestingPro data indicates a solid financial position with a market capitalization of $20.59 billion and a healthy P/E ratio of 13.65, which adjusts slightly to 13.42 when looking at the last twelve months as of Q1 2024. This is complemented by a PEG ratio of just 0.29 for the same period, signaling potential undervaluation relative to earnings growth expectations.

InvestingPro Tips highlight that, despite some analysts revising their earnings downwards for the upcoming period, the company is trading at a low P/E ratio relative to near-term earnings growth. Moreover, W.R. Berkley has maintained dividend payments for 50 consecutive years, a testament to its financial resilience and commitment to shareholder returns. Notably, the company has been profitable over the last twelve months and has delivered a high return over the last decade.

For investors seeking more in-depth analysis, additional InvestingPro Tips can be found at https://www.investing.com/pro/WRB, which may further inform investment decisions. Remember to use the coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription, unlocking even more valuable insights.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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