Q4 EPS Estimates for Markel Group Lifted by Zacks Research

Markel Group Inc. (NYSE:MKL) – Stock analysts at Zacks Research lifted their Q4 2025 EPS estimates for shares of Markel Group in a report issued on Monday, December 15th. Zacks Research analyst Team now expects that the insurance provider will post earnings of $22.73 per share for the quarter, up from their prior estimate of $22.56. The consensus estimate for Markel Group’s current full-year earnings is $96.25 per share. Zacks Research also issued estimates for Markel Group’s Q4 2026 earnings at $29.51 EPS, Q1 2027 earnings at $32.25 EPS, Q2 2027 earnings at $28.79 EPS and Q3 2027 earnings at $26.07 EPS.

Markel Group (NYSE:MKL) last released its earnings results on Wednesday, October 29th. The insurance provider reported $30.90 EPS for the quarter, beating the consensus estimate of $22.77 by $8.13. The company had revenue of $3.93 billion for the quarter, compared to analyst estimates of $3.77 billion. Markel Group had a net margin of 12.99% and a return on equity of 7.76%.

Several other equities research analysts have also recently weighed in on the company. Cowen restated a “hold” rating on shares of Markel Group in a report on Tuesday, October 7th. Weiss Ratings reissued a “buy (b+)” rating on shares of Markel Group in a research note on Monday. Two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $2,025.00.

Markel Group Stock Performance

NYSE MKL opened at $2,168.96 on Thursday. The company has a 50-day simple moving average of $2,019.91 and a two-hundred day simple moving average of $1,979.54. Markel Group has a 12-month low of $1,621.89 and a 12-month high of $2,194.31. The firm has a market cap of $27.35 billion, a price-to-earnings ratio of 13.58 and a beta of 0.81. The company has a quick ratio of 0.60, a current ratio of 0.60 and a debt-to-equity ratio of 0.24.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC bought a new position in Markel Group in the fourth quarter worth about $236,000. Aberdeen Group plc grew its holdings in shares of Markel Group by 167.3% during the 1st quarter. Aberdeen Group plc now owns 5,809 shares of the insurance provider’s stock worth $10,861,000 after acquiring an additional 3,636 shares during the period. American Century Companies Inc. grew its holdings in shares of Markel Group by 50.3% during the 1st quarter. American Century Companies Inc. now owns 23,952 shares of the insurance provider’s stock worth $44,781,000 after acquiring an additional 8,014 shares during the period. Cresset Asset Management LLC raised its position in shares of Markel Group by 84.7% in the 1st quarter. Cresset Asset Management LLC now owns 229 shares of the insurance provider’s stock worth $428,000 after acquiring an additional 105 shares in the last quarter. Finally, Steward Partners Investment Advisory LLC lifted its stake in shares of Markel Group by 86.6% in the 1st quarter. Steward Partners Investment Advisory LLC now owns 2,237 shares of the insurance provider’s stock valued at $4,182,000 after purchasing an additional 1,038 shares during the period. 77.12% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, Director Steven A. Markel sold 1,330 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $2,119.12, for a total transaction of $2,818,429.60. Following the transaction, the director directly owned 60,368 shares of the company’s stock, valued at approximately $127,927,036.16. The trade was a 2.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Simon Wilson sold 75 shares of the company’s stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $2,072.94, for a total value of $155,470.50. Following the transaction, the chief executive officer owned 1,770 shares of the company’s stock, valued at approximately $3,669,103.80. This represents a 4.07% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 1,575 shares of company stock worth $3,330,900. Corporate insiders own 1.66% of the company’s stock.

About Markel Group

Markel Group (NYSE: MKL) is a diversified insurance holding company best known for underwriting specialty insurance products. Founded in 1930 and headquartered in Richmond, Virginia, the company provides a wide range of commercial property and casualty coverages tailored to niche and hard-to-place risks. Its underwriting operations focus on specialty lines across multiple industries, delivering customized policy structures, program administration, and claims management services for complex exposures.

In addition to primary specialty insurance, Markel operates reinsurance and alternative risk-transfer activities and manages invested assets derived from underwriting float.