Q2 EPS Estimates for Markel Group Reduced by Zacks Research

Markel Group Inc. (NYSE:MKL) – Analysts at Zacks Research dropped their Q2 2025 earnings estimates for shares of Markel Group in a report issued on Wednesday, February 26th. Zacks Research analyst R. Department now expects that the insurance provider will post earnings per share of $26.15 for the quarter, down from their previous forecast of $26.53. 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 Q3 2025 earnings at $22.75 EPS, FY2025 earnings at $95.07 EPS and FY2027 earnings at $113.20 EPS.

Markel Group (NYSE:MKL) last released its earnings results on Wednesday, February 5th. The insurance provider reported $20.51 earnings per share for the quarter, missing analysts’ consensus estimates of $20.66 by ($0.15). Markel Group had a return on equity of 7.55% and a net margin of 16.34%.

Several other research analysts have also recently commented on the company. Royal Bank of Canada raised their target price on Markel Group from $1,750.00 to $2,025.00 and gave the stock a “sector perform” rating in a research report on Friday, February 7th. TD Cowen lowered shares of Markel Group from a “buy” rating to a “hold” rating and dropped their price target for the stock from $1,986.00 to $1,836.00 in a research report on Monday, December 2nd. Finally, StockNews.com downgraded Markel Group from a “buy” rating to a “hold” rating in a report on Friday, February 14th. One equities research analyst has rated the stock with a sell rating and six have given a hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $1,685.17.

Markel Group Price Performance

Shares of NYSE:MKL opened at $1,900.29 on Friday. The firm has a market capitalization of $24.44 billion, a PE ratio of 9.55 and a beta of 0.78. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 0.26. Markel Group has a 1-year low of $1,417.65 and a 1-year high of $2,063.68. The business’s 50 day moving average is $1,807.70 and its 200-day moving average is $1,683.54.

Insider Buying and Selling at Markel Group

In related news, CEO Thomas Sinnickson Gayner acquired 100 shares of the firm’s stock in a transaction that occurred on Friday, February 7th. The stock was acquired at an average cost of $2,008.01 per share, with a total value of $200,801.00. Following the completion of the purchase, the chief executive officer now directly owns 48,945 shares in the company, valued at approximately $98,282,049.45. This trade represents a 0.20 % increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Steven A. Markel sold 88 shares of the company’s stock in a transaction dated Wednesday, February 26th. The shares were sold at an average price of $1,860.03, for a total value of $163,682.64. Following the completion of the sale, the director now directly owns 63,436 shares of the company’s stock, valued at approximately $117,992,863.08. This trade represents a 0.14 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 2,034 shares of company stock worth $3,778,952. Company insiders own 1.71% of the company’s stock.

Institutional Trading of Markel Group

A number of large investors have recently made changes to their positions in MKL. Davis Selected Advisers grew its stake in Markel Group by 27.9% in the fourth quarter. Davis Selected Advisers now owns 370,522 shares of the insurance provider’s stock valued at $639,606,000 after acquiring an additional 80,922 shares during the period. State Street Corp lifted its holdings in shares of Markel Group by 4.2% during the 3rd quarter. State Street Corp now owns 329,209 shares of the insurance provider’s stock valued at $516,391,000 after purchasing an additional 13,372 shares in the last quarter. Boston Partners increased its stake in Markel Group by 17.6% during the 4th quarter. Boston Partners now owns 281,820 shares of the insurance provider’s stock worth $486,580,000 after purchasing an additional 42,178 shares in the last quarter. Geode Capital Management LLC increased its stake in Markel Group by 5.2% during the 3rd quarter. Geode Capital Management LLC now owns 209,054 shares of the insurance provider’s stock worth $327,131,000 after purchasing an additional 10,254 shares in the last quarter. Finally, Norges Bank acquired a new stake in Markel Group during the 4th quarter worth approximately $254,795,000. Institutional investors own 77.12% of the company’s stock.

About Markel Group

Markel Group Inc, a diverse holding company, engages in marketing and underwriting specialty insurance products in the United States, Bermuda, the United Kingdom, and Germany. The company offers general and professional liability, personal lines, marine and energy, specialty programs, and workers' compensation insurance products; and property coverages that include fire, allied lines, and other specialized property coverages, including catastrophe-exposed property risks, such as earthquake and wind.