Zacks Research Lowers Earnings Estimates for Markel Group

Markel Group Inc. (NYSE:MKL) – Zacks Research decreased their Q1 2026 earnings per share estimates for Markel Group in a report released on Tuesday, September 23rd. Zacks Research analyst Team now expects that the insurance provider will post earnings of $24.03 per share for the quarter, down from their prior estimate of $24.27. 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 Q2 2026 earnings at $27.92 EPS, Q4 2026 earnings at $27.55 EPS, Q1 2027 earnings at $38.36 EPS, Q2 2027 earnings at $34.63 EPS and FY2027 earnings at $115.58 EPS.

Markel Group (NYSE:MKL) last issued its quarterly earnings results on Wednesday, July 30th. The insurance provider reported $25.46 earnings per share for the quarter, beating the consensus estimate of $24.74 by $0.72. The firm had revenue of $4.82 billion during the quarter, compared to the consensus estimate of $3.96 billion. Markel Group had a return on equity of 7.18% and a net margin of 13.39%.The company’s revenue was up 24.3% on a year-over-year basis. During the same period last year, the company earned $18.62 earnings per share.

Separately, Argus upgraded shares of Markel Group from a “hold” rating to a “buy” rating in a research note on Friday, May 30th. One investment analyst has rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $1,820.33.

Markel Group Stock Performance

Shares of MKL stock opened at $1,939.90 on Wednesday. The company has a market capitalization of $24.54 billion, a price-to-earnings ratio of 11.63 and a beta of 0.82. The company has a debt-to-equity ratio of 0.25, a quick ratio of 0.59 and a current ratio of 0.59. Markel Group has a one year low of $1,521.25 and a one year high of $2,075.92. The company’s 50-day moving average is $1,959.27 and its 200 day moving average is $1,908.00.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in MKL. Select Equity Group L.P. bought a new position in Markel Group during the first quarter valued at approximately $357,512,000. Norges Bank purchased a new stake in Markel Group during the 2nd quarter valued at $288,361,000. GAMMA Investing LLC raised its stake in Markel Group by 210,656.4% during the 1st quarter. GAMMA Investing LLC now owns 115,916 shares of the insurance provider’s stock valued at $216,718,000 after buying an additional 115,861 shares during the last quarter. Epoch Investment Partners Inc. lifted its holdings in shares of Markel Group by 49.5% during the 1st quarter. Epoch Investment Partners Inc. now owns 108,019 shares of the insurance provider’s stock valued at $201,953,000 after buying an additional 35,786 shares during the period. Finally, Nuveen LLC purchased a new position in shares of Markel Group in the 1st quarter worth $45,796,000. 77.12% of the stock is owned by hedge funds and other institutional investors.

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.