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Markel Group Inc.NYSE:MKL Stock Report

Market Cap US$22.0b
Share Price
US$1.77k
US$2.07k
14.3% undervalued intrinsic discount
1Y-2.9%
7D-8.2%
Portfolio Value
View

Markel Group Inc.

NYSE:MKL Stock Report

Market Cap: US$22.0b

Markel Group (MKL) Stock Overview

Engages in the insurance business in the United States, the United Kingdom, Bermuda, Germany, rest of the European Union, Canada, and the Asia Pacific. More details

MKL fundamental analysis
Snowflake Score
Valuation2/6
Future Growth1/6
Past Performance2/6
Financial Health5/6
Dividends0/6

Rewards

Risk Analysis

MKL passed our risk checks.

MKL Community Fair Values

Create Narrative

See what 35 others think this stock is worth. Follow their fair value or set your own to get alerts.

Markel Group Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Markel Group
Historical stock prices
Current Share PriceUS$1,772.47
52 Week HighUS$2,207.59
52 Week LowUS$1,719.41
Beta0.79
1 Month Change-7.40%
3 Month Change-13.14%
1 Year Change-2.85%
3 Year Change32.62%
5 Year Change47.90%
Change since IPO14,958.15%

Recent News & Updates

MKL: Future Outlook Will Weigh Neutral Rating Governance Changes And Ongoing Buybacks

Analysts have adjusted their price target on Markel Group to $2,069, reflecting updated views on fair value, discount rate, and long term profit assumptions following recent research, including a resumed Neutral rating at Brean Capital and a $100 price target revision at Truist. Analyst Commentary Bullish Takeaways Bullish analysts view the updated US$2,069 price target and recent US$100 upward revision as better aligned with their view of Markel Group's fair value, given current assumptions on profitability and risk.

MKL: Future Outlook Will Weigh Buybacks Neutral Stance And Steady Earnings

Analysts have trimmed their Markel Group price target by about $16 to reflect slightly updated assumptions around fair value, revenue growth, profit margin and future P/E, following recent research that includes a resumed Neutral rating and a separate $100 price target adjustment. Analyst Commentary Recent Street research on Markel Group highlights a mix of optimism and caution, with one set of analysts resuming coverage at Neutral and another adjusting the price target by about $100 based on updated assumptions.

MKL: Future Outlook Will Reflect Buybacks And Stable Earnings Expectations

Analysts have nudged their fair value target for Markel Group up by about $14 to $2,085, citing updated expectations around revenue growth, profit margins, a slightly lower future P/E multiple, and recent Street research that includes a resumed Neutral rating and a $100 price target adjustment. Analyst Commentary Bullish Takeaways Bullish analysts view the resumed Neutral coverage as a sign that Markel Group remains investable, with fundamentals viewed as sufficiently stable to support updated fair value work.

MKL: Future Outlook Will Reflect Buybacks And Stable Earnings Assumptions

Analysts have increased their price target on Markel Group by $100, citing updated assumptions around revenue growth, profit margins, and future P/E, which they say support a fair value estimate of $2,071.75. Analyst Commentary Analysts updating their models around Markel Group are framing the new $2,071.75 fair value estimate in terms of how realistic the revised revenue, margin, and P/E assumptions look over time.

Recent updates

MKL: Future Outlook Will Weigh Neutral Rating Governance Changes And Ongoing Buybacks

Analysts have adjusted their price target on Markel Group to $2,069, reflecting updated views on fair value, discount rate, and long term profit assumptions following recent research, including a resumed Neutral rating at Brean Capital and a $100 price target revision at Truist. Analyst Commentary Bullish Takeaways Bullish analysts view the updated US$2,069 price target and recent US$100 upward revision as better aligned with their view of Markel Group's fair value, given current assumptions on profitability and risk.

MKL: Future Outlook Will Weigh Buybacks Neutral Stance And Steady Earnings

Analysts have trimmed their Markel Group price target by about $16 to reflect slightly updated assumptions around fair value, revenue growth, profit margin and future P/E, following recent research that includes a resumed Neutral rating and a separate $100 price target adjustment. Analyst Commentary Recent Street research on Markel Group highlights a mix of optimism and caution, with one set of analysts resuming coverage at Neutral and another adjusting the price target by about $100 based on updated assumptions.

MKL: Future Outlook Will Reflect Buybacks And Stable Earnings Expectations

Analysts have nudged their fair value target for Markel Group up by about $14 to $2,085, citing updated expectations around revenue growth, profit margins, a slightly lower future P/E multiple, and recent Street research that includes a resumed Neutral rating and a $100 price target adjustment. Analyst Commentary Bullish Takeaways Bullish analysts view the resumed Neutral coverage as a sign that Markel Group remains investable, with fundamentals viewed as sufficiently stable to support updated fair value work.

MKL: Future Outlook Will Reflect Buybacks And Stable Earnings Assumptions

Analysts have increased their price target on Markel Group by $100, citing updated assumptions around revenue growth, profit margins, and future P/E, which they say support a fair value estimate of $2,071.75. Analyst Commentary Analysts updating their models around Markel Group are framing the new $2,071.75 fair value estimate in terms of how realistic the revised revenue, margin, and P/E assumptions look over time.

MKL: Future Outlook Will Reflect Buybacks And Refined Earnings Assumptions

Analysts have lifted their price target on Markel Group by $100 to $2,071.75, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that collectively support a slightly higher valuation framework. Analyst Commentary Bullish Takeaways Bullish analysts argue that the refreshed fair value work supports the higher price target, with updated assumptions across revenue, margins and P/E bringing their framework closer to current market conditions.

MKL: Future Outlook Will Reflect Buybacks And Steady Earnings Assumptions

Analysts have nudged their fair value estimate for Markel Group higher from US$2,041.40 to US$2,064.25, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples reflected in recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts view the higher fair value estimate of US$2,064.25 as consistent with refreshed assumptions on revenue growth and profit margins.

MKL: Future Outlook Will Reflect Completed Buybacks And Stable Earnings Assumptions

Analysts now see fair value for Markel Group at about $2,041 per share, roughly $10 lower than before. This reflects slightly different views on revenue growth, profit margins and the forward P/E that feed into their updated price target work.

MKL: Future Outlook Will Reflect Steady Buybacks And Stable Earnings Assumptions

Analysts have maintained their fair value estimate for Markel Group at about $2,051, with only very small tweaks to the discount rate, long term revenue growth, profit margin, and future P/E assumptions. This reflects largely unchanged views on the stock’s risk and earnings power.

Markel Group: Unboxing Markel Ventures Confirms Investment Skill

Jan 02

MKL: Future Outlook Will Reflect Buybacks And 2025–2026 Earnings Estimates

Analysts have modestly lifted their price target on Markel Group, with updated models incorporating 2025 and 2026 estimates supporting a move from approximately $2,051 to about $2,107 per share. Analyst Commentary Analysts characterize the latest target increase as a valuation catch up to improved earnings visibility rather than a shift to a more constructive stance on the stock.

MKL: Medium-Term Outlook Will Reflect Buybacks And 2025–2026 Earnings Visibility

Analysts have modestly lifted their price target on Markel Group, raising it by approximately $270 to around $2,100 per share. Updated 2025 and 2026 estimates support a slightly higher valuation outlook.

MKL: Medium-Term Performance Will Reflect Buybacks and Revised 2025 Outlook Updates

Narrative Update on Markel Group Analysts have increased their fair value estimate for Markel Group by $40, citing stronger revenue growth forecasts and recent model updates for 2025 and 2026. Analyst Commentary Bullish Takeaways Bullish analysts point to updated forecasts that show robust revenue growth through 2025 and 2026, emphasizing the company’s expanding market reach.

MKL: Future Revenue Expectations And Buybacks Will Shape Medium-Term Performance

Analysts have increased their price target for Markel Group from $1,836 to $2,107, citing stronger expected revenue growth as well as updated forecasts for 2025 and 2026. Analyst Commentary Recent analyst discussions have centered on Markel Group's updated financial outlook and the implications for its valuation.

Analysts Lift Markel Group Price Target Amid Confident Outlook and Ongoing Share Buybacks

Analysts have raised their price target for Markel Group from $1,985.40 to $2,009.40, citing updated models with new revenue growth and profit margin estimates for the coming years. Analyst Commentary Bullish Takeaways Bullish analysts have increased price targets in response to stronger revenue growth and improved profit margin projections in updated financial models.

Decentralized Operations And Digital Transformation Will Improve Specialty Insurance Outcomes

Narrative Update on Markel Group Analysts have increased their fair value estimate for Markel Group from $1,931.20 to $1,985.40. This change reflects updates to forward assumptions and continued model revisions that account for revised future estimates.

Decentralized Operations And Digital Transformation Will Improve Specialty Insurance Outcomes

As both consensus revenue growth and net profit margin forecasts for Markel Group remain steady, analysts have left their price target unchanged at $1931. What's in the News Repurchased 49,140 shares (0.39%) for $90.45 million in Q2 2025, completing repurchase of 194,494 shares (1.52%) for $351.23 million under the current buyback program.

Markel Group: Positive Change In Insurance Leadership

Mar 20

Markel: Why You Should Consider Buying This Stock In 2025

Jan 28

Markel: Still A Hold

Dec 30

Markel Stock: High-Quality At A Discount

Oct 14

Markel: Remains A Long Term Buy

Sep 25

Markel Group's Q2: Nearly A Century Of Growth Facing Modern Headwinds

Aug 22

Markel Group: Higher-For-Longer Interest Rates Are Increasing Profitability

Jun 02

Markel: Buybacks Are A Good Sign

Mar 05

Markel: Listening To Warren Buffett And Being Cautious

Feb 16

Markel: I Still See Value In The Long Term

Feb 05

Markel Group: Soaring Investment Income And Value

Jan 22

Markel: A Hiccup In The Insurance Engine, I'm Still Holding

Dec 06

Markel Group: Outstanding Business For 2024 And Beyond

Nov 24

Shareholder Returns

MKLUS InsuranceUS Market
7D-8.2%-1.9%0.6%
1Y-2.9%-5.8%28.7%

Return vs Industry: MKL exceeded the US Insurance industry which returned -6.4% over the past year.

Return vs Market: MKL underperformed the US Market which returned 27.6% over the past year.

Price Volatility

Is MKL's price volatile compared to industry and market?
MKL volatility
MKL Average Weekly Movement3.1%
Insurance Industry Average Movement4.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

Stable Share Price: MKL has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: MKL's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
193022,900Tom Gaynerwww.mklgroup.com

Markel Group Inc. engages in the insurance business in the United States, the United Kingdom, Bermuda, Germany, rest of the European Union, Canada, and the Asia Pacific. It operates through Markel Insurance, Industrial, Financial, and Consumer and Other segments. The company offers general and professional liability, specialty programs, workers' compensation, and marine and energy insurance; personal lines insurance, such as property coverage for homeowners; property insurance coverages, including fire, windstorm, hail, water damage, and catastrophe-exposed property risks, such as earthquake and wind; and credit and surety products.

Markel Group Inc. Fundamentals Summary

How do Markel Group's earnings and revenue compare to its market cap?
MKL fundamental statistics
Market capUS$22.01b
Earnings (TTM)US$1.75b
Revenue (TTM)US$16.01b
12.7x
P/E Ratio
1.4x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
MKL income statement (TTM)
RevenueUS$16.01b
Cost of RevenueUS$8.12b
Gross ProfitUS$7.90b
Other ExpensesUS$6.15b
EarningsUS$1.75b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)139.56
Gross Margin49.31%
Net Profit Margin10.91%
Debt/Equity Ratio23.5%

How did MKL perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/30 12:44
End of Day Share Price 2026/04/30 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Markel Group Inc. is covered by 15 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jacob KilsteinArgus Research Company
Jay CohenBofA Global Research
Robert FarnamBrean Capital Historical (Janney Montgomery)