Markel Corporation

Markel Corporation

MKLยทNYSE

$1.78K

-0.55%
Financial ServicesInsurance - Property & Casualty

Markel Corporation, a diverse financial holding company, markets and underwrites specialty insurance products in the United States, Bermuda, the United Kingdom, rest of Europe, Canada, the Asia Pacific, and the Middle East. Its Insurance segment 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. This segment also offers credit and surety products, and collateral protection insurance products. The company's Reinsurance segment offers transaction, healthcare, and environmental impairment liability; and specialty treaty reinsurance products comprising structured and whole turnover credit, political risk, mortgage and contract, and commercial surety reinsurance programs. Its Markel Ventures segment provides equipment used in baking systems and food processing; portable dredges; over-the-road car haulers and transportation equipment; and laminated oak and composite wood flooring, tube and tank trailers, as well as ornamental plants and residential homes, handbags, and architectural products. This segment also provides consulting, and other types of services to businesses and consumers, including distribution of exterior building products, crane rental, fire protection, and life safety services, management and technology consulting, and retail intelligence services. The company's Other segment provides healthcare, leasing and investment services, as well as operates as an insurance and investment fund manager offering a range of investment products, including insurance-linked securities, catastrophe bonds, insurance swaps, and weather derivatives; and program services. it also manages funds with third parties. Markel Corporation was founded in 1930 and is based in Glen Allen, Virginia.

At a Glance

Live Snapshot
Market Cap$22.24B
EPS169.7400
P/E Ratio10.47
Earnings Date07/29/2026
mkl

Markel Corporation Street Expectations Map

MKL ยท NYSE

Wall Street analysts project that MKL stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 1.95K, with estimates ranging from a low of 1.95K to a high of 1.95K.

Lowest Target
1.95K
9.70%
Consensus Target
1.95K
9.70%
Highest Target
1.95K
9.70%

The consensus 1-year price target stands at 1.95K, with estimates ranging from a low of 1.95K to a high of 1.95K.

Analyst Consensus Analysis

Upside Potential

+9.7%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Markel Corporation Forward Estimates of Revenue

MKL ยท NYSE
Latest Revenue
16.59B
FY 2025
Avg Estimate
18.04B
FY 2026
Estimate Range
18.01B - 18.08B
Analyst Spread

Forward Growth Analysis

Projected Growth+8.8%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Markel Corporation Forward Estimates of Net Income

MKL ยท NYSE
Latest Net Income
2.11B
FY 2025
Avg Estimate
1.46B
FY 2026
Estimate Range
1.42B - 1.51B
Analyst Spread

Forward Growth Analysis

Projected Growth-30.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Markel Corporation Forward Estimates of EPS

MKL ยท NYSE
Latest EPS
169.74
FY 2025
Avg Estimate
$112.38
FY 2026
Estimate Range
$108.69 - $115.43
Analyst Spread

Forward Growth Analysis

Projected Growth-33.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Markel Corporation Forward Estimates of EBIT

MKL ยท NYSE
Latest EBIT
2.94B
FY 2025
Avg Estimate
2.86B
FY 2026
Estimate Range
2.85B - 2.87B
Analyst Spread

Forward Growth Analysis

Projected Growth-2.7%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Markel Corporation Forward Estimates of EBITDA

MKL ยท NYSE
Latest EBITDA
2.94B
FY 2025
Avg Estimate
3.31B
FY 2026
Estimate Range
3.30B - 3.32B
Analyst Spread

Forward Growth Analysis

Projected Growth+12.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

mkl

Markel Corporation Forward Estimates of SG&A Expense

MKL ยท NYSE
Latest SG&A Expense
0.00
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

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Markel Corporation Insider Positioning

MKL ยท NYSE

During the last 12 months, insiders have purchased $371K and sold $1.07M worth of MKL shares, resulting in $697K of net selling activity.

3 Months

Bought

207

371.06K

Sold

35

64.61K

Net Activity

+306K

+$306K

3-6 Months

Bought

0

0.00

Sold

164

342.35K

Net Activity

-342K

-$342K

6-9 Months

Bought

0

0.00

Sold

245

512.47K

Net Activity

-512K

-$512K

9-12 Months

Bought

0

0.00

Sold

75

148.78K

Net Activity

-149K

-$149K

Top Buyers

1
LD

Leopold Diane

Director

150 sharesโ€ข2 transactions

$269K

2
PAL

Puckett A. Lynne

Director

57 sharesโ€ข1 transactions

$102K

Top Sellers

1
MSA

Markel Steven A

Director

234 sharesโ€ข3 transactions

$491K

2
WS

Wilson Simon

Officer: Evp And Ceo, Markel Insurance

175 sharesโ€ข2 transactions

$363K

3
GMP

Grandis Meade P.

Officer: Cao And Controller

75 sharesโ€ข1 transactions

$149K

4
HGJ

Harris Greta J

Director

35 sharesโ€ข1 transactions

$65K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Negative insider sentiment with $697K net selling. Selling notably exceeds buying, warranting closer scrutiny of company fundamentals.

Buy/Sell Ratio

0.35:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$306K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Moderate Selling

4 insider sellers vs. 2 buyers. More insiders selling than buying suggests cautious or negative sentiment.