Markel Group Framtida tillväxt

Future kriterier kontrolleras 1/6

Markel Group förväntas öka intäkter och intäkter med 3.8% respektive 3.8% per år. EPS förväntas tillväxt med 10.4% per år. Avkastningen på eget kapital förväntas bli 9.1% om 3 år.

Viktig information

3.8%

Tillväxttakt i vinsten

10.44%

Tillväxttakt för EPS

Insurance vinsttillväxt	1.9%
Intäkternas tillväxttakt	3.8%
Framtida avkastning på eget kapital	9.13%
Bevakning av analytiker	Low
Senast uppdaterad	15 May 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Uppdatering av berättelse • May 15

MKL: Neutral Outlook Will Balance Governance Pressure With Ongoing Share Repurchases

Analysts have trimmed their price target on Markel Group by about $64 to $2,005. This reflects updated assumptions around higher discount rates, a different revenue growth outlook, a slightly lower profit margin, and a modestly adjusted future P/E.

Uppdatering av berättelse • Apr 28

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.

Uppdatering av berättelse • Apr 13

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.

Uppdatering av berättelse • Jan 10

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.

Seeking Alpha • Jan 02

Markel Group: Unboxing Markel Ventures Confirms Investment Skill

Summary Markel Group (MKL) earns a 'Strong Buy' rating, driven by attractive valuation, improved disclosures, and robust capital allocation discipline. MKL’s new segment reporting enhances transparency, allowing investors to track insurance ROE and segment-level returns on capital, mirroring some of Berkshire Hathaway’s best practices. Insurance segment ROE averaged 12%, while Industrial, Consumer & Other, and Financial segments posted strong tangible capital returns of 25%, 22%, and 58%, respectively. Shares trade at a +25% margin of safety to intrinsic value estimates, with ongoing restructuring and disciplined share repurchases supporting long-term compounding potential. Read the full article on Seeking Alpha

Uppdatering av berättelse • Dec 24

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.

Uppdatering av berättelse • Dec 10

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.

Uppdatering av berättelse • Nov 26

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.

Uppdatering av berättelse • Nov 05

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.

Uppdatering av berättelse • Oct 22

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.

Uppdatering av berättelse • Oct 08

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.

Uppdatering av berättelse • Sep 04

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.

Seeking Alpha • Mar 20

Markel Group: Positive Change In Insurance Leadership

Summary I view the appointment of Simon Wilson as CEO of Markel Insurance as highly positive. Share buybacks will keep increasing due to the option to redeem the preferred shares at $1,000 per share on June 1st. The value of the insurance business and Markel Ventures separately exceeds its current market cap, but a spin-off would not be positive over the long term. The long-term debt is rolled over at higher rates, increasing Markel's investment income. Read the full article on Seeking Alpha

Seeking Alpha • Jan 28

Markel: Why You Should Consider Buying This Stock In 2025

Summary I rate Markel as a 'buy' due to its strong business model combining insurance, investments, and ventures, similar to Berkshire Hathaway. Markel stands out as a well-diversified insurance company with a robust business model. The company benefits from exceptional management, driving consistent performance and growth. Its long-term strategic focus positions it for sustained success in the insurance industry. Read the full article on Seeking Alpha

Seeking Alpha • Dec 30

Markel: Still A Hold

Summary Despite strong recent performance, I maintain a "Hold" rating on Markel due to potential challenges in both its insurance and investment segments. Markel's Q3/24 results were exceptional, with a 36.6% YoY revenue increase and a significant jump in operating income and EPS. The investment business showed substantial gains, but fluctuating investment results make metrics like P/E ratio less reliable for valuation. Despite low valuation multiples, I remain cautious about financial businesses like Markel facing potential headwinds in the coming years. Read the full article on Seeking Alpha

Seeking Alpha • Oct 14

Markel Stock: High-Quality At A Discount

Summary Markel stock trades at a significant discount to peers, despite strong investment income and improved underwriting, making it an attractive entry point for investors. The company’s investment portfolio, worth ~$30 billion, and Markel Ventures, valued at $6 billion, provide a substantial margin of safety. Markel has compounded book value at 11% annually and is expected to continue growing at low double-digit rates, despite earnings volatility. Investors with a long-term horizon should consider Markel for its low-risk growth potential and attractive risk-return tradeoff. Read the full article on Seeking Alpha

Seeking Alpha • Sep 25

Markel: Remains A Long Term Buy

Summary Markel has a strong 30+ year track record but faced recent growth challenges due to natural catastrophes, economic inflation, and poor acquisitions. Despite setbacks, Markel's integrity and strategic actions have led to improving fundamentals, with book value growing annually and a promising future outlook. Growth re-acceleration is expected through insurance premium growth, profitability improvements, Ventures acquisitions, and sustained high-interest income from the insurance float. Risks include longer tail insurance losses and executive turnover, but strong leadership and strategic measures mitigate these concerns, making Markel a long-term attractive stock. Read the full article on Seeking Alpha

Seeking Alpha • Aug 22

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

Summary Markel Group Inc., a diversified holding company, operates in insurance, investments, and Markel Ventures. Recent financial performance has been lackluster, with lower-than-expected earnings and revenue. Despite solid long-term growth, Markel faces challenges such as underperformance in EBITDA and cash flow, leading to a “Hold” rating. Read the full article on Seeking Alpha

Seeking Alpha • Jun 02

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

Summary Markel Group stock is up 15.6% in 2024, on track to meet the projected 24% increase for the full year. The Q1 results show positive performance in insurance, investments, and Markel Ventures. Markel accelerated its share buyback program, nearly doubling its purchases to $161 million and reducing the share count by 2.3% year-over-year. As interest rates remain high, Markel's float becomes more valuable, benefiting from increased yields. Despite the recent price increase, I still consider Markel's shares to be undervalued. Read the full article on Seeking Alpha

Seeking Alpha • Mar 05

Markel: Buybacks Are A Good Sign

Summary Markel Group Inc.'s insurance engine struggled in 2023, but the Markel Ventures engine and the investment engine are performing well. Markel has been actively buying back shares, indicating management's confidence in the company's three engines. The valuation framework attempts to align with CEO Tom Gayner's approach in broad strokes. Read the full article on Seeking Alpha

Seeking Alpha • Feb 16

Markel: Listening To Warren Buffett And Being Cautious

Summary Markel reported full year results for fiscal 2023 and while investing and ventures performed solid, the insurance business disappointed. Berkshire Hathaway sold its position in Markel in Q4/23 and this might underline Buffett being cautious about the stock market. The stock appears still undervalued but considering potential risks on the horizon, I would be cautious as well. Read the full article on Seeking Alpha

Seeking Alpha • Feb 05

Markel: I Still See Value In The Long Term

Summary Markel's success is attributed to its powerful insurance engine, which generates "free capital" for investments. The insurance segment is crucial for sustaining this capital, as customers' premiums fund future investments. Markel's niche-oriented insurance offerings and focus on customer experience contribute to its low price elasticity and customer churn. Read the full article on Seeking Alpha

Seeking Alpha • Jan 22

Markel Group: Soaring Investment Income And Value

Summary Markel Group operates a unique business model, retaining all earnings and investing in higher-yielding assets like stocks to compound shareholders' capital. The insurance operations of Markel are of good quality, with rapid growth in premiums and underwriting profits. Insurance earnings can then be redeployed to other asset classes. Markel has the potential to generate above-average book value growth by matching strong fixed-income returns with profitable investments in equity markets. Read the full article on Seeking Alpha

Seeking Alpha • Dec 06

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

Summary Markel's Q3 earnings report showed worse than expected insurance results, causing the stock to drop over 12%. The Insurance segment, historically the best performing segment, experienced a slowdown in growth due to divergent pricing trends and discontinuation of a program. Despite the challenges, Markel's expertise, discipline, and ability to access multiple insurance platforms position it for long-term profitability. Read the full article on Seeking Alpha

Seeking Alpha • Nov 24

Markel Group: Outstanding Business For 2024 And Beyond

Summary Markel's fixed-income portfolio is profiting from higher interest rates, with recurring interest and dividend income growing 70% during Q3. Despite already holding over 70 times his base salary in Markel shares, CEO Tom Gayner has continued to acquire shares in the open market. The stock is trading in its low valuation range from both a book value and net income perspective. I expect Markel to outperform the market with a 24% stock price increase in 2024 and an 18% CAGR over five years. Read the full article on Seeking Alpha

Prognoser för vinst- och omsättningstillväxt

NYSE:MKL - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
Datum	Intäkter	Intäkter	Fritt kassaflöde	Kassaflöde från rörelsen	Genomsnittligt Antal analytiker
12/31/2028	17,368	2,094	N/A	1,620	2
12/31/2027	15,903	1,867	N/A	1,775	5
12/31/2026	15,420	1,684	N/A	1,443	5
3/31/2026	16,013	1,746	2,188	2,401	N/A
12/31/2025	16,589	2,140	2,554	2,761	N/A
9/30/2025	16,210	1,812	2,375	2,593	N/A
6/30/2025	16,454	2,004	2,048	2,265	N/A
3/31/2025	15,553	1,762	2,116	2,340	N/A
12/31/2024	16,621	2,599	2,339	2,594	N/A
9/30/2024	17,422	3,012	2,638	2,923	N/A
6/30/2024	16,186	2,106	2,679	2,987	N/A
3/31/2024	16,627	2,457	2,840	3,133	N/A
12/31/2023	15,804	1,966	2,528	2,787	N/A
9/30/2023	15,372	1,882	2,593	2,793	N/A
6/30/2023	15,063	1,882	2,573	2,797	N/A
3/31/2023	12,712	269	2,339	2,579	N/A
12/31/2022	11,675	-322	2,455	2,709	N/A
9/30/2022	11,223	-130	2,258	2,532	N/A
6/30/2022	10,844	36	2,182	2,382	N/A
3/31/2022	12,552	1,766	2,205	2,371	N/A
12/31/2021	12,846	2,434	2,129	2,274	N/A
9/30/2021	12,444	2,398	1,989	2,098	N/A
6/30/2021	12,668	2,619	1,956	2,062	N/A
3/31/2021	12,300	2,740	1,888	1,990	N/A
12/31/2020	9,735	769	1,636	1,738	N/A
9/30/2020	8,961	451	1,723	1,824	N/A
6/30/2020	8,082	215	1,389	1,514	N/A
3/31/2020	7,389	-193	1,193	1,321	N/A
12/31/2019	9,526	1,792	N/A	1,274	N/A
9/30/2019	7,988	539	N/A	842	N/A
6/30/2019	8,190	743	N/A	834	N/A
3/31/2019	7,738	521	N/A	854	N/A
12/31/2018	6,841	-133	N/A	893	N/A
9/30/2018	7,461	1,041	N/A	1,023	N/A
6/30/2018	6,731	382	N/A	928	N/A
3/31/2018	6,225	248	N/A	904	N/A
12/31/2017	6,062	362	N/A	859	N/A
9/30/2017	5,828	65	N/A	809	N/A
6/30/2017	5,753	406	N/A	702	N/A
3/31/2017	5,648	338	N/A	651	N/A
12/31/2016	5,612	440	N/A	535	N/A
9/30/2016	5,604	511	N/A	425	N/A
6/30/2016	5,515	536	N/A	483	N/A
3/31/2016	5,444	554	N/A	524	N/A
12/31/2015	5,370	587	N/A	651	N/A
9/30/2015	5,285	501	N/A	731	N/A
6/30/2015	5,242	472	N/A	718	N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: MKL s prognostiserade vinsttillväxt ( 3.8% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: MKL s intäkter ( 3.8% per år) förväntas växa långsammare än marknaden för US ( 16.8% per år).

Höga tillväxtresultat: MKL s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: MKL s intäkter ( 3.8% per år) förväntas växa långsammare än marknaden för US ( 11.6% per år).

Hög tillväxtintäkter: MKL s intäkter ( 3.8% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: MKL s avkastning på eget kapital förväntas bli låg om 3 år ( 9.1 %).

Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

Uppgifter	Senast uppdaterad (UTC-tid)
Analys av företag	2026/05/20 06:06
Aktiekurs vid dagens slut	2026/05/20 00:00
Intäkter	2026/03/31
Årlig intjäning	2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

Paket	Uppgifter	Tidsram	Exempel US-källa
Företagets finansiella ställning	10 år	Resultaträkning Kassaflödesanalys Balansräkning	SEC Form 10-K SEC Form 10-Q
Analytikernas konsensusuppskattningar	+3 år	Prognos för finansiella poster Analytikernas prismål	Rapporter från analytiker Blue Matrix
Marknadspriser	30 år	Aktiekurser Utdelningar, splittar och åtgärder	ICE Marknadsdata SEC Form S-1
Ägarskap	10 år	Största aktieägare Insiderhandel	SEC Formulär 4 SEC Formulär 13D
Förvaltning	10 år	Ledningsgrupp Styrelse och verkställande direktörer	SEC Form 10-K SEC Form DEF 14A
Viktiga utvecklingstendenser	10 år	Företagsmeddelanden	SEC Formulär 8-K

^* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Markel Group Inc. bevakas av 15 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

Analytiker	Institution
Jacob Kilstein	Argus Research Company
Jay Cohen	BofA Global Research
Robert Farnam	Brean Capital Historical (Janney Montgomery)

Markel Group Framtida tillväxt

Future kriterier kontrolleras 1/6

Viktig information

Senaste uppdateringarna om framtida tillväxt

Consensus EPS estimates increase by 13%

Consensus EPS estimates fall by 13%

Consensus EPS estimates increase by 30%

Recent updates

MKL: Neutral Outlook Will Balance Governance Pressure With Ongoing Share Repurchases

Markel Group Adds AI-Driven Underwriting Platform to Advance Canadian Insurance Operations

JANA Partners Sends Letter to Markel Group Board of Directors

Markel Insurance Launches Digital Quote and Bind Solution for Special Events on Markel Connect

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

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

MKL: Future Outlook Will Reflect Buybacks And Stable Earnings Expectations

MKL: Future Outlook Will Reflect Buybacks And Stable Earnings Assumptions

Markel Insurance Appoints Kristen Dardia as Head of Portfolio Analytics, Us & Bermuda

Markel Group Inc., Annual General Meeting, May 20, 2026

Markel Group Inc. Announces Management Changes, Effective February 23, 2026

MKL: Future Outlook Will Reflect Buybacks And Refined Earnings Assumptions

MKL: Future Outlook Will Reflect Buybacks And Steady Earnings Assumptions

New major risk - Revenue and earnings growth

Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behind

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

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

Markel Group: Unboxing Markel Ventures Confirms Investment Skill

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

Chairman of the Board notifies of intention to sell stock

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

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

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

New major risk - Revenue and earnings growth

New minor risk - Profit margin trend

Third quarter 2025 earnings: EPS and revenues exceed analyst expectations

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

Decentralized Operations And Digital Transformation Will Improve Specialty Insurance Outcomes

Decentralized Operations And Digital Transformation Will Improve Specialty Insurance Outcomes

Consensus EPS estimates increase by 13%

Second quarter 2025 earnings: EPS and revenues exceed analyst expectations

Willis Launches $200 Million Facility to Tackle Global Geopolitical Uncertainty for Cargo Owners

Markel Group Inc Appoints Jasminder Kaur as Principal Officer Malaysia

Markel Insurance Announces New Leadership Appointments Within US Wholesale and Specialty Division

Markel Group Inc. (NYSE:MKL) completed the acquisition of The Meco Group Limited.

Consensus EPS estimates fall by 13%

New minor risk - Insider selling

First quarter 2025 earnings: EPS in line with expectations, revenues disappoint

Markel Group Inc. (NYSE:MKL) entered into an agreement to acquire The Meco Group Limited.

Markel Promotes Matthew Brooke to Senior Underwriter of War and Terrorism

Markel Group: Positive Change In Insurance Leadership

Markel Group Inc. Announces Appointment of Simon Wilson as the CEO of Markel Insurance

Markel Group Inc. Announces Changes to Management Team and Board of Directors

Markel Promotes Nan Fine to Managing Director, Casualty, Southeast Region, Markel Specialty

Markel Group Inc. (NYSE:MKL) agreed to acquire 68% stake in Educational Partners International, LLC for approximately $170 million.

Markel Group Inc., Annual General Meeting, May 21, 2025

Markel Group, Inc Appoints Alicia Leong as Head of Marine Liabilities in Singapore

Full year 2024 earnings: EPS and revenues exceed analyst expectations

Insufficient new directors

Markel: Why You Should Consider Buying This Stock In 2025

Markel Appoints Wanshi Lin as the Head of Singapore

Markel: Still A Hold

Markel Group Inc. (NYSE:MKL) announces an Equity Buyback for $2,000 million worth of its shares.

Third quarter 2024 earnings: EPS and revenues exceed analyst expectations

Markel Group Inc. Appoints Jim Hinchley as Chief Retail Officer

Markel Stock: High-Quality At A Discount

Markel Group Inc. Appoints Stacey Hinton as Senior Underwriter, Head of Jewellers Block, Specie

Markel: Remains A Long Term Buy

Markel Appoints April Tam as Senior Underwriter, Professional Financial Risk & Cyber and Head of Financial Institutions in Asia

Markel Appoints Rhys O'neill as Senior Underwriter, Marine & Energy Liability in International Specialty

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

Markel Group Inc. Announces the Appointment of Grant Smith as Director, Marine & Energy Liability, International Specialty

Markel Enhances Singapore and Hong Kong Presence with Strategic Hires

Second quarter 2024 earnings: EPS and revenues miss analyst expectations

Markel, Insurance Operations Within Markel Group Inc., Appoints Jennifer Devereaux as Executive Underwriting Officer, Casualty, Effective September 3, 2024

Now 21% undervalued

Markel Appoints Jennifer Gebran as Head of Casualty for MENA

Markel Group Inc. Appoints Phil Schmidt as Chief Strategy Officer

Markel Group Inc. (NYSE:MKL) entered into a definitive agreement to acquire unknown majority stake in Valor Environmental.

Now 21% undervalued

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

Chairman of the Board notifies of intention to sell stock