Markel Group Inc.

NYSE:MKL Aktierapport

Börsvärde: US$22.3b

Markel Group Förvaltning

Förvaltning kriterier kontrolleras 3/4

Markel Group VD är Tom Gayner, utsedd i Jan 2023, har en mandatperiod på 3.33 år. totala årliga ersättningen är $ 14.12M, bestående av 7.8% lön 92.2% bonusar, inklusive företagsaktier och optioner. äger direkt 0.2% av företagets aktier, värda $ 45.49M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3.3 år respektive 5.8 år.

Viktig information

Tom Gayner

Verkställande direktör

US$14.1m

Total ersättning

VD-lön i procent7.79%
Anställning som VD3.3yrs
Ägande av VD0.2%
Ledningens genomsnittliga anställningstid3.3yrs
Styrelsens genomsnittliga mandatperiod5.8yrs

Senaste uppdateringar av ledningen

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

Analys av ersättningar till VD

Hur har Tom Gayner:s ersättning förändrats jämfört med Markel Group:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

US$2b

Dec 31 2025US$14mUS$1m

US$2b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$2b

Dec 31 2024US$10mUS$1m

US$3b

Sep 30 2024n/an/a

US$3b

Jun 30 2024n/an/a

US$2b

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$8mUS$1m

US$2b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$2b

Mar 31 2023n/an/a

US$269m

Dec 31 2022US$4mUS$1m

-US$322m

Sep 30 2022n/an/a

-US$130m

Jun 30 2022n/an/a

US$36m

Mar 31 2022n/an/a

US$2b

Dec 31 2021US$5mUS$1m

US$2b

Sep 30 2021n/an/a

US$2b

Jun 30 2021n/an/a

US$3b

Mar 31 2021n/an/a

US$3b

Dec 31 2020US$4mUS$1m

US$769m

Sep 30 2020n/an/a

US$451m

Jun 30 2020n/an/a

US$215m

Mar 31 2020n/an/a

-US$193m

Dec 31 2019US$5mUS$1m

US$2b

Ersättning vs marknad: Tom s total kompensation ($USD 14.12M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 14.60M ).

Ersättning vs inkomst: Ersättningen för Tom har ökat med mer än 20 % medan företagets intäkter har minskat med mer än 20 % det senaste året.


VD OCH KONCERNCHEF

Tom Gayner (64 yo)

3.3yrs
Anställning
US$14,124,065
Kompensation

Mr. Thomas Sinnickson Gayner, also known as Tom, serves as Chief Executive Officer of Markel Group Inc. since January 1, 2023. Mr. Gayner serves as a Director of Coca-Cola Ltd since July 2023. He is a memb...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Thomas Gayner
CEO & Director3.3yrsUS$14.12m0.20%
$ 45.5m
Brian Costanzo
CFO & Chief Financial Officer of Markel Insurance Operations2.4yrsUS$2.72m0.0046%
$ 1.0m
Richard Grinnan
Senior VP11.9yrsUS$3.38m0.017%
$ 3.7m
Simon Wilson
Executive VP & CEO of Markel Insurance1.2yrsUS$4.77m0.0049%
$ 1.1m
Meade Grandis
Chief Accounting Officer & Controller2.4yrsinga uppgifter0.054%
$ 12.0m
Amy McCann
Chief Administrative Officerless than a yearinga uppgifteringa uppgifter
Jennifer Blackwell
Deputy Chief Communications Officer6.3yrsinga uppgifteringa uppgifter
Frederick May
Vice President of Sales & Business Development7.3yrsinga uppgifteringa uppgifter
Jeff Lamb
Executive Director of Programs and Alliances - Markel Specialtyno datainga uppgifteringa uppgifter
Sal Pollaro
Regional President for Northeast region of US Wholesale & Specialty divisionless than a yearinga uppgifteringa uppgifter
Sarah Gavlick
Chief Retail Officer6.2yrsinga uppgifteringa uppgifter
Wendy Houser
Chief Wholesale Officer6.2yrsinga uppgifteringa uppgifter
3.3yrs
Genomsnittlig anställningstid
51.5yo
Genomsnittlig ålder

Erfaren ledning: MKL s ledningsgrupp anses vara erfaren ( 3.3 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Thomas Gayner
CEO & Director9.8yrsUS$14.12m0.20%
$ 45.5m
Michael O'Reilly
Lead Independent Director13yrsUS$334.64k0.030%
$ 6.7m
Steven Markel
Chairman of the Board48.3yrsinga uppgifter0.73%
$ 161.9m
Jonathan Michael
Independent Director1.2yrsUS$301.30k0.0014%
$ 316.2k
Mark Besca
Independent Director5.5yrsUS$286.93k0.0084%
$ 1.9m
Harold Morrison
Independent Director6.3yrsUS$295.19k0.0080%
$ 1.8m
Greta Harris
Independent Director5yrsUS$289.08k0.0050%
$ 1.1m
Diane Leopold
Independent Director8yrsUS$301.30k0.021%
$ 4.6m
Anne Puckett
Independent Director5.8yrsUS$301.30k0.014%
$ 3.1m
Morgan Housel
Independent Director4.5yrsUS$301.30k0.0070%
$ 1.6m
Lawrence Cunningham
Independent Director3yrsUS$295.48k0.0073%
$ 1.6m
5.8yrs
Genomsnittlig anställningstid
64yo
Genomsnittlig ålder

Erfaren styrelse: MKL s styrelse anses vara erfaren ( 5.8 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/04 21:08
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

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.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* 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.

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