Specialty insurance company Markel Group (NYSE:MKL) will be announcing earnings results this Wednesday afternoon. Here’s what investors should know.
Markel Group missed analysts’ revenue expectations by 6.1% last quarter, reporting revenues of $3.40 billion, down 23.9% year on year. It was a mixed quarter for the company, with a solid beat of analysts’ EPS estimates but a miss of analysts’ book value per share estimates.
Is Markel Group a buy or sell going into earnings? Read our full analysis here, it’s free.
This quarter, analysts are expecting Markel Group’s revenue to grow 7.5% year on year to $3.98 billion, a reversal from the 10.6% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $25.04 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Markel Group has missed Wall Street’s revenue estimates three times over the last two years.
Looking at Markel Group’s peers in the property & casualty insurance segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Stewart Information Services delivered year-on-year revenue growth of 20.1%, beating analysts’ expectations by 9.2%, and First American Financial reported revenues up 14.2%, topping estimates by 4.9%. Stewart Information Services traded up 10.3% following the results while First American Financial was also up 3.5%.
Read our full analysis of Stewart Information Services’s results here and First American Financial’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the property & casualty insurance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.3% on average over the last month. Markel Group’s stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $1,895 (compared to the current share price of $2,012).
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