Specialty insurance company Markel Group (NYSE: MKL) will be reporting results this Wednesday after market close. Here’s what to look for.
Markel Group met analysts’ revenue expectations last quarter, reporting revenues of $3.93 billion, up 6.5% year on year. It was an exceptional quarter for the company, with a beat of analysts’ EPS estimates and a solid beat of analysts’ net premiums earned estimates.
Is Markel Group a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Markel Group’s revenue to grow 3.8% year on year to $3.87 billion, improving from its flat revenue in the same quarter last year. Adjusted earnings are expected to come in at $25.73 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 six times over the last two years.
Looking at Markel Group’s peers in the property & casualty insurance segment, some have already reported their Q4 results, giving us a hint as to what we can expect. MGIC Investment posted flat year-on-year revenue, missing analysts’ expectations by 2.8%, and Travelers reported revenues up 3.2%, topping estimates by 0.5%. Travelers traded up 3.3% following the results.
Read our full analysis of MGIC Investment’s results here and Travelers’s results here.
The outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. 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 2.6% on average over the last month. Markel Group is down 5.3% during the same time and is heading into earnings with an average analyst price target of $2,014 (compared to the current share price of $2,034).
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