MKL
Markel Group·NYSE
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MKL fundamentals
Markel Group (MKL) released its earnings on Feb 4, 2026: revenue was 2.32B (YoY -31.13%), missed estimates; EPS was 48.75 (YoY +113.23%), beat estimates.
Revenue / YoY
2.32B
-31.13%
EPS / YoY
48.75
+113.23%
Report date
Feb 4, 2026
MKL Earnings Call Summary for Q4,2025
- Markel Insurance Transformation: 2025 combined ratio improved to 92.9%, with $1.4 billion adjusted operating income (+17% Y/Y). Exits of underperforming reinsurance and U.S. professional liability businesses freed capital for higher-return segments.
- Strong Financial Performance: Consolidated adjusted operating income grew 10% to $2.3 billion. Public equity portfolio returned 10.5%, generating $156M dividends.
- AI and Tech Investment: 2026 tech spend to double 2025 levels, focusing on underwriting automation and claims processing. Program and Solutions GWP grew 8% Y/Y despite U.S. property market softness.
- Capital Allocation: $2.8B operating cash flow used for $1.4B fixed maturity purchases, $430M share buybacks, and $600M preferred stock redemption.
- Segment Growth Drivers: International division delivered 83% combined ratio with 30%+ APAC growth. Consumer segment operating income up 20% driven by EPI acquisition.
EPS
Actual | -9.38 | 13.466 | 3.9889 | 16.8673 | 42.5912 | 18.89 | 12.445 | 62.827 | 15.11 | 15.41 | 48.4791 | 16.35 | 22.86 | 16.585 | 5.9179 | 20.65 | 26.4124 | 20.61 | 22.863 | 23.1277 | 25.5242 | 31.27 | 48.75 | |||||||||
Forecast | 8.8642 | 6.2118 | 2.3503 | 8.3334 | 10.5022 | 15.5015 | 11.4915 | 16.2031 | 16.5981 | 20.2315 | 18.3372 | 16.1397 | 17.575 | 19.6143 | 20.7136 | 17.9328 | 22.2976 | 21.4292 | 19.0036 | 16.7734 | 24.9663 | 24.0153 | 27.6234 | |||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -205.82% | +116.78% | +69.72% | +102.41% | +305.55% | +21.86% | +8.30% | +287.75% | -8.97% | -23.83% | +164.38% | +1.30% | +30.07% | -15.44% | -71.43% | +15.15% | +18.45% | -3.82% | +20.31% | +37.88% | +2.23% | +30.21% | +76.48% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.32B | 2.37B | 2.27B | 2.30B | 2.80B | 2.88B | 2.97B | 2.78B | 3.40B | 3.28B | 3.05B | 3.44B | 3.79B | 2.51B | 3.10B | 3.93B | 3.88B | 3.47B | 3.37B | 4.22B | 5.14B | 3.29B | 2.32B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.40B | 2.12B | 2.45B | 2.19B | 2.53B | 2.60B | 2.65B | 2.81B | 3.13B | 3.23B | 3.16B | 3.71B | 3.47B | 3.72B | 3.21B | 3.55B | 4.00B | 3.96B | 3.16B | 3.92B | 4.82B | 3.75B | 3.64B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -3.05% | +11.94% | -7.31% | +4.69% | +10.82% | +11.03% | +11.88% | -0.91% | +8.55% | +1.65% | -3.60% | -7.41% | +9.15% | -32.67% | -3.58% | +10.79% | -3.04% | -12.36% | +6.66% | +7.49% | +6.65% | -12.26% | -36.23% |
Earnings Call
You can ask Aime
What does Markel Group do and what are its main business segments?What is Markel Group's gross profit margin?What is the market's earnings forecast for Markel Group next quarter?Did Markel Group beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Markel Group year over year?What were the key takeaways from Markel Group’s earnings call?What guidance did Markel Group's management provide for the next earnings period?What were the key takeaways from Markel Group's earnings call?
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