MKLFinancial Services · Insurance - Property & CasualtyThe 7 Wall Street analysts covering Markel Group, Inc. hold a median 12-month price target of $1,955 — +8.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 35 of 100 as at 22 Aug 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Markel Group, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (78): The share count has been shrinking and the company is not leaning on new borrowing.
Accruals (31): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (10): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on MKL, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +8.9% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 Apr 2026 | Truist Securities | Maintains | Hold | $2,100 → $1,950 |
| 6 Feb 2026 | Truist Securities | Maintains | Hold | — |
| 7 Feb 2025 | RBC Capital | Maintains | Sector Perform | — |
| 2 Dec 2024 | TD Cowen | Downgrade | Hold | — |
| 1 Nov 2024 | RBC Capital | Maintains | Sector Perform | — |
| 9 Oct 2024 | Jefferies | Maintains | Hold | — |
| 23 July 2024 | Citigroup | Maintains | Sell | — |
| 9 July 2024 | TD Cowen | Initiates | Buy | — |
| 3 May 2024 | RBC Capital | Maintains | Sector Perform | — |
| 3 May 2024 | Truist Securities | Maintains | Hold | — |
| 15 Mar 2024 | Janney Montgomery Scott | Downgrade | Neutral | — |
| 5 Feb 2024 | Jefferies | Downgrade | Hold | — |
| 2 Feb 2024 | RBC Capital | Reiterates | Sector Perform | — |
| 8 Jan 2024 | RBC Capital | Downgrade | Sector Perform | — |
| 22 Nov 2023 | Citigroup | Initiates | Sell | — |
| 3 Nov 2023 | RBC Capital | Maintains | Outperform | — |
| 3 Nov 2023 | Truist Securities | Maintains | Hold | — |
| 7 Sept 2023 | Jefferies | Initiates | Buy | — |
| 4 Aug 2023 | Truist Securities | Maintains | Hold | — |
| 3 Feb 2023 | Truist Securities | Maintains | Hold | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. MKL appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 59% of US stocks
Cheaper than 63% of US stocks
Cheaper than 69% of US stocks
Cheaper than 51% of US stocks
Higher than 58% of US stocks
Higher than 81% of US stocks
Higher than 87% of US stocks
Higher than 76% of US stocks
Higher than 69% of US stocks
Higher than 64% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Markel Group, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Markel Group reported second-quarter adjusted operating income of $436 million, down from $578 million a year earlier, while net income to common shareholders rose to $1.2 billion on $1.2 billion of net investment gains.
Why it matters — The quarterly results show that operating income declined year over year but net income was boosted significantly by investment gains that more than offset losses from the prior quarter.
Markel Group's second-quarter earnings missed estimates, driven by weaker performance in its Industrial and Financial segments, which offset stronger underwriting and investment income.
Why it matters — A miss in core segments like Industrial and Financial signals potential headwinds for MKL's overall profitability, making this a key development for shareholders tracking earnings quality.
Markel Group Inc. released the transcript of its Q2 2026 earnings call, published by Seeking Alpha.
Why it matters — The earnings call transcript provides MKL watchers with management's detailed discussion of the company's second-quarter results and outlook.
Markel Group reported Q2 earnings of $19.51 per share, missing the Zacks Consensus Estimate of $29.94 per share and falling short of the $25.46 per share it earned in the same quarter last year.
Why it matters — The earnings miss, which also represents a year-over-year decline, signals weaker-than-expected performance that shareholders would want to understand.
Markel Group Inc. reported its financial results for the second quarter of 2026 via a press release on July 29, 2026.
Why it matters — Investors tracking Markel Group would want to review the quarterly results to assess the company's recent financial performance and operational trends.
The 7 Wall Street analysts covering Markel Group, Inc. have a median 12-month price target of $1,955, with estimates ranging from $1,671 to $2,107. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 7 analysts covering Markel Group, Inc., 0 rate it a Buy, 6 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Markel Group, Inc. 35 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, Markel Group, Inc. ranks 35 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (78 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +8.9% from the last close, and Ticker Nerd's factor model ranks Markel Group, Inc. 35 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Markel Group, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for MKL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $1,671 to $2,107 over the next 12 months.
Markel Group, Inc. returned -8.8% over the 12 months to 21 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Markel Group Inc. is a diversified financial holding company that offers specialized insurance and investment solutions globally.
The most recent item we track (MarketBeat, 31 July 2026): "Markel Group Q2 Earnings Call Highlights". Markel Group reported second-quarter adjusted operating income of $436 million, down from $578 million a year earlier, while net income to common shareholders rose to $1.2 billion on $1.2 billion of net investment gains.
Markel Group Inc. is a diversified financial holding company that offers specialized insurance and investment solutions globally. Its primary function is to underwrite specialty insurance products across diverse fields such as professional liability, environmental insurance, and reinsurance. Beyond traditional insurance, Markel Group Inc. engages in a range of programs tailored to niche markets, emphasizing personalized service and expert risk management. A distinguishing feature of Markel is its balance between underwriting operations and investment activities, enabling it to leverage financial strengths to capitalize on strategic opportunities. The investment arm of Markel focuses on acquiring equities and fixed-income securities, allowing for portfolio diversification and potential return enhancement. By targeting businesses outside the conventional insurance space, the company also invests in various ventures, reflecting its commitment to a broad, flexible approach. In the financial markets, Markel Group Inc. is recognized for its innovation and ability to adapt to evolving industry demands. It serves as a bellwether for specialty insurance trends and financial strategies, often reflected in its agility and unique investment philosophies. Headquartered in Glen Allen, Virginia, Markel continues to influence the global insurance landscape with its strategic foresight and financial acumen.
CEO Mr. Thomas Sinnickson Gayner · 22,900 employees · United States · https://www.mklgroup.com