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Markel Corporation (MKL)
:MKL
Earnings Data
Report Date
Aug 05, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
24.9Last Year’s EPS
26.41Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 6.06%
|Next Earnings Date:Aug 05, 2025
Earnings Call Sentiment|Neutral
The earnings call reflected a mix of positive and negative elements. While there were notable achievements such as strong operating cash flow, improved insurance operating income, and share repurchases, these were offset by challenges like a significant decline in consolidated operating income, increased catastrophe losses, and a higher expense ratio. The balance between highlights and lowlights suggests a stable but cautious outlook.Company Guidance
During the Markel Group's First Quarter 2025 Conference Call, CEO Tom Gayner highlighted the company's strong financial performance and strategic initiatives. The group's first quarter operating income was $283 million, with $145 million from insurance, $103 million from ventures, and $82 million from investments. The company saw $376 million in operating cash flow and invested $57 million in net equity purchases, $170 million in share repurchases, and $41 million in capital expenditures. Markel's insurance business reported a combined ratio of 95.8%, with a 3% increase in gross written premiums. The company's fixed income portfolio yielded 3.5%, with new investments averaging 4.4%. Despite a 1% decline in Ventures' revenue, the overall financial structure supports sustainable double-digit returns. Key strategic moves include the appointment of Simon Wilson as CEO of Markel Insurance and a focus on simplifying operations to enhance growth and efficiency.Strong Operating Cash Flow
Markel Group generated $376 million in operating cash flow in Q1 2025, following $2.6 billion for the full year 2024.
Improved Insurance Operating Income
Insurance operating income increased to $145 million in Q1 2025, up from $136 million in the same period the previous year, driven by favorable loss development.
Favorable Prior Year Loss Development
The company reported 7.2% favorable prior year loss development in Q1 2025, compared to 3.6% in the previous year.
Resilient Ventures Revenue
Despite a slight decline, Ventures revenue remained robust at $1.1 billion in Q1 2025, with key acquisitions contributing positively.
Share Repurchases
Markel repurchased $170 million of its shares in Q1 2025, following $573 million in share repurchases in 2024, indicating strong capital allocation.
MKL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MKL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2025 | $1818.60 | $1824.53 | +0.33% |
Feb 05, 2025 | $1860.14 | $2059.83 | +10.74% |
Oct 30, 2024 | $1566.18 | $1542.01 | -1.54% |
Jul 31, 2024 | $1638.85 | $1566.38 | -4.42% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Markel Corporation (MKL) report earnings?
Markel Corporation (MKL) is schdueled to report earning on Aug 05, 2025, TBA Not Confirmed.
What is Markel Corporation (MKL) earnings time?
Markel Corporation (MKL) earnings time is at Aug 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MKL EPS forecast?
MKL EPS forecast for the fiscal quarter 2025 (Q2) is 24.9.