MKL Markel Group Inc. Common Stock
NYSE · Insurance · Wyświetl na SEC EDGAR ↗ zamknij Paź 2, 2026 10-K/10-Q Lip 29, 2026MKL Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
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O Markel Group Inc. Common Stock Przegląd firmy z Wikipedii
Markel Group Inc. is a group of companies headquartered in Richmond, Virginia, and originally founded in 1930 as an insurance company.
History
Company founder Samuel A. Markel formed the Mutual Casualty Association and established the Mutual Casualty Company in Norfolk, Virginia. The company headquarters later moved to Richmond, Virginia. Sam Markel's four sons, Lewis, Irvin, Stanley, and Milton, joined the business in the 1930s, and Markel Service, Inc. was created. During this time, Markel was actively involved in efforts to develop safety and other standards aimed at legitimizing the growing bus and trucking industries. Markel also assisted in passing the National Motor Carrier Act of 1935.
By the 1940s, Markel Service, Inc. earned a national following and developed a reputation for industry-leading claims adjusting and safety engineering. American Fidelity & Casualty, a sister company covering fleets of trucks and buses, also became the largest insurer of these risks in the United States. In 1980, the company became an insurance carrier when Essex Insurance Company was incorporated and licensed to write excess and surplus lines business.
In 1986, the Markel Corporation was listed on the NASDAQ exchange, with an IPO offered at $8.33 per share. The company's trading was moved to the NYSE in 1997. Markel gained access to specialty international markets in 2000, when Terra Nova Holdings, Ltd. was acquired and the London office opened. Branch offices later opened in the UK, Europe, Asia Pacific, and Canada. With a "permanent capital" investing approach, Markel Ventures acquired AMF Bakery Systems in 2005 and continued to acquire other varied and scalable businesses. With the $3.1 billion acquisition of Alterra Capital Holdings Limited, Markel added two additional insurance divisions, Markel Global and Markel Reinsurance.
In 2015, Markel acquired Bermuda-based CATCo, a specialist investment management business; and Markel Ventures announced a majority interest in CapTech.
In 2023, Markel Corporation changed its name to Markel Group Inc. Markel is headquartered in Richmond, Virginia, with 76 offices in 18 countries.
Timeline
Beginning in 1930, Markel established Markel Service, a separate company to handle direct and reinsurance of American Fidelity & Casualty.
In 1951, the company expanded into Canada by founding Markel Service Canada, Ltd., headquartered in Toronto, Ontario.
In 1959, the national claims division of American Fidelity & Casualty became National Claims Service, an independent adjuster that could be contracted by other insurance firms. The Safety Engineering Division also began offering services to other firms.
The company later expanded beyond truck and bus companies, led by the third generation of Markels: Anthony, Steve, and Gary.
In 1980, the company founded Essex Insurance Company in Delaware. Essex began as a property insurance company in White Bear Lake, Minnesota, but later moved to Richmond, Virginia.
In 1985, Prem Watsa took control of Markel Financial Holdings, a Canadian-based trucking insurance company. Near bankruptcy, Watsa determined it needed a capital injection.
In December 1986, Markel Corp. held its first IPO at $8.33 per share, valuing the company at $15 million. Shares traded on the NASDAQ.
In 1987, Markel reorganized Markel Financial Holdings (Canada) and renamed it Fairfax Financial Holdings Ltd., short for "fair, friendly acquisitions."
In December 1987, Markel Corp. acquired half of Shand Morahan & Company, an underwriter in Deerfield, Illinois.
In December 1990, Markel completed its acquisition of Shand. As part of the Shand acquisition, Markel Corp. also acquired American Underwriting Managers, an insurance underwriter in Pewaukee, Wisconsin, specializing in personal boat and motorcycle insurance.
In 1989, Markel Corp. acquired the Rhulen Agency of Monticello, New York. Rhulen is a specialty insurer for children's summer camps and youth organizations. Rhulen was later moved to Richmond, Virginia, and renamed Markel Insurance Company.
In the Spring of 1997, Markel Corp. trading moved to the NYSE.
In January 2000, Markel Corp. founded Markel Southwest Underwriters in Scottsdale, Arizona, after buying the Arizona policies of Acceptance Insurance Company.
In March 2000, Markel Corp. completed the acquisition of Terra Nova (Bermuda) Holdings Ltd.
In October 2009, Elliott Special Risks LP (ESR) was purchased by Markel International, a London-based specialty property and casualty insurer that runs the international operations of Markel Corp.
On October 30, 2009, Markel Ventures, Inc. acquired Panel Specialists, LLC., a manufacturer of panels, wall systems, casework, furniture, and countertops and other stone-related products.
On December 2, 2009, Markel Ventures, Inc. acquired a majority interest in Ellicott Dredge Enterprises, LLC, a company which manufactures dredging equipment for both domestic and international markets.
On May 10, 2010, at the Markel Corp. Annual Meeting, it was reported there would be a new management structure approved by the Board. Alan I. Kirshner would remain chairman and chief executive officer while Anthony F. Markel and Steven A. Markel would still serve as vice chairman. Reporting to them would be a three-member Office of the President. Thomas S. Gayner became president and chief investment officer, while Richard R. Whitt, III and F. Michael Crowley became president and co-chief operating officers.
On May 11, 2010, Markel Ventures, Inc. acquired Solbern, LLC, a manufacturer of food processing equipment for both the domestic and international markets.
In July 2010, Markel Corp. acquired Aspen Holdings, Inc. of Omaha, Nebraska.
In April 2011, Markel (UK) Limited launched Markel Direct, an online direct to customer distribution channel for specialist insurance.
On July 14, 2011, Markel Corp. acquired PartnerMD, LLC, a company which provides concierge medicine, a type of membership health-care service in which patients pay an annual fee for enhanced care that includes disease-prevention, health-maintenance, and around-the-clock access to a physician.
On October 19, 2011, Markel Ventures, Inc. acquired a majority interest in WI Holdings, Inc. ("Weldship") which manufactures, leases and sells high pressure tube trailers, certified ISO containers and other gas and liquid containers to industrial gas manufacturers, independent distributors, specialty chemical companies and the United States Government for use in the domestic and international compressed gas, electronic gas and specialty chemical industries.
On January 4, 2012, Markel Corp. completed the acquisition of Thompson Insurance Enterprises, a privately held program administrator underwriting multi-line, industry-focused insurance programs.
In February 2012, Markel's Camp Insurance Program joined forces with CampDoc.com, an electronic health record system for camps.
In June 2012, Markel Direct expanded product range into charity and community group risks.
In October 2012, Markel purchased Essentia Insurance Company.
On May 1, 2013, Markel Corporation completed its acquisition of Alterra Capital Holdings Limited.
On August 16, 2013, Markel Ventures, Inc. acquired Eagle Construction of VA.
In January 2014, Markel Corp. acquired Abbey Protection plc, an integrated specialty insurance and consultancy group headquartered in London.
On July 23, 2014, Markel Ventures, Inc. acquired majority interest in Cottrell, Inc., involved in the design, manufacture and delivery of automobile transport equipment.
On January 1, 2016, Thomas S. Gayner and Richard R. Whitt III began serving Markel as co-CEOs.
In June 2016, it was announced that Markel had joined the Fortune 500 for the first time.
In 2017, Markel merged their Global and Wholesale divisions and created Markel Assurance.
On May 1, 2017, Markel Corp. acquired SureTec Financial Corp., one of the largest privately owned surety companies in the US.
On July 26, 2017, Markel Corp. announced their plans to acquire majority interest in Costa Farms and their related operating companies. Costa Farms is the largest producer of ornamental plants in the world.
On November 1, 2017, Markel Corp. acquired State National Companies, Inc., a leading specialty provider of property and casualty insurance services.
On June 4, 2018, Markel Corp. announced their partnership with Rosemont Investment Partners LLC, a specialist investor focusing on making investments in asset and wealth management companies.
On August 31, 2018, Markel Corp. acquired Nephila Capital Ltd, a leading investment manager which specializes in reinsurance. Nephila Capital Ltd focuses on insurance-linked securities, catastrophe bonds, insurance swaps, and weather derivatives.
On September 17, 2018, Markel Corp. announced their plans to acquire majority interest in Brahmin, a creator of fashion leather handbags.
On September 12, 2019, Markel announced their plans to acquire Caunce O'Hara & Company Limited, an Insurance Broker based in Manchester specialising in providing insurance to freelance and contract workers.
Markel Lines of Business
Insurance
Markel Specialty
Markel Specialty provides property and casualty cover for standard and hard-to-place risks to commercial customers and individuals for the insuring of: camps; child care centers; horses and farms; medical transportation, motorcycle, boat, and ATV owners; museums and fine art collections; pest control operators; schools; social service agencies; and small businesses.
Insurance-linked securities and insurance services
Markel CATCo
Based in Bermuda, Markel CATCo managed retrocessional and traditional reinsurance portfolios on behalf of financial institutions, charities, pension funds, family offices, and investment funds. CATCo was placed into runoff in 2019 and has 10 or fewer open contracts as of mid-2023.
Nephila
Based in Bermuda, Nephila Capital Ltd offers a broad range of investment products focusing on instruments such as insurance-linked securities, catastrophe bonds, insurance swaps, and weather derivatives. As of mid-20203 the firm manages $7.2 billion.
State National
State National Companies, Inc., provides property and casualty insurance services operating in two niche markets across the United States—Its Lender Services and Program Services segments—typically as a fronting carrier.
Markel Assurance
Markel Assurance has underwriting teams located across the US, and in Bermuda, Dublin, and London. Products originate from three product lines—casualty, professional liability, and property/marine.
Markel International
Headquartered in London, Markel International writes business across the UK, Europe, Canada, Latin America, and Asia Pacific. Their product portfolio includes equine and livestock, marine and energy, professional liability, and trade credit coverage. They also write "specialty" coverage on a primary and reinsurance basis, including products for accident & health, casualty treaty reinsurance, contingency, property open market (including manufacturing risks), and property treaty reinsurance.
Non-Insurance Businesses
Markel Ventures
This line of business makes permanent investments in businesses outside of the specialty insurance marketplace. The goal is to build profitable enterprises that will endure as part of the broader Markel Corporation. Markel Ventures companies include:
Brahmin – Boston, Massachusetts
CapTech Ventures – Richmond, Virginia
Costa Farms – Miami, Florida
Cotrell – Gainesville, Georgia
Diamond Healthcare Corporation – Richmond, Virginia
Eagle Construction of VA – Richmond, Virginia
Eagle Partners – Richmond, Virginia
Ellicott Dredges – Baltimore, Maryland
Havco – Cape Girardeau, Missouri
Markel Food Group – Richmond, Virginia
Panel Specialists – Temple, Texas
Parkland Ventures – Richmond, Virginia
PartnerMD – Richmond, Virginia
RetailData – Richmond, Virginia
Rosemont Investment Group – Richmond, Virginia
Weldship – Bethlehem, Pennsylvania
Reinsurance
Markel Global Reinsurance
Markel Global Reinsurance provides Casualty and Specialty Reinsurance products to the broker market.
Companies
Essex Insurance Company
Shand, Morahan & Company
Markel Insurance Company
Markel American Insurance Company
Investors Underwriting Managers, Inc.
Markel Global Reinsurance
Markel Southwest Underwriters
Markel International Insurance Company Limited U.K.
Corifrance (Compagnie de Reassurance d'lle-de-France)
Markel Capital Limited
Markel Syndicate Management Limited
Markel Syndicate 3000
Markel UK Ltd
Elliott Special Risks LP
Alterra
Evanston Insurance Company
Markel-Gayner Asset Management Corp
Markel's internal money management firm is Markel-Gayner Asset Management Corp.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
| Wskaźnik | Trend 5-letni | MKL | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 9.6średnia z 5 lat ≈-3.5 | ≈-3.5 | 10.9 | Wartość godziwa | |
| P/S (TTM) | 1.4 | · | 1.5 | Wartość godziwa | |
| P/B (MRQ) | 1.1 | · | 1.5 | Wartość godziwa | |
| Cena / FCF (TTM) | 10.2 | · | · | · | |
| Cena / Przepływy pieniężne (TTM) | 9.3 | · | 7.8 | Zawyżona wycena | |
| Cena / Wartość księgowa materialna (MRQ) | 1.2 | · | · | · | |
| PEG Ratio (Współczynnik PEG) | ≈0.4 | · | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
| Wskaźnik | Trend 5-letni | MKL | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża Operacyjna (TTM) | 20.5%średnia z 5 lat ≈17.2% | ≈17.2% | · | · | |
| EBITDA Margin (Marża EBITDA) | 22.8%średnia z 5 lat ≈19.5% | ≈19.5% | 3.3% | Najwyższa półka | |
| Marża przed opodatkowaniem (TTM) | 19.6%średnia z 5 lat ≈15.9% | ≈15.9% | 17.8% | Najwyższa półka | |
| Marża Zysku Netto (TTM) | 15.2%średnia z 5 lat ≈12.0% | ≈12.0% | 14.0% | Najwyższa półka | |
| ROA (TTM) | 3.3%średnia z 5 lat ≈3.3% | ≈3.3% | 4.2% | Słaby | |
| ROE (TTM) | 12.6%średnia z 5 lat ≈11.9% | ≈11.9% | 16.0% | Słaby | |
| ROIC | 13.5%średnia z 5 lat ≈12.6% | ≈12.6% | · | · |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | MKL | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Interest Coverage (Pokrycie odsetek) | 15.5średnia z 5 lat ≈13.3 | ≈13.3 | · | · |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | MKL | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 4.7%średnia z 5 lat ≈10.7% | ≈10.7% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 9.9%średnia z 5 lat ≈9.5% | ≈9.5% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 9.8% | · | · | · | |
| EPS YoY | -15.1%średnia z 5 lat ≈79.2% | ≈79.2% | · | · | |
| Net Income YoY (Zysk Netto R/R) | -23.3%średnia z 5 lat ≈70.4% | ≈70.4% | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | 4.2% | · | · | · | |
| EPS CAGR 5Y (CAGR z EPS 5 lat) | 24.9% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | 4.3% | · | · | · | |
| Net Income CAGR 5Y (CAGR z zysku netto 5 lat) | 20.9% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | MKL | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.2średnia z 5 lat ≈0.3 | ≈0.3 | 0.3 | Słaby | |
| Revenue / Employee (Przychody / pracownika) | ≈$677.4K | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | Lip 28, 2026 | $19.79 | $31.41 | -37.0% |
| 31 marca 2026 | $23.55 | $26.60 | -11.5% | |
| 31 grudnia 2025 | $66.70 | $25.99 | 156.7% | |
| 30 września 2025 | $32.44 | $23.35 | 38.9% | |
| 30 czerwca 2025 | $13.88 | $25.28 | -45.1% | |
| 31 marca 2025 | $21.60 | $16.94 | 27.5% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $15.51B | $14.81B | $14.28B | $11.68B | $12.85B | $9.74B | $9.53B | $6.84B | $6.06B | $5.61B | $5.37B | $5.13B | |
| Operating Expenses | $13.39B | $12.91B | $12.87B | $11.77B | $9.60B | $8.46B | $7.05B | $6.80B | $5.85B | $4.81B | $4.51B | $4.58B | |
| Operating Income | $3.19B | $3.71B | $2.93B | $-93M | $3.24B | $1.27B | $2.48B | $40M | $217M | $805M | $860M | $558M | |
| Interest Expense | $206M | $204M | $185M | $196M | $184M | $178M | $172M | $154M | $132M | $130M | $118M | $117M | |
| Pretax Income | $2.73B | $3.64B | $2.65B | $-152M | $3.13B | $1.00B | $2.29B | $-8M | $87M | $630M | $742M | $440M | |
| Income Tax | $580M | $790M | $553M | $-48M | $684M | $169M | $486M | $122M | $-313M | $169M | $153M | $117M | |
| Net Income | $2.11B | $2.75B | $2.00B | $-216M | $2.42B | $816M | $1.79B | $-128M | $395M | $456M | $583M | $321M | |
| EPS (Basic) | $169.74 | $199.69 | $147.32 | $-23.72 | $176.79 | $55.67 | $129.25 | $-9.55 | $25.89 | $31.41 | $41.99 | $22.38 | |
| EPS (Diluted) | $169.22 | $199.32 | $146.98 | $-23.72 | $176.38 | $55.63 | $129.07 | $-9.55 | $25.81 | $31.27 | $41.74 | $22.27 | |
| Shares (Basic) | 12,609,000 | 13,017,000 | 13,347,000 | 13,580,000 | 13,768,000 | 13,811,000 | 13,861,000 | 13,923,000 | 13,964,000 | 14,013,000 | 13,978,000 | 13,984,000 | |
| Shares (Diluted) | 12,648,000 | 13,041,000 | 13,378,000 | 13,580,000 | 13,800,000 | 13,823,000 | 13,881,000 | 13,923,000 | 14,006,000 | 14,078,000 | 14,061,000 | 14,057,000 | |
| EBITDA | $3.54B | $4.05B | $3.19B | $274M | $3.58B | $1.58B | $2.75B | $268M | $424M | $998M | $1.06B | $761M |
Bilans
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $3.96B | $3.69B | $3.75B | $4.14B | $3.98B | $4.34B | $3.07B | $2.01B | $2.20B | $1.74B | $2.63B | $1.96B | |
| Inventory | $703M | $731M | $617M | $640M | $529M | $413M | $303M | $299M | · | · | · | · | |
| PP&E (Net) | $1.50B | $1.40B | $1.30B | $1.20B | $1.10B | $632M | $589M | $552M | $502M | $412M | $431M | $421M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $1.03B | $912M | $766M | $736M | $677M | |
| Accum. Depreciation | · | · | · | · | · | · | · | $479M | $411M | $354M | $305M | $255M | |
| Goodwill | $2.82B | $2.74B | $2.62B | $2.64B | $2.90B | $2.60B | $2.31B | $2.24B | $1.78B | $1.14B | $1.17B | $1.05B | |
| Intangibles | $1.54B | $1.46B | $1.59B | $1.75B | $1.82B | $1.78B | $1.74B | $1.73B | $1.36B | $723M | $792M | $703M | |
| Total Assets | $68.91B | $61.90B | $55.05B | $49.79B | $48.48B | $41.71B | $37.47B | $33.31B | $32.81B | $25.88B | $24.94B | $25.20B | |
| Total Liabilities | $49.80B | $44.43B | $39.52B | $36.05B | $33.28B | $28.65B | $26.22B | $24.03B | $23.14B | $17.33B | $17.04B | $17.54B | |
| Long-term Debt | $4.30B | $4.33B | $3.78B | $4.10B | $4.36B | $3.48B | $3.53B | · | · | · | · | · | |
| Common Stock | $3.67B | $3.56B | $3.52B | $3.49B | $3.44B | $3.43B | $3.40B | $3.39B | $3.38B | $3.37B | $3.34B | $3.31B | |
| Retained Earnings | $15.03B | $13.38B | $11.35B | $9.83B | $10.45B | $8.20B | $7.46B | $5.78B | $3.78B | $3.53B | $3.14B | $2.58B | |
| AOCI | $-109M | $-617M | $-478M | $-767M | $238M | $584M | $209M | $-95M | $2.35B | $1.57B | $1.35B | $1.70B | |
| Stockholders' Equity | $18.60B | $16.92B | $14.98B | $13.15B | $14.72B | $12.80B | $11.07B | $9.08B | $9.50B | $8.46B | $7.83B | $7.59B | |
| Liabilities + Equity | $68.91B | $61.90B | $55.05B | $49.79B | $48.48B | $41.71B | $37.47B | $33.31B | $32.81B | $25.88B | $24.94B | $25.20B | |
| Shares Outstanding | 12,589,631 | 12,790,117 | 13,131,672 | · | · | · | 13,794,142 | 13,887,711 | 13,903,526 | 13,954,931 | 13,959,018 | 13,961,675 |
Przepływy pieniężne
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $348M | $342M | $320M | $309M | $336M | $307M | $269M | $228M | $204M | $194M | $201M | $204M | |
| Deferred Tax | $151M | $395M | $234M | $-282M | $453M | $-3M | $323M | $3M | $-324M | $63M | $-10M | $85M | |
| Amort. of Intangibles | $185M | $181M | $181M | $179M | $161M | $159M | $149M | $116M | $81M | $69M | $69M | $58M | |
| Other Non-cash | $155M | $-890M | $297M | $2.84B | $-941M | $617M | $-1.11B | $790M | $583M | $-179M | $-123M | $107M | |
| Operating Cash Flow | $2.76B | $2.59B | $2.79B | $2.71B | $2.27B | $1.74B | $1.27B | $893M | $859M | $535M | $651M | $717M | |
| CapEx | $207M | $255M | $259M | $255M | $145M | $101M | $123M | $107M | $75M | $64M | $80M | $82M | |
| Investing Cash Flow | $-1.19B | $-2.40B | $-2.70B | $-1.67B | $-2.94B | $-512M | $-535M | $-797M | $-744M | $-1.64B | $63M | $-622M | |
| Stock Issued | · | · | · | · | · | · | · | · | $552.0K | $5M | $5M | $6M | |
| Stock Repurchased | $430M | $573M | $445M | $291M | $207M | $27M | $116M | $54M | $111M | $51M | $31M | $26M | |
| Net Stock Activity | $-430M | $-573M | $-445M | $-291M | $-207M | $-27M | $-116M | $-54M | $-110M | $-47M | $-27M | $-20M | |
| Financing Cash Flow | $-1.21B | $-298M | $-1000M | $-595M | $370M | $435M | $359M | $-179M | $256M | $152M | $-74M | $-67M | |
| Net Change in Cash | $411M | $-140M | $-889M | $341M | $-336M | $1.72B | $1.10B | $-104M | $416M | $-985M | $588M | $-18M | |
| Free Cash Flow | $2.55B | $2.34B | $2.53B | $2.45B | $2.13B | $1.64B | $1.15B | $786M | $784M | $471M | $571M | $635M | |
| Levered FCF | $2.39B | $2.18B | $2.38B | $2.32B | $1.99B | $1.49B | $1.02B | $-1.77B | $176M | $376M | $477M | $548M |
Rentowność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 20.6% | 22.3% | 18.5% | -0.80% | 25.2% | 13.1% | 26.0% | 0.58% | 3.6% | 14.3% | 16.0% | 10.9% | |
| Net Margin | 13.6% | 16.5% | 12.6% | -1.8% | 18.9% | 8.4% | 18.8% | -1.9% | 6.5% | 8.1% | 10.8% | 6.3% | |
| Pretax Margin | 17.6% | 21.9% | 16.8% | -1.3% | 24.4% | 10.3% | 24.0% | -0.11% | 1.4% | 11.2% | 13.8% | 8.6% | |
| EBITDA Margin | 22.8% | 24.4% | 20.2% | 2.4% | 27.9% | 16.2% | 28.8% | 3.9% | 7.0% | 17.8% | 19.8% | 14.8% | |
| ROA | 3.2% | 4.7% | 3.8% | -0.44% | 5.4% | 2.1% | 5.1% | -0.39% | 1.4% | 1.8% | 2.3% | 1.3% | |
| ROE | 11.9% | 17.2% | 14.2% | -1.5% | 17.6% | 6.8% | 17.8% | -1.4% | 4.4% | 5.6% | 7.5% | 4.5% | |
| ROIC | 13.5% | 17.2% | 15.5% | -0.48% | 17.2% | 8.3% | 17.6% | 7.3% | 10.6% | 7.0% | 8.7% | 5.4% |
Płynność i wypłacalność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 15.5 | 18.2 | 15.8 | -0.5 | 17.7 | 7.2 | 14.4 | 0.3 | 1.7 | 6.2 | 7.3 | 4.7 |
Efektywność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.3 | 0.3 | 0.2 | 0.3 | 0.2 | 0.3 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 |
Na akcję
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $1477.23 | · | · | · | · | · | $802.58 | $653.86 | $683.58 | $606.30 | $561.23 | $543.98 | |
| Revenue / Share | $1226.54 | $1274.50 | $1181.31 | $859.74 | $930.90 | $704.27 | $686.28 | $491.37 | $432.79 | $398.64 | $381.91 | $365.20 | |
| Cash Flow / Share | $218.32 | $198.91 | $208.31 | $199.52 | $164.79 | $125.70 | $91.79 | $64.13 | $61.30 | $37.98 | $46.31 | $50.99 | |
| Cash / Share | $314.92 | · | · | · | · | · | $222.76 | $145.03 | $158.12 | $124.60 | $188.41 | $140.40 | |
| EPS (TTM) | $169.22 | $199.32 | $146.98 | $-23.72 | $176.38 | $55.63 | $129.07 | $-9.55 | $25.81 | $31.27 | $41.74 | $22.27 |
Stopy Wzrostu
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 4.7% | 3.7% | 22.3% | -9.1% | 32.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.9% | 4.9% | 13.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -15.1% | 35.6% | · | · | 217.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 4.2% | 38.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 24.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -23.3% | 37.6% | · | · | 196.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 4.3% | 34.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 20.9% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.51B | $14.81B | $14.28B | $11.68B | $12.85B | $9.74B | $9.53B | $6.84B | $6.06B | $5.61B | $5.37B | $5.13B | |
| Net Income TTM | $2.11B | $2.75B | $2.00B | $-216M | $2.42B | $816M | $1.79B | $-128M | $395M | $456M | $583M | $321M | |
| Market Cap | $27.06B | · | · | · | · | · | $15.77B | $14.42B | $15.84B | $12.62B | $12.33B | $9.53B | |
| P/E | 12.7 | 8.7 | 9.7 | -55.5 | 7.0 | 18.6 | 8.9 | -108.7 | 44.1 | 28.9 | 21.2 | 30.7 | |
| P/S | 1.7 | · | · | · | · | · | 1.7 | 2.1 | 2.6 | 2.2 | 2.3 | 1.9 | |
| P/B | 1.5 | · | · | · | · | · | 1.4 | 1.6 | 1.7 | 1.5 | 1.6 | 1.3 | |
| P / Tangible Book | 1.9 | · | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 9.8 | · | · | · | · | · | 12.4 | 16.1 | 18.4 | 23.6 | 18.9 | 13.3 | |
| P / FCF | 10.6 | · | · | · | · | · | 13.7 | 18.3 | 20.2 | 26.8 | 21.6 | 15.0 | |
| Earnings Yield | 7.9% | 11.6% | 10.3% | -1.8% | 14.3% | 5.4% | 11.3% | -0.92% | 2.3% | 3.5% | 4.7% | 3.3% |
Rachunek zysków i strat
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.02B | $3.55B | $3.58B | $3.93B | $4.02B | $3.55B | $2.95B | $3.69B | $3.70B | $4.47B | $3.12B | $3.38B | $4.14B | $3.64B | $4.21B | $3.07B | |
| Operating Expenses | $3.63B | $3.10B | $3.42B | $3.36B | $3.50B | $3.12B | $3.25B | $3.24B | $3.29B | $3.13B | $3.51B | $3.30B | $3.17B | $2.89B | $3.15B | $3.00B | |
| Operating Income | $1.56B | $-273M | $795M | $1.01B | $1.11B | $283M | $595M | $1.37B | $410M | $1.34B | $1.13B | $73M | $970M | $754M | $1.06B | $67M | |
| Interest Expense | $52M | $51M | $50M | $51M | $53M | $52M | $53M | $53M | $53M | $46M | $44M | $45M | $47M | $49M | $49M | $47M | |
| Pretax Income | $1.52B | $-270M | $734M | $978M | $862M | $158M | $724M | $1.21B | $366M | $1.34B | $1.01B | $68M | $908M | $672M | $904M | $133M | |
| Income Tax | $333M | $-66M | $152M | $215M | $185M | $28M | $162M | $259M | $76M | $293M | $213M | $14M | $192M | $134M | $192M | $16M | |
| Net Income | $1.17B | $-212M | $577M | $751M | $657M | $122M | $549M | $905M | $268M | $1.03B | $769M | $43M | $696M | $489M | $692M | $60M | |
| EPS (Basic) | · | $-18.90 | $48.39 | $59.44 | $49.80 | $12.11 | $39.07 | $66.40 | $18.66 | $75.56 | $56.64 | $3.15 | $50.20 | $37.33 | $48.84 | $3.09 | |
| EPS (Diluted) | $92.76 | $-18.90 | $48.22 | $59.25 | $49.67 | $12.08 | $39.02 | $66.25 | $18.62 | $75.43 | $56.49 | $3.14 | $50.09 | $37.26 | $48.85 | $3.08 | |
| Shares (Basic) | 12,548,000 | 12,630,000 | · | 12,562,000 | 12,697,000 | 12,804,000 | · | 12,987,000 | 13,053,000 | 13,137,000 | · | 13,315,000 | 13,382,000 | 13,450,000 | · | 13,564,000 | |
| Shares (Diluted) | 12,592,000 | 12,630,000 | · | 12,602,000 | 12,730,000 | 12,837,000 | · | 13,017,000 | 13,081,000 | 13,159,000 | · | 13,345,000 | 13,411,000 | 13,475,000 | · | 13,595,000 | |
| EBITDA | $1.56B | $-273M | · | $1.01B | $1.11B | $283M | · | $1.37B | $410M | $1.34B | · | $73M | $970M | $754M | · | $73M |
Bilans
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $3.42B | $3.68B | $3.96B | $4.05B | $3.72B | $4.19B | $3.69B | $3.87B | $3.51B | $3.63B | · | $4.35B | $4.31B | $4.03B | · | $3.54B | |
| Inventory | · | · | $703M | · | · | · | $731M | · | · | · | · | · | · | · | · | · | |
| PP&E (Net) | · | · | $1.50B | · | · | · | $1.40B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $2.84B | $2.84B | $2.82B | $2.82B | $2.83B | $2.77B | $2.74B | $2.74B | $2.74B | $2.63B | $2.62B | $2.62B | $2.63B | $2.64B | $2.64B | $2.80B | |
| Intangibles | $1.46B | $1.50B | $1.54B | $1.57B | $1.62B | $1.64B | $1.46B | $1.51B | $1.55B | $1.55B | $1.59B | $1.63B | $1.68B | $1.71B | $1.75B | $1.69B | |
| Total Assets | $71.26B | $68.60B | $68.91B | $67.39B | $66.79B | $64.60B | $61.90B | $62.28B | $59.71B | $57.29B | · | $52.75B | $52.18B | $50.94B | · | $48.42B | |
| Total Liabilities | $51.79B | $49.95B | $49.80B | $48.80B | $48.92B | $46.85B | $44.43B | $44.62B | $43.28B | $40.97B | · | $38.23B | $37.48B | $36.66B | · | $35.55B | |
| Long-term Debt | $4.37B | $4.38B | $4.30B | $4.28B | $4.36B | $4.39B | $4.33B | $4.36B | $4.40B | $3.86B | · | $3.77B | $3.81B | $3.90B | · | $4.13B | |
| Common Stock | $3.72B | $3.71B | $3.67B | $3.67B | $3.66B | $3.58B | $3.56B | $3.55B | $3.55B | $3.55B | · | $3.52B | $3.52B | $3.51B | · | $3.48B | |
| Retained Earnings | $15.59B | $14.66B | $15.03B | $14.51B | $13.84B | $13.36B | $13.38B | $13.06B | $12.33B | $12.18B | · | $10.78B | $10.82B | $10.26B | · | $9.26B | |
| AOCI | $-305M | $-238M | $-109M | $-139M | $-181M | $-391M | $-617M | $-194M | $-618M | $-595M | · | $-891M | $-741M | $-610M | · | $-1.04B | |
| Stockholders' Equity | $19.01B | $18.13B | $18.60B | $18.04B | $17.32B | $17.15B | $16.92B | $17.01B | $15.85B | $15.73B | · | $14.00B | $14.19B | $13.74B | · | $12.29B | |
| Liabilities + Equity | $71.26B | $68.60B | $68.91B | $67.39B | $66.79B | $64.60B | $61.90B | $62.28B | $59.71B | $57.29B | · | $52.75B | $52.18B | $50.94B | · | $48.42B | |
| Shares Outstanding | 12,409,491 | 12,530,957 | 12,589,631 | 12,620,512 | 12,654,180 | 12,702,640 | 12,790,117 | · | · | · | 13,131,672 | · | · | · | · | · |
Przepływy pieniężne
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amort. of Intangibles | $43M | $44M | $43M | $44M | $51M | $47M | $46M | $46M | $44M | $44M | $44M | $48M | $44M | $44M | $44M | $43M | |
| Operating Cash Flow | $429M | $16M | $662M | $1.22B | $504M | $376M | $494M | $891M | $579M | $631M | $823M | $956M | $724M | $284M | $829M | $959M | |
| CapEx | $44M | $47M | $63M | $52M | $51M | $41M | $74M | $52M | $57M | $72M | $104M | $76M | $42M | $37M | $45M | $99M | |
| Investing Cash Flow | $-197M | $-348M | $-554M | $-719M | $-109M | $193M | $-514M | $-326M | $-994M | $-564M | $-1.36B | $-969M | $-265M | $-109M | $-387M | $-880M | |
| Stock Repurchased | $237M | $134M | $86M | $74M | $99M | $170M | $184M | $129M | $99M | $161M | $176M | $82M | $105M | $82M | $83M | $82M | |
| Net Stock Activity | · | $-134M | · | · | · | $-170M | · | · | · | $-161M | · | · | · | $-82M | · | · | |
| Financing Cash Flow | $-342M | $-80M | $-111M | $-171M | $-822M | $-106M | $-364M | $-189M | $358M | $-103M | $-200M | $-169M | $-218M | $-412M | $-104M | $-104M | |
| Net Change in Cash | $-113M | $-422M | $-14M | $322M | $-380M | $483M | $-434M | $411M | $-61M | $-55M | $-713M | $-196M | $236M | $-217M | $426M | $-115M | |
| Free Cash Flow | · | $-31M | · | · | · | $335M | · | · | · | $559M | · | · | · | $247M | · | · | |
| Levered FCF | · | $-70M | · | · | · | $293M | · | · | · | $523M | · | · | · | $207M | · | · |
Rentowność
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 38.8% | -7.7% | · | 25.7% | 24.1% | 8.3% | · | 29.7% | 11.1% | 29.9% | · | 2.2% | 23.4% | 20.7% | · | 2.4% | |
| Net Margin | 29.1% | -6.0% | · | 19.1% | 14.3% | 3.6% | · | 19.6% | 7.2% | 22.9% | · | 1.3% | 16.8% | 13.4% | · | 2.1% | |
| Pretax Margin | 37.8% | -7.6% | · | 24.9% | 18.7% | 4.6% | · | 26.2% | 9.9% | 30.0% | · | 2.0% | 21.9% | 18.4% | · | 4.6% | |
| EBITDA Margin | 38.8% | -7.7% | · | 25.7% | 24.1% | 8.3% | · | 29.7% | 11.1% | 29.9% | · | 2.2% | 23.4% | 20.7% | · | 2.4% | |
| ROA | 1.7% | -0.32% | · | 1.2% | 1.0% | 0.20% | · | 1.6% | 0.48% | 1.9% | · | 0.08% | 1.4% | 0.98% | · | 0.14% | |
| ROE | 6.4% | -1.2% | · | 4.3% | 4.0% | 0.74% | · | 5.8% | 1.8% | 7.0% | · | 0.32% | 5.2% | 3.5% | · | 0.50% | |
| ROIC | 6.4% | -1.1% | · | 4.4% | 5.0% | 1.4% | · | 6.3% | 2.1% | 6.6% | · | 0.41% | 5.4% | 4.4% | · | 0.52% |
Płynność i wypłacalność
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | 29.8 | -5.4 | · | 19.9 | 20.9 | 5.4 | · | 25.7 | 7.8 | 29.3 | · | 1.6 | 20.5 | 15.2 | · | 1.5 |
Efektywność
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Na akcję
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $1531.53 | $1446.97 | · | $1429.48 | $1368.57 | $1350.00 | · | · | · | · | · | · | · | · | · | · | |
| Revenue / Share | $319.13 | $281.12 | · | $312.22 | $361.57 | $264.79 | · | $354.25 | $282.99 | $339.44 | · | $252.92 | $308.89 | $270.38 | · | $225.53 | |
| Cash Flow / Share | · | $1.26 | · | · | · | $29.31 | · | · | · | $47.93 | · | · | · | $21.09 | · | · | |
| Cash / Share | $275.86 | $293.71 | · | $320.84 | $293.99 | $330.14 | · | · | · | · | · | · | · | · | · | · | |
| EPS (TTM) | $181.33 | $138.24 | · | $160.02 | $167.02 | $135.97 | · | $216.79 | $153.68 | $185.15 | · | $139.34 | $139.28 | $20.04 | · | $-10.32 |
Wycena (TTM)
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.08B | $15.08B | · | $14.46B | $14.22B | $13.90B | · | $14.98B | $14.66B | $15.10B | · | $15.37B | $15.06B | $12.71B | · | $11.22B | |
| Net Income TTM | $2.28B | $1.77B | · | $2.08B | $2.23B | $1.84B | · | $2.97B | $2.10B | $2.53B | · | $1.92B | $1.94B | $324M | · | $-39M | |
| Market Cap | $24.24B | $23.99B | · | $24.12B | $25.27B | $23.75B | · | · | · | · | · | · | · | · | · | · | |
| P/E | 10.8 | 13.8 | · | 11.9 | 12.0 | 13.8 | · | 7.2 | 10.3 | 8.2 | · | 10.6 | 9.9 | 63.7 | · | -105.1 | |
| P/S | 1.6 | 1.6 | · | 1.7 | 1.8 | 1.7 | · | · | · | · | · | · | · | · | · | · | |
| P/B | 1.3 | 1.3 | · | 1.3 | 1.5 | 1.4 | · | · | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 1.6 | 1.7 | · | 1.8 | 2.0 | 1.9 | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | 1507.4 | · | · | · | 63.1 | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 9.3% | 7.2% | · | 8.4% | 8.4% | 7.3% | · | 13.8% | 9.8% | 12.2% | · | 9.5% | 10.1% | 1.6% | · | -0.95% |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Przychody | $15.51B | $14.81B | $14.28B | $11.68B | $12.85B |
| Marża Operacyjna % | 20.6% | 22.3% | 18.5% | -0.80% | 25.2% |
| Zysk netto | $2.11B | $2.75B | $2.00B | $-216M | $2.42B |
| Rozwodniony EPS | $169.22 | $199.32 | $146.98 | $-23.72 | $176.38 |
Zbyt mało danych fundamentalnych, aby utworzyć to sprawozdanie.
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $2.55B | $2.34B | $2.53B | $2.45B | $2.13B |
Właściciele instytucjonalni (13F) 989 emitentów · $21.0B łącznie · Na dzień 30 września 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 101 (-17 vs poprzedni kw.) | 82 (-2 vs poprzedni kw.) | 321 (+24 vs poprzedni kw.) | 315 (+12 vs poprzedni kw.) | -93K |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD GROUP INC | $2 519 183 434 | 1 171 904 | 12,02% | Akcje |
| BlackRock, Inc. | $1 362 880 029 | 697 836 | 6,50% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 065 659 907 | 545 650 | 5,08% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 019 424 348 | 521 976 | 4,86% | Akcje |
| Davis Selected Advisers | $794 400 127 | 406 759 | 3,79% | Akcje |
| MORGAN STANLEY | $684 846 688 | 350 660 | 3,27% | Akcje |
| Select Equity Group, L.P. | $647 772 404 | 331 679 | 3,09% | Akcje |
| STATE STREET CORP | $609 669 179 | 312 169 | 2,91% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $601 186 915 | 307 791 | 2,87% | Akcje |
| Boston Partners | $600 544 927 | 307 500 | 2,86% | Akcje |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $450 436 367 | 230 637 | 2,15% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $418 197 910 | 214 799 | 2,00% | Akcje |
| DAVENPORT & Co LLC | $403 208 108 | 206 399 | 1,92% | Akcje |
| BAILLIE GIFFORD & CO | $308 425 198 | 157 923 | 1,47% | Akcje |
| NORGES BANK | $284 244 981 | 145 542 | 1,36% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $271 607 304 | 139 067 | 1,30% | Akcje |
| BANK OF AMERICA CORP /DE/ | $231 607 841 | 118 590 | 1,10% | Akcje |
| Madison Avenue Partners, LP | $219 371 848 | 112 325 | 1,05% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $200 003 848 | 102 408 | 0,95% | Akcje |
| Bank Julius Baer & Co. Ltd, Zurich | $180 985 480 | 92 601 | 0,86% | Akcje |
| Davis Asset Management, L.P. | $179 882 025 | 92 105 | 0,86% | Akcje |
| GOLDMAN SACHS GROUP INC | $172 274 712 | 88 210 | 0,82% | Akcje |
| Fenimore Asset Management Inc | $170 419 653 | 87 260 | 0,81% | Akcje |
| NORTHERN TRUST CORP | $164 103 619 | 84 026 | 0,78% | Akcje |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $160 039 404 | 81 945 | 0,76% | Akcje |
| Douglass Winthrop Advisors, LLC | $156 969 273 | 80 373 | 0,75% | Akcje |
| CHECK CAPITAL MANAGEMENT INC/CA | $154 696 297 | 79 209 | 0,74% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $153 447 996 | 78 570 | 0,73% | Akcje |
| Polar Capital Holdings Plc | $152 823 033 | 78 250 | 0,73% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $151 514 516 | 77 580 | 0,72% | Akcje |
| BARR E S & CO | $150 481 374 | 77 051 | 0,72% | Akcje |
| JANA Partners Management, LP | $149 879 846 | 76 743 | 0,72% | Akcje |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $148 885 935 | 77 785 | 0,71% | Akcje |
| JENNISON ASSOCIATES LLC | $145 983 592 | 74 748 | 0,70% | Akcje |
| JANE STREET GROUP, LLC | $127 471 010 | 65 269 | 0,61% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $126 881 197 | 64 967 | 0,61% | Akcje |
| Legal & General Group Plc | $122 219 364 | 62 580 | 0,58% | Akcje |
| Troy Asset Management Ltd | $120 127 692 | 61 509 | 0,57% | Akcje |
| HighTower Advisors, LLC | $119 428 241 | 61 151 | 0,57% | Akcje |
| Scharf Investments, LLC | $118 304 948 | 60 564 | 0,56% | Akcje |
| WELLS FARGO & COMPANY/MN | $115 261 834 | 59 018 | 0,55% | Akcje |
| Quilter Plc | $89 633 394 | 45 895 | 0,43% | Akcje |
| UBS Group AG | $86 455 845 | 44 268 | 0,41% | Akcje |
| AVENIR CORP | $86 350 091 | 44 214 | 0,41% | Akcje |
| ROYAL BANK OF CANADA | $75 529 000 | 38 673 | 0,36% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $72 048 492 | 36 891 | 0,34% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $70 904 961 | 36 330 | 0,34% | Akcje |
| Swiss National Bank | $69 097 494 | 35 380 | 0,33% | Akcje |
| NEUBERGER BERMAN GROUP LLC | $68 673 690 | 35 163 | 0,33% | Akcje |
| Bank of New York Mellon Corp | $68 051 482 | 34 844 | 0,32% | Akcje |
Aktywiści i właściciele 5%+ 3 akcje
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| MARKEL GROUP INC. | 14 września 2026 | 42,00% | Aneks | · | SEC |
| Alterra Capital Holdings Limited ×2 zgłoszenia | 7 maja 2013 | · | Pierwotne zgłoszenie | · | SEC |
| Markel Corporation ×6 zgłoszenia | 6 maja 2013 | · | Pierwotne zgłoszenie | M&A / sprzedaż | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Insiderzy spółki 45 insiderów · 21 dyrektorzy generalni · 24 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Thomas Sinnickson Gayner | Chief Executive Officer | 15 maja 2026 F | 56 260 | 0 | 0 | $0 |
| Simon Wilson | EVP and CEO, Markel Insurance | 26 lutego 2026 S | 2 397 | 0 | 2 | $-363 418 |
| Richard R Whitt III | Co-Chief Executive Officer | 6 grudnia 2022 F | 11 360 | 0 | 0 | $0 |
| Brian J. Costanzo | Chief Financial Officer | 30 czerwca 2026 J | 1 632 | 0 | 0 | $0 |
| Anne G Waleski | Exec Vice President and CFO | 21 lutego 2018 A | 3 762 | 0 | 0 | $0 |
| Jeremy Andrew Noble | President, Insurance | 18 lutego 2025 A | 4 888 | 0 | 0 | $0 |
| John K Latham | President-Wholesale Operations | 10 maja 2011 F | 9 413 | 0 | 0 | $0 |
| Michael R Heaton | EVP & Chief Operating Officer | 2 grudnia 2025 F | 4 709 | 0 | 0 | $0 |
| Robert C Cox | Pres. & COO, Insur. Operations | 6 grudnia 2022 F | 2 346 | 0 | 0 | $0 |
| Andrew G. Crowley | EVP & Pres., Markel Ventures | 15 lipca 2026 J | 2 749 | 0 | 0 | $0 |
| Meade P. Grandis | CAO and Controller | 24 lutego 2026 A | 294 | 0 | 0 | $0 |
| Susan L. Davies | CHRO, Markel Insurance | 15 grudnia 2022 J | 848 | 0 | 0 | $0 |
| Bradley James Kiscaden | Pres/Chief Admin Off-Ins Ops | 15 lutego 2022 A | 8 090 | 0 | 0 | $0 |
| Linda V Schreiner | SVP, Strategic Management | 7 grudnia 2021 F | 1 528 | 0 | 0 | $0 |
| Oscar Guerrero | Chief Accounting Officer | 16 lutego 2021 A | 399 | 0 | 0 | $0 |
| Alan I Kirshner | Executive Chairman | 9 kwietnia 2020 S | 20 453 | 0 | 0 | $0 |
| Nora N Crouch | Chief Accounting Officer | 18 lutego 2020 A | 2 250 | 0 | 0 | $0 |
| Britton L. Glisson | Chief Administrative Officer | 21 lutego 2018 A | 11 656 | 0 | 0 | $0 |
| Michael F Crowley | Vice Chairman | 5 grudnia 2017 F | 5 816 | 0 | 0 | $0 |
| Gerard Albanese JR | EVP & Chief Underwriting Off. | 13 maja 2016 F | 14 996 | 0 | 0 | $0 |
| Paul W Springman | Executive VP | 26 lutego 2008 A | 21 070 | 0 | 0 | $0 |
| Morgan E. Housel | Dyrektor | 15 czerwca 2026 J | 1 029 | 0 | 0 | $0 |
| Mark Besca | Dyrektor | 15 czerwca 2026 J | 1 222 | 0 | 0 | $0 |
| Lawrence A Cunningham | Dyrektor | 15 czerwca 2026 J | 1 042 | 0 | 0 | $0 |
| Diane Leopold | Dyrektor | 15 czerwca 2026 J | 2 345 | 2 | 0 | $268 721 |
| Lynne A. Puckett | Dyrektor | 15 czerwca 2026 J | 507 | 1 | 0 | $102 345 |
| Harold Lawrence Morrison Jr. | Dyrektor | 15 czerwca 2026 J | 1 127 | 0 | 0 | $0 |
| Michael Oreilly | Dyrektor | 15 czerwca 2026 J | 3 935 | 0 | 0 | $0 |
| MICHAEL JONATHAN E | Dyrektor | 15 czerwca 2026 J | 333 | 0 | 0 | $0 |
| Greta J Harris | Dyrektor | 22 maja 2026 S | 645 | 0 | 3 | $-140 395 |
| Steven A Markel | Dyrektor | 11 grudnia 2025 S | 60 368 | 0 | 18 | $-3 175 429 |
| MARKEL ANTHONY F | Dyrektor | 24 lutego 2025 G | 15 000 | 0 | 0 | $0 |
| Lemuel E Lewis | Dyrektor | 14 maja 2021 J | 5 741 | 0 | 0 | $0 |
| KASEN STEWART M | Dyrektor | 3 listopada 2020 S | 2 028 | 0 | 0 | $0 |
| Darrell D Martin | Dyrektor | 11 maja 2020 A | 11 540 | 0 | 0 | $0 |
| Debora J Wilson | Dyrektor | 1 maja 2020 P | 3 956 | 0 | 0 | $0 |
| Michael Jay Schewel | Dyrektor | 24 grudnia 2019 G | 6 260 | 0 | 0 | $0 |
| Bruce K Connell | Dyrektor | 7 marca 2019 P | 2 226 | 0 | 0 | $0 |
| Alfred J Broaddus Jr | Dyrektor | 14 maja 2018 A | 2 338 | 0 | 0 | $0 |
| Jay M Weinberg | Dyrektor | 15 maja 2017 J | 5 040 | 0 | 0 | $0 |
| Douglas C Eby | Dyrektor | 15 maja 2017 A | 522 | 0 | 0 | $0 |
| Leslie A Grandis | Dyrektor | 23 lutego 2009 J | 18 901 | 0 | 0 | $0 |
| MARKEL GROUP INC. | Posiadacz 10% | 11 września 2026 C | 10 944 411 | 0 | 0 | $0 |
| Richard Randolph Grinnan | · | 15 maja 2026 F | 4 147 | 0 | 0 | $0 |
| Gary L Markel | · | 9 marca 2004 G | 301 353 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 74 fundusze ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| DFNL · Davis Fundamental ETF Trust | 5,77% | 14 690 NS | 31 lipca 2026 | N-PORT |
| DUSA · Davis Fundamental ETF Trust | 4,60% | 31 071 NS | 31 lipca 2026 | N-PORT |
| DWLD · Davis Fundamental ETF Trust | 2,97% | 9 657 NS | 31 lipca 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,87% | 5 202 NS | 31 lipca 2026 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0,74% | 1 592 SH | 19 sierpnia 2026 | Dziennie |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,66% | 4 924 NS | 31 lipca 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,35% | 2 886 NS | 31 lipca 2026 | N-PORT |
| IYF · iShares Trust | 0,34% | 8 275 SH | 11 września 2026 | Dziennie |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,33% | 297 NS | 31 lipca 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0,29% | 20 434 SH | 19 sierpnia 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,28% | 143 611 SH | 19 sierpnia 2026 | Dziennie |
| FNCL · FIDELITY COVINGTON TRUST | 0,26% | 3 305 NS | 31 lipca 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0,25% | 45 607 SH | 19 sierpnia 2026 | Dziennie |
| VO · VANGUARD INDEX FUNDS | 0,22% | 257 695 SH | 19 sierpnia 2026 | Dziennie |
| IWS · iShares Trust | 0,22% | 18 532 SH | 11 września 2026 | Dziennie |
| IMCG · iShares Trust | 0,22% | 4 834 SH | 11 września 2026 | Dziennie |
| EUSA · iShares, Inc. | 0,20% | 2 171 SH | 11 września 2026 | Dziennie |
| VOE · VANGUARD INDEX FUNDS | 0,20% | 38 182 SH | 19 sierpnia 2026 | Dziennie |
| SIZE · iShares Trust | 0,19% | 445 SH | 11 września 2026 | Dziennie |
| IWR · iShares Trust | 0,16% | 50 762 SH | 11 września 2026 | Dziennie |
| IMCB · iShares Trust | 0,15% | 1 455 SH | 11 września 2026 | Dziennie |
| DFLV · Dimensional ETF Trust | 0,13% | 4 580 NS | 31 lipca 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,11% | 9 368 NS | 31 lipca 2026 | N-PORT |
| DFVX · Dimensional ETF Trust | 0,11% | 308 NS | 31 lipca 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,10% | 540 SH | 2 października 2026 | Dziennie |
| IMCV · iShares Trust | 0,09% | 591 SH | 11 września 2026 | Dziennie |
| USXF · iShares Trust | 0,09% | 749 SH | 11 września 2026 | Dziennie |
| VTV · VANGUARD INDEX FUNDS | 0,09% | 112 890 SH | 19 sierpnia 2026 | Dziennie |
| HAPI · Harbor ETF Trust | 0,08% | 201 NS | 31 lipca 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,08% | 71 NS | 31 lipca 2026 | N-PORT |
| IQSU · New York Life Investments ETF Trust | 0,07% | 123 NS | 31 lipca 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,07% | 7 462 SH | 19 sierpnia 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,07% | 16 579 NS | 31 lipca 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 296 SH | 2 października 2026 | Dziennie |
| IWD · iShares Trust | 0,06% | 27 433 SH | 11 września 2026 | Dziennie |
| DXUV · Dimensional ETF Trust | 0,05% | 157 NS | 31 lipca 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,05% | 2 919 SH | 2 października 2026 | Dziennie |
| ILCG · iShares Trust | 0,05% | 857 SH | 11 września 2026 | Dziennie |
| DCOR · Dimensional ETF Trust | 0,04% | 797 NS | 31 lipca 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,04% | 2 836 NS | 31 lipca 2026 | N-PORT |
| VV · VANGUARD INDEX FUNDS | 0,04% | 13 887 SH | 19 sierpnia 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,04% | 2 790 SH | 19 sierpnia 2026 | Dziennie |
| BKLC · BNY Mellon ETF Trust | 0,04% | 1 094 NS | 31 lipca 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,04% | 209 NS | 31 lipca 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,04% | 1 691 NS | 31 lipca 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0,04% | 133 NS | 31 lipca 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,04% | 3 885 NS | 31 lipca 2026 | N-PORT |
| ILCB · iShares Trust | 0,03% | 240 SH | 11 września 2026 | Dziennie |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,03% | 2 199 SH | 2 października 2026 | Dziennie |
| IYY · iShares Trust | 0,03% | 542 SH | 11 września 2026 | Dziennie |
| IWB · iShares Trust | 0,03% | 8 603 SH | 11 września 2026 | Dziennie |
| DFSU · Dimensional ETF Trust | 0,03% | 381 NS | 31 lipca 2026 | N-PORT |
| ITOT · iShares Trust | 0,03% | 16 403 SH | 11 września 2026 | Dziennie |
| IWV · iShares Trust | 0,03% | 3 417 SH | 11 września 2026 | Dziennie |
| VTI · VANGUARD INDEX FUNDS | 0,03% | 377 535 SH | 19 sierpnia 2026 | Dziennie |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,03% | 2 037 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,03% | 1 042 SH | 19 sierpnia 2026 | Dziennie |
| TOV · EA Series Trust | 0,03% | 47 NS | 31 lipca 2026 | N-PORT |
| TILT · FlexShares Trust | 0,03% | 334 NS | 31 lipca 2026 | N-PORT |
| URTH · iShares, Inc. | 0,02% | 1 138 SH | 11 września 2026 | Dziennie |
| TOK · iShares Trust | 0,02% | 33 SH | 11 września 2026 | Dziennie |
| ACWI · iShares Trust | 0,02% | 3 928 SH | 11 września 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,02% | 10 016 SH | 19 sierpnia 2026 | Dziennie |
| ILCV · iShares Trust | 0,02% | 140 SH | 11 września 2026 | Dziennie |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,02% | 711 NS | 31 lipca 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,01% | 157 SH | 2 października 2026 | Dziennie |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 lipca 2026 | Dziennie |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 30 lipca 2026 | Dziennie |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30 lipca 2026 | Dziennie |
| IAK · iShares Trust | · | 6 671 SH | 11 września 2026 | Dziennie |
MKL Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
6 analityków · 2026-09-29Średnia cel $1956.33 +12,6%
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| MKL | $27.06B | 12.7 | 4.7% | 13.6% | 11.9% | · |
| AIG | $46.04B | 15.8 | -1.8% | 11.6% | 7.4% | · |
| HIG | $38.16B | 10.3 | 6.9% | 13.5% | 21.4% | · |
| WRB | $26.45B | 15.8 | 7.8% | 12.1% | 19.7% | · |
| CINF | $25.38B | 10.8 | 11.4% | 18.9% | 16.0% | · |
| L | · | 13.2 | 5.4% | 9.0% | 9.3% | · |
| AIZ | · | · | · | · | · | · |
| CNA | $12.92B | 10.2 | 5.0% | 8.5% | 11.6% | · |
| AFG | $11.40B | 13.6 | -1.8% | 10.3% | 18.1% | · |
| FNF | $14.79B | 24.7 | 5.6% | 4.2% | 7.9% | · |
| ERIE | · | · | 7.2% | 13.8% | 25.0% | · |
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