MKL Markel Group Inc. Common Stock
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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.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
| Métrica | Tendência de 5 anos | MKL | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| P/E (TTM) | 9.6média 5A ≈-3.5 | ≈-3.5 | 10.9 | Valor justo | |
| P/S (TTM) | 1.4 | · | 1.5 | Valor justo | |
| P/B (MRQ) | 1.1 | · | 1.5 | Valor justo | |
| Preço / FCF (TTM) | 10.2 | · | · | · | |
| Preço / Fluxo de Caixa (TTM) | 9.3 | · | 7.8 | Sobreavaliado | |
| Preço / Valor Patrimonial Tangível (MRQ) | 1.2 | · | · | · | |
| PEG Ratio | ≈0.4 | · | · | · |
A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
| Métrica | Tendência de 5 anos | MKL | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Margem Operacional (TTM) | 20.5%média 5A ≈17.2% | ≈17.2% | · | · | |
| EBITDA Margin (Margem EBITDA) | 22.8%média 5A ≈19.5% | ≈19.5% | 3.3% | Primeira linha | |
| Margem de Impostos Pré-Tributação (TTM) | 19.6%média 5A ≈15.9% | ≈15.9% | 17.8% | Primeira linha | |
| Margem de Lucro Líquido (TTM) | 15.2%média 5A ≈12.0% | ≈12.0% | 14.0% | Primeira linha | |
| ROA (TTM) | 3.3%média 5A ≈3.3% | ≈3.3% | 4.2% | Fraco | |
| ROE (TTM) | 12.6%média 5A ≈11.9% | ≈11.9% | 16.0% | Fraco | |
| ROIC | 13.5%média 5A ≈12.6% | ≈12.6% | · | · |
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
| Métrica | Tendência de 5 anos | MKL | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Interest Coverage (Cobertura de Juros) | 15.5média 5A ≈13.3 | ≈13.3 | · | · |
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
| Métrica | Tendência de 5 anos | MKL | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Revenue YoY (Receita Ano a Ano) | 4.7%média 5A ≈10.7% | ≈10.7% | · | · | |
| Revenue CAGR 3Y (CAGR Receita 3A) | 9.9%média 5A ≈9.5% | ≈9.5% | · | · | |
| Revenue CAGR 5Y (CAGR Receita 5A) | 9.8% | · | · | · | |
| EPS YoY | -15.1%média 5A ≈79.2% | ≈79.2% | · | · | |
| Net Income YoY (Lucro Líquido Ano a Ano) | -23.3%média 5A ≈70.4% | ≈70.4% | · | · | |
| EPS CAGR 3Y (CAGR de LPA 3A) | 4.2% | · | · | · | |
| EPS CAGR 5Y (CAGR de LPA 5A) | 24.9% | · | · | · | |
| Net Income CAGR 3Y (CAGR de Lucro Líquido 3A) | 4.3% | · | · | · | |
| Net Income CAGR 5Y (CAGR de Lucro Líquido 5A) | 20.9% | · | · | · |
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
| Métrica | Tendência de 5 anos | MKL | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Asset Turnover (Giro do Ativo) | 0.2média 5A ≈0.3 | ≈0.3 | 0.3 | Fraco | |
| Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.) | ≈$677.4K | · | · | · |
valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | Relatório | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|---|
| 30 de Junho de 2026 | Jul 28, 2026 | $19.79 | $31.41 | -37.0% |
| 31 de Março de 2026 | $23.55 | $26.60 | -11.5% | |
| 31 de Dezembro de 2025 | $66.70 | $25.99 | 156.7% | |
| 30 de Setembro de 2025 | $32.44 | $23.35 | 38.9% | |
| 30 de Junho de 2025 | $13.88 | $25.28 | -45.1% | |
| 31 de Março de 2025 | $21.60 | $16.94 | 27.5% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados
| Métrica | Tendência | 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 |
Balanço Patrimonial
| Métrica | Tendência | 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 |
Fluxo de Caixa
| Métrica | Tendência | 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 |
Lucratividade
| Métrica | Tendência | 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% |
Liquidez e Solvência
| Métrica | Tendência | 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 |
Eficiência
| Métrica | Tendência | 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 |
Por Ação
| Métrica | Tendência | 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 |
Taxas de Crescimento
| Métrica | Tendência | 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% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM)
| Métrica | Tendência | 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% |
Demonstração de Resultados
| Métrica | Tendência | 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 |
Balanço Patrimonial
| Métrica | Tendência | 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 | · | · | · | · | · |
Fluxo de Caixa
| Métrica | Tendência | 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 | · | · |
Lucratividade
| Métrica | Tendência | 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% |
Liquidez e Solvência
| Métrica | Tendência | 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 |
Eficiência
| Métrica | Tendência | 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 |
Por Ação
| Métrica | Tendência | 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 |
Avaliação (TTM)
| Métrica | Tendência | 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% |
Período mais recente à esquerda · valores nulos mostrados como ·
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Receita | $15.51B | $14.81B | $14.28B | $11.68B | $12.85B |
| Margem Operacional % | 20.6% | 22.3% | 18.5% | -0.80% | 25.2% |
| Lucro líquido | $2.11B | $2.75B | $2.00B | $-216M | $2.42B |
| EPS Diluído | $169.22 | $199.32 | $146.98 | $-23.72 | $176.38 |
Ainda não há dados fundamentais suficientes para construir esta demonstração.
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $2.55B | $2.34B | $2.53B | $2.45B | $2.13B |
Investidores institucionais (13F) 988 declarantes · $21.0B total · Em 30 de Setembro de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 101 (-17 vs trimestre anterior) | 82 (-2 vs trimestre anterior) | 321 (+24 vs trimestre anterior) | 315 (+12 vs trimestre anterior) | -93K |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $2.519.183.434 | 1.171.904 | 12,02% | Ações |
| BlackRock, Inc. | $1.362.880.029 | 697.836 | 6,50% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.065.659.907 | 545.650 | 5,08% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.019.424.348 | 521.976 | 4,86% | Ações |
| Davis Selected Advisers | $794.400.127 | 406.759 | 3,79% | Ações |
| MORGAN STANLEY | $684.846.688 | 350.660 | 3,27% | Ações |
| Select Equity Group, L.P. | $647.772.404 | 331.679 | 3,09% | Ações |
| STATE STREET CORP | $609.669.179 | 312.169 | 2,91% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $601.186.915 | 307.791 | 2,87% | Ações |
| Boston Partners | $600.544.927 | 307.500 | 2,86% | Ações |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $450.436.367 | 230.637 | 2,15% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $418.197.910 | 214.799 | 1,99% | Ações |
| DAVENPORT & Co LLC | $403.208.108 | 206.399 | 1,92% | Ações |
| BAILLIE GIFFORD & CO | $308.425.198 | 157.923 | 1,47% | Ações |
| NORGES BANK | $284.244.981 | 145.542 | 1,36% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $271.607.304 | 139.067 | 1,30% | Ações |
| BANK OF AMERICA CORP /DE/ | $231.607.841 | 118.590 | 1,10% | Ações |
| Madison Avenue Partners, LP | $219.371.848 | 112.325 | 1,05% | Ações |
| WELLINGTON MANAGEMENT GROUP LLP | $200.003.848 | 102.408 | 0,95% | Ações |
| Bank Julius Baer & Co. Ltd, Zurich | $180.985.480 | 92.601 | 0,86% | Ações |
| Davis Asset Management, L.P. | $179.882.025 | 92.105 | 0,86% | Ações |
| GOLDMAN SACHS GROUP INC | $172.274.712 | 88.210 | 0,82% | Ações |
| Fenimore Asset Management Inc | $170.419.653 | 87.260 | 0,81% | Ações |
| NORTHERN TRUST CORP | $164.103.619 | 84.026 | 0,78% | Ações |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $160.039.404 | 81.945 | 0,76% | Ações |
| Douglass Winthrop Advisors, LLC | $156.969.273 | 80.373 | 0,75% | Ações |
| CHECK CAPITAL MANAGEMENT INC/CA | $154.696.297 | 79.209 | 0,74% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $153.447.996 | 78.570 | 0,73% | Ações |
| Polar Capital Holdings Plc | $152.823.033 | 78.250 | 0,73% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $151.514.516 | 77.580 | 0,72% | Ações |
| BARR E S & CO | $150.481.374 | 77.051 | 0,72% | Ações |
| JANA Partners Management, LP | $149.879.846 | 76.743 | 0,71% | Ações |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $148.885.935 | 77.785 | 0,71% | Ações |
| JENNISON ASSOCIATES LLC | $145.983.592 | 74.748 | 0,70% | Ações |
| JANE STREET GROUP, LLC | $127.471.010 | 65.269 | 0,61% | Ações |
| RAYMOND JAMES FINANCIAL INC | $126.881.197 | 64.967 | 0,61% | Ações |
| Legal & General Group Plc | $122.219.364 | 62.580 | 0,58% | Ações |
| Troy Asset Management Ltd | $120.127.692 | 61.509 | 0,57% | Ações |
| HighTower Advisors, LLC | $119.428.241 | 61.151 | 0,57% | Ações |
| Scharf Investments, LLC | $118.304.948 | 60.564 | 0,56% | Ações |
| WELLS FARGO & COMPANY/MN | $115.261.834 | 59.018 | 0,55% | Ações |
| Quilter Plc | $89.633.394 | 45.895 | 0,43% | Ações |
| UBS Group AG | $86.455.845 | 44.268 | 0,41% | Ações |
| AVENIR CORP | $86.350.091 | 44.214 | 0,41% | Ações |
| ROYAL BANK OF CANADA | $75.529.000 | 38.673 | 0,36% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $72.048.492 | 36.891 | 0,34% | Ações |
| AQR CAPITAL MANAGEMENT LLC | $70.904.961 | 36.330 | 0,34% | Ações |
| Swiss National Bank | $69.097.494 | 35.380 | 0,33% | Ações |
| NEUBERGER BERMAN GROUP LLC | $68.673.690 | 35.163 | 0,33% | Ações |
| Bank of New York Mellon Corp | $68.051.482 | 34.844 | 0,32% | Ações |
Ativistas e proprietários de 5%+ 3 participações
Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.
| Declarante | Declarado | Participação | Status | Propósito | Declaração |
|---|---|---|---|---|---|
| MARKEL GROUP INC. | 14 de Setembro de 2026 | 42,00% | Emenda | · | SEC |
| Alterra Capital Holdings Limited ×2 declarações | 7 de Maio de 2013 | · | Declaração inicial | · | SEC |
| Markel Corporation ×6 declarações | 6 de Maio de 2013 | · | Declaração inicial | M&A / venda | 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.
Executivos da empresa 45 insiders · 21 diretores · 24 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Thomas Sinnickson Gayner | Chief Executive Officer | 15 de Maio de 2026 F | 56.260 | 0 | 0 | $0 |
| Simon Wilson | EVP and CEO, Markel Insurance | 26 de Fevereiro de 2026 S | 2.397 | 0 | 2 | $-363.418 |
| Richard R Whitt III | Co-Chief Executive Officer | 6 de Dezembro de 2022 F | 11.360 | 0 | 0 | $0 |
| Brian J. Costanzo | Chief Financial Officer | 30 de Junho de 2026 J | 1.632 | 0 | 0 | $0 |
| Anne G Waleski | Exec Vice President and CFO | 21 de Fevereiro de 2018 A | 3.762 | 0 | 0 | $0 |
| Jeremy Andrew Noble | President, Insurance | 18 de Fevereiro de 2025 A | 4.888 | 0 | 0 | $0 |
| John K Latham | President-Wholesale Operations | 10 de Maio de 2011 F | 9.413 | 0 | 0 | $0 |
| Michael R Heaton | EVP & Chief Operating Officer | 2 de Dezembro de 2025 F | 4.709 | 0 | 0 | $0 |
| Robert C Cox | Pres. & COO, Insur. Operations | 6 de Dezembro de 2022 F | 2.346 | 0 | 0 | $0 |
| Andrew G. Crowley | EVP & Pres., Markel Ventures | 15 de Julho de 2026 J | 2.749 | 0 | 0 | $0 |
| Meade P. Grandis | CAO and Controller | 24 de Fevereiro de 2026 A | 294 | 0 | 0 | $0 |
| Susan L. Davies | CHRO, Markel Insurance | 15 de Dezembro de 2022 J | 848 | 0 | 0 | $0 |
| Bradley James Kiscaden | Pres/Chief Admin Off-Ins Ops | 15 de Fevereiro de 2022 A | 8.090 | 0 | 0 | $0 |
| Linda V Schreiner | SVP, Strategic Management | 7 de Dezembro de 2021 F | 1.528 | 0 | 0 | $0 |
| Oscar Guerrero | Chief Accounting Officer | 16 de Fevereiro de 2021 A | 399 | 0 | 0 | $0 |
| Alan I Kirshner | Executive Chairman | 9 de Abril de 2020 S | 20.453 | 0 | 0 | $0 |
| Nora N Crouch | Chief Accounting Officer | 18 de Fevereiro de 2020 A | 2.250 | 0 | 0 | $0 |
| Britton L. Glisson | Chief Administrative Officer | 21 de Fevereiro de 2018 A | 11.656 | 0 | 0 | $0 |
| Michael F Crowley | Vice Chairman | 5 de Dezembro de 2017 F | 5.816 | 0 | 0 | $0 |
| Gerard Albanese JR | EVP & Chief Underwriting Off. | 13 de Maio de 2016 F | 14.996 | 0 | 0 | $0 |
| Paul W Springman | Executive VP | 26 de Fevereiro de 2008 A | 21.070 | 0 | 0 | $0 |
| Morgan E. Housel | Conselheiro | 15 de Junho de 2026 J | 1.029 | 0 | 0 | $0 |
| Mark Besca | Conselheiro | 15 de Junho de 2026 J | 1.222 | 0 | 0 | $0 |
| Lawrence A Cunningham | Conselheiro | 15 de Junho de 2026 J | 1.042 | 0 | 0 | $0 |
| Diane Leopold | Conselheiro | 15 de Junho de 2026 J | 2.345 | 2 | 0 | $268.721 |
| Lynne A. Puckett | Conselheiro | 15 de Junho de 2026 J | 507 | 1 | 0 | $102.345 |
| Harold Lawrence Morrison Jr. | Conselheiro | 15 de Junho de 2026 J | 1.127 | 0 | 0 | $0 |
| Michael Oreilly | Conselheiro | 15 de Junho de 2026 J | 3.935 | 0 | 0 | $0 |
| MICHAEL JONATHAN E | Conselheiro | 15 de Junho de 2026 J | 333 | 0 | 0 | $0 |
| Greta J Harris | Conselheiro | 22 de Maio de 2026 S | 645 | 0 | 3 | $-140.395 |
| Steven A Markel | Conselheiro | 11 de Dezembro de 2025 S | 60.368 | 0 | 18 | $-3.175.429 |
| MARKEL ANTHONY F | Conselheiro | 24 de Fevereiro de 2025 G | 15.000 | 0 | 0 | $0 |
| Lemuel E Lewis | Conselheiro | 14 de Maio de 2021 J | 5.741 | 0 | 0 | $0 |
| KASEN STEWART M | Conselheiro | 3 de Novembro de 2020 S | 2.028 | 0 | 0 | $0 |
| Darrell D Martin | Conselheiro | 11 de Maio de 2020 A | 11.540 | 0 | 0 | $0 |
| Debora J Wilson | Conselheiro | 1 de Maio de 2020 P | 3.956 | 0 | 0 | $0 |
| Michael Jay Schewel | Conselheiro | 24 de Dezembro de 2019 G | 6.260 | 0 | 0 | $0 |
| Bruce K Connell | Conselheiro | 7 de Março de 2019 P | 2.226 | 0 | 0 | $0 |
| Alfred J Broaddus Jr | Conselheiro | 14 de Maio de 2018 A | 2.338 | 0 | 0 | $0 |
| Jay M Weinberg | Conselheiro | 15 de Maio de 2017 J | 5.040 | 0 | 0 | $0 |
| Douglas C Eby | Conselheiro | 15 de Maio de 2017 A | 522 | 0 | 0 | $0 |
| Leslie A Grandis | Conselheiro | 23 de Fevereiro de 2009 J | 18.901 | 0 | 0 | $0 |
| MARKEL GROUP INC. | Detentor de 10% | 11 de Setembro de 2026 C | 10.944.411 | 0 | 0 | $0 |
| Richard Randolph Grinnan | · | 15 de Maio de 2026 F | 4.147 | 0 | 0 | $0 |
| Gary L Markel | · | 9 de Março de 2004 G | 301.353 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 74 ETFs
O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.
| Fundo | Peso | Unidades | Em | Fonte |
|---|---|---|---|---|
| DFNL · Davis Fundamental ETF Trust | 5,77% | 14.690 NS | 31 de Julho de 2026 | N-PORT |
| DUSA · Davis Fundamental ETF Trust | 4,60% | 31.071 NS | 31 de Julho de 2026 | N-PORT |
| DWLD · Davis Fundamental ETF Trust | 2,97% | 9.657 NS | 31 de Julho de 2026 | N-PORT |
| FXO · First Trust Exchange-Traded AlphaDE… | 0,87% | 5.202 NS | 31 de Julho de 2026 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0,74% | 1.592 SH | 19 de Agosto de 2026 | Diário |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,66% | 4.924 NS | 31 de Julho de 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,35% | 2.886 NS | 31 de Julho de 2026 | N-PORT |
| IYF · iShares Trust | 0,34% | 8.275 SH | 11 de Setembro de 2026 | Diário |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,33% | 297 NS | 31 de Julho de 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0,29% | 20.434 SH | 19 de Agosto de 2026 | Diário |
| VXF · VANGUARD INDEX FUNDS | 0,28% | 143.611 SH | 19 de Agosto de 2026 | Diário |
| FNCL · FIDELITY COVINGTON TRUST | 0,26% | 3.305 NS | 31 de Julho de 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0,25% | 45.607 SH | 19 de Agosto de 2026 | Diário |
| VO · VANGUARD INDEX FUNDS | 0,22% | 257.695 SH | 19 de Agosto de 2026 | Diário |
| IWS · iShares Trust | 0,22% | 18.532 SH | 11 de Setembro de 2026 | Diário |
| IMCG · iShares Trust | 0,22% | 4.834 SH | 11 de Setembro de 2026 | Diário |
| EUSA · iShares, Inc. | 0,20% | 2.171 SH | 11 de Setembro de 2026 | Diário |
| VOE · VANGUARD INDEX FUNDS | 0,20% | 38.182 SH | 19 de Agosto de 2026 | Diário |
| SIZE · iShares Trust | 0,19% | 445 SH | 11 de Setembro de 2026 | Diário |
| IWR · iShares Trust | 0,16% | 50.762 SH | 11 de Setembro de 2026 | Diário |
| IMCB · iShares Trust | 0,15% | 1.455 SH | 11 de Setembro de 2026 | Diário |
| DFLV · Dimensional ETF Trust | 0,13% | 4.580 NS | 31 de Julho de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,11% | 9.368 NS | 31 de Julho de 2026 | N-PORT |
| DFVX · Dimensional ETF Trust | 0,11% | 308 NS | 31 de Julho de 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,10% | 540 SH | 5 de Outubro de 2026 | Diário |
| IMCV · iShares Trust | 0,09% | 591 SH | 11 de Setembro de 2026 | Diário |
| USXF · iShares Trust | 0,09% | 749 SH | 11 de Setembro de 2026 | Diário |
| VTV · VANGUARD INDEX FUNDS | 0,09% | 112.890 SH | 19 de Agosto de 2026 | Diário |
| HAPI · Harbor ETF Trust | 0,08% | 201 NS | 31 de Julho de 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,08% | 71 NS | 31 de Julho de 2026 | N-PORT |
| IQSU · New York Life Investments ETF Trust | 0,07% | 123 NS | 31 de Julho de 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,07% | 7.462 SH | 19 de Agosto de 2026 | Diário |
| DFAC · Dimensional ETF Trust | 0,07% | 16.579 NS | 31 de Julho de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 296 SH | 5 de Outubro de 2026 | Diário |
| IWD · iShares Trust | 0,06% | 27.433 SH | 11 de Setembro de 2026 | Diário |
| DXUV · Dimensional ETF Trust | 0,05% | 157 NS | 31 de Julho de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,05% | 2.919 SH | 5 de Outubro de 2026 | Diário |
| ILCG · iShares Trust | 0,05% | 857 SH | 11 de Setembro de 2026 | Diário |
| DCOR · Dimensional ETF Trust | 0,04% | 797 NS | 31 de Julho de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,04% | 2.836 NS | 31 de Julho de 2026 | N-PORT |
| VV · VANGUARD INDEX FUNDS | 0,04% | 13.887 SH | 19 de Agosto de 2026 | Diário |
| ESGV · VANGUARD WORLD FUND | 0,04% | 2.790 SH | 19 de Agosto de 2026 | Diário |
| BKLC · BNY Mellon ETF Trust | 0,04% | 1.094 NS | 31 de Julho de 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,04% | 209 NS | 31 de Julho de 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,04% | 1.691 NS | 31 de Julho de 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,04% | 2.199 SH | 5 de Outubro de 2026 | Diário |
| ROUS · Lattice Strategies Trust | 0,04% | 133 NS | 31 de Julho de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,04% | 3.885 NS | 31 de Julho de 2026 | N-PORT |
| ILCB · iShares Trust | 0,03% | 240 SH | 11 de Setembro de 2026 | Diário |
| IYY · iShares Trust | 0,03% | 542 SH | 11 de Setembro de 2026 | Diário |
| IWB · iShares Trust | 0,03% | 8.603 SH | 11 de Setembro de 2026 | Diário |
| DFSU · Dimensional ETF Trust | 0,03% | 381 NS | 31 de Julho de 2026 | N-PORT |
| ITOT · iShares Trust | 0,03% | 16.403 SH | 11 de Setembro de 2026 | Diário |
| IWV · iShares Trust | 0,03% | 3.417 SH | 11 de Setembro de 2026 | Diário |
| VTI · VANGUARD INDEX FUNDS | 0,03% | 377.535 SH | 19 de Agosto de 2026 | Diário |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,03% | 2.037 SH | 19 de Agosto de 2026 | Diário |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,03% | 1.042 SH | 19 de Agosto de 2026 | Diário |
| TOV · EA Series Trust | 0,03% | 47 NS | 31 de Julho de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,03% | 334 NS | 31 de Julho de 2026 | N-PORT |
| URTH · iShares, Inc. | 0,02% | 1.138 SH | 11 de Setembro de 2026 | Diário |
| TOK · iShares Trust | 0,02% | 33 SH | 11 de Setembro de 2026 | Diário |
| ACWI · iShares Trust | 0,02% | 3.928 SH | 11 de Setembro de 2026 | Diário |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,02% | 10.016 SH | 19 de Agosto de 2026 | Diário |
| ILCV · iShares Trust | 0,02% | 140 SH | 11 de Setembro de 2026 | Diário |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,02% | 711 NS | 31 de Julho de 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,01% | 157 SH | 2 de Outubro de 2026 | Diário |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | 15 de Julho de 2026 | Diário |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | 15 de Julho de 2026 | Diário |
| BND · VANGUARD BOND INDEX FUNDS | · | · | 15 de Julho de 2026 | Diário |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | 15 de Julho de 2026 | Diário |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | 15 de Julho de 2026 | Diário |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | 30 de Julho de 2026 | Diário |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | 30 de Julho de 2026 | Diário |
| IAK · iShares Trust | · | 6.671 SH | 11 de Setembro de 2026 | Diário |
MKL Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
Preço-alvo de 12 meses
6 analistas · 2026-10-06Alvo médio $1933.17 +11,2%
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| 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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