MCY

MERCURY GENERAL CORP

NYSE · Fire, Marine & Casualty Insurance · Inc. CA · CIK 0000064996
$100.93 +1.81% $5.6B
High Impact Filing (7/10)18 New Institutional Positions7 Institutional Exits
Vol
Market Cap$5.6B
Cap SizeMid Cap
Inst. Holders50 funds
Inst. Value$1.7B
Inst. Activity18 buys / 7 sells
SEC Reports5
Exchange NYSE·Sector Fire, Marine & Casualty Insurance·Inc. CA·CIK 0000064996·Prev Close $99.14

Recent Activity

Jun 10, 2026 SEC
Mercury General is pricing $525 million of 6.250% Senior Notes due 2036, expected to close June 12, 2026. Net proceeds o
424B5 — Impact 6/10
Jun 9, 2026 SEC
Mercury General filed a preliminary prospectus supplement for an offering of senior notes of an undisclosed amount, with
424B5 — Impact 5/10
Jun 9, 2026 SEC
Mercury General filed an 8-K under Item 8.01 disclosing consolidated operating highlights for Q1 2026 and full-year 2025
8-K — Impact 6/10
Apr 20, 2026 Insider
TONEY CHARLES was granted 79.65 shares
VP - Actuary
Apr 20, 2026 Insider
Nardella Barnaby Joel was granted 1,580.61 shares
Chief Claims Officer
Feb 21, 2026 Insider
Colby Nicholas Vincent acquired via exercise 689.85 shares
VP/Chief Sales Officer
Inst.
Invesco Ltd. — ADD
572,679 shares ($50.5M)
Inst.
MARSHALL WACE, LLP — NEW
136,647 shares ($12.0M)

Price Targets

Historical data — last covering-analyst action Sep 2025. No current recommendation available.
$120.00 (Sep 2025)
Current $100.93 Low $120.00 Median $120.00 High $120.00 1 analysts
$120.00 $120.00

Analyst Ratings

Historical distribution67% buy · 6 analysts · last covering-analyst action Sep 2025
2Strong Buy
2Buy
2Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Sep 22, 2025 Raymond James REITERATE Strong Buy → Strong Buy
Aug 4, 2025 Raymond James REITERATE Strong Buy → Strong Buy
Feb 12, 2025 Raymond James UPGRADE Outperform → Strong Buy
Jul 7, 2023 Raymond James DOWNGRADE Strong Buy → Outperform
May 8, 2023 Raymond James MAINTAIN Strong Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.80 ▲ +33.3% $1.80 — $1.80 -33% YoY 1
Next Q $3.35 ▲ +21.8% $3.35 — $3.35 -13% YoY 1
Current FY $11.75 ▲ +30.6% $11.75 — $11.75 49% YoY 1
Next FY $12.00 ▲ +50.0% $12.00 — $12.00 2% YoY 1

Latest Reports

BEARISH 424B5 6/10
Mercury General is pricing $525 million of 6.250% Senior Notes due 2036, expected to close June 12, 2026. Net proceeds o
Jun 10, 2026
NEUTRAL 424B5 5/10
Mercury General filed a preliminary prospectus supplement for an offering of senior notes of an undisclosed amount, with
Jun 9, 2026

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH——
BlackRock, Inc.$380.6M—
Rubric Capital Management LP$189.9M—
DIMENSIONAL FUND ADVISORS LP$189.5M—
VANGUARD PORTFOLIO MANAGEMENT LLC$151.4M—

Recent Insider Trades

DateInsiderTypeValue
Apr 20, 2026TONEY CHARLESA$0.00
Apr 20, 2026Nardella BarnabyA$0.00
Feb 21, 2026Colby NicholasM$0.00
Feb 21, 2026Ribisi MarkM$0.00
Feb 21, 2026Joseph VictorM$0.00
50 institutional holders with $1.7B total value (18,781,590 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, Rubric. Net buying activity: 18 institutions added/increased vs 7 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH—$0.000.0%—
2BlackRock, Inc.4,317,164$380.6M23.0%—
3Rubric Capital Management LP2,154,504$189.9M11.5%—
4DIMENSIONAL FUND ADVISORS LP2,149,647$189.5M11.4%—
5VANGUARD PORTFOLIO MANAGEMENT LLC1,717,862$151.4M9.1%—
6VANGUARD CAPITAL MANAGEMENT LLC1,226,459$108.1M6.5%—
7STATE STREET CORP1,099,091$96.9M5.9%—
8RENAISSANCE TECHNOLOGIES LLC823,582$72.6M4.4%—
9ARROWSTREET CAPITAL, LIMITED PARTNERSHIP574,897$50.7M3.1%—
10Invesco Ltd.572,679$50.5M3.0%ADD +83.2%
11MORGAN STANLEY378,172$33.3M2.0%—
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC357,279$31.5M1.9%—
13TWO SIGMA INVESTMENTS, LP289,047$25.5M1.5%—
14Nuveen, LLC255,495$22.5M1.4%ADD +34.6%
15GOLDMAN SACHS GROUP INC193,129$17.0M1.0%—
16VANGUARD FIDUCIARY TRUST CO172,423$15.2M0.9%—
17Baird Financial Group, Inc.145,640$12.8M0.8%—
18SEI INVESTMENTS CO141,647$12.5M0.8%—
19MARSHALL WACE, LLP136,647$12.0M0.7%NEW
20Connor, Clark & Lunn Investment Management Ltd.133,703$11.8M0.7%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Invesco Ltd.ADD312,574572,679+83.2%$50.5M2026-Q1
MARSHALL WACE, LLPNEW—136,647—$12.0M2026-Q1
Allianz Asset Management GmbHNEW—113,592—$10.0M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCADD58,98485,653+45.2%$7.6M2026-Q1
BANK OF AMERICA CORP /DE/ADD40,35274,938+85.7%$6.6M2026-Q1
PEAK6 LLCADD43,70574,346+70.1%$6.6M2026-Q1
FIRST TRUST ADVISORS LPADD47,04262,181+32.2%$5.5M2026-Q1
Horizon Investments, LLCADD22,95438,454+67.5%$3.4M2026-Q1
Point72 Asset Management, L.P.TRIM45,31832,590-28.1%$2.9M2026-Q1
TUDOR INVESTMENT CORP ET ALTRIM49,61731,567-36.4%$2.8M2026-Q1
FMR LLCTRIM48,58927,174-44.1%$2.4M2026-Q1
HSBC HOLDINGS PLCADD18,35026,561+44.7%$2.4M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDTRIM55,40025,898-53.3%$2.3M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCADD10,24218,076+76.5%$1.6M2026-Q1
State of Tennessee, Department of TreasuryADD7,99711,576+44.8%$1.0M2026-Q1
Gotham Asset Management, LLCDOUBLED5,42411,091+104.5%$977.7K2026-Q1
EXCHANGE TRADED CONCEPTS, LLCDOUBLED1,54510,669+590.6%$940.5K2026-Q1
FIFTH THIRD BANCORPDOUBLED2147,304+3313.1%$643.8K2026-Q1
HighTower Advisors, LLCADD3,6706,106+66.4%$538.3K2026-Q1
ENVESTNET ASSET MANAGEMENT INCTRIM9,9965,395-46.0%$475.6K2026-Q1
FRANKLIN RESOURCES INCTRIM3,8262,746-28.2%$242.1K2026-Q1
NATIXISNEAR_EXIT23,750750-96.8%$66.1K2026-Q1
Rockefeller Capital Management L.P.DOUBLED40165+312.5%$14.5K2026-Q1
ASSETMARK, INCDOUBLED2768+151.9%$6.0K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ADD27,55534,474+25.1%$3.0K2026-Q1
16 unique insiders with 30 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 20, 2026TONEY CHARLESVP - ActuaryAWARD79.65——
Apr 20, 2026Nardella Barnaby JoelChief Claims OfficerAWARD1,580.61——
Feb 21, 2026Colby Nicholas VincentVP/Chief Sales OfficerEXERCISE689.85——
Feb 21, 2026Ribisi Mark AllanSee RemarksEXERCISE811.58——
Feb 21, 2026Joseph Victor GeorgePresident & COOEXERCISE1,318.66——
Feb 21, 2026Schroeder Jeffrey MichaelVP/Chief Product OfficerEXERCISE811.58——
Feb 21, 2026TIRADOR GABRIELPresident & CEOEXERCISE4,348.64——
Feb 21, 2026Gibbs Katelyn MarieVP/Chief Experience OfficerEXERCISE649.27——
Feb 21, 2026STALICK THEODORE RSVP & CFOEXERCISE1,426.44——
Feb 21, 2026GRAVES CHRISTOPHERSee RemarksEXERCISE979.09——
Feb 21, 2026Zhang Ximeng SimonSee RemarksEXERCISE811.58——
Feb 21, 2026Petro Randall RVP/Chief Claims OfficerEXERCISE689.85——
Feb 21, 2026Thompson Erik DahlVP/Chief Marketing OfficerEXERCISE535.64——
Feb 21, 2026Butler Kelly LynnSee RemarksEXERCISE649.27——
Feb 21, 2026Pang WeiVP/Chief Technology OfficerEXERCISE1,136.22——
Feb 21, 2026Chan Jenny DickinsonVP/Chief HR OfficerAWARD1,666——
Feb 21, 2026Pang WeiVP/Chief Technology OfficerAWARD1,943.7——
Feb 21, 2026Joseph Victor GeorgePresident & COOAWARD2,255.8——
Feb 21, 2026Gibbs Katelyn MarieVP/Chief Experience OfficerAWARD1,110.7——
Feb 21, 2026Ribisi Mark AllanSee RemarksAWARD1,388.3——
Feb 21, 2026Colby Nicholas VincentVP/Chief Sales OfficerAWARD1,180.1——
Feb 21, 2026TIRADOR GABRIELPresident & CEOAWARD7,439.1——
Feb 21, 2026Butler Kelly LynnSee RemarksAWARD1,110.7——
Feb 21, 2026Schroeder Jeffrey MichaelVP/Chief Product OfficerAWARD1,388.3——
Feb 21, 2026TONEY CHARLESVP - ActuaryAWARD414.8——
Feb 21, 2026Thompson Erik DahlVP/Chief Marketing OfficerAWARD916.3——
Feb 21, 2026STALICK THEODORE RSVP & CFOAWARD2,440.2——
Feb 21, 2026GRAVES CHRISTOPHERSee RemarksAWARD1,729——
Feb 21, 2026Zhang Ximeng SimonSee RemarksAWARD1,388.3——
Jan 12, 2026Chan Jenny DickinsonVP/Chief HR OfficerAWARD2,163——
5 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 5.2/10.
BEARISH 424B5 6/10
Mercury General is pricing $525 million of 6.250% Senior Notes due 2036, expected to close June 12,
Jun 10, 2026
NEUTRAL 424B5 5/10
Mercury General filed a preliminary prospectus supplement for an offering of senior notes of an undi
Jun 9, 2026
BULLISH 8-K 6/10
Mercury General filed an 8-K under Item 8.01 disclosing consolidated operating highlights for Q1 202
Jun 9, 2026
BULLISH 8-K 7/10
Mercury General reported Q1 2026 net income of $190.4M ($3.44 EPS) versus a net loss of $108.3M (-$1
May 5, 2026
NEUTRAL DEFA14A 2/10
Mercury General Corporation filed a definitive additional proxy statement (DEFA14A) for its annual s
Mar 31, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Sep 2025): 67% buy across 6 analysts — 2 strong buy, 2 buy, 2 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Sep 2025. No current recommendation available.
$120.00 mean target (Sep 2025)
$120.00 Low $120.00 High
MetricValue
Current Price$100.93
Target Low$120.00
Target Mean$120.00
Target Median$120.00
Target High$120.00
# Analysts1
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $1.80 $1.80 $1.80 -32.6% +33.3% 1↑ 0↓ $1.5B 2.9% 1
Next Q
2026-09-30
 $3.35 $3.35 $3.35 -13.2% +21.8% 1↑ 0↓ $1.6B 7.1% 1
Current FY
2026-12-31
 $11.75 $11.75 $11.75 48.7% +30.6% 1↑ 0↓ $6.2B 8.5% 1
Next FY
2027-12-31
 $12.00 $12.00 $12.00 2.1% +50.0% 1↑ 0↓ $6.5B 5.4% 1

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.800
7d ago$1.350+0.450
30d ago$1.350+0.450
60d ago$1.350+0.450
90d ago$1.300+0.500
5 analyst firms have rated this stock: 6 upgrades, 5 downgrades, 1 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Sep 22, 2025 Raymond James REITERATE Strong Buy Strong Buy
Aug 4, 2025 Raymond James REITERATE Strong Buy Strong Buy
Feb 12, 2025 Raymond James UPGRADE Outperform Strong Buy
Jul 7, 2023 Raymond James DOWNGRADE Strong Buy Outperform
May 8, 2023 Raymond James MAINTAIN — Strong Buy
Nov 4, 2022 Raymond James UPGRADE Underperform Strong Buy
Apr 3, 2020 Raymond James DOWNGRADE Market Perform Underperform
Oct 29, 2019 Keefe, Bruyette & Woods DOWNGRADE Outperform Market Perform
Feb 19, 2016 Raymond James UPGRADE Underperform Market Perform
Feb 11, 2015 Keefe, Bruyette & Woods DOWNGRADE Market Perform Underperform
Nov 4, 2014 Keefe, Bruyette & Woods MAINTAIN — Market Perform
Nov 4, 2014 Keefe, Bruyette & Woods MAINTAIN — Market Perform
Nov 3, 2014 Compass Point MAINTAIN — Neutral
Sep 26, 2014 Keefe, Bruyette & Woods UPGRADE Underperform Market Perform
Aug 28, 2014 Compass Point INITIATE — Neutral
Mar 7, 2013 Macquarie DOWNGRADE Outperform Neutral
Jan 17, 2013 Macquarie UPGRADE Neutral Outperform
Jan 9, 2013 Stifel UPGRADE Sell Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262220067%
May 1, 20262210080%
Apr 1, 20262210080%
Mar 1, 20262210080%
Feb 1, 20262210080%
Jan 1, 20262210080%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 5, 2026
earnings_calendar
MCY Q1 2026 Earnings Scheduled — 2026-05-05