Market Cap
$5.5B
MCY
MERCURY GENERAL CORP
$102.17 ▲ +1.89%
Prev close $100.27Market cap$5.5B
12-mo target$120.00 (+17.5%)
High Impact Filing (7/10)31 New Institutional Positions18 Institutional Exits Traditional Finance
Snapshot
The big-picture read on MCY right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$2.4B
Inst. Activity
31 buys / 18 sells
SEC Reports
8
Price chart 30d -0.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Aug 4, 2026 earnings
Jul 7, 2026 SEC Mercury General Corporation Announces Second Quarter Results and Declares Quarterly Dividend
LOS ANGELES, Aug. 4, 2026 /PRNewswire/ -- Mercury General Corporation (NYSE: MCY) reported today for
Mercury General Corporation announced it will report Q2 2026 results after market close on August 4, 2026, and file its
PRESS-RELEASE — Impact 2/10
Jun 30, 2026 Inst.
Rubric Capital Management LP — TRIM
1,541,440 shares ($164.3M)
Jun 30, 2026 Inst.
Jun 25, 2026 SEC GEODE CAPITAL MANAGEMENT, LLC — ADD
961,217 shares ($102.5M)
Mercury General Corp. entered into a Second Amended and Restated Credit Agreement on June 24, 2026, replacing its existi
8-K — Impact 4/10
A Georgia federal district court denied Mercury Insurance Company of Georgia's motion for summary judgment on a breach-o
COURT-RULING — Impact 2/10
Jun 18, 2026 Event
Holly Robinson v. Mercury Insurance Company of Georgia
Court ruling from District Court, N.D. Georgia. Docket: 1:25-cv-00081
Apr 20, 2026 Insider
TONEY CHARLES was granted 79.65 shares
VP - Actuary
Analyst ratings buy % -16.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 22, 2025 | Raymond James | REITERATE | Strong Buy | 54% |
| Aug 4, 2025 | Raymond James | REITERATE | Strong Buy | 54% |
| Feb 12, 2025 | Raymond James | UPGRADE | Strong Buy | 54% |
| Jul 7, 2023 | Raymond James | DOWNGRADE | Outperform | 54% |
| May 8, 2023 | Raymond James | MAINTAIN | Strong Buy | 54% |
| Nov 4, 2022 | Raymond James | UPGRADE | Strong Buy | 54% |
| Apr 3, 2020 | Raymond James | DOWNGRADE | Underperform | 54% |
| Oct 29, 2019 | Keefe, Bruyette & Woods | DOWNGRADE | Market Perform | 58% |
| Feb 19, 2016 | Raymond James | UPGRADE | Market Perform | 54% |
| Feb 11, 2015 | Keefe, Bruyette & Woods | DOWNGRADE | Underperform | 58% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 2 | 2 | 0 | 0 | 67% | |
| Aug 1, 2026 | 2 | 2 | 2 | 0 | 0 | 67% | |
| Jul 1, 2026 | 2 | 2 | 2 | 0 | 0 | 67% | |
| Jun 1, 2026 | 2 | 2 | 2 | 0 | 0 | 67% | |
| May 1, 2026 | 2 | 2 | 1 | 0 | 0 | 80% | |
| Apr 1, 2026 | 2 | 2 | 1 | 0 | 0 | 80% | |
| Mar 1, 2026 | 2 | 2 | 1 | 0 | 0 | 80% | |
| Feb 1, 2026 | 2 | 2 | 1 | 0 | 0 | 80% |
Price targets
Where 1 covering analysts think MCY trades over the next 12 months.
$120.00 +17.5% upside Buy
Current$102.17 Low$120.00 Median$120.00 High$120.00 1 analysts
$120.00$120.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 2 bullish, 1 bearish, 0 mixed, 5 neutral · avg impact 4.3/10.
NEUTRALPRESS-RELEASE2/10
Mercury General Corporation announced it will report Q2 2026 results after market close on August 4,
Jul 7, 2026
NEUTRAL8-K4/10
Mercury General Corp. entered into a Second Amended and Restated Credit Agreement on June 24, 2026,
Jun 25, 2026
NEUTRALCOURT-RULING2/10
A Georgia federal district court denied Mercury Insurance Company of Georgia's motion for summary ju
Jun 19, 2026
BEARISH424B56/10
Mercury General is pricing $525 million of 6.250% Senior Notes due 2036, expected to close June 12,
Jun 10, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 4, 2026
earnings
Mercury General Corporation Announces Second Quarter Results and Declares Quarterly Dividend
LOS ANGELES, Aug. 4, 2026 /PRNewswire/ -- Mercury General Corporation (NYSE: MCY) reported today for the second quarter of 2026: Consolidated Highligh
Aug 4, 2026
earnings_calendar
MCY Q2 2026 Earnings Scheduled — 2026-08-04
Jul 7, 2026
earnings
MERCURY GENERAL CORPORATION TO REPORT SECOND QUARTER RESULTS ON AUGUST 4, 2026
LOS ANGELES, July 7, 2026 /PRNewswire/ -- Mercury General Corporation (NYSE: MCY) reported today that after the markets close on Tuesday, August 4, 20
Jun 18, 2026
Enforcement
Holly Robinson v. Mercury Insurance Company of Georgia
Court ruling from District Court, N.D. Georgia. Docket: 1:25-cv-00081
May 5, 2026
earnings_calendar
MCY Q1 2026 Earnings Scheduled — 2026-05-05
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.35 | $3.35–$3.35 | -13.2% | +0.0% | 1↑ 0↓ | $1.6B | 1 |
| Next Q | $3.13 | $3.13–$3.13 | -14.5% | +1.0% | 1↑ 0↓ | $1.7B | 1 |
| Current FY | $13.50 | $13.50–$13.50 | 70.9% | +14.9% | 1↑ 0↓ | $6.3B | 1 |
| Next FY | $12.25 | $12.25–$12.25 | -9.3% | +2.1% | 1↑ 0↓ | $6.7B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.350 | — |
| 7d ago | $3.350 | — |
| 30d ago | $3.350 | — |
| 60d ago | $3.350 | — |
| 90d ago | $3.350 | — |
Institutional ownership
Which big funds own MCY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.4B total value (22,308,962 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, DIMENSIONAL. Net buying activity: 31 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 4,498,256 | $479.6M | 20.2% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,163,143 | $230.6M | 9.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,781,446 | $189.9M | 8.0% | — |
| Rubric Capital Management LP | 1,541,440 | $164.3M | 6.9% | TRIM -28.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,232,655 | $131.4M | 5.5% | — |
| STATE STREET CORP | 1,159,962 | $123.7M | 5.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 961,217 | $102.5M | 4.3% | ADD +27.5% |
| AMERICAN CENTURY COMPANIES INC | 960,484 | $102.4M | 4.3% | — |
| RENAISSANCE TECHNOLOGIES LLC | 781,682 | $83.3M | 3.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Rubric Capital Management LP | TRIM | 2,154,504 | 1,541,440 | -28.5% | $164.3M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 754,127 | 961,217 | +27.5% | $102.5M |
| UBS Group AG | TRIM | 307,171 | 226,665 | -26.2% | $24.2M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | TRIM | 352,849 | 165,979 | -53.0% | $17.7M |
| PANAGORA ASSET MANAGEMENT INC | NEW | — | 152,007 | — | $16.2M |
| FEDERATED HERMES, INC. | ADD | 81,988 | 150,789 | +83.9% | $16.1M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 25,898 | 108,898 | +320.5% | $11.6M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | ADD | 74,018 | 92,892 | +25.5% | $9.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 22,930 | 86,566 | +277.5% | $9.2M |
| Candriam S.C.A. | ADD | 66,774 | 85,045 | +27.4% | $9.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 43 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 20, 2026 | TONEY CHARLES | VP - Actuary | AWARD | 79.65 | — | — |
| Apr 20, 2026 | Nardella Barnaby Joel | Chief Claims Officer | AWARD | 1,580.61 | — | — |
| Feb 21, 2026 | GRAVES CHRISTOPHER | See Remarks | AWARD | 1,729 | — | — |
| Feb 21, 2026 | Zhang Ximeng Simon | See Remarks | AWARD | 1,388.3 | — | — |
| Feb 21, 2026 | Pang Wei | VP/Chief Technology Officer | AWARD | 1,943.7 | — | — |
| Feb 21, 2026 | STALICK THEODORE R | SVP & CFO | AWARD | 2,440.2 | — | — |
| Feb 21, 2026 | Colby Nicholas Vincent | VP/Chief Sales Officer | EXERCISE | 689.85 | — | — |
| Feb 21, 2026 | Joseph Victor George | President & COO | EXERCISE | 1,318.66 | — | — |
| Feb 21, 2026 | TIRADOR GABRIEL | President & CEO | EXERCISE | 4,348.64 | — | — |
| Feb 21, 2026 | GRAVES CHRISTOPHER | See Remarks | EXERCISE | 979.09 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MCY.
Shares short
1,255,710
Settlement Sep 15, 2026
Change vs prior
-7.5%
Semi-monthly cycle
Days to cover
3.9
At avg daily volume
Of shares outstanding
≈2.3%
Estimate — not % of float
All MCY filing & press-release reports (8)
- PRESS-RELEASE reportJul 7, 2026
- 8-K reportJun 25, 2026
- COURT-RULING reportJun 19, 2026
- 424B5 reportJun 10, 2026
- 424B5 reportJun 9, 2026
- 8-K reportJun 9, 2026
- 8-K reportMay 5, 2026
- DEFA14A reportMar 31, 2026