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MMI

Marcus & Millichap (MMI) Q4 2025 Earnings – 57% EPS Growth

Marcus & Millichap, Inc. has reported its preliminary financial results for the fourth quarter and full year of 2025. The company's earnings per common share in the fourth quarter of 2025 increased by 57.0% compared to the same period in 2024, reaching $0.34.

In the fourth quarter of 2025, the company reported total revenue of $244.0 million, marking a 1.6% increase from the $240.1 million reported in the fourth quarter of 2024. Brokerage commissions amounted to $205.3 million, representing a 1.2% increase from $202.8 million in the same period the previous year.

The private client market brokerage revenue in the fourth quarter of 2025 saw a significant increase of 10.3%, reaching $132.8 million compared to $120.4 million in the fourth quarter of 2024. However, the middle market and larger transaction market brokerage revenue experienced a decrease of 15.8%, amounting to $64.6 million compared to $76.7 million in the fourth quarter of 2024.

Additionally, financing fees for the fourth quarter of 2025 increased by 6.5% to $33.2 million from $31.2 million in the fourth quarter of 2024. The company reported a net income of $13.3 million, or $0.34 per common share, diluted, compared to $8.5 million, or $0.22 per common share, diluted in the same period the previous year. Adjusted EBITDA for the fourth quarter of 2025 was $25.0 million, reflecting an impressive increase of 38.7% from $18.0 million in the fourth quarter of 2024.

For the full year of 2025, Marcus & Millichap reported total revenue of $755.2 million, an 8.5% increase from the $696.1 million reported in 2024. Brokerage commissions for the full year amounted to $632.5 million, showing a 7.3% increase from $589.7 million in 2024.

The private client market brokerage revenue for the full year of 2025 saw a substantial increase of 11.1%, reaching $406.3 million compared to $365.8 million in 2024. However, the middle market and larger transaction market brokerage revenue experienced a decrease of 1.3%, amounting to $200.3 million compared to $202.8 million in 2024. Financing fees for the full year of 2025 increased by 23.0% to $103.9 million from $84.5 million in 2024.

Despite the revenue growth, Marcus & Millichap reported a net loss of $1.9 million, or $0.05 loss per common share, diluted, compared to a net loss of $12.4 million, or $0.32 loss per common share, diluted in 2024. The company's adjusted EBITDA for the full year of 2025 was $24.6 million, reflecting a substantial increase of 162.6% from $9.4 million in 2024.

Hessam Nadji, President and Chief Executive Officer of Marcus & Millichap, attributed the solid fourth quarter results to a late-stage acceleration of transaction closings and highlighted the company's ongoing cost controls and focus on efficiency, which resulted in a meaningful improvement in profitability. Nadji also emphasized the positive momentum in the company's private client business and expressed confidence in the solid momentum as the company entered 2026.

As a result of these announcements, the company's shares have moved 0.26% on the market, and are now trading at a price of $27.27. For more information, read the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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