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Marcus & Millichap Posts Q4 Profit, Projects Measured 2026 Recovery

Management guides to a measured 2026 recovery with a high projected tax rate.

Overview

  • Full-year 2025 revenue rose 8.5% to $755 million as adjusted EBITDA improved to $25 million from $9 million in 2024.
  • Q4 produced $244 million in revenue and $13 million in net income, while a third-quarter legal reserve contributed to a small full-year net loss of $1.9 million that the company is appealing.
  • Brokerage activity leaned toward smaller transactions, with Private Client deals representing 65% of Q4 brokerage revenue and an average transaction size of about $5.8 million.
  • Financing revenue grew roughly 23% to about $104 million, supported by a lender network exceeding 420 institutions and a strategic agency financing alliance with M&T Bank.
  • The company ended the quarter debt-free with roughly $398 million in cash and marketable securities, returned about $47 million to shareholders in 2025, and signaled typical seasonality for Q1 with a projected 50%–60% effective tax rate for 2026.