Marsh & McLennan Companies (NYSE:MRSH) Stock Price Up 6.8% Following Earnings Beat

Marsh & McLennan Companies, Inc. (NYSE:MRSH)’s share price was up 6.8% on Thursday following a stronger than expected earnings report. The company traded as high as $189.54 and last traded at $190.5710. Approximately 808,980 shares changed hands during mid-day trading, a decline of 71% from the average session volume of 2,802,236 shares. The stock had previously closed at $178.40.

The financial services provider reported $2.03 EPS for the quarter, topping the consensus estimate of $1.96 by $0.07. Marsh & McLennan Companies had a net margin of 14.24% and a return on equity of 32.67%. The business had revenue of $6.86 billion during the quarter. The business’s revenue was up 8.1% on a year-over-year basis.

Marsh & McLennan Companies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Thursday, October 1st will be paid a $0.99 dividend. This represents a $3.96 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend is Thursday, October 1st. Marsh & McLennan Companies’s dividend payout ratio is presently 48.41%.

Marsh & McLennan Companies News Roundup

Here are the key news stories impacting Marsh & McLennan Companies this week:

• Positive Sentiment: Third-quarter adjusted earnings were $2.03 per share, exceeding the $1.96 consensus estimate and rising from $1.85 a year earlier. The earnings beat suggests solid operating performance and supports the stock’s increase. Marsh Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Revenue reached approximately $6.86 billion, beating expectations by about $220 million and increasing 8.1% year over year. Management also reported 5% underlying revenue growth, reinforcing the view that demand remains healthy across Marsh’s risk, insurance and consulting businesses. Marsh Reports Third Quarter 2026 Results
• Positive Sentiment: CEO John Doyle said Marsh made significant progress on its Thrive program and completed its brand transition, potentially improving efficiency and strengthening the company’s long-term growth profile. Marsh Reports Third Quarter 2026 Results
• Neutral Sentiment: RBC Capital maintained its Hold rating, indicating that the quarterly beat was encouraging but not sufficient to change its overall valuation or outlook. RBC Maintains Hold Rating
• Negative Sentiment: Bank of America Securities continues to rate MRSH Sell, while Wells Fargo and KBW retain Hold ratings. The lack of broad analyst upgrades could temper investor enthusiasm despite the strong results. Bank of America Maintains Sell Rating

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on MRSH shares. Evercore decreased their target price on Marsh & McLennan Companies from $234.00 to $224.00 in a research report on Thursday, October 8th. Morgan Stanley dropped their target price on shares of Marsh & McLennan Companies from $200.00 to $180.00 and set an “equal weight” rating on the stock in a report on Tuesday, October 6th. The Goldman Sachs Group reduced their target price on shares of Marsh & McLennan Companies from $197.00 to $191.00 and set a “neutral” rating on the stock in a research report on Thursday, October 1st. BMO Capital Markets decreased their price target on shares of Marsh & McLennan Companies from $203.00 to $179.00 and set a “market perform” rating for the company in a research note on Thursday, October 1st. Finally, Jefferies Financial Group lowered their price target on shares of Marsh & McLennan Companies from $193.00 to $188.00 and set a “hold” rating for the company in a research report on Wednesday, September 30th. Two research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Marsh & McLennan Companies currently has a consensus rating of “Hold” and a consensus target price of $202.75.

Insider Buying and Selling

In other news, Director Lloyd M. Yates sold 12,000 shares of the company’s stock in a transaction that occurred on Thursday, July 23rd. The shares were sold at an average price of $175.65, for a total value of $2,107,800.00. Following the transaction, the director owned 12,001 shares in the company, valued at approximately $2,107,975.65. This represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Paul Beswick sold 713 shares of the stock in a transaction on Wednesday, July 29th. The shares were sold at an average price of $198.00, for a total value of $141,174.00. Following the sale, the senior vice president owned 16,376 shares in the company, valued at approximately $3,242,448. This represents a 4.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 19,813 shares of company stock worth $3,597,903 in the last quarter. Corporate insiders own 0.38% of the company’s stock.

Institutional Investors Weigh In On Marsh & McLennan Companies

Institutional investors have recently modified their holdings of the business. Continuum Advisory LLC raised its holdings in shares of Marsh & McLennan Companies by 5.3% during the first quarter. Continuum Advisory LLC now owns 1,452 shares of the financial services provider’s stock valued at $252,000 after purchasing an additional 73 shares during the last quarter. Clearstead Trust LLC grew its position in Marsh & McLennan Companies by 12.6% in the 1st quarter. Clearstead Trust LLC now owns 668 shares of the financial services provider’s stock worth $116,000 after purchasing an additional 75 shares during the period. Columbia Bank grew its position in Marsh & McLennan Companies by 5.1% in the 1st quarter. Columbia Bank now owns 1,736 shares of the financial services provider’s stock worth $301,000 after purchasing an additional 85 shares during the period. Capital Analysts LLC raised its stake in Marsh & McLennan Companies by 37.4% during the 2nd quarter. Capital Analysts LLC now owns 312 shares of the financial services provider’s stock valued at $52,000 after buying an additional 85 shares during the last quarter. Finally, KERR FINANCIAL PLANNING Corp lifted its holdings in shares of Marsh & McLennan Companies by 26.8% during the 2nd quarter. KERR FINANCIAL PLANNING Corp now owns 454 shares of the financial services provider’s stock valued at $76,000 after buying an additional 96 shares during the period. 87.99% of the stock is owned by hedge funds and other institutional investors.

Marsh & McLennan Companies Stock Performance

The stock has a market capitalization of $90.94 billion, a PE ratio of 23.35, a P/E/G ratio of 2.46 and a beta of 0.59. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 1.22. The firm’s fifty day simple moving average is $181.35.

Marsh & McLennan Companies Company Profile

Marsh & McLennan Companies, now operating under the name Marsh McLennan, is a global professional services firm that provides advice and solutions in risk, strategy and people. The company serves businesses, governments and institutions through four principal businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.

Marsh is an insurance brokerage and risk adviser that helps clients identify, manage and transfer risk. Guy Carpenter provides reinsurance brokerage and advisory services to insurance companies.