NorthCrest Asset Manangement LLC Acquires 3,028 Shares of Marsh & McLennan Companies, Inc. $MRSH

NorthCrest Asset Manangement LLC raised its holdings in Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 129.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,372 shares of the financial services provider’s stock after purchasing an additional 3,028 shares during the period. NorthCrest Asset Manangement LLC’s holdings in Marsh & McLennan Companies were worth $949,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. BlackRock Inc. bought a new position in Marsh & McLennan Companies in the 2nd quarter worth approximately $6,583,806,000. Corient Private Wealth LP bought a new stake in Marsh & McLennan Companies during the 2nd quarter valued at $66,475,000. Deutsche Bank AG bought a new stake in Marsh & McLennan Companies during the 2nd quarter valued at $685,621,000. Bank of America Corp DE purchased a new stake in shares of Marsh & McLennan Companies during the second quarter worth $575,845,000. Finally, Arrowstreet Capital Limited Partnership boosted its holdings in shares of Marsh & McLennan Companies by 25.3% in the first quarter. Arrowstreet Capital Limited Partnership now owns 3,454,586 shares of the financial services provider’s stock worth $599,198,000 after acquiring an additional 697,541 shares during the period. Institutional investors own 87.99% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the company. JPMorgan Chase & Co. lifted their price target on Marsh & McLennan Companies from $212.00 to $215.00 and gave the company an “overweight” rating in a research report on Thursday, October 1st. Citigroup lowered Marsh & McLennan Companies from a “buy” rating to a “neutral” rating and set a $200.00 price objective on the stock. in a research note on Wednesday, July 22nd. Mizuho dropped their price objective on Marsh & McLennan Companies from $201.00 to $190.00 and set a “neutral” rating on the stock in a report on Wednesday, October 7th. Jefferies Financial Group cut their target price on Marsh & McLennan Companies from $193.00 to $188.00 and set a “hold” rating for the company in a research note on Wednesday, September 30th. Finally, Bank of America reduced their target price on Marsh & McLennan Companies from $179.00 to $178.00 and set an “underperform” rating for the company in a report on Wednesday, July 15th. Two 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 given a Sell rating to the company. Based on data from MarketBeat, Marsh & McLennan Companies has an average rating of “Hold” and a consensus price target of $202.75.

Insider Buying and Selling

In other news, 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 transaction, the senior vice president owned 16,376 shares of the company’s stock, valued at $3,242,448. This represents a 4.17% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd M. Yates sold 12,000 shares of the stock in a transaction 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 completion of the transaction, the director directly owned 12,001 shares in the company, valued at approximately $2,107,975.65. This represents a 50.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 19,813 shares of company stock worth $3,597,903 over the last ninety days. 0.38% of the stock is owned by corporate insiders.

Marsh & McLennan Companies News Roundup

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

• Positive Sentiment: Quarterly earnings and revenue beat expectations: Marsh reported adjusted earnings of $2.03 per share, above the $1.96 consensus estimate and up from $1.85 a year earlier. Revenue reached $6.86 billion, up 8.1% year over year and approximately $220 million ahead of expectations. Marsh Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Broad-based business growth supported the results: Strength in Consulting and Risk and Insurance Services helped drive revenue, while management cited 5% underlying revenue growth and double-digit EPS growth. The company also reported progress on its Thrive program and completion of its brand transition. Marsh Reports Third Quarter 2026 Results
• Positive Sentiment: Strategic resilience initiative may support long-term positioning: Marsh and Bloomberg New Economy launched a Competitive Resilience Coalition to help public- and private-sector leaders manage geopolitical, economic and other global risks. The initiative reinforces Marsh’s expertise in risk management, though its immediate financial impact is unclear. Marsh and Bloomberg New Economy Launch Coalition
• Neutral Sentiment: Analyst stance remains cautious: RBC Capital and Wells Fargo maintained Hold ratings, suggesting that the earnings beat has not yet changed their broader valuation or outlook view. RBC Capital Maintains Hold Rating
• Negative Sentiment: Higher costs limited the upside: Rising operating expenses accompanied the strong quarter, creating a margin and execution risk that could temper future earnings gains even as revenue growth remains healthy. Marsh Q3 Earnings Beat Estimates Despite Higher Costs

Marsh & McLennan Companies Price Performance

NYSE MRSH opened at $186.37 on Friday. The business has a 50 day moving average price of $181.22. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 1.22. Marsh & McLennan Companies, Inc. has a 1 year low of $156.60 and a 1 year high of $198.49. The stock has a market cap of $88.94 billion, a PE ratio of 22.78, a PEG ratio of 2.48 and a beta of 0.59.

Marsh & McLennan Companies (NYSE:MRSH) last released its quarterly earnings results on Thursday, October 15th. The financial services provider reported $2.03 EPS for the quarter, beating analysts’ consensus estimates of $1.96 by $0.07. The firm had revenue of $6.86 billion during the quarter. Marsh & McLennan Companies had a net margin of 14.24% and a return on equity of 32.67%. The business’s quarterly revenue was up 8.1% on a year-over-year basis. On average, research analysts anticipate that Marsh & McLennan Companies, Inc. will post 10.43 EPS for the current year.

Marsh & McLennan Companies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Thursday, October 1st will be paid a dividend of $0.99 per share. The ex-dividend date of this dividend is Thursday, October 1st. This represents a $3.96 annualized dividend and a yield of 2.1%. Marsh & McLennan Companies’s dividend payout ratio (DPR) is currently 48.41%.

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.