Marsh & McLennan Companies, Inc. $MRSH Stake Lessened by TD Waterhouse Canada Inc.

TD Waterhouse Canada Inc. reduced its stake in Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 4.4% in the third quarter, Holdings Channel.com reports. The institutional investor owned 159,335 shares of the financial services provider’s stock after selling 7,379 shares during the period. TD Waterhouse Canada Inc.’s holdings in Marsh & McLennan Companies were worth $27,404,000 at the end of the most recent quarter.

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

Insider Transactions at Marsh & McLennan Companies

In related news, Director Lloyd M. Yates sold 12,000 shares of the firm’s stock in a transaction that occurred on Thursday, July 23rd. The stock was sold at an average price of $175.65, for a total transaction of $2,107,800.00. Following the completion of the transaction, the director owned 12,001 shares of the company’s stock, valued at $2,107,975.65. This trade represents a 50.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Martin South sold 7,100 shares of Marsh & McLennan Companies stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $189.99, for a total value of $1,348,929.00. Following the transaction, the insider owned 16,632 shares of the company’s stock, valued at $3,159,913.68. The trade was a 29.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 19,813 shares of company stock valued at $3,597,903 in the last ninety days. 0.38% of the stock is currently owned by corporate insiders.

Marsh & McLennan Companies Price Performance

NYSE:MRSH opened at $188.65 on Friday. The company has a market capitalization of $90.03 billion, a price-to-earnings ratio of 22.57, a P/E/G ratio of 2.62 and a beta of 0.59. The company has a debt-to-equity ratio of 1.27, a current ratio of 1.09 and a quick ratio of 1.14. Marsh & McLennan Companies, Inc. has a one year low of $156.60 and a one year high of $198.49. The business’s 50-day simple moving average is $181.17.

Marsh & McLennan Companies (NYSE:MRSH) last announced its earnings results on Thursday, October 15th. The financial services provider reported $2.03 earnings per share for the quarter, beating analysts’ consensus estimates of $1.96 by $0.07. Marsh & McLennan Companies had a net margin of 14.20% and a return on equity of 33.32%. The business had revenue of $6.86 billion during the quarter. The firm’s revenue for the quarter was up 8.1% compared to the same quarter last year. On average, equities research analysts expect that Marsh & McLennan Companies, Inc. will post 10.45 earnings per share for the current fiscal year.

Marsh & McLennan Companies Dividend Announcement

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

Marsh & McLennan Companies News Summary

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

• Positive Sentiment: Q3 earnings and revenue exceeded expectations. Marsh reported adjusted EPS of $2.03, above the $1.96 consensus, while revenue reached $6.86 billion, an 8.1% year-over-year increase. Growth in Consulting and Risk and Insurance Services helped offset higher operating expenses. Marsh Reports Third Quarter 2026 Results
• Positive Sentiment: Management highlighted continued growth and execution. CEO John Doyle cited 5% underlying revenue growth, double-digit EPS growth, progress on the Thrive program and completion of the company’s brand transition. The earnings call also emphasized artificial intelligence initiatives and a new resilience coalition focused on rising global business risks. Marsh & McLennan Earnings Call Highlights Growth, AI Focus
• Positive Sentiment: Analysts raised their valuation targets. Citigroup increased its target from $200 to $203, while Wells Fargo raised its target from $183 to $197. Both firms retained neutral or equal-weight ratings, suggesting improved expectations but limited conviction for significant outperformance.
• Neutral Sentiment: Analyst opinion remains cautious. RBC Capital maintained its hold rating, and the latest targets remain close to the stock’s recent trading range. This indicates that the earnings beat has improved estimates without substantially changing the broader valuation debate. RBC Capital Maintains Hold Rating
• Negative Sentiment: Challenging operating conditions and higher costs remain risks. Commentary indicates that the difficult operating environment may persist, while rising expenses could pressure margins and reduce the benefit of revenue growth. Challenging Operating Environment Likely to Persist

Analyst Upgrades and Downgrades

MRSH has been the topic of several research reports. Evercore dropped their price target on Marsh & McLennan Companies from $234.00 to $224.00 in a research report on Thursday, October 8th. Erste Group Bank raised Marsh & McLennan Companies to a “strong-buy” rating in a research note on Tuesday, September 8th. Wells Fargo & Company increased their price objective on Marsh & McLennan Companies from $183.00 to $197.00 and gave the stock an “equal weight” rating in a report on Friday. Morgan Stanley lowered their price objective on Marsh & McLennan Companies from $200.00 to $180.00 and set an “equal weight” rating for the company in a research report on Tuesday, October 6th. Finally, Mizuho dropped their target price on shares of Marsh & McLennan Companies from $201.00 to $190.00 and set a “neutral” rating on the stock in a report on Wednesday, October 7th. Two investment analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $203.60.

Marsh & McLennan Companies Profile

Marsh & McLennan Companies is a global professional services firm that provides advice and solutions in risk, strategy and people. The company serves businesses, governments and institutions through a portfolio of specialized businesses focused on insurance brokerage, reinsurance, consulting and talent management.

Its principal businesses include Marsh, an insurance brokerage and risk advisory firm; Guy Carpenter, a provider of reinsurance brokerage and related risk-management services; Mercer, which offers consulting in investment, retirement, health and workforce strategy; and Oliver Wyman, a management consulting firm serving clients across industries and regions.

Founded in 1905, Marsh & McLennan serves clients in countries and markets around the world.