Marsh & McLennan Companies, Inc. $MRSH Position Increased by Ninety One North America Inc.

Ninety One North America Inc. boosted its holdings in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 34.5% during the 3rd quarter, HoldingsChannel reports. The firm owned 401,969 shares of the financial services provider’s stock after purchasing an additional 103,201 shares during the period. Marsh & McLennan Companies accounts for approximately 3.5% of Ninety One North America Inc.’s investment portfolio, making the stock its 6th biggest holding. Ninety One North America Inc.’s holdings in Marsh & McLennan Companies were worth $68,628,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of MRSH. SHP Wealth Management purchased a new stake in shares of Marsh & McLennan Companies in the fourth quarter valued at about $26,000. Asset Dedication LLC purchased a new position in shares of Marsh & McLennan Companies during the first quarter worth about $25,000. Pinnacle Bancorp Inc. acquired a new position in Marsh & McLennan Companies in the 1st quarter valued at about $28,000. Canton Hathaway LLC purchased a new stake in Marsh & McLennan Companies during the 1st quarter valued at approximately $28,000. Finally, Bayban acquired a new stake in Marsh & McLennan Companies during the 4th quarter worth approximately $34,000. 87.99% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Marsh & McLennan Companies

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

Analyst Upgrades and Downgrades

Several brokerages have issued reports on MRSH. JPMorgan Chase & Co. boosted their price objective on shares of Marsh & McLennan Companies from $212.00 to $215.00 and gave the company an “overweight” rating in a research note on Thursday, October 1st. UBS Group raised their target price on shares of Marsh & McLennan Companies from $216.00 to $222.00 and gave the stock a “buy” rating in a research note on Tuesday, October 6th. Citigroup cut shares of Marsh & McLennan Companies from a “buy” rating to a “neutral” rating and set a $200.00 target price for the company. in a research note on Wednesday, July 22nd. Bank of America lowered their target price on shares of Marsh & McLennan Companies from $179.00 to $178.00 and set an “underperform” rating on the stock in a report on Wednesday, July 15th. Finally, Erste Group Bank upgraded shares of Marsh & McLennan Companies to a “strong-buy” rating in a research note on Tuesday, September 8th. Two equities research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Marsh & McLennan Companies currently has an average rating of “Hold” and a consensus price target of $202.75.

Key Headlines Impacting Marsh & McLennan Companies

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

• Positive Sentiment: Quarterly earnings beat expectations: MRSH reported non-GAAP earnings of $2.03 per share, above the $1.96 consensus estimate and up from $1.85 a year earlier. Marsh Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Revenue also exceeded forecasts: Third-quarter revenue reached $6.86 billion, approximately $220 million above estimates and 8.1% higher year over year. Management cited 5% underlying revenue growth and double-digit EPS growth. Marsh Reports Third Quarter 2026 Results
• Positive Sentiment: Execution initiatives are progressing: CEO John Doyle said the company made significant progress on its Thrive program and completed its brand transition, potentially supporting operating efficiency and longer-term growth. Marsh Reports Third Quarter 2026 Results
• Neutral Sentiment: MRSH and Bloomberg New Economy launched a Competitive Resilience Coalition focused on helping businesses and governments manage major risks. The initiative may enhance the company’s profile but is unlikely to materially affect near-term financial results. Marsh and Bloomberg New Economy Launch Coalition
• Negative Sentiment: Analyst caution remains: RBC Capital Markets, Wells Fargo and KBW maintained Hold ratings, while Bank of America Securities retained its Sell rating. These unchanged views could limit further upside despite the earnings beat.

Marsh & McLennan Companies Stock Up 5.3%

Shares of NYSE MRSH traded up $9.54 during midday trading on Thursday, hitting $187.94. The company had a trading volume of 1,973,988 shares, compared to its average volume of 2,808,256. The company has a debt-to-equity ratio of 1.22, a current ratio of 1.14 and a quick ratio of 1.14. Marsh & McLennan Companies, Inc. has a twelve month low of $156.60 and a twelve month high of $198.49. The firm has a 50-day simple moving average of $181.35. The firm has a market cap of $89.68 billion, a price-to-earnings ratio of 22.97, a price-to-earnings-growth ratio of 2.46 and a beta of 0.59.

Marsh & McLennan Companies (NYSE:MRSH) last released its quarterly earnings data on Thursday, October 15th. The financial services provider reported $2.03 EPS for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $6.86 billion for the quarter. Marsh & McLennan Companies’s quarterly revenue was up 8.1% compared to the same quarter last year. On average, equities analysts forecast that Marsh & McLennan Companies, Inc. will post 10.43 EPS for the current year.

Marsh & McLennan Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Stockholders 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 dividend yield of 2.1%. Marsh & McLennan Companies’s payout ratio is 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.