Key Points
- Insider sale: Vice President Stacy Mills sold 1,215 MRSH shares for $243,000, reducing her holdings by about 31% to 2,705 shares. The transaction occurred under a pre-arranged Rule 10b5-1 plan to cover tax withholding on vested equity awards.
- Solid quarterly performance: Marsh & McLennan reported quarterly EPS of $2.03, beating estimates of $1.96, while revenue rose 8.1% year over year to $6.86 billion. The company also declared a quarterly dividend of $0.99 per share, implying a 2.0% yield.
- Mixed analyst outlook: Analysts have issued varied price-target changes, with the consensus rating remaining “Hold” and a target price of $204.42. The stock recently opened at $194.65, near its 52-week high of $200.32.
Marsh & McLennan Companies, Inc. (NYSE:MRSH - Get Free Report) VP Stacy Mills sold 1,215 shares of the business's stock in a transaction dated Friday, October 23rd. The stock was sold at an average price of $200.00, for a total transaction of $243,000.00. Following the transaction, the vice president owned 2,705 shares in the company, valued at approximately $541,000. This trade represents a 30.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.
Marsh & McLennan Companies Stock Down 1.4%
NYSE MRSH opened at $194.65 on Tuesday. The stock has a market capitalization of $92.56 billion, a PE ratio of 18.99, a P/E/G ratio of 2.67 and a beta of 0.59. Marsh & McLennan Companies, Inc. has a 52-week low of $156.60 and a 52-week high of $200.32. The business's 50-day moving average price is $181.63. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 1.27.
Marsh & McLennan Companies (NYSE:MRSH - Get Free Report) last announced its quarterly earnings data 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. Marsh & McLennan Companies had a net margin of 14.20% and a return on equity of 33.32%. The firm had revenue of $6.86 billion during the quarter. The business's quarterly revenue was up 8.1% compared to the same quarter last year. On average, equities research analysts expect that Marsh & McLennan Companies, Inc. will post 10.47 earnings per share for the current fiscal year.
Marsh & McLennan Companies Announces Dividend
The firm also recently announced 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. This represents a $3.96 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Thursday, October 1st. Marsh & McLennan Companies's dividend payout ratio is 47.37%.
Institutional Investors Weigh In On Marsh & McLennan Companies
A number of institutional investors and hedge funds have recently modified their holdings of the company. Asset Dedication LLC acquired a new position in Marsh & McLennan Companies during the first quarter worth $25,000. Pinnacle Bancorp Inc. acquired a new position in shares of Marsh & McLennan Companies in the first quarter worth $28,000. Canton Hathaway LLC purchased a new stake in shares of Marsh & McLennan Companies during the first quarter worth about $28,000. EFG International AG purchased a new stake in shares of Marsh & McLennan Companies in the second quarter valued at $30,000. Finally, Bell Investment Advisors Inc purchased a new stake in Marsh & McLennan Companies in the 2nd quarter valued at about $31,000. Institutional investors and hedge funds own 87.99% of the company's stock.
Marsh & McLennan Companies News Roundup
Here are the key news stories impacting Marsh & McLennan Companies this week:
- Positive Sentiment: Marsh expanded its Thrive efficiency program’s annual savings target by 50% to $600 million. If achieved, the initiative could support margin expansion and earnings growth, although restructuring expenses and reinvestment may delay the benefit. Can Marsh's Expanded Thrive Program Drive Margin Growth?
- Positive Sentiment: Marsh appointed Andy Start CBE as a senior adviser. His experience could strengthen the company’s strategic and client relationships, though the immediate financial impact is likely limited. Marsh & McLennan Appoints Andy Start CBE as Senior Advisor
- Positive Sentiment: Erste Group Bank maintained an optimistic view of MRSH’s fiscal 2026 earnings, reinforcing the case for continued earnings growth. Erste Group Bank Has Optimistic View of MRSH FY2026 Earnings
- Neutral Sentiment: CEO Dean Klisura and Vice President Stacy Mills sold shares under pre-arranged Rule 10b5-1 plans. Mills’ sale also covered tax withholding tied to equity vesting, reducing the likelihood that the transactions reflect negative views of the company. SEC Insider Trading Filing
- Negative Sentiment: The consensus price target was reduced 10.27% to MX$3,381.56, signaling weaker analyst upside expectations. The currency and listing basis make direct comparison with the U.S.-listed MRSH share price difficult, but the downward revision may pressure sentiment. Consensus Price Target Decreased
Analysts Set New Price Targets
A number of analysts recently weighed in on the company. Wells Fargo & Company lifted their price target on Marsh & McLennan Companies from $183.00 to $197.00 and gave the company an "equal weight" rating in a research note on Friday, October 16th. UBS Group raised their target price on Marsh & McLennan Companies from $216.00 to $222.00 and gave the company a "buy" rating in a report on Tuesday, October 6th. Citigroup boosted their target price on shares of Marsh & McLennan Companies from $200.00 to $203.00 and gave the stock a "neutral" rating in a research report on Friday, October 16th. BMO Capital Markets lowered their price target on shares of Marsh & McLennan Companies from $203.00 to $179.00 and set a "market perform" rating on the stock in a research note on Thursday, October 1st. Finally, Mizuho increased their price target on shares of Marsh & McLennan Companies from $190.00 to $200.00 and gave the company a "neutral" rating in a report on Monday, October 19th. Two equities research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, Marsh & McLennan Companies has a consensus rating of "Hold" and a consensus target price of $204.42.
View Our Latest Stock Report on MRSH
Marsh & McLennan Companies Company Profile
(
Get Free Report)
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.
Further Reading
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
