Temasek Holdings Private Ltd Grows Position in Marsh & McLennan Companies, Inc. $MRSH

Temasek Holdings Private Ltd increased its holdings in Marsh & McLennan Companies, Inc. (NYSE:MRSHFree Report) by 30.7% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 229,087 shares of the financial services provider’s stock after purchasing an additional 53,781 shares during the period. Temasek Holdings Private Ltd’s holdings in Marsh & McLennan Companies were worth $39,735,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently made changes to their positions in MRSH. Solstein Capital LLC bought a new stake in shares of Marsh & McLennan Companies in the fourth quarter worth approximately $25,000. SHP Wealth Management purchased a new stake in Marsh & McLennan Companies in the fourth quarter worth approximately $26,000. KERR FINANCIAL PLANNING Corp bought a new stake in Marsh & McLennan Companies in the 4th quarter worth approximately $27,000. Golden State Wealth Management LLC purchased a new stake in Marsh & McLennan Companies during the 4th quarter valued at $27,000. Finally, Pinnacle Bancorp Inc. bought a new position in shares of Marsh & McLennan Companies during the 1st quarter valued at $28,000. Hedge funds and other institutional investors own 87.99% of the company’s stock.

Insider Transactions at Marsh & McLennan Companies

In related news, CEO John Q. Doyle sold 16,656 shares of Marsh & McLennan Companies stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $161.71, for a total transaction of $2,693,441.76. Following the sale, the chief executive officer owned 116,811 shares of the company’s stock, valued at approximately $18,889,506.81. This trade represents a 12.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.38% of the company’s stock.

Key Marsh & McLennan Companies News

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

  • Positive Sentiment: Q2 results topped expectations. Marsh & McLennan reported EPS of $2.96, ahead of estimates, on revenue of $7.28 billion. The beat was driven by strength in its consulting, Risk & Insurance Services, and broader demand trends, which suggests the core business remains healthy.
  • Positive Sentiment: Management commentary pointed to stabilizing growth. Investors appeared encouraged by signs that business trends are improving after prior concerns about slower growth, which supports the stock despite a muted reaction.
  • Neutral Sentiment: Analyst sentiment remained cautious. William Blair kept a Hold rating on MRSH, saying the quarter was solid but that the valuation still looks full. That implies the stock may have limited near-term upside unless growth accelerates further. Marsh & McLennan: Solid Q2 and Stabilizing Growth, But Valuation Keeps Analyst Firm at Hold
  • Neutral Sentiment: Q2 earnings call highlighted both progress and challenges. The company’s update reinforced that revenue growth is holding up, but there are still operating and execution challenges that could cap enthusiasm in the near term. Marsh & McLennan Earnings Call Highlights Growth, Challenges
  • Negative Sentiment: Higher operating expenses may pressure margins. Despite the earnings beat, some coverage noted expense growth, which can limit margin expansion and make the earnings upside look less compelling to investors.

Marsh & McLennan Companies Price Performance

Shares of NYSE MRSH opened at $181.35 on Wednesday. The company has a debt-to-equity ratio of 1.28, a current ratio of 1.11 and a quick ratio of 1.11. Marsh & McLennan Companies, Inc. has a 1 year low of $156.60 and a 1 year high of $213.80. The firm has a market capitalization of $87.61 billion, a PE ratio of 22.67, a PEG ratio of 2.74 and a beta of 0.61.

Marsh & McLennan Companies (NYSE:MRSHGet Free Report) last issued its earnings results on Tuesday, July 21st. The financial services provider reported $2.96 earnings per share for the quarter, topping the consensus estimate of $2.89 by $0.07. The company had revenue of $7.28 billion during the quarter. Marsh & McLennan Companies had a net margin of 14.26% and a return on equity of 31.87%. As a group, equities analysts expect that Marsh & McLennan Companies, Inc. will post 10.36 EPS for the current year.

Marsh & McLennan Companies Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Thursday, July 23rd will be given a dividend of $0.99 per share. This is an increase from Marsh & McLennan Companies’s previous quarterly dividend of $0.90. This represents a $3.96 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Thursday, July 23rd. Marsh & McLennan Companies’s dividend payout ratio (DPR) is 45.00%.

Analyst Ratings Changes

MRSH has been the subject of several research analyst reports. Bank of America cut their price objective on Marsh & McLennan Companies from $181.00 to $174.00 and set an “underperform” rating for the company in a report on Tuesday, April 14th. Piper Sandler dropped their target price on Marsh & McLennan Companies from $190.00 to $182.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 26th. UBS Group boosted their price target on Marsh & McLennan Companies from $203.00 to $212.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. Weiss Ratings cut shares of Marsh & McLennan Companies from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday, May 11th. Finally, Citigroup upgraded shares of Marsh & McLennan Companies from a “neutral” rating to a “buy” rating and set a $200.00 target price for the company in a research report on Wednesday, May 6th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $200.81.

Read Our Latest Research Report on MRSH

Marsh & McLennan Companies Company Profile

(Free Report)

Marsh & McLennan Companies (NYSE: MMC) is a global professional services firm headquartered in New York City that provides advice and solutions in the areas of risk, strategy and people. Founded in 1905, the company has grown into a diversified group of businesses focused on insurance brokerage and risk management, reinsurance, human capital and investment consulting, and management consulting. Its long history and scale position it as a prominent adviser to corporations, governments and other institutions seeking to manage risk and optimize human and financial capital.

The firm operates through several well-known subsidiaries and business units that specialize in distinct services.

See Also

Want to see what other hedge funds are holding MRSH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Marsh & McLennan Companies, Inc. (NYSE:MRSHFree Report).

Institutional Ownership by Quarter for Marsh & McLennan Companies (NYSE:MRSH)

Receive News & Ratings for Marsh & McLennan Companies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Marsh & McLennan Companies and related companies with MarketBeat.com's FREE daily email newsletter.