Oppenheimer Asset Management Inc. Makes New $14.05 Million Investment in Marsh & McLennan Companies, Inc. $MRSH

Posted by Francis Steltz on Aug 15th, 2026

Oppenheimer Asset Management Inc. bought a new position in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 84,280 shares of the financial services provider’s stock, valued at approximately $14,047,000.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Headlands Technologies LLC bought a new stake in Marsh & McLennan Companies during the second quarter valued at $29,000. Solstein Capital LLC bought a new position in shares of Marsh & McLennan Companies in the 4th quarter worth about $25,000. SHP Wealth Management acquired a new position in shares of Marsh & McLennan Companies in the 4th quarter valued at about $26,000. KERR FINANCIAL PLANNING Corp bought a new stake in shares of Marsh & McLennan Companies during the 4th quarter valued at about $27,000. Finally, Asset Dedication LLC acquired a new stake in Marsh & McLennan Companies during the first quarter worth about $25,000. 87.99% of the stock is owned by institutional investors and hedge funds.

Marsh & McLennan Companies Price Performance

MRSH stock opened at $187.75 on Friday. The firm has a market capitalization of $89.60 billion, a price-to-earnings ratio of 22.95, a PEG ratio of 2.71 and a beta of 0.59. Marsh & McLennan Companies, Inc. has a 12 month low of $156.60 and a 12 month high of $213.80. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 1.22. The company’s 50 day simple moving average is $177.66.

Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last posted its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $2.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.89 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 $7.28 billion for the quarter. The business’s revenue for the quarter was up 6.2% compared to the same quarter last year. As a group, sell-side analysts expect that Marsh & McLennan Companies, Inc. will post 10.43 earnings per share for the current year.

Marsh & McLennan Companies Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, August 14th. Stockholders of record on Thursday, July 23rd were given a dividend of $0.99 per share. This represents a $3.96 dividend on an annualized basis and a dividend yield of 2.1%. This is a boost from Marsh & McLennan Companies’s previous quarterly dividend of $0.90. The ex-dividend date of this dividend was Thursday, July 23rd. Marsh & McLennan Companies’s payout ratio is presently 48.41%.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on MRSH shares. Keefe, Bruyette & Woods lifted their target price on Marsh & McLennan Companies from $200.00 to $203.00 and gave the company a “market perform” rating in a research note on Friday, April 17th. UBS Group increased their price target on Marsh & McLennan Companies from $212.00 to $216.00 and gave the stock a “buy” rating in a research report on Monday, July 27th. Mizuho boosted their price objective on Marsh & McLennan Companies from $197.00 to $201.00 and gave the company a “neutral” rating in a research report on Wednesday, July 22nd. Citigroup downgraded Marsh & McLennan Companies from a “buy” rating to a “neutral” rating and set a $200.00 price objective for the company. in a research note on Wednesday, July 22nd. Finally, Weiss Ratings raised Marsh & McLennan Companies from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday, August 7th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Marsh & McLennan Companies currently has an average rating of “Hold” and a consensus target price of $201.94.

Read Our Latest Report on Marsh & McLennan Companies

Insider Buying and Selling

In other Marsh & McLennan Companies news, insider Martin South sold 7,100 shares of the business’s stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $189.99, for a total transaction of $1,348,929.00. Following the sale, the insider owned 16,632 shares in the company, valued at approximately $3,159,913.68. The trade was a 29.92% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Paul Beswick sold 713 shares of the company’s stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $198.00, for a total transaction of $141,174.00. Following the sale, the senior vice president directly owned 16,376 shares of the company’s stock, valued at $3,242,448. This represents a 4.17% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 36,469 shares of company stock valued at $6,291,345. 0.38% of the stock is currently owned by company insiders.

About Marsh & McLennan Companies

(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.