Epoch Investment Partners Inc. Purchases New Shares in Marsh & McLennan Companies, Inc. $MRSH

Posted by Brian Himes on Jun 14th, 2026

Epoch Investment Partners Inc. purchased a new stake in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 717,643 shares of the financial services provider’s stock, valued at approximately $133,137,000. Epoch Investment Partners Inc. owned approximately 0.15% of Marsh & McLennan Companies as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Solstein Capital LLC bought a new stake in Marsh & McLennan Companies in the fourth quarter valued at $25,000. KERR FINANCIAL PLANNING Corp bought a new stake in Marsh & McLennan Companies in the fourth quarter valued at $27,000. Golden State Wealth Management LLC bought a new stake in Marsh & McLennan Companies in the fourth quarter valued at $27,000. Atlas Capital Advisors Inc. bought a new stake in Marsh & McLennan Companies in the fourth quarter valued at $28,000. Finally, City Holding Co. bought a new stake in Marsh & McLennan Companies in the fourth quarter valued at $29,000. Institutional investors own 87.99% of the company’s stock.

Marsh & McLennan Companies Price Performance

Shares of Marsh & McLennan Companies stock opened at $168.67 on Friday. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 1.28. The firm has a market cap of $81.49 billion, a price-to-earnings ratio of 21.08, a PEG ratio of 2.46 and a beta of 0.62. Marsh & McLennan Companies, Inc. has a 12 month low of $156.60 and a 12 month high of $220.32.

Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last posted its quarterly earnings results on Thursday, April 16th. The financial services provider reported $3.29 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.21 by $0.08. The firm had revenue of $7.30 billion during the quarter. Marsh & McLennan Companies had a return on equity of 31.87% and a net margin of 14.26%.The firm’s revenue was up 7.6% on a year-over-year basis. On average, sell-side analysts anticipate that Marsh & McLennan Companies, Inc. will post 10.38 earnings per share for the current year.

Wall Street Analyst Weigh In

MRSH has been the topic of several recent analyst reports. Mizuho cut their price target on shares of Marsh & McLennan Companies from $199.00 to $193.00 and set a “neutral” rating on the stock in a report on Monday, April 13th. Raymond James Financial raised Marsh & McLennan Companies from an “outperform” rating to a “strong-buy” rating and set a $225.00 price objective for the company in a research report on Tuesday, February 17th. Wells Fargo & Company lowered their price objective on Marsh & McLennan Companies from $203.00 to $178.00 and set an “equal weight” rating for the company in a research report on Thursday, April 9th. Weiss Ratings lowered Marsh & McLennan Companies from a “hold (c)” rating to a “hold (c-)” rating in a research report on Monday, May 11th. Finally, Keefe, Bruyette & Woods raised their price objective on Marsh & McLennan Companies from $200.00 to $203.00 and gave the company a “market perform” rating in a research report on Friday, April 17th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $200.19.

Check Out Our Latest Report on Marsh & McLennan Companies

Insider Activity

In other news, CEO John Q. Doyle sold 16,656 shares of Marsh & McLennan Companies stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $161.71, for a total value of $2,693,441.76. Following the completion of the transaction, the chief executive officer owned 116,811 shares of the company’s stock, valued at $18,889,506.81. The trade was a 12.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.38% of the stock is currently owned by corporate insiders.

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.