Vontobel Holding Ltd. grew its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 547.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 296,160 shares of the financial services provider’s stock after purchasing an additional 250,408 shares during the quarter. Vontobel Holding Ltd.’s holdings in Marsh & McLennan Companies were worth $50,563,000 at the end of the most recent quarter.
Other institutional investors and hedge funds also recently modified their holdings of the company. Focus Partners Advisor Solutions LLC purchased a new position in shares of Marsh & McLennan Companies in the second quarter valued at $2,153,000. Daiichi Life Insurance Co. Ltd. purchased a new stake in Marsh & McLennan Companies during the 2nd quarter worth $3,880,000. Korea Investment CORP purchased a new stake in Marsh & McLennan Companies during the 2nd quarter worth $46,856,000. Bank of Nova Scotia acquired a new position in Marsh & McLennan Companies in the 2nd quarter worth $20,681,000. Finally, Essex LLC purchased a new position in Marsh & McLennan Companies in the 1st quarter valued at about $2,891,000. Hedge funds and other institutional investors own 87.99% of the company’s stock.
Marsh & McLennan Companies Price Performance
MRSH traded up $2.11 during trading on Friday, hitting $188.65. The company had a trading volume of 2,765,779 shares, compared to its average volume of 3,092,105. Marsh & McLennan Companies, Inc. has a 1-year low of $156.60 and a 1-year high of $198.49. The company has a current ratio of 1.09, a quick ratio of 1.14 and a debt-to-equity ratio of 1.27. The company has a market cap of $90.03 billion, a P/E ratio of 22.57, a PEG ratio of 2.59 and a beta of 0.59. The stock has a 50-day moving average of $181.17.
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 earnings per share for the quarter, topping the consensus estimate of $1.96 by $0.07. The company had revenue of $6.86 billion during the quarter. Marsh & McLennan Companies had a net margin of 14.20% and a return on equity of 33.32%. Marsh & McLennan Companies’s quarterly revenue was up 8.1% on a year-over-year basis. Research analysts forecast that Marsh & McLennan Companies, Inc. will post 10.44 earnings per share for the current year.
Marsh & McLennan Companies Dividend Announcement
The business 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 $0.99 dividend. This represents a $3.96 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date is Thursday, October 1st. Marsh & McLennan Companies’s dividend payout ratio is 48.41%.
Analyst Upgrades and Downgrades
Several analysts have recently weighed in on MRSH shares. Citigroup raised their target price on Marsh & McLennan Companies from $200.00 to $203.00 and gave the company a “neutral” rating in a research note on Friday. Keefe, Bruyette & Woods cut their price target on Marsh & McLennan Companies from $203.00 to $202.00 in a research note on Wednesday, August 26th. Jefferies Financial Group reduced their price target on Marsh & McLennan Companies from $193.00 to $188.00 and set a “hold” rating for the company in a report on Wednesday, September 30th. Evercore lowered their price objective on Marsh & McLennan Companies from $234.00 to $224.00 in a research note on Thursday, October 8th. Finally, Morgan Stanley lowered their price objective on Marsh & McLennan Companies from $200.00 to $180.00 and set an “equal weight” rating for the company in a research note on Tuesday, October 6th. Two investment analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Marsh & McLennan Companies presently has a consensus rating of “Hold” and a consensus price target of $203.60.
Read Our Latest Stock Report on Marsh & McLennan Companies
Insider Transactions at Marsh & McLennan Companies
In other news, insider Martin South sold 7,100 shares of the stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $189.99, for a total transaction of $1,348,929.00. Following the transaction, the insider owned 16,632 shares of the company’s stock, valued at approximately $3,159,913.68. This trade represents a 29.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Lloyd Yates sold 12,000 shares of Marsh & McLennan Companies stock in a transaction dated 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 completion of the transaction, the director owned 12,001 shares of the company’s stock, valued at $2,107,975.65. This trade represents a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 19,813 shares of company stock valued at $3,597,903. Insiders own 0.38% of the company’s stock.
Key Stories Impacting Marsh & McLennan Companies
Here are the key news stories impacting Marsh & McLennan Companies this week:
- Positive Sentiment: Q3 earnings and revenue exceeded expectations. Marsh reported adjusted EPS of $2.03, above the $1.96 consensus, while revenue reached $6.86 billion, an 8.1% year-over-year increase. Growth in Consulting and Risk and Insurance Services helped offset higher operating expenses. Marsh Reports Third Quarter 2026 Results
- Positive Sentiment: Management highlighted continued growth and execution. CEO John Doyle cited 5% underlying revenue growth, double-digit EPS growth, progress on the Thrive program and completion of the company’s brand transition. The earnings call also emphasized artificial intelligence initiatives and a new resilience coalition focused on rising global business risks. Marsh & McLennan Earnings Call Highlights Growth, AI Focus
- Positive Sentiment: Analysts raised their valuation targets. Citigroup increased its target from $200 to $203, while Wells Fargo raised its target from $183 to $197. Both firms retained neutral or equal-weight ratings, suggesting improved expectations but limited conviction for significant outperformance.
- Neutral Sentiment: Analyst opinion remains cautious. RBC Capital maintained its hold rating, and the latest targets remain close to the stock’s recent trading range. This indicates that the earnings beat has improved estimates without substantially changing the broader valuation debate. RBC Capital Maintains Hold Rating
- Negative Sentiment: Challenging operating conditions and higher costs remain risks. Commentary indicates that the difficult operating environment may persist, while rising expenses could pressure margins and reduce the benefit of revenue growth. Challenging Operating Environment Likely to Persist
About Marsh & McLennan Companies
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.
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