Zacks Research Has Bearish Estimate for MRSH Q3 Earnings

Marsh & McLennan Companies, Inc. (NYSE:MRSH) – Equities research analysts at Zacks Research decreased their Q3 2026 earnings per share estimates for shares of Marsh & McLennan Companies in a note issued to investors on Tuesday, August 11th. Zacks Research analyst Team now expects that the financial services provider will post earnings of $1.95 per share for the quarter, down from their previous estimate of $1.97. The consensus estimate for Marsh & McLennan Companies’ current full-year earnings is $10.43 per share. Zacks Research also issued estimates for Marsh & McLennan Companies’ Q4 2026 earnings at $2.19 EPS, FY2026 earnings at $10.40 EPS, Q1 2027 earnings at $3.49 EPS, Q2 2027 earnings at $3.01 EPS, Q3 2027 earnings at $2.21 EPS, Q4 2027 earnings at $2.52 EPS, FY2027 earnings at $11.23 EPS, Q1 2028 earnings at $3.76 EPS, Q2 2028 earnings at $3.38 EPS and FY2028 earnings at $12.13 EPS.

Marsh & McLennan Companies (NYSE:MRSH) last issued its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $2.96 earnings per share for the quarter, beating analysts’ consensus estimates of $2.89 by $0.07. The company had revenue of $7.28 billion for the quarter. Marsh & McLennan Companies had a return on equity of 32.67% and a net margin of 14.24%.The firm’s quarterly revenue was up 6.2% compared to the same quarter last year.

A number of other equities research analysts have also recently commented on MRSH. Mizuho increased their target price on shares of Marsh & McLennan Companies from $197.00 to $201.00 and gave the company a “neutral” rating in a research report on Wednesday, July 22nd. Keefe, Bruyette & Woods upped their price target on Marsh & McLennan Companies from $200.00 to $203.00 and gave the stock a “market perform” rating in a research report on Friday, April 17th. Piper Sandler lowered their price objective on Marsh & McLennan Companies from $190.00 to $182.00 and set a “neutral” rating for the company in a research report on Tuesday, May 26th. JPMorgan Chase & Co. upped their target price on Marsh & McLennan Companies from $206.00 to $212.00 and gave the company an “overweight” rating in a research report on Monday, July 13th. Finally, Morgan Stanley decreased their price target on Marsh & McLennan Companies from $180.00 to $175.00 and set an “equal weight” rating for the company in a research note on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $201.94.

Marsh & McLennan Companies Stock Performance

MRSH stock opened at $191.14 on Wednesday. The firm’s 50-day moving average price is $176.05. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 1.22. Marsh & McLennan Companies has a one year low of $156.60 and a one year high of $213.80. The stock has a market capitalization of $91.21 billion, a price-to-earnings ratio of 23.37, a price-to-earnings-growth ratio of 2.74 and a beta of 0.59.

Marsh & McLennan Companies Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Thursday, July 23rd will be issued a dividend of $0.99 per share. This represents a $3.96 dividend on an annualized basis and a 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 is Thursday, July 23rd. Marsh & McLennan Companies’s payout ratio is currently 48.41%.

Insider Activity

In other Marsh & McLennan Companies news, insider Martin South sold 7,100 shares of Marsh & McLennan Companies stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $189.99, for a total value of $1,348,929.00. Following the completion of the transaction, the insider owned 16,632 shares of the company’s stock, valued at approximately $3,159,913.68. The trade was a 29.92% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Lloyd M. Yates sold 12,000 shares of the company’s stock in a transaction dated Thursday, July 23rd. The stock was sold at an average price of $175.65, for a total transaction of $2,107,800.00. Following the completion of the transaction, the director owned 12,001 shares of the company’s stock, valued at approximately $2,107,975.65. This trade represents a 50.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 36,469 shares of company stock worth $6,291,345 in the last ninety days. Corporate insiders own 0.38% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in MRSH. PFG Investments LLC boosted its holdings in shares of Marsh & McLennan Companies by 3.3% in the fourth quarter. PFG Investments LLC now owns 1,758 shares of the financial services provider’s stock valued at $326,000 after buying an additional 56 shares during the period. EP Wealth Advisors LLC lifted its position in Marsh & McLennan Companies by 0.8% in the 2nd quarter. EP Wealth Advisors LLC now owns 8,337 shares of the financial services provider’s stock valued at $1,823,000 after acquiring an additional 69 shares in the last quarter. MMA Asset Management LLC boosted its stake in Marsh & McLennan Companies by 1.7% in the 4th quarter. MMA Asset Management LLC now owns 4,083 shares of the financial services provider’s stock worth $757,000 after purchasing an additional 70 shares during the period. Clear Creek Financial Management LLC increased its holdings in Marsh & McLennan Companies by 5.2% during the 4th quarter. Clear Creek Financial Management LLC now owns 1,449 shares of the financial services provider’s stock worth $269,000 after purchasing an additional 72 shares in the last quarter. Finally, Continuum Advisory LLC raised its stake in shares of Marsh & McLennan Companies by 5.3% in the 1st quarter. Continuum Advisory LLC now owns 1,452 shares of the financial services provider’s stock valued at $252,000 after purchasing an additional 73 shares during the period. Hedge funds and other institutional investors own 87.99% of the company’s stock.

Trending Headlines about Marsh & McLennan Companies

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

• Positive Sentiment: Zacks Research increased its FY2026 EPS estimate to $10.40 from $10.33, FY2027 to $11.23 from $11.19, and FY2028 to $12.13 from $11.93. The firm also raised estimates for Q4 2026, Q1 and Q2 2027, and Q1 and Q2 2028, suggesting improving expectations for Marsh & McLennan’s longer-term earnings growth. Zacks Research earnings estimate updates
• Positive Sentiment: Marsh McLennan’s MMA business plans to acquire Accel, expanding its Midwest insurance presence and adding agribusiness, employee benefits, wealth management and retirement capabilities. The deal could strengthen geographic reach and broaden revenue opportunities, although financial terms were not provided. Marsh’s MMA to Acquire Accel
• Neutral Sentiment: The current full-year consensus EPS estimate is $10.43, slightly above Zacks Research’s $10.40 forecast for FY2026. This indicates that the positive revisions have not yet translated into a broad increase in the overall consensus view.
• Neutral Sentiment: Analysts collectively assign MRSH an average “Hold” recommendation, indicating balanced expectations following the recent earnings outlook updates. Marsh & McLennan Given Average Hold Recommendation
• Negative Sentiment: Zacks Research lowered its Q3 2026 EPS estimate to $1.95 from $1.97, Q3 2027 to $2.21 from $2.24, and Q4 2027 to $2.52 from $2.61. These reductions partially offset the upward revisions and may limit near-term enthusiasm.

Marsh & McLennan Companies Company Profile

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.