Western Wealth Management LLC Takes Position in Marsh & McLennan Companies, Inc. $MRSH

Western Wealth Management LLC acquired a new position in Marsh & McLennan Companies, Inc. (NYSE:MRSH) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 4,224 shares of the financial services provider’s stock, valued at approximately $733,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Brighton Jones LLC grew its position in Marsh & McLennan Companies by 51.2% in the fourth quarter. Brighton Jones LLC now owns 8,738 shares of the financial services provider’s stock worth $1,856,000 after acquiring an additional 2,960 shares in the last quarter. Bison Wealth LLC boosted its holdings in shares of Marsh & McLennan Companies by 39.6% in the 4th quarter. Bison Wealth LLC now owns 3,064 shares of the financial services provider’s stock worth $651,000 after purchasing an additional 869 shares in the last quarter. Glenview Trust co increased its position in shares of Marsh & McLennan Companies by 10.8% during the 2nd quarter. Glenview Trust co now owns 3,897 shares of the financial services provider’s stock valued at $852,000 after purchasing an additional 379 shares during the last quarter. Osterweis Capital Management Inc. raised its holdings in shares of Marsh & McLennan Companies by 18,440.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 927 shares of the financial services provider’s stock valued at $203,000 after buying an additional 922 shares in the last quarter. Finally, Diversify Advisory Services LLC bought a new stake in Marsh & McLennan Companies in the 2nd quarter worth approximately $1,307,000. 87.99% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on MRSH. JPMorgan Chase & Co. raised their price objective on Marsh & McLennan Companies from $206.00 to $212.00 and gave the company an “overweight” rating in a research note on Monday, July 13th. Mizuho increased their target price on Marsh & McLennan Companies from $197.00 to $201.00 and gave the company a “neutral” rating in a report on Wednesday, July 22nd. Keefe, Bruyette & Woods lifted their price target on Marsh & McLennan Companies from $200.00 to $203.00 and gave the stock a “market perform” rating in a research note on Friday, April 17th. Wells Fargo & Company boosted their price objective on Marsh & McLennan Companies from $186.00 to $188.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 22nd. Finally, Weiss Ratings upgraded shares of Marsh & McLennan Companies from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $201.94.

Insider Activity at Marsh & McLennan Companies

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 completion of the sale, the insider directly owned 16,632 shares in the company, valued at $3,159,913.68. The trade was a 29.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Paul Beswick sold 713 shares of the company’s stock in a transaction that occurred on 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 approximately $3,242,448. This represents a 4.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 36,469 shares of company stock worth $6,291,345 in the last three months. 0.38% of the stock is currently owned by company insiders.

Key Stories Impacting Marsh & McLennan Companies

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

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $10.40 from $10.33, FY2027 EPS to $11.23 from $11.19, and FY2028 EPS to $12.13 from $11.93. The firm also increased estimates for Q4 2026, Q1 and Q2 2027, and Q1 and Q2 2028, indicating improved expectations for Marsh & McLennan’s longer-term earnings growth.
• Neutral Sentiment: Zacks’ FY2026 forecast of $10.40 remains slightly below the broader analyst consensus of $10.43, so the revisions represent only a modest improvement relative to current expectations.
• Negative Sentiment: Zacks 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 cuts point to some pressure in upcoming or intermediate reporting periods and may weigh on the stock despite the higher full-year forecasts.

Marsh & McLennan Companies Price Performance

Shares of NYSE MRSH opened at $188.56 on Friday. Marsh & McLennan Companies, Inc. has a 1 year low of $156.60 and a 1 year high of $213.80. The company has a debt-to-equity ratio of 1.22, a quick ratio of 1.14 and a current ratio of 1.14. The company’s 50-day simple moving average is $177.22. The stock has a market cap of $89.98 billion, a PE ratio of 23.05, a P/E/G ratio of 2.71 and a beta of 0.59.

Marsh & McLennan Companies (NYSE:MRSH) last released its earnings results on Tuesday, July 21st. The financial services provider reported $2.96 EPS for the quarter, topping analysts’ consensus estimates of $2.89 by $0.07. Marsh & McLennan Companies had a return on equity of 32.67% and a net margin of 14.24%.The firm had revenue of $7.28 billion for the quarter. Marsh & McLennan Companies’s quarterly revenue was up 6.2% compared to the same quarter last year. Research analysts expect that Marsh & McLennan Companies, Inc. will post 10.43 earnings per share for the current fiscal year.

Marsh & McLennan Companies Increases Dividend

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

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.