Marsh & McLennan Companies, Inc. $MRSH Stock: Ninety One UK Ltd Boosts Holdings

Ninety One UK Ltd lifted its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 41.8% during the third quarter, Holdings Channel reports. The fund owned 5,632,700 shares of the financial services provider’s stock after acquiring an additional 1,661,178 shares during the period. Marsh & McLennan Companies comprises 2.2% of Ninety One UK Ltd’s investment portfolio, making the stock its 10th largest position. Ninety One UK Ltd’s holdings in Marsh & McLennan Companies were worth $961,671,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Asset Dedication LLC purchased a new stake in Marsh & McLennan Companies during the 1st quarter worth about $25,000. SHP Wealth Management purchased a new position in shares of Marsh & McLennan Companies in the 4th quarter valued at about $26,000. Pinnacle Bancorp Inc. purchased a new position in shares of Marsh & McLennan Companies in the 1st quarter valued at about $28,000. Canton Hathaway LLC acquired a new position in shares of Marsh & McLennan Companies during the first quarter worth about $28,000. Finally, EFG International AG acquired a new position in shares of Marsh & McLennan Companies during the second quarter worth about $30,000. 87.99% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

MRSH has been the topic of several analyst reports. Citigroup cut shares of Marsh & McLennan Companies from a “buy” rating to a “neutral” rating and set a $200.00 target price on the stock. in a report on Wednesday, July 22nd. Keefe, Bruyette & Woods decreased their price target on shares of Marsh & McLennan Companies from $203.00 to $202.00 in a research note on Wednesday, August 26th. Jefferies Financial Group lowered their price target on shares of Marsh & McLennan Companies from $193.00 to $188.00 and set a “hold” rating for the company in a report on Wednesday, September 30th. UBS Group increased their price objective on shares of Marsh & McLennan Companies from $216.00 to $222.00 and gave the company a “buy” rating in a research report on Tuesday, October 6th. Finally, The Goldman Sachs Group reduced their price objective on shares of Marsh & McLennan Companies from $197.00 to $191.00 and set a “neutral” rating on the stock in a report on Thursday, October 1st. Two investment analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $202.75.

Insider Buying and Selling at Marsh & McLennan Companies

In other news, Director Lloyd M. 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 transaction of $2,107,800.00. Following the sale, the director owned 12,001 shares in the company, valued at approximately $2,107,975.65. The trade was a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Martin South sold 7,100 shares of the business’s stock in a transaction dated 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 sale, the insider directly owned 16,632 shares of the company’s stock, valued at $3,159,913.68. The trade was a 29.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 19,813 shares of company stock worth $3,597,903 over the last 90 days. Corporate insiders own 0.38% 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: Quarterly earnings beat expectations: MRSH reported non-GAAP earnings of $2.03 per share, above the $1.96 consensus estimate and up from $1.85 a year earlier. Marsh Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Revenue also exceeded forecasts: Third-quarter revenue reached $6.86 billion, approximately $220 million above estimates and 8.1% higher year over year. Management cited 5% underlying revenue growth and double-digit EPS growth. Marsh Reports Third Quarter 2026 Results
• Positive Sentiment: Execution initiatives are progressing: CEO John Doyle said the company made significant progress on its Thrive program and completed its brand transition, potentially supporting operating efficiency and longer-term growth. Marsh Reports Third Quarter 2026 Results
• Neutral Sentiment: MRSH and Bloomberg New Economy launched a Competitive Resilience Coalition focused on helping businesses and governments manage major risks. The initiative may enhance the company’s profile but is unlikely to materially affect near-term financial results. Marsh and Bloomberg New Economy Launch Coalition
• Negative Sentiment: Analyst caution remains: RBC Capital Markets, Wells Fargo and KBW maintained Hold ratings, while Bank of America Securities retained its Sell rating. These unchanged views could limit further upside despite the earnings beat.

Marsh & McLennan Companies Stock Up 5.5%

Marsh & McLennan Companies stock traded up $9.77 during mid-day trading on Thursday, hitting $188.17. The company had a trading volume of 2,038,560 shares, compared to its average volume of 2,808,887. The company has a debt-to-equity ratio of 1.22, a quick ratio of 1.14 and a current ratio of 1.14. Marsh & McLennan Companies, Inc. has a 1 year low of $156.60 and a 1 year high of $198.49. The business has a fifty day moving average of $181.35. The stock has a market cap of $89.80 billion, a PE ratio of 23.03, a price-to-earnings-growth ratio of 2.46 and a beta of 0.59.

Marsh & McLennan Companies (NYSE:MRSH) last issued its earnings results on Thursday, October 15th. The financial services provider reported $2.03 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.96 by $0.07. The business had revenue of $6.86 billion during the quarter. Marsh & McLennan Companies had a net margin of 14.24% and a return on equity of 32.67%. The business’s revenue for the quarter was up 8.1% on a year-over-year basis. Equities analysts anticipate that Marsh & McLennan Companies, Inc. will post 10.43 earnings per share for the current year.

Marsh & McLennan Companies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Thursday, October 1st will be given a $0.99 dividend. The ex-dividend date of this dividend is Thursday, October 1st. This represents a $3.96 dividend on an annualized basis and a yield of 2.1%. Marsh & McLennan Companies’s payout ratio is 48.41%.

Marsh & McLennan Companies Profile

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.