11,355 Marsh & McLennan Companies, Inc. $MRSH Shares Sold by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC reduced its stake in Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 37.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 19,043 shares of the financial services provider’s stock after selling 11,355 shares during the period. Cyndeo Wealth Partners LLC’s holdings in Marsh & McLennan Companies were worth $3,251,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of MRSH. SHP Wealth Management acquired a new stake in Marsh & McLennan Companies in the 4th quarter valued at $26,000. Asset Dedication LLC acquired a new position in Marsh & McLennan Companies during the first quarter worth $25,000. Pinnacle Bancorp Inc. acquired a new position in Marsh & McLennan Companies during the first quarter worth $28,000. Canton Hathaway LLC acquired a new stake in shares of Marsh & McLennan Companies in the 1st quarter valued at $28,000. Finally, Bayban acquired a new stake in shares of Marsh & McLennan Companies in the 4th quarter valued at $34,000. 87.99% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms have recently weighed in on MRSH. Cantor Fitzgerald upped their target price on shares of Marsh & McLennan Companies from $212.00 to $218.00 and gave the stock an “overweight” rating in a report on Tuesday, July 21st. Jefferies Financial Group cut 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. The Goldman Sachs Group reduced their price target on shares of Marsh & McLennan Companies from $197.00 to $191.00 and set a “neutral” rating on the stock in a research report on Thursday, October 1st. BMO Capital Markets decreased their price objective on shares of Marsh & McLennan Companies from $203.00 to $179.00 and set a “market perform” rating on the stock in a research note on Thursday, October 1st. Finally, Wells Fargo & Company raised their price objective on shares of Marsh & McLennan Companies from $183.00 to $197.00 and gave the stock an “equal weight” rating in a report on Friday. Two analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Marsh & McLennan Companies currently has an average rating of “Hold” and a consensus price target of $203.60.

Marsh & McLennan Companies Stock Performance

Shares of MRSH stock opened at $188.65 on Friday. The business’s fifty day simple moving average is $181.17. The company has a quick ratio of 1.14, a current ratio of 1.09 and a debt-to-equity ratio of 1.27. The company has a market capitalization of $90.03 billion, a PE ratio of 22.57, a PEG ratio of 2.59 and a beta of 0.59. Marsh & McLennan Companies, Inc. has a 52 week low of $156.60 and a 52 week high of $198.49.

Marsh & McLennan Companies (NYSE:MRSH) last released its quarterly earnings results on Thursday, October 15th. The financial services provider reported $2.03 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.96 by $0.07. Marsh & McLennan Companies had a return on equity of 33.32% and a net margin of 14.20%. The business had revenue of $6.86 billion during the quarter. The firm’s revenue for the quarter was up 8.1% compared to the same quarter last year. As a group, analysts forecast that Marsh & McLennan Companies, Inc. will post 10.44 earnings per share for the current fiscal year.

Marsh & McLennan Companies Dividend Announcement

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

More Marsh & McLennan Companies News

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

Insider Buying and Selling at Marsh & McLennan Companies

In other news, 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 transaction, the senior vice president directly owned 16,376 shares in the company, valued at approximately $3,242,448. This represents a 4.17% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Martin South sold 7,100 shares of the stock in a transaction that occurred on 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 sale, the insider directly owned 16,632 shares in the company, valued at $3,159,913.68. This trade represents a 29.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 19,813 shares of company stock worth $3,597,903. 0.38% of the stock is currently owned by corporate insiders.

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.