70,041 Marsh & McLennan Companies, Inc. $MRSH Shares Sold by Curated Wealth Partners LLC

Curated Wealth Partners LLC decreased its holdings in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 92.8% during the third quarter, HoldingsChannel reports. The institutional investor owned 5,469 shares of the financial services provider’s stock after selling 70,041 shares during the period. Curated Wealth Partners LLC’s holdings in Marsh & McLennan Companies were worth $934,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Mather Group LLC. lifted its holdings in Marsh & McLennan Companies by 33.0% during the third quarter. Mather Group LLC. now owns 1,553 shares of the financial services provider’s stock valued at $265,000 after purchasing an additional 385 shares in the last quarter. Reliant Investment Management LLC acquired a new stake in shares of Marsh & McLennan Companies in the third quarter valued at about $353,000. First Citizens Bank & Trust Co. increased its stake in shares of Marsh & McLennan Companies by 106.3% during the third quarter. First Citizens Bank & Trust Co. now owns 14,676 shares of the financial services provider’s stock worth $2,506,000 after purchasing an additional 7,561 shares in the last quarter. Allied Investment Advisors LLC purchased a new stake in shares of Marsh & McLennan Companies during the third quarter worth about $12,168,000. Finally, B. Riley Wealth Advisors Inc. raised its position in shares of Marsh & McLennan Companies by 9.1% during the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 1,335 shares of the financial services provider’s stock worth $228,000 after purchasing an additional 111 shares during the last quarter. Institutional investors and hedge funds own 87.99% of the company’s stock.

Marsh & McLennan Companies Stock Performance

Shares of MRSH stock opened at $186.37 on Friday. The company has a fifty day moving average price of $181.22. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 1.22. The stock has a market cap of $88.94 billion, a price-to-earnings ratio of 22.78, a P/E/G ratio of 2.48 and a beta of 0.59. Marsh & McLennan Companies, Inc. has a fifty-two week low of $156.60 and a fifty-two week high of $198.49.

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

Marsh & McLennan Companies Announces Dividend

The firm also recently declared 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 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Thursday, October 1st. Marsh & McLennan Companies’s dividend payout ratio (DPR) is currently 48.41%.

Marsh & McLennan Companies News Roundup

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

• Positive Sentiment: Quarterly earnings and revenue beat expectations: Marsh reported adjusted earnings of $2.03 per share, above the $1.96 consensus estimate and up from $1.85 a year earlier. Revenue reached $6.86 billion, up 8.1% year over year and approximately $220 million ahead of expectations. Marsh Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Broad-based business growth supported the results: Strength in Consulting and Risk and Insurance Services helped drive revenue, while management cited 5% underlying revenue growth and double-digit EPS growth. The company also reported progress on its Thrive program and completion of its brand transition. Marsh Reports Third Quarter 2026 Results
• Positive Sentiment: Strategic resilience initiative may support long-term positioning: Marsh and Bloomberg New Economy launched a Competitive Resilience Coalition to help public- and private-sector leaders manage geopolitical, economic and other global risks. The initiative reinforces Marsh’s expertise in risk management, though its immediate financial impact is unclear. Marsh and Bloomberg New Economy Launch Coalition
• Neutral Sentiment: Analyst stance remains cautious: RBC Capital and Wells Fargo maintained Hold ratings, suggesting that the earnings beat has not yet changed their broader valuation or outlook view. RBC Capital Maintains Hold Rating
• Negative Sentiment: Higher costs limited the upside: Rising operating expenses accompanied the strong quarter, creating a margin and execution risk that could temper future earnings gains even as revenue growth remains healthy. Marsh Q3 Earnings Beat Estimates Despite Higher Costs

Analysts Set New Price Targets

MRSH has been the topic of a number of research reports. Mizuho decreased their price target on shares of Marsh & McLennan Companies from $201.00 to $190.00 and set a “neutral” rating on the stock in a research note on Wednesday, October 7th. Keefe, Bruyette & Woods lowered their price objective on Marsh & McLennan Companies from $203.00 to $202.00 in a report on Wednesday, August 26th. Wells Fargo & Company cut their price objective on Marsh & McLennan Companies from $188.00 to $183.00 and set an “equal weight” rating for the company in a research note on Monday. Evercore cut their price objective on Marsh & McLennan Companies from $234.00 to $224.00 in a research note on Thursday, October 8th. Finally, JPMorgan Chase & Co. increased their target price on Marsh & McLennan Companies from $212.00 to $215.00 and gave the company an “overweight” rating in a report on Thursday, October 1st. Two research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $202.75.

Insider Transactions at Marsh & McLennan Companies

In related news, SVP Paul Beswick sold 713 shares of the business’s stock in a transaction dated 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. The trade was a 4.17% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 transaction, the insider owned 16,632 shares in the company, valued at $3,159,913.68. The trade was a 29.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 19,813 shares of company stock valued at $3,597,903. Corporate insiders own 0.38% of the company’s stock.

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.