MRSH Stock Gets Increased EPS Estimate from Erste Group Bank

Marsh & McLennan Companies, Inc. (NYSE:MRSH) – Stock analysts at Erste Group Bank upped their FY2026 earnings per share (EPS) estimates for Marsh & McLennan Companies in a report issued on Wednesday, October 21st. Erste Group Bank analyst H. Engel now expects that the financial services provider will earn $10.49 per share for the year, up from their previous forecast of $10.45. Erste Group Bank currently has a “Strong-Buy” rating on the stock. The consensus estimate for Marsh & McLennan Companies’ current full-year earnings is $10.46 per share. Erste Group Bank also issued estimates for Marsh & McLennan Companies’ FY2027 earnings at $11.49 EPS.

Marsh & McLennan Companies (NYSE:MRSH) last posted its 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 company’s quarterly revenue was up 8.1% compared to the same quarter last year.

A number of other analysts have also commented on the stock. Citigroup upped their price objective on shares of Marsh & McLennan Companies from $200.00 to $203.00 and gave the company a “neutral” rating in a research note on Friday, October 16th. UBS Group raised their price objective on shares of Marsh & McLennan Companies from $216.00 to $222.00 and gave the stock a “buy” rating in a research note on Tuesday, October 6th. The Goldman Sachs Group cut their target price on shares of Marsh & McLennan Companies from $197.00 to $191.00 and set a “neutral” rating on the stock in a research note on Thursday, October 1st. Morgan Stanley decreased their target price on Marsh & McLennan Companies from $200.00 to $180.00 and set an “equal weight” rating for the company in a research report on Tuesday, October 6th. Finally, BMO Capital Markets lowered their target price on 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. Two investment analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $204.42.

Marsh & McLennan Companies Stock Up 4.6%

Shares of NYSE MRSH opened at $199.24 on Friday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 1.09 and a current ratio of 1.09. Marsh & McLennan Companies has a 12 month low of $156.60 and a 12 month high of $199.59. The stock has a market capitalization of $94.74 billion, a P/E ratio of 23.83, a price-to-earnings-growth ratio of 2.63 and a beta of 0.59. The company’s fifty day moving average is $181.40.

Marsh & McLennan Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Thursday, October 1st will be issued a dividend of $0.99 per share. This represents a $3.96 annualized dividend and a yield of 2.0%. The ex-dividend date is Thursday, October 1st. Marsh & McLennan Companies’s dividend payout ratio (DPR) is 47.37%.

Insider Activity

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 value of $1,348,929.00. Following the completion of the sale, the insider 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Paul Beswick sold 713 shares of the company’s stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $198.00, for a total value of $141,174.00. Following the sale, the senior vice president owned 16,376 shares of the company’s stock, valued at approximately $3,242,448. This trade represents a 4.17% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.38% of the stock is owned by company insiders.

Hedge Funds Weigh In On Marsh & McLennan Companies

Several hedge funds and other institutional investors have recently added to or reduced their stakes in MRSH. Capital Investment Advisors LLC increased its holdings in shares of Marsh & McLennan Companies by 106.0% during the 3rd quarter. Capital Investment Advisors LLC now owns 520,818 shares of the financial services provider’s stock worth $88,919,000 after purchasing an additional 267,954 shares during the period. Fifth Third Wealth Advisors LLC boosted its stake in shares of Marsh & McLennan Companies by 6.3% in the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 5,891 shares of the financial services provider’s stock valued at $1,006,000 after purchasing an additional 351 shares in the last quarter. MBL Wealth LLC increased its holdings in shares of Marsh & McLennan Companies by 113.8% during the third quarter. MBL Wealth LLC now owns 3,482 shares of the financial services provider’s stock worth $594,000 after buying an additional 1,853 shares in the last quarter. Ledyard National Bank grew its position in Marsh & McLennan Companies by 3.4% during the 3rd quarter. Ledyard National Bank now owns 9,520 shares of the financial services provider’s stock worth $1,625,000 after acquiring an additional 310 shares during the last quarter. Finally, Culbertson A N & Co. Inc. raised its position in Marsh & McLennan Companies by 159.2% in the 3rd quarter. Culbertson A N & Co. Inc. now owns 7,005 shares of the financial services provider’s stock valued at $1,196,000 after purchasing an additional 4,302 shares during the last quarter. Institutional investors and hedge funds own 87.99% of the company’s stock.

About Marsh & McLennan Companies

Marsh & McLennan Companies is a global professional services firm that provides advice and solutions in risk, strategy and people. The company serves businesses, governments and institutions through a portfolio of specialized businesses focused on insurance brokerage, reinsurance, consulting and talent management.

Its principal businesses include Marsh, an insurance brokerage and risk advisory firm; Guy Carpenter, a provider of reinsurance brokerage and related risk-management services; Mercer, which offers consulting in investment, retirement, health and workforce strategy; and Oliver Wyman, a management consulting firm serving clients across industries and regions.

Founded in 1905, Marsh & McLennan serves clients in countries and markets around the world.