Marsh & McLennan Companies, Inc. $MRSH Holdings Lowered by Prosperity Financial Group Inc.

Prosperity Financial Group Inc. trimmed its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 77.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 1,176 shares of the financial services provider’s stock after selling 4,122 shares during the period. Prosperity Financial Group Inc.’s holdings in Marsh & McLennan Companies were worth $218,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in MRSH. Assenagon Asset Management S.A. raised its holdings in shares of Marsh & McLennan Companies by 9,455.4% in the 4th quarter. Assenagon Asset Management S.A. now owns 1,520,164 shares of the financial services provider’s stock worth $282,021,000 after purchasing an additional 1,504,255 shares in the last quarter. Wellington Management Group LLP raised its holdings in shares of Marsh & McLennan Companies by 9.1% in the 3rd quarter. Wellington Management Group LLP now owns 15,091,478 shares of the financial services provider’s stock worth $3,041,386,000 after purchasing an additional 1,260,434 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in shares of Marsh & McLennan Companies by 654.7% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 1,419,104 shares of the financial services provider’s stock worth $285,992,000 after purchasing an additional 1,231,059 shares in the last quarter. Invesco Ltd. raised its holdings in shares of Marsh & McLennan Companies by 29.7% in the 3rd quarter. Invesco Ltd. now owns 3,293,188 shares of the financial services provider’s stock worth $663,676,000 after purchasing an additional 753,828 shares in the last quarter. Finally, Voloridge Investment Management LLC raised its holdings in shares of Marsh & McLennan Companies by 93.4% in the 3rd quarter. Voloridge Investment Management LLC now owns 1,379,436 shares of the financial services provider’s stock worth $277,998,000 after purchasing an additional 666,023 shares in the last quarter. 87.99% of the stock is currently owned by institutional investors.

Marsh & McLennan Companies News Roundup

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

• Positive Sentiment: Q1 results beat consensus — Non-GAAP EPS $3.29 vs. $3.21 expected and revenue topped estimates (reported ~ $7.3–7.59B depending on source); revenue grew ~7-8% YoY with Mercer and consulting driving strength. Marsh & McLennan Q1 2026 Earnings Call Summary
• Positive Sentiment: Management highlighted Mercer and consulting momentum and better-than-expected top-line trends in the quarter, supporting near-term earnings visibility. Zacks: Marsh Q1 Earnings Beat on Mercer Strength
• Neutral Sentiment: Full earnings call transcript is available for detail on segment performance, expense commentary and any forward commentary from management (useful for modelling margin and expense trajectory). Earnings Call Transcript
• Neutral Sentiment: Some analysts and market commentators see the post‑beat move as a valuation opportunity; commentary suggests upside if growth and operating leverage continue, but this is contingent on execution. Seeking Alpha: Valuation May Finally Be Here
• Negative Sentiment: Bank of America continues to maintain a sell rating on MRSH, reflecting lingering analyst skepticism and pressure on consensus upside despite the quarter. Bank of America Keeps Sell Rating
• Negative Sentiment: Coverage/target actions have pressured the stock recently — a target cut triggered a pullback before today’s rally, underscoring potential volatility from analyst revisions. Kalkine: Shares Slide After Target Cut

Insider Buying and Selling

In related news, CEO John Q. Doyle sold 16,655 shares of the business’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $183.30, for a total transaction of $3,052,861.50. Following the transaction, the chief executive officer directly owned 116,811 shares of the company’s stock, valued at approximately $21,411,456.30. The trade was a 12.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.38% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently commented on MRSH. Keefe, Bruyette & Woods dropped their target price on shares of Marsh & McLennan Companies from $206.00 to $200.00 and set a “market perform” rating on the stock in a report on Tuesday, April 7th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $200.00 target price on shares of Marsh & McLennan Companies in a report on Friday, January 30th. Bank of America dropped their target price on shares of Marsh & McLennan Companies from $181.00 to $174.00 and set an “underperform” rating on the stock in a report on Tuesday. Citigroup boosted their target price on shares of Marsh & McLennan Companies from $201.00 to $205.00 and gave the stock a “neutral” rating in a report on Tuesday, February 3rd. Finally, JPMorgan Chase & Co. dropped their target price on shares of Marsh & McLennan Companies from $226.00 to $206.00 and set an “overweight” rating on the stock in a research report on Thursday, April 9th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $205.13.

Marsh & McLennan Companies Price Performance

Marsh & McLennan Companies stock opened at $182.72 on Friday. The stock has a 50 day moving average price of $173.49. The stock has a market capitalization of $88.46 billion, a P/E ratio of 21.68, a P/E/G ratio of 2.41 and a beta of 0.75. The company has a debt-to-equity ratio of 1.20, a quick ratio of 1.10 and a current ratio of 1.10. Marsh & McLennan Companies, Inc. has a fifty-two week low of $164.89 and a fifty-two week high of $235.78.

Marsh & McLennan Companies (NYSE:MRSH) last released its earnings results on Thursday, April 16th. The financial services provider reported $3.29 earnings per share for the quarter, topping the consensus estimate of $3.21 by $0.08. The business had revenue of $7.30 billion for the quarter. Marsh & McLennan Companies had a net margin of 15.42% and a return on equity of 31.60%. Marsh & McLennan Companies’s quarterly revenue was up 7.6% compared to the same quarter last year. On average, analysts expect that Marsh & McLennan Companies, Inc. will post 9.61 EPS for the current fiscal year.

Marsh & McLennan Companies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Thursday, April 9th will be given a $0.90 dividend. This represents a $3.60 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Thursday, April 9th. Marsh & McLennan Companies’s dividend payout ratio (DPR) is 42.70%.

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.