Marsh & McLennan Companies, Inc. $MRSH Stake Boosted by Hohimer Wealth Management LLC

Hohimer Wealth Management LLC grew its position in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 29.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 31,730 shares of the financial services provider’s stock after acquiring an additional 7,277 shares during the quarter. Hohimer Wealth Management LLC’s holdings in Marsh & McLennan Companies were worth $5,417,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the company. Quadrant Capital Group LLC lifted its position in shares of Marsh & McLennan Companies by 0.6% during the third quarter. Quadrant Capital Group LLC now owns 9,612 shares of the financial services provider’s stock valued at $1,701,000 after purchasing an additional 53 shares in the last quarter. Modera Wealth Management LLC grew its position in Marsh & McLennan Companies by 1.9% in the 3rd quarter. Modera Wealth Management LLC now owns 2,938 shares of the financial services provider’s stock worth $502,000 after purchasing an additional 54 shares in the last quarter. Pinnacle Bancorp Inc. grew its position in Marsh & McLennan Companies by 37.7% in the 3rd quarter. Pinnacle Bancorp Inc. now owns 219 shares of the financial services provider’s stock worth $37,000 after purchasing an additional 60 shares in the last quarter. TOWER TRUST & INVESTMENT Co increased its stake in Marsh & McLennan Companies by 7.6% in the 3rd quarter. TOWER TRUST & INVESTMENT Co now owns 891 shares of the financial services provider’s stock valued at $152,000 after buying an additional 63 shares during the last quarter. Finally, Clearstead Trust LLC increased its stake in Marsh & McLennan Companies by 12.6% in the 1st quarter. Clearstead Trust LLC now owns 668 shares of the financial services provider’s stock valued at $116,000 after buying an additional 75 shares during the last quarter. Institutional investors own 87.99% of the company’s stock.

Insider Buying and Selling

In other news, VP Stacy Mills sold 1,215 shares of the stock in a transaction on Friday, October 23rd. The shares were sold at an average price of $200.00, for a total value of $243,000.00. Following the transaction, the vice president owned 2,705 shares of the company’s stock, valued at $541,000. This represents a 30.99% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Dean Klisura sold 4,194 shares of the stock in a transaction on Friday, October 23rd. The shares were sold at an average price of $200.00, for a total value of $838,800.00. Following the completion of the transaction, the chief executive officer directly owned 20,935 shares in the company, valued at approximately $4,187,000. This represents a 16.69% 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 insiders.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the company. Morgan Stanley cut their target price on Marsh & McLennan Companies from $200.00 to $180.00 and set an “equal weight” rating on the stock in a research note on Tuesday, October 6th. UBS Group increased their price target on Marsh & McLennan Companies from $216.00 to $222.00 and gave the company a “buy” rating in a research report on Tuesday, October 6th. Weiss Ratings reiterated a “hold (c)” rating on shares of Marsh & McLennan Companies in a report on Wednesday. Citigroup lifted their price target on Marsh & McLennan Companies from $200.00 to $203.00 and gave the stock a “neutral” rating in a report on Friday, October 16th. Finally, Erste Group Bank raised Marsh & McLennan Companies to a “strong-buy” rating in a research report on Tuesday, September 8th. Two investment analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Marsh & McLennan Companies currently has a consensus rating of “Hold” and an average price target of $205.84.

Marsh & McLennan Companies Stock Down 0.3%

Shares of NYSE MRSH opened at $204.29 on Monday. The business has a 50-day moving average of $183.78. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 1.27. Marsh & McLennan Companies, Inc. has a 52 week low of $156.60 and a 52 week high of $214.00. The company has a market cap of $97.14 billion, a P/E ratio of 24.44, a P/E/G ratio of 2.77 and a beta of 0.53.

Marsh & McLennan Companies (NYSE:MRSH) last posted its earnings results on Thursday, October 15th. The financial services provider reported $2.03 earnings per share for the quarter, topping analysts’ consensus estimates of $1.96 by $0.07. The business had revenue of $6.86 billion for the quarter. Marsh & McLennan Companies had a net margin of 14.20% and a return on equity of 33.32%. The firm’s revenue was up 8.1% on a year-over-year basis. Equities research analysts anticipate that Marsh & McLennan Companies, Inc. will post 10.49 EPS for the current year.

Marsh & McLennan Companies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Thursday, October 1st will be issued a dividend of $0.99 per share. The ex-dividend date of this dividend is Thursday, October 1st. This represents a $3.96 annualized dividend and a dividend yield of 1.9%. Marsh & McLennan Companies’s payout ratio is presently 47.37%.

Key Headlines Impacting Marsh & McLennan Companies

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

• Positive Sentiment: Zacks Research raised its FY2027 EPS estimate to $11.39 from $11.23 and FY2028 to $12.28 from $12.13. It also nudged several quarterly forecasts higher. These revisions point to improving expectations for earnings growth, though they are one research firm’s estimates.
• Positive Sentiment: BMO Capital Markets raised MRSH to Outperform, a favorable analyst rating that may bolster investor sentiment. Read article: Marsh & McLennan Companies Raised to Outperform at BMO Capital Markets
• Positive Sentiment: A published valuation analysis says MRSH may be 27% undervalued following the AltamarCAM deal, suggesting potential upside if investors agree with its assessment. Read article: Marsh Stock May Be 27% Undervalued Following AltamarCAM Deal
• Neutral Sentiment: Marsh appointed Marcus Baker chairman and Michael Walls global head of Marine, Cargo, and Logistics. The leadership changes may be relevant to the business, but the report provides no financial details indicating an immediate earnings impact. Read article: Marsh & McLennan appoints Marcus Baker and Michael Walls
• Negative Sentiment: Zacks lowered its Q4 2026 EPS estimate to $2.15 from $2.19 and Q3 2027 to $2.19 from $2.21. Its FY2026 estimate of $10.43 also remains below the cited consensus of $10.48, indicating some near-term caution.

Marsh & McLennan Companies Profile

Marsh & McLennan Companies, now known as Marsh, is a professional services firm focused on risk, strategy and people. Its businesses help organizations assess and manage risk, arrange insurance and reinsurance, and address workforce and organizational challenges.

The company operates through Marsh, an insurance brokerage and risk advisory business; Guy Carpenter, which specializes in reinsurance and related risk services; Mercer, which provides health, wealth and career consulting; and Oliver Wyman, a management consulting firm.