3,028 Marsh & McLennan Companies, Inc. $MRSH Shares Acquired by NorthCrest Asset Manangement LLC

NorthCrest Asset Manangement LLC boosted its holdings in Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 129.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,372 shares of the financial services provider’s stock after purchasing an additional 3,028 shares during the period. NorthCrest Asset Manangement LLC’s holdings in Marsh & McLennan Companies were worth $949,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the business. BlackRock Inc. purchased a new position in shares of Marsh & McLennan Companies in the second quarter worth about $6,583,806,000. Corient Private Wealth LP bought a new stake in shares of Marsh & McLennan Companies in the 2nd quarter valued at about $66,475,000. Deutsche Bank AG purchased a new stake in Marsh & McLennan Companies during the 2nd quarter valued at about $685,621,000. Bank of America Corp DE purchased a new stake in Marsh & McLennan Companies during the 2nd quarter valued at about $575,845,000. Finally, Bank of New York Mellon Corp purchased a new stake in Marsh & McLennan Companies during the 2nd quarter valued at about $532,438,000. 87.99% of the stock is currently owned by hedge funds and other institutional investors.

Marsh & McLennan Companies Trading Up 4.5%

Shares of NYSE:MRSH opened at $186.37 on Friday. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 1.22. The company’s 50-day moving average price is $181.22. The company has a market capitalization of $88.94 billion, a P/E ratio of 22.78, a price-to-earnings-growth ratio of 2.48 and a beta of 0.59. Marsh & McLennan Companies, Inc. has a 12 month low of $156.60 and a 12 month high of $198.49.

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, topping the consensus estimate of $1.96 by $0.07. The company had revenue of $6.86 billion for the quarter. Marsh & McLennan Companies had a return on equity of 32.67% and a net margin of 14.24%. Marsh & McLennan Companies’s revenue was up 8.1% compared to the same quarter last year. As a group, research analysts forecast that Marsh & McLennan Companies, Inc. will post 10.43 EPS for the current fiscal year.

Marsh & McLennan Companies Announces Dividend

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

Key Headlines Impacting Marsh & McLennan Companies

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

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on MRSH shares. BMO Capital Markets reduced their price target on Marsh & McLennan Companies from $203.00 to $179.00 and set a “market perform” rating on the stock in a research report on Thursday, October 1st. Mizuho dropped their price objective on Marsh & McLennan Companies from $201.00 to $190.00 and set a “neutral” rating for the company in a research note on Wednesday, October 7th. Evercore dropped their price objective on Marsh & McLennan Companies from $234.00 to $224.00 in a research note on Thursday, October 8th. Morgan Stanley cut their target price on shares of Marsh & McLennan Companies from $200.00 to $180.00 and set an “equal weight” rating on the stock in a report on Tuesday, October 6th. Finally, UBS Group lifted their target price 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. Two equities 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 assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $202.75.

Insiders Place Their Bets

In other Marsh & McLennan Companies news, SVP Paul Beswick sold 713 shares of the stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $198.00, for a total value of $141,174.00. Following the completion of the sale, the senior vice president owned 16,376 shares in the company, valued at approximately $3,242,448. This trade represents a 4.17% decrease in their position. The transaction was disclosed in a 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 Marsh & McLennan Companies stock in a transaction that occurred on 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 in the company, valued at approximately $3,159,913.68. This represents a 29.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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 company 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.