Western Wealth Management LLC Purchases Shares of 4,224 Marsh & McLennan Companies, Inc. $MRSH

Western Wealth Management LLC acquired a new stake in Marsh & McLennan Companies, Inc. (NYSE:MRSH) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 4,224 shares of the financial services provider’s stock, valued at approximately $733,000.

A number of other institutional investors have also added to or reduced their stakes in the company. Headlands Technologies LLC bought a new position in shares of Marsh & McLennan Companies during the 2nd quarter worth approximately $29,000. Solstein Capital LLC bought a new position in Marsh & McLennan Companies during the fourth quarter worth $25,000. SHP Wealth Management acquired a new position in shares of Marsh & McLennan Companies in the fourth quarter valued at $26,000. KERR FINANCIAL PLANNING Corp bought a new position in shares of Marsh & McLennan Companies in the fourth quarter valued at about $27,000. Finally, Asset Dedication LLC acquired a new stake in shares of Marsh & McLennan Companies during the 1st quarter worth about $25,000. 87.99% of the stock is currently owned by institutional investors and hedge funds.

Marsh & McLennan Companies Stock Down 0.2%

Marsh & McLennan Companies stock opened at $188.56 on Friday. The company has a debt-to-equity ratio of 1.22, a quick ratio of 1.14 and a current ratio of 1.14. The company has a market capitalization of $89.98 billion, a PE ratio of 23.05, a PEG ratio of 2.71 and a beta of 0.59. Marsh & McLennan Companies, Inc. has a 12-month low of $156.60 and a 12-month high of $213.80. The company has a 50-day simple moving average of $177.22.

Marsh & McLennan Companies (NYSE:MRSH) last announced its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $2.96 EPS for the quarter, beating analysts’ consensus estimates of $2.89 by $0.07. Marsh & McLennan Companies had a return on equity of 32.67% and a net margin of 14.24%.The company had revenue of $7.28 billion during the quarter. The company’s revenue for the quarter was up 6.2% on a year-over-year basis. As a group, analysts expect that Marsh & McLennan Companies, Inc. will post 10.43 earnings per share for the current year.

Marsh & McLennan Companies Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Thursday, July 23rd will be paid a $0.99 dividend. The ex-dividend date of this dividend is Thursday, July 23rd. This represents a $3.96 dividend on an annualized basis and a dividend yield of 2.1%. This is an increase from Marsh & McLennan Companies’s previous quarterly dividend of $0.90. Marsh & McLennan Companies’s payout ratio is currently 48.41%.

More Marsh & McLennan Companies News

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

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $10.40 from $10.33, FY2027 EPS to $11.23 from $11.19, and FY2028 EPS to $12.13 from $11.93. The firm also increased estimates for Q4 2026, Q1 and Q2 2027, and Q1 and Q2 2028, indicating improved expectations for Marsh & McLennan’s longer-term earnings growth.
• Neutral Sentiment: Zacks’ FY2026 forecast of $10.40 remains slightly below the broader analyst consensus of $10.43, so the revisions represent only a modest improvement relative to current expectations.
• Negative Sentiment: Zacks lowered its Q3 2026 EPS estimate to $1.95 from $1.97, Q3 2027 to $2.21 from $2.24, and Q4 2027 to $2.52 from $2.61. These cuts point to some pressure in upcoming or intermediate reporting periods and may weigh on the stock despite the higher full-year forecasts.

Analysts Set New Price Targets

MRSH has been the subject of a number of research analyst reports. Piper Sandler reduced their price objective on Marsh & McLennan Companies from $190.00 to $182.00 and set a “neutral” rating for the company in a report on Tuesday, May 26th. Mizuho lifted their price target on Marsh & McLennan Companies from $197.00 to $201.00 and gave the stock a “neutral” rating in a report on Wednesday, July 22nd. Weiss Ratings raised Marsh & McLennan Companies from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, August 7th. UBS Group increased their price objective on Marsh & McLennan Companies from $212.00 to $216.00 and gave the stock a “buy” rating in a research report on Monday, July 27th. Finally, Morgan Stanley reduced their target price on shares of Marsh & McLennan Companies from $180.00 to $175.00 and set an “equal weight” rating for the company in a research report on Monday, July 6th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Marsh & McLennan Companies presently has a consensus rating of “Hold” and an average price target of $201.94.

Insider Activity

In other Marsh & McLennan Companies news, CEO John Q. Doyle sold 16,656 shares of the company’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $161.71, for a total transaction of $2,693,441.76. Following the sale, the chief executive officer owned 116,811 shares of the company’s stock, valued at approximately $18,889,506.81. This represents a 12.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Paul Beswick sold 713 shares of the company’s stock in a transaction dated Wednesday, July 29th. The shares were 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 in the company, valued at approximately $3,242,448. The trade was a 4.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 36,469 shares of company stock worth $6,291,345 over the last ninety days. Corporate insiders own 0.38% of the company’s stock.

About Marsh & McLennan Companies

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.