Marsh & McLennan Companies, Inc. $MRSH Stock Position Raised by Ninety One UK Ltd

Ninety One UK Ltd lifted its holdings in Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 41.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,632,700 shares of the financial services provider’s stock after buying an additional 1,661,178 shares during the period. Marsh & McLennan Companies makes up 2.2% of Ninety One UK Ltd’s holdings, making the stock its 10th biggest position. Ninety One UK Ltd owned 1.18% of Marsh & McLennan Companies worth $961,671,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. BlackRock Inc. acquired a new position in shares of Marsh & McLennan Companies during the 2nd quarter worth approximately $6,583,806,000. Corient Private Wealth LP purchased a new stake in shares of Marsh & McLennan Companies in the second quarter valued at approximately $66,475,000. Deutsche Bank AG acquired a new stake in shares of Marsh & McLennan Companies in the second quarter valued at approximately $685,621,000. Bank of America Corp DE purchased a new position in Marsh & McLennan Companies during the second quarter worth approximately $575,845,000. Finally, Arrowstreet Capital Limited Partnership lifted its position in Marsh & McLennan Companies by 25.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 3,454,586 shares of the financial services provider’s stock worth $599,198,000 after buying an additional 697,541 shares in the last quarter. 87.99% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Marsh & McLennan Companies news, insider Martin South sold 7,100 shares of the business’s 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 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 document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Paul Beswick sold 713 shares of Marsh & McLennan Companies stock in a transaction on Wednesday, July 29th. The shares were 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 directly owned 16,376 shares of the company’s stock, valued at $3,242,448. The trade was a 4.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 19,813 shares of company stock valued at $3,597,903. Company insiders own 0.38% of the company’s stock.

Key Marsh & McLennan Companies News

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

• Positive Sentiment: Quarterly earnings beat expectations: MRSH reported non-GAAP earnings of $2.03 per share, above the $1.96 consensus estimate and up from $1.85 a year earlier. Marsh Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Revenue also exceeded forecasts: Third-quarter revenue reached $6.86 billion, approximately $220 million above estimates and 8.1% higher year over year. Management cited 5% underlying revenue growth and double-digit EPS growth. Marsh Reports Third Quarter 2026 Results
• Positive Sentiment: Execution initiatives are progressing: CEO John Doyle said the company made significant progress on its Thrive program and completed its brand transition, potentially supporting operating efficiency and longer-term growth. Marsh Reports Third Quarter 2026 Results
• Neutral Sentiment: MRSH and Bloomberg New Economy launched a Competitive Resilience Coalition focused on helping businesses and governments manage major risks. The initiative may enhance the company’s profile but is unlikely to materially affect near-term financial results. Marsh and Bloomberg New Economy Launch Coalition
• Negative Sentiment: Analyst caution remains: RBC Capital Markets, Wells Fargo and KBW maintained Hold ratings, while Bank of America Securities retained its Sell rating. These unchanged views could limit further upside despite the earnings beat.

Analyst Ratings Changes

A number of equities analysts have weighed in on the company. Weiss Ratings raised Marsh & McLennan Companies from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, August 7th. Bank of America reduced their price target on Marsh & McLennan Companies from $179.00 to $178.00 and set an “underperform” rating on the stock in a report on Wednesday, July 15th. Morgan Stanley reduced their price target on 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. Citigroup cut shares of Marsh & McLennan Companies from a “buy” rating to a “neutral” rating and set a $200.00 price target on the stock. in a research report on Wednesday, July 22nd. Finally, Jefferies Financial Group dropped their price objective on shares of Marsh & McLennan Companies from $193.00 to $188.00 and set a “hold” rating for the company in a report on Wednesday, September 30th. Two investment 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 given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $202.75.

Marsh & McLennan Companies Trading Up 5.5%

MRSH stock traded up $9.77 during midday trading on Thursday, hitting $188.17. 2,038,560 shares of the company’s stock were exchanged, compared to its average volume of 2,808,887. Marsh & McLennan Companies, Inc. has a 1-year low of $156.60 and a 1-year high of $198.49. The company has a debt-to-equity ratio of 1.22, a current ratio of 1.14 and a quick ratio of 1.14. The stock has a market capitalization of $89.80 billion, a PE ratio of 23.03, a PEG ratio of 2.46 and a beta of 0.59. The company’s 50-day simple moving average is $181.35.

Marsh & McLennan Companies (NYSE:MRSH) last announced its quarterly earnings results on Thursday, October 15th. The financial services provider reported $2.03 EPS for the quarter, beating the consensus estimate of $1.96 by $0.07. The business 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%. The firm’s revenue was up 8.1% on a year-over-year basis. As a group, research analysts expect that Marsh & McLennan Companies, Inc. will post 10.43 EPS for the current fiscal year.

Marsh & McLennan Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Investors 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 dividend yield of 2.1%. Marsh & McLennan Companies’s dividend payout ratio (DPR) is presently 48.41%.

Marsh & McLennan Companies Company Profile

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.