Marsh & McLennan Companies, Inc. $MRSH Stock Sold by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC lessened its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 37.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 19,043 shares of the financial services provider’s stock after selling 11,355 shares during the period. Cyndeo Wealth Partners LLC’s holdings in Marsh & McLennan Companies were worth $3,251,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of MRSH. BlackRock Inc. bought a new stake in shares of Marsh & McLennan Companies during the 2nd quarter worth $6,583,806,000. Ninety One UK Ltd raised its holdings in Marsh & McLennan Companies by 41.8% in the 3rd quarter. Ninety One UK Ltd now owns 5,632,700 shares of the financial services provider’s stock worth $961,671,000 after acquiring an additional 1,661,178 shares during the period. Deutsche Bank AG acquired a new position in Marsh & McLennan Companies during the 2nd quarter worth $685,621,000. Arrowstreet Capital Limited Partnership lifted its position in Marsh & McLennan Companies by 25.3% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 3,454,586 shares of the financial services provider’s stock worth $599,198,000 after acquiring an additional 697,541 shares during the last quarter. Finally, Bank of America Corp DE bought a new stake in Marsh & McLennan Companies during the second quarter valued at about $575,845,000. Institutional investors own 87.99% of the company’s stock.

Insiders Place Their Bets

In other news, Director Lloyd Yates sold 12,000 shares of Marsh & McLennan Companies stock in a transaction that occurred on Thursday, July 23rd. The stock was sold at an average price of $175.65, for a total transaction of $2,107,800.00. Following the sale, the director owned 12,001 shares of the company’s stock, valued at approximately $2,107,975.65. This trade represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Martin South sold 7,100 shares of the business’s stock in a transaction that occurred on Tuesday, July 28th. The shares were 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 in the company, valued at approximately $3,159,913.68. This represents a 29.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 19,813 shares of company stock worth $3,597,903. 0.38% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

MRSH has been the topic of several research analyst reports. Cantor Fitzgerald raised their price target on Marsh & McLennan Companies from $212.00 to $218.00 and gave the company an “overweight” rating in a research report on Tuesday, July 21st. Mizuho decreased their target price 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. BMO Capital Markets lowered their target price on Marsh & McLennan Companies from $203.00 to $179.00 and set a “market perform” rating on the stock in a report on Thursday, October 1st. Jefferies Financial Group dropped their price target on Marsh & McLennan Companies from $193.00 to $188.00 and set a “hold” rating on the stock in a research report on Wednesday, September 30th. Finally, Weiss Ratings upgraded Marsh & McLennan Companies from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, August 7th. 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 issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $203.60.

Marsh & McLennan Companies Stock Performance

NYSE:MRSH opened at $188.65 on Friday. The stock’s 50-day moving average is $181.17. The company has a market cap of $90.03 billion, a P/E ratio of 22.57, a price-to-earnings-growth ratio of 2.59 and a beta of 0.59. The company has a debt-to-equity ratio of 1.27, a quick ratio of 1.14 and a current ratio of 1.09. Marsh & McLennan Companies, Inc. has a 52-week low of $156.60 and a 52-week high of $198.49.

Marsh & McLennan Companies (NYSE:MRSH) last released its earnings results on Thursday, October 15th. The financial services provider reported $2.03 earnings per share for the quarter, beating the consensus estimate of $1.96 by $0.07. Marsh & McLennan Companies had a net margin of 14.20% and a return on equity of 33.32%. The business had revenue of $6.86 billion during the quarter. The company’s revenue was up 8.1% compared to the same quarter last year. Equities analysts predict that Marsh & McLennan Companies, Inc. will post 10.44 EPS for the current year.

Marsh & McLennan Companies Announces Dividend

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

Key Stories Impacting Marsh & McLennan Companies

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

• Positive Sentiment: Q3 earnings and revenue exceeded expectations. Marsh reported adjusted EPS of $2.03, above the $1.96 consensus, while revenue reached $6.86 billion, an 8.1% year-over-year increase. Growth in Consulting and Risk and Insurance Services helped offset higher operating expenses. Marsh Reports Third Quarter 2026 Results
• Positive Sentiment: Management highlighted continued growth and execution. CEO John Doyle cited 5% underlying revenue growth, double-digit EPS growth, progress on the Thrive program and completion of the company’s brand transition. The earnings call also emphasized artificial intelligence initiatives and a new resilience coalition focused on rising global business risks. Marsh & McLennan Earnings Call Highlights Growth, AI Focus
• Positive Sentiment: Analysts raised their valuation targets. Citigroup increased its target from $200 to $203, while Wells Fargo raised its target from $183 to $197. Both firms retained neutral or equal-weight ratings, suggesting improved expectations but limited conviction for significant outperformance.
• Neutral Sentiment: Analyst opinion remains cautious. RBC Capital maintained its hold rating, and the latest targets remain close to the stock’s recent trading range. This indicates that the earnings beat has improved estimates without substantially changing the broader valuation debate. RBC Capital Maintains Hold Rating
• Negative Sentiment: Challenging operating conditions and higher costs remain risks. Commentary indicates that the difficult operating environment may persist, while rising expenses could pressure margins and reduce the benefit of revenue growth. Challenging Operating Environment Likely to Persist

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.