FY2026 Earnings Forecast for MRSH Issued By Erste Group Bank

Key Points

• Erste Group Bank forecast FY2026 EPS of $10.45 for Marsh & McLennan, essentially matching the $10.44 consensus estimate, and projects FY2027 EPS of $11.42. The bank maintains a “Strong Buy” rating.
• Overall analyst sentiment is more cautious, with the stock carrying a consensus “Hold” rating and an average price target of $203.50. Recent recommendations range from “Strong Buy” to “Sell.”
• Marsh & McLennan reported quarterly EPS of $2.96, exceeding estimates by $0.07, while revenue rose 6.2% year over year to $7.28 billion. The company also increased its quarterly dividend to $0.99, implying a 2.2% annualized yield.

Marsh & McLennan Companies, Inc. (NYSE:MRSH - Free Report) - Stock analysts at Erste Group Bank issued their FY2026 earnings per share estimates for shares of Marsh & McLennan Companies in a research report issued to clients and investors on Tuesday, September 8th. Erste Group Bank analyst H. Engel forecasts that the financial services provider will post earnings per share of $10.45 for the year. Erste Group Bank currently has a "Strong-Buy" rating on the stock. The consensus estimate for Marsh & McLennan Companies' current full-year earnings is $10.44 per share. Erste Group Bank also issued estimates for Marsh & McLennan Companies' FY2027 earnings at $11.42 EPS.

MRSH has been the topic of a number of other reports. Citigroup lowered shares of Marsh & McLennan Companies from a "buy" rating to a "neutral" rating and set a $200.00 price objective on the stock. in a report on Wednesday, July 22nd. UBS Group boosted their target price on shares of Marsh & McLennan Companies from $212.00 to $216.00 and gave the stock a "buy" rating in a research note on Monday, July 27th. JPMorgan Chase & Co. raised their price target on Marsh & McLennan Companies from $206.00 to $212.00 and gave the company an "overweight" rating in a research note on Monday, July 13th. Mizuho upped their price objective on Marsh & McLennan Companies from $197.00 to $201.00 and gave the stock a "neutral" rating in a research report on Wednesday, July 22nd. Finally, Morgan Stanley increased their price objective on Marsh & McLennan Companies from $180.00 to $200.00 and gave the company an "equal weight" rating in a report on Wednesday, August 19th. Two research analysts have rated the stock with a Strong Buy rating, five have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus price target of $203.50.

Marsh & McLennan Companies Stock Up 0.0%

Shares of Marsh & McLennan Companies stock opened at $176.94 on Monday. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 1.22. Marsh & McLennan Companies has a 52-week low of $156.60 and a 52-week high of $207.82. The stock has a market capitalization of $84.44 billion, a P/E ratio of 21.63, a P/E/G ratio of 2.45 and a beta of 0.58. The business has a 50 day moving average price of $185.83.

Marsh & McLennan Companies (NYSE:MRSH - Get Free Report) last released its earnings results on Tuesday, July 21st. The financial services provider reported $2.96 earnings per share for the quarter, topping analysts' consensus estimates of $2.89 by $0.07. The firm had revenue of $7.28 billion for the quarter. Marsh & McLennan Companies had a net margin of 14.24% and a return on equity of 32.67%. The business's revenue for the quarter was up 6.2% compared to the same quarter last year.

Institutional Trading of Marsh & McLennan Companies

Large investors have recently bought and sold shares of the company. California State Teachers Retirement System grew its stake in Marsh & McLennan Companies by 16,707.0% in the 2nd quarter. California State Teachers Retirement System now owns 122,656,786 shares of the financial services provider's stock valued at $20,443,207,000 after acquiring an additional 121,926,988 shares during the last quarter. BlackRock Inc. purchased a new stake in Marsh & McLennan Companies in the 2nd quarter valued at about $6,583,806,000. State Street Corp acquired a new position in Marsh & McLennan Companies during the fourth quarter worth approximately $4,057,682,000. Capital International Investors purchased a new position in shares of Marsh & McLennan Companies in the 4th quarter worth $3,482,557,000. Finally, Capital World Investors purchased a new position in shares of Marsh & McLennan Companies in the 4th quarter worth about $3,140,284,000. Institutional investors and hedge funds own 87.99% of the company's stock.

Insider Activity at Marsh & McLennan Companies

In other Marsh & McLennan Companies news, SVP Paul Beswick sold 713 shares of the business's stock in a transaction on Wednesday, July 29th. The shares were sold at an average price of $198.00, for a total transaction of $141,174.00. Following the sale, the senior vice president directly owned 16,376 shares in the company, valued at approximately $3,242,448. The trade was a 4.17% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible 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 the company's stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $189.99, for a total transaction of $1,348,929.00. Following the transaction, the insider owned 16,632 shares in the company, valued at $3,159,913.68. The trade was a 29.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 19,813 shares of company stock worth $3,597,903 over the last 90 days. Company insiders own 0.38% of the company's stock.

Marsh & McLennan Companies Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, August 14th. Stockholders of record on Thursday, July 23rd were paid a $0.99 dividend. This is a boost from Marsh & McLennan Companies's previous quarterly dividend of $0.90. The ex-dividend date was Thursday, July 23rd. This represents a $3.96 annualized dividend and a dividend yield of 2.2%. Marsh & McLennan Companies's dividend payout ratio (DPR) is 48.41%.

About Marsh & McLennan Companies

Marsh & McLennan Companies, now operating under the name Marsh McLennan, is a global professional services firm that helps organizations manage risk, strategy and people-related challenges. Its businesses serve corporations, governments, institutional investors and other organizations across a broad range of industries and geographies.

The company's principal businesses include Marsh, an insurance brokerage and risk advisory firm; Guy Carpenter, which provides reinsurance brokerage and related risk management services; Mercer, which offers consulting in areas such as talent, health, retirement and investments; and Oliver Wyman, a management consulting firm.

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