MRSH Stock Gets Stronger EPS Forecast from Erste Group Bank

Key Points

• Erste Group Bank raised its FY2026 EPS forecast for Marsh & McLennan to $10.49 from $10.45 and issued a FY2027 estimate of $11.49, maintaining a “Strong Buy” rating.
• Analyst sentiment is mixed: Marsh & McLennan has an overall “Hold” consensus rating and an average price target of $204.42, with 11 Holds, six Buys, two Strong Buys and two Sells.
• The company exceeded quarterly earnings expectations, reporting $2.03 EPS versus the $1.96 consensus, while revenue rose 8.1% year over year to $6.86 billion. It also declared a $0.99 quarterly dividend, equal to a 2.0% yield.

Marsh & McLennan Companies, Inc. (NYSE:MRSH - Free Report) - Research analysts at Erste Group Bank increased their FY2026 earnings estimates for Marsh & McLennan Companies in a research note issued on Wednesday, October 21st. Erste Group Bank analyst H. Engel now forecasts that the financial services provider will earn $10.49 per share for the year, up from their previous forecast of $10.45. Erste Group Bank currently has a "Strong-Buy" rating on the stock. The consensus estimate for Marsh & McLennan Companies' current full-year earnings is $10.46 per share. Erste Group Bank also issued estimates for Marsh & McLennan Companies' FY2027 earnings at $11.49 EPS.

Several other analysts also recently issued reports on the company. Bank of America reduced their price objective on Marsh & McLennan Companies from $179.00 to $178.00 and set an "underperform" rating on the stock in a research report on Wednesday, July 15th. Jefferies Financial Group cut their target price on shares of Marsh & McLennan Companies from $193.00 to $188.00 and set a "hold" rating for the company in a research note on Wednesday, September 30th. Weiss Ratings upgraded shares of Marsh & McLennan Companies from a "hold (c-)" rating to a "hold (c)" rating in a report on Friday, August 7th. UBS Group raised their price target 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. Finally, Evercore decreased their price target on shares of Marsh & McLennan Companies from $234.00 to $224.00 in a research note on Thursday, October 8th. Two research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Hold" and an average target price of $204.42.

Marsh & McLennan Companies Stock Performance

Marsh & McLennan Companies stock opened at $199.24 on Friday. Marsh & McLennan Companies has a fifty-two week low of $156.60 and a fifty-two week high of $199.59. The stock has a market capitalization of $94.74 billion, a P/E ratio of 23.83, a price-to-earnings-growth ratio of 2.63 and a beta of 0.59. The business's fifty day moving average is $181.40. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 1.27.

Marsh & McLennan Companies (NYSE:MRSH - Get Free Report) last issued its quarterly earnings data 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 firm had revenue of $6.86 billion during the quarter. Marsh & McLennan Companies had a return on equity of 33.32% and a net margin of 14.20%. The business's quarterly revenue was up 8.1% on a year-over-year basis.

Hedge Funds Weigh In On Marsh & McLennan Companies

Large investors have recently modified their holdings of the company. Asset Dedication LLC purchased a new stake in shares of Marsh & McLennan Companies during the 1st quarter worth about $25,000. SHP Wealth Management purchased a new position in Marsh & McLennan Companies in the fourth quarter valued at approximately $26,000. Pinnacle Bancorp Inc. purchased a new position in Marsh & McLennan Companies in the first quarter valued at approximately $28,000. Canton Hathaway LLC acquired a new position in Marsh & McLennan Companies during the first quarter valued at approximately $28,000. Finally, EFG International AG acquired a new position in Marsh & McLennan Companies during the second quarter valued at approximately $30,000. 87.99% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, insider Martin South sold 7,100 shares of the stock in a transaction 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 transaction, the insider directly owned 16,632 shares of the company's stock, valued at approximately $3,159,913.68. This trade represents a 29.92% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 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 transaction, the senior vice president owned 16,376 shares in the company, valued at $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. Company insiders own 0.38% of the company's stock.

Marsh & McLennan Companies Dividend Announcement

The business also recently declared 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 annualized dividend and a yield of 2.0%. Marsh & McLennan Companies's dividend payout ratio is 47.37%.

Marsh & McLennan Companies Company Profile

Marsh & McLennan Companies is a global professional services firm that provides advice and solutions in risk, strategy and people. The company serves businesses, governments and institutions through a portfolio of specialized businesses focused on insurance brokerage, reinsurance, consulting and talent management.

Its principal businesses include Marsh, an insurance brokerage and risk advisory firm; Guy Carpenter, a provider of reinsurance brokerage and related risk-management services; Mercer, which offers consulting in investment, retirement, health and workforce strategy; and Oliver Wyman, a management consulting firm serving clients across industries and regions.

Founded in 1905, Marsh & McLennan serves clients in countries and markets around the world.

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