12,758 Marsh & McLennan Companies, Inc. $MRSH Shares Purchased by Waycross Partners LLC

Key Points

• Waycross Partners increased its Marsh & McLennan stake by 7.3%, purchasing 12,758 shares and bringing its holdings to 187,395 shares, valued at about $32 million. Institutional investors and hedge funds collectively own nearly 88% of the stock.
• Marsh & McLennan reported quarterly EPS of $2.03, beating the $1.96 consensus estimate, while revenue rose 8.1% year over year to $6.86 billion.
• Analyst views remain mixed: the stock carries a consensus Hold rating and an average price target of $205.84, alongside some positive rating and earnings-estimate revisions.

Waycross Partners LLC boosted its stake in Marsh & McLennan Companies, Inc. (NYSE:MRSH - Free Report) by 7.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 187,395 shares of the financial services provider's stock after buying an additional 12,758 shares during the period. Marsh & McLennan Companies makes up approximately 2.5% of Waycross Partners LLC's portfolio, making the stock its 19th biggest position. Waycross Partners LLC's holdings in Marsh & McLennan Companies were worth $31,994,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently bought and sold shares of MRSH. Ashton Thomas Private Wealth LLC lifted its stake in Marsh & McLennan Companies by 0.9% during the third quarter. Ashton Thomas Private Wealth LLC now owns 12,764 shares of the financial services provider's stock worth $2,179,000 after purchasing an additional 118 shares in the last quarter. CenterBook Partners LP purchased a new stake in shares of Marsh & McLennan Companies in the 3rd quarter valued at $2,610,000. International Assets Investment Management LLC raised its holdings in shares of Marsh & McLennan Companies by 14.2% in the 3rd quarter. International Assets Investment Management LLC now owns 1,704 shares of the financial services provider's stock valued at $293,000 after buying an additional 212 shares during the period. Allegiance Financial Group Advisory Services LLC acquired a new position in Marsh & McLennan Companies during the 3rd quarter worth about $299,000. Finally, Calamos Advisors LLC boosted its holdings in Marsh & McLennan Companies by 2.1% during the 3rd quarter. Calamos Advisors LLC now owns 131,938 shares of the financial services provider's stock valued at $22,526,000 after acquiring an additional 2,669 shares during the period. Institutional investors and hedge funds own 87.99% of the company's stock.

Key Marsh & McLennan Companies News

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

• Positive Sentiment: Zacks Research raised its FY2027 EPS estimate to $11.39 from $11.23 and FY2028 to $12.28 from $12.13. It also nudged several quarterly forecasts higher. These revisions point to improving expectations for earnings growth, though they are one research firm’s estimates.
• Positive Sentiment: BMO Capital Markets raised MRSH to Outperform, a favorable analyst rating that may bolster investor sentiment. Read article: Marsh & McLennan Companies Raised to Outperform at BMO Capital Markets
• Positive Sentiment: A published valuation analysis says MRSH may be 27% undervalued following the AltamarCAM deal, suggesting potential upside if investors agree with its assessment. Read article: Marsh Stock May Be 27% Undervalued Following AltamarCAM Deal
• Neutral Sentiment: Marsh appointed Marcus Baker chairman and Michael Walls global head of Marine, Cargo, and Logistics. The leadership changes may be relevant to the business, but the report provides no financial details indicating an immediate earnings impact. Read article: Marsh & McLennan appoints Marcus Baker and Michael Walls
• Negative Sentiment: Zacks lowered its Q4 2026 EPS estimate to $2.15 from $2.19 and Q3 2027 to $2.19 from $2.21. Its FY2026 estimate of $10.43 also remains below the cited consensus of $10.48, indicating some near-term caution.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on MRSH. Mizuho boosted their price target on shares of Marsh & McLennan Companies from $190.00 to $200.00 and gave the stock a "neutral" rating in a research note on Monday, October 19th. 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. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Marsh & McLennan Companies in a research note on Wednesday. Morgan Stanley reduced their target price on shares of 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. Finally, Evercore decreased their price target on shares of Marsh & McLennan Companies from $234.00 to $224.00 in a research report on Thursday, October 8th. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Hold" and a consensus target price of $205.84.

Insiders Place Their Bets

In related news, VP Stacy Mills sold 1,215 shares of the business's stock in a transaction on Friday, October 23rd. The shares were sold at an average price of $200.00, for a total transaction of $243,000.00. Following the completion of the transaction, the vice president owned 2,705 shares in the company, valued at approximately $541,000. The trade was a 30.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Dean Klisura sold 4,194 shares of the stock in a transaction on Friday, October 23rd. The shares were sold at an average price of $200.00, for a total value of $838,800.00. Following the completion of the transaction, the chief executive officer directly owned 20,935 shares in the company, valued at $4,187,000. This trade represents a 16.69% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.38% of the stock is currently owned by company insiders.

Marsh & McLennan Companies Price Performance

Shares of Marsh & McLennan Companies stock traded down $5.14 on Friday, reaching $204.29. 2,347,852 shares of the company were exchanged, compared to its average volume of 2,570,876. Marsh & McLennan Companies, Inc. has a 1-year low of $156.60 and a 1-year high of $214.00. The company has a market capitalization of $97.14 billion, a P/E ratio of 24.44, a P/E/G ratio of 2.78 and a beta of 0.53. The company has a debt-to-equity ratio of 1.27, a quick ratio of 1.09 and a current ratio of 1.09. The stock's 50 day moving average is $183.78.

Marsh & McLennan Companies (NYSE:MRSH - Get Free Report) last issued 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 firm had revenue of $6.86 billion for the quarter. The firm's revenue for the quarter was up 8.1% compared to the same quarter last year. On average, research analysts predict that Marsh & McLennan Companies, Inc. will post 10.49 earnings per share for the current fiscal year.

Marsh & McLennan Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Thursday, October 1st will be issued a $0.99 dividend. This represents a $3.96 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Thursday, October 1st. Marsh & McLennan Companies's dividend payout ratio (DPR) is presently 47.37%.

Marsh & McLennan Companies Profile

Marsh & McLennan Companies, now known as Marsh, is a professional services firm focused on risk, strategy and people. Its businesses help organizations assess and manage risk, arrange insurance and reinsurance, and address workforce and organizational challenges.

The company operates through Marsh, an insurance brokerage and risk advisory business; Guy Carpenter, which specializes in reinsurance and related risk services; Mercer, which provides health, wealth and career consulting; and Oliver Wyman, a management consulting firm.

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