70,041 Marsh & McLennan Companies, Inc. $MRSH Shares Sold by Curated Wealth Partners LLC

Key Points

• Curated Wealth Partners reduced its MRSH position by 92.8% in the third quarter, selling 70,041 shares and retaining 5,469 shares valued at approximately $934,000. Institutional investors collectively own 87.99% of Marsh & McLennan’s stock.
• Marsh & McLennan reported quarterly earnings of $2.03 per share, beating the $1.96 consensus estimate, while revenue rose 8.1% year over year to $6.86 billion.
• The company declared a quarterly dividend of $0.99 per share, representing an annualized payout of $3.96 and a 2.1% yield; analysts maintain a consensus “Hold” rating with an average price target of $202.75.

Curated Wealth Partners LLC lessened its position in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH - Free Report) by 92.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,469 shares of the financial services provider's stock after selling 70,041 shares during the quarter. Curated Wealth Partners LLC's holdings in Marsh & McLennan Companies were worth $934,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of MRSH. BlackRock Inc. purchased a new position in Marsh & McLennan Companies in the second quarter worth $6,583,806,000. Corient Private Wealth LP acquired a new position in shares of Marsh & McLennan Companies during the second quarter worth $66,475,000. Deutsche Bank AG acquired a new position in shares of Marsh & McLennan Companies during the second quarter worth $685,621,000. Bank of America Corp DE purchased a new stake in shares of Marsh & McLennan Companies during the 2nd quarter valued at $575,845,000. Finally, Bank of New York Mellon Corp purchased a new stake in shares of Marsh & McLennan Companies during the 2nd quarter valued at $532,438,000. Hedge funds and other institutional investors own 87.99% of the company's stock.

Marsh & McLennan Companies Trading Up 4.5%

Marsh & McLennan Companies stock opened at $186.37 on Friday. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 1.22. Marsh & McLennan Companies, Inc. has a 12 month low of $156.60 and a 12 month high of $198.49. The stock has a 50 day moving average of $181.22. The stock has a market cap of $88.94 billion, a price-to-earnings ratio of 22.78, a PEG ratio of 2.48 and a beta of 0.59.

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 EPS for the quarter, topping analysts' consensus estimates of $1.96 by $0.07. The business had revenue of $6.86 billion for the quarter. Marsh & McLennan Companies had a net margin of 14.24% and a return on equity of 32.67%. The firm's revenue for the quarter was up 8.1% on a year-over-year basis. On average, equities research analysts forecast that Marsh & McLennan Companies, Inc. will post 10.43 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. Investors of record on Thursday, October 1st will be issued 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 yield of 2.1%. Marsh & McLennan Companies's dividend payout ratio is 48.41%.

Insider Buying and Selling

In other Marsh & McLennan Companies news, 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 of the company's stock, valued at approximately $3,242,448. The trade was a 4.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lloyd M. Yates sold 12,000 shares of the company's stock in a transaction dated 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 completion of the transaction, 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 disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 19,813 shares of company stock valued at $3,597,903. Corporate insiders own 0.38% of the company's stock.

More Marsh & McLennan Companies News

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

• Positive Sentiment: Quarterly earnings and revenue beat expectations: Marsh reported adjusted earnings of $2.03 per share, above the $1.96 consensus estimate and up from $1.85 a year earlier. Revenue reached $6.86 billion, up 8.1% year over year and approximately $220 million ahead of expectations. Marsh Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Broad-based business growth supported the results: Strength in Consulting and Risk and Insurance Services helped drive revenue, while management cited 5% underlying revenue growth and double-digit EPS growth. The company also reported progress on its Thrive program and completion of its brand transition. Marsh Reports Third Quarter 2026 Results
• Positive Sentiment: Strategic resilience initiative may support long-term positioning: Marsh and Bloomberg New Economy launched a Competitive Resilience Coalition to help public- and private-sector leaders manage geopolitical, economic and other global risks. The initiative reinforces Marsh’s expertise in risk management, though its immediate financial impact is unclear. Marsh and Bloomberg New Economy Launch Coalition
• Neutral Sentiment: Analyst stance remains cautious: RBC Capital and Wells Fargo maintained Hold ratings, suggesting that the earnings beat has not yet changed their broader valuation or outlook view. RBC Capital Maintains Hold Rating
• Negative Sentiment: Higher costs limited the upside: Rising operating expenses accompanied the strong quarter, creating a margin and execution risk that could temper future earnings gains even as revenue growth remains healthy. Marsh Q3 Earnings Beat Estimates Despite Higher Costs

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on MRSH. Evercore lowered their price objective on Marsh & McLennan Companies from $234.00 to $224.00 in a research report on Thursday, October 8th. Mizuho lowered their price target on shares of Marsh & McLennan Companies from $201.00 to $190.00 and set a "neutral" rating on the stock in a report on Wednesday, October 7th. Erste Group Bank raised Marsh & McLennan Companies to a "strong-buy" rating in a research report on Tuesday, September 8th. UBS Group lifted their price objective on Marsh & McLennan Companies from $216.00 to $222.00 and gave the company a "buy" rating in a research note on Tuesday, October 6th. Finally, Wells Fargo & Company decreased their price objective on Marsh & McLennan Companies from $188.00 to $183.00 and set an "equal weight" rating for the company in a report on Monday. 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 assigned a Sell rating to the company's stock. According to MarketBeat.com, Marsh & McLennan Companies presently has an average rating of "Hold" and a consensus price target of $202.75.

Marsh & McLennan Companies 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.

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