71,270 Shares in Marsh & McLennan Companies, Inc. $MRSH Purchased by Allied Investment Advisors LLC

Key Points

• Allied Investment Advisors acquired 71,270 MRSH shares worth approximately $12.2 million, while institutional investors and hedge funds collectively own 87.99% of the stock.
• Analyst sentiment remains mixed: MRSH has an average “Hold” rating and a consensus price target of $202.75, with recent target cuts from Morgan Stanley, Wells Fargo and Goldman Sachs.
• Marsh McLennan reported quarterly EPS of $2.96, exceeding estimates, and maintains a quarterly dividend of $0.99 per share, equivalent to a 2.2% yield.

Allied Investment Advisors LLC acquired a new position in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH - Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 71,270 shares of the financial services provider's stock, valued at approximately $12,168,000.

Several other large investors also recently modified their holdings of the stock. SHP Wealth Management acquired a new stake in Marsh & McLennan Companies during the fourth quarter worth about $26,000. Asset Dedication LLC acquired a new stake in Marsh & McLennan Companies in the first quarter valued at about $25,000. Pinnacle Bancorp Inc. acquired a new position in Marsh & McLennan Companies during the first quarter worth about $28,000. Canton Hathaway LLC bought a new position in shares of Marsh & McLennan Companies in the first quarter worth about $28,000. Finally, Bayban bought a new position in shares of Marsh & McLennan Companies in the fourth quarter worth about $34,000. 87.99% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

MRSH has been the topic of several research reports. Erste Group Bank raised shares of Marsh & McLennan Companies to a "strong-buy" rating in a report on Tuesday, September 8th. UBS Group increased their price target 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. Morgan Stanley lowered their target price on Marsh & McLennan Companies from $200.00 to $180.00 and set an "equal weight" rating for the company in a report on Tuesday, October 6th. Wells Fargo & Company dropped their target price on Marsh & McLennan Companies from $188.00 to $183.00 and set an "equal weight" rating for the company in a research report on Monday. Finally, The Goldman Sachs Group dropped their target price on Marsh & McLennan Companies from $197.00 to $191.00 and set a "neutral" rating for the company in a research report on Thursday, October 1st. Two equities research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of "Hold" and a consensus price target of $202.75.

Key Stories Impacting Marsh & McLennan Companies

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

• Positive Sentiment: Marsh & McLennan and Bloomberg New Economy launched a coalition focused on strengthening resilience and promoting growth amid global economic and geopolitical uncertainty. The initiative could enhance the company’s strategic profile and support longer-term opportunities. Marsh & McLennan and Bloomberg New Economy launch coalition
• Positive Sentiment: Marsh & McLennan’s consensus price target was reportedly raised by 11.79%, suggesting improving expectations among some analysts, although the target was presented in Mexican pesos and may reflect a converted market estimate. Marsh & McLennan consensus price target increase
• Neutral Sentiment: Wells Fargo assigned a $183 price target and maintained an equal-weight/hold stance. The target implies limited near-term appreciation from recent trading levels, signaling a balanced outlook rather than strong conviction. Wells Fargo gives Marsh & McLennan a new price target
• Neutral Sentiment: Analysts expect third-quarter 2026 earnings of approximately $1.97 per share. The October 15 report is the next major catalyst, with investors watching whether results and guidance support the company’s valuation. Marsh & McLennan Q3 2026 earnings preview
• Negative Sentiment: Bank of America Securities reiterated its sell rating, while KBW and Wells Fargo maintained hold ratings. The continued lack of bullish analyst support points to concerns about valuation, growth or near-term execution. Analyst ratings for Marsh & McLennan
• Negative Sentiment: Wells Fargo lowered its price target from $188 to $183 while retaining an equal-weight rating. The reduction reinforces the cautious tone surrounding MRSH ahead of earnings. Wells Fargo cuts Marsh & McLennan price target

Marsh & McLennan Companies Trading Up 0.4%

Shares of Marsh & McLennan Companies stock opened at $177.32 on Wednesday. The company has a debt-to-equity ratio of 1.22, a quick ratio of 1.14 and a current ratio of 1.14. The stock's 50-day simple moving average is $181.61. Marsh & McLennan Companies, Inc. has a 1-year low of $156.60 and a 1-year high of $207.28. The firm has a market cap of $84.62 billion, a P/E ratio of 17.27, a P/E/G ratio of 2.44 and a beta of 0.59.

Marsh & McLennan Companies (NYSE:MRSH - Get Free Report) last announced its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $2.96 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.89 by $0.07. Marsh & McLennan Companies had a return on equity of 32.67% and a net margin of 14.24%. The company had revenue of $7.28 billion for the quarter. Marsh & McLennan Companies's revenue for the quarter was up 6.2% on a year-over-year basis. Equities research analysts forecast that Marsh & McLennan Companies, Inc. will post 10.43 EPS for the current fiscal year.

Marsh & McLennan Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Stockholders 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 dividend yield of 2.2%. Marsh & McLennan Companies's dividend payout ratio (DPR) is 48.41%.

Insider Activity

In other Marsh & McLennan Companies news, Director Lloyd M. Yates sold 12,000 shares of the firm's stock in a transaction that occurred on Thursday, July 23rd. The stock was sold at an average price of $175.65, for a total value of $2,107,800.00. Following the completion of 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 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 of the company's stock, valued at approximately $3,159,913.68. This represents a 29.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 19,813 shares of company stock worth $3,597,903 in the last three months. Company insiders own 0.38% of the company's stock.

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.

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