Annex Advisory Services LLC Sells 42,794 Shares of Marsh & McLennan Companies, Inc. $MRSH

Key Points

• Annex Advisory Services cut its Marsh & McLennan position by 95.6%, selling 42,794 shares and retaining 1,950 shares valued at approximately $325,000. Institutional investors collectively own 87.99% of the company.
• Marsh & McLennan reported quarterly EPS of $2.96, beating estimates of $2.89, while revenue rose 6.2% year over year to $7.28 billion. The company also increased its quarterly dividend from $0.90 to $0.99 per share.
• Analysts maintain a generally cautious outlook, with an average “Hold” rating and a $201.94 price target. Insiders sold 36,469 shares worth roughly $6.29 million during the last quarter.

Annex Advisory Services LLC decreased its holdings in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH - Free Report) by 95.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,950 shares of the financial services provider's stock after selling 42,794 shares during the quarter. Annex Advisory Services LLC's holdings in Marsh & McLennan Companies were worth $325,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently made changes to their positions in MRSH. Solstein Capital LLC bought a new stake in Marsh & McLennan Companies during the fourth quarter valued at $25,000. Asset Dedication LLC bought a new position in shares of Marsh & McLennan Companies in the 1st quarter worth $25,000. SHP Wealth Management bought a new stake in Marsh & McLennan Companies during the fourth quarter worth about $26,000. KERR FINANCIAL PLANNING Corp purchased a new position in shares of Marsh & McLennan Companies in the 4th quarter worth about $27,000. Finally, Golden State Wealth Management LLC purchased a new stake in shares of Marsh & McLennan Companies in the 4th quarter valued at $27,000. 87.99% of the stock is owned by institutional investors.

Trending Headlines about Marsh & McLennan Companies

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

• Positive Sentiment: Zacks raised its FY2026 EPS forecast to $10.40 from $10.33, FY2027 EPS to $11.23 from $11.19, and FY2028 EPS to $12.13 from $11.93. The firm also increased estimates for Q4 2026, Q1 and Q2 2027, and Q1 and Q2 2028, indicating improved expectations for Marsh & McLennan’s longer-term earnings growth.
• Neutral Sentiment: Zacks’ FY2026 forecast of $10.40 remains slightly below the broader analyst consensus of $10.43, so the revisions represent only a modest improvement relative to current expectations.
• Negative Sentiment: Zacks lowered its Q3 2026 EPS estimate to $1.95 from $1.97, Q3 2027 to $2.21 from $2.24, and Q4 2027 to $2.52 from $2.61. These cuts point to some pressure in upcoming or intermediate reporting periods and may weigh on the stock despite the higher full-year forecasts.

Insider Buying and Selling at Marsh & McLennan Companies

In other Marsh & McLennan Companies news, insider Martin South sold 7,100 shares of the firm'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 transaction of $1,348,929.00. Following the sale, the insider owned 16,632 shares in the company, valued at approximately $3,159,913.68. This trade represents a 29.92% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Paul Beswick sold 713 shares of the company's stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $198.00, for a total transaction 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 36,469 shares of company stock worth $6,291,345. 0.38% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

MRSH has been the topic of several analyst reports. Wells Fargo & Company lifted their price objective on Marsh & McLennan Companies from $186.00 to $188.00 and gave the stock an "equal weight" rating in a report on Wednesday, July 22nd. Weiss Ratings raised shares of Marsh & McLennan Companies from a "hold (c-)" rating to a "hold (c)" rating in a research report on Friday, August 7th. UBS Group raised their price target on shares of Marsh & McLennan Companies from $212.00 to $216.00 and gave the stock a "buy" rating in a report on Monday, July 27th. Mizuho boosted their price target on Marsh & McLennan Companies from $197.00 to $201.00 and gave the company a "neutral" rating in a report on Wednesday, July 22nd. Finally, JPMorgan Chase & Co. lifted their price objective on Marsh & McLennan Companies from $206.00 to $212.00 and gave the stock an "overweight" rating in a research report on Monday, July 13th. One analyst has 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 company's stock. According to MarketBeat, the stock has an average rating of "Hold" and an average target price of $201.94.

Marsh & McLennan Companies Stock Down 0.2%

MRSH stock opened at $188.56 on Friday. Marsh & McLennan Companies, Inc. has a twelve month low of $156.60 and a twelve month high of $213.80. The company has a market cap of $89.98 billion, a price-to-earnings ratio of 23.05, a PEG ratio of 2.71 and a beta of 0.59. The company's 50 day moving average is $177.22. 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 (NYSE:MRSH - Get Free Report) last announced its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $2.96 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.89 by $0.07. Marsh & McLennan Companies had a net margin of 14.24% and a return on equity of 32.67%. The company had revenue of $7.28 billion for the quarter. The company's revenue for the quarter was up 6.2% on a year-over-year basis. On average, research analysts expect that Marsh & McLennan Companies, Inc. will post 10.43 earnings per share for the current fiscal year.

Marsh & McLennan Companies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Thursday, July 23rd will be given a $0.99 dividend. The ex-dividend date is Thursday, July 23rd. This is a boost from Marsh & McLennan Companies's previous quarterly dividend of $0.90. This represents a $3.96 annualized dividend and a yield of 2.1%. Marsh & McLennan Companies's payout ratio is 48.41%.

About Marsh & McLennan Companies

Marsh & McLennan Companies NYSE: MMC is a global professional services firm headquartered in New York City that provides advice and solutions in the areas of risk, strategy and people. Founded in 1905, the company has grown into a diversified group of businesses focused on insurance brokerage and risk management, reinsurance, human capital and investment consulting, and management consulting. Its long history and scale position it as a prominent adviser to corporations, governments and other institutions seeking to manage risk and optimize human and financial capital.

The firm operates through several well-known subsidiaries and business units that specialize in distinct services.

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