Marsh & McLennan Companies, Inc. $MRSH Holdings Decreased by Birch Hill Investment Advisors LLC

Key Points

• Birch Hill Investment Advisors reduced its Marsh & McLennan stake by 3.9% in the third quarter, selling 16,094 shares. The fund still held 394,139 shares valued at approximately $67.3 million, while institutional investors collectively owned 87.99% of the company.
• Marsh & McLennan exceeded third-quarter earnings expectations, reporting adjusted EPS of $2.03 versus the $1.96 consensus and revenue of $6.86 billion, up 8.1% year over year.
• Analyst sentiment remains cautious despite higher price targets. The stock has a consensus “Hold” rating and an average target price of $203.60; the company also declared a quarterly dividend of $0.99 per share, representing a 2.1% yield.

Birch Hill Investment Advisors LLC lowered its stake in Marsh & McLennan Companies, Inc. (NYSE:MRSH - Free Report) by 3.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 394,139 shares of the financial services provider's stock after selling 16,094 shares during the quarter. Marsh & McLennan Companies makes up approximately 2.9% of Birch Hill Investment Advisors LLC's investment portfolio, making the stock its 11th largest position. Birch Hill Investment Advisors LLC owned approximately 0.08% of Marsh & McLennan Companies worth $67,291,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Continuum Advisory LLC raised its position in Marsh & McLennan Companies by 5.3% during the first quarter. Continuum Advisory LLC now owns 1,452 shares of the financial services provider's stock worth $252,000 after acquiring an additional 73 shares in the last quarter. Clearstead Trust LLC lifted its holdings in Marsh & McLennan Companies by 12.6% during the 1st quarter. Clearstead Trust LLC now owns 668 shares of the financial services provider's stock valued at $116,000 after purchasing an additional 75 shares during the last quarter. Kintegral Advisory LLC lifted its holdings in Marsh & McLennan Companies by 0.6% during the 3rd quarter. Kintegral Advisory LLC now owns 14,387 shares of the financial services provider's stock valued at $2,456,000 after purchasing an additional 81 shares during the last quarter. Columbia Bank boosted its position in Marsh & McLennan Companies by 5.1% during the first quarter. Columbia Bank now owns 1,736 shares of the financial services provider's stock worth $301,000 after purchasing an additional 85 shares during the period. Finally, Capital Analysts LLC increased its holdings in shares of Marsh & McLennan Companies by 37.4% in the second quarter. Capital Analysts LLC now owns 312 shares of the financial services provider's stock valued at $52,000 after purchasing an additional 85 shares during the last quarter. Institutional investors own 87.99% of the company's stock.

Analyst Upgrades and Downgrades

MRSH has been the topic of several research analyst reports. 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. Mizuho lowered their price objective on Marsh & McLennan Companies from $201.00 to $190.00 and set a "neutral" rating on the stock in a research report on Wednesday, October 7th. Evercore dropped their target price on Marsh & McLennan Companies from $234.00 to $224.00 in a report on Thursday, October 8th. Wells Fargo & Company boosted their target price on shares of Marsh & McLennan Companies from $183.00 to $197.00 and gave the company an "equal weight" rating in a research report on Friday. Finally, Jefferies Financial Group decreased their price target on shares of Marsh & McLennan Companies from $193.00 to $188.00 and set a "hold" rating on the stock in a research note on Wednesday, September 30th. Two equities research analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Marsh & McLennan Companies currently has a consensus rating of "Hold" and a consensus target price of $203.60.

Key Stories Impacting Marsh & McLennan Companies

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

• Positive Sentiment: Q3 earnings and revenue exceeded expectations. Marsh reported adjusted EPS of $2.03, above the $1.96 consensus, while revenue reached $6.86 billion, an 8.1% year-over-year increase. Growth in Consulting and Risk and Insurance Services helped offset higher operating expenses. Marsh Reports Third Quarter 2026 Results
• Positive Sentiment: Management highlighted continued growth and execution. CEO John Doyle cited 5% underlying revenue growth, double-digit EPS growth, progress on the Thrive program and completion of the company’s brand transition. The earnings call also emphasized artificial intelligence initiatives and a new resilience coalition focused on rising global business risks. Marsh & McLennan Earnings Call Highlights Growth, AI Focus
• Positive Sentiment: Analysts raised their valuation targets. Citigroup increased its target from $200 to $203, while Wells Fargo raised its target from $183 to $197. Both firms retained neutral or equal-weight ratings, suggesting improved expectations but limited conviction for significant outperformance.
• Neutral Sentiment: Analyst opinion remains cautious. RBC Capital maintained its hold rating, and the latest targets remain close to the stock’s recent trading range. This indicates that the earnings beat has improved estimates without substantially changing the broader valuation debate. RBC Capital Maintains Hold Rating
• Negative Sentiment: Challenging operating conditions and higher costs remain risks. Commentary indicates that the difficult operating environment may persist, while rising expenses could pressure margins and reduce the benefit of revenue growth. Challenging Operating Environment Likely to Persist

Marsh & McLennan Companies Price Performance

Shares of Marsh & McLennan Companies stock opened at $188.65 on Friday. The company has a 50 day moving average of $181.17. The firm has a market capitalization of $90.03 billion, a price-to-earnings ratio of 22.57, a P/E/G ratio of 2.62 and a beta of 0.59. Marsh & McLennan Companies, Inc. has a fifty-two week low of $156.60 and a fifty-two week high of $198.49. The company has a debt-to-equity ratio of 1.27, a current ratio of 1.09 and a quick ratio of 1.14.

Marsh & McLennan Companies (NYSE:MRSH - Get Free Report) last announced its quarterly earnings results on Thursday, October 15th. The financial services provider reported $2.03 EPS for the quarter, beating analysts' consensus estimates of $1.96 by $0.07. Marsh & McLennan Companies had a return on equity of 33.32% and a net margin of 14.20%. The company had revenue of $6.86 billion during the quarter. The company's revenue for the quarter was up 8.1% on a year-over-year basis. On average, analysts expect that Marsh & McLennan Companies, Inc. will post 10.45 earnings per share 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. Stockholders of record on Thursday, October 1st will be paid a dividend of $0.99 per share. This represents a $3.96 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Thursday, October 1st. Marsh & McLennan Companies's dividend payout ratio (DPR) is presently 48.41%.

Insiders Place Their Bets

In other news, SVP Paul Beswick sold 713 shares of the firm's stock in a transaction on Wednesday, July 29th. The shares were 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. This trade represents a 4.17% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Martin South sold 7,100 shares of the company'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 completion of the sale, the insider owned 16,632 shares in the company, valued at $3,159,913.68. The trade was a 29.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 19,813 shares of company stock valued at $3,597,903 in the last ninety days. 0.38% of the stock is currently owned by insiders.

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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