Marsh & McLennan Companies, Inc. $MRSH Shares Sold by Formuepleje A S

Key Points

• Formuepleje A S reduced its MRSH position by 12.3%, selling 5,768 shares and retaining 41,134 shares valued at approximately $7.0 million. Institutional investors collectively own 87.99% of the company.
• Shares rose 5.7% to $188.53 after Marsh McLennan reported quarterly EPS of $2.03, beating estimates of $1.96, while revenue increased 8.1% year over year to $6.86 billion.
• The company declared a quarterly dividend of $0.99 per share, representing a $3.96 annualized payout and a 2.1% yield. Analysts maintain a consensus “Hold” rating with an average price target of $202.75.

Formuepleje A S cut its holdings in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH - Free Report) by 12.3% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 41,134 shares of the financial services provider's stock after selling 5,768 shares during the period. Marsh & McLennan Companies makes up about 0.6% of Formuepleje A S's portfolio, making the stock its 29th largest holding. Formuepleje A S's holdings in Marsh & McLennan Companies were worth $7,023,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of MRSH. Ninety One North America Inc. lifted its position in shares of Marsh & McLennan Companies by 34.5% during the 3rd quarter. Ninety One North America Inc. now owns 401,969 shares of the financial services provider's stock valued at $68,628,000 after buying an additional 103,201 shares in the last quarter. Turtle Creek Wealth Advisors LLC increased its holdings in Marsh & McLennan Companies by 32.4% in the 3rd quarter. Turtle Creek Wealth Advisors LLC now owns 4,010 shares of the financial services provider's stock worth $685,000 after acquiring an additional 981 shares in the last quarter. Mather Group LLC. raised its position in Marsh & McLennan Companies by 33.0% during the third quarter. Mather Group LLC. now owns 1,553 shares of the financial services provider's stock worth $265,000 after acquiring an additional 385 shares during the period. Reliant Investment Management LLC acquired a new position in Marsh & McLennan Companies during the third quarter worth $353,000. Finally, First Citizens Bank & Trust Co. lifted its holdings in Marsh & McLennan Companies by 106.3% during the third quarter. First Citizens Bank & Trust Co. now owns 14,676 shares of the financial services provider's stock valued at $2,506,000 after purchasing an additional 7,561 shares in the last quarter. Hedge funds and other institutional investors own 87.99% of the company's stock.

Marsh & McLennan Companies Trading Up 5.7%

MRSH traded up $10.13 on Thursday, hitting $188.53. 1,888,132 shares of the company's stock were exchanged, compared to its average volume of 2,807,946. 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 market capitalization of $89.97 billion, a PE ratio of 23.07, a price-to-earnings-growth ratio of 2.46 and a beta of 0.59. The firm's 50-day simple moving average is $181.35. The company has a debt-to-equity ratio of 1.22, a quick ratio of 1.14 and a current ratio of 1.14.

Marsh & McLennan Companies (NYSE:MRSH - Get Free Report) last issued its 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. The business had revenue of $6.86 billion during the quarter. Marsh & McLennan Companies had a net margin of 14.24% and a return on equity of 32.67%. The company's revenue for the quarter was up 8.1% compared to the same quarter last year. On average, equities analysts predict that Marsh & McLennan Companies, Inc. will post 10.43 EPS for the current year.

Marsh & McLennan Companies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Thursday, October 1st will be paid a dividend of $0.99 per share. This represents a $3.96 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Thursday, October 1st. Marsh & McLennan Companies's dividend payout ratio is currently 48.41%.

More Marsh & McLennan Companies News

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

• Positive Sentiment: Quarterly earnings beat expectations: MRSH reported non-GAAP earnings of $2.03 per share, above the $1.96 consensus estimate and up from $1.85 a year earlier. Marsh Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Revenue also exceeded forecasts: Third-quarter revenue reached $6.86 billion, approximately $220 million above estimates and 8.1% higher year over year. Management cited 5% underlying revenue growth and double-digit EPS growth. Marsh Reports Third Quarter 2026 Results
• Positive Sentiment: Execution initiatives are progressing: CEO John Doyle said the company made significant progress on its Thrive program and completed its brand transition, potentially supporting operating efficiency and longer-term growth. Marsh Reports Third Quarter 2026 Results
• Neutral Sentiment: MRSH and Bloomberg New Economy launched a Competitive Resilience Coalition focused on helping businesses and governments manage major risks. The initiative may enhance the company’s profile but is unlikely to materially affect near-term financial results. Marsh and Bloomberg New Economy Launch Coalition
• Negative Sentiment: Analyst caution remains: RBC Capital Markets, Wells Fargo and KBW maintained Hold ratings, while Bank of America Securities retained its Sell rating. These unchanged views could limit further upside despite the earnings beat.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on MRSH shares. Cantor Fitzgerald boosted their target price on shares of Marsh & McLennan Companies from $212.00 to $218.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 21st. Morgan Stanley reduced their price target on shares of Marsh & McLennan Companies from $200.00 to $180.00 and set an "equal weight" rating for the company in a research report on Tuesday, October 6th. JPMorgan Chase & Co. raised their price target on shares of Marsh & McLennan Companies from $212.00 to $215.00 and gave the company an "overweight" rating in a research note on Thursday, October 1st. Keefe, Bruyette & Woods lowered their price objective on Marsh & McLennan Companies from $203.00 to $202.00 in a report on Wednesday, August 26th. Finally, Jefferies Financial Group cut their price objective on Marsh & McLennan Companies from $193.00 to $188.00 and set a "hold" rating for the company 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 issued a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Hold" and an average price target of $202.75.

Insider Buying and Selling at Marsh & McLennan Companies

In other Marsh & McLennan Companies news, insider Martin South sold 7,100 shares of the stock in a transaction dated 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 approximately $3,159,913.68. This 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 firm'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 directly owned 16,376 shares in the company, valued at $3,242,448. This trade represents 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. In the last quarter, insiders sold 19,813 shares of company stock worth $3,597,903. Insiders own 0.38% of the company's stock.

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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