Zacks Research Issues Negative Estimate for MMC Earnings

Key Points

• Zacks Research has revised down its Q4 2025 earnings per share estimate for Marsh & McLennan Companies from $1.98 to $1.93, affecting overall earnings projections for the company.
• Recent analyst ratings indicate a consensus of "Hold" on the stock, with price targets ranging from $210.00 to $258.00, showcasing mixed sentiments among financial analysts.
• The company announced an increase in its quarterly dividend from $0.82 to $0.90, reflecting a commitment to returning value to shareholders.

Marsh & McLennan Companies, Inc. (NYSE:MMC - Free Report) - Research analysts at Zacks Research decreased their Q4 2025 earnings per share (EPS) estimates for Marsh & McLennan Companies in a research report issued on Thursday, July 31st. Zacks Research analyst R. Department now forecasts that the financial services provider will post earnings per share of $1.93 for the quarter, down from their previous forecast of $1.98. The consensus estimate for Marsh & McLennan Companies' current full-year earnings is $9.61 per share. Zacks Research also issued estimates for Marsh & McLennan Companies' Q1 2026 earnings at $3.16 EPS, Q3 2026 earnings at $2.06 EPS, Q4 2026 earnings at $2.37 EPS and FY2026 earnings at $10.21 EPS.

A number of other analysts have also recently commented on MMC. Jefferies Financial Group boosted their price target on Marsh & McLennan Companies from $237.00 to $244.00 and gave the stock a "hold" rating in a research report on Friday, April 11th. Barclays dropped their price target on Marsh & McLennan Companies from $249.00 to $233.00 and set an "equal weight" rating on the stock in a research report on Monday, July 7th. Wells Fargo & Company dropped their price target on Marsh & McLennan Companies from $229.00 to $226.00 and set an "equal weight" rating on the stock in a research report on Friday, July 18th. UBS Group lowered their price objective on Marsh & McLennan Companies from $261.00 to $258.00 and set a "buy" rating on the stock in a research report on Monday, July 21st. Finally, Keefe, Bruyette & Woods lowered their price objective on Marsh & McLennan Companies from $214.00 to $210.00 and set an "underperform" rating on the stock in a research report on Monday, July 21st. Two equities research analysts have rated the stock with a sell rating, seven have assigned a hold rating and five have given a buy rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Hold" and a consensus price target of $239.79.

Marsh & McLennan Companies Stock Performance

Marsh & McLennan Companies stock opened at $197.76 on Monday. The stock's 50 day simple moving average is $216.62 and its two-hundred day simple moving average is $224.39. The company has a debt-to-equity ratio of 1.19, a quick ratio of 1.20 and a current ratio of 1.20. The stock has a market cap of $97.22 billion, a price-to-earnings ratio of 23.71, a PEG ratio of 2.40 and a beta of 0.77. Marsh & McLennan Companies has a fifty-two week low of $196.27 and a fifty-two week high of $248.00.

Marsh & McLennan Companies (NYSE:MMC - Get Free Report) last posted its earnings results on Thursday, July 17th. The financial services provider reported $2.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.66 by $0.06. The company had revenue of $6.97 billion for the quarter, compared to analysts' expectations of $6.92 billion. Marsh & McLennan Companies had a return on equity of 31.90% and a net margin of 16.00%. Marsh & McLennan Companies's quarterly revenue was up 12.1% on a year-over-year basis. During the same period last year, the firm earned $2.41 earnings per share.

Institutional Investors Weigh In On Marsh & McLennan Companies

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Wellington Management Group LLP increased its stake in Marsh & McLennan Companies by 54.2% in the 1st quarter. Wellington Management Group LLP now owns 12,814,788 shares of the financial services provider's stock worth $3,127,193,000 after buying an additional 4,505,548 shares in the last quarter. Nuveen LLC purchased a new stake in Marsh & McLennan Companies in the 1st quarter worth $1,038,594,000. Valeo Financial Advisors LLC increased its stake in Marsh & McLennan Companies by 48,212.9% in the 2nd quarter. Valeo Financial Advisors LLC now owns 2,629,187 shares of the financial services provider's stock worth $574,845,000 after buying an additional 2,623,745 shares in the last quarter. Stifel Financial Corp increased its stake in Marsh & McLennan Companies by 551.0% in the 4th quarter. Stifel Financial Corp now owns 2,224,932 shares of the financial services provider's stock worth $472,599,000 after buying an additional 1,883,146 shares in the last quarter. Finally, GAMMA Investing LLC increased its stake in Marsh & McLennan Companies by 32,120.9% in the 1st quarter. GAMMA Investing LLC now owns 1,515,670 shares of the financial services provider's stock worth $369,869,000 after buying an additional 1,510,966 shares in the last quarter. 87.99% of the stock is currently owned by hedge funds and other institutional investors.

Marsh & McLennan Companies Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 15th. Stockholders of record on Thursday, July 24th will be paid a $0.90 dividend. This is a positive change from Marsh & McLennan Companies's previous quarterly dividend of $0.82. The ex-dividend date is Thursday, July 24th. This represents a $3.60 annualized dividend and a dividend yield of 1.8%. Marsh & McLennan Companies's dividend payout ratio (DPR) is currently 43.17%.

Marsh & McLennan Companies Company Profile

Marsh & McLennan Cos., Inc is a professional services firm, which engages in offering clients advice and solutions in risk, strategy, and people. It operates through the Risk and Insurance Services, and Consulting segments. The Risk and Insurance Services segment is involved in risk management activities, as well as insurance and reinsurance broking and services.

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