Zacks Research Issues Negative Outlook for MRSH Earnings

Key Points

• Zacks Research cut its Q2 2026 EPS estimate for Marsh & McLennan to $2.88 from $2.93 and projects FY2027 EPS of $11.19, while the current full‑year consensus sits at $10.36.
• Several brokers have trimmed price targets (JPMorgan, Barclays among them) and MarketBeat shows a consensus rating of Hold with a $205.33 price target; MRSH recently traded near $167.30 (1‑year range $164.89–$235.78) with a market cap of ~$80.6B and a P/E of 20.91.
• Operationally, MMCo. beat Q1 estimates (EPS $3.29 vs. $3.21) with revenue up 7.6% YoY, declared a $0.90 quarterly dividend (3.60 annualized, ~2.2% yield), and CEO John Q. Doyle sold 16,655 shares, a ~12.48% reduction in his holdings.

Marsh & McLennan Companies, Inc. (NYSE:MRSH - Free Report) - Investment analysts at Zacks Research reduced their Q2 2026 earnings estimates for shares of Marsh & McLennan Companies in a note issued to investors on Thursday, April 30th. Zacks Research analyst Team now expects that the financial services provider will post earnings per share of $2.88 for the quarter, down from their previous forecast of $2.93. The consensus estimate for Marsh & McLennan Companies' current full-year earnings is $10.36 per share. Zacks Research also issued estimates for Marsh & McLennan Companies' Q1 2027 earnings at $3.44 EPS, Q4 2027 earnings at $2.61 EPS and FY2027 earnings at $11.19 EPS.

A number of other analysts also recently issued reports on the company. JPMorgan Chase & Co. lowered their price target on Marsh & McLennan Companies from $226.00 to $206.00 and set an "overweight" rating for the company in a research report on Thursday, April 9th. Evercore reduced their target price on Marsh & McLennan Companies from $237.00 to $236.00 and set an "outperform" rating on the stock in a research note on Wednesday, January 7th. Cantor Fitzgerald increased their target price on Marsh & McLennan Companies from $208.00 to $212.00 and gave the stock an "overweight" rating in a research note on Monday, February 2nd. Citigroup increased their target price on Marsh & McLennan Companies from $201.00 to $205.00 and gave the stock a "neutral" rating in a research note on Tuesday, February 3rd. Finally, Barclays reduced their target price on Marsh & McLennan Companies from $209.00 to $206.00 and set an "overweight" rating on the stock in a research note on Wednesday, April 8th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Hold" and a consensus price target of $205.33.

Marsh & McLennan Companies Price Performance

MRSH stock opened at $167.30 on Monday. Marsh & McLennan Companies has a 1-year low of $164.89 and a 1-year high of $235.78. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 1.28. The company has a market cap of $80.60 billion, a P/E ratio of 20.91, a price-to-earnings-growth ratio of 2.45 and a beta of 0.65. The business has a 50 day simple moving average of $173.34.

Marsh & McLennan Companies (NYSE:MRSH - Get Free Report) last posted its quarterly earnings results on Thursday, April 16th. The financial services provider reported $3.29 earnings per share for the quarter, topping the consensus estimate of $3.21 by $0.08. Marsh & McLennan Companies had a return on equity of 31.87% and a net margin of 14.26%.The business had revenue of $7.30 billion during the quarter. The business's revenue for the quarter was up 7.6% on a year-over-year basis.

Marsh & McLennan Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 9th will be given a dividend of $0.90 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $3.60 dividend on an annualized basis and a yield of 2.2%. Marsh & McLennan Companies's dividend payout ratio (DPR) is presently 45.00%.

Insiders Place Their Bets

In related news, CEO John Q. Doyle sold 16,655 shares of the firm's stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $183.30, for a total transaction of $3,052,861.50. Following the sale, the chief executive officer owned 116,811 shares of the company's stock, valued at $21,411,456.30. This trade represents a 12.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.38% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Marsh & McLennan Companies

A number of institutional investors have recently added to or reduced their stakes in MRSH. Pinnacle Bancorp Inc. purchased a new stake in shares of Marsh & McLennan Companies during the third quarter worth about $25,000. Headlands Technologies LLC purchased a new stake in shares of Marsh & McLennan Companies during the second quarter worth about $29,000. Solstein Capital LLC purchased a new stake in shares of Marsh & McLennan Companies during the fourth quarter worth about $25,000. SHP Wealth Management purchased a new stake in shares of Marsh & McLennan Companies during the fourth quarter worth about $26,000. Finally, KERR FINANCIAL PLANNING Corp purchased a new stake in shares of Marsh & McLennan Companies during the fourth quarter worth about $27,000. Institutional investors own 87.99% of the company's stock.

Marsh & McLennan Companies Company Profile

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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