Zacks Research Issues Pessimistic Outlook for MRSH Earnings

Key Points

• Zacks Research cut its Q2 2026 EPS estimate for Marsh & McLennan to $2.88 (from $2.93) and issued FY2027 EPS guidance of $11.19, while the consensus for the current fiscal year is $10.36 per share.
• Analyst views are mixed—several firms trimmed targets and ratings (e.g., Morgan Stanley, Bank of America) while Raymond James upgraded to a strong-buy; the street average rating is "Hold" with a $205.33 target price.
• The company recently beat quarterly EPS ($3.29 vs. $3.21) with revenue up 7.6% to $7.30B, announced a $0.90 quarterly dividend (2.2% yield), and the stock trades around $166.38.

Marsh & McLennan Companies, Inc. (NYSE:MRSH - Free Report) - Analysts at Zacks Research cut their Q2 2026 earnings per share (EPS) estimates for shares of Marsh & McLennan Companies in a research note issued 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 commented on the company. Morgan Stanley lowered their target price on Marsh & McLennan Companies from $195.00 to $190.00 and set an "equal weight" rating on the stock in a research note on Monday, April 6th. Raymond James Financial raised Marsh & McLennan Companies from an "outperform" rating to a "strong-buy" rating and set a $225.00 price target for the company in a report on Tuesday, February 17th. Citigroup raised their price objective on shares of Marsh & McLennan Companies from $201.00 to $205.00 and gave the stock a "neutral" rating in a research note on Tuesday, February 3rd. Bank of America decreased their target price on shares of Marsh & McLennan Companies from $181.00 to $174.00 and set an "underperform" rating for the company in a research note on Tuesday, April 14th. Finally, Mizuho cut their price objective on shares of Marsh & McLennan Companies from $199.00 to $193.00 and set a "neutral" rating for the company in a report on Monday, April 13th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Marsh & McLennan Companies presently has an average rating of "Hold" and an average target price of $205.33.

Marsh & McLennan Companies Stock Down 0.8%

MRSH stock opened at $166.38 on Monday. Marsh & McLennan Companies has a twelve month low of $164.89 and a twelve month high of $235.78. The company has a market capitalization of $80.16 billion, a PE ratio of 20.80, a price-to-earnings-growth ratio of 2.42 and a beta of 0.65. The company has a debt-to-equity ratio of 1.28, a current ratio of 1.11 and a quick ratio of 1.11. The company's fifty day moving average price is $173.42.

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

Marsh & McLennan Companies Announces Dividend

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

Insider Buying and Selling

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

Institutional Trading of Marsh & McLennan Companies

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. D.A. Davidson & CO. lifted its position in Marsh & McLennan Companies by 1.2% in the third quarter. D.A. Davidson & CO. now owns 4,514 shares of the financial services provider's stock valued at $910,000 after buying an additional 54 shares during the last quarter. Procyon Advisors LLC increased its position in shares of Marsh & McLennan Companies by 2.5% during the fourth quarter. Procyon Advisors LLC now owns 2,279 shares of the financial services provider's stock valued at $423,000 after acquiring an additional 56 shares during the last quarter. PFG Investments LLC lifted its holdings in shares of Marsh & McLennan Companies by 3.3% in the 4th quarter. PFG Investments LLC now owns 1,758 shares of the financial services provider's stock worth $326,000 after acquiring an additional 56 shares during the last quarter. Lindenwold Advisors INC boosted its position in shares of Marsh & McLennan Companies by 0.4% during the 3rd quarter. Lindenwold Advisors INC now owns 14,994 shares of the financial services provider's stock worth $3,022,000 after purchasing an additional 62 shares during the period. Finally, Ashton Thomas Securities LLC increased its holdings in Marsh & McLennan Companies by 1.8% in the 3rd quarter. Ashton Thomas Securities LLC now owns 3,663 shares of the financial services provider's stock valued at $736,000 after purchasing an additional 63 shares during the last quarter. Institutional investors and hedge funds own 87.99% of the company's stock.

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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