Marsh & McLennan Companies, Inc. $MRSH Stock: Waycross Partners LLC Raises Position

Waycross Partners LLC grew its stake in Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 7.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 187,395 shares of the financial services provider’s stock after buying an additional 12,758 shares during the period. Marsh & McLennan Companies accounts for 2.5% of Waycross Partners LLC’s investment portfolio, making the stock its 19th largest holding. Waycross Partners LLC’s holdings in Marsh & McLennan Companies were worth $31,994,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Ashton Thomas Private Wealth LLC increased its position in shares of Marsh & McLennan Companies by 0.9% during the third quarter. Ashton Thomas Private Wealth LLC now owns 12,764 shares of the financial services provider’s stock worth $2,179,000 after purchasing an additional 118 shares in the last quarter. CenterBook Partners LP acquired a new stake in shares of Marsh & McLennan Companies in the 3rd quarter valued at about $2,610,000. International Assets Investment Management LLC grew its stake in Marsh & McLennan Companies by 14.2% during the 3rd quarter. International Assets Investment Management LLC now owns 1,704 shares of the financial services provider’s stock worth $293,000 after buying an additional 212 shares during the last quarter. Allegiance Financial Group Advisory Services LLC purchased a new position in Marsh & McLennan Companies during the 3rd quarter worth approximately $299,000. Finally, Calamos Advisors LLC increased its position in Marsh & McLennan Companies by 2.1% during the third quarter. Calamos Advisors LLC now owns 131,938 shares of the financial services provider’s stock worth $22,526,000 after buying an additional 2,669 shares during the period. 87.99% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts have weighed in on MRSH shares. Cantor Fitzgerald boosted their price objective on Marsh & McLennan Companies from $212.00 to $218.00 and gave the company an “overweight” rating in a research note on Tuesday, July 21st. Wells Fargo & Company lifted 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 report on Friday, October 16th. JPMorgan Chase & Co. increased their price target on shares of Marsh & McLennan Companies from $215.00 to $218.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 20th. Jefferies Financial Group lowered their price objective on shares of Marsh & McLennan Companies from $193.00 to $188.00 and set a “hold” rating on the stock in a research report on Wednesday, September 30th. Finally, BMO Capital Markets upgraded shares of Marsh & McLennan Companies from a “market perform” rating to an “outperform” rating and lifted their price objective for the company from $204.00 to $230.00 in a research note on Tuesday. Two equities research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $205.84.

Marsh & McLennan Companies News Summary

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

• Positive Sentiment: Zacks Research raised its FY2027 EPS estimate to $11.39 from $11.23 and FY2028 to $12.28 from $12.13. It also nudged several quarterly forecasts higher. These revisions point to improving expectations for earnings growth, though they are one research firm’s estimates.
• Positive Sentiment: BMO Capital Markets raised MRSH to Outperform, a favorable analyst rating that may bolster investor sentiment. Read article: Marsh & McLennan Companies Raised to Outperform at BMO Capital Markets
• Positive Sentiment: A published valuation analysis says MRSH may be 27% undervalued following the AltamarCAM deal, suggesting potential upside if investors agree with its assessment. Read article: Marsh Stock May Be 27% Undervalued Following AltamarCAM Deal
• Neutral Sentiment: Marsh appointed Marcus Baker chairman and Michael Walls global head of Marine, Cargo, and Logistics. The leadership changes may be relevant to the business, but the report provides no financial details indicating an immediate earnings impact. Read article: Marsh & McLennan appoints Marcus Baker and Michael Walls
• Negative Sentiment: Zacks lowered its Q4 2026 EPS estimate to $2.15 from $2.19 and Q3 2027 to $2.19 from $2.21. Its FY2026 estimate of $10.43 also remains below the cited consensus of $10.48, indicating some near-term caution.

Insider Buying and Selling at Marsh & McLennan Companies

In related news, CEO Dean Klisura sold 4,194 shares of the stock in a transaction dated Friday, October 23rd. The shares were sold at an average price of $200.00, for a total transaction of $838,800.00. Following the completion of the transaction, the chief executive officer directly owned 20,935 shares of the company’s stock, valued at $4,187,000. This represents a 16.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Stacy Mills sold 1,215 shares of the firm’s stock in a transaction dated Friday, October 23rd. The shares were sold at an average price of $200.00, for a total transaction of $243,000.00. Following the completion of the sale, the vice president owned 2,705 shares of the company’s stock, valued at approximately $541,000. The trade was a 30.99% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 0.38% of the stock is currently owned by company insiders.

Marsh & McLennan Companies Price Performance

Shares of NYSE:MRSH traded down $5.14 during trading on Friday, reaching $204.29. The company had a trading volume of 2,347,852 shares, compared to its average volume of 2,570,876. Marsh & McLennan Companies, Inc. has a fifty-two week low of $156.60 and a fifty-two week high of $214.00. The company has a debt-to-equity ratio of 1.27, a current ratio of 1.09 and a quick ratio of 1.09. The firm’s fifty day moving average price is $183.78. The company has a market cap of $97.14 billion, a price-to-earnings ratio of 24.44, a price-to-earnings-growth ratio of 2.78 and a beta of 0.53.

Marsh & McLennan Companies (NYSE:MRSH) last issued its quarterly earnings results on Thursday, October 15th. The financial services provider reported $2.03 earnings per share for the quarter, topping the consensus estimate 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 firm had revenue of $6.86 billion during the quarter. The firm’s revenue was up 8.1% compared to the same quarter last year. On average, equities analysts anticipate that Marsh & McLennan Companies, Inc. will post 10.49 EPS for the current fiscal year.

Marsh & McLennan Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Thursday, October 1st will be paid a $0.99 dividend. This represents a $3.96 annualized dividend and a dividend yield of 1.9%. The ex-dividend date is Thursday, October 1st. Marsh & McLennan Companies’s dividend payout ratio (DPR) is 47.37%.

Marsh & McLennan Companies Company Profile

Marsh & McLennan Companies, now known as Marsh, is a professional services firm focused on risk, strategy and people. Its businesses help organizations assess and manage risk, arrange insurance and reinsurance, and address workforce and organizational challenges.

The company operates through Marsh, an insurance brokerage and risk advisory business; Guy Carpenter, which specializes in reinsurance and related risk services; Mercer, which provides health, wealth and career consulting; and Oliver Wyman, a management consulting firm.