Marsh & McLennan Companies (NYSE:MRSH) Shares Sold Off by Rep. Kevin Hern

Representative Kevin Hern (Republican-Oklahoma) recently sold shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH). In a filing disclosed on October 13th, the Representative disclosed that they had sold between $50,001 and $100,000 in Marsh & McLennan Companies stock on September 17th. The trade occurred in the Representative’s “HERN FAMILY REVOCABLE TRUST” account.

Representative Kevin Hern also recently made the following trade(s):

• Sold $15,001 – $50,000 in shares of NextEra Energy (NYSE:NEE) on 10/2/2026.
• Sold $15,001 – $50,000 in shares of Lockheed Martin (NYSE:LMT) on 9/23/2026.
• Sold $50,001 – $100,000 in shares of Devon Energy (NYSE:DVN) on 9/23/2026.
• Sold $15,001 – $50,000 in shares of Devon Energy (NYSE:DVN) on 9/23/2026.
• Sold $15,001 – $50,000 in shares of Starbucks (NASDAQ:SBUX) on 9/23/2026.
• Sold $50,001 – $100,000 in shares of Marsh & McLennan Companies (NYSE:MRSH) on 9/23/2026.
• Sold $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 9/23/2026.
• Sold $15,001 – $50,000 in shares of UnitedHealth Group (NYSE:UNH) on 9/23/2026.
• Sold $15,001 – $50,000 in shares of Chevron (NYSE:CVX) on 9/23/2026.
• Sold $1,001 – $15,000 in shares of Chubb (NYSE:CB) on 9/23/2026.

Marsh & McLennan Companies Trading Up 4.5%

MRSH opened at $186.37 on Friday. The business’s 50-day moving average price is $181.22. Marsh & McLennan Companies, Inc. has a 12-month low of $156.60 and a 12-month high of $198.49. The firm has a market cap of $88.94 billion, a price-to-earnings ratio of 22.78, a price-to-earnings-growth ratio of 2.48 and a beta of 0.59. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 1.22.

Marsh & McLennan Companies (NYSE:MRSH) last released its earnings results on Thursday, October 15th. The financial services provider reported $2.03 earnings per share for the quarter, beating the consensus estimate of $1.96 by $0.07. The company had revenue of $6.86 billion during the quarter. Marsh & McLennan Companies had a return on equity of 32.67% and a net margin of 14.24%. The firm’s quarterly revenue was up 8.1% on a year-over-year basis. On average, research analysts forecast that Marsh & McLennan Companies, Inc. will post 10.43 earnings per share for the current year.

Marsh & McLennan Companies Dividend Announcement

The company also recently announced 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. The ex-dividend date of this dividend is Thursday, October 1st. This represents a $3.96 annualized dividend and a yield of 2.1%. Marsh & McLennan Companies’s dividend payout ratio is presently 48.41%.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on MRSH shares. Cantor Fitzgerald increased their price target on shares of Marsh & McLennan Companies from $212.00 to $218.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 21st. Bank of America dropped their price objective on shares of Marsh & McLennan Companies from $179.00 to $178.00 and set an “underperform” rating for the company in a report on Wednesday, July 15th. Jefferies Financial Group cut their target price on shares of Marsh & McLennan Companies from $193.00 to $188.00 and set a “hold” rating on the stock in a research note on Wednesday, September 30th. Keefe, Bruyette & Woods reduced their target price on shares of Marsh & McLennan Companies from $203.00 to $202.00 in a report on Wednesday, August 26th. Finally, UBS Group raised their price target on shares of Marsh & McLennan Companies from $216.00 to $222.00 and gave the company a “buy” rating in a research report on Tuesday, October 6th. Two research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $202.75.

Insider Activity

In related news, Director Lloyd M. Yates sold 12,000 shares of the firm’s stock in a transaction dated Thursday, July 23rd. The stock was sold at an average price of $175.65, for a total transaction of $2,107,800.00. Following the transaction, the director owned 12,001 shares of the company’s stock, valued at $2,107,975.65. This trade represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, SVP Paul Beswick sold 713 shares of the stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $198.00, for a total value of $141,174.00. Following the sale, the senior vice president directly owned 16,376 shares of the company’s stock, valued at $3,242,448. The trade was 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. Insiders have sold 19,813 shares of company stock valued at $3,597,903 in the last ninety days. 0.38% of the stock is currently owned by company insiders.

Marsh & McLennan Companies News Roundup

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

• Positive Sentiment: Quarterly earnings and revenue beat expectations: Marsh reported adjusted earnings of $2.03 per share, above the $1.96 consensus estimate and up from $1.85 a year earlier. Revenue reached $6.86 billion, up 8.1% year over year and approximately $220 million ahead of expectations. Marsh Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Broad-based business growth supported the results: Strength in Consulting and Risk and Insurance Services helped drive revenue, while management cited 5% underlying revenue growth and double-digit EPS growth. The company also reported progress on its Thrive program and completion of its brand transition. Marsh Reports Third Quarter 2026 Results
• Positive Sentiment: Strategic resilience initiative may support long-term positioning: Marsh and Bloomberg New Economy launched a Competitive Resilience Coalition to help public- and private-sector leaders manage geopolitical, economic and other global risks. The initiative reinforces Marsh’s expertise in risk management, though its immediate financial impact is unclear. Marsh and Bloomberg New Economy Launch Coalition
• Neutral Sentiment: Analyst stance remains cautious: RBC Capital and Wells Fargo maintained Hold ratings, suggesting that the earnings beat has not yet changed their broader valuation or outlook view. RBC Capital Maintains Hold Rating
• Negative Sentiment: Higher costs limited the upside: Rising operating expenses accompanied the strong quarter, creating a margin and execution risk that could temper future earnings gains even as revenue growth remains healthy. Marsh Q3 Earnings Beat Estimates Despite Higher Costs

Hedge Funds Weigh In On Marsh & McLennan Companies

Several hedge funds have recently made changes to their positions in the company. BlackRock Inc. purchased a new stake in shares of Marsh & McLennan Companies in the 2nd quarter valued at about $6,583,806,000. Corient Private Wealth LP acquired a new stake in shares of Marsh & McLennan Companies in the second quarter valued at approximately $66,475,000. Deutsche Bank AG acquired a new stake in shares of Marsh & McLennan Companies in the second quarter valued at approximately $685,621,000. Bank of America Corp DE purchased a new position in shares of Marsh & McLennan Companies during the second quarter worth approximately $575,845,000. Finally, Artisan Partners Limited Partnership purchased a new position in shares of Marsh & McLennan Companies during the fourth quarter worth approximately $622,944,000. Hedge funds and other institutional investors own 87.99% of the company’s stock.

About Representative Hern

Kevin Hern (Republican Party) is a member of the U.S. House, representing Oklahoma’s 1st Congressional District. He assumed office on November 13, 2018. His current term ends on January 3, 2027.

Hern (Republican Party) is running for re-election to the U.S. House to represent Oklahoma’s 1st Congressional District. He declared candidacy for the 2026 election.

Kevin Hern went into business as a McDonald’s franchisee in 1999. He acquired 10 McDonald’s franchises by 2012. He served on the McDonald’s National Leadership Team for 13 years, including the tax policy team, the insurance corporation, and as chairman of the economics team. From 2011 to 2015, he was chairman of the finance committee of the Oklahoma Turnpike Authority.

About Marsh & McLennan Companies

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.