Whittier Trust Co. Increases Stock Position in Marsh & McLennan Companies, Inc. $MRSH

Whittier Trust Co. lifted its holdings in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 2.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 178,471 shares of the financial services provider’s stock after buying an additional 4,069 shares during the quarter. Whittier Trust Co.’s holdings in Marsh & McLennan Companies were worth $33,114,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Numerai GP LLC lifted its stake in Marsh & McLennan Companies by 966.2% in the 3rd quarter. Numerai GP LLC now owns 37,220 shares of the financial services provider’s stock worth $7,501,000 after purchasing an additional 33,729 shares in the last quarter. Rockland Trust Co. lifted its stake in Marsh & McLennan Companies by 801.6% in the 3rd quarter. Rockland Trust Co. now owns 12,073 shares of the financial services provider’s stock worth $2,433,000 after purchasing an additional 10,734 shares in the last quarter. Barclays PLC lifted its stake in Marsh & McLennan Companies by 41.7% in the 3rd quarter. Barclays PLC now owns 2,202,372 shares of the financial services provider’s stock worth $443,844,000 after purchasing an additional 647,987 shares in the last quarter. Navera Investment Management Ltd. lifted its stake in Marsh & McLennan Companies by 7.0% in the 3rd quarter. Navera Investment Management Ltd. now owns 1,623,960 shares of the financial services provider’s stock worth $327,303,000 after purchasing an additional 105,954 shares in the last quarter. Finally, Bridges Investment Management Inc. lifted its stake in Marsh & McLennan Companies by 4.4% in the 3rd quarter. Bridges Investment Management Inc. now owns 76,196 shares of the financial services provider’s stock worth $15,356,000 after purchasing an additional 3,177 shares in the last quarter. 87.99% of the stock is currently owned by hedge funds and other institutional investors.

Marsh & McLennan Companies Price Performance

Shares of NYSE:MRSH opened at $182.72 on Friday. The business has a fifty day moving average of $173.49. The company has a market cap of $88.46 billion, a price-to-earnings ratio of 21.68, a price-to-earnings-growth ratio of 2.41 and a beta of 0.75. Marsh & McLennan Companies, Inc. has a one year low of $164.89 and a one year high of $235.78. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.20.

Marsh & McLennan Companies (NYSE:MRSH) last issued its quarterly earnings results on Thursday, April 16th. The financial services provider reported $3.29 EPS for the quarter, topping analysts’ consensus estimates of $3.21 by $0.08. Marsh & McLennan Companies had a net margin of 15.42% and a return on equity of 31.60%. The firm had revenue of $7.30 billion for the quarter. Marsh & McLennan Companies’s revenue for the quarter was up 7.6% on a year-over-year basis. As a group, equities research analysts expect that Marsh & McLennan Companies, Inc. will post 9.61 EPS for the current year.

Marsh & McLennan Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 9th will be issued a dividend of $0.90 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $3.60 annualized dividend and a dividend yield of 2.0%. Marsh & McLennan Companies’s dividend payout ratio (DPR) is currently 42.70%.

Insider Activity at Marsh & McLennan Companies

In related news, CEO John Q. Doyle sold 16,655 shares of the stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $183.30, for a total transaction of $3,052,861.50. Following the transaction, 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.38% of the company’s stock.

More Marsh & McLennan Companies News

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

• Positive Sentiment: Q1 results beat expectations: non?GAAP EPS $3.29 (beat) and revenue growth ~7.6%–8%, driven by Mercer and consulting strength — a core reason the shares rallied after the release. Read More.
• Positive Sentiment: Earnings call highlighted organic growth initiatives and AI investments that management says should drive margins and client retention long term — supportive for forward growth expectations. Read More.
• Neutral Sentiment: Analyst/market commentary notes valuation may be attractive after the pullback; some investors view the Q1 beat as confirming resilience, but upside is seen as tied to execution and managing expense pressures. Read More.
• Negative Sentiment: New regulatory risk disclosure: the company warned of a broad regulation-category risk that could materially affect financial performance — this fresh caveat increases investor uncertainty and likely weighed on the stock today. Read More.
• Negative Sentiment: Analyst pressure persists: Bank of America maintained a sell rating and some brokers recently trimmed price targets, which amplifies downside risk despite the beat and can trigger short?term selling. Read More.
• Negative Sentiment: Reports note the shares slid after an analyst target cut prior to the regulatory disclosure — momentum from the Q1 beat has been partly offset by analyst actions. Read More.

Analyst Upgrades and Downgrades

MRSH has been the topic of several recent analyst reports. Evercore lowered their target price on shares of 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. Mizuho lowered their target price on shares of Marsh & McLennan Companies from $199.00 to $193.00 and set a “neutral” rating on the stock in a research note on Monday. Bank of America decreased their price target on shares of Marsh & McLennan Companies from $181.00 to $174.00 and set an “underperform” rating on the stock in a report on Tuesday. Wells Fargo & Company decreased their price target on shares of Marsh & McLennan Companies from $203.00 to $178.00 and set an “equal weight” rating on the stock in a report on Thursday, April 9th. Finally, Royal Bank Of Canada reissued a “sector perform” rating and issued a $200.00 price target on shares of Marsh & McLennan Companies in a report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $205.33.

Marsh & McLennan Companies 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.