Marsh & McLennan Companies, Inc. $MRSH Shares Purchased by Hohimer Wealth Management LLC

Hohimer Wealth Management LLC lifted its position in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 29.8% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 31,730 shares of the financial services provider’s stock after purchasing an additional 7,277 shares during the quarter. Hohimer Wealth Management LLC’s holdings in Marsh & McLennan Companies were worth $5,417,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Quadrant Capital Group LLC lifted its position in Marsh & McLennan Companies by 0.6% during the third quarter. Quadrant Capital Group LLC now owns 9,612 shares of the financial services provider’s stock valued at $1,701,000 after buying an additional 53 shares during the period. Modera Wealth Management LLC boosted its holdings in shares of Marsh & McLennan Companies by 1.9% during the 3rd quarter. Modera Wealth Management LLC now owns 2,938 shares of the financial services provider’s stock valued at $502,000 after buying an additional 54 shares in the last quarter. Pinnacle Bancorp Inc. grew its position in shares of Marsh & McLennan Companies by 37.7% in the 3rd quarter. Pinnacle Bancorp Inc. now owns 219 shares of the financial services provider’s stock worth $37,000 after buying an additional 60 shares during the period. TOWER TRUST & INVESTMENT Co grew its position in shares of Marsh & McLennan Companies by 7.6% in the 3rd quarter. TOWER TRUST & INVESTMENT Co now owns 891 shares of the financial services provider’s stock worth $152,000 after buying an additional 63 shares during the period. Finally, Clearstead Trust LLC increased its stake in shares of Marsh & McLennan Companies by 12.6% in the 1st quarter. Clearstead Trust LLC now owns 668 shares of the financial services provider’s stock worth $116,000 after acquiring an additional 75 shares in the last quarter. Institutional investors own 87.99% of the company’s stock.

Insider Activity at Marsh & McLennan Companies

In other news, CEO Dean Klisura sold 4,194 shares of the stock in a transaction that occurred on Friday, October 23rd. The shares were sold at an average price of $200.00, for a total transaction of $838,800.00. Following the sale, the chief executive officer owned 20,935 shares in the company, valued at $4,187,000. This represents a 16.69% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 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 that occurred on Friday, October 23rd. The shares were sold at an average price of $200.00, for a total transaction of $243,000.00. Following the sale, the vice president directly owned 2,705 shares of the company’s stock, valued at $541,000. This trade represents a 30.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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. Corporate insiders own 0.38% of the company’s stock.

Key Stories Impacting Marsh & McLennan Companies

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.

Marsh & McLennan Companies Price Performance

Shares of NYSE:MRSH opened at $204.29 on Monday. The firm’s fifty day moving average is $183.78. 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 company has a market capitalization of $97.14 billion, a P/E ratio of 24.44, a PEG ratio of 2.77 and a beta of 0.53. Marsh & McLennan Companies, Inc. has a 1-year low of $156.60 and a 1-year high of $214.00.

Marsh & McLennan Companies (NYSE:MRSH) last announced its quarterly earnings results on Thursday, October 15th. The financial services provider reported $2.03 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.96 by $0.07. The company had revenue of $6.86 billion for the quarter. Marsh & McLennan Companies had a net margin of 14.20% and a return on equity of 33.32%. The company’s revenue for the quarter was up 8.1% on a year-over-year basis. On average, sell-side analysts anticipate that Marsh & McLennan Companies, Inc. will post 10.49 earnings per share 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 is currently 47.37%.

Wall Street Analyst Weigh In

MRSH has been the subject of a number of recent research reports. Citigroup lifted their price target on shares of Marsh & McLennan Companies from $200.00 to $203.00 and gave the company a “neutral” rating in a research report on Friday, October 16th. Evercore cut their price objective on shares of Marsh & McLennan Companies from $234.00 to $224.00 in a report on Thursday, October 8th. JPMorgan Chase & Co. raised their target price on shares of Marsh & McLennan Companies from $215.00 to $218.00 and gave the company an “overweight” rating in a research note on Tuesday, October 20th. The Goldman Sachs Group lowered their target price on shares of Marsh & McLennan Companies from $197.00 to $191.00 and set a “neutral” rating for the company in a report on Thursday, October 1st. Finally, 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. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Marsh & McLennan Companies presently has a consensus rating of “Hold” and an average price target of $205.84.

Marsh & McLennan Companies 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.