Marsh & McLennan Companies, Inc. $MRSH Shares Acquired by Cwm LLC

Cwm LLC lifted its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 76.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 64,363 shares of the financial services provider’s stock after acquiring an additional 27,858 shares during the period. Cwm LLC’s holdings in Marsh & McLennan Companies were worth $11,941,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in MRSH. Hanson & Doremus Investment Management grew its holdings in shares of Marsh & McLennan Companies by 31.3% during the 3rd quarter. Hanson & Doremus Investment Management now owns 214 shares of the financial services provider’s stock worth $43,000 after purchasing an additional 51 shares during the period. D.A. Davidson & CO. grew its holdings in shares of Marsh & McLennan Companies by 1.2% during the 3rd quarter. D.A. Davidson & CO. now owns 4,514 shares of the financial services provider’s stock worth $910,000 after purchasing an additional 54 shares during the period. Procyon Advisors LLC grew its holdings in shares of Marsh & McLennan Companies by 2.5% during the 4th quarter. Procyon Advisors LLC now owns 2,279 shares of the financial services provider’s stock worth $423,000 after purchasing an additional 56 shares during the period. PFG Investments LLC grew its holdings in shares of Marsh & McLennan Companies by 3.3% during the 4th quarter. PFG Investments LLC now owns 1,758 shares of the financial services provider’s stock worth $326,000 after purchasing an additional 56 shares during the period. Finally, Lindenwold Advisors INC lifted its holdings in shares of Marsh & McLennan Companies by 0.4% in the 3rd quarter. Lindenwold Advisors INC now owns 14,994 shares of the financial services provider’s stock worth $3,022,000 after acquiring an additional 62 shares during the last quarter. Institutional investors and hedge funds own 87.99% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. JPMorgan Chase & Co. lowered their price objective on shares of Marsh & McLennan Companies from $226.00 to $206.00 and set an “overweight” rating for the company in a research report on Thursday, April 9th. Cantor Fitzgerald increased their price objective on shares of Marsh & McLennan Companies from $208.00 to $212.00 and gave the stock an “overweight” rating in a research report on Monday, February 2nd. Keefe, Bruyette & Woods increased their price objective on shares of Marsh & McLennan Companies from $200.00 to $203.00 and gave the stock a “market perform” rating in a research report on Friday. Evercore cut their price objective on Marsh & McLennan Companies from $237.00 to $236.00 and set an “outperform” rating on the stock in a report on Wednesday, January 7th. Finally, Wells Fargo & Company cut their price objective on 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. 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 given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $205.33.

Key Stories Impacting Marsh & McLennan Companies

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

• Positive Sentiment: Q1 results beat expectations — non‑GAAP EPS $3.29 vs. ~$3.21 estimate and revenue roughly $7.3B with ~8% year‑over‑year growth; Mercer/consulting drove strength. Marsh (MRSH) Beats Q1 Earnings and Revenue Estimates
• Positive Sentiment: Earnings call highlighted continued growth initiatives and AI investments that management says support long‑term revenue/consulting momentum — a potential positive catalyst for future margins. Marsh & McLennan Earnings Call Highlights Growth and AI
• Positive Sentiment: Keefe, Bruyette & Woods raised its price target to $203 (market‑perform), implying upside from current levels — a modest vote of confidence from an analyst. Price Target Raise
• Neutral Sentiment: Commentary and analyst pieces note that valuation looks more attractive after the pullback — could attract value buyers but depends on execution and margin trends. Marsh & McLennan: The Valuation May Finally Be Here
• Negative Sentiment: Bank of America maintained a sell rating on MRSH, providing a counterweight to upbeat results and likely contributing to short‑term selling pressure. Bank of America Sticks to Sell Rating
• Negative Sentiment: Company disclosed a new regulation‑category risk that could materially affect financial performance — an added uncertainty that can weigh on sentiment until clarified. Regulatory Risk Disclosure

Marsh & McLennan Companies Stock Performance

Shares of MRSH stock opened at $176.35 on Friday. The company has a quick ratio of 1.10, a current ratio of 1.11 and a debt-to-equity ratio of 1.28. The firm has a market capitalization of $85.38 billion, a PE ratio of 22.04, a P/E/G ratio of 2.51 and a beta of 0.75. The company has a 50 day simple moving average of $173.66. Marsh & McLennan Companies, Inc. has a fifty-two week low of $164.89 and a fifty-two week high of $235.78.

Marsh & McLennan Companies (NYSE:MRSH) last released its earnings results on Thursday, April 16th. The financial services provider reported $3.29 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.21 by $0.08. The firm had revenue of $7.30 billion during the quarter. Marsh & McLennan Companies had a return on equity of 31.87% and a net margin of 14.26%.The company’s revenue was up 7.6% compared to the same quarter last year. On average, research analysts forecast that Marsh & McLennan Companies, Inc. will post 9.61 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, May 15th. Investors of record on Thursday, April 9th will be issued a $0.90 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $3.60 annualized dividend and a yield of 2.0%. Marsh & McLennan Companies’s dividend payout ratio (DPR) is 45.00%.

Insiders Place Their Bets

In related news, CEO John Q. Doyle sold 16,655 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $183.30, for a total value of $3,052,861.50. Following the sale, the chief executive officer owned 116,811 shares of the company’s stock, valued at $21,411,456.30. This trade represents a 12.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.38% of the stock is currently owned by company insiders.

Marsh & McLennan Companies Company 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.