Ninety One North America Inc. Purchases 103,201 Shares of Marsh & McLennan Companies, Inc. $MRSH

Ninety One North America Inc. raised its position in Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 34.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 401,969 shares of the financial services provider’s stock after acquiring an additional 103,201 shares during the quarter. Marsh & McLennan Companies makes up approximately 3.5% of Ninety One North America Inc.’s portfolio, making the stock its 6th biggest position. Ninety One North America Inc. owned 0.08% of Marsh & McLennan Companies worth $68,628,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. BlackRock Inc. acquired a new stake in Marsh & McLennan Companies in the 2nd quarter valued at about $6,583,806,000. Deutsche Bank AG purchased a new position in Marsh & McLennan Companies in the second quarter worth approximately $685,621,000. Artisan Partners Limited Partnership purchased a new position in Marsh & McLennan Companies in the fourth quarter worth approximately $622,944,000. Arrowstreet Capital Limited Partnership grew its holdings in Marsh & McLennan Companies by 25.3% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 3,454,586 shares of the financial services provider’s stock worth $599,198,000 after acquiring an additional 697,541 shares in the last quarter. Finally, Bank of America Corp DE acquired a new position in Marsh & McLennan Companies during the 2nd quarter worth approximately $575,845,000. Institutional investors and hedge funds own 87.99% of the company’s stock.

Marsh & McLennan Companies Stock Up 5.3%

MRSH traded up $9.54 on Thursday, reaching $187.94. The company’s stock had a trading volume of 1,973,988 shares, compared to its average volume of 2,808,256. The company has a market capitalization of $89.68 billion, a P/E ratio of 22.97, a price-to-earnings-growth ratio of 2.46 and a beta of 0.59. Marsh & McLennan Companies, Inc. has a fifty-two week low of $156.60 and a fifty-two week high of $198.49. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 1.22. The business has a 50 day simple moving average of $181.35.

Marsh & McLennan Companies (NYSE:MRSH) last released its quarterly earnings data on Thursday, October 15th. The financial services provider reported $2.03 earnings per share 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 14.24% and a return on equity of 32.67%. Marsh & McLennan Companies’s quarterly revenue was up 8.1% compared to the same quarter last year. As a group, analysts anticipate that Marsh & McLennan Companies, Inc. will post 10.43 earnings per share for the current fiscal year.

Marsh & McLennan Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Thursday, October 1st will be given a $0.99 dividend. This represents a $3.96 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Thursday, October 1st. Marsh & McLennan Companies’s dividend payout ratio (DPR) is 48.41%.

Insider Activity at Marsh & McLennan Companies

In other news, SVP Paul Beswick sold 713 shares of the business’s stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $198.00, for a total value of $141,174.00. Following the completion of the sale, the senior vice president directly owned 16,376 shares of the company’s stock, valued at approximately $3,242,448. The trade was a 4.17% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Martin South sold 7,100 shares of the company’s stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $189.99, for a total value of $1,348,929.00. Following the completion of the sale, the insider directly owned 16,632 shares of the company’s stock, valued at approximately $3,159,913.68. This trade represents a 29.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 19,813 shares of company stock valued at $3,597,903 in the last ninety days. Insiders own 0.38% of the company’s stock.

Marsh & McLennan Companies News Summary

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

• Positive Sentiment: Quarterly earnings beat expectations: MRSH reported non-GAAP earnings of $2.03 per share, above the $1.96 consensus estimate and up from $1.85 a year earlier. Marsh Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Revenue also exceeded forecasts: Third-quarter revenue reached $6.86 billion, approximately $220 million above estimates and 8.1% higher year over year. Management cited 5% underlying revenue growth and double-digit EPS growth. Marsh Reports Third Quarter 2026 Results
• Positive Sentiment: Execution initiatives are progressing: CEO John Doyle said the company made significant progress on its Thrive program and completed its brand transition, potentially supporting operating efficiency and longer-term growth. Marsh Reports Third Quarter 2026 Results
• Neutral Sentiment: MRSH and Bloomberg New Economy launched a Competitive Resilience Coalition focused on helping businesses and governments manage major risks. The initiative may enhance the company’s profile but is unlikely to materially affect near-term financial results. Marsh and Bloomberg New Economy Launch Coalition
• Negative Sentiment: Analyst caution remains: RBC Capital Markets, Wells Fargo and KBW maintained Hold ratings, while Bank of America Securities retained its Sell rating. These unchanged views could limit further upside despite the earnings beat.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on MRSH shares. Bank of America reduced their price objective on shares of Marsh & McLennan Companies from $179.00 to $178.00 and set an “underperform” rating on the stock in a report on Wednesday, July 15th. Weiss Ratings upgraded shares of Marsh & McLennan Companies from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, August 7th. Keefe, Bruyette & Woods lowered their target price on shares of Marsh & McLennan Companies from $203.00 to $202.00 in a research note on Wednesday, August 26th. Erste Group Bank raised Marsh & McLennan Companies to a “strong-buy” rating in a report on Tuesday, September 8th. Finally, Cantor Fitzgerald raised their price target 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. Two equities research analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Marsh & McLennan Companies currently has an average rating of “Hold” and an average price target of $202.75.

Marsh & McLennan Companies Company Profile

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.