Longfellow Investment Management Co. LLC Has $882,000 Stock Position in Marsh & McLennan Companies, Inc. $MRSH

Longfellow Investment Management Co. LLC boosted its stake in Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 25,652.9% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,378 shares of the financial services provider’s stock after purchasing an additional 4,361 shares during the quarter. Longfellow Investment Management Co. LLC’s holdings in Marsh & McLennan Companies were worth $882,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Norges Bank acquired a new position in shares of Marsh & McLennan Companies in the 2nd quarter valued at approximately $1,328,587,000. Soundwatch Capital LLC acquired a new position in Marsh & McLennan Companies during the second quarter valued at approximately $560,820,000. Mackenzie Financial Corp lifted its stake in Marsh & McLennan Companies by 212.6% during the second quarter. Mackenzie Financial Corp now owns 2,285,194 shares of the financial services provider’s stock worth $499,635,000 after purchasing an additional 1,554,114 shares during the last quarter. Amundi boosted its holdings in shares of Marsh & McLennan Companies by 89.2% in the 2nd quarter. Amundi now owns 2,892,576 shares of the financial services provider’s stock valued at $615,309,000 after purchasing an additional 1,363,706 shares in the last quarter. Finally, Vanguard Group Inc. increased its stake in shares of Marsh & McLennan Companies by 1.8% in the 2nd quarter. Vanguard Group Inc. now owns 46,158,562 shares of the financial services provider’s stock valued at $10,092,108,000 after purchasing an additional 837,117 shares during the last quarter. 87.99% of the stock is owned by institutional investors.

Marsh & McLennan Companies News Roundup

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

• Positive Sentiment: Recent quarterly results and a new dividend reinforce fundamentals: MMCo reported an earnings beat and revenue growth, and the company declared a $0.90 quarterly dividend (ex-dividend April 9, payable May 15), which supports income-oriented demand. John Doyle Sells 16,655 Shares of Marsh & McLennan Companies (NYSE:MRSH) Stock
• Positive Sentiment: Analyst coverage is mixed-to-favorable: some firms maintained or raised targets (including a Raymond James upgrade) and consensus price targets remain above the current level, which can underpin buying interest. Analysts Set Marsh (NYSE:MRSH) Target Price at $207.38
• Neutral Sentiment: Market write-ups and peer comparisons continue to circulate (analyst notes / comparison pieces) but don’t introduce new company-specific catalysts; they provide context for relative valuation and may influence longer-term flows rather than intraday moves. Comparing Marsh & McLennan Companies (NYSE:MRSH) & Health In Tech (NASDAQ:HIT)
• Negative Sentiment: CEO John Q. Doyle sold 16,655 shares (~$3.05M at ~$183.30), reducing his stake by ~12.5%. Insider selling can weigh on sentiment because it may be interpreted as reduced insider conviction or a signal of liquidity needs. John Doyle Sells 16,655 Shares of Marsh & McLennan Companies (NYSE:MRSH) Stock
• Negative Sentiment: Legal risk: a Bloomberg Law ruling requires Marsh & McLennan to face a fiduciary-breach case tied to health-plan management — this introduces litigation risk and potential remediation costs that can cap valuation multiple until resolved. Marsh & McLennan Must Face Health Plan Fiduciary Breach Case

Marsh & McLennan Companies Price Performance

MRSH opened at $184.91 on Friday. The company has a debt-to-equity ratio of 1.20, a quick ratio of 1.10 and a current ratio of 1.10. Marsh & McLennan Companies, Inc. has a fifty-two week low of $170.37 and a fifty-two week high of $248.00. The company has a market cap of $89.52 billion, a price-to-earnings ratio of 21.93, a price-to-earnings-growth ratio of 2.51 and a beta of 0.74.

Marsh & McLennan Companies (NYSE:MRSH) last issued its quarterly earnings results on Thursday, January 29th. The financial services provider reported $2.12 EPS for the quarter, topping analysts’ consensus estimates of $1.97 by $0.15. The company had revenue of $6.60 billion for the quarter, compared to analyst estimates of $6.52 billion. Marsh & McLennan Companies had a net margin of 15.42% and a return on equity of 31.60%. Marsh & McLennan Companies’s revenue was up 8.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.87 earnings per share. Equities research analysts predict that Marsh & McLennan Companies, Inc. will post 9.61 EPS for the current year.

Marsh & McLennan Companies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Thursday, April 9th will be paid a $0.90 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $3.60 annualized dividend and a dividend yield of 1.9%. Marsh & McLennan Companies’s dividend payout ratio is presently 42.70%.

Insider Activity

In related news, CEO John Q. Doyle sold 16,655 shares of Marsh & McLennan Companies stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $183.30, for a total value of $3,052,861.50. Following the transaction, the chief executive officer directly owned 116,811 shares of the company’s stock, valued at $21,411,456.30. The trade was a 12.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.35% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the company. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $200.00 price objective on shares of Marsh & McLennan Companies in a research note on Friday, January 30th. Morgan Stanley raised their price target on shares of Marsh & McLennan Companies from $190.00 to $195.00 and gave the company an “equal weight” rating in a research note on Friday, January 30th. Raymond James Financial upgraded shares of Marsh & McLennan Companies from an “outperform” rating to a “strong-buy” rating and set a $225.00 price objective for the company in a research report on Tuesday, February 17th. Citigroup raised their target price on shares of Marsh & McLennan Companies from $201.00 to $205.00 and gave the company a “neutral” rating in a research report on Tuesday, February 3rd. Finally, JPMorgan Chase & Co. decreased their target price on shares of Marsh & McLennan Companies from $242.00 to $226.00 and set an “overweight” rating on the stock in a research note on Wednesday, January 7th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $216.18.

About Marsh & McLennan Companies

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.