Dimensional Fund Advisors LP Boosts Stake in Marsh & McLennan Companies, Inc. $MRSH

Dimensional Fund Advisors LP lifted its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 0.2% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 2,033,933 shares of the financial services provider’s stock after purchasing an additional 4,092 shares during the quarter. Dimensional Fund Advisors LP’s holdings in Marsh & McLennan Companies were worth $352,820,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. Solstein Capital LLC acquired a new stake in Marsh & McLennan Companies during the 4th quarter worth about $25,000. SHP Wealth Management purchased a new position in shares of Marsh & McLennan Companies in the fourth quarter worth about $26,000. KERR FINANCIAL PLANNING Corp acquired a new stake in shares of Marsh & McLennan Companies during the fourth quarter worth about $27,000. Golden State Wealth Management LLC purchased a new stake in Marsh & McLennan Companies in the fourth quarter valued at approximately $27,000. Finally, Pinnacle Bancorp Inc. acquired a new position in Marsh & McLennan Companies in the 1st quarter worth approximately $28,000. 87.99% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Marsh & McLennan Companies

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

• Positive Sentiment: Marsh & McLennan reported second-quarter EPS of $2.96, topping consensus, while revenue rose to $7.28 billion and came in above expectations, signaling solid underlying demand in its consulting and risk & insurance businesses. Article Title
• Positive Sentiment: Management’s earnings call pointed to growth that is holding up better than feared, with consulting and insurance operations supporting results despite a tougher backdrop. Article Title
• Neutral Sentiment: William Blair kept a Hold rating on MRSH, saying the quarter was solid and growth appears to be stabilizing, but the stock’s valuation remains a concern. Article Title
• Neutral Sentiment: The company also announced Q2 2026 earnings and held its investor conference call, reinforcing that the market is still digesting the details of the quarter and management’s outlook. Article Title
• Negative Sentiment: Higher operating expenses and the lack of a major growth re-acceleration may be tempering enthusiasm, helping explain why the stock is trading lower despite the earnings beat. Article Title

Insider Activity at Marsh & McLennan Companies

In related news, CEO John Q. Doyle sold 16,656 shares of the company’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $161.71, for a total transaction of $2,693,441.76. Following the completion of the transaction, the chief executive officer owned 116,811 shares in the company, valued at $18,889,506.81. This represents a 12.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.38% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of analysts have recently weighed in on MRSH shares. Morgan Stanley cut their price objective on shares of Marsh & McLennan Companies from $180.00 to $175.00 and set an “equal weight” rating on the stock in a research note on Monday, July 6th. Mizuho lifted their price target on Marsh & McLennan Companies from $194.00 to $197.00 and gave the company a “neutral” rating in a research report on Thursday, July 9th. Weiss Ratings lowered Marsh & McLennan Companies from a “hold (c)” rating to a “hold (c-)” rating in a research report on Monday, May 11th. JPMorgan Chase & Co. boosted their target price on shares of Marsh & McLennan Companies from $206.00 to $212.00 and gave the company an “overweight” rating in a research note on Monday, July 13th. Finally, Barclays lowered their price target on shares of Marsh & McLennan Companies from $209.00 to $206.00 and set an “overweight” rating on the stock in a report on Wednesday, April 8th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $200.81.

Marsh & McLennan Companies Price Performance

Shares of MRSH opened at $181.35 on Wednesday. The company has a market capitalization of $87.61 billion, a price-to-earnings ratio of 22.67, a price-to-earnings-growth ratio of 2.74 and a beta of 0.61. Marsh & McLennan Companies, Inc. has a 12 month low of $156.60 and a 12 month high of $213.80. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 1.28.

Marsh & McLennan Companies (NYSE:MRSH) last announced its earnings results on Tuesday, July 21st. The financial services provider reported $2.96 earnings per share for the quarter, topping the consensus estimate of $2.89 by $0.07. Marsh & McLennan Companies had a return on equity of 31.87% and a net margin of 14.26%.The business had revenue of $7.28 billion during the quarter. On average, analysts forecast that Marsh & McLennan Companies, Inc. will post 10.36 earnings per share for the current fiscal year.

Marsh & McLennan Companies Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Thursday, July 23rd will be given a $0.99 dividend. This represents a $3.96 annualized dividend and a dividend yield of 2.2%. This is a positive change from Marsh & McLennan Companies’s previous quarterly dividend of $0.90. The ex-dividend date is Thursday, July 23rd. Marsh & McLennan Companies’s dividend payout ratio (DPR) is 45.00%.

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.