Dimensional Fund Advisors LP Buys 4,092 Shares of Marsh & McLennan Companies, Inc. $MRSH

Dimensional Fund Advisors LP boosted its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 0.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,033,933 shares of the financial services provider’s stock after buying an additional 4,092 shares during the quarter. Dimensional Fund Advisors LP owned approximately 0.42% of Marsh & McLennan Companies worth $352,820,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. Swiss Life Asset Management Ltd increased its stake in shares of Marsh & McLennan Companies by 9.5% during the fourth quarter. Swiss Life Asset Management Ltd now owns 134,542 shares of the financial services provider’s stock valued at $24,960,000 after buying an additional 11,648 shares during the period. Essex LLC purchased a new stake in Marsh & McLennan Companies in the first quarter worth about $2,891,000. Mirae Asset Global Investments Co. Ltd. grew its holdings in Marsh & McLennan Companies by 20.6% during the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 88,934 shares of the financial services provider’s stock worth $16,499,000 after acquiring an additional 15,166 shares in the last quarter. Vanguard Group Inc. increased its position in Marsh & McLennan Companies by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 46,589,633 shares of the financial services provider’s stock valued at $8,643,309,000 after purchasing an additional 387,100 shares during the period. Finally, Benjamin Edwards Inc. raised its holdings in shares of Marsh & McLennan Companies by 26.6% in the 4th quarter. Benjamin Edwards Inc. now owns 35,293 shares of the financial services provider’s stock valued at $6,549,000 after purchasing an additional 7,418 shares in the last quarter. 87.99% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, CEO John Q. Doyle sold 16,656 shares of the business’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $161.71, for a total transaction of $2,693,441.76. Following the transaction, the chief executive officer directly owned 116,811 shares in the company, valued at $18,889,506.81. The trade was a 12.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.38% of the stock is currently owned by company insiders.

Marsh & McLennan Companies Stock Down 0.4%

Shares of Marsh & McLennan Companies stock opened at $181.35 on Wednesday. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 1.28. The company has a market capitalization of $87.61 billion, a PE ratio of 22.67, a PEG ratio of 2.74 and a beta of 0.61. Marsh & McLennan Companies, Inc. has a 52-week low of $156.60 and a 52-week high of $213.80.

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, beating the consensus estimate of $2.89 by $0.07. Marsh & McLennan Companies had a net margin of 14.26% and a return on equity of 31.87%. The company had revenue of $7.28 billion during the quarter. On average, equities research analysts forecast that Marsh & McLennan Companies, Inc. will post 10.36 EPS for the current fiscal year.

Marsh & McLennan Companies Increases Dividend

The firm also recently disclosed 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 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Thursday, July 23rd. This is a positive change from Marsh & McLennan Companies’s previous quarterly dividend of $0.90. Marsh & McLennan Companies’s payout ratio is 45.00%.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. Weiss Ratings downgraded shares of Marsh & McLennan Companies from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday, May 11th. Wells Fargo & Company reduced their price objective on shares of Marsh & McLennan Companies from $203.00 to $178.00 and set an “equal weight” rating for the company in a research note on Thursday, April 9th. JPMorgan Chase & Co. increased their target price on Marsh & McLennan Companies from $206.00 to $212.00 and gave the company an “overweight” rating in a research report on Monday, July 13th. Mizuho lifted their price target on Marsh & McLennan Companies from $194.00 to $197.00 and gave the company a “neutral” rating in a report on Thursday, July 9th. Finally, Cantor Fitzgerald upped their price objective on Marsh & McLennan Companies from $210.00 to $218.00 and gave the stock an “overweight” rating in a research note on Thursday, July 9th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Marsh & McLennan Companies presently has an average rating of “Hold” and an average price target of $200.81.

Key Stories 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

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.