Marsh & McLennan Companies, Inc.

MRSH · NYSE

Market closed$182.18$0.030000 (+0.02%)After hours $181.75 · -0.24%

Key statistics

Previous close$182.15
Open$183.54
Day high$186.00
Day low$181.15
52-week high$213.80
52-week low$156.60
Market cap87.77B
Volume1.86M
Average volume2.78M
P/E ratio18.25
Forward P/E15.49
EPS9.98
Dividend yield+1.98%

Market context

Why it moved

MRSH experienced a marginal decline, essentially flat, as positive catalysts including a 10% quarterly dividend increase, a new Mercer unit partnership with American Beacon Advisors, and strong institutional buying by Assetmark were largely priced in following the stock's recent 9% one-month rally.

What is happening

Recent company-specific developments and publisher coverage.

July 17, 2026Marsh & McLennan closed essentially flat, holding near the $182 level, as investors weighed a wave of institutional 13F filings showing continued broad-based accumulation — including new positions from Assetmark, Aware Super, and Sanctuary Advisors — alongside a recently raised quarterly dividend of $0.99 per share (up from $0.90). The company's Oliver Wyman unit also released a notable AI-in-transportation research report, while analyst sentiment remains a consensus Hold with an average price target of $200.81, well above current levels, suggesting potential upside even as the broader financial sector navigated a risk-off session driven by renewed U.S.-Iran tensions and AI growth concerns.

0.0165

July 17, 2026Marsh & McLennan closed sharply higher, gaining over 3%, outperforming the broader financial sector as the XLF ETF approached a 52-week high. The move was supported by a wave of institutional accumulation — Principal Financial Group, Calamos Advisors, and Diversify Wealth Management all disclosed new first-quarter stakes — alongside analyst upgrades from Cantor Fitzgerald (raised target to $218, overweight) and UBS (reiterated buy). Adding to the positive backdrop, the company's Mercer unit announced a new partnership with American Beacon Advisors and investors continued to respond favorably to its recent 10% dividend hike to $0.99/share ahead of the July 23 record date.

3.3651

July 15, 2026Marsh & McLennan closed modestly lower as BofA Securities trimmed its price target to $178 from $179 while maintaining an Underperform rating, weighing on sentiment ahead of the company's Q2 2026 earnings report due July 21. Despite the near-term pressure, the broader narrative remains constructive: Cantor Fitzgerald holds an Overweight rating with a $218 target, UBS maintains a Buy, and multiple institutional investors — including the State of Michigan Retirement System and Calamos Advisors — initiated sizeable new positions in Q1. The company also recently beat Q1 EPS estimates and raised its quarterly dividend 10% to $0.99/share, signaling strong capital return momentum. In after-hours, shares are edging back toward $177.

-1.0278

July 15, 2026Marsh & McLennan shares declined nearly 2%, underperforming the broader financial sector (XLF fell modestly) as insurance stocks came under pressure from a sector-wide rotation tied to geopolitical uncertainty and rising oil prices from renewed Iran-U.S. tensions. Despite positive company-specific backdrop — a 10% dividend hike to $0.99/share, Q1 EPS beat ($3.29 vs. $3.21 expected), raised analyst targets from Cantor Fitzgerald ($218) and Mizuho ($197), and heavy institutional accumulation — broader macro headwinds including hawkish Fed risk and a softening insurance pricing environment weighed on sentiment. The stock also faces an upcoming ex-dividend date of July 23, while analysts maintain a consensus Hold with an average target near $200.

-1.917

July 14, 2026Marsh & McLennan shares rose nearly 2%, outperforming a broadly softer financial sector (XLF) as a wave of positive analyst activity and strong fundamentals captured investor attention. JPMorgan raised its price target to $212 (from $206) while reiterating Overweight, joining Cantor Fitzgerald ($218, Overweight) and UBS (Buy, $212) in expressing constructive views on the stock. The gains came despite broader market headwinds from renewed U.S.-Iran military strikes and surging oil prices — a backdrop that may actually benefit Marsh, as the company's marine and war-risk insurance brokerage lines stand to gain from elevated shipping risk in the Strait of Hormuz. Adding to the positive narrative, the company recently reported Q1 EPS of $3.29 (beating estimates of $3.21) with revenue up 7.6% year-over-year, and raised its quarterly dividend 10% to $0.99 per share payable August 14.

1.8058

July 10, 2026Marsh & McLennan closed modestly lower, edging down as investors weighed a flurry of constructive analyst activity against a still-elevated valuation gap. UBS reiterated Buy with a $212 target, Cantor Fitzgerald raised its target to $218 (Overweight), and Evercore ISI maintained a bullish stance at $234, while Mizuho kept a Neutral at $197 — leaving a consensus Hold with an average target near $200, well above current levels. Adding to the positive backdrop, the company's 10% quarterly dividend increase to $0.99/share reinforced its capital return story, and Munich Reinsurance initiated a ~$79.9M position. The broader financial sector (XLF) also dipped slightly, in line with MRSH's modest pullback.

-0.3855

July 10, 2026Marsh & McLennan closed essentially flat amid a volatile macro backdrop, but positive analyst momentum and institutional accumulation are drawing investor attention. UBS raised its price target to $212 (reiterating Buy) and Cantor Fitzgerald lifted its target to $218 (Overweight), reflecting confidence in the company's earnings trajectory after Q1 beat expectations with EPS of $3.29 on $7.3B in revenue (+7.6% YoY). The company also boosted its quarterly dividend 10% to $0.99/share, reinforcing its capital return story. Meanwhile, Munich Reinsurance initiated a new ~$80M position, adding to a wave of institutional inflows, while the broader insurance brokerage sector navigated mixed signals—peer Arthur J. Gallagher was downgraded by Wolfe Research on valuation concerns—suggesting Marsh may offer more relative value at current levels near its consensus target of ~$199.

-0.0279

July 8, 2026Marsh & McLennan edged higher on Wednesday, outperforming a broadly weaker financial sector (XLF closed lower) as two key catalysts drew investor attention: the company raised its quarterly dividend 10% to $0.99 per share, and UBS lifted its price target to $212 from $203 while maintaining a Buy rating. The positive company-specific news helped the stock hold gains despite a risk-off session driven by renewed U.S.-Iran military strikes that sent oil surging 5%+ and rattled global equities.

0.5899

Simply Wall Street · July 17, 2026Marsh & McLennan Companies (MRSH) Following Mercer Launch And Dividend Rise Is The Stock Fully ValuedTradingView · July 16, 2026Marsh Partners With American Beacon to Expand Advisor SolutionsSimply Wall Street · July 13, 2026Does Marsh & McLennan’s Higher Dividend and Canada CEO Change Shift the Bull Case For MRSH?Business Wire · June 23, 2026Marsh to Host Second Quarter Earnings Investor Call on July 21Stock Titan · April 9, 2026Investors commit $3.8B to Mercer private assets fund amid tough marketInvesting.com · October 14, 2025Marsh McLennan to rebrand as Marsh, creates new business unit
Mt Newswire · July 15, 2026BofA Securities Adjusts Marsh & McLennan Price Target to $178 From $179, Maintains Underperform Rating
Benzinga · July 13, 20263 Shipping And Insurance Stocks To Watch As Hormuz Tensions Rise
Benzinga · July 13, 2026JP Morgan Maintains Overweight on Marsh, Raises Price Target to $212
Mt Newswire · July 13, 2026JPMorgan Lifts Price Target on Marsh & McLennan to $212 From $206, Maintains Overweight Rating
Mt Newswire · July 10, 2026Evercore ISI Adjusts Marsh & McLennan Price Target to $234 From $236
Benzinga · July 9, 2026Cantor Fitzgerald Maintains Overweight on Marsh, Raises Price Target to $218
Mt Newswire · July 9, 2026Mizuho Adjusts Price Target on Marsh & McLennan to $197 From $194
Benzinga · July 8, 2026UBS Maintains Buy on Marsh, Raises Price Target to $212

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