Marsh & McLennan Companies, Inc. $MRSH Holdings Lowered by Private Trust Co. NA

Private Trust Co. NA trimmed its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 80.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,863 shares of the financial services provider’s stock after selling 11,853 shares during the quarter. Private Trust Co. NA’s holdings in Marsh & McLennan Companies were worth $531,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Pinnacle Bancorp Inc. bought a new stake in shares of Marsh & McLennan Companies in the 3rd quarter worth approximately $25,000. City Holding Co. bought a new stake in shares of Marsh & McLennan Companies in the 4th quarter worth approximately $29,000. Headlands Technologies LLC bought a new stake in shares of Marsh & McLennan Companies in the 2nd quarter worth approximately $29,000. KERR FINANCIAL PLANNING Corp bought a new stake in shares of Marsh & McLennan Companies in the 3rd quarter worth approximately $30,000. Finally, TruNorth Capital Management LLC bought a new stake in shares of Marsh & McLennan Companies in the 3rd quarter worth approximately $32,000. 87.99% of the stock is currently owned by institutional investors.

Marsh & McLennan Companies News Roundup

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

• Positive Sentiment: Q1 results beat expectations — non‑GAAP EPS $3.29 vs. ~$3.21 estimate and revenue roughly $7.3B with ~8% year‑over‑year growth; Mercer/consulting drove strength. Marsh (MRSH) Beats Q1 Earnings and Revenue Estimates
• Positive Sentiment: Earnings call highlighted continued growth initiatives and AI investments that management says support long‑term revenue/consulting momentum — a potential positive catalyst for future margins. Marsh & McLennan Earnings Call Highlights Growth and AI
• Positive Sentiment: Keefe, Bruyette & Woods raised its price target to $203 (market‑perform), implying upside from current levels — a modest vote of confidence from an analyst. Price Target Raise
• Neutral Sentiment: Commentary and analyst pieces note that valuation looks more attractive after the pullback — could attract value buyers but depends on execution and margin trends. Marsh & McLennan: The Valuation May Finally Be Here
• Negative Sentiment: Bank of America maintained a sell rating on MRSH, providing a counterweight to upbeat results and likely contributing to short‑term selling pressure. Bank of America Sticks to Sell Rating
• Negative Sentiment: Company disclosed a new regulation‑category risk that could materially affect financial performance — an added uncertainty that can weigh on sentiment until clarified. Regulatory Risk Disclosure

Insider Buying and Selling

In related news, CEO John Q. Doyle sold 16,655 shares of the business’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $183.30, for a total transaction of $3,052,861.50. Following the transaction, the chief executive officer directly owned 116,811 shares of the company’s stock, valued at approximately $21,411,456.30. The trade was a 12.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.38% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently commented on MRSH shares. Barclays dropped their target price 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. Bank of America dropped their target price on shares of Marsh & McLennan Companies from $181.00 to $174.00 and set an “underperform” rating on the stock in a report on Tuesday, April 14th. Keefe, Bruyette & Woods boosted their price target on shares of Marsh & McLennan Companies from $200.00 to $203.00 and gave the company a “market perform” rating in a report on Friday. Cantor Fitzgerald boosted their price target on shares of Marsh & McLennan Companies from $208.00 to $212.00 and gave the company an “overweight” rating in a report on Monday, February 2nd. Finally, JPMorgan Chase & Co. cut their price target on shares of Marsh & McLennan Companies from $226.00 to $206.00 and set an “overweight” rating on the stock in a report on Thursday, April 9th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $205.33.

Marsh & McLennan Companies Price Performance

MRSH stock opened at $176.35 on Monday. Marsh & McLennan Companies, Inc. has a 52-week low of $164.89 and a 52-week high of $235.78. The company’s 50 day moving average price is $173.66. The company has a debt-to-equity ratio of 1.28, a current ratio of 1.11 and a quick ratio of 1.11. The firm has a market capitalization of $84.97 billion, a price-to-earnings ratio of 22.04, a P/E/G ratio of 2.42 and a beta of 0.75.

Marsh & McLennan Companies (NYSE:MRSH) last released its quarterly earnings results on Thursday, April 16th. The financial services provider reported $3.29 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.21 by $0.08. Marsh & McLennan Companies had a net margin of 14.26% and a return on equity of 31.87%. The business had revenue of $7.30 billion for the quarter. The business’s quarterly revenue was up 7.6% compared to the same quarter last year. Sell-side analysts predict that Marsh & McLennan Companies, Inc. will post 9.61 EPS for the current fiscal year.

Marsh & McLennan Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 9th will be given a dividend of $0.90 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $3.60 dividend on an annualized basis and a yield of 2.0%. Marsh & McLennan Companies’s payout ratio is presently 45.00%.

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.