Aptus Capital Advisors LLC Acquires 3,081 Shares of Marsh & McLennan Companies, Inc. $MRSH

Aptus Capital Advisors LLC grew its holdings in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH) by 3.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 97,766 shares of the financial services provider’s stock after buying an additional 3,081 shares during the quarter. Aptus Capital Advisors LLC’s holdings in Marsh & McLennan Companies were worth $19,703,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the stock. Brighton Jones LLC boosted its holdings in shares of Marsh & McLennan Companies by 51.2% in the 4th quarter. Brighton Jones LLC now owns 8,738 shares of the financial services provider’s stock valued at $1,856,000 after buying an additional 2,960 shares during the last quarter. Bison Wealth LLC raised its position in Marsh & McLennan Companies by 39.6% during the fourth quarter. Bison Wealth LLC now owns 3,064 shares of the financial services provider’s stock worth $651,000 after acquiring an additional 869 shares in the last quarter. Sigma Planning Corp lifted its stake in Marsh & McLennan Companies by 12.2% in the second quarter. Sigma Planning Corp now owns 2,529 shares of the financial services provider’s stock valued at $553,000 after acquiring an additional 275 shares during the last quarter. NewSquare Capital LLC grew its position in shares of Marsh & McLennan Companies by 47.2% in the 2nd quarter. NewSquare Capital LLC now owns 240 shares of the financial services provider’s stock valued at $52,000 after acquiring an additional 77 shares during the period. Finally, Ellevest Inc. increased its stake in shares of Marsh & McLennan Companies by 3.1% during the 2nd quarter. Ellevest Inc. now owns 3,179 shares of the financial services provider’s stock worth $695,000 after purchasing an additional 97 shares during the last quarter. Institutional investors own 87.99% of the company’s stock.

Marsh & McLennan Companies Stock Down 0.0%

NYSE: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. The stock has a market cap of $89.52 billion, a P/E ratio of 21.93, a price-to-earnings-growth ratio of 2.51 and a beta of 0.74. Marsh & McLennan Companies, Inc. has a 52 week low of $170.37 and a 52 week high of $248.00.

Marsh & McLennan Companies (NYSE:MRSH) last announced its earnings results on Thursday, January 29th. The financial services provider reported $2.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.97 by $0.15. Marsh & McLennan Companies had a net margin of 15.42% and a return on equity of 31.60%. The firm had revenue of $6.60 billion for the quarter, compared to analyst estimates of $6.52 billion. During the same quarter in the prior year, the business posted $1.87 EPS. The business’s revenue was up 8.7% compared to the same quarter last year. Research analysts expect that Marsh & McLennan Companies, Inc. will post 9.61 earnings per share 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. Shareholders of record on Thursday, April 9th will be issued a $0.90 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $3.60 annualized dividend and a yield of 1.9%. Marsh & McLennan Companies’s payout ratio is currently 42.70%.

Insider Buying and Selling at Marsh & McLennan Companies

In other news, CEO John Q. Doyle sold 16,655 shares of the stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $183.30, for a total transaction of $3,052,861.50. Following the sale, the chief executive officer directly owned 116,811 shares of the company’s stock, valued at approximately $21,411,456.30. This represents a 12.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.35% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on MRSH. Mizuho reiterated a “neutral” rating and issued a $199.00 target price (down from $213.00) on shares of Marsh & McLennan Companies in a research note on Friday, February 27th. Barclays raised their price objective on Marsh & McLennan Companies from $206.00 to $210.00 and gave the company an “overweight” rating in a research report on Thursday, January 8th. Wells Fargo & Company boosted their target price on Marsh & McLennan Companies from $199.00 to $203.00 and gave the stock an “equal weight” rating in a report on Friday, January 30th. Keefe, Bruyette & Woods raised their price target on Marsh & McLennan Companies from $205.00 to $206.00 and gave the company a “market perform” rating in a report on Monday, February 2nd. Finally, Evercore decreased their price objective on shares of Marsh & McLennan Companies from $237.00 to $236.00 and set an “outperform” rating on the stock in a report on Wednesday, January 7th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $216.18.

Key Stories Impacting Marsh & McLennan Companies

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 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.