With a market cap of $89.6 billion, Marsh & McLennan Companies, Inc. (MRSH) is a global professional services and risk advisory firm. The New York-based company operates through Risk and Insurance Services and Consulting segments, serving a wide range of clients worldwide.
The insurance broker's shares have struggled to keep up with the broader market over the past 52 weeks. MRSH stock has decreased 9.3% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 20.4%. On a YTD basis, shares of the company are up 1.2%, compared to SPX’s 13.7% gain.
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Moreover, shares of MRSH have underperformed the State Street Financial Select Sector SPDR ETF’s (XLF) 9.7% return over the past 52 weeks and 6.2% rally in 2026.
www.barchart.com On July 21, Marsh & McLennan released its FY2026 Q2 earnings, and its shares dipped 3.1% in the next trading session due to weakness at Guy Carpenter, continued reinsurance pricing pressure, and a relatively modest beat against elevated expectations. Consolidated revenue increased 6.2% year over year to about $7.40 billion, while underlying revenue growth was 5%. Adjusted operating income increased 5.3% year over year to $2.17 billion, reflecting continued operating leverage. Its adjusted EPS climbed 8.8% to $2.96, beating consensus estimates of roughly $2.90.
For the fiscal year ending in December 2026, analysts expect Marsh & McLennan’s adjusted EPS to grow 7% year over year to $10.43. The company’s earnings surprise history is promising. It beat the consensus estimates in the last four quarters.
Among the 25 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on seven “Strong Buy” ratings, 17 “Holds,” and one “Moderate Sell.”
www.barchart.com The configuration is bearish than a month ago when the stock had eight “Strong Buy” suggestions.
On July 27, UBS analyst Brian Meredith reiterated a “Buy” rating on MRSH and raised his price target to $216 from $212.
The mean price target of $202.54 represents a 7.8% premium to MRSH’s current price levels. The Street-high price target of $234 suggests a 24.6% potential upside.
On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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