Marsh & McLennanMMC
MMC
About: Marsh McLennan is a professional services firm that provides advice and solutions in the areas of risk, strategy, and human capital. The company operates through two main segments: risk and insurance services and consulting. In risk and insurance services, the firm offers services via Marsh (an insurance broker) and Guy Carpenter (a risk and reinsurance specialist). The consulting division comprises Mercer (a provider of human resource services) and Oliver Wyman (a management and economic consultancy). About half of its revenue is generated outside the US.
Employees: 52,400
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
80% more funds holding in top 10
Funds holding in top 10: 20 [Q4 2024] → 36 (+16) [Q1 2025]
74% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 98
15% more call options, than puts
Call options by funds: $112M | Put options by funds: $97.4M
13% more capital invested
Capital invested by funds: $94.1B [Q4 2024] → $106B (+$12B) [Q1 2025]
2% more funds holding
Funds holding: 1,552 [Q4 2024] → 1,586 (+34) [Q1 2025]
10% more repeat investments, than reductions
Existing positions increased: 611 | Existing positions reduced: 556
1.35% less ownership
Funds ownership: 89.9% [Q4 2024] → 88.55% (-1.35%) [Q1 2025]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$215
1%
downside
Avg. target
$240
10%
upside
High target
$261
20%
upside
5 analyst ratings
1 positive
20%
3 neutral
60%
1 negative
20%
Keefe, Bruyette & Woods Meyer Shields | 1%downside $215 | Underperform Maintained | 21 Apr 2025 |
Barclays Alex Scott | 15%upside $249 | Equal-Weight Maintained | 11 Apr 2025 |
Jefferies Yaron Kinar | 12%upside $244 | Hold Maintained | 11 Apr 2025 |
Wells Fargo Elyse Greenspan | 7%upside $232 | Equal-Weight Maintained | 10 Apr 2025 |
UBS Brian Meredith | 20%upside $261 | Buy Maintained | 9 Apr 2025 |
Financial journalist opinion
Based on 3 articles about MMC published over the past 30 days
Positive
Seeking Alpha
4 days ago
The Highest-Quality Dividend Contenders By Quality Scores
The article presents the highest-quality Dividend Contenders, companies listed on U.S. exchanges with higher annual dividend payouts for 10-24 consecutive years. I use a quality scoring system with six quality indicators, each worth five points, for a maximum score of 30. The highest-quality Dividend Contenders score four or five points for each quality indicator.
Positive
Seeking Alpha
3 weeks ago
Marsh & McLennan: The Strongest Moat On The Field
MMC's roll-up strategy, highlighted by the McGriff acquisition, has driven impressive scale, recurring revenue, and margin expansion in the insurance brokerage sector. Consistently high returns on equity and invested capital, well above peers, demonstrate MMC's durable competitive advantages and management's capital allocation skill. Valuation remains reasonable relative to historical ranges, despite significant improvements in margins and returns, making MMC attractive for long-term investors.
Positive
Zacks Investment Research
3 weeks ago
Reasons Why Investors Should Hold on to Marsh & McLennan Shares Now
MMC has maintained consistent cash flow generation for several years, supporting its disciplined capital distribution.
Neutral
Business Wire
1 month ago
Marsh McLennan Stockholders Re-Elect Board of Directors During 2025 Meeting
NEW YORK--(BUSINESS WIRE)--Marsh McLennan (NYSE: MMC), a global leader in risk, strategy, and people, today announced the results of its 2025 Annual Meeting of Stockholders. Stockholders elected the entire slate of 2025 director nominees for a one-year term expiring at next year's annual meeting. The 11 directors are: Anthony K. Anderson, John Q. Doyle, H. Edward Hanway, Judith Hartmann, Deborah C. Hopkins, Tamara Ingram, Jane H. Lute, Steven A. Mills, Morton O. Schapiro, Jan Siegmund and Lloyd.
Neutral
Business Wire
1 month ago
Oliver Wyman Unveils Comprehensive Labor Cost Per Vehicle Analysis Amidst Changing Automotive Landscape
NEW YORK--(BUSINESS WIRE)--Oliver Wyman, a global leader in management consulting and a business of Marsh McLennan (NYSE:MMC) today launches its latest Labor Cost per Vehicle analysis. As the automotive industry faces economic headwinds, shifting global production landscapes, and rising geopolitical tensions, this comparative analysis examines the labor cost per vehicle (LCPV), a critical metric that influences automaker profitability and competitiveness. Getting Under the Hood of Automotive La.
Neutral
PRNewsWire
1 month ago
Employers face rising healthcare costs from climate risks and new forecasting tool helps them assess the impact
NEW YORK , May 5, 2025 /PRNewswire/ -- Mercer , a business of Marsh McLennan (NYSE: MMC) and a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people, and the National Commission on Climate and Workforce Health , an initiative of the Health Action Alliance (HAA), today announced the launch of the Climate Health Cost Forecaster , a digital tool that enables employers to anticipate the financial impact of climate-driven health risks on their workforce. This model, developed by Mercer, provides business leaders with data-driven projections that estimate the long-term healthcare costs associated with extreme heat, poor air quality, flooding and hurricanes.
Neutral
Business Wire
1 month ago
Marsh McLennan's Mercer Completes Acquisition of SECOR Asset Management
NEW YORK--(BUSINESS WIRE)--Mercer, a business of Marsh McLennan (NYSE: MMC) and a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people, today announced the completion of its previously announced acquisition of SECOR Asset Management. Terms of the transaction were not disclosed. SECOR serves the complex needs of institutional investors, with a range of end-to-end portfolio solutions, including i.
Positive
Seeking Alpha
1 month ago
Marsh & McLennan: Benefiting From Uncertain World
I reiterate a 'Buy' rating on Marsh & McLennan with a fair value of $245 per share, driven by tariff uncertainties and economic risks. Despite declining insurance rates, Marsh & McLennan achieved 4% underlying revenue growth and 8% adjusted operating profit growth, bolstered by consulting and business expansion. Tariff uncertainties may increase risk mitigation costs, potentially raising future insurance premiums and benefiting Marsh & McLennan's business growth.
Positive
Zacks Investment Research
1 month ago
Marsh & McLennan Q1 Earnings Beat on Strong Marsh, Guy Carpenter Units
MMC's first-quarter results benefit on the back of strong international operations and the Mercer business, partly offset by increased compensation and benefits expense.
Neutral
Seeking Alpha
1 month ago
Marsh & McLennan Companies, Inc. (MMC) Q1 2025 Earnings Call Transcript
Marsh & McLennan Companies, Inc. (NYSE:MMC ) Q1 2025 Earnings Conference Call April 17, 2025 8:30 AM ET Company Participants John Doyle - President and Chief Executive Officer Mark McGivney - Chief Financial Officer Martin South - President and CEO, Marsh Dean Klisura - President and CEO, Guy Carpenter Nick Studer - President & CEO, Oliver Wyman Group Conference Call Participants Gregory Peters - Raymond James Mike Zaremski - BMO Capital Markets Jimmy Bhullar - JPMorgan David Motemaden - Evercore ISI Alex Scott - Barclays Meyer Shields - KBW Elyse Greenspan - Wells Fargo Paul Newsome - Piper Sandler Operator Welcome to Marsh McLennan's Earnings Conference Call. Today's call is being recorded.
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