MRSH
Marsh McLennan
October 15, 2026 · market open
- Rarity
- 2.03
- Peak move
- +6.70%
- Float cap
- $86.5B
Marsh McLennan is a professional services firm that sells insurance broking and risk advisory services through its Marsh and Guy Carpenter businesses, and consulting through Mercer and Oliver Wyman. It serves corporations, public entities, insurers, associations and private clients in roughly 130 countries, earning commissions, fees and consulting revenue.
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What we found
11 events · 0 from SEC or newswire · 1 timed with the move- Key eventTimed with the move
guidance_changeMarsh raised the savings target for its Thrive efficiency program to $600 million from $400 million, with most actions to be completed by end-2028 and implementation costs of about $750 million.
buybackMarsh & McLennan repurchased about 2.7 million shares for $500 million in Q3 2026, bringing nine-month buybacks to 11.4 million shares for $2.0 billion.
executive_appointmentMarsh appointed Michael Crowley, formerly a 10-year Meta risk manager who led insurance programs covering over $200 billion in data center construction values, as senior enterprise risk advisor for digital infrastructure in San Francisco.
- Key event
earnings_releaseMarsh & McLennan reported Q3 2026 results with revenue of $6.863B, up 8% (5% underlying), net income of $808M, GAAP diluted EPS of $1.69 and adjusted EPS of $2.03, up 10%.
executive_remarkMarsh CEO John Doyle said on the Q3 2026 earnings call that the company sees a 'structural, not cyclical' shift driven by wars, geoeconomics, extreme weather and AI, and expects no 2027 guidance while favoring disciplined bolt-on acquisitions over large deals.
analyst_ratingCantor Fitzgerald raised its price target on Marsh & McLennan to $228 from $218, maintaining an Outperform rating.
- Key event
guidance_changeOn the Q3 2026 call, CEO John Doyle said Marsh expects full-year 2026 underlying revenue growth similar to last year, with another year of margin expansion and solid adjusted EPS growth; reinsurance revenue fell 6% to $374 million.
product_launchMarsh and Bloomberg New Economy launched the Competitive Resilience Coalition at the Bloomberg New Economy Forum 2026 in New Delhi, with founding members including John Doyle, Eric Andersen, Merit Janow and Ronald O'Hanley.
executive_appointmentMarsh announced that Nicole Delimitros will become President of National Employee Health and Benefits for Marsh Agency effective January 1, 2027, succeeding Kate Moher, who will retire on April 30, 2027.
analyst_ratingWells Fargo lowered its price target on Marsh & McLennan to $183 from $188 while maintaining an Equal Weight rating.
analyst_ratingBank of America Securities maintained a Sell rating on Marsh & McLennan while cutting its price target to $177 from $182.