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MRSH

MRSH

MRSH
$182.18USD↑+0.02%+0.03 today

MARKET CAP

87.8B

P/E (TTM)

18.3x

FWD P/E

16.3x

DAY RANGE

$181 – $186

52W RANGE

$157
$193

AI Summary

Stalk
Buy NowMedium

MRSH remains in a clear Stage 2 advancing regime with persistent higher highs and higher lows and active Momentum Breakout and Lockout Rally dynamics driving aggressive demand. While price is extended well above rising 9/21 EMAs and in extreme overbought territory, the Lockout Rally override supports immediate participation. Buying now in the breakout region aligns with continuation, using the 9/21 EMA zone as a reference for pullback interaction.

  • ↑Q1 revenue rose 8% YoY to $7.6 B, driven by double-digit consulting growth
  • ↑Executed $750 M buybacks and plans $5 B capital deployment this year
  • ↓Primary insurance rates fell 5% in Q1, squeezing top-line growth
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The case for & against

Bull & Bear analysis

Bullish

Marsh & McLennan Companies, Inc. (NYSE: MRSH) is a leading firm in the global insurance, risk management, and consulting sectors. Recognized for its resilience and adaptability, Marsh operates through various segments including Marsh Risk Services, Guy Carpenter, Mercer, and Marsh Management Consulting, engaging clients across industries to help manage risk and improve operational efficiency. Amidst a competitive environment, the company aims to leverage technology, particularly artificial intelligence (AI), to enhance its offerings and maintain its position as a market leader.

Bull says

  • ↑Q1 revenue rose 8% YoY to $7.6 B, driven by double-digit consulting growth
  • ↑Executed $750 M buybacks and plans $5 B capital deployment this year
  • ↑Investing in AI to improve productivity and client service
  • ↑Dividend yield of 0.48% offers steady income with upside potential
  • ↑4% share gain and UBS Buy rating reflect improving sentiment
  • ↑High earnings yield and low short interest suggest value potential

Bear says

  • ↓Primary insurance rates fell 5% in Q1, squeezing top-line growth
  • ↓Low profitability factors hinder margin expansion amid rising costs
  • ↓Heavy leverage increases balance-sheet vulnerability and reduces flexibility
  • ↓Consensus Hold rating and CEO share sale signal fragile sentiment
  • ↓Negative growth factors point to challenges in sustaining revenue
  • ↓High volatility risks may amplify share-price swings in strained markets

Investment themes with MRSH

High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 07-01-2026neutral

Transcript signals

Bull points

  • We're pleased with the growth. It was led by our investments business in particular, our OCO offering.
  • We think it's going to significantly increase and expand our capabilities in the private markets platform.
  • It's going to add a certain expertise in secondaries, in co-investments, in bespoke accounts, in evergreen vehicles, and that's going to allow us to offer much more comprehensive multi-asset private market solutions to clients.

Bear points

  • Our clients are benefiting from the current market conditions, and as always, we continue to advise them on designing the best risk programs aligned to their goals.
  • Despite challenging market conditions, we remain focused on executing our strategy and continuing our track record of strong results. The Thrive program will drive growth through investments in talent and AI, strengthen our brand, and generate greater efficiency.
  • you know, the public, the public brokers, the stock prices, everyone's reset lower.
Read full transcript analysis ›