Marsh & McLennan Companies, Inc. (MRSH) Stock

Marsh & McLennan Companies, Inc. (MRSH) is a Financials stock trading at $187.76 (as of 2026-09-02), with a market capitalization of $89.60B and a trailing P/E of 22.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Marsh & McLennan Companies, Inc. is a professional services firm that provides guidance and services related to risk, insurance and reinsurance, and consulting in areas such as health, retirement, talent and investments. It operates through two segments—Risk and Insurance Services (Marsh, Guy Carpenter) and Consulting (Mercer, Oliver Wyman Group)—serving clients seeking these advisory solutions.

Understand Marsh & McLennan Companies, Inc.: how it makes money

Marsh & McLennan sells risk advisory, insurance brokerage, and HR and management consulting to large corporations, earning service fees and asset-management charges. The mix is heavily weighted toward insurance brokerage (69% of revenue), with consulting and wealth management filling out the rest.

Revenue scales with the global insurance premium base; the firm collects placement and advisory fees whether the underlying policies profit or lose, making it a structural tollbooth on risk transfer with a consulting and wealth-management layer adding diversification.

Revenue by segment (latest quarter)
Risk & Insurance Services$5.1B
Consulting$2.6B

Business quality (Solid): Solid quality: 26% operating margin, 26% ROE, and 6% top-line growth. The risk is price: at 23.3x trailing earnings versus a 13x industry norm, investors are paying a 79% premium for that quality, so any growth disappointment hits the multiple.

Valuation: At 23× earnings, MRSH trades 79% above the Insurance average (13×).

Bull case

  • Wealth assets compounding: Mercer Wealth's AUM rose 26% year over year on strong markets and new business, adding a recurring-fee layer that grows in tandem with asset values.
  • Consulting reaccelerating past two-year lull: Marsh Management Consulting posted its fastest growth quarter in over two years, signaling that advisory spend, which had been soft, is turning back up.
  • Capital returns accelerating: Management raised the dividend 10% and increased planned capital deployment, signaling confidence that the 26% operating margin can fund a growing payout.

Bear case

  • Property rate cycle cooling: Global property insurance rates fell 12%, accelerating the prior quarter's decline, which directly compresses the premium base that drives the 69% of revenue from Risk and Insurance Services.
  • Rich multiple prices in perfection: At 23.3x versus a 13x insurance-industry average, MRSH trades 79% above peers; if the 4% underlying growth figure stalls, the multiple itself becomes the risk.
  • Reinsurance pricing under pressure: Guy Carpenter's property catastrophe pricing index fell 16%, pressuring its largest reinsurance portfolio and the per-facultative and treaty fees tied to those placements.
Valuation — source: SEC EDGAR (first-party)
Price$187.76
Market Cap$89.60B
P/E Ratio22.5
EV / EBITDA15.0
Price / Book5.81
Price / Sales3.21
FCF Yield5.6%
DCF Value (model)$139.73
DCF Upside vs Price-25.6%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$26.98B
Net Margin15.4%
Revenue Growth (YoY)6.2%
EPS Growth (YoY)7.3%
FCF Growth (YoY)-10.0%
Financial Health — source: SEC EDGAR
Altman Z-Score2.77 (grey)
Valuation vs Sector & Industry
Stock P/E22.5
Sector P/E (Financials)14.9
Industry P/E (Insurance)12.1
vs Sector50.9%
vs Industry85.3%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($8.64B)
Institutional Holders Tracked10
Congressional Trades (recent)2
Company
SectorFinancials
IndustryInsurance
CEOJohn Quinlan Doyle
Employees90,000
CountryUS
IPO Date1987-12-30

Marsh & McLennan Companies, Inc. earnings call transcripts

  • MRSH Q2 FY26 earnings call transcript (reported 2026-07-21) · analysis
  • MRSH Q4 FY25 earnings call transcript (reported 2026-01-29) · analysis
  • MRSH Q3 FY25 earnings call transcript (reported 2025-10-16) · analysis

All MRSH earnings calls

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MRSH earnings history · MRSH institutional & insider holders · MRSH KPIs & operating metrics · MRSH financials · MRSH investor presentations & press releases · MRSH SEC filings · MRSH peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-09-02.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.