Overview
Marsh & McLennan Companies, Inc., based in the United States, operates primarily in the insurance and professional services industries. As a global leader, the company focuses on risk, strategy, and people. Its services encompass risk management, insurance broking, consultancy, and advisory through its main subsidiaries, which include Marsh, Mercer, and Oliver Wyman. These entities help drive Marsh & McLennan's engagement in major projects related to business transformation, human capital strategies, and digital innovation across various sectors. With a well-established presence in over 130 countries, the company effectively combines global expertise with localized solutions to address complex, evolving business challenges. Marsh & McLennan continues to be influential in shaping the market dynamics within its industry, demonstrating a commitment to leadership in risk and people strategies.
Basic Stats
The Factor Analysis chart (below right) shows a view of Marsh & McLennan Companies, Inc. from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | |
| EV | |
| Shares Out. | 507.73 MM |
| Earnings Date | |
| EPS (TTM) | 3.97 |
| Dividend Yield | |
| Ex-Dividend Date | 2025-07-24 |
| Borrow Rate | |
| Short Shares Avail. | 0.00 MM |
| Short Interest | |
| Short Float | |
| Days to Cover | |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | |
| Volatility (1 yr) | |
| Beta | |
| Sharpe Ratio (1 yr) | |
| Sortino Ratio (1 yr) |
| PE Ratio | |
| Price/Book | |
| Price/TBV | |
| Book/Market | |
| EBIT/EV | |
| EBIT(3yr avg)/EV | |
| ROA | |
| ROE | |
| ROIC | |
| CROIC | |
| OCROIC | |
| Implied Volatility | |
| Put/Call OI Ratio |
| Growth | |
| Profitability | |
| Quality Score | |
| Value Score | |
| Momentum Score | |
| Stability (Low Vol) Score | |
| Analyst Sentiment | |
| Fund Sentiment | |
| Insider Sentiment | |
| Officer Sentiment | |
| Dividend Score | |
| QVM Score | |
| Piotroski F-SCORE | 6.00 /9 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Marsh & McLennan Companies, Inc. is MX$4,409.48. The forecasts range from a low of MX$3,659.05 to a high of MX$5,081.93. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Marsh & McLennan Companies, Inc.. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2024-07-11 | JP Morgan | Neutral | Neutral | Maintains |
| 2024-06-28 | RBC Capital | Sector Perform | Sector Perform | Maintains |
| 2024-05-22 | B of A Securities | Neutral | Neutral | Maintains |
| 2024-04-22 | UBS | Buy | Buy | Maintains |
| 2024-04-22 | TD Cowen | Hold | Hold | Maintains |
| 2024-04-19 | RBC Capital | Sector Perform | Sector Perform | Maintains |
| 2024-04-19 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-04-19 | Jefferies | Hold | Hold | Maintains |
| 2024-04-17 | Piper Sandler | Overweight | Neutral | Downgrade |
| 2024-04-15 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2024-04-11 | Evercore ISI Group | Outperform | Outperform | Maintains |
| 2024-04-11 | Wells Fargo | Overweight | Equal-Weight | Downgrade |
| 2024-04-10 | Keefe, Bruyette & Woods | Underperform | Underperform | Maintains |
| 2024-04-08 | JP Morgan | Neutral | Neutral | Maintains |
| 2024-01-30 | Keefe, Bruyette & Woods | Underperform | Underperform | Maintains |
| 2024-01-26 | RBC Capital | Sector Perform | Sector Perform | Maintains |
| 2024-01-09 | Goldman Sachs | Sell | Sell | Maintains |
| 2024-01-08 | Goldman Sachs | Buy | Sell | Downgrade |
| 2023-12-15 | Keefe, Bruyette & Woods | Market Perform | Underperform | Downgrade |
| 2023-10-20 | Citigroup | Neutral | Neutral | Maintains |
| 2023-10-20 | RBC Capital | Sector Perform | Sector Perform | Maintains |
| 2023-10-20 | Raymond James | Outperform | Outperform | Maintains |
| 2023-10-11 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2023-10-06 | Jefferies | Hold | Hold | Maintains |
| 2023-10-05 | Deutsche Bank | Buy | Initiate | |
| 2023-07-24 | Citigroup | Neutral | Neutral | Maintains |
| 2023-07-24 | Raymond James | Outperform | Outperform | Maintains |
| 2023-07-21 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2023-07-21 | Wells Fargo | Overweight | Overweight | Maintains |
| 2023-07-21 | B of A Securities | Underperform | Neutral | Upgrade |
| 2023-06-20 | Morgan Stanley | Equal-Weight | Initiate | |
| 2023-06-08 | Evercore ISI Group | In-Line | Outperform | Upgrade |
| 2023-05-15 | BMO Capital | Market Perform | Market Perform | Maintains |
| 2023-04-21 | RBC Capital | Sector Perform | Maintains | |
| 2023-04-21 | Wells Fargo | Overweight | Maintains | |
| 2023-04-21 | Raymond James | Outperform | Maintains | |
| 2023-04-21 | Citigroup | Neutral | Maintains | |
| 2023-04-18 | Citigroup | Neutral | Maintains | |
| 2023-04-13 | Evercore ISI Group | In-Line | Maintains | |
| 2023-03-31 | JP Morgan | Neutral | Maintains | |
| 2023-02-01 | Citigroup | Neutral | Maintains | |
| 2023-01-30 | Raymond James | Outperform | Maintains | |
| 2023-01-30 | Credit Suisse | Neutral | Maintains | |
| 2023-01-27 | RBC Capital | Sector Perform | Maintains | |
| 2023-01-27 | Wells Fargo | Overweight | Maintains | |
| 2023-01-20 | BMO Capital | Market Perform | Initiate | |
| 2023-01-18 | Wells Fargo | Overweight | Maintains | |
| 2023-01-09 | Jefferies | Buy | Hold | Downgrade |
| 2022-12-23 | Credit Suisse | Neutral | Initiate | |
| 2022-12-15 | Citigroup | Neutral | Initiate | |
| 2022-11-22 | Morgan Stanley | Underweight | Maintains | |
| 2022-11-08 | Atlantic Equities | Overweight | Neutral | Downgrade |
| 2022-07-22 | Raymond James | Outperform | Maintains | |
| 2022-07-12 | Jefferies | Buy | Maintains | |
| 2022-07-12 | Goldman Sachs | Buy | Initiate | |
| 2022-06-03 | Morgan Stanley | Equal-Weight | Underweight | Downgrade |
| 2022-05-23 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-05-03 | Wells Fargo | Equal-Weight | Overweight | Upgrade |
| 2022-04-22 | Wells Fargo | Equal-Weight | Maintains | |
| 2022-04-22 | Piper Sandler | Overweight | Maintains | |
| 2022-04-22 | Raymond James | Outperform | Maintains | |
| 2022-04-22 | RBC Capital | Sector Perform | Maintains | |
| 2022-04-21 | JP Morgan | Neutral | Maintains | |
| 2022-04-14 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-01-31 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-01-03 | B of A Securities | Neutral | Underperform | Downgrade |
| 2021-12-09 | RBC Capital | Outperform | Sector Perform | Downgrade |
| 2021-10-22 | RBC Capital | Outperform | Maintains | |
| 2021-10-22 | Raymond James | Underperform | Outperform | Upgrade |
| 2021-10-15 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-08-16 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-07-28 | Raymond James | Market Perform | Underperform | Downgrade |
| 2021-07-23 | B of A Securities | Underperform | Neutral | Upgrade |
| 2021-07-23 | RBC Capital | Outperform | Maintains | |
| 2021-07-09 | UBS | Buy | Maintains | |
| 2021-07-09 | Wells Fargo | Equal-Weight | Maintains | |
| 2021-05-27 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-04-29 | Goldman Sachs | Sell | Neutral | Upgrade |
| 2021-04-28 | Piper Sandler | Neutral | Overweight | Upgrade |
| 2021-04-28 | RBC Capital | Outperform | Maintains | |
| 2021-04-16 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-04-15 | Raymond James | Outperform | Market Perform | Downgrade |
| 2021-03-24 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-01-12 | Morgan Stanley | Equal-Weight | Maintains | |
| 2021-01-11 | Credit Suisse | Neutral | Outperform | Upgrade |
| 2021-01-08 | Goldman Sachs | Buy | Sell | Downgrade |
| 2020-12-08 | Citigroup | Buy | Neutral | Downgrade |
| 2020-11-24 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-11-06 | Credit Suisse | Neutral | Maintains | |
| 2020-11-02 | Piper Sandler | Overweight | Neutral | Downgrade |
| 2020-10-12 | JP Morgan | Overweight | Neutral | Downgrade |
| 2020-08-21 | B of A Securities | Neutral | Underperform | Downgrade |
| 2020-08-03 | Raymond James | Outperform | Maintains | |
| 2020-07-31 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-05-18 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-05-12 | Atlantic Equities | Neutral | Overweight | Upgrade |
| 2020-05-04 | Raymond James | Outperform | Maintains | |
| 2020-05-01 | Wells Fargo | Equal-Weight | Maintains | |
| 2020-05-01 | MKM Partners | Neutral | Maintains | |
| 2020-04-30 | CFRA | Hold | Buy | Upgrade |
| 2020-04-23 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-04-21 | Citigroup | Buy | Maintains | |
| 2020-04-13 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2020-04-01 | Wells Fargo | Equal-Weight | Maintains | |
| 2020-03-23 | Raymond James | Outperform | Maintains | |
| 2020-02-28 | Morgan Stanley | Equal-Weight | Maintains | |
| 2020-02-03 | UBS | Neutral | Maintains | |
| 2020-01-31 | Raymond James | Outperform | Maintains | |
| 2020-01-21 | Citigroup | Buy | Initiate | |
| 2019-08-15 | Morgan Stanley | Equal-Weight | Maintains | |
| 2019-07-10 | UBS | Neutral | Maintains | |
| 2019-06-17 | RBC Capital | Outperform | Maintains | |
| 2019-06-12 | Keefe Bruyette & Woods | Outperform | Market Perform | Downgrade |
| 2019-04-05 | Wells Fargo | Outperform | Market Perform | Downgrade |
| 2019-01-15 | Compass Point | Neutral | Initiate | |
| 2018-11-14 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2018-10-15 | UBS | Neutral | Neutral | Maintains |
| 2018-09-25 | Raymond James | Outperform | Underperform | Downgrade |
| 2018-09-20 | Citigroup | Buy | Buy | Maintains |
| 2018-08-07 | Credit Suisse | Neutral | Initiate | |
| 2018-07-26 | Bank of America | Buy | Neutral | Downgrade |
| 2018-07-12 | Citigroup | Buy | Buy | Maintains |
| 2018-02-20 | Barclays | Overweight | Overweight | Maintains |
| 2018-02-09 | Citigroup | Buy | Buy | Maintains |
| 2017-12-06 | UBS | Buy | Neutral | Downgrade |
| 2017-12-04 | Goldman Sachs | Neutral | Initiate | |
| 2017-10-16 | Barclays | Overweight | Maintains | |
| 2017-10-04 | Deutsche Bank | Buy | Hold | Downgrade |
| 2017-07-13 | Citigroup | Buy | Maintains | |
| 2017-06-30 | Barclays | Overweight | Maintains | |
| 2017-01-27 | Bank of America | Neutral | Buy | Upgrade |
| 2016-11-07 | Sandler O'Neill | Hold | Buy | Upgrade |
| 2016-11-04 | BMO Capital | Market Perform | Outperform | Upgrade |
| 2016-10-11 | Citigroup | Buy | Maintains | |
| 2016-09-30 | Barclays | Overweight | Maintains | |
| 2016-07-29 | Keefe Bruyette & Woods | Outperform | Maintains | |
| 2016-07-29 | Deutsche Bank | Buy | Maintains | |
| 2016-04-08 | Citigroup | Buy | Maintains | |
| 2016-03-04 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2016-01-13 | Keefe Bruyette & Woods | Market Perform | Outperform | Upgrade |
| 2016-01-11 | Credit Suisse | Outperform | Neutral | Downgrade |
| 2015-09-08 | Credit Suisse | Outperform | Maintains | |
| 2015-06-22 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2015-06-04 | PiperJaffray | Overweight | Initiate | |
| 2015-05-01 | Keefe Bruyette & Woods | Market Perform | Maintains | |
| 2015-04-01 | Credit Suisse | Outperform | Initiate | |
| 2015-02-18 | Citigroup | Buy | Maintains | |
| 2015-02-18 | Deutsche Bank | Buy | Maintains | |
| 2015-02-17 | Citigroup | Neutral | Buy | Upgrade |
| 2015-02-09 | Keefe Bruyette & Woods | Market Perform | Maintains | |
| 2015-02-09 | Morgan Stanley | Overweight | Equal-Weight | Downgrade |
| 2015-01-08 | Barclays | Overweight | Maintains | |
| 2014-12-09 | JP Morgan | Overweight | Initiate | |
| 2014-10-29 | Keefe Bruyette & Woods | Market Perform | Maintains | |
| 2014-10-08 | Citigroup | Neutral | Maintains | |
| 2014-09-25 | Macquarie | Outperform | Neutral | Downgrade |
| 2014-07-30 | Citigroup | Neutral | Maintains | |
| 2014-07-09 | Evercore Partners | Overweight | Initiate | |
| 2014-04-15 | Citigroup | Hold | Maintains | |
| 2014-03-31 | Barclays | Overweight | Maintains | |
| 2014-03-12 | Morgan Stanley | Overweight | Maintains | |
| 2014-03-12 | Nomura | Neutral | Maintains | |
| 2014-03-10 | UBS | Buy | Maintains | |
| 2014-02-12 | Citigroup | Neutral | Initiate | |
| 2014-01-16 | Raymond James | Outperform | Maintains | |
| 2013-12-05 | UBS | Buy | Maintains | |
| 2013-11-26 | Nomura | Neutral | Maintains | |
| 2013-10-16 | Credit Suisse | Neutral | Outperform | Upgrade |
| 2013-10-07 | Raymond James | Strong Buy | Outperform | Downgrade |
| 2013-10-04 | Miller Tabak | Buy | Hold | Downgrade |
| 2013-09-18 | Guggenheim | Buy | Initiate | |
| 2013-08-08 | Deutsche Bank | Buy | Maintains | |
| 2013-06-05 | Nomura | Neutral | Initiate | |
| 2013-04-18 | BMO Capital | Market Perform | Initiate | |
| 2013-02-26 | Sandler O'Neill | Buy | Hold | Downgrade |
| 2013-02-06 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2013-01-24 | Wells Fargo | Outperform | Initiate | |
| 2012-10-12 | JP Morgan | Underweight | Maintains | |
| 2012-10-01 | Barclays | Overweight | Maintains | |
| 2012-08-13 | Miller Tabak | Buy | Maintains | |
| 2012-05-07 | Deutsche Bank | Buy | Maintains | |
| 2012-03-16 | Miller Tabak | Buy | Maintains | |
| 2025-02-06 | Raymond James | Outperform | Outperform | Reiterate |
| 2025-02-03 | Keefe, Bruyette & Woods | Underperform | Underperform | Maintains |
| 2024-07-19 | RBC Capital | Sector Perform | Sector Perform | Maintains |
| 2024-07-19 | Roth MKM | Neutral | Neutral | Maintains |
| 2024-10-10 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-10-10 | B of A Securities | Neutral | Neutral | Maintains |
| 2024-10-09 | Jefferies | Hold | Hold | Maintains |
| 2024-11-25 | Evercore ISI Group | Outperform | Reiterate | |
| 2025-08-18 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2024-10-01 | B of A Securities | Neutral | Neutral | Maintains |
| 2024-11-21 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2024-10-22 | BMO Capital | Market Perform | Market Perform | Maintains |
| 2024-10-22 | UBS | Buy | Buy | Maintains |
| 2024-10-22 | Keefe, Bruyette & Woods | Underperform | Underperform | Maintains |
| 2024-10-18 | Roth MKM | Neutral | Neutral | Maintains |
| 2024-10-18 | RBC Capital | Sector Perform | Sector Perform | Maintains |
| 2024-09-04 | Barclays | Equal-Weight | Initiate | |
| 2025-01-31 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-04-11 | Jefferies | Hold | Hold | Maintains |
| 2025-04-11 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2025-04-10 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-01-10 | Keefe, Bruyette & Woods | Underperform | Underperform | Maintains |
| 2025-01-03 | JP Morgan | Neutral | Neutral | Maintains |
| 2024-12-12 | RBC Capital | Sector Perform | Outperform | Upgrade |
| 2025-04-09 | Keefe, Bruyette & Woods | Underperform | Underperform | Maintains |
| 2025-04-09 | UBS | Buy | Buy | Maintains |
| 2025-04-21 | Keefe, Bruyette & Woods | Underperform | Underperform | Maintains |
| 2025-08-13 | Citigroup | Neutral | Initiate | |
| 2025-07-10 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-07-09 | Keefe, Bruyette & Woods | Underperform | Underperform | Maintains |
| 2025-07-18 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-07-07 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2025-07-21 | UBS | Buy | Buy | Maintains |
| 2025-07-21 | Keefe, Bruyette & Woods | Underperform | Underperform | Maintains |
