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MRSH · Marsh & Mclennan Companies, Inc.

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$190.21 +1.01 (+0.53%) At close · Aug 20
Market Cap
$90.29B
Shares
477.21M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$190.21 Open$188.46 Day$187.58–191.81 52W close$157.32–211.21 Avg vol 30d2.3M Short int7.5M · 1.6% float · 2.4d Short vol26% Last earningsJul 21, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 21

Up next

Next earnings call
Oct 23, 2026 Est · unconfirmed · in 9 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Jul 21, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Buy Momentum Strong Sentiment Bearish Fundamentals Strong Quant / Vol Moderate
      Market backdrop VIX 14.9 · calm Equity put/call 0.52
      Technical
      price trend
      Buy
      50 / 200-day cross Golden cross
      Price vs 200-day avg +7%
      above
      Price vs 50-day avg +6%
      above
      RSI (14) 57
      neutral
      MACD trend Negative
      52-week position 61%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Strong
      1-month return +8%
      trailing
      6-month return +2%
      trailing
      YTD return +3%
      this year
      Relative strength −9%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bearish
      Trend (MA cross) Golden cross
      50d $179 › 200d $177 — 50d above 200d
      Institutional flow Distributing
      -4% holders QoQ · +141 funds added
      Insider flow Distributing
      Net -$4.7M over 90 days · 100% sells
      Short interest Rising
      1.57% of float · ▲ +11.3% MoM · 2.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      1,497 holders — mid 3-yr range
      Squeeze score 53
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth +10%
      Y/Y
      EPS growth +3%
      Y/Y
      Free cash flow $5.0B
      Valuation P/E 23.1
      in line
      Buyback $4.2B
      remaining
      Balance sheet $16.9B
      net debt
      Quant / Vol
      risk profile
      Moderate
      Volatility 26%
      annualized · 1-yr
      Max drawdown −26%
      past year
      ATR 2.3%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the Earnings Call filed Mar 31, 2026
      second quarter
      Fiduciary interest income $80M
      Corporate expense $90M
      Interest expense $245M
      2026
      Adjusted effective tax rate Non-GAAP 24.5% – 25.5%
      Capital deployment across dividends, acquisitions, and share rep $5B
      Prior guidance period ended · from the Earnings Call filed Mar 31, 2024
      Other net benefit credit · full year $265M
      Interest expense · Q2 $158M
      Interest expense · full year $620M
      Adjusted effective tax rate · 2024 25.5% – 26.5%
      Capital deployment · 2024 $4.5B

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 3 · 3
      50 / 200-day cross
      Golden cross Bullish
      Price vs 200-day avg
      +7% Bullish
      Price vs 50-day avg
      +6% Bullish
      RSI (14)
      57 Neutral
      MACD trend
      Negative Bearish
      52-week position
      61% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bearish · 3 of 6
      Trend (MA cross) Golden cross
      50d $179 › 200d $177 — 50d above 200d
      Institutional flow Distributing
      -4% holders QoQ · +141 funds added
      Insider flow Distributing
      Net -$4.7M over 90 days · 100% sells
      Short interest Rising
      1.57% of float · ▲ +11.3% MoM · 2.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      1,497 holders — mid 3-yr range
      Price context
      position in its 52-week range
      Range low $157 Now $190 · 61% Range high $211
      vs 200-day avg +7% vs 50-day avg +6% 50-day above 200-day golden cross

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Shares repurchased 8.7M Six Months Ended June 30, 2026

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Insurance Brokers — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      MRSH
      Marsh & Mclennan Companies, Inc.
      this stock
      $90.29B +2.5% +10.3% 23.1 1.6%
      AON
      Aon plc
      $74.65B -0.3% +7.7% 19.4 2.3%
      AJG
      Arthur J. Gallagher & Co.
      $66.54B +0.3% +10.1% 43.1 2.4%
      WTW
      Willis Towers Watson PLC
      $31.68B +3.8% -2.2% 21.1 3.8%
      BRO
      Brown & Brown, Inc.
      $23.21B -9.6% +19.1% 5.0%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      1,497
      % held
      94.4%
      Net QoQ
      +11.1M sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      1,052
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      7.5M
      Days to cover
      2.4d
      Change
      +761.5K sh
      View
      Short Volume
      Short vol %
      26%
      As of
      Aug 20, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      1.2K
      Value
      $210.6K
      As of
      Jul 20, 2026
      View
      Off-Exchange
      Off-exchange %
      44.6%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$4.7M
      Buyers / Sellers
      0 / 3
      Buyers Sellers
      View
      Congressional Trades Sell
      Member
      Alan Armstrong
      Amount
      $1.0K–$15.0K
      Traded
      Mar 27, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $27.0B
      Net income (FY)
      $4.2B
      EPS diluted
      $8.43
      View
      Buybacks
      Authorized
      $6.0B
      Remaining
      $4.2B
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jul 21, 2026
      This year
      14
      View
      Proposed Sales
      Value
      $1.2M
      Shares
      6.5K
      Filed
      Aug 6, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 21, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      MRSH +0.8% +7.8% +1.9% +0.3% +2.5%
      SPY -2.0% +3.3% +11.2% +2.1% +11.8%
      vs SPY +2.8% +4.5% -9.3% -1.8% -9.3%

      Capital returns

      Latest dividend
      $0.99 / share · ex Jul 23, 2026
      Raised 10%
      Paid (TTM)
      $3.69 / share · 4 payouts
      Dividend yield (TTM, derived)
      1.94%
      Buyback program · as of Jun 30, 2026
      Authorized
      $6.00B
      Spent (derived)
      $1.80B
      Remaining
      $4.20B
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 62709 CUSIP 571748102 13F (30d) 1270 filings 1207 filers Visit website Investor relations