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MRSH · Marsh & Mclennan Companies, Inc.

$192.19 +8.88 (+4.84%) At close · Jul 28
Market Cap
$91.72B
Shares
477.21M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$192.19 Open$186.89 Day$186.46–192.38 52W$156.60–211.77 Avg vol 30d2.5M Short int6.7M · 1.4% float · 3.0d Short vol55% Last earningsJul 21, 2026 DataJan 2020–Jul 2026 Filing10-Q · Jul 21

Up next

Next earnings call
Oct 23, 2026 Est · unconfirmed · in 12 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
      Buy
      SellHoldBuy
      Technical Buy Momentum Strong Sentiment Neutral Fundamentals Strong Quant / Vol Moderate
      Market backdrop VIX 18.2 · elevated Equity put/call 0.71
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +8%
      above
      Price vs 50-day avg +13%
      above
      RSI (14) 70
      neutral
      MACD trend Positive
      52-week position 65%
      mid-range
      Momentum
      relative strength
      Strong
      1-month return +15%
      trailing
      6-month return +2%
      trailing
      YTD return +4%
      this year
      Relative strength −5%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $170 › 200d $177 — 200d above 50d
      Institutional flow Accumulating
      555 of 1,543 funds reported for Jun 30 · net +565.2K sh shares · +41 new
      Insider flow Distributing
      Net -$4.8M over 90 days · 100% sells
      Short interest Falling
      1.41% of float · ▼ -0.0% MoM · 3.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      1,543 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 23.5
      in line
      Buyback $4.2B
      remaining
      Balance sheet $16.9B
      net debt
      Quant / Vol
      risk profile
      Moderate
      Volatility 26%
      annualized · 1-yr
      Max drawdown −25%
      past year
      ATR 2.5%
      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 Initiated $80M
      Corporate expense Initiated $90M
      Interest expense Initiated $245M
      2026
      Adjusted effective tax rate Non-GAAP Initiated 24.5% – 25.5%
      Capital deployment across dividends, acquisitions, and share rep Initiated $5B

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

      Technicals

      trend & momentum for long-term holders Buy
      0 · 3 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +8% Bullish
      Price vs 50-day avg
      +13% Bullish
      RSI (14)
      70 Neutral
      MACD trend
      Positive Bullish
      52-week position
      65% Neutral
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $170 › 200d $177 — 200d above 50d
      Institutional flow Accumulating
      555 of 1,543 funds reported for Jun 30 · net +565.2K sh shares · +41 new
      Insider flow Distributing
      Net -$4.8M over 90 days · 100% sells
      Short interest Falling
      1.41% of float · ▼ -0.0% MoM · 3.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      1,543 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $157 Now $192 · 65% 52-wk high $212
      vs 200-day avg +8% vs 50-day avg +13%

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

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Share repurchase amount $1.5B six months ended June 30, 2026
      Underlying Revenue Growth non-GAAP 4% first quarter of 2026

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      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
      $91.72B +4.1% +9.7% 23.5 1.4%
      AON
      Aon plc
      $81.40B +8.0% -0.7% 20.9 2.1%
      AJG
      Arthur J. Gallagher & Co.
      $68.16B +2.8% +16.6% 42.9 3.1%
      WTW
      Willis Towers Watson PLC
      $29.86B -3.5% -2.2% 18.6 3.9%
      BRO
      Brown & Brown, Inc.
      $24.64B -7.4% +19.1% 23.5 5.6%

      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
      1,521
      % held
      89.6%
      Reported
      555 of 1,543
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      983
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      6.7M
      Days to cover
      3.0d
      Change
      -1.3K sh
      View
      Short Volume
      Short vol %
      55%
      As of
      Jul 28, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      199
      Value
      $33.2K
      As of
      Jun 30, 2026
      View
      Off-Exchange
      Off-exchange %
      44.9%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$4.8M
      Buyers / Sellers
      0 / 2
      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
      $1.3M
      Shares
      7.1K
      Filed
      Jul 28, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 21, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      MRSH +5.8% +15.3% +2.0% +15.3% +4.1%
      SPY -1.0% 0.0% +7.4% -0.8% +8.6%
      vs SPY +6.8% +15.3% -5.5% +16.1% -4.5%

      Capital returns

      Latest dividend
      $0.99 / share · ex Jul 23, 2026
      Raised 10%
      Paid (TTM)
      $3.69 / share · 4 payouts
      Dividend yield (TTM, derived)
      1.92%
      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) 522 filings 493 filers Visit website Investor relations