Marsh McLennan is a global professional services firm specializing in risk, strategy, and people. The company operates through four main segments: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. Marsh provides insurance brokerage and risk management services, Guy Carpenter focuses on reinsurance and risk solutions, Mercer offers health and benefits consulting, and Oliver Wyman delivers management consulting services. Major revenue sources include insurance brokerage fees, consulting fees, and risk management services.
The investment profile of Marsh McLennan is more aligned with balanced investors, given its combination of growth potential and dividend yield. The company offers a moderate dividend, appealing to those seeking income while also showing growth in revenue. However, the elevated risk factors suggest caution for investors.
| Date | Before | After | Reason |
|---|---|---|---|
| 2026-07-25 | Sell | Hold | Weak momentum and mixed fundamentals suggest caution. |
| 2026-07-17 | Hold | Sell | Weak momentum and high risk overshadow potential upside. |
| 2026-07-09 | Sell | Hold | Weak momentum and mixed fundamentals raise uncertainty. |
| 2026-07-02 | Hold | Sell | Weak momentum and high risk overshadow potential upside. |
| 2026-06-19 | Sell | Hold | Weak momentum and mixed fundamentals suggest caution. |
| 2026-06-09 | Hold | Sell | Negative momentum and high risk outweigh potential upside. |
| 2026-06-01 | Sell | Hold | Weak momentum and high risk overshadow potential upside. |
| 2026-05-08 | — | Sell | Weak momentum and high risk overshadow potential upside. |
| 2026-05-08 | Hold | Hold | Компания демонстрирует стабильный рост выручки, однако наблюдается снижение цены акций за последние месяцы. Рекомендуется удерживать акции до более ясных сигналов о восстановлении. |
| 2026-02-10 | Sell | Hold | Компания демонстрирует умеренный рост выручки, но наблюдается негативная динамика цен на акции за последние месяцы. Учитывая дивидендную доходность и стабильные финансовые показатели, целесообразно удерживать акции. |
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-01-14 | Cantor Fitzgerald | Target Lowered | 226 → 208 | 182.7 |
| 2026-01-13 | Wells Fargo | Target Lowered | 212 → 199 | 185.63 |
| 2026-01-08 | Barclays | Target Raised | 206 → 210 | 182.9 |
| 2026-01-07 | Goldman Sachs | Target Raised | 196 → 199 | 182.9 |
| 2026-01-07 | Evercore ISI | Target Lowered | 237 → 236 | 182.65 |
| 2025-12-16 | Morgan Stanley | Target Lowered | 195 → 190 | 187.285 |
| 2025-12-15 | Mizuho Securities | Update | — → 212 | 187.285 |
| 2025-11-24 | RBC Capital | Update | — → 200 | 179.28 |
| 2025-11-20 | Barclays | Rating Upgraded | — → 206 | 177.13 |
| 2025-10-20 | Roth Capital | Target Lowered | 230 → 200 | 189.59 |
