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Marsh sues Aon over hiring of construction exec

https://www.businessinsurance.com/marsh-sues-aon-over-hiring-of-construction-exec/
Marsh USA LLC has filed a lawsuit against Aon Risk Services Cos. Inc., alleging Aon poached construction executive Robert McDonough. Marsh claims McDonough convinced 19 team members to resign and encouraged existing Marsh clients to switch to Aon, violating his non-solicitation and non-disclosure agreements. Marsh is seeking injunctive relief and damages against Aon.

Marsh & McLennan Companies (MRSH) Announces $600 Million Senior Notes Offering

https://www.gurufocus.com/news/8634323/marsh-mclennan-companies-mrsh-announces-600-million-senior-notes-offering
Marsh & McLennan Companies (MRSH) has announced a $600 million offering of 4.950% Senior Notes due 2036. This strategic financial move, executed through an underwriting agreement with Citigroup, J.P. Morgan Securities, and Wells Fargo Securities, aims to strengthen the company's capital structure and enhance liquidity. The issuance, completed on February 19, 2026, is expected to support Marsh & McLennan's long-term growth objectives and maintain its competitive market edge.

Marsh & McLennan Issues $600 Million Senior Notes

https://www.tipranks.com/news/company-announcements/marsh-mclennan-issues-600-million-senior-notes
Marsh & McLennan Companies has issued $600 million of 4.950% senior notes due in 2036. The issuance, underwritten by a syndicate including Citigroup Global Markets and J.P. Morgan Securities, strengthens the firm's long-term funding. TipRanks' AI Analyst, Spark, rates MRSH as Neutral, citing solid operating performance balanced by balance-sheet leverage risk and bearish technicals.

Analysts Offer Insights on Financial Companies: Travelers Companies (TRV) and Progressive (PGR)

https://www.theglobeandmail.com/investing/markets/stocks/PGR/pressreleases/306310/analysts-offer-insights-on-financial-companies-travelers-companies-trv-and-progressive-pgr/
Analysts have provided insights into financial companies Travelers Companies (TRV) and Progressive (PGR). Evercore ISI maintained a Buy rating on Travelers with a $317.00 price target, reflecting a Moderate Buy consensus. William Blair maintained a Hold rating on Progressive, which also has a Moderate Buy consensus with a $242.80 average price target, suggesting a 16.5% upside.

Analysts Offer Insights on Financial Companies: Travelers Companies (TRV) and Progressive (PGR)

https://www.theglobeandmail.com/investing/markets/stocks/TRV/pressreleases/306310/analysts-offer-insights-on-financial-companies-travelers-companies-trv-and-progressive-pgr/
Analysts have provided insights on Travelers Companies (TRV) and Progressive (PGR), both in the Financial sector. David Motemaden of Evercore ISI maintained a Buy rating on Travelers Companies with a price target of $317.00, while Adam Klauber from William Blair maintained a Hold rating on Progressive, whose shares are near their 52-week low. The general sentiment for Travelers is a Moderate Buy, and for Progressive, it's also a Moderate Buy with a potential 16.5% upside from current levels.
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Nasdaq Analyst Becomes Optimistic; Check Out the Top 5 Upgrades for Thursday

https://intellectia.ai/news/etf/nasdaq-analyst-becomes-optimistic-check-out-the-top-5-upgrades-for-thursday
Several Wall Street analysts have upgraded their ratings for various companies, including AVITA Medical, Agios Pharmaceuticals, Nasdaq, and Marsh & McLennan. AVITA Medical was upgraded from Sell to Neutral by BTIG, while Agios Pharmaceuticals was upgraded from Market Perform to Outperform by Leerink Partners. Morgan Stanley upgraded Nasdaq to Overweight, and Barclays upgraded Marsh & McLennan to Overweight.

TD Cowen: AI jitters overshadow otherwise solid Q4 P&C earnings

https://www.insurancebusinessmag.com/us/news/breaking-news/td-cowen-ai-jitters-overshadow-otherwise-solid-q4-pandc-earnings-565678.aspx
The US property and casualty (P&C) sector experienced solid Q4 earnings in 2025, but market sentiment was negatively impacted by concerns over AI-driven broker disintermediation, leading to significant stock drops for major brokers. Despite strong industry fundamentals, including over $1 trillion in direct premiums written for the first time in 2024 and improved combined ratios, consumer unease about AI use in insurance persists. The outlook for Q1 2026 is balanced between supportive pricing and the ongoing narrative risk posed by AI's potential to automate insurance distribution.

Marsh And McLennan Refines Leadership And AI Tools For Risk Growth

https://www.sahmcapital.com/news/content/marsh-and-mclennan-refines-leadership-and-ai-tools-for-risk-growth-2026-02-13
Marsh & McLennan Companies (NYSE:MRSH) has announced leadership changes in Canada and the UK and adopted ZestyAI risk analytics for its private client services. Michael Lewis is appointed President of Marsh Risk Canada, and Lisa Quest will serve as Marsh UK CEO while retaining her Oliver Wyman role. These strategic moves aim to enhance commercial strategy, improve client risk insights, and leverage AI for better catastrophe exposure assessment for high-net-worth clients, amidst a mixed stock performance history for MRSH.

Investment firm Raymond James has released its latest research report, upgrading the stock rating of insurance giant Marsh & McLennan Companies Inc from "Outperform" to "Strong Buy".

https://www.bitget.com/amp/news/detail/12560605203643
Raymond James has upgraded Marsh & McLennan Companies Inc's stock rating from "Outperform" to "Strong Buy." Despite the upgrade, the firm has lowered its target stock price from $240 to $225, reflecting a reevaluation of the company's long-term value and short-term valuation. This adjustment suggests a more optimistic outlook on the stock's potential for growth while acknowledging current market valuations.

Raymond James upgrades Marsh stock rating on valuation reset

https://www.investing.com/news/analyst-ratings/raymond-james-upgrades-marsh-stock-rating-on-valuation-reset-93CH-4508059
Raymond James has upgraded Marsh (NYSE:MRSH) to Strong Buy from Outperform, despite lowering its price target to $225 from $240. The upgrade reflects a valuation reset after the stock fell 17% in six months, now trading at approximately 17 times 2026 estimated earnings, and is seen as undervalued by InvestingPro's Fair Value model. Raymond James cited Marsh's high-quality earnings, margin expansion, strong credit signal, and leadership position as key reasons for the improved rating.
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Investment firm Raymond James has released its latest research report, upgrading the stock rating of insurance giant Marsh & McLennan Companies Inc from "Outperform" to "Strong Buy".

https://www.bitget.com/news/detail/12560605203643
Investment firm Raymond James upgraded Marsh & McLennan Companies Inc.'s stock rating from "Outperform" to "Strong Buy" in its latest research report. Despite the upgrade, the firm lowered the target stock price from $240 to $225, suggesting a reevaluation of the company's long-term value and short-term valuation. This indicates a positive outlook on the stock's potential while adjusting expectations for its immediate market value.

Enstar to acquire AF Group from Blue Cross

https://www.reinsurancene.ws/enstar-to-acquire-af-group-from-blue-cross/
Enstar, a global insurance and reinsurance group, has agreed to acquire Accident Fund Holdings, Inc. (AF Group) from Blue Cross Blue Shield of Michigan. The transaction, expected to close in the second half of 2026, will see AF Group operate as a standalone subsidiary, leveraging Enstar's financial strength and complementary P&C capabilities. This move expands Enstar's global re/insurance offerings and allows Blue Cross Blue Shield of Michigan to strengthen its focus on healthcare affordability.

Ryan Specialty Reshapes Canada Operations As Cash Returns Take Center Stage

https://www.sahmcapital.com/news/content/ryan-specialty-reshapes-canada-operations-as-cash-returns-take-center-stage-2026-02-13
Ryan Specialty Holdings has restructured its Canadian operations, consolidating several managing general underwriters under a new entity, Ryan Specialty Canada Limited, with Stephen Stewart appointed CEO. Concurrently, the company announced a $300 million share repurchase program and increased its quarterly dividend to US$0.13 per share. These moves signal a strategic shift towards capital returns to shareholders, driven by confidence in cash generation despite a recent dip in net income.

Enstar Announces Acquisition of AF Group

https://www.globenewswire.com/news-release/2026/02/13/3238169/10993/en/Enstar-Announces-Acquisition-of-AF-Group.html
Enstar Group Limited has announced its definitive agreement to acquire 100% of the shares of Accident Fund Holdings, Inc. (AF Group) from Blue Cross Blue Shield of Michigan. This acquisition combines the complementary capabilities of both companies in property and casualty insurance, leveraging Enstar's strength to expand its re/insurance solutions and AF Group's market position. The transaction is expected to close in the second half of 2026, pending regulatory approvals.

Assessing Brown & Brown (BRO) Valuation After Recent Share Price Weakness

https://simplywall.st/stocks/us/insurance/nyse-bro/brown-brown/news/assessing-brown-brown-bro-valuation-after-recent-share-price
Brown & Brown (BRO) has experienced recent share price weakness, with a 12% decline over the past month, but its most followed valuation narrative suggests it is 17.6% undervalued, with a fair value of $84.36 against a current price of $69.53. Analysts' consensus price target is even higher at $109.917, despite some disagreement among them. The article suggests that while the company generates substantial revenue and net income, future performance hinges on factors like compound growth, steady margins, and the absence of challenges from softer CAT property pricing or Florida insurance reforms.
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The Hartford’s Future Of Benefits Study: Employers Seeking Simplicity And Ease In The Face Of Increasingly Complex Landscape

https://www.businesswire.com/news/home/20260212959031/en/The-Hartfords-Future-Of-Benefits-Study-Employers-Seeking-Simplicity-And-Ease-In-The-Face-Of-Increasingly-Complex-Landscape
The Hartford's 2026 Future of Benefits Study reveals that employers are seeking simpler, integrated solutions for employee benefits due to increased responsibilities and the complexity of managing multiple vendors. Technology plays a crucial role, with a strong demand for digital tools for transactional tasks and human interaction for sensitive issues. The study also highlights the ongoing challenge of educating employees about benefits and the evolving role of HR professionals in this landscape.

Alpine Associates Management Inc. Purchases 403,807 Shares of ProAssurance Corporation $PRA

https://www.marketbeat.com/instant-alerts/filing-alpine-associates-management-inc-purchases-403807-shares-of-proassurance-corporation-pra-2026-02-12/
Alpine Associates Management Inc. significantly increased its stake in ProAssurance Corporation (NYSE:PRA) by 73.6% in the third quarter, purchasing an additional 403,807 shares. This makes ProAssurance the fund's 18th largest position, accounting for 1.4% of its investment portfolio, valued at $22.852 million. Other institutional investors also adjusted their holdings in ProAssurance, while Wall Street analysts currently rate the stock with a consensus of "Reduce" and a price target of $25.00.

Execution Risks Cloud Marsh & McLennan’s Thrive and BCS Efficiency Plans

https://www.tipranks.com/news/company-announcements/execution-risks-cloud-marsh-mclennans-thrive-and-bcs-efficiency-plans
Marsh & McLennan Companies, Inc. (MRSH) faces significant execution risks with its three-year Thrive program and new Business Client Services unit, designed to enhance brand strategy, client value, and operational efficiency. Potential disruptions, loss of institutional knowledge, or regulatory issues could delay or diminish the intended benefits. The analyst warns that actual costs, savings, and timelines might deviate from estimates, potentially impacting the company's financial results and constraining reinvestment in growth initiatives.

The Architect of Risk: WTW’s Strategic Transformation and the New Era of Brokerage

https://markets.financialcontent.com/stocks/article/finterra-2026-2-10-the-architect-of-risk-wtws-strategic-transformation-and-the-new-era-of-brokerage
Willis Towers Watson (WTW) has undergone a significant transformation since its failed merger with Aon in 2021, emerging as a leaner, technologically advanced competitor in global risk management. The company has focused on a "Grow, Simplify, Transform" strategy, recently acquiring tech-native broker Newfront and emphasizing AI-driven advisory and specialty risk. This strategic pivot, alongside strong financial performance and expansion of operating margins, has led to sustained stock outperformance and a closing valuation gap with its peers.

Marsh & McLennan stock hits 52-week low at $174.15

https://www.investing.com/news/company-news/marsh--mclennan-stock-hits-52week-low-at-17415-93CH-4494796
Marsh & McLennan Companies Inc. (MRSH) stock reached a 52-week low at $174.15, marking a 23.3% decrease over the past year due to broader industry challenges. Despite this, the company's Marsh McLennan Agency recently acquired Robinson & Son, a maritime insurance specialist, and reported fourth-quarter earnings that surpassed analyst expectations. Goldman Sachs and Mizuho have indicated a positive outlook by raising their price targets for Marsh, citing improved earnings estimates and modest growth.
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Brown & Brown launches national healthcare practice

https://captiveinsurancetimes.com/captiveinsurancenews/regionarticle.php?article_id=10154&navigationaction=northamerica&page=1&newssection=industry
Brown & Brown, Inc. has launched Brown & Brown Healthcare, a national healthcare practice offering fully integrated, all-lines risk solutions. The specialized team comprises over 140 professionals co-led by Matthew Siciliani and Tracy Hoffman, with strategic guidance from Bob Dubraski. This practice aims to provide comprehensive risk management services, including professional liability and captive management, to healthcare organizations.

kWh Analytics boosts renewable energy coverage with renewed Aspen Specialty partnership

https://www.reinsurancene.ws/kwh-analytics-boosts-renewable-energy-coverage-with-renewed-aspen-specialty-partnership/
kWh Analytics has renewed its agreement with Aspen Specialty, significantly expanding its Property Insurance offering for renewable energy projects. This partnership allows kWh Analytics to insure up to $100 million per project, covering solar, battery storage, and minority asset classes, and includes delegated authority for underwriting both construction and operational accounts. The expansion highlights confidence in kWh Analytics' data-driven underwriting and its commitment to advancing risk mitigation in the rapidly growing renewable energy sector.

Marsh Expands Specialty Insurance Offerings As Valuation Signals Possible Upside

https://www.sahmcapital.com/news/content/marsh-expands-specialty-insurance-offerings-as-valuation-signals-possible-upside-2026-02-05
Marsh & McLennan Companies (NYSE:MRSH) is expanding its specialized insurance offerings into areas like AI-driven data centers, commercial space, maritime brokerage, and senior living. These initiatives are aimed at broadening the company's revenue and commission base. While the stock's valuation by Simply Wall St suggests it is undervalued and trading below analyst targets, investors are advised to monitor its P/E ratio, revenue, and high debt level in relation to these new growth projects.

Verisk Estimates Insured Losses for Winter Storm Fern Could Reach USD 4 Billion

https://www.marketscreener.com/news/verisk-estimates-insured-losses-for-winter-storm-fern-could-reach-usd-4-billion-ce7e5adbdc81f025
Verisk estimates that insured industry losses from Winter Storm Fern, which impacted the Midwest, Northeast, South, Tennessee Valley, and Mid-Atlantic from January 23-26, could reach USD 4 billion. Freeze impacts, including widespread power outages and burst pipes, are expected to be the primary drivers of these losses, with supplemental losses from wind and snow. If these estimates hold, Fern would be the third costliest U.S. winter storm on record, highlighting the severity of the event and the enhanced modeling capabilities of Verisk's updated U.S. Winter Storm Model.

Globe Life earnings on deck: Reinsurance strategy in focus

https://m.investing.com/news/earnings/globe-life-earnings-on-deck-reinsurance-strategy-in-focus-93CH-4485645?ampMode=1
Globe Life Inc. is preparing to announce its fourth-quarter results, with investors keen to assess the impact of its new Bermuda reinsurance strategy on cash flow and operating performance. Analysts project earnings of $3.44 per share on $1.53 billion in revenue, with a generally bullish outlook from Wall Street. Key areas of focus for investors include the implementation of the Bermuda reinsurance structure, actuarial assumptions, and sales momentum.
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Arthur J. Gallagher's (NYSE:AJG) Upcoming Dividend Will Be Larger Than Last Year's

https://simplywall.st/stocks/us/insurance/nyse-ajg/arthur-j-gallagher/news/arthur-j-gallaghers-nyseajg-upcoming-dividend-will-be-larger-3
Arthur J. Gallagher & Co. (NYSE:AJG) has announced an increased dividend of $0.70, payable on March 20th, which is larger than the previous year's comparable payment. Despite a modest dividend yield of 1.1%, the company's earnings comfortably cover the dividend, with a projected payout ratio of 21% for the coming year. Arthur J. Gallagher has a strong track record of dividend growth, increasing distributions at an annual rate of about 6.6% since 2016, supported by a 6.3% earnings per share growth over the last five years.

Chubb posts record earnings

https://www.royalgazette.com/reinsurance/business/article/20260203/chubb-posts-record-earnings/
Chubb Ltd reported record net income for the fourth quarter and full year of 2025, driven by strong underwriting results and increased investment income. The Zurich-based insurer, with significant Bermuda operations, saw its full-year net income reach $10.31 billion and earnings per share climb 28 percent. Chairman and CEO Evan Greenberg credited broad-based contributions across the business and robust capital generation, anticipating continued strong growth in 2026.

Analysts Offer Insights on Financial Companies: SoFi (SOFI) and Marsh & McLennan Companies (MRSH)

https://www.theglobeandmail.com/investing/markets/stocks/SOFI/pressreleases/37377729/analysts-offer-insights-on-financial-companies-sofi-sofi-and-marsh-mclennan-companies-mrsh/
Analyst Kyle Peterson of Needham maintained a Buy rating on SoFi (SOFI) with a $33.00 price target, while the analyst consensus for SoFi is a Hold with a $25.75 average price target. Robert Cox CFA from Goldman Sachs maintained a Hold rating on Marsh & McLennan Companies (MRSH), whose shares closed at $188.19 last Friday. The overall analyst consensus for Marsh & McLennan is a Moderate Buy with an average price target of $206.44.

Analysts Offer Insights on Financial Companies: SoFi (SOFI) and Marsh & McLennan Companies (MRSH)

https://www.theglobeandmail.com/investing/markets/stocks/SOFI-Q/pressreleases/37377729/analysts-offer-insights-on-financial-companies-sofi-sofi-and-marsh-mclennan-companies-mrsh/
Needham analyst Kyle Peterson maintained a Buy rating on SoFi (SOFI) with a $33.00 price target, while Goldman Sachs analyst Robert Cox CFA maintained a Hold rating on Marsh & McLennan Companies (MRSH). SoFi currently has a Hold consensus with a $25.75 average price target, and Marsh & McLennan Companies has a Moderate Buy consensus with a $206.44 average price target. This article summarizes recent analyst activity for these two financial companies.

Insurance acquisitions: Radian, MMA, Gallagher, Simplicity, Meiji Yasuda

https://www.insurancebusinessmag.com/us/news/mergers-acquisitions/insurance-acquisitions-radian-mma-gallagher-simplicity-meiji-yasuda-564042.aspx
This article details several recent insurance acquisitions, including Radian Group's purchase of Inigo Limited to expand into specialty insurance, Marsh McLennan Agency's acquisition of maritime-focused Robinson & Son LLC, and Arthur J. Gallagher & Co.'s growth in benefits consulting with Hunt Financial Group. It also covers Simplicity Group's acquisition of disability insurance specialist Source Brokerage LLC and Meiji Yasuda Group's completion of a $2.3 billion life insurance deal for Banner Life and William Penn Life Insurance Co.
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From Prep to Reopen: Get Your Restaurant Ready for Severe Weather

https://www.cbiz.com/insights/article/from-prep-to-reopen-get-your-restaurant-ready-for-severe-weather
This article provides a comprehensive guide for restaurant owners on how to prepare for, respond to, and recover from severe weather events, specifically hurricanes. It outlines critical steps to take 72, 48, and 24 hours before a storm, as well as actions during and after, focusing on staff safety, property protection, and business continuity. The guide emphasizes emergency contacts, inventory management, utility protection, and rapid reopening procedures.

Earnings call transcript: Brown & Brown Q4 2025 sees stock dip despite EPS beat

https://ng.investing.com/news/transcripts/earnings-call-transcript-brown--brown-q4-2025-sees-stock-dip-despite-eps-beat-93CH-2319034
Brown & Brown (BRO) reported a mixed Q4 2025 financial performance with adjusted EPS of $0.93 exceeding expectations, but revenue falling short at $1.6 billion. The stock subsequently dipped 6.39% in after-hours trading, reflecting investor concerns despite strong full-year revenue growth of 23% and significant acquisition activity. Executives discussed market conditions, integration of its largest acquisition (Accession), and challenges like competitor-induced employee departures, while affirming a strong balance sheet and optimistic outlook for stable economic growth in 2026.

Hudson Falls marine insurance agency joins Marsh McLennan Agency

https://www.stocktitan.net/news/MMC/marsh-mc-lennan-agency-acquires-robinson-cul3v0lnt474.html
Marsh McLennan Agency (MMA) has acquired Robinson & Son, a marine insurance agency based in Hudson Falls, New York. This acquisition expands MMA's capabilities in the maritime industry, with all Robinson & Son employees, including Co-Founder James Robinson, joining MMA. The terms of the acquisition were not disclosed, but it aims to enhance client service and provide broader resources for clients with maritime operations.

Aon Expands Climate Platform With €260m Emerging Markets Transition Fund

https://www.sahmcapital.com/news/content/aon-expands-climate-platform-with-260m-emerging-markets-transition-fund-2026-02-01
Aon has launched a new €260m emerging markets climate transition fund in partnership with Irish Life, bringing its total climate-related investment strategies in Ireland to over €1 billion. This move addresses growing client demand for climate-focused and ESG-aligned investment solutions and signals Aon's strategic focus on building out its investment capabilities in this area. The fund reinforces Aon's advisory role and expands its fee-based opportunities in investment consulting, although it introduces exposure to emerging-market and climate-policy risks.

Earnings Update: Marsh & McLennan Companies, Inc. (NYSE:MRSH) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts

https://simplywall.st/stocks/us/insurance/nyse-mrsh/marsh-mclennan-companies/news/earnings-update-marsh-mclennan-companies-inc-nysemrsh-just-r
Marsh & McLennan Companies (NYSE: MRSH) recently released its annual results, showing revenues of US$27 billion and EPS of US$8.43, meeting analyst expectations. Analysts are forecasting a modest 4.9% revenue growth to US$28.3 billion in 2026 and a 9.2% increase in EPS to US$9.37, with their price target remaining unchanged at US$208. The company's revenue growth is expected to slow compared to historical rates but remain in line with the industry average.
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Earnings Update: Marsh & McLennan Companies, Inc. (NYSE:MRSH) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts

https://simplywall.st/stocks/us/insurance/nyse-mrsh/marsh-mclennan-companies/news/earnings-update-marsh-mclennan-companies-inc-nysemrsh-just-r/amp
Marsh & McLennan Companies (NYSE:MRSH) recently released its annual financial results, showing revenues of US$27 billion and EPS of US$8.43, meeting analyst expectations. Following the report, analysts maintained their forecasts for 2026, predicting revenues of US$28.3 billion and EPS of US$9.37, indicating no significant change in their outlook for the company's performance. The consensus price target remains at US$208, with revenue growth expected to slow but align with industry averages.

Brown & Brown Legal Leadership Shift Puts Governance And Risk Focus In View

https://simplywall.st/stocks/us/insurance/nyse-bro/brown-brown/news/brown-brown-legal-leadership-shift-puts-governance-and-risk
Brown & Brown (NYSE:BRO) announced the passing of its Chief Legal Officer, Robert Mathis, and the appointment of Eileen Akerson as interim Chief Legal Officer. This leadership change places a heightened focus on the company's governance, risk controls, and regulatory compliance, especially given the insurance sector's reliance on these functions. Investors will likely be monitoring the continuity of legal oversight and the duration of Akerson's interim role as the company navigates ongoing acquisitions and regulatory demands.

Brown & Brown Legal Leadership Shift Puts Governance And Risk Focus In View

https://simplywall.st/stocks/us/insurance/nyse-bro/brown-brown/news/brown-brown-legal-leadership-shift-puts-governance-and-risk/amp
Brown & Brown (NYSE:BRO) announced the passing of its Chief Legal Officer, Robert Mathis, and the appointment of Eileen Akerson as interim Chief Legal Officer. This leadership change is significant for the insurance brokerage, given the central role of legal oversight in its highly regulated and acquisition-focused business model. Investors will be closely watching for continuity in legal, regulatory, and governance matters under Akerson's interim leadership amidst existing concerns about earnings growth and ongoing integration of acquired businesses.

Marsh And McLennan (MRSH) Margin Slip To 15.4% Tests Bullish Earnings Growth Narrative

https://www.sahmcapital.com/news/content/marsh-and-mclennan-mrsh-margin-slip-to-154-tests-bullish-earnings-growth-narrative-2026-01-30
Marsh & McLennan (MRSH) reported strong Q4 2025 revenues of US$6.6 billion and EPS of US$1.69, bringing full-year revenue to US$27.0 billion and EPS to US$8.47. Despite this growth, the company's net margin slipped to 15.4% from 16.6% a year prior, which raises questions about profit quality even as multi-year earnings growth remains positive. The stock trades at a discount to its DCF fair value but at a premium P/E compared to the broader insurance industry, suggesting a nuanced outlook for potential upside given slower projected revenue growth relative to the U.S. market.

Marsh & McLennan Companies, Inc. (NYSE:MMC) Q4 2025 Earnings Call Transcript

https://www.insidermonkey.com/blog/marsh-mclennan-companies-inc-nysemmc-q4-2025-earnings-call-transcript-1685209/
Marsh & McLennan Companies, Inc. (NYSE:MMC) reported its Q4 2025 earnings, with total revenue growing 9% to $6.6 billion and adjusted EPS up 10% year over year, despite missing EPS expectations. The company discussed its "Thrive" growth program, focusing on AI and digital infrastructure investments, and outlined growth opportunities across its segments, emphasizing its leadership in digital infrastructure and the evolving insurance market. Executives also addressed challenges like talent retention, competitive pricing in reinsurance, and the impact of a complex macroeconomic environment on client spending and M&A.
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Ryan Specialty Holdings’ Organic Growth And Cash Flow Strength Under Review

https://www.sahmcapital.com/news/content/ryan-specialty-holdings-organic-growth-and-cash-flow-strength-under-review-2026-01-31
Ryan Specialty Holdings (NYSE:RYAN) is being recognized for its robust organic revenue growth, earnings expansion, and strong free cash flow margins, indicating efficient operations without relying on acquisitions. Despite a mixed short-term stock performance, the company's ability to fund its own growth through reinvestment and maintain financial flexibility is a key focus for long-term investors. However, concerns about profit margin fluctuations, one-off items affecting profitability, and poorly covered debt by operating cash flow suggest investors should monitor future performance.

TD Insurance Successfully Sponsors second Cat Bond with Closing of MMIFS Re Ltd. Series 2026-1

https://www.marketscreener.com/news/td-insurance-successfully-sponsors-second-cat-bond-with-closing-of-mmifs-re-ltd-series-2026-1-ce7e5bded08cf220
TD Insurance (TDI) has successfully sponsored its second catastrophe bond, MMIFS Re Ltd. Series 2026-1, securing C$115 million in multi-year aggregate protection against various natural peril events in Canada. This cat bond provides additional reinsurance capacity, helping TDI manage rising costs from natural disasters and offer competitive pricing to clients. TDI, which was advised by GC Securities and TD Securities, became the first Canadian insurer to sponsor a catastrophe bond focused solely on Canadian perils in 2025.

Marsh's fourth-quarter profit rises on strength in insurance business

https://www.reuters.com/legal/litigation/marshs-fourth-quarter-profit-rises-strength-insurance-business-2026-01-29/
Marsh reported a rise in fourth-quarter profit, driven by the strong performance of its risk and insurance services business. This growth occurred as individuals and businesses continued to invest in insurance policies despite a tough macroeconomic environment and higher premiums. While rival Brown & Brown also posted higher profits, its shares fell due to declining organic growth, and Marsh's shares had fallen 12.7% in 2025 due to concerns about rate softening and economic uncertainty.

Media Center | Latest News & Updates | Marsh

https://www.corporate.marsh.com/media-center.html
Marsh is unifying its businesses under an expanded Marsh brand, investing in insights, technology, and AI to enhance client value. Recent developments include key leadership appointments, the release of fourth-quarter and FY 2025 financial results, and the launch of a Digital Infrastructure Advisory Group. The company also highlighted its presence at the World Economic Forum in Davos, discussing navigation of global risks.

Ex-Div Reminder for Marsh & McLennan Companies (MRSH)

https://www.nasdaq.com/articles/ex-div-reminder-marsh-mclennan-companies-mrsh
Marsh & McLennan Companies (MRSH) is set to trade ex-dividend on January 29, 2026, for its quarterly dividend of $0.90 per share, payable on February 13, 2026. This dividend, representing approximately 0.49% of its recent stock price, contributes to an estimated annualized yield of 1.96%. The article also notes the company's stock performance, with shares currently up about 0.3%.
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Is Brown & Brown (BRO) Pricing Look Interesting After Mixed Share Performance?

https://simplywall.st/stocks/us/insurance/nyse-bro/brown-brown/news/is-brown-brown-bro-pricing-look-interesting-after-mixed-shar
This article analyzes Brown & Brown (BRO) stock valuation using two common approaches: Excess Returns Analysis and Price vs. Earnings. While the Excess Returns model suggests the stock is 45.5% undervalued, its P/E ratio of 27.49x is above the industry average but below some peers, and is considered overvalued compared to Simply Wall St's proprietary Fair Ratio of 16.34x. The article highlights the importance of individual investor narratives for a more personalized valuation perspective.

Senior living homes get new insurance option as claims costs climb

https://www.stocktitan.net/news/MMC/marsh-mc-lennan-agency-launches-secure-harbor-group-captive-to-help-bicz8zh7u7dq.html
Marsh McLennan Agency (MMA) has launched Secured Harbor, a new group captive insurance company specifically designed for the senior living industry. This initiative aims to provide an alternative risk financing solution for skilled nursing, assisted living, and senior living communities struggling with rising claims costs and shrinking insurer capacity in the traditional insurance market. Secure Harbor offers general and professional liability coverage, offering participating organizations more control over terms, stable pricing, and potential profit sharing.

Strs Ohio Increases Stock Position in RB Global, Inc. $RBA

https://www.marketbeat.com/instant-alerts/filing-strs-ohio-increases-stock-position-in-rb-global-inc-rba-2026-01-27/
Strs Ohio significantly increased its stake in RB Global, Inc. by 153.3% to 64,923 shares, valued at $7.03 million. Other major institutional investors like Norges Bank and Jarislowsky Fraser also initiated or boosted their positions, leading to institutional investors owning approximately 95.37% of the company. RB Global has a consensus "Moderate Buy" rating with a $124.13 price target, recently beat earnings estimates, and declared a $0.31 quarterly dividend.

Brown And Brown Expands Healthcare Focus As Valuation Appears Undemanding

https://simplywall.st/stocks/us/insurance/nyse-bro/brown-brown/news/brown-and-brown-expands-healthcare-focus-as-valuation-appear
Brown & Brown (NYSE:BRO) has launched a new, fully integrated national healthcare practice, combining over 140 professionals to offer specialized risk management and insurance solutions to healthcare organizations across the U.S. This strategic move comes as the stock trades around $79.18, with analysts targeting US$90.00 and Simply Wall St viewing the shares as undervalued by about 45.8%. While the expansion is positive, investors should monitor how this new focus impacts revenue and earnings, especially given the company's P/E of 27.33 against an industry average of 12.73 and concerns about debt coverage by operating cash flow.

Brown & Brown Stock: Quiet Insurance Broker That Keeps Beating The Market

https://www.ad-hoc-news.de/boerse/news/ueberblick/brown-and-brown-stock-quiet-insurance-broker-that-keeps-beating-the/68516294
Brown & Brown (BRO) has consistently outperformed the broader market, reaching new highs through steady earnings, disciplined mergers and acquisitions, and a robust balance sheet. Despite being a less glamorous insurance broker, its methodical growth and execution-driven performance make it an attractive option for long-term, risk-aware investors. Analysts largely maintain a positive outlook, citing strong organic growth and resilient demand, suggesting continued moderate upside for the stock.
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