Marsh & McLennanMMC
About: Marsh McLennan is a professional services firm that provides advice and solutions in the areas of risk, strategy, and human capital. The company operates through two main segments: risk and insurance services and consulting. In risk and insurance services, the firm offers services via Marsh (an insurance broker) and Guy Carpenter (a risk and reinsurance specialist). The consulting division comprises Mercer (a provider of human resource services) and Oliver Wyman (a management and economic consultancy). About half of its revenue is generated outside the US.
Employees: 85,000
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
100% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 68
23% more repeat investments, than reductions
Existing positions increased: 612 | Existing positions reduced: 496
4% more funds holding
Funds holding: 1,448 [Q2] → 1,499 (+51) [Q3]
2% more capital invested
Capital invested by funds: $94.3B [Q2] → $96.4B (+$2.1B) [Q3]
1% more call options, than puts
Call options by funds: $359M | Put options by funds: $355M
2.71% less ownership
Funds ownership: 90.67% [Q2] → 87.96% (-2.71%) [Q3]
4% less funds holding in top 10
Funds holding in top 10: 25 [Q2] → 24 (-1) [Q3]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Keefe, Bruyette & Woods Meyer Shields 64% 1-year accuracy 68 / 106 met price target | 1%downside $214 | Underperform Maintained | 10 Jan 2025 |
JP Morgan Jimmy Bhullar 51% 1-year accuracy 19 / 37 met price target | 9%upside $235 | Neutral Maintained | 3 Jan 2025 |
RBC Capital Scott Heleniak 79% 1-year accuracy 42 / 53 met price target | 16%upside $250 | Outperform Upgraded | 12 Dec 2024 |
Evercore ISI Group David Motemaden 63% 1-year accuracy 10 / 16 met price target | 12%upside $242 | Outperform Reinstated | 25 Nov 2024 |
Barclays Alex Scott 56% 1-year accuracy 38 / 68 met price target | 14%upside $246 | Equal-Weight Maintained | 21 Nov 2024 |
Financial journalist opinion
Based on 8 articles about MMC published over the past 30 days