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Investors interested in Retail - Supermarkets stocks are likely familiar with Kroger (KR - Free Report) and Walmart (WMT - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.

Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.

Right now, Kroger is sporting a Zacks Rank of #2 (Buy), while Walmart has a Zacks Rank of #3 (Hold). Investors should feel comfortable knowing that KR likely has seen a stronger improvement to its earnings outlook than WMT has recently. However, value investors will care about much more than just this.

Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.

The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.

KR currently has a forward P/E ratio of 12.14, while WMT has a forward P/E of 41.20. We also note that KR has a PEG ratio of 1.69. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. WMT currently has a PEG ratio of 4.44.

Another notable valuation metric for KR is its P/B ratio of 6.79. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, WMT has a P/B of 9.41.

Based on these metrics and many more, KR holds a Value grade of A, while WMT has a Value grade of D.

KR has seen stronger estimate revision activity and sports more attractive valuation metrics than WMT, so it seems like value investors will conclude that KR is the superior option right now.

Kroger (KR - Free Report) closed at $61.52 in the latest trading session, marking a -1.01% move from the prior day. The stock's change was less than the S&P 500's daily gain of 0.26%. At the same time, the Dow added 0.09%, and the tech-heavy Nasdaq gained 0.42%.

Coming into today, shares of the supermarket chain had lost 8.29% in the past month. In that same time, the Retail-Wholesale sector lost 1.79%, while the S&P 500 gained 6.32%.

Market participants will be closely following the financial results of Kroger in its upcoming release. The company plans to announce its earnings on June 18, 2026. The company is predicted to post an EPS of $1.58, indicating a 6.04% growth compared to the equivalent quarter last year. Our most recent consensus estimate is calling for quarterly revenue of $45.4 billion, up 0.62% from the year-ago period.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $5.24 per share and revenue of $149.82 billion. These totals would mark changes of +8.04% and +1.47%, respectively, from last year.

Investors should also note any recent changes to analyst estimates for Kroger. Such recent modifications usually signify the changing landscape of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. Kroger presently features a Zacks Rank of #2 (Buy).

In terms of valuation, Kroger is presently being traded at a Forward P/E ratio of 11.85. This indicates a discount in contrast to its industry's Forward P/E of 13.86.

It is also worth noting that KR currently has a PEG ratio of 1.65. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. Retail - Supermarkets stocks are, on average, holding a PEG ratio of 1.9 based on yesterday's closing prices.

The Retail - Supermarkets industry is part of the Retail-Wholesale sector. This group has a Zacks Industry Rank of 160, putting it in the bottom 35% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.

From ballpark snacks to hometown diner desserts, Kroger Brand's limited-time All-American Ice Cream Collection features three all-new flavors inspired by nostalgic Americana moments.

Kroger is also giving away 100,000 pints of free ice cream to celebrate the summer solstice.

, /PRNewswire/ -- The Kroger Co. (NYSE: KR) is bringing the iconic tastes of summer straight to the frozen aisle with Kroger Brand's flavor-packed, limited-time All-American Ice Cream Collection. Now on shelves, the crave-worthy collection delivers the unmistakable tastes and traditions that define summer across the country – one creamy spoonful at a time. To celebrate, Kroger is bringing back its long-awaited free summer solstice pint offer on Friday, June 19 for the sweetest deal of the season.

From ballpark snacks to hometown diner desserts, Kroger Brand’s limited-time All-American Ice Cream Collection features three all-new flavors inspired by nostalgic Americana moments. "Summer is all about bringing people together to create memories that last a lifetime, and we're excited to capture that fun and nostalgia through our new All-American Ice Cream Collection," said Ann Reed, Group Vice President of Our Brands at Kroger. "We've loved seeing customers come back year after year for their free pints and now, we're going bigger than ever by giving away 100,000 pints."

From making a road trip diner stop for cherry pie to sharing a banana split after a day in the sun, each flavor is inspired by the traditions and tastes that define an American summer:

Seventh Inning Swirl: Caramel popcorn flavored ice cream with praline peanuts and caramel swirls. Sweet As Cherry Pie: Cherry pie flavored ice cream with tart cherry swirls and pie pieces. Banana Split Social: Strawberry banana ice cream with pineapple chunks and chocolate swirls.  The All-American Ice Cream Collection flavors are timeless, but the pints are limited, so be sure to stock up while supplies last.

Ahead of summer solstice on June 21, customers can grab a free pint to enjoy on the longest day of the year by visiting FreeKrogerIceCream.com to download their limited-time, single-use digital coupon, available exclusively on Friday, June 19, 2026, starting at 12pm EST, while supplies last. Customers can redeem the coupon to try one of the new All-American flavors or a classic Kroger Brand ice cream pint, such as Kroger® Cookies 'N Cream Ice Cream or Kroger® Rocky Road Ice Cream. The coupon is redeemable at many Kroger Family of Stores locations from Friday, June 19 through Friday, July 3.*

Customers who aren't able to snag this deal can still save $1 on any two pints of Kroger Brand ice cream for redemption through Friday, July 3.** Make the savings even sweeter with fuel savings all summer long, including 4X Fuel Points on frozen food from June 10-16 and 4X Fuel Points each Friday through June 26.***

For those craving a crunchy take on summer flavors, the new Kroger Brand Sizzlin' Snack Trio Chip Collection brings the classic cheeseburger, chili cheese and buttered corn flavors of a cookout to life in potato chip form. From summer solstice parties to 4th of July backyard gatherings, Kroger has summer covered with flavor-packed favorites including Kroger® Red White & Blue Ice Cream Sandwiches, grill-ready go-tos like Kroger® 80/20 Ground Beef Patties and the new Private Selection® Pollo Asado Boneless Skinless Chicken Thighs, making it easy to round out any summer barbecue spread.

*Free ice cream pint promotion is valid in all U.S. states except CA, CO, LA, TN, NV and valid in all Kroger Family of Stores locations except QFC.  

**$1 off any purchase of two Kroger Brand ice cream pints promotion is valid in all Kroger Family Stores except QFC. 

***Customers earn 1 Fuel Point for every $1 spent on groceries, with points redeemable for discounts on fuel.

Media assets are available for download here.

About Kroger
At The Kroger Co. (NYSE: KR), we are dedicated to our Purpose: To Feed the Human Spirit™. We are, across our family of companies, more than 400,000 associates who serve over 11 million customers daily through an eCommerce experience and retail food stores under a variety of banner names, serving America through food inspiration and uplift, and creating #ZeroHungerZeroWaste communities. To learn more about us, visit our newsroom and investor relations site. 

SOURCE The Kroger Co.

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Kroger (KR - Free Report) , which belongs to the Zacks Retail - Supermarkets industry, could be a great candidate to consider.

When looking at the last two reports, this supermarket chain has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 3.81%, on average, in the last two quarters.

For the most recent quarter, Kroger was expected to post earnings of $1.2 per share, but it reported $1.28 per share instead, representing a surprise of 6.67%. For the previous quarter, the consensus estimate was $1.04 per share, while it actually produced $1.05 per share, a surprise of 0.96%.

Price and EPS Surprise

For Kroger, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Kroger has an Earnings ESP of +1.00% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on June 18, 2026.

Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.

Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Wall Street expects a year-over-year increase in earnings on higher revenues when Kroger (KR - Free Report) reports results for the quarter ended April 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on June 18. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis supermarket chain is expected to post quarterly earnings of $1.58 per share in its upcoming report, which represents a year-over-year change of +6%.

Revenues are expected to be $45.4 billion, up 0.6% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.13% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Kroger?For Kroger, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.56%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that Kroger will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Kroger would post earnings of $1.2 per share when it actually produced earnings of $1.28, delivering a surprise of +6.67%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Kroger doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Currently, the supermarket company has an annual dividend yield of 2.18%, with a quarterly dividend amount of 35 cents per share ($1.40 a year).

To figure out how to earn $500 monthly from Kroger, we start with the yearly target of $6,000 ($500 x 12 months).

Next, divide this amount by Kroger's $1.40 dividend: $6,000 / $1.40 = 4,286 shares.

So, an investor would need to own approximately $274,818 worth of Kroger, or 4,286 shares to generate a monthly dividend income of $500.

Assuming a more conservative goal of $100 per month ($1,200 annually), we do the same calculation: $1,200 / $1.40 = 857 shares, or $54,951 in total, to generate a monthly dividend income of $100.

Note that the dividend yield can change on a rolling basis; both the dividend payment and the stock price fluctuate over time.

The dividend yield is calculated by dividing the annual dividend payment by the current stock price. As the stock price changes, the dividend yield will also change.

For example, if a stock pays an annual dividend of $2 and its current price is $50, its dividend yield would be 4%. However, if the stock price increases to $60, the dividend yield would decrease to 3.33% ($2/$60).

Conversely, if the stock price decreases to $40, the dividend yield would increase to 5% ($2/$40).

Further, the dividend payment itself can also change over time, which can also impact the dividend yield. If a company increases its dividend payment, the dividend yield will increase even if the stock price remains the same. Similarly, if a company decreases its dividend payment, the dividend yield will decrease.

Price ActionShares of Kroger fell by 0.5% to close at $64.12 on Thursday.

Analysts expect the Cincinnati, Ohio-based grocer to report quarterly earnings of $1.59 per share, up from $1.49 per share in the year-ago period. The consensus estimate for Kroger's quarterly revenue is $45.49 billion. It reported $45.12 billion last year, according to Benzinga Pro.

Ahead of quarterly earnings, JPMorgan analyst Thomas Palmer, on Thursday, maintained Kroger with a Neutral and lowered the price target from $72 to $70.

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Posted by Defense World Staff on Apr 6th, 2026

Princeton Global Asset Management LLC decreased its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 96.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 331 shares of the financial services provider’s stock after selling 7,899 shares during the quarter. Princeton Global Asset Management LLC’s holdings in Marsh & McLennan Companies were worth $61,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in MRSH. eCIO Inc. purchased a new stake in shares of Marsh & McLennan Companies in the fourth quarter valued at about $134,000. Sylvest Advisors LLC acquired a new position in Marsh & McLennan Companies in the 4th quarter valued at about $650,000. JB Capital LLC grew its stake in shares of Marsh & McLennan Companies by 32.2% in the 4th quarter. JB Capital LLC now owns 27,414 shares of the financial services provider’s stock valued at $5,086,000 after buying an additional 6,672 shares during the period. Savvy Advisors Inc. increased its holdings in shares of Marsh & McLennan Companies by 37.1% during the 4th quarter. Savvy Advisors Inc. now owns 2,496 shares of the financial services provider’s stock worth $463,000 after buying an additional 675 shares during the last quarter. Finally, Stratos Wealth Partners LTD. raised its position in shares of Marsh & McLennan Companies by 48.0% during the 4th quarter. Stratos Wealth Partners LTD. now owns 2,965 shares of the financial services provider’s stock valued at $550,000 after buying an additional 961 shares during the period. 87.99% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades Several research analysts recently weighed in on the company. Wells Fargo & Company increased their price objective on Marsh & McLennan Companies from $199.00 to $203.00 and gave the stock an “equal weight” rating in a research report on Friday, January 30th. Morgan Stanley upped their price target on Marsh & McLennan Companies from $190.00 to $195.00 and gave the company an “equal weight” rating in a research note on Friday, January 30th. Barclays cut their price objective on Marsh & McLennan Companies from $210.00 to $209.00 and set an “overweight” rating for the company in a research report on Wednesday, March 11th. Evercore reduced their price objective on shares of Marsh & McLennan Companies from $237.00 to $236.00 and set an “outperform” rating on the stock in a report on Wednesday, January 7th. Finally, Mizuho reaffirmed a “neutral” rating and set a $199.00 target price (down from $213.00) on shares of Marsh & McLennan Companies in a research note on Friday, February 27th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $212.06.

View Our Latest Stock Report on MRSH

Marsh & McLennan Companies Trading Down 0.1% Shares of NYSE MRSH opened at $174.49 on Monday. The company has a debt-to-equity ratio of 1.20, a current ratio of 1.10 and a quick ratio of 1.10. The firm has a market capitalization of $84.47 billion, a PE ratio of 20.70, a PEG ratio of 2.38 and a beta of 0.75. Marsh & McLennan Companies, Inc. has a twelve month low of $164.89 and a twelve month high of $248.00. The company has a fifty day moving average price of $175.70.

Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last announced its earnings results on Thursday, January 29th. The financial services provider reported $2.12 EPS for the quarter, beating analysts’ consensus estimates of $1.97 by $0.15. The company had revenue of $6.60 billion during the quarter, compared to analysts’ expectations of $6.52 billion. Marsh & McLennan Companies had a return on equity of 31.60% and a net margin of 15.42%.Marsh & McLennan Companies’s revenue for the quarter was up 8.7% on a year-over-year basis. During the same period last year, the business posted $1.87 EPS. On average, equities analysts predict that Marsh & McLennan Companies, Inc. will post 9.61 earnings per share for the current year.

Marsh & McLennan Companies Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 9th will be issued a $0.90 dividend. The ex-dividend date is Thursday, April 9th. This represents a $3.60 dividend on an annualized basis and a dividend yield of 2.1%. Marsh & McLennan Companies’s payout ratio is 42.70%.

Insiders Place Their Bets In related news, CEO John Q. Doyle sold 16,655 shares of the company’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $183.30, for a total transaction of $3,052,861.50. Following the sale, the chief executive officer directly owned 116,811 shares of the company’s stock, valued at $21,411,456.30. This represents a 12.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.35% of the stock is currently owned by insiders.

Marsh & McLennan Companies Profile (Free Report)

Marsh & McLennan Companies (NYSE: MMC) is a global professional services firm headquartered in New York City that provides advice and solutions in the areas of risk, strategy and people. Founded in 1905, the company has grown into a diversified group of businesses focused on insurance brokerage and risk management, reinsurance, human capital and investment consulting, and management consulting. Its long history and scale position it as a prominent adviser to corporations, governments and other institutions seeking to manage risk and optimize human and financial capital.

The firm operates through several well-known subsidiaries and business units that specialize in distinct services.

Further Reading Five stocks we like better than Marsh & McLennan Companies Want to see what other hedge funds are holding MRSH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report).

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Posted by Defense World Staff on Apr 9th, 2026

CCLA Investment Management reduced its position in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 1.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 647,823 shares of the financial services provider’s stock after selling 8,811 shares during the quarter. Marsh & McLennan Companies accounts for approximately 1.9% of CCLA Investment Management’s investment portfolio, making the stock its 25th largest holding. CCLA Investment Management owned approximately 0.13% of Marsh & McLennan Companies worth $120,184,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in MRSH. Hanson & Doremus Investment Management raised its holdings in shares of Marsh & McLennan Companies by 31.3% in the third quarter. Hanson & Doremus Investment Management now owns 214 shares of the financial services provider’s stock valued at $43,000 after acquiring an additional 51 shares in the last quarter. D.A. Davidson & CO. increased its holdings in Marsh & McLennan Companies by 1.2% during the third quarter. D.A. Davidson & CO. now owns 4,514 shares of the financial services provider’s stock valued at $910,000 after buying an additional 54 shares during the period. Procyon Advisors LLC increased its holdings in Marsh & McLennan Companies by 2.5% during the fourth quarter. Procyon Advisors LLC now owns 2,279 shares of the financial services provider’s stock valued at $423,000 after buying an additional 56 shares during the period. Lindenwold Advisors INC increased its holdings in shares of Marsh & McLennan Companies by 0.4% in the 3rd quarter. Lindenwold Advisors INC now owns 14,994 shares of the financial services provider’s stock valued at $3,022,000 after acquiring an additional 62 shares during the period. Finally, Ashton Thomas Securities LLC raised its position in shares of Marsh & McLennan Companies by 1.8% in the 3rd quarter. Ashton Thomas Securities LLC now owns 3,663 shares of the financial services provider’s stock worth $736,000 after acquiring an additional 63 shares in the last quarter. 87.99% of the stock is currently owned by institutional investors.

More Marsh & McLennan Companies News Here are the key news stories impacting Marsh & McLennan Companies this week:

Positive Sentiment: Marsh expanded its Montana footprint by acquiring Seitz Insurance Agency, which management can use to deepen middle‑market relationships and cross‑sell Marsh’s broader solutions in a regional market — a clear revenue/organic‑growth positive. Marsh Expands Montana Reach With Seitz Insurance Agency Acquisition Positive Sentiment: Barclays trimmed its price target slightly (from $209 to $206) but kept an “overweight” rating, signaling continued analyst confidence and implying meaningful upside from current levels. Benzinga Neutral Sentiment: Options flow shows traders positioning for a big move in MRSH — elevated put/call activity can reflect either directional bets or hedging ahead of catalysts (earnings, guidance, macro news), increasing near‑term volatility expectations. This can amplify intraday price moves even if direction is unclear. Are Options Traders Betting on a Big Move in Marsh Stock? Neutral Sentiment: Brokerage consensus remains a “Hold” on MRSH, indicating mixed street views and suggesting limited conviction for an immediate re‑rating absent clearer catalysts. Marsh & McLennan Companies Receives Consensus Recommendation of “Hold” Neutral Sentiment: Oliver Wyman (a Marsh business) released a CEO Agenda survey highlighting accelerated AI and workforce transformation trends — positive for long‑term consulting demand but unlikely to move the stock materially in the near term. Oliver Wyman Forum and NYSE Survey Negative Sentiment: Keefe, Bruyette & Woods cut its price target (to $200) and downgraded to “market perform,” reflecting a more cautious view on near‑term growth/valuation and trimming the street’s upside expectations. That poses a headwind for sentiment until stronger fundamentals or guidance appear. Benzinga Analyst Ratings Changes Several equities analysts have issued reports on MRSH shares. Mizuho reiterated a “neutral” rating and issued a $199.00 target price (down from $213.00) on shares of Marsh & McLennan Companies in a research note on Friday, February 27th. JPMorgan Chase & Co. cut their target price on Marsh & McLennan Companies from $242.00 to $226.00 and set an “overweight” rating on the stock in a research note on Wednesday, January 7th. Keefe, Bruyette & Woods cut their target price on Marsh & McLennan Companies from $206.00 to $200.00 and set a “market perform” rating on the stock in a research note on Tuesday. Citigroup lifted their target price on Marsh & McLennan Companies from $201.00 to $205.00 and gave the company a “neutral” rating in a research note on Tuesday, February 3rd. Finally, Raymond James Financial raised shares of Marsh & McLennan Companies from an “outperform” rating to a “strong-buy” rating and set a $225.00 price target on the stock in a report on Tuesday, February 17th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $211.19.

View Our Latest Analysis on MRSH

Insider Buying and Selling at Marsh & McLennan Companies In other news, CEO John Q. Doyle sold 16,655 shares of the business’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $183.30, for a total transaction of $3,052,861.50. Following the sale, the chief executive officer directly owned 116,811 shares of the company’s stock, valued at $21,411,456.30. The trade was a 12.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.35% of the stock is owned by company insiders.

Marsh & McLennan Companies Stock Performance Shares of MRSH stock opened at $175.55 on Thursday. Marsh & McLennan Companies, Inc. has a fifty-two week low of $164.89 and a fifty-two week high of $239.34. The stock has a market capitalization of $84.99 billion, a price-to-earnings ratio of 20.82, a price-to-earnings-growth ratio of 2.38 and a beta of 0.75. The company has a debt-to-equity ratio of 1.20, a current ratio of 1.10 and a quick ratio of 1.10. The business’s 50-day simple moving average is $174.39.

Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last issued its quarterly earnings results on Thursday, January 29th. The financial services provider reported $2.12 earnings per share for the quarter, topping analysts’ consensus estimates of $1.97 by $0.15. Marsh & McLennan Companies had a return on equity of 31.60% and a net margin of 15.42%.The business had revenue of $6.60 billion for the quarter, compared to analyst estimates of $6.52 billion. During the same quarter in the previous year, the firm earned $1.87 earnings per share. The company’s revenue was up 8.7% on a year-over-year basis. As a group, equities analysts forecast that Marsh & McLennan Companies, Inc. will post 9.61 earnings per share for the current year.

Marsh & McLennan Companies Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Thursday, April 9th will be issued a dividend of $0.90 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $3.60 dividend on an annualized basis and a dividend yield of 2.1%. Marsh & McLennan Companies’s payout ratio is 42.70%.

Marsh & McLennan Companies Profile (Free Report)

Marsh & McLennan Companies (NYSE: MMC) is a global professional services firm headquartered in New York City that provides advice and solutions in the areas of risk, strategy and people. Founded in 1905, the company has grown into a diversified group of businesses focused on insurance brokerage and risk management, reinsurance, human capital and investment consulting, and management consulting. Its long history and scale position it as a prominent adviser to corporations, governments and other institutions seeking to manage risk and optimize human and financial capital.

The firm operates through several well-known subsidiaries and business units that specialize in distinct services.

Recommended Stories Five stocks we like better than Marsh & McLennan Companies Want to see what other hedge funds are holding MRSH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report).

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Posted by Defense World Staff on Apr 11th, 2026

Carnegie Investment Counsel lessened its stake in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 34.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 64,009 shares of the financial services provider’s stock after selling 33,011 shares during the period. Carnegie Investment Counsel’s holdings in Marsh & McLennan Companies were worth $11,875,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of MRSH. Assenagon Asset Management S.A. raised its position in Marsh & McLennan Companies by 9,455.4% in the 4th quarter. Assenagon Asset Management S.A. now owns 1,520,164 shares of the financial services provider’s stock worth $282,021,000 after purchasing an additional 1,504,255 shares during the last quarter. Wellington Management Group LLP raised its position in Marsh & McLennan Companies by 9.1% in the 3rd quarter. Wellington Management Group LLP now owns 15,091,478 shares of the financial services provider’s stock worth $3,041,386,000 after purchasing an additional 1,260,434 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its position in Marsh & McLennan Companies by 654.7% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 1,419,104 shares of the financial services provider’s stock worth $285,992,000 after purchasing an additional 1,231,059 shares during the last quarter. Invesco Ltd. grew its holdings in Marsh & McLennan Companies by 29.7% during the 3rd quarter. Invesco Ltd. now owns 3,293,188 shares of the financial services provider’s stock worth $663,676,000 after acquiring an additional 753,828 shares during the period. Finally, Voloridge Investment Management LLC grew its holdings in Marsh & McLennan Companies by 93.4% during the 3rd quarter. Voloridge Investment Management LLC now owns 1,379,436 shares of the financial services provider’s stock worth $277,998,000 after acquiring an additional 666,023 shares during the period. Institutional investors own 87.99% of the company’s stock.

Wall Street Analyst Weigh In A number of research firms have commented on MRSH. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $200.00 target price on shares of Marsh & McLennan Companies in a report on Friday, January 30th. Citigroup increased their target price on Marsh & McLennan Companies from $201.00 to $205.00 and gave the company a “neutral” rating in a research note on Tuesday, February 3rd. Cantor Fitzgerald increased their target price on Marsh & McLennan Companies from $208.00 to $212.00 and gave the company an “overweight” rating in a research note on Monday, February 2nd. Keefe, Bruyette & Woods cut their target price on Marsh & McLennan Companies from $206.00 to $200.00 and set a “market perform” rating on the stock in a research note on Tuesday. Finally, Barclays cut their target price on Marsh & McLennan Companies from $209.00 to $206.00 and set an “overweight” rating on the stock in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $206.00.

Check Out Our Latest Report on MRSH

Marsh & McLennan Companies Stock Down 2.9% Shares of MRSH stock opened at $168.09 on Friday. Marsh & McLennan Companies, Inc. has a 12-month low of $164.89 and a 12-month high of $239.34. The firm has a market cap of $81.38 billion, a price-to-earnings ratio of 19.94, a price-to-earnings-growth ratio of 2.36 and a beta of 0.75. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.20. The company has a fifty day moving average price of $173.28.

Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last announced its quarterly earnings results on Thursday, January 29th. The financial services provider reported $2.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.97 by $0.15. The company had revenue of $6.60 billion during the quarter, compared to analyst estimates of $6.52 billion. Marsh & McLennan Companies had a net margin of 15.42% and a return on equity of 31.60%. The firm’s revenue was up 8.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.87 EPS. Research analysts expect that Marsh & McLennan Companies, Inc. will post 9.61 earnings per share for the current year.

Marsh & McLennan Companies Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 9th will be paid a $0.90 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $3.60 dividend on an annualized basis and a yield of 2.1%. Marsh & McLennan Companies’s dividend payout ratio is presently 42.70%.

Insiders Place Their Bets In related news, CEO John Q. Doyle sold 16,655 shares of the company’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $183.30, for a total value of $3,052,861.50. Following the completion of the transaction, the chief executive officer directly owned 116,811 shares of the company’s stock, valued at approximately $21,411,456.30. This represents a 12.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.35% of the company’s stock.

Marsh & McLennan Companies Profile (Free Report)

Marsh & McLennan Companies (NYSE: MMC) is a global professional services firm headquartered in New York City that provides advice and solutions in the areas of risk, strategy and people. Founded in 1905, the company has grown into a diversified group of businesses focused on insurance brokerage and risk management, reinsurance, human capital and investment consulting, and management consulting. Its long history and scale position it as a prominent adviser to corporations, governments and other institutions seeking to manage risk and optimize human and financial capital.

The firm operates through several well-known subsidiaries and business units that specialize in distinct services.

Read More Five stocks we like better than Marsh & McLennan Companies

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Deprince Race and Zollo Inc. raised its position in shares of Marsh and McLennan Companies, Inc. (NYSE: MRSH) by 19.7% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 114,498 shares of the financial services provider's stock after purchasing an additional 18,845

Baillie Gifford and Co. grew its holdings in Marsh and McLennan Companies, Inc. (NYSE: MRSH) by 5.8% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 87,167 shares of the financial services provider's stock after acquiring an

Posted by Defense World Staff on Apr 15th, 2026

Marsh & McLennan Companies, Inc. (NYSE:MRSH – Get Free Report) traded down 6.2% on Monday after Bank of America lowered their price target on the stock from $181.00 to $174.00. Bank of America currently has an underperform rating on the stock. Marsh & McLennan Companies traded as low as $180.97 and last traded at $173.4670. 3,040,356 shares changed hands during mid-day trading, a decline of 1% from the average session volume of 3,085,199 shares. The stock had previously closed at $185.00.

A number of other equities research analysts have also weighed in on MRSH. Wells Fargo & Company lowered their target price on Marsh & McLennan Companies from $203.00 to $178.00 and set an “equal weight” rating for the company in a research note on Thursday, April 9th. Citigroup boosted their target price on Marsh & McLennan Companies from $201.00 to $205.00 and gave the company a “neutral” rating in a research note on Tuesday, February 3rd. Raymond James Financial raised Marsh & McLennan Companies from an “outperform” rating to a “strong-buy” rating and set a $225.00 target price for the company in a research note on Tuesday, February 17th. Keefe, Bruyette & Woods lowered their price target on Marsh & McLennan Companies from $206.00 to $200.00 and set a “market perform” rating for the company in a research report on Tuesday, April 7th. Finally, Morgan Stanley lowered their price target on Marsh & McLennan Companies from $195.00 to $190.00 and set an “equal weight” rating for the company in a research report on Monday, April 6th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $205.13.

Get Our Latest Research Report on Marsh & McLennan Companies

Insider Buying and Selling In other Marsh & McLennan Companies news, CEO John Q. Doyle sold 16,655 shares of the company’s stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $183.30, for a total transaction of $3,052,861.50. Following the completion of the transaction, the chief executive officer owned 116,811 shares of the company’s stock, valued at $21,411,456.30. This represents a 12.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.38% of the stock is owned by insiders.

Institutional Inflows and Outflows Hedge funds and other institutional investors have recently made changes to their positions in the company. Pinnacle Bancorp Inc. purchased a new position in shares of Marsh & McLennan Companies during the 3rd quarter worth approximately $25,000. Solstein Capital LLC purchased a new position in shares of Marsh & McLennan Companies during the 4th quarter worth approximately $25,000. SHP Wealth Management purchased a new position in shares of Marsh & McLennan Companies during the 4th quarter worth approximately $26,000. KERR FINANCIAL PLANNING Corp purchased a new position in shares of Marsh & McLennan Companies during the 4th quarter worth approximately $27,000. Finally, Golden State Wealth Management LLC purchased a new position in shares of Marsh & McLennan Companies during the 4th quarter worth approximately $27,000. Hedge funds and other institutional investors own 87.99% of the company’s stock.

Marsh & McLennan Companies Trading Down 0.0% The company has a fifty day moving average of $172.97. The company has a current ratio of 1.10, a quick ratio of 1.10 and a debt-to-equity ratio of 1.20. The stock has a market cap of $83.68 billion, a PE ratio of 20.50, a PEG ratio of 2.37 and a beta of 0.75.

Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last posted its earnings results on Thursday, January 29th. The financial services provider reported $2.12 earnings per share for the quarter, topping analysts’ consensus estimates of $1.97 by $0.15. The firm had revenue of $6.60 billion for the quarter, compared to the consensus estimate of $6.52 billion. Marsh & McLennan Companies had a return on equity of 31.60% and a net margin of 15.42%.The business’s revenue for the quarter was up 8.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.87 EPS. On average, research analysts predict that Marsh & McLennan Companies, Inc. will post 9.61 earnings per share for the current year.

Marsh & McLennan Companies Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 9th will be paid a $0.90 dividend. The ex-dividend date is Thursday, April 9th. This represents a $3.60 annualized dividend and a dividend yield of 2.1%. Marsh & McLennan Companies’s dividend payout ratio is presently 42.70%.

Marsh & McLennan Companies Company Profile (Get Free Report)

Marsh & McLennan Companies (NYSE: MMC) is a global professional services firm headquartered in New York City that provides advice and solutions in the areas of risk, strategy and people. Founded in 1905, the company has grown into a diversified group of businesses focused on insurance brokerage and risk management, reinsurance, human capital and investment consulting, and management consulting. Its long history and scale position it as a prominent adviser to corporations, governments and other institutions seeking to manage risk and optimize human and financial capital.

The firm operates through several well-known subsidiaries and business units that specialize in distinct services.

Further Reading Five stocks we like better than Marsh & McLennan Companies Receive News & Ratings for Marsh & McLennan Companies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Marsh & McLennan Companies and related companies with MarketBeat.com's FREE daily email newsletter.

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Marsh & McLennan Companies (NYSE:MRSH) reported first-quarter 2026 results that management characterized as a “solid start” to the year, citing revenue growth, steady margins, and continued progress on its THRIVE efficiency program despite headwinds from lower fiduciary interest income and declining insurance and reinsurance pricing.

Leadership changes and strategic focus On the call, President and CEO John Doyle outlined several executive committee updates aimed at supporting growth and execution. Mark McGivney was named Chief Operating Officer in addition to serving as CFO, with Doyle saying McGivney will take on more responsibility for evolving strategy, driving execution, and accelerating priorities. The company also appointed Nick Studer as CEO of Marsh Risk, with Studer succeeding Martin South, who is now Chief Client Officer. Ted Moynihan succeeded Studer as CEO of Marsh Management Consulting.

Doyle said the leadership changes are focused on “growth, enhancing the client experience, and helping us capture the benefits of THRIVE,” including better leveraging AI to support clients.

Quarterly results: revenue up 8%, adjusted EPS up 8% For the first quarter, consolidated revenue increased 8% to $7.6 billion, with underlying revenue growth of 4%. Doyle said the quarter’s performance came “despite lower fiduciary interest income and continued downward pricing pressure in insurance and reinsurance.”

McGivney reported GAAP operating income of $1.8 billion and adjusted operating income of $2.4 billion, up 8% year over year. Adjusted operating margin was unchanged at 31.8%. GAAP EPS was $2.36, while adjusted EPS was $3.29, also up 8%.

Segment performance, as discussed on the call, included:

Risk and Insurance Services (RIS): revenue of $5.1 billion, up 6% reported and 3% underlying; adjusted operating margin of 38.3%, up 10 basis points. Marsh Risk: revenue of $3.7 billion, up 8% reported and 4% underlying. McGivney noted sequential improvement in growth despite market conditions, with underlying growth of 3% in U.S. and Canada and 5% internationally. Guy Carpenter: revenue of $1.2 billion, up 3% reported and 2% underlying. McGivney said results were affected by softer reinsurance conditions and a tougher comparison to 5% underlying growth in the prior-year quarter. Consulting: revenue of $2.6 billion, up 11% reported and 5% underlying; adjusted operating income rose 13%, and adjusted operating margin improved 40 basis points to 21.6%. Mercer: revenue of $1.7 billion, up 11% reported and 5% underlying. Health grew 6% and Wealth grew 5%, while Career declined 2% due to softness in U.S. project-related work. Marsh Management Consulting: revenue of $897 million, up 10% reported and 6% underlying. McGivney said fiduciary interest income totaled $85 million, down $18 million from the prior year due to lower interest rates, and the company expects approximately $80 million in the second quarter.

Insurance and reinsurance pricing remains a headwind Doyle described a competitive environment across both insurance and reinsurance. According to the Marsh Global Insurance Market Index, global commercial insurance rates declined 5% in the first quarter, following a 4% decline in the fourth quarter of 2025. Property was a key driver, with global property rates down 9% year over year. Financial and professional liability rates were down 5%, and cyber also decreased 5%. Casualty rates increased 3%, with U.S. excess casualty up 18%, which Doyle said reflects continued pressure in liability.

In reinsurance, Doyle and business leaders pointed to ample capacity and rate reductions. Doyle said strong reinsurer profitability and higher capital levels have led to “meaningful rate reductions” and substantial supply of property catastrophe capacity. He noted that U.S. property catastrophe reinsurance rates for non-loss impacted accounts were down 15%–20% at the April 1 renewals, and Japan April 1 property catastrophe rates were also down 15%–20% on a risk-adjusted basis. Early signs for June 1 Florida renewals pointed to similar conditions.

During Q&A, Doyle said lower rates do not necessarily mean the “cost of risk” is falling, citing factors such as liability and medical cost inflation, increased cyber risk, and more frequent extreme weather. Studer added that Marsh has seen “double-digit new business growth” in the U.S. and Canada and noted that new business globally has trended up for four quarters. Guy Carpenter CEO Dean Klisura said his unit saw “record new business across our platform,” including a record seven catastrophe bonds issued in the quarter, and described increased client interest in alternative capital and structured solutions.

AI: growth, productivity, and efficiency—plus THRIVE savings and litigation charge Doyle devoted a significant portion of prepared remarks and Q&A to AI, describing three pillars: growth (AI-enabled products and new services), productivity (tools to boost colleague performance), and efficiency (automation and process re-engineering through its Business and Client Services unit).

Executives provided examples across businesses. Studer referenced an AI-enabled toolkit called Claims IQ that draws on “almost $200 billion of loss information,” and said Marsh Risk is evolving client tools into a “Marsh Risk Companion” and an analytics platform he called “Marsh Risk Cortex,” with initial applications planned to launch in “a couple of weeks at RIMS.” Klisura pointed to Guy Carpenter’s “GC QuoteBox” as an AI-driven document ingestion tool aimed at improving turnaround times. Mercer CEO Pat Tomlinson described “Mercer Fiber” as a tool used with clients for real-time scenario planning and modeling in benefits strategy sessions. Moynihan said Oliver Wyman’s “AI Quotient” platform is its fastest-growing capability and cited use cases in performance transformation, strategy, and private capital due diligence.

Several analysts asked about whether AI-driven productivity gains could be competed away. Doyle argued Marsh’s business is not built on commoditized products and said its trusted relationships, data, modeling, and advisory capabilities position it to benefit from AI rather than being disintermediated. When asked about AI spending and technology partners, Doyle said the company has a “healthy tech CapEx budget” but has not disclosed AI spending levels and works with “a number of different major tech players,” depending on the use case.

On THRIVE, McGivney said the company remains on track to generate $400 million of total savings and incur approximately $500 million of charges to achieve those savings. He also reported total “noteworthy items” of $521 million in the quarter, including $37 million of THRIVE-related costs. Noteworthy items also included a $425 million charge related to litigation “stemming from the collapse of Greensill Capital in 2021,” which McGivney said represents the company’s best estimate of liability and was influenced by a recent court-sponsored mediation. He said the litigation is ongoing and the company could not comment further.

Looking ahead, both Doyle and McGivney said the company continues to expect 2026 underlying revenue growth similar to 2025, along with margin expansion and solid adjusted EPS growth, while noting that economic and geopolitical conditions could change materially. The company also reiterated plans to deploy about $5 billion of capital in 2026 across dividends, acquisitions, and share repurchases, with buyback levels dependent on M&A activity.

About Marsh & McLennan Companies (NYSE:MRSH) Marsh & McLennan Companies (NYSE: MMC) is a global professional services firm headquartered in New York City that provides advice and solutions in the areas of risk, strategy and people. Founded in 1905, the company has grown into a diversified group of businesses focused on insurance brokerage and risk management, reinsurance, human capital and investment consulting, and management consulting. Its long history and scale position it as a prominent adviser to corporations, governments and other institutions seeking to manage risk and optimize human and financial capital.

The firm operates through several well-known subsidiaries and business units that specialize in distinct services.

Read More Five stocks we like better than Marsh & McLennan Companies

Posted by Defense World Staff on Apr 20th, 2026

Private Trust Co. NA lessened its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 80.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,863 shares of the financial services provider’s stock after selling 11,853 shares during the period. Private Trust Co. NA’s holdings in Marsh & McLennan Companies were worth $531,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently modified their holdings of MRSH. Pinnacle Bancorp Inc. acquired a new position in shares of Marsh & McLennan Companies during the 3rd quarter worth about $25,000. City Holding Co. acquired a new position in shares of Marsh & McLennan Companies during the 4th quarter worth about $29,000. Headlands Technologies LLC acquired a new position in shares of Marsh & McLennan Companies during the 2nd quarter worth about $29,000. KERR FINANCIAL PLANNING Corp acquired a new position in shares of Marsh & McLennan Companies during the 3rd quarter worth about $30,000. Finally, TruNorth Capital Management LLC acquired a new position in shares of Marsh & McLennan Companies during the 3rd quarter worth about $32,000. Institutional investors and hedge funds own 87.99% of the company’s stock.

Marsh & McLennan Companies News Roundup Here are the key news stories impacting Marsh & McLennan Companies this week:

Positive Sentiment: Q1 results beat expectations — non‑GAAP EPS $3.29 vs. ~$3.21 estimate and revenue roughly $7.3B with ~8% year‑over‑year growth; Mercer/consulting drove strength. Marsh (MRSH) Beats Q1 Earnings and Revenue Estimates Positive Sentiment: Earnings call highlighted continued growth initiatives and AI investments that management says support long‑term revenue/consulting momentum — a potential positive catalyst for future margins. Marsh & McLennan Earnings Call Highlights Growth and AI Positive Sentiment: Keefe, Bruyette & Woods raised its price target to $203 (market‑perform), implying upside from current levels — a modest vote of confidence from an analyst. Price Target Raise Neutral Sentiment: Commentary and analyst pieces note that valuation looks more attractive after the pullback — could attract value buyers but depends on execution and margin trends. Marsh & McLennan: The Valuation May Finally Be Here Negative Sentiment: Bank of America maintained a sell rating on MRSH, providing a counterweight to upbeat results and likely contributing to short‑term selling pressure. Bank of America Sticks to Sell Rating Negative Sentiment: Company disclosed a new regulation‑category risk that could materially affect financial performance — an added uncertainty that can weigh on sentiment until clarified. Regulatory Risk Disclosure Analyst Ratings Changes A number of research firms have commented on MRSH. Raymond James Financial upgraded shares of Marsh & McLennan Companies from an “outperform” rating to a “strong-buy” rating and set a $225.00 price objective for the company in a report on Tuesday, February 17th. JPMorgan Chase & Co. cut their price objective on shares of Marsh & McLennan Companies from $226.00 to $206.00 and set an “overweight” rating for the company in a report on Thursday, April 9th. Wells Fargo & Company cut their price objective on shares of Marsh & McLennan Companies from $203.00 to $178.00 and set an “equal weight” rating for the company in a report on Thursday, April 9th. Bank of America cut their price objective on shares of Marsh & McLennan Companies from $181.00 to $174.00 and set an “underperform” rating for the company in a report on Tuesday, April 14th. Finally, Evercore cut their price objective on shares of Marsh & McLennan Companies from $237.00 to $236.00 and set an “outperform” rating for the company in a report on Wednesday, January 7th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $205.33.

Read Our Latest Research Report on MRSH

Marsh & McLennan Companies Price Performance Shares of NYSE MRSH opened at $176.35 on Monday. The business’s 50 day moving average price is $173.66. The firm has a market cap of $84.97 billion, a P/E ratio of 22.04, a P/E/G ratio of 2.42 and a beta of 0.75. The company has a debt-to-equity ratio of 1.28, a current ratio of 1.11 and a quick ratio of 1.11. Marsh & McLennan Companies, Inc. has a 1 year low of $164.89 and a 1 year high of $235.78.

Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last announced its quarterly earnings results on Thursday, April 16th. The financial services provider reported $3.29 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.21 by $0.08. The business had revenue of $7.30 billion during the quarter. Marsh & McLennan Companies had a net margin of 14.26% and a return on equity of 31.87%. The business’s quarterly revenue was up 7.6% on a year-over-year basis. As a group, research analysts expect that Marsh & McLennan Companies, Inc. will post 9.61 EPS for the current year.

Marsh & McLennan Companies Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Thursday, April 9th will be issued a dividend of $0.90 per share. The ex-dividend date is Thursday, April 9th. This represents a $3.60 dividend on an annualized basis and a dividend yield of 2.0%. Marsh & McLennan Companies’s dividend payout ratio (DPR) is currently 45.00%.

Insider Activity In other news, CEO John Q. Doyle sold 16,655 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $183.30, for a total transaction of $3,052,861.50. Following the completion of the sale, the chief executive officer owned 116,811 shares in the company, valued at $21,411,456.30. This trade represents a 12.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.38% of the stock is owned by corporate insiders.

Marsh & McLennan Companies Company Profile (Free Report)

Marsh & McLennan Companies (NYSE: MMC) is a global professional services firm headquartered in New York City that provides advice and solutions in the areas of risk, strategy and people. Founded in 1905, the company has grown into a diversified group of businesses focused on insurance brokerage and risk management, reinsurance, human capital and investment consulting, and management consulting. Its long history and scale position it as a prominent adviser to corporations, governments and other institutions seeking to manage risk and optimize human and financial capital.

The firm operates through several well-known subsidiaries and business units that specialize in distinct services.

See Also Five stocks we like better than Marsh & McLennan Companies Want to see what other hedge funds are holding MRSH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report).

Receive News & Ratings for Marsh & McLennan Companies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Marsh & McLennan Companies and related companies with MarketBeat.com's FREE daily email newsletter.

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Posted by Defense World Staff on Apr 25th, 2026

Calamos Advisors LLC reduced its position in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 50.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 131,672 shares of the financial services provider’s stock after selling 136,084 shares during the period. Calamos Advisors LLC’s holdings in Marsh & McLennan Companies were worth $24,428,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in MRSH. Pinnacle Bancorp Inc. bought a new stake in shares of Marsh & McLennan Companies during the third quarter worth about $25,000. Headlands Technologies LLC bought a new stake in shares of Marsh & McLennan Companies during the second quarter worth about $29,000. City Holding Co. bought a new stake in shares of Marsh & McLennan Companies during the fourth quarter worth about $29,000. KERR FINANCIAL PLANNING Corp bought a new stake in Marsh & McLennan Companies in the third quarter valued at approximately $30,000. Finally, TruNorth Capital Management LLC bought a new stake in Marsh & McLennan Companies in the third quarter valued at approximately $32,000. 87.99% of the stock is currently owned by institutional investors.

Marsh & McLennan Companies Stock Performance Marsh & McLennan Companies stock opened at $170.13 on Friday. The company has a market cap of $81.97 billion, a PE ratio of 21.27, a price-to-earnings-growth ratio of 2.54 and a beta of 0.75. Marsh & McLennan Companies, Inc. has a 52-week low of $164.89 and a 52-week high of $235.78. The stock’s 50 day simple moving average is $174.01. The company has a debt-to-equity ratio of 1.28, a current ratio of 1.11 and a quick ratio of 1.11.

Marsh & McLennan Companies (NYSE:MRSH – Get Free Report) last posted its quarterly earnings results on Thursday, April 16th. The financial services provider reported $3.29 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.21 by $0.08. The firm had revenue of $7.30 billion for the quarter. Marsh & McLennan Companies had a return on equity of 31.87% and a net margin of 14.26%.The business’s revenue for the quarter was up 7.6% on a year-over-year basis. On average, equities research analysts forecast that Marsh & McLennan Companies, Inc. will post 10.36 EPS for the current year.

Marsh & McLennan Companies Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Thursday, April 9th will be issued a dividend of $0.90 per share. This represents a $3.60 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date is Thursday, April 9th. Marsh & McLennan Companies’s dividend payout ratio is presently 45.00%.

Insider Activity In other Marsh & McLennan Companies news, CEO John Q. Doyle sold 16,655 shares of the stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $183.30, for a total transaction of $3,052,861.50. Following the transaction, the chief executive officer directly owned 116,811 shares in the company, valued at approximately $21,411,456.30. This represents a 12.48% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.38% of the company’s stock.

Analysts Set New Price Targets MRSH has been the topic of several analyst reports. Weiss Ratings initiated coverage on Marsh & McLennan Companies in a report on Thursday, January 29th. They issued a “hold (c)” rating on the stock. JPMorgan Chase & Co. reduced their target price on Marsh & McLennan Companies from $226.00 to $206.00 and set an “overweight” rating on the stock in a report on Thursday, April 9th. Wells Fargo & Company reduced their target price on Marsh & McLennan Companies from $203.00 to $178.00 and set an “equal weight” rating on the stock in a report on Thursday, April 9th. Bank of America reduced their target price on Marsh & McLennan Companies from $181.00 to $174.00 and set an “underperform” rating on the stock in a report on Tuesday, April 14th. Finally, Raymond James Financial upgraded Marsh & McLennan Companies from an “outperform” rating to a “strong-buy” rating and set a $225.00 target price on the stock in a report on Tuesday, February 17th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $205.33.

Check Out Our Latest Report on MRSH

Marsh & McLennan Companies Profile (Free Report)

Marsh & McLennan Companies (NYSE: MMC) is a global professional services firm headquartered in New York City that provides advice and solutions in the areas of risk, strategy and people. Founded in 1905, the company has grown into a diversified group of businesses focused on insurance brokerage and risk management, reinsurance, human capital and investment consulting, and management consulting. Its long history and scale position it as a prominent adviser to corporations, governments and other institutions seeking to manage risk and optimize human and financial capital.

The firm operates through several well-known subsidiaries and business units that specialize in distinct services.

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Aon plc (AON) Q1 2026 Earnings Call Transcript

Aon PLC (AON) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic Capital Allocation Aon PLC (AON) reports robust financial performance with a 14% increase in adjusted EPS and a significant dividend boost, despite facing global challenges. Summary

Organic Revenue Growth: 5% for the quarter.Total Revenue: Increased 6% year-over-year to $5 billion.Adjusted Operating Margin: Expanded by 70 basis points to 39.1%.Adjusted EPS: Up 14% to $6.48.Free Cash Flow: Generated $363 million, up 332%.Commercial Risk Organic Revenue Growth: 7%, marking the fourth consecutive quarter of growth at 6% or higher.Reinsurance Organic Revenue Growth: 4%, driven by growth in treaty and facultative placements.Health Solutions Growth: 4% in the quarter.Wealth Growth: 1% growth driven by regulatory and valuation-related work.Share Repurchases: $500 million repurchased during the quarter.Dividend Increase: Announced a 10% increase to $0.82 per share.

Release Date: May 01, 2026

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points Aon PLC AON reported 5% organic revenue growth in the first quarter, with strong execution across the firm.The company achieved a 70 basis point expansion in adjusted operating margin, reaching 39.1%.Aon PLC (AON) delivered a 14% increase in adjusted earnings per share, demonstrating strong financial performance.The firm generated significant free cash flow, up 332% to $363 million, reflecting strong operating income growth.Aon PLC (AON) announced a double-digit dividend increase for the sixth consecutive year, highlighting its commitment to returning capital to shareholders. Negative Points Geopolitical uncertainty, economic pressures, and cyber risk are creating a volatile and complex environment for clients.The ongoing conflict in the Middle East presents challenges, although it is not a substantial part of Aon PLC (AON)'s business.There is pressure from regulators and boards for stronger governance, transparency, and resilience, which could impact operations.The firm faces competitive pressures for talent, although it continues to expand its revenue-generating population.Aon PLC (AON) is experiencing slower discretionary spend in Talent Solutions, impacting growth in the Health Solutions segment. Q & A Highlights Q: Can you provide more color on the contributions from data centers to organic growth in the quarter?
A: Edmund Reese, Chief Financial Officer, explained that data centers were part of the double-digit growth in the construction sector within their Commercial Risk business. The growth was broad-based, with new business contributing over 12 points to organic revenue growth. Data centers are a component of this, but not the sole driver. The company remains confident in the outlook for the year due to a strong pipeline.

Q: Why did you maintain the $1 billion plus target for share buybacks despite leaning into buybacks in Q1?
A: Edmund Reese, CFO, stated that the company is executing a disciplined capital allocation model. They are monitoring the M&A pipeline and will return excess capital to shareholders if M&A opportunities do not meet their criteria. The $1 billion target is prudent, and they will assess market conditions as the year progresses.

Q: How are you measuring the benefits from risk analyzers, and what is their impact on new business and retention?
A: Edmund Reese, CFO, noted that risk analyzers have been rolled out in the US and EMEA, showing clear and measurable impacts on win rates, renewals, and new business. They are a key driver of new business growth, alongside talent hires in priority growth areas.

Q: How is the Middle East conflict affecting Aon's results, and what is the potential for claims inflation?
A: Gregory Case, CEO, emphasized that the Middle East is a small part of Aon's business, but they are focused on supporting clients and colleagues in the region. Edmund Reese, CFO, added that the region saw double-digit growth, with health renewals locked in before the conflict escalated. The situation is being monitored closely.

Q: How do you view the impact of AI on productivity and long-term value creation?
A: Gregory Case, CEO, expressed excitement about AI reinforcing Aon's strategy, not replacing it. AI is seen as a catalyst for revenue and service enhancement, with productivity improvements already evident. The focus is on delivering client value, which in turn drives long-term value creation for Aon.

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Global rollout of Aon Claims Copilot integrates advanced claims data visibility and analytics into a single connected claims management platform

, /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today announced the global expansion of Aon Claims Copilot, advancing the firm's commitment to delivering better client outcomes through its integrated data and analytics capabilities.

Building on its successful pilot in November 2025, Aon Claims Copilot has now been rolled out across North America, Asia Pacific and several EMEA countries as a claims management solution. This milestone marks significant progress in the platform's global deployment and adoption.

Aon Claims Copilot brings together claims data and advanced analytics into a single, globally connected platform, enabling more consistent, transparent and data-led claims management for clients around the world. The platform is a core component of Aon's broader investment in data and analytics capabilities, alongside Aon Broker Copilot and the firm's Risk Analyzers and Diagnostics tools.

"Aon Claims Copilot represents our continued commitment to deliver better information, advice and solutions to clients through technology," said Joe Peiser, CEO of Risk Capital at Aon. "By integrating these capabilities into how we manage claims, we are equipping our colleagues to deliver more consistent outcomes, identify trends earlier and help clients make better decisions across their risk and capital strategies."

The expansion brings a substantial portion of Aon's global claims management information onto a single technology platform, utilized by the firm's 1,800-strong team of Claims professionals — operating in more than 50 countries — to assist in delivering coordinated, insight-led advocacy across more than 20 product lines.

Aon Claims Copilot makes information available to our clients at every stage of the claims' lifecycle — from advocacy and negotiation through to analytics and resolution, enhancing both client and colleague experience. Its capabilities include:

Analytics and risk insights: Real-time dashboards provide visibility into claims trends and portfolio performanceCarrier performance evaluation: Data-driven insights support improved understanding of claims outcomes and insurer performanceClient transparency: Secure digital access enables clients to track claim progress and statusProcess optimization: Automation improves speed, consistency and accuracy across claims handlingThese capabilities enable Aon to deliver a globally consistent claims experience while strengthening its ability to generate insights that inform placement, negotiation and broader risk strategies.

"Expert advocacy combined with leading analytics gives our clients enhanced visibility and control over their claims," said Mona Barnes, Global Chief Claims Officer for Commercial Risk at Aon. "As we expand the platform globally, we are improving coordination across teams, strengthening collaboration and creating a more connected, data-driven claims experience."

Aon will continue to expand Claims Copilot across additional EMEA and Latin American markets over the coming months, further strengthening its role as a foundational platform within the firm's global Commercial Risk business.

The expansion of Aon Claims Copilot underscores Aon's continued investment in technology and innovation to help clients navigate an increasingly complex and volatile risk environment.

About Aon
Aon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that protect and grow their businesses.

Follow Aon on LinkedIn, X, Facebook and Instagram. Stay up-to-date by visiting Aon's newsroom and sign up for news alerts here.

Media Contact
[email protected]
Toll-free (U.S., Canada and Puerto Rico): +1 833 751 8114
International: +1 312 381 3024

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SOURCE Aon plc

, /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today announced plans to launch Aon Digital Placement Exchange (Aon DPX), a new digital trading platform designed to modernize how brokers access capital and syndicate risk.

Aon DPX will be Aon's digital approach to placing Follow Line business in the London Market, using structured data and algorithmic trading to connect risk and capital more efficiently. The platform will enable insurers to digitally express and deploy their underwriting appetite, helping accelerate execution and improve consistency in placement – reducing friction across the placement lifecycle and delivering more predictable outcomes for brokers and clients alike. The platform is scheduled to go live for U.S. Property risks in the second half of 2026, with more than a dozen leading insurers expected to participate at launch.

"The way Follow Line business has been placed has not kept pace with the scale and complexity of today's risks," said Joe Peiser, CEO of Risk Capital for Aon. "Aon DPX introduces a more efficient and data-driven approach to connecting risk and capital aimed at giving clients greater clarity, choice and control."

Modernizing Open Market Follow Line placement

Traditionally, placing Follow Line business has relied on manual, repetitive processes across distribution and underwriting. Aon DPX modernizes this approach by enabling insurers to define their underwriting appetite digitally, giving brokers faster access to Follow Line capacity once Lead terms are established.

"Aon DPX offers a progressive way for insurers to retain control of their view of risk and underwriting strategy while delivering a fast and sustainable model for the deployment of capital," said Clyde Bernstein, global lead of Aon Broker Copilot and Aon DPX.

Aon DPX is built on Aon-designed logic and configurable parameters that allow insurers to articulate their view of risk digitally. Each participating carrier retains full control over how their underwriting appetite is defined and deployed, with no visibility by Aon into individual appetite positions. Supported by advanced trading analytics, Aon DPX will be a useful tool to help insurers improve their competitiveness and service as client needs and market conditions evolve.

Built around Aon's Digital and Analytics Ecosystem

Aon DPX is expected to integrate with Aon Broker Copilot, Aon's integrated placement, analytics and broking technology, embedding digital trading into brokers' workflows to support more consistent execution and access to capacity.

Aon DPX is another example of Aon's 3×3 plan in action, building on the firm's $1 billion investment in integrated data, analytics and technology capabilities, including Aon's Risk Analyzers, Diagnostic tools and Aon Broker Copilot and Claims Copilot, to modernize how risk is placed, managed and resolved across the risk lifecycle.

About Aon
Aon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that help protect and grow their businesses.

Follow Aon on LinkedIn, X, Facebook and Instagram. Stay up-to-date by visiting Aon's newsroom and sign up for news alerts here.

Media Contact
[email protected]
Toll-free (U.S., Canada and Puerto Rico): +1 833 751 8114
International: +1 312 381 3024

SOURCE Aon plc

Kai-Frank Buechter and Tracy-Lee Kus will serve as co-CEOs of EMEA with Buechter overseeing Continental Europe and North Africa and Kus overseeing the UK, Ireland, South Africa and the Middle East; Pedro Penalva will serve as CEO of Latin America Julie Page and Alejandro Galizia to support the leadership transition through 2026 as chairs of EMEA and Latin America, respectively, then serve as senior advisors to Aon into 2027 , /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today announced that Kai-Frank Buechter and Tracy-Lee Kus will serve as co-CEOs of EMEA, effective June 1, with Buechter overseeing Continental Europe and North Africa and Kus responsible for the UK, Ireland, South Africa and the Middle East. Additionally, Pedro Penalva will serve as CEO of Latin America, effective July 1.

Buechter, Kus and Penalva will report to Greg Case, president and CEO of Aon, and serve on the Aon Executive Committee. Alfonso Gallego de Chaves will serve as Deputy CEO of EMEA, effective June 1, and Andrea Parisi will serve as chair of Continental Europe, effective January 1, 2027, both reporting to Buechter. The firm's North America and APAC regions remain under the leadership of Anne Corona and Jennifer Richards, respectively.

"As we continue to accelerate our Aon United strategy to serve clients with distinction at a time of rising need, we are excited to announce new regional responsibilities for Kai-Frank, Tracy-Lee and Pedro to help advance how we deliver for clients in and across our regions," said Case.

Buechter brings a wealth of experience from his more than 26-year career with Aon, most recently serving as CEO of Aon's DACH region with responsibilities across Germany, Austria and Switzerland. Previously, Buechter served as CEO of Aon Risk Solutions Germany, chairman of the Management Board of Aon Holdings Deutschland GmbH and chief commercial officer of Aon Risk Solutions Germany, among other management and client-serving leadership roles.

"Clients across EMEA face rising volatility and complexity," said Buechter. "I'm excited to partner with Tracy-Lee to build on our momentum in delivering actionable insights, differentiated Risk Capital and Human Capital capabilities and leading expertise to our clients."

Kus brings more than three decades of experience across underwriting and broking, with a global career spanning South Africa, the UK and Asia. Kus most recently served as CEO of Aon's Global Broking Center, shaping market strategy, strengthening access to global capacity and delivering differentiated solutions for clients. Kus is supporting the process to fill her Global Broking Center responsibilities and will remain in this role until a new leader is identified. Previously, Kus served as Head of Commercial Risk for Aon's APAC region and before that held a number of senior leadership roles across the firm, including head of North Asia, strategic account manager for some of the world's largest financial institutions and leader of Aon's Financial and Professional Services business in the UK. Kus also serves as chair of the London and International Insurance Brokers' Association (LIIBA).

"It is a privilege to lead Aon's presence in EMEA with Kai-Frank," said Kus. "I'm looking forward to further advancing the work of our high-performing teams to deliver market-leading capabilities and expertise to our clients."

Since Penalva joined Aon more than 15 years ago, he has served in various client, country and regional leadership roles. Most recently, as head of Enterprise Clients for EMEA, Penalva helped to deliver Aon's globally-integrated capabilities to more than 150 enterprise clients across 10 countries in the region. Previously, Penalva served as CEO of Iberia, Africa and Israel, chief commercial officer of multinational accounts for EMEA, Global Client Network Director for EMEA and CEO of Aon Portugal. Penalva is supporting the process to fill his EMEA Enterprise Client responsibilities and will remain in this role until a new leader is identified.

"It is a profound honor to lead Aon in Latin America and to serve our colleagues and clients across the region," said Penalva. "At a moment when our clients are navigating unprecedented complexity and volatility, the strength of our integrated capabilities, the depth of our expertise and the relevance of our globally-connected firm have never been more consequential. I look forward to advancing our strategy in close partnership with an exceptional team that defines what makes Aon distinctive."

With this transition, EMEA CEO Julie Page and Latin America CEO Alejandro Galizia will serve as chairs of EMEA and Latin America through 2026, respectively, and then serve as senior advisors to Aon into 2027. Jane Kielty will be supporting with the transition of the leadership responsibilities in the UK, Ireland and South Africa.

Case added: "We are grateful to Julie, Jane and Alejandro for their leadership, the significant contributions they made in serving our clients and building our firm, and the teams they have developed who will carry our work forward."

Page said: "I am incredibly proud of what we have achieved together during the first phase of our 3x3 Plan. Now is the right time for the next generation of leaders to take the business forward, and I'm excited to support them as they build on this strong momentum."

Galizia added: "After more than 25 years at Aon, I feel an immense sense of pride reflecting on the journey we have built together across Latin America. I have had the privilege of witnessing — and contributing to — Aon's transformation into the firm it is today. More than anything, it is our people, their values, and their passion that have made this journey truly meaningful and I am excited about the future of the Latin America region under the Pedro's leadership."

About Aon
Aon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Our colleagues provide our clients in over 120 countries and sovereignties with advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their business.   

Follow Aon on LinkedIn, Twitter, Facebook and Instagram. Stay up-to-date by visiting the Aon Newsroom and sign up for News Alerts here. 

Media Contact
[email protected] 
Toll-free (U.S., Canada and Puerto Rico): +1 833 751 8114 
International: +1 312 381 3024 

SOURCE Aon plc

Key Takeaways AON is driving growth through AI tools, acquisitions and operational efficiency initiatives.Aon targets $450M in annual savings by 2027 through its Accelerating Aon United program.AON raised its dividend 10% in April and repurchased $500M in shares in first-quarter 2026. Aon plc (AON - Free Report) is a leading global provider of risk, retirement and health solutions, serving clients across more than 120 countries. The company has been benefiting from steady organic growth, strong client retention and strategic acquisitions. Its shares have lost 8% year to date compared with the industry’s average decline of 18% over the same period.

Valuation of AONAON has a market capitalization of nearly $69.4 billion. The stock appears somewhat expensive relative to the industry. Shares are currently trading at a forward 12-month P/E of around 16.3X, above the industry average of 14.5X, reflecting a premium valuation. The stock currently carries a Value Score of C.

Where Do Estimates for AON Stand?Aon is expected to deliver year-over-year earnings growth of 11.7% in 2026 to $19.07 per share, followed by an additional 11.1% increase in 2027. Over the past month, analysts have raised 2026 earnings estimates eight times versus three downward revisions. The consensus estimate for 2026 revenues is pegged at $17.99 billion, implying year-over-year growth of 4.7%.

AON beat on earnings in each of the trailing four quarters, delivering an average surprise of 3.1%. This is depicted in the figure below.

Aon plc Price, Consensus and EPS Surprise

Aon plc price-consensus-eps-surprise-chart | Aon plc Quote

What’s Favoring AON Stock?Aon’s Accelerating Aon United (“AAU”) initiative is improving efficiency through technology streamlining, operational consolidation and better integration of its Risk Capital and Human Capital businesses. Lower AAU Program expenses and rising savings in first-quarter 2026 reflect solid execution. Management expects annual run-rate savings of $450 million by 2027, supporting margins and earnings growth.

Aon’s 3x3 Plan is strengthening its business model through AI-driven tools, analytics and operational simplification. Solutions like Broker Copilot and Aon Claims Copilot are improving client servicing and productivity. The company plans to invest nearly $1.3 billion in technology and talent by 2026 end to support long-term organic growth.

AON continues to expand its market reach through targeted acquisitions and partnerships. The NFP acquisition strengthened its middle-market presence, while deals like Griffiths & Armour and ShoreOne Insurance Managers enhanced capabilities in key markets. The company is also divesting non-core, lower-margin businesses to sharpen its focus on higher-return segments. This disciplined strategy has helped drive a trailing 12-month return on invested capital (ROIC) of 8.1%, above the industry average of 7.5%.

Aon continues to reward shareholders through share buybacks and dividend increases. In first-quarter 2026, it repurchased 1.5 million class A ordinary shares for roughly $500 million and retained around $800 million under its current authorization. The company also increased its quarterly dividend by 10% in April 2026, lifting the payout to 82 cents per share from 74.5 cents. Strong cash generation continues to support these capital deployment initiatives.

Risks to WatchInvestors should remain mindful of Aon’s leveraged balance sheet. The company exited the first quarter with cash and cash equivalents of $1.2 billion, long-term debt of $13.5 billion and short-term debt of $1.1 billion. Its long-term debt-to-capital ratio of 57.7% is notably higher than the industry average of 41.5%.

The debt-heavy balance sheet has also led to elevated interest expenses. Interest expense surged 62.8% in 2024, followed by a further 3% year-over-year increase in 2025. The metric came in at $179 million in first-quarter 2026, which continues to weigh on margin expansion. Aon’s extensive international presence makes its financial results vulnerable to fluctuations in foreign exchange rates.

Aon’s disciplined execution, ongoing efficiency initiatives and strategic investments should continue to support long-term growth and gradual deleveraging. AON currently carries a Zacks Rank #3 (Hold), reflecting balanced near-term risk and reward potential.

Key PicksInvestors interested in the broader Finance space can look at some better-ranked stocks like Hamilton Insurance Group, Ltd. (HG - Free Report) , Octave Specialty Group, Inc. (OSG - Free Report) and United Fire Group, Inc. (UFCS - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Hamilton Insurance’s 2026 earnings is pegged at $3.95 per share, which has witnessed one upward revision in the past 30 days, with no movement in the opposite direction. HG beat earnings estimates in each of the trailing four quarters, with the average surprise being 84.8%. The consensus estimate for 2026 revenues is pinned at $2.87 billion.

The Zacks Consensus Estimate for Octave Specialty’s 2026 earnings is pegged at 40 cents per share, which has witnessed one upward revision in the past 30 days, with no movement in the opposite direction. OSG beat earnings estimates in each of the trailing four quarters, with the average surprise being 464.4%. The consensus estimate for 2026 revenues is pinned at $358.9 million, implying 42.9% year-over-year growth.

The Zacks Consensus Estimate for United Fire’s 2026 earnings is pegged at $4.88 per share, indicating 6.1% year-over-year growth. UFCS beat earnings estimates in each of the trailing four quarters, with the average surprise being 68.8%. The consensus estimate for 2026 revenues is pinned at $1.53 billion, implying 10.5% year-over-year growth.

Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Edmund Reese, Chief Financial Officer of Aon plc (NYSE: AON), a leading global professional services firm, will speak at the Morgan Stanley U.S. Financials Conference in New York on Tuesday, June 9, in a session that begins at 9:00 AM ET.

A live webcast will be available on the day of the conference via Aon's Investor Relations website at ir.aon.com. A replay will be available on the same website, shortly after the event.

About Aon
Aon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that protect and grow their businesses.

Follow Aon on LinkedIn, X, Facebook and Instagram. Stay up to date by visiting Aon's newsroom and sign up for news alerts here.

Investor Contact
Hallie Miller
[email protected]
+1 847 442 0622

Media Contact
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SOURCE Aon plc

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DUBLIN--(BUSINESS WIRE)--Aon plc (NYSE: AON), a leading global professional services firm, today released its 2026 Global M&A and Transaction Solutions Claims Study, which highlights the continued evolution of the global M&A insurance landscape across Representations and Warranties (R&W), Warranty and Indemnity (W&I), Tax and Contingent Risk insurance.

Aon's 2026 Global M&A and Transaction Solutions Claims Study highlights the continued evolution of the global M&A insurance landscape across Representations and Warranties (R&W), Warranty and Indemnity (W&I), Tax and Contingent Risk insurance.

Share Aon’s study is based on proprietary data from nearly 2,000 claims and more than $3B in recoveries secured globally across transaction solutions products since inception, with record recoveries in North America and increasing claims activity across EMEA and APAC.

“The global claims environment is evolving rapidly, as rising claim frequency, increasing severity and shifting notification patterns impact the M&A insurance landscape,” said Stephen Davidson, Global Head of Transaction Solutions Claims for Aon. “At the same time, the market continues to demonstrate the value of high-quality underwriting data, sophisticated analytics and close partnership between insurers, brokers and clients to proactively manage risk before a deal is signed and achieve fair and efficient outcomes when claims do arise.”

Significant year-over-year increases in R&W and W&I insurance payments

The report reveals that in 2025, North American clients secured more than $1B across transaction solutions policies, including more than $440M from R&W insurance alone.

Larger claims are becoming more common in North America, with a growing proportion of losses exceeding 60 percent of policy limits and an increasing number reaching full limits. Approximately four percent of claims allege losses greater than $100M, while claims based on valuation multiples accounted for 68 percent of total paid losses in 2025.

Median R&W claim payments exceeded $8.2M in 2025, up from $5.5M in 2024, reflecting continued complexity in post-close disputes and increasing sophistication in the use of transaction risk insurance solutions.

In EMEA, claims activity continues to accelerate; notifications increased from 70 in 2024 to 119 in 2025. Claim frequency is also increasing, with insurer data showing a notification submitted on 21 percent of the policies placed across the market in 2023. Earlier notifications emerged as a trend in 2025, with a notification submitted on 9.5 percent of Aon-placed policies by December 31, 2025, reflecting maturing underwriting years and claims being filed across a broader portion of the policy lifecycle.

In APAC, there is a growing body of W&I and tax notifications across Australia, New Zealand and the broader markets in Asia, although the claims rate remains varied as the product matures in some regions.

Core drivers of claims

In terms of North American breach trends, compliance with laws remains the most frequent breach type, accounting for more than 20 percent of notifications. Material contracts, financial statements and tax breaches each represent more than 10 percent of notifications. Financial statement breaches continue to account for the highest proportion of paid losses, representing 38 percent of total losses, while intellectual property-related claims grew from approximately five percent of all losses between 2019-2024 to roughly 10 percent of total losses in 2025.

The main notification driver across EMEA is tax, which accounts for more than 20 percent of notifications; given the routine nature of audit activity in the region, this is expected and does not drive paid losses. Financial statement breaches account for a similar percentage of notifications but are the main driver of loss. Across APAC, disclosure continues to be the most common breach type.

Other key findings from the report include:

In North America, fifty-one percent of claims are now filed more than 12 months after closing, continuing the trend toward later reporting within the policy period. Eight-figure claims represented approximately 41 percent of North American payments in 2025, compared to 27 percent in 2024. Claims activity continues to increase as the use of R&W and W&I grows and buyers become more familiar with how the policy can protect against deal risks undiscovered in the due diligence process. Tax insurance remains a low-frequency claims solution, though more than $350M has been recovered for clients in North America through negotiated resolutions with tax authorities across different types of claims. In its seventh year, Aon’s annual Global M&A and Transaction Solutions Claims Study is the premiere indicator of how the firm’s historical claims data can assist clients, advisors and insurers on their next deal. Read the full study here.

ENDS

About Aon
Aon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that protect and grow their businesses.

Follow Aon on LinkedIn, X, Facebook and Instagram. Stay up-to-date by visiting Aon’s newsroom and sign up for news alerts here.

Aon plc (AON) Presents at Morgan Stanley US Financials Conference 2026 Transcript