Marsh (MRSH) Stock Analysis
Recovery setup · Catalyst-Driven edge
Financial Services · Insurance Brokers
Sell if holding. At $166.78, A.R:R 1.3:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Product: Risk and Insurance Services (64.0%); Concentration risk — Product: Marsh Risk (54.0%).
Marsh & McLennan Companies generated $27 billion in annual revenue in 2025 through two segments — Risk and Insurance Services (approximately 64% of revenue, via Marsh Risk and Guy Carpenter) and Consulting (approximately 36%, via Mercer and Marsh Management Consulting) —... Read more
Sell if holding. At $166.78, A.R:R 1.3:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Product: Risk and Insurance Services (64.0%); Concentration risk — Product: Marsh Risk (54.0%). Chart setup: Death cross but MACD improving, RSI 60. Score 5.2/10, moderate confidence.
Passes 6/9 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 29d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Recent developments
updated 2026-06-17Recent Developments — Marsh
Material events (past 30 days)
- 8K Jun 4, 2026 MEDIUM Item 1.01: Marsh entered a new Amended and Restated 5-year $4.25 billion multi-currency unsecured revolving credit facility with Citibank, N.A. as administrative agent, maturing June 2031. Interest at Term SOFR plus a fixed margin varying with Marsh's credit ratings.
- 8K Jun 4, 2026 MEDIUM Item 1.02: Prior revolving credit facility terminated in connection with entry into Amended and Restated 5-year $4.25 billion credit agreement with Citibank, N.A. dated June 2, 2026. No reason cited beyond routine refinancing and extension.
Latest news
- NEWS UBS Maintains Buy on Marsh, Lowers Price Target to $203 — benzinga Jun 9, 2026 neutral
- NEWS Piper Sandler Maintains Neutral on Marsh, Lowers Price Target to $182 — benzinga May 26, 2026 negative
- NEWS Citigroup Upgrades Marsh to Buy, Announces $200 Price Target — benzinga May 6, 2026 positive
- NEWS Marsh Unit Oliver Wyman To Acquire Consulting Firm CR3 Partners, Financial Terms Not Disclosed — benzinga May 4, 2026 positive
- NEWS Marsh McLennan Agency Signs Agreement To Acquire Maryland-Based TriBridge Partners; Financial Terms Undisclosed — benzinga Apr 30, 2026 positive
Generated 2026-06-17T10:01:48Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHProductRisk and Insurance Services64%10-K Item 1: 'RISK AND INSURANCE SERVICES ... accounted for approximately 64% of the Company's total revenue in 2025'
- HIGHProductMarsh Risk54%10-K Item 1: 'MARSH RISK ... generated approximately 54% of the Company's total revenue in 2025'
Material Events(8-K, last 90d)
- 2026-06-04Item 1.01MEDIUMMarsh entered a new Amended and Restated 5-year $4.25 billion multi-currency unsecured revolving credit facility with Citibank, N.A. as administrative agent, maturing June 2031. Interest at Term SOFR plus a fixed margin varying with Marsh's credit ratings.SEC filing →
- 2026-06-04Item 1.02MEDIUMPrior revolving credit facility terminated in connection with entry into Amended and Restated 5-year $4.25 billion credit agreement with Citibank, N.A. dated June 2, 2026. No reason cited beyond routine refinancing and extension.SEC filing →
- 2026-04-14Item 5.02LOWMark McGivney appointed EVP, Chief Operating Officer & CFO effective April 15, 2026, expanding his role from SVP and CFO (held since January 2016). Annual base salary set at $1,250,000. McGivney retains CFO title; no separate CFO successor named.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
3 floor-breakers
Growth below the gate floor. Component breakdown shows what dragged the score down.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $166.78, A.R:R 1.3:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Product: Risk and Insurance Services (64.0%); Concentration risk — Product: Marsh Risk (54.0%). Chart setup: Death cross but MACD improving, RSI 60. Prior stop was $159.70. Score 5.2/10, moderate confidence.
Take-profit target: $179.87 (+7.8% upside). Prior stop was $159.70. Stop-loss: $159.70.
Concentration risk — Product: Risk and Insurance Services (64.0%); Concentration risk — Product: Marsh Risk (54.0%); Thin upside margin: 7.8%.
Marsh trades at a P/E of 20.8 (forward 14.7). TrendMatrix value score: 6.3/10. Verdict: Sell.
31 analysts cover MRSH with a consensus score of 3.5/5. Average price target: $200.
What does Marsh do?Marsh & McLennan Companies generated $27 billion in annual revenue in 2025 through two segments — Risk and Insurance...
Marsh & McLennan Companies generated $27 billion in annual revenue in 2025 through two segments — Risk and Insurance Services (approximately 64% of revenue, via Marsh Risk and Guy Carpenter) and Consulting (approximately 36%, via Mercer and Marsh Management Consulting) — advising clients in 130 countries with over 95,000 employees. Revenue comes from insurance and reinsurance broking commissions, client fees for consulting and investment management, and fiduciary interest income on premiums held for clients.