MRSH
Marsh McLennanNYSEFinancialsInsurance BrokersSnapshot 2026-05-08
As of May 8, 2026, MRSH has a composite score of 12.9, indicating a "mild favorable" signal. This score is influenced by a medium confidence level of 70.5 and a moderate risk label. Key drivers include macroeconomic factors such as rates, growth, labor, and inflation, with a sector score of 14.6 and a quality score of 78.4. The analysis is provisional, reflecting recent changes in guidance and sector trends.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)-0.04
- Bonus0.00
Why this rank
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $2.95 → $2.91 (-1.5% / 30d). 2 raised, 16 cut, 21 covering analysts.
0 upgrades, 0 downgrades / 30d, 5 maintained. 35% of analysts rate Buy.
1 PT revisions / 30d. Avg target 12.3% above current price.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
No recent events recorded.
Stated priorities
2 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Achieve 10% revenue growth for 2026growthmixed65% progressprovisional
1/29: “For the full year, we generated 10% revenue growth.”
Why this status
Newly stated in 2026-Q1. Revenue grew from $6.471B in 2025-Q1 to $7.597B in 2026-Q1, indicating progress towards the 10% growth target. The trajectory shows delivering on the stated priority.
- 2.Increase adjusted EPS by 8% to $3.29growthon track100% progress
4/16: “Adjusted EPS increases 8% to $3.29.”
Why this status
Newly stated in 2026-Q1. Adjusted EPS is targeted to increase by 8% to $3.29. The financials show a diluted EPS of $2.36 for 2026-Q1, indicating progress towards the target.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 30%; 252d 23%.
Drawdown — Max 1y −29%. Bad day move −2%.
Beta to sector ETF (XLF) — 0.67 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 61/100, drawdown 42/100, beta 67/100, earnings vol —.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 50% of the last 2 guided quarters · -16.0% avg surprise
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Achieve 10% revenue growth for 2026
GrowthManagement aims to achieve a 10% revenue growth for the fiscal year 2026.
MixedNewly stated in 2026-Q1. Revenue grew from $6.471B in 2025-Q1 to $7.597B in 2026-Q1, indicating progress towards the 10% growth target. The trajectory shows delivering on the stated priority.
65%CEO/CFO:“For the full year, we generated 10% revenue growth.”Multiple sourcesSource dated 2026-01-29Stated 1 of last 8 quartersFirst seen 2026-01-29provisionalShow history (1)
- 2026-Q1Multiple sources
“For the full year, we generated 10% revenue growth.”
- #2
Increase adjusted EPS by 8% to $3.29
GrowthManagement targets an 8% increase in adjusted EPS to $3.29 for the quarter ending March 31, 2026.
On trackNewly stated in 2026-Q1. Adjusted EPS is targeted to increase by 8% to $3.29. The financials show a diluted EPS of $2.36 for 2026-Q1, indicating progress towards the target.
Adjusted EPS increases 8% to $3.29100%CEO/CFO:“Adjusted EPS increases 8% to $3.29.”Multiple sourcesSource dated 2026-04-16Stated 1 of last 8 quartersFirst seen 2026-04-16Show history (1)
- 2026-Q1Multiple sources
“Adjusted EPS increases 8% to $3.29.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks more expensive than peers.
Cheaper than its own typical valuation.
P/E over the last 5 years
21 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
MRSH Marsh McLennan | +13 | fair | moderate |
BRK-B Berkshire Hathaway | +6.0 | — | moderate |
JPM JPMorgan Chase | -0.9 | full | low |
V Visa Inc. | +20 | — | low |
MA Mastercard | +15 | full | low |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If rates state reverses from -0.37 (negative) to +0.37 (positive)+6.6 pts
- If financials sector trend rises from +0.07 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-04-16)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-04-16)-8.0 pts
- If financials sector trend falls from +0.07 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-1623d agoItem 2.02
Results of Operations and Financial Condition On April 16, 2026 , Marsh & McLennan Companies, Inc. issued a press release reporting financial results for the first quarter ended March 31, 2026, and announcing that a conference call to discuss such results will be held at 8:30 a.m. Eastern time on April 16, 2026 . A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. For purposes of Section 18 of the Securities Exchange Act of 1934, the press r…
earnings preannouncementneutralscore 39
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.