Marsh McLennan (MRSH)
NYSEFinancialsInsurance - BrokersSnapshot 2026-09-04
$185.74-1.44%
Close 2026-09-04 · 1-day change
NYSEFinancialsInsurance - BrokersSnapshot 2026-09-04
QuarterlyIQ Insights · MRSH
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-09-04.
The screen ranks MRSH against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Financials names rated strong grew net income 67% of the time over the next year (vs 56% for the rest of the cohort, n=7680).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 50% of the last 2 guided quarters · -16.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to drive revenue growth, adjusted operating income, and adjusted EPS growth across all business segments.
Stated as a priority in 7 of last 7 quarters. Revenue grew from $6.1B in 2024-Q4 to $7.4B in 2026-Q2, operating income increased from $1.1B to $1.9B, and adjusted EPS rose 9% to $2.96 in 2026-Q2. Management consistently emphasized strong financial performance and earnings growth, and the financial results show delivering trajectory.
“Generated 6% overall revenue growth, 5% underlying revenue growth, and 9% growth in adjusted EPS.”
“Generated 8% overall revenue growth, 4% underlying revenue growth, 8% adjusted operating income growth, and 8% adjusted EPS growth.”
“Full-Year Revenue Growth of 10%; Underlying Revenue Growth of 4%; Adjusted EPS Increases 9%.”
“Generated 11% revenue growth, or 4% on an underlying basis, 13% growth in adjusted operating income and 11% growth in adjusted EPS.”
“Revenue Growth of 12%; Underlying Revenue Growth of 4%; Adjusted EPS Increases 11%.”
“Revenue Growth of 9%; Underlying Revenue Growth of 4%; Adjusted Operating Income Increases 8%; Adjusted EPS Increases 5%.”
“Full-Year Revenue Growth of 8%; Underlying Revenue Growth of 7%; Adjusted EPS Increases 10%.”
Implement disciplined capital allocation including new credit agreement and share repurchases.
Stated in 3 of last 7 quarters. The company entered a new 5-year credit agreement in 2026-Q2, replacing the prior $3.5B revolving credit facility. In 2026-Q1, it issued and repaid $600M senior notes. Capital allocation actions including debt management and share repurchases show active management consistent with stated priorities.
Enhance leadership team with internal promotions and new board appointments to support growth.
Stated in 3 of last 7 quarters. Management announced key leadership promotions and board appointments in 2026-Q1 and Q2 to strengthen the executive team. These talent moves align with management's stated priority to enhance leadership capabilities and support growth.
“Mark McGivney promoted to EVP, COO & CFO with increased responsibilities.”
Over the trailing year it converted -0.07x of net income into operating cash flow. Historically, Financials names rated fragile grew net income 52% of the time over the next year (vs 61% for the rest of the cohort, n=6844).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
12 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated neutral grew net income 56% of the time over the next year (vs 58% for the rest of the cohort, n=3751).
Not investment advice. As of 2026-09-04.
“Entered into new Amended and Restated 5 Year Credit Agreement on June 2, 2026.”
“Issued $600 million senior notes and repaid $600 million of senior notes that matured.”
“Issued $7.25 billion of senior notes in November 2024 to fund McGriff acquisition.”
“CEO role expansions with Nick Studer and Martin South announced.”
“Peter Harrison appointed as independent Board member.”