Marsh McLennan (MRSH)
NYSEFinancialsInsurance BrokersSnapshot 2026-07-08
$178.97+0.54%
Close 2026-07-08 · 1-day change
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Track MRSH free→Marsh McLennan grows revenue about 10% in 2026. Adjusted EPS rises 8% to $3.29. The company has stable profit margins and a strong market position. Free cash flow yield is solid at 6%.
Revenue growth could slow below 6% if demand weakens. Profit margins may compress due to cost pressures. Debt from new credit agreements could limit financial flexibility.
The market prices in about 5.5% revenue growth and values the stock roughly 15% above our fair value near $155. Our fair value is below the Street median, reflecting cautious optimism on growth and margins.
Breaks if: adjusted EPS growth falls below 5% in FY26
Management aims to increase adjusted EPS by 8% to reach $3.29.
Stated in 2 of last 2 quarters. Adjusted EPS increased from $2.72 in 2025-Q3 to $3.29 in 2026-Q1, showing progress towards the 8% increase target. The trajectory is delivering as planned.
Breaks if: Leverage or liquidity deteriorates materially beyond historical norms
Breaks if: No progress or setbacks in Thrive program efficiency gains by FY26
The Thrive program focuses on optimizing the global operating model to improve efficiency.
Breaks if: YoY revenue growth falls below 6% in FY26
Management aims to achieve a 10% revenue growth for the fiscal year 2026.
Stated in 2 of last 2 quarters. Revenue grew from $6.06 billion in 2024-Q4 to $7.6 billion in 2026-Q1, indicating progress towards the 10% growth target. Management's focus on revenue growth is delivering results.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Adjusted EPS Increases 8% to $3.29.”
“Adjusted EPS Increases 11% to $2.72.”
“We had a solid start to the year, and I am pleased with our execution in a dynamic and challenging environment.”
“For the full year, we generated 10% revenue growth.”