Marsh & McLennan Companies, Inc. (MMC)

In the past six months, Marsh & McLennan's stock price has experienced some fluctuations. As of June 26, 2025, the stock was down 6.70% over the past 30 days but up 2.48% over the past 12 months. On April 17, 2025, the stock fell 4.9% following the release of its mixed Q1 2025 results. While the company reported a 9% year-over-year revenue increase to $7.1 billion, it was slightly below Street expectations, and operating expenses rose. Adjusted EPS for Q1 2025 came in at $3.06, exceeding analysts' estimates. Upcoming earnings calls include Q2 2025 on July 17, 2025, and Q3 2025 on October 20, 2025.

Demand seasonality for Marsh & McLennan's products and services can be observed in certain segments. The Q1 2025 earnings report noted that adjusted operating margin dipped due to seasonality at McGriff, a recent acquisition. Historical data suggests a chance of a green month for the stock in June, as 64% of previous Junes have closed higher than May, indicating some seasonal trends in stock performance. The company's consulting side is also noted to be more exposed to macroeconomic issues in the near term.

Marsh & McLennan Companies, Inc. (MMC) is a global professional services firm providing advice and solutions in the areas of risk, strategy, and people. The company operates primarily in the financial sector, specifically within the insurance and professional services industries. Marsh & McLennan's business is segmented into two primary areas: Risk and Insurance Services, and Consulting. The Risk and Insurance Services segment includes Marsh, a leading insurance broker and risk advisor, and Guy Carpenter, a global leader in reinsurance and risk management. The Consulting segment comprises Mercer, a consulting firm focused on human resources and financial services, and Oliver Wyman, a management consulting firm. The company's services encompass risk advisory, insurance solutions, reinsurance and capital strategies, and consulting services in health, wealth, and career management. Marsh & McLennan serves a diverse clientele, including commercial and consumer clients, multinational corporations, public sector entities, and individual customers across various industries.

Marsh & McLennan has a significant global presence, operating in over 130 countries. Its geographic footprint spans the Americas, Europe, and Asia Pacific regions.

Marsh & McLennan maintains a strong brand reputation and client network, serving 90% of Fortune 1000 companies with a 94% client retention rate. The company's global reach and diversified business model contribute to its strong brand. Reputational risk is a recognized factor that can impact company value.

Marsh & McLennan's stock ownership is a mix of institutional, retail, and individual investors. Institutional investors hold a significant portion, approximately 78.94% to 88.40% of the company's stock, while insiders own about 0.08% to 0.91%, and retail investors hold around 10.69% to 20.98%. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Fmr Llc, State Street Corp, Capital International Investors, Capital World Investors and Wellington Management Group Llp. Vanguard Group Inc. is noted as the largest individual shareholder.