Marsh & McLennan Positioned for Growth as 2026 Earnings Seen Rising 7.1%

AnalystEarningsCorporate Action

โดย Zacks Investment Research·

Summary · why it matters

Marsh & McLennan Companies remains well positioned for growth on continued innovation, sales-capacity investments, AI initiatives and strategic acquisitions, according to Zacks Investment Research. The Zacks Consensus Estimate for Marsh's 2026 earnings is $10.44 per share, up 7.1% year over year, with 11 upward revisions in the past 60 days and no downward moves, while 2026 revenue consensus stands at $28.51 billion, implying 5.7% growth. In the second quarter of 2026 total revenues rose 6% year over year and underlying revenues increased 5%, and management consulting grew 13.4% organically, its fastest quarterly growth in more than two years. Marsh repurchased about $750 million of shares in the second quarter, bringing first-half buybacks to $1.5 billion, raised its quarterly dividend by 10% for a 17th consecutive year of increases, and expects to deploy roughly $5.5 billion of capital in 2026 across dividends, acquisitions and repurchases. The company still faces cost pressures, with second-quarter expenses up 7% and outpacing revenue growth, total debt of $18.9 billion against $1.7 billion of cash as of June 2026, and a forward 12-month P/E of 15.98X versus the industry average of 13.51X.

Marsh & McLennan Companies, Inc. ▲