Marsh & McLennan Companies

Analyst Commentary Cites Mixed Outlook as Marsh & McLennan Faces Lowered Valuation Targets

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

06 Aug 24

Updated

04 Dec 25

Views

460

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-12.2%

7D

3.3%

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1Y

-12.2%

7D

3.3%

You can edit this narrative until Dec 5 6:05 AM. Then, changes will post as Updates.

Author's Valuation

US$212.3511.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 04 Dec 25

Fair value Decreased 0.89%

MMC: Future Earnings Will Stay Resilient Amid Softer Property And Casualty Cycle

Analysts have trimmed their price target on Marsh & McLennan Companies to $212.35 from $214.26, reflecting slightly lower medium term growth and margin expectations amid a softer property and casualty backdrop and mixed views on the stock's valuation. Analyst Commentary Recent Street research reflects a more mixed stance on Marsh & McLennan Companies, with modestly reduced price targets offset by a few upward revisions and continued confidence in the company’s earnings quality and balance sheet strength.

Shared on 20 Nov 25

MMC: Future Earnings Will Remain Stable Despite Sector Volatility And Pricing Headwinds

Marsh & McLennan Companies' average analyst price target has moved modestly lower, reflecting mixed recent results and heightened caution among analysts regarding organic growth trends and sector valuation sensitivity. Analyst Commentary Analyst sentiment on Marsh & McLennan Companies remains mixed following recent quarterly results and ongoing sector volatility.

Shared on 05 Nov 25

Fair value Decreased 1.81%

MMC: Earnings Resilience Will Outperform Despite Sector Headwinds And Ongoing Deal Activity

Marsh & McLennan Companies' analyst price target saw a modest reduction of nearly $4 to $214, as analysts cite softer than expected revenue growth and concerns about valuation amidst shifting market dynamics. Analyst Commentary Recent Street research offers a nuanced view of Marsh & McLennan Companies, as analysts weigh market conditions, revenue trends, and valuation pressures.

Shared on 22 Oct 25

Fair value Decreased 4.51%

Marsh & McLennan Companies' analyst price target has been revised downward by approximately $10 to $218, as analysts adjusted their expectations in light of slower revenue growth and a less attractive valuation in response to ongoing sector headwinds. Analyst Commentary Analysts covering Marsh & McLennan Companies provided a wide range of perspectives in recent research notes, reflecting both positive and cautious outlooks for the company in light of the ongoing sector dynamics, recent earnings trends, and valuation considerations.

Shared on 08 Oct 25

Fair value Decreased 1.68%

Analysts have modestly trimmed their price target for Marsh & McLennan Companies from $232.42 to $228.53. They cited persistent growth headwinds in commercial property pricing and continued sector-wide margin pressures.

Shared on 07 May 25

Fair value Increased 0.13%

Shared on 30 Apr 25

Fair value Decreased 0.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 3.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 0.76%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.67%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 0.35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$212.35

11.9% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.00%

Insurance revenue growth rate

0.28%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.96%

Calculation

US$5.45b

Earnings '28

x

23.19x

PE Ratio '28

=

US$126.27b

Market Cap '28

US$126.27b

Market Cap '28

/

486.26m

No. shares '28

=

US$259.68

Share Price '28

US$259.68 Share Price '28

Discounted to 2025 @ 6.96% p.a.

=

US$212.23

Fair Value '25