Marsh & Mclennan Stock Price, News & Analysis

Marsh McLennan Agency (NYSE:MMC) announced on November 3, 2025 the acquisition of Hayden Wood Insurance Agency, a Southborough, Massachusetts independent agency founded in 1946. Terms were not disclosed. Hayden Wood provides national personal lines expertise with a specialty in collector auto and motorsports products. All employees, including President and Owner Morgan Duffy, will join MMA and continue working from the existing Southborough office. MMA said the acquisition expands its private client services expertise and capabilities for high-net-worth clients with specialty assets.

Mercer (NYSE: MMC) said on October 29, 2025 that its Total Remuneration Survey 2026 projects the average salary in China will rise to 4.0% in 2026, up from 3.8% in 2025. The survey covers remuneration trends across 4,000 companies in China and finds 91% of companies plan to provide salary increases in 2026. Sector leaders: high-tech 4.9%, petroleum 4.4%, life sciences 4.3%, chemicals 4.2%; consumer goods 3.9%, automotive 3.7%. Flexible benefits adoption increased, with life insurance 71.5%, accident insurance 96.3%, supplemental health insurance 83.6%.

Regional first-tier growth is ~4.0%–4.3%; select second-tier cities range 3.7%–3.9%.

Marsh McLennan (NYSE: MMC) reported that global commercial insurance rates fell 4% in Q3 2025, repeating Q2's decline and marking the fifth consecutive quarterly decrease. Competition, improved reinsurance pricing, and increased capacity drove the trend.

Key sector moves: property -8% globally, cyber -6% globally, financial & professional -5% globally, while casualty +3% globally (driven by an 8% rise in the US). Regional swings: Pacific -11%, LAC -6%, UK -6%, Europe -4%, IMEA -5%, Canada -3%, US -1%.

Marsh McLennan (NYSE: MMC) and Bloomberg Media announced a strategic knowledge partnership to power select Bloomberg event properties, including Bloomberg New Economy Forum, Qatar Economic Forum, Bloomberg House at Davos and Bloomberg Invest New York. Marsh experts across Marsh, Guy Carpenter, Mercer and Oliver Wyman will contribute forward-looking analysis on resilience to geopolitical, supply chain, healthcare, financial, weather and technology risks. The partnership will reflect Marsh’s unified brand, launching globally next year, and aim to bring practical risk and resilience insights to global business leaders and policymakers.

Marsh McLennan (NYSE: MMC) reported third quarter 2025 results with consolidated revenue of $6.4B, up 11% GAAP and 4% underlying. Adjusted operating income rose 13% to $1.4B and adjusted EPS increased 11% to $1.85. GAAP operating income was $1.2B and GAAP EPS was $1.51.

For nine months, revenue was $20.4B (+11% GAAP, +4% underlying) and adjusted EPS rose 9% to $7.63. The company repurchased $400M in Q3 ($1.0B YTD) and announced a rebrand to Marsh with a ticker change to MRSH effective January 2026.

Mercer (NYSE: MMC) and CFA Institute released the 17th annual Mercer CFA Institute Global Pension Index on October 15, 2025, grading 60 systems on adequacy, sustainability and integrity.

Key outcomes: Netherlands, Iceland, Denmark, Israel retained A grades; Singapore earned an A for the first time and is the only Asian A; eight systems improved and none were downgraded. The Index highlights risks from government investment mandates and proposes eight principles to balance retirees’ interests with national priorities.

Marsh McLennan (NYSE: MMC) said it will rebrand as Marsh effective January 2026 and will change its stock ticker to MRSH that month. The firm created a new unit, Business and Client Services (BCS), to centralize technology, data, AI, analytics and operations under Paul Beswick.

The company said its four businesses will transition to the Marsh brand beginning in 2027: Marsh and Mercer will use the Marsh name; Guy Carpenter will become Marsh Re; Oliver Wyman will be Oliver Wyman, a Marsh business and Oliver Wyman Group will be Marsh Management Consulting. The rebrand includes a new logo and a stated focus on AI-enabled client solutions.

Oliver Wyman and IATA published a joint study, Reviving the Commercial Aircraft Supply Chain, warning that production delays and supply disruptions could cost airlines more than $11 billion in 2025. The report attributes costs to excess fuel (~$4.2B), additional maintenance (~$3.1B), increased engine leasing (~$2.6B) and surplus inventory holding (~$1.4B). It highlights a historic backlog of >17,000 commercial aircraft in 2024 (vs ~13,000 annual pre-2020) and notes passenger demand rose 10.4% in 2024 while capacity expanded 8.7%, pushing load factors to 83.5%. The report recommends opening aftermarket access, improving supply-chain visibility, pooling data and spare parts, and expanding repair and parts capacity to restore production and resilience.

Mercer (NYSE: MMC) and MergerWare announced a strategic alliance on October 9, 2025 to combine Mercer's global M&A advisory expertise with MergerWare's digital deal execution platform. The partnership aims to simplify due diligence, accelerate decision-making, improve transparency across deal lifecycles, and uncover people-related risks using data-driven insights.

The firms say the combined solution targets faster, smoother, and more sustainable integrations by embedding structure, analytics, and customizable workflows into target screening, due diligence, execution, and post-merger integration. Research cited notes 70–90% of M&A deals fail to reach intended value, which the alliance seeks to address.