Marsh & Mclennan Stock Price, News & Analysis

Marsh McLennan (NYSE: MMC) announced that its Board of Directors has declared a quarterly cash dividend of $0.900 per share on its outstanding common stock. The dividend will be paid on November 14, 2025, to stockholders of record as of October 2, 2025.

Marsh McLennan (NYSE: MMC) subsidiary Mercer has released findings from its 2025 National Survey of Employer-Sponsored Health Plans, revealing that employers expect a 6.5% increase in health benefit costs per employee in 2026 - the highest rise since 2010. The projection comes after employers implement planned cost-reduction measures, without which the increase would be nearly 9%.

The survey, covering over 1,700 US employers, indicates this will be the fourth consecutive year of elevated health benefit costs, following a decade of moderate 3% annual increases. Key factors driving the trend include rising healthcare prices, increased utilization, and inflation. In response, 59% of employers plan cost-cutting changes in 2026, up from 48% in 2025.

Employees can expect a 6-7% increase in paycheck deductions for health coverage in 2026, with potential increases in deductibles and copays. Employers are focusing on managing high-cost claims while maintaining commitment to mental health support.

Marsh McLennan Agency (NYSE:MMC), a prominent insurance solutions provider, has announced the acquisition of Robins Insurance, a Nashville-based independent insurance agency. The strategic acquisition enhances MMA's presence in the rapidly growing Nashville market.

Founded in 1976, Robins Insurance specializes in business insurance and personal lines, with expertise in real estate, construction, hospitality, community associations, and manufacturing. The entire Robins team, including CEO Van Robins, will continue operating from their Nashville office, maintaining business continuity.

While financial terms were not disclosed, the acquisition strengthens MMA's Southeast regional operations and expands their service capabilities in Tennessee.

Marsh McLennan (NYSE: MMC) has released a new report from its Cyber Risk Intelligence Center (CRIC) highlighting the importance of cyber incident response planning in reducing breach-related claims. Organizations conducting regular tabletop exercises and breach response drills are 13% less likely to experience material cyber events.

The report ranks incident response planning as the fourth most effective control in preventing breach-based claims, following endpoint detection and response (EDR), logging and monitoring, and cybersecurity awareness training. Key findings show that 25% increases in EDR deployment correlate with an additional 10% decrease in breach likelihood, while phishing-resistant multi-factor authentication (MFA) demonstrates a 9% lower breach likelihood compared to standard MFA.

Marsh McLennan (NYSE:MMC) has launched BrokerSafe, a groundbreaking insurance facility designed for US freight brokers seeking stable and affordable auto liability coverage. The solution, developed with Oliver Wyman, features an innovative underwriting technology tool that employs advanced analytics to assess freight brokers' contingent auto liability risk exposure.

The facility offers up to $5 million in primary limits and an additional $5 million in excess capacity from the London market, backed by A-rated US insurers. BrokerSafe addresses critical market challenges including rising liability rates, shrinking insurance markets, and increased nuclear verdicts affecting freight brokers.

Marsh McLennan Agency (NYSE:MMC) has announced the acquisition of Olympic Insurance Agency, a Simi Valley, California-based independent insurance agency established in 1947. The acquisition strengthens MMA's presence in Southern California and adds expertise in business insurance, employee benefits, and personal asset protection, with specialized focus on real estate investors, property managers, and manufacturing businesses.

All Olympic employees, including principals Don and Bob Barberie, will continue operating from their Simi Valley office. The acquisition aims to enhance MMA's service capabilities and bring new perspectives to their client base. Financial terms of the transaction were not disclosed.

Mitsubishi Electric Corporation (TOKYO: 6503) has signed an agreement to transfer shares of its insurance subsidiary, Mitsubishi Electric Insurance Service Co., Ltd., to Marsh Japan, Inc., a subsidiary of Marsh McLennan (NYSE: MMC). The transaction is scheduled to complete on November 4, 2025.

Mitsubishi Electric Insurance Service, established in 1999, has been operating as an insurance agency for the Mitsubishi Electric Group. The decision comes after Mitsubishi Electric's strategic assessment of its insurance business portfolio and consideration of the evolving Japanese insurance agency landscape. The company believes partnering with Marsh Japan, which brings Marsh LLC's global insurance expertise, will better position the subsidiary for long-term growth.

The financial impact of this transaction is expected to be minimal and is not included in Mitsubishi Electric's fiscal year 2026 forecast.

Corridor Platforms, in collaboration with Oliver Wyman (NYSE:MMC) and Google Cloud, has announced the launch of a Responsible AI Sandbox to help enterprises scale their GenAI deployments safely. The initiative, launching in August 2025, follows the successful release of GenGuardX, Corridor's GenAI governance platform.

The Sandbox will be hosted on Google Cloud's infrastructure and will initially focus on Conversational AI use cases for U.S. financial institutions. Key features include an end-to-end GenAI pipeline, interactive risk labs, configurable risk modeling, expert-led guidance, and external agent risk assessment capabilities. The platform will integrate with Google Cloud's AI platform Vertex AI and Gemini language models, while allowing participants to use their own tools and LLMs.

Marsh McLennan (NYSE: MMC) reported strong Q2 2025 financial results, with revenue reaching $7.0 billion, up 12% year-over-year (4% underlying growth). The company achieved $1.8 billion in operating income, an 11% increase, while adjusted operating income rose 14% to $2.1 billion.

Key performance metrics include GAAP EPS of $2.45 (8% increase) and adjusted EPS of $2.72 (11% increase). The Risk & Insurance Services segment saw 15% revenue growth to $4.6 billion, while Consulting revenue increased 7% to $2.4 billion. The company also announced a 10% dividend increase to $0.900 per share and repurchased 1.4 million shares for $300 million during Q2.