Marsh & Mclennan Stock Price, News & Analysis

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.

Marsh McLennan (NYSE:MMC) / Oliver Wyman and QED Investors released a joint report, "Seizing the bank charter moment: Implications for fintechs and banks," examining a surge in fintech bank charter activity in 2025.

Key facts: 20 charter or bank-acquisition applications filed this year; fintechs pursuing charters include neobanks, lenders, crypto firms, brokerages, B2B payments and captive lenders. Drivers cited include fintech maturation, a transient regulatory window, and concern about sponsor-bank risks. The report evaluates who should pursue charters, de novo vs acquisition choices, valuation effects, potential impacts on banking-as-a-service and sponsor banks, and scenarios for stablecoins/digital assets.

Mercer, a Marsh McLennan (NYSE: MMC) company, has announced the launch of two major AI initiatives: Workforce Insights and Aida (Artificial Intelligence Digital Assistant). Workforce Insights is an AI-powered platform providing benchmarks across 100+ countries and 20,000 organizations, enabling HR teams to analyze talent landscapes and workforce dynamics.

Aida, integrated within the Talent All Access® Portal (TAAP), offers chat-based interfaces for HR teams to access benchmarking data, compensation trends, and compliance updates. Both platforms feature natural language processing capabilities to deliver data-driven insights for HR decision-making.

Led by CEO Pat Tomlinson, this initiative reflects Mercer's commitment to embedding AI across its practices to enhance client experience and deliver greater value in HR consulting services.

Marsh McLennan (NYSE: MMC) released its 2025 Climate Adaptation Survey, revealing significant gaps between climate risk awareness and adaptation strategies among organizations. The survey of over 130 global risk managers found that 78% of organizations face climate-related impacts, with 74% reporting asset losses from these events.

Despite high risk awareness, only 38% conduct detailed climate risk assessments, while 22% do not assess future climate impacts at all. Regional analysis shows extreme weather impacts were highest in Asia (73%), followed by India, Middle East, and Africa (68%), and Canada (67%). Notably, 40% of respondents report insufficient funding for climate adaptation initiatives.

Marsh McLennan (NYSE: MMC), a global leader in risk, strategy and people, has scheduled its Q3 2025 earnings release for Thursday, October 16, 2025, before market opening.

The company will host an investor teleconference at 8:00 a.m. EDT on the same day, featuring President and CEO John Doyle and CFO Mark McGivney. The event will include a Q&A session and will be available via live audio webcast on marshmclennan.com, with a replay available approximately two hours after the event.