MARSH & MCLENNAN COMPANIES, INC. — Form 8-K
Filed July 21, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 28/100
What the filing says
Marsh & McLennan reported Q2 2026 revenue of $7.4B (+6% GAAP, +5% underlying) with GAAP EPS of $2.63 and adjusted EPS of $2.96 (+9%). For six months ended June 30, 2026, revenue was $15.0B (+7% GAAP, +4% underlying), GAAP EPS $4.99 (down from $5.23 in prior year), adjusted EPS $6.25 (+8%). The company repurchased 4.5M shares ($750M) in Q2 and 8.7M shares ($1.5B) year-to-date; the Board increased quarterly dividend 10% to $0.990/share effective Q3 2026. A $425M Greensill litigation charge was recorded in H1 2026.
Why this rating
Solid mid-single-digit underlying growth and dividend increase are positive; Greensill charge ($425M, 0.4% of market cap) and GAAP EPS decline are headwinds. Growth rates ordinary for mature services company relative to $107B market cap.
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