​Marsh & McLennan Companies, Inc. (NYSE:MRSH) is one of the Best Dip Stocks to Buy According to Hedge Funds. On February 13, Marsh & McLennan Companies, Inc. (NYSE:MRSH) announced that Michael Lewis will now serve as President, Marsh Risk Canada, starting April 1. ​Lewis currently serves as Chief Commercial Officer for Arsh Canada and Head of Specialty and Industry for Marsh Risk Canada. The report highlighted that Lewis will keep the CCO role while a replacement is named for the other. Under his new role ...

Core Insights - Aon PLC is a leading global professional services firm specializing in risk, retirement, and health solutions, operating in over 120 countries and competing with Marsh & McLennan Companies and Willis Towers Watson [1] Financial Performance - Aon's stock price is currently $349.64, reflecting a 1.95% increase or $6.69, with a market capitalization of approximately $75.15 billion [5] - Elyse Greenspan from Wells Fargo has set a price target of $443 for Aon, indicating a potential price increase of approximately 26.7% based on the current stock price [2][6] - Aon reported sustained organic revenue growth and margin expansion in 2025, contributing to a positive financial outlook for 2026 with expectations of continued mid-single-digit or better organic growth [3][6] Strategic Initiatives - Aon's CEO, Greg Case, described 2025 as a year of "great strategic progress," driven by the execution of the "3×3 plan," which focuses on integrating risk and human capital, expanding Aon Client Leadership, and enhancing capabilities through Aon Business Services [3] Innovation and Growth - Innovation has been a key driver of Aon's success, with the expansion of Risk Analyzers and the introduction of new tools like Aon Broker Copilot and Claims Copilot [4] - Aon experienced significant growth in alternative capital solutions, with cat bond market issuance increasing by over 40% in 2025, supporting the company's goal of enhancing efficiency and client service [4][6]

Core Insights - Marsh & McLennan Companies, Inc. (MRSH) reported fourth-quarter 2025 adjusted earnings per share of $2.12, exceeding the Zacks Consensus Estimate by 7.6% and reflecting a 10% year-over-year increase [1][10] - Consolidated revenues reached $6.6 billion, marking a 9% year-over-year improvement and a 4% increase on an underlying basis, also surpassing the consensus mark by 1.2% [1][10] Financial Performance - Total operating expenses rose 9.2% year over year to $5.4 billion, driven by increased compensation and benefits costs [3] - Adjusted operating income improved 12% year over year to $1.6 billion, with an adjusted operating margin of 23.7%, up 40 basis points year over year [4][10] Segment Performance Risk and Insurance Services - Revenues for this segment were $4 billion, up 9% year over year and 2% on an underlying basis, aligning with the Zacks Consensus Estimate [5] - Adjusted operating income for the segment increased 11% year over year to $1.1 billion, beating the consensus mark by 1.4% [5] - Marsh Risk revenues rose 10% year over year to $3.7 billion, with U.S./Canada operations growing 3% on an underlying basis [6] - Guy Carpenter's revenues increased 7% year over year to $215 million, surpassing the consensus mark by 1.5% [7] Consulting - Consulting unit revenues advanced 8% year over year to $2.6 billion, exceeding the Zacks Consensus Estimate by 3% [8] - Adjusted operating income for the consulting segment climbed 10% year over year to $550 million, beating the consensus mark by 4% [8] - Mercer revenues grew 9% year over year to $1.6 billion, also surpassing the Zacks Consensus Estimate by 3% [9] Financial Update - As of December 31, 2025, cash and cash equivalents stood at $2.7 billion, up from $2.4 billion at the end of 2024 [12] - Total assets increased to $58.7 billion from $56.5 billion, while long-term debt decreased to $18.3 billion from $19.4 billion [12] - Operating cash flow for 2025 was $5.3 billion, an increase from $4.3 billion the previous year [13] Capital Deployment - In 2025, Marsh repurchased 10.1 million shares for a total of $2 billion [14] Full-Year Results - For the full year 2025, MRSH reported revenues of $27 billion, a 10% increase from $24.5 billion in 2024, with a 4% rise on an underlying basis [15] - Full-year adjusted EPS was $9.75, reflecting a 9% year-over-year increase [15]

Core Viewpoint - Marsh & McLennan Companies, Inc. (MMC) is expected to report strong quarterly earnings, with significant year-over-year growth in both earnings per share (EPS) and revenue, driven by its Risk and Insurance Services and Consulting segments [2][3][6] Financial Performance - The anticipated EPS for the upcoming quarter is $1.79 according to Wall Street estimates, with a slightly higher Zacks Consensus Estimate of $1.80, representing a 10.4% increase from the previous year [2][6] - Projected revenue for the quarter is approximately $6.31 billion, with Zacks estimating $6.3 billion, indicating an 11.1% year-over-year growth [2][6] - The company's full-year revenue estimate stands at $27 billion, reflecting confidence in its business model despite potential challenges from higher operating and interest expenses [3] Market Position and Metrics - MMC has a price-to-earnings (P/E) ratio of approximately 24.68, indicating strong investor confidence [5][6] - The price-to-sales ratio is about 3.94, and the enterprise value to sales ratio is around 4.72, reflecting its market value relative to sales [5] - The debt-to-equity ratio of 1.37 suggests moderate debt usage, while a current ratio of 1.20 indicates a solid ability to cover short-term liabilities [5] Analyst Sentiment - Analysts have slightly revised the consensus EPS estimate upwards by 0.1% over the past 30 days, suggesting potential investor optimism [4] - The actual earnings compared to these estimates will be crucial in determining the stock's near-term trajectory [4]