earnings
confidence high
sentiment positive
materiality 0.75
Marsh Q2 revenue $7.4B (+6% YoY); adjusted EPS $2.96 (+9%); dividend raised 10%
MARSH & MCLENNAN COMPANIES, INC.
- GAAP EPS $2.63; adjusted EPS $2.96, up 9% YoY; six-month adjusted EPS $6.25, up 8%.
- Risk & Insurance Services revenue $4.8B (+4%); Consulting revenue $2.6B (+10%).
- Marsh Risk underlying revenue +4% US/Canada, +5% International; Guy Carpenter -2%.
- Board raised quarterly dividend 10% to $0.990/share, payable Aug 14, 2026.
- Repurchased 4.5M shares for $750M in Q2; 8.7M shares for $1.5B in H1 2026.