MRSH NYSE Week ended 24 Jul 2026

Weekly Investor Report

Marsh & McLennan Companies, Inc. · Financial Services · Insurance Brokers

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Latest close 180.7 USD
-0.2% latest week
Weekly setup

Mixed setup

The weekly trend is not active. Price is 4.0% above the Trend Line and sits at 44.6% of its 52-week range. The latest completed week returned -0.2%, after a 7.5% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth is moderate; valuation is expensive relative to peers. Options positioning is bearish with 59/100 conviction, while the latest news-sentiment score is 55/100. Near-term considerations: earnings are due in 78d.

Setup score 51 out of 100
Latest Close 180.7 USD 24 Jul 2026
1W Return -0.2% latest completed week
4W Return 7.5% short-term follow-through
12W Return 8.8% quarterly tape
Trend Breadth 0.0% 0 of 52 weeks active
Volume Ratio 1.1x vs 13-week average
What is working
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Activity pressure is positive on the latest completed week.
  • Next-week expectancy is positive at 57.00% based on similar historical setup states.
What could go wrong
  • The trend backdrop is inactive, so price action has not confirmed a constructive regime.
  • Price is below Fair Value, so the market is still discounting the latest tape.
  • Activity pressure is weak, so confirmation is not yet broad enough.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through -0.2% Latest completed week; four-week move 7.5%. Indicator stack 0/100 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Recent Activity-pressure buy-signal status for institutional accumulation timing. Next-Week Expectancy Positive 57.00% Historical one-week expectancy contributes to the evidence score when direction is confirmed. Options pressure Bearish 59/100 conviction; expected move 7.6%. News sentiment 55/100 74 relevant articles in the latest sentiment read. Event risk 78d Next report is scheduled for 15 Oct 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is not active. Price is 4.0% above the Trend Line and sits at 44.6% of its 52-week range. The latest completed week returned -0.2%, after a 7.5% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 1.1x the 13-week average. Participation is around or above normal and provides reasonable confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
30 Jan 6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.1712-week average 0.09

12-week confirmation

Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure4/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.17Current proprietary activity-pressure read.
Buy signals1Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers

No recent accumulation markers. No reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 7.5% over four weeks, 8.8% over 12 weeks, and -12.8% over one year. The current trend has remained active for 0 consecutive weeks.

Performance by holding period

1W-0.2%
4W7.5%
12W8.8%
26W-0.3%
52W-12.8%
Active trend streak0 weeks
Active weeks in one year0
Trend breadth0.0%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure1.17Latest activity-pressure read.
Pressure change748.2%Four-week change in activity pressure.
Leadership-8.06Latest relative-leadership reading.
RS change48.5%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality ranks strongly versus its universe; growth is moderate; valuation is expensive relative to peers.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Dec 2025 Field coverage 97% Model confidence 97%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength20/100Blend of value, momentum, and quality. Underlying universe rank 81; rank 1 is best.
Value21/100Relative valuation strength. Underlying universe rank 80; rank 1 is best.
Quality83/100Profitability and accounting quality. Underlying universe rank 18; rank 1 is best.
Momentum18/100Medium-term price momentum. Underlying universe rank 83; rank 1 is best.
Growth36/100Revenue and earnings growth. Underlying universe rank 65; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework63/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
21.7x
Price divided by trailing earnings.
Price / sales
3.1x
Market value relative to trailing revenue.
EV / EBITDA
18.6x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
5.0%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
42.4%
Gross profit retained from each unit of revenue.
Operating margin
20.6%
Operating profit retained from revenue.
Free-cash-flow margin
19.3%
Free cash flow generated from revenue.
Return on invested capital
12.2%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
8.3%
Latest one-year revenue growth.
EPS growth
-3.6%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
4.0%
Latest one-year free-cash-flow growth.
Piotroski F-score
6/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
2.0%
Cash dividends relative to market value.
Buyback yield
3.2%
Net share repurchases relative to market value.
Shareholder yield
5.2%
Dividend yield plus net buyback yield.
Net debt / EBITDA
3.6x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningBearish

MRSH shows bearish options pressure with a 59/100 conviction score, put-call volume ratio of 9.54, expected move of 7.6%, and Sharemaestro trend signal inactive.

Conviction59/100
Expected move7.6%
Put/call volume9.54
Pressure-78
Speculation43
Volatility45
Trend agreement48
Open options detail
Insider activity-

No recent insider transactions are stored for this company.

News sentiment55/100

Weighted news tone is neutral across 74 relevant articles.

24 positive · 47 neutral · 3 negative
Patient CapitalRecent

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

Recent buy signal in the last 8 weeks
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings78dNext report is scheduled for 15 Oct 2026; event risk rises as the date approaches.
Options expected move7.6%Nearest-chain priced movement where available.
52-week drawdown-14.2%Distance below the 52-week high.
13-week volatility2.8%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher12 of 2614 weeks finished lower.
Best week+5.6%Week of 3 Jul.
Worst week-6.0%Week of 13 Mar.
Latest week-0.2%Week of 24 Jul.

Shape of recent returns

Strong gains4
Modest gains8
Flat weeks0
Modest losses10
Sharp losses4
Recent vol2.8%13-week weekly-return volatility.
Base vol3.1%52-week weekly-return volatility.
Up/down split25/27Count of positive and negative weeks in the 52-week window.
Average skew2.5% / -2.7%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape46/100

Trend, activity pressure, participation, and risk combine to a 46/100 tape read.

 Indicator analysis18/100

Latest 12-week confirmation: trend 0/12, activity pressure 4/12, relative leadership 0/12.

Activity pressure 0.17; No reversal markers Next-Week ExpectancyPositive 57.00%

Next-week expectancy is positive with a 57.00% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors35/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 17 SVQF63/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 371.5 of 1013 Patient CapitalRecent

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

Recent buy signal in the last 8 weeks Options34/100

MRSH shows bearish options pressure with a 59/100 conviction score, put-call volume ratio of 9.54, expected move of 7.6%, and Sharemaestro trend signal inactive.

Bearish · Put-side pressure · Expected move 7.6% Sentiment55/100

Weighted news tone is neutral across 74 relevant articles.

MARSH & MCLENNAN COMPANIES, INC. SEC Filing (Jul 29, 2026) Insiders50/100

No recent insider transaction evidence is stored.

 Earnings78d

Next report is scheduled for 15 Oct 2026; event risk rises as the date approaches.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
24 Jul 2026180.7 USD-0.2%173.8 USD197.3 USD1.17-8.0614.4MOff
17 Jul 2026181.2 USD2.2%174.0 USD197.3 USD1.03-8.9411.7MOff
10 Jul 2026177.3 USD-0.1%174.1 USD197.3 USD0.60-12.8311.5MOff
3 Jul 2026177.5 USD5.6%174.3 USD197.3 USD0.26-12.169.0MOff
26 Jun 2026168.1 USD4.1%174.4 USD197.3 USD-0.18-15.6615.9MOff
19 Jun 2026161.5 USD-4.3%174.8 USD197.4 USD-0.62-21.5511.2MOff
12 Jun 2026168.7 USD2.0%175.4 USD197.5 USD-0.71-18.1211.2MOff
5 Jun 2026165.4 USD3.4%175.8 USD197.5 USD-0.86-19.9815.6MOff
29 May 2026160.0 USD-2.5%176.2 USD197.5 USD-0.94-25.3713.7MOff
22 May 2026164.1 USD1.9%176.8 USD197.6 USD-0.90-23.2711.7MOff
15 May 2026161.1 USD-1.3%177.5 USD197.6 USD-0.75-24.9116.4MOff
8 May 2026163.2 USD-1.8%178.4 USD197.7 USD-0.55-24.5713.3MOff
1 May 2026166.2 USD-2.3%179.8 USD197.7 USD-0.50-22.3112.8MOff
24 Apr 2026170.1 USD-3.2%180.9 USD197.8 USD-0.37-20.6017.6MOff
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.