The stock fell about 1.5 percent today, continuing a slow drift lower that has taken about 3 percent off the price this week. We think this is mostly the whole market moving on news that retail sales fell, rather than anything specific to the business.
Our view
This company acts as a essential gatekeeper for the global insurance market, collecting reliable fees regardless of the economic backdrop. If you already own it, there is nothing to do here but stay the course.
Marsh McLennan targets insurance for space-based data centers
Marsh McLennan is exploring a new niche in space-based data centers as companies like SpaceX and Blue Origin look to move computing into orbit. Because these facilities face unique risks from radiation and space debris, they require specialized insurance coverage that few firms have the data to price. This move fits the company's role as a risk advisor for complex, global industries. While orbital computing is still in its early stages, being the first to set the standards for these policies could help the firm capture a new source of fees as the space economy grows.
Analysts have recently issued a flurry of mixed updates, with several firms adjusting their price expectations for the stock since early January. Most analysts are neutral, and the average target of $199 suggests the price could rise 9%.
Average target$199.40+9%vs $182.70 today
Avg price
Low $135High $257
Hold26 analysts
1Bearish
17Neutral
8Bullish
FirmRatingPrice TargetDate
Cantor Fitzgerald
Overweight
$226→$208
1/14/2026
Wells Fargo
Equal Weight
$212→$199
1/13/2026
Barclays
Overweight
$206→$210
1/8/2026
Goldman Sachs
Neutral
$196→$199
1/7/2026
Evercore ISI
Outperform
$237→$236
1/7/2026
Morgan Stanley
Equal Weight
$195→$190
12/16/2025
Mizuho Securities
Outperform
$212
12/15/2025
RBC Capital
Outperform
$200
11/24/2025
Barclays
Overweight
$206
11/20/2025
Roth Capital
Neutral
$230→$200
10/20/2025
Goldman Sachs
Neutral
$195
10/20/2025
Morgan Stanley
Equal Weight
$215→$195
10/17/2025
Marsh McLennan earnings
Management has a very consistent habit of setting a bar and then clearing it, beating analyst profit targets in seven of the last eight quarters.
