Gallagher lowers growth outlook. Arthur J. Gallagher stock loses 2.21 percent
Arthur J. Gallagher's stock fell 2.21 percent after the company lowered its full-year Brokerage organic growth outlook from 5.50 percent to 5.00 percent. While Q2 2026 revenue increased by 24.20 percent to $4.00 billion, GAAP net income declined by 12.00 percent, reflecting the integration of AssuredPartners and higher acquisition amortization. The company's growth continues to be acquisition-led, with significant organic growth in Risk Management but softer property renewals.
Business Moves: Everest Completes Sale of Canadian Retail Operations to Wawanesa; Arthur J. Gallagher & Co. Buys New Zealand's Albany Insurance Services
Everest Group Ltd. has completed the sale of its Canadian retail insurance operations to Wawanesa Mutual Insurance Co., which has launched a new unit called "WSI" to incorporate the former Everest Canada operations. This move allows Everest to focus on its core Reinsurance and Global Wholesale and Specialty businesses. Additionally, Arthur J. Gallagher & Co. has acquired Albany Insurance Services Ltd., a New Zealand-based retail insurance broker, to enhance its brokerage operations in the region.
Gallagher taps former AIG executive as Swiss CEO
Arthur J. Gallagher and Company has appointed Malgorzata Kuczewska as CEO of its Swiss operations. Kuczewska, who has 17 years of experience, previously served as accident and health manager for Switzerland and Austria at American International Group Inc. This appointment was reported by Reinsurance News.
AI Tools Suspected in Korea’s Shinhan Bank Hack, Yonhap News Reports
Advanced AI tools are suspected to have been used in a cyberattack on South Korea's Shinhan Bank, exposing information of about 25,000 customers. This incident highlights the growing risk of automated hacking against financial institutions and has prompted South Korea's Financial Supervisory Service to launch an emergency inspection. Other Korean lenders like KB Kookmin Bank and Hana Bank have also reported recent data breaches, leading the Financial Services Commission to hold meetings with banks to address these cybersecurity concerns.
Marsh & McLennan Companies Inc (MSN.SG) latest stock news and headlines
This article provides recent news and headlines concerning Marsh & McLennan Companies Inc (MSN.SG), highlighting its latest stock performance, dividend information, and significant company announcements. Key updates include recent acquisitions, leadership appointments, and discussions around navigating global risks and the impact of AI. The article also touches upon the company's financial performance compared to the S&P 500.
Skyward Group brings AV specialised coverage to US primary market
Skyward Group, through its ibott unit within Apollo, has expanded its autonomous vehicle (AV) insurance expertise into the US primary market. This move offers a comprehensive suite of solutions for the evolving mobility sector, targeting commercial exposures for OEMs, AV system developers, and fleet operators. The expansion leverages ibott's specialized underwriting and data-driven approach, along with Skyward Group's broader capabilities, to provide complete insurance solutions for emerging AV risks.
AXIS Capital Acquires DUAL North America's Excess Liability Renewal Rights
AXIS Capital has acquired the renewal rights to DUAL North America's Excess Liability business, a strategic move to expand its Casualty platform. This acquisition includes bringing John Kopach, DUAL's EVP of Excess Liability, to AXIS as the new Head of Wholesale Lower Middle Market, ensuring a smooth transition for clients and brokers. The deal underscores a long-standing partnership between AXIS and DUAL, aiming to leverage high-quality business while mitigating integration risks by acquiring renewal rights.
Piper Sandler Remains a Buy on Principal Financial (PFG)
Piper Sandler analyst Paul Newsome maintained a Buy rating on Principal Financial (PFG) with a price target of $128.00. Newsome is a 5-star analyst with a 12.7% average return and a 69.34% success rate. Principal Financial reported quarterly revenue of $3.91 billion and a net profit of $403.4 million for the quarter ending June 30.
Arthur J. Gallagher stock last trades at USD 230.22 on September 28, 2026
Arthur J. Gallagher & Co. stock last traded at USD 230.22, a decrease of 0.38 percent. This follows recent company developments including the acquisition of McMillan Insurance & Bonding Inc. and the publication of Gallagher's 2026 U.S. Workforce Trends Report. The report indicated high employer turnover and anticipated revenue and workforce growth.
3 Big Reasons to Love Arthur J. Gallagher (AJG)
Arthur J. Gallagher (AJG) has underperformed the S&P 500 recently, but its strong fundamentals suggest it could be a good investment. The company boasts impressive annualized revenue growth, profitable long-term EPS growth, and excellent free cash flow margins. These factors indicate AJG is an elite business services company, potentially making its current valuation attractive.
Arthur J. Gallagher & Co. (NYSE:AJG) Receives Average Recommendation of "Moderate Buy" from Brokerages
Arthur J. Gallagher & Co. (NYSE:AJG) has received a "Moderate Buy" recommendation from nineteen analysts, with an average 12-month price target of $288.17. Despite some recent price target reductions from Morgan Stanley and RBC, both firms maintained bullish ratings. The company recently beat quarterly EPS expectations, and institutional investors hold a significant stake in the stock, though insiders have sold shares recently.
Marsh & McLennan Companies, Inc. (MRSH) stock price, news, quote and history
This article provides a detailed overview of Marsh & McLennan Companies, Inc. (MRSH), including its current stock price, recent performance, key financial metrics, and analyst insights. As of September 25, 2026, MRSH traded at $171.12, with a declared cash dividend of $0.99. The company operates in risk and insurance services and consulting segments, offering advisory services and insurance solutions globally.
Marsh & McLennan Companies (MRSH) Earnings Date and Reports 2026
Marsh & McLennan Companies (MRSH) reported strong Q2 2026 earnings, beating analyst expectations with an EPS of $2.96 and revenue of $7.28 billion. The company's earnings are projected to grow by 9.00% in the coming year, with the next earnings report scheduled for October 15, 2026. This article provides detailed historical and estimated earnings data, revenue information, and a look at analyst forecasts for future quarters.
Analysts Offer Insights on Financial Companies: Arthur J Gallagher & Co (AJG), Nu Holdings (NU) and Raymond James Financial (RJF)
Goldman Sachs analysts have provided insights on several financial companies. Robert Cox maintained a Buy rating for Arthur J. Gallagher & Co. with a $272.00 price target, while Tito Labarta reiterated a Buy rating on Nu Holdings with a $23.00 price target. William Katz from TD Cowen maintained a Hold rating on Raymond James Financial, setting a price target of $160.00.
Analysts Offer Insights on Financial Companies: Robinhood (HOOD) and Arthur J Gallagher & Co (AJG)
Two financial companies, Robinhood (HOOD) and Arthur J Gallagher & Co (AJG), have received bullish sentiments from analysts. Morgan Stanley maintained a Buy rating on Robinhood with a $150.00 price target, while RBC Capital maintained a Buy rating on Arthur J Gallagher & Co with a $310.00 price target. Both stocks currently have a Strong Buy analyst consensus rating.
Arthur J. Gallagher & Co. (NYSE:AJG) Price Target Lowered to $290.00 at Royal Bank Of Canada
Royal Bank of Canada has lowered its price target for Arthur J. Gallagher & Co. (NYSE:AJG) from $310.00 to $290.00, while maintaining an "outperform" rating. This new target implies a potential upside of 27.38% from the stock's previous close. The financial services provider recently reported quarterly earnings that slightly exceeded consensus estimates, with EPS of $2.84 against an expected $2.81, and revenue increasing by 24.3% year over year to $3.95 billion.
Analysts’ Opinions Are Mixed on These Financial Stocks: Bit Digital (BTBT), Arthur J Gallagher & Co (AJG) and Citigroup (C)
This article summarizes recent analyst opinions on three financial stocks: Bit Digital (BTBT), Arthur J Gallagher & Co (AJG), and Citigroup (C). H.C. Wainwright maintained a Buy rating on Bit Digital, while Truist Financial kept a Hold rating on Arthur J Gallagher & Co. Citigroup received a Buy rating from Truist Financial and Morgan Stanley, with analysts generally suggesting a Strong Buy consensus for the stock.
Bank of New York Mellon Corp. (NYSE: BNY) - Related Research
This article provides an overview of Bank of New York Mellon Corp. (NYSE: BNY), highlighting its role as a global investment company, asset manager, and the world's largest global custody bank. While no specific related research for BNY was found, the page presents a selection of recent research articles from the same financial sector. These articles cover various companies and financial topics, including insights on investment firms, market metrics, and specific company analyses.
Innovator Equity Dual Directional 15 Buffer ETF - May (NYSE: DDFY) - Related Research
This article provides related research for the Innovator Equity Dual Directional 15 Buffer ETF - May (NYSE: DDFY). It notes that direct related research for DDFY was not found, so it displays past three months of related research from the same sector. The listed research includes analysis on various companies and market trends by Intelligent Investor analysts.
Corgi KEYS 2x Daily ETF (NYSE: KEYX) - Related Research
This article provides current share price information for the Corgi KEYS 2x Daily ETF (NYSE: KEYX) and states that no direct related research was found. Instead, it offers a list of other research articles from the same sector published within the last three months, covering various companies and market topics. These related articles offer insights into different investment opportunities and market analyses by Intelligent Investor experts.
Analysts’ Opinions Are Mixed on These Financial Stocks: Bit Digital (BTBT), Arthur J Gallagher & Co (AJG) and Citigroup (C)
Analysts have provided mixed opinions on several financial stocks, including Bit Digital (BTBT), Arthur J Gallagher & Co (AJG), and Citigroup (C). H.C. Wainwright maintained a Buy rating on Bit Digital with a $4.00 price target, while Truist Financial maintained a Hold rating on Arthur J Gallagher & Co. Citigroup received a Buy rating from Truist Financial with a consensus price target of $157.17, indicating a 17.5% upside.
Corgi ONTO 2x Daily ETF (NYSE: ONTX) - Related Research
This article states that no related research was found for Corgi ONTO 2x Daily ETF (ONTX). Instead, it provides a list of recent research articles from the same sector over the past three months, covering various companies and market topics. The provided research covers topics such as investment firm comparisons, misleading metrics, company results, and insights into specific stocks like Alphabet and Fairfax Financial.
Arthur J. Gallagher stock holds as acquisition expands brokerage reach
Arthur J. Gallagher & Co. (AJG) stock maintained its NYSE listing on September 22, 2026, following its September 2026 acquisition of Innovise. This acquisition is set to expand Gallagher's commercial brokerage reach, add surety expertise, and create cross-selling opportunities across specialized industries. Investors will be watching how this added expertise translates into client relationships and revenue growth.
Arthur J. Gallagher stock edges lower as investors digest Colorado acquisition and rich valuation
Arthur J. Gallagher & Co. (AJG) stock edged lower as investors considered its recent acquisition of McMillan Insurance & Bonding Inc. in Colorado against its high valuation. The company's stock trades at a P/E ratio of 39.11 and a market capitalization of $61.39 billion, reflecting market confidence in its growth-through-acquisition strategy. Despite a modest dividend yield, the investment case for AJG hinges on continued earnings expansion from its steady deal pipeline.
Willis Towers Watson Public Limited Company (WTW) latest stock news and headlines
This article compiles recent news and headlines regarding Willis Towers Watson Public Limited Company (WTW), providing a snapshot of its stock performance, dividend information, and significant company announcements. Key topics include WTW's dividend declaration, new global agreements, insights into insurance market trends, and analyses of its stock valuation and AI-related initiatives.
Nykredit A S Makes New Investment in Arthur J. Gallagher & Co. $AJG
Nykredit A/S recently acquired 81,908 shares of Arthur J. Gallagher & Co. (AJG) for approximately $18.8 million in Q2, contributing to institutional ownership of 85.53%. Analysts have a "Moderate Buy" consensus for AJG, with an average price target of $289.83, following recent increases from Citigroup and Morgan Stanley. Despite some insider selling, the company reported strong Q2 earnings, with EPS of $2.84 and revenue up 24.3% year-over-year.
Why Is Brown and Brown (BRO) Standing Apart From Its Peers?
Brown and Brown (BRO) is gaining market attention due to its focus on renewal activity and decentralized distribution within its insurance brokerage services, distinguishing it from other financial institutions. The market's current rotation towards defensive stories and software, away from rate-sensitive names, helps highlight BRO's unique position. The article suggests that while general market trends influence visibility, the company's specific operating model and potential for future focused updates are crucial for sustained interest.
Deal Dispatch: Egg Maker Vital Farms Considers Sale, Blackstone Buys Flow Control, Kennedy Center Trouble
This "Deal Dispatch" report highlights significant M&A activities and financial news. Egg producer Vital Farms is considering a take-private deal due to a substantial drop in market value, while financial software provider Finastra is also exploring strategic alternatives. Blackstone has acquired Flow Control Holdings, and The Baldwin Group is going private in a $7.7 billion all-cash deal. The Kennedy Center faces potential bankruptcy due to financial issues and declining ticket sales, while AirBaltic also filed for Chapter 11.
Arthur J Gallagher & Co (AJG) Gets a Buy from Mizuho Securities
Mizuho Securities analyst Yaron Kinar has reiterated a Buy rating on Arthur J Gallagher & Co (AJG), setting a price target of $292.00. The company recently reported quarterly revenue of $4 billion and a net profit of $323 million. Despite positive analyst sentiment, corporate insider activity shows a negative trend with increased selling of shares.
Arthur J. Gallagher & Co. (NYSE:AJG) CAO Richard Cary Sells 1,000 Shares
Arthur J. Gallagher & Co. (NYSE:AJG) Chief Accounting Officer Richard Cary sold 1,000 shares of the company's stock on September 15th, reducing his ownership by 2.09%. The shares were sold for approximately $252,860. Despite the insider sale, analysts maintain a "Moderate Buy" rating with a consensus price target of $289.83, and the company recently declared a quarterly dividend of $0.70 per share.
Arthur J. Gallagher Acquires Commercial Insurance And Surety Brokerage Innovise Business Consultants
Arthur J. Gallagher & Co. has acquired Innovise Business Consultants, a commercial insurance brokerage and surety bonding firm based in Englewood, Colorado. This acquisition is expected to strengthen Gallagher's presence and industry-specific expertise in Colorado, particularly in construction, energy, real estate, and manufacturing sectors. The financial terms of the transaction were not disclosed, and the Innovise team will relocate to Gallagher's Denver office.
WTW Stock Trading at a Discount to Industry at 14.73X: Time to Hold?
Willis Towers Watson (WTW) is trading at a discount to its industry average with a forward price-to-earnings multiple of 14.73X, compared to the industry's 15.32X. The company shows strong growth projections, positive analyst sentiment, and efficient use of shareholder funds, with a potential upside of 18.1% according to analysts. Despite facing risks such as competition and exchange-rate volatility, WTW maintains a Zacks Rank #3 (Hold) due to its solid growth, AI initiatives, and strong financial health.
Duck Creek Technologies Named a Leader in the 2026 Gartner® Magic Quadrant™ for SaaS P&C Insurance Core Platforms, North America and Positioned Furthest for Completeness of Vision
Duck Creek Technologies has been named a Leader in the 2026 Gartner Magic Quadrant for SaaS P&C Insurance Core Platforms, North America, for the eighth consecutive year. The company also placed furthest right in Completeness of Vision among all vendors. Hardeep Gulati, CEO of Duck Creek, highlighted the platform's scale, differentiated innovation, and its intelligent core, including the Agentic AI Platform, in helping insurers achieve stronger results and greater agility.
The Bottom Line: BST & Co., Gallagher, Flynn & Company, Connection and Unitil
This article provides a roundup of news from public companies. It details the merger of BST & Co. and Gallagher, Flynn & Company, forming BST Gallagher Flynn, a new regional accounting and advisory firm. Connection (NASDAQ: CNXN) was awarded a NASA Solutions for Enterprise-Wide Procurement VI contract, expanding its ability to provide IT solutions to federal agencies. Unitil (NYSE: UTL) has enrolled 2,100 acres of land across New England into a national program to conserve monarch butterfly habitat.
Brown & Brown (NYSE: BRO) highlights 443% 10-year return in 2026 outlook
Brown & Brown (BRO) has released a 2026 investor presentation outlining its long-term strategy for double-digit growth, robust margins, and strong cash generation. The insurance broker reported a 10-year total shareholder return of 443%, outperforming peers and the S&P 500, alongside 32 consecutive years of dividend increases. The company also detailed its disciplined capital deployment, conservative leverage targets, and ongoing investments in technology, AI, and talent to fuel future expansion.
Van Hulzen Asset Management LLC Sells 12,677 Shares of Arthur J. Gallagher & Co. $AJG
Van Hulzen Asset Management LLC reduced its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 46.3%, selling 12,677 shares and retaining 14,687 shares valued at $3.37 million. Despite this, institutional investors collectively own 85.53% of the company. Arthur J. Gallagher reported strong quarterly earnings, beating EPS estimates, and analysts maintain a "Moderate Buy" consensus with an average price target of $290.28.
Tidal Investments LLC Acquires 480,413 Shares of Arthur J. Gallagher & Co. $AJG
Tidal Investments LLC significantly increased its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 303.7% in the second quarter, acquiring an additional 480,413 shares, bringing its total holdings to 638,601 shares valued at $146.6 million. The company maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $290.28, and recently reported strong quarterly earnings with EPS of $2.84 and revenue up 24.3% year over year. Arthur J. Gallagher also declared a quarterly dividend of $0.70 per share.
Sequoia Financial Advisors LLC Grows Stake in Arthur J. Gallagher & Co. $AJG
Sequoia Financial Advisors LLC increased its holdings in Arthur J. Gallagher & Co. by 7.1% in the second quarter, bringing its total to 149,799 shares valued at $34.4 million. The company reported strong Q2 earnings with EPS exceeding estimates and revenue up 24.3% year-over-year. Despite recent insider selling, analysts maintain a "Moderate Buy" rating with an average price target of $290.28.
VIRGINIA RETIREMENT SYSTEMS ET Al Makes New Investment in Arthur J. Gallagher & Co. $AJG
Virginia Retirement Systems purchased 15,626 shares of Arthur J. Gallagher & Co. (AJG) valued at approximately $3.59 million during the second quarter, contributing to institutional investors owning 85.53% of the company. Analysts have maintained a "Moderate Buy" consensus rating with an average price target of $290.28, following strong earnings that beat estimates and a 24.3% year-over-year revenue increase. The company also declared a quarterly dividend of $0.70 per share, representing a 1.1% yield.
California State Teachers Retirement System Has $19.78 Billion Stock Position in Arthur J. Gallagher & Co. $AJG
The California State Teachers Retirement System significantly increased its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 23,248.0% in the second quarter, now owning 33.62% of the company, valued at $19.78 billion. Other institutional investors also adjusted their positions, with insider transactions showing recent stock sales by company executives. Arthur J. Gallagher & Co. also announced a quarterly dividend of $0.70 per share, and analysts have largely maintained "Buy" or "Overweight" ratings with increased price targets.
Arthur J. Gallagher & Co. $AJG Shares Bought by NEOS Investment Management LLC
NEOS Investment Management LLC increased its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 13.8% in the second quarter, bringing its total holdings to 41,756 shares valued at $9.6 million. This move is part of broader institutional interest, with 85.53% of the company's stock held by institutional investors. Arthur J. Gallagher reported strong financials, with quarterly EPS exceeding estimates and a significant year-over-year revenue increase, while also declaring a $0.70 quarterly dividend.
The Zacks Analyst Blog Highlights Willis Towers Watson, Arthur J. Gallagher and Aon
This Zacks Analyst Blog highlights Willis Towers Watson (WTW), Arthur J. Gallagher (AJG), and Aon (AON) as top insurance brokerage stocks. These companies are demonstrating resilient organic growth by focusing on exposure growth, new business, and specialty products, rather than relying solely on rising insurance rates. The article details their recent financial performance, analyst ratings, and growth prospects, emphasizing their ability to thrive in a moderating insurance pricing environment.
B. Metzler seel. Sohn & Co. AG Purchases 6,594 Shares of Arthur J. Gallagher & Co. $AJG
B. Metzler seel. Sohn & Co. AG increased its stake in Arthur J. Gallagher & Co. by 52.6% in the second quarter, now owning 19,123 shares worth $4.39 million. The article also details other institutional investor activity, stock performance metrics, recent earnings, dividend announcements, and analyst ratings for Arthur J. Gallagher & Co. Additionally, it reports on recent insider stock sales by company VPs.
Arthur J. Gallagher & Co. (NYSE:AJG) VP Scott Hudson Sells 12,000 Shares
Arthur J. Gallagher & Co. VP Scott Hudson sold 12,000 shares of the company's stock for approximately $3.17 million, reducing his direct stake by 11.73%. This insider sale occurred after the company reported strong quarterly earnings, surpassing EPS estimates, though revenue slightly missed expectations. Despite the insider selling, analysts maintain a "Moderate Buy" rating for AJG with an average price target above the current trading price.
Nykredit A S Takes $20.51 Million Position in Arthur J. Gallagher & Co. $AJG
Nykredit A/S recently acquired a significant stake worth approximately $20.51 million in Arthur J. Gallagher & Co. during the second quarter, contributing to the 85.53% institutional ownership of the company. Analysts maintain a "Moderate Buy" rating with an average price target of $290.28, following strong quarterly earnings where Arthur J. Gallagher & Co. reported EPS of $2.84, exceeding estimates, and a 24.3% year-over-year revenue increase. The company also announced a quarterly dividend of $0.70 per share.
Alley Investment Management Company LLC Decreases Stake in Arthur J. Gallagher & Co. $AJG
Alley Investment Management Company LLC significantly reduced its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 55.6% in the second quarter, selling 12,286 shares and retaining 9,809 shares valued at $2.25 million. Other institutional investors have either increased or initiated positions in the company, which recently announced a quarterly dividend of $0.70 per share. Several analysts have issued "Buy" or "Hold" ratings with an average price target of $290.28, while company insiders have also recently sold shares.
The Zacks Analyst Blog Highlights Willis Towers Watson, Arthur J. Gallagher and Aon
The Zacks Analyst Blog highlights Willis Towers Watson (WTW), Arthur J. Gallagher (AJG), and Aon (AON) as top insurance brokerage stocks. These companies are transitioning from rate-driven growth to execution-driven growth, focusing on exposure growth, new business, and specialty products as commercial insurance pricing softens. All three companies demonstrated strong organic growth in Q2 2026, making them attractive picks for sustained growth in a moderating pricing environment.
Arthur J. Gallagher & Co. to Host Regularly Scheduled Quarterly Investor Meeting with Management
Arthur J. Gallagher & Co. (NYSE: AJG) will host its quarterly investor meeting virtually on Wednesday, September 23, from 3:00 p.m. to 5:00 p.m. CT. The meeting will feature presentations by the company's operating and financial leaders on business operations and financial outlook, followed by a Q&A session. A live broadcast and replay will be available on Gallagher's website.
Moody’s affirms Aon stock rating, shifts outlook on USI deal
Moody's has affirmed Aon plc's Baa2 senior unsecured debt and Prime-2 commercial paper ratings but shifted its outlook from positive to stable. This change follows Aon's announcement of its plan to acquire USI, Inc. for approximately $17.0 billion in cash, which will increase Aon's debt-to-EBITDA ratio significantly in the short term. Despite the increased leverage, Moody's acknowledges Aon's strong track record and expects the company to reduce its leverage within 12-18 months post-acquisition.
Moore Capital Management LP Acquires Shares of 18,504 Arthur J. Gallagher & Co. $AJG
Moore Capital Management LP recently acquired 18,504 shares of Arthur J. Gallagher & Co. (AJG) worth approximately $4.25 million. This transaction highlights continued institutional interest in AJG, which has a significant percentage of its stock owned by institutional investors and hedge funds. Despite some insider selling, analysts maintain a "Moderate Buy" rating for AJG, with the company also reporting strong quarterly earnings and a declared dividend.
