Arthur J. Gallagher: McKee Risk Management Acquisition Expands RPS Program Administration Capabilities
Arthur J. Gallagher & Co.'s Risk Placement Services, Inc. (RPS) has acquired Pennsylvania-based McKee Risk Management, Inc., a program administrator specializing in construction, public entity, and property programs. This acquisition strengthens RPS's program administration platform and expands its underwriting capabilities in specialty insurance sectors. The move aligns with Arthur J. Gallagher's strategy of growing its global insurance brokerage and risk management operations through targeted acquisitions.
Mizuho Markets Cayman LP Buys New Shares in Arthur J. Gallagher & Co. $AJG
Mizuho Markets Cayman LP has acquired 13,165 new shares of Arthur J. Gallagher & Co. (NYSE:AJG) in the fourth quarter, valued at approximately $3.41 million. This comes as the company reported strong quarterly earnings, with EPS exceeding estimates and revenue increasing by 29% year over year. Despite the positive financial performance, the stock was trading down about 1.2%, with analysts maintaining a "Moderate Buy" rating and a consensus price target of $264.00.
Cumberland Partners Ltd Trims Stock Position in Arthur J. Gallagher & Co. $AJG
Cumberland Partners Ltd significantly reduced its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 77% in the fourth quarter, selling 63,571 shares and retaining 19,022 shares valued at approximately $4.9 million. Despite the stock being down 1.2% to $204.89, the company surpassed EPS expectations with $4.47 per share, though revenue slightly missed forecasts. Arthur J. Gallagher & Co. declared a quarterly dividend of $0.70 per share and maintains a "Moderate Buy" rating from analysts with an average price target of $264.
Van Hulzen Asset Management LLC Acquires 7,025 Shares of Arthur J. Gallagher & Co. $AJG
Van Hulzen Asset Management LLC increased its stake in Arthur J. Gallagher & Co. by 7.9% in the fourth quarter, purchasing 7,025 additional shares to bring its total holding to 95,470 shares valued at $24.7 million. Arthur J. Gallagher & Co. reported strong earnings, with EPS of $4.47 exceeding estimates and revenue growing 29% year over year to $4.71 billion. The company declared a quarterly dividend of $0.70 per share and currently holds a "Moderate Buy" rating from analysts with an average price target of $264.
Arthur J. Gallagher & Co. $AJG Shares Sold by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans significantly reduced its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 59.5% in the fourth quarter, selling 30,465 shares. Additionally, company VPs Christopher E. Mead and Scott R. Hudson sold a combined 7,800 shares in early March. Despite these sales, the company reported stronger-than-expected quarterly EPS of $4.47 and announced a quarterly dividend of $0.70 per share, while institutional investors and hedge funds still own 85.53% of its stock.
Wells Fargo Remains a Hold on Progressive (PGR)
Wells Fargo maintained a Hold rating on Progressive (PGR) with a $222.00 price target, following an analysis by Elyse Greenspan. Barclays maintained a Buy rating, while William Blair also issued a Hold. Progressive's recent earnings show a quarterly revenue of $22.18 billion and a net profit of $2.82 billion, but insider sentiment is negative due to increased share selling.
Arthur J. Gallagher & Co. stock (US3635761097): Morgan Stanley trims target as valuation debate heat
Morgan Stanley has lowered its price target for Arthur J. Gallagher & Co. (AJG) to $240 from $265, while maintaining an Overweight rating. This adjustment comes as investors consider AJG's robust earnings growth against valuation concerns and a volatile financial market backdrop. The company, a major global insurance brokerage, continues to expand through acquisitions and organic growth in key markets like the US and UK.
Arthur J. Gallagher & Co. stock outperforms competitors on strong trading day
Shares of Arthur J. Gallagher & Co. (AJG) increased by 1.87% to $207.41, outperforming the broader market during a positive trading session on Thursday. The S&P 500 Index and the Dow Jones Industrial Average also saw gains. This marked the stock's second consecutive day of increases.
Morgan Stanley Lowers Arthur J. Gallagher & Co. (NYSE:AJG) Price Target to $240.00
Morgan Stanley has reduced its price target for Arthur J. Gallagher & Co. (NYSE:AJG) to $240.00 from $265.00, while maintaining an "overweight" rating. This new target suggests an 18.53% upside from the previous closing price. Despite the reduction, the company recently reported better-than-expected earnings of $4.47 per share, though revenue slightly missed estimates.
Global Retirement Partners LLC Has $115.27 Million Stock Position in Arthur J. Gallagher & Co. $AJG
Global Retirement Partners LLC, despite cutting its stake by 11.5% in the fourth quarter, still holds a significant position of 445,401 shares, valued at $115.27 million, in Arthur J. Gallagher & Co., making it their fourth-largest holding. Arthur J. Gallagher & Co. reported strong quarterly earnings, beating analyst expectations, and announced a quarterly dividend of $0.70 per share. Several other institutional investors also adjusted their positions in the financial services provider.
Arthur J. Gallagher & Co. stock (US3635761097): acquisition of McKee Risk Management keeps deal mome
Arthur J. Gallagher & Co. has acquired McKee Risk Management, a specialist program administrator, to expand its U.S. wholesale brokerage platform, particularly in construction, public entity, and property lines. This acquisition strengthens Arthur J. Gallagher's underwriting and risk management capabilities, following a strategy of incorporating specialty program administrators. The deal reinforces the company's position as a key player in the insurance distribution sector, attracting institutional interest and a recent analyst upgrade from Citigroup.
Citigroup Sees a Return Opportunity in Insurance Brokers, Upgrades Arthur J. Gallagher (AJG)
Citigroup has upgraded Arthur J. Gallagher & Co. (AJG) to Buy from Neutral, citing valuation as the primary reason and forecasting an easing of cyclical growth pressures in the insurance broker sector. The firm set a $250 price target for AJG. Arthur J. Gallagher & Co. reported strong financial results for Q1 2026, including 28% revenue growth in its combined Brokerage and Risk Management segments and 24 consecutive quarters of double-digit adjusted EBITDAC growth.
Arthur J. Gallagher’s SWOT analysis: stock faces margin questions
Arthur J. Gallagher & Co. (NYSE:AJG) reported fourth-quarter 2025 results that exceeded expectations in earnings per share but raised concerns about margin compression and organic growth definitions for 2026. While the company demonstrated strong expense management and maintained steady organic growth in its brokerage segment, analysts are questioning the sustainability of profitability given declining EBITDAC margins. The outlook for 2026 remains stable, with potential for risk management margin improvement and continued growth through M&A, though uncertainties about future margin trends and accounting adjustments persist.
Resona Asset Management Co. Ltd. Lowers Stock Position in Arthur J. Gallagher & Co. $AJG
Resona Asset Management Co. Ltd. reduced its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 8.6% in the fourth quarter, selling 8,628 shares and owning 91,323 shares worth $23.69 million. This adjustment comes as other institutional investors increased their positions, while company insiders made significant stock sales. Arthur J. Gallagher & Co. recently reported strong quarterly earnings and declared a quarterly dividend.
Arthur J. Gallagher & Co. stock (US3635761097): steady insurance broker lifts dividend after solid q
Arthur J. Gallagher & Co. (US3635761097) reported solid Q1 2026 results and raised its quarterly dividend, highlighting steady momentum in its insurance brokerage and risk management business. The company's asset-light model and diversified services, including risk management and employee benefits, provide stable revenue streams, making it an attractive option for income-oriented and stability-focused US investors. While the company benefits from industry trends like rising insurance costs and increased regulation, cyclical pricing, competitive pressure, and integration risks from acquisitions remain factors to monitor.
Arthur J. Gallagher & Co. stock underperforms Tuesday when compared to competitors
Shares of Arthur J. Gallagher & Co. (AJG) fell by 1.79% on Tuesday, closing at $203.45. This underperformance occurred during a broader market decline, with the S&P 500 Index and Dow Jones Industrial Average also experiencing losses. The stock's dip ended a three-day winning streak.
Arthur J. Gallagher & Co stock (US0427351004): Shares jump on fresh market move
Shares of Arthur J. Gallagher & Co (AJG) rose 3.6% on May 18, 2026, reaching $207.15, as investors considered the insurance broker's global fee-based model and upcoming earnings. The company, a major player in insurance brokerage and risk management, generates revenue from commissions and advisory services, tying its performance to business spending and insurance demand. Analysts anticipate strong year-over-year earnings growth for the next release, further influencing investor interest.
North Dakota State Investment Board Acquires New Position in Arthur J. Gallagher & Co. $AJG
The North Dakota State Investment Board recently acquired a new position in Arthur J. Gallagher & Co. (NYSE:AJG), purchasing 8,694 shares valued at approximately $2.25 million in the fourth quarter. Institutional investors collectively own 85.53% of the stock, with major firms like Vanguard and JPMorgan Chase increasing their stakes. Despite some insider selling and varied analyst ratings, Arthur J. Gallagher & Co. reported strong quarterly EPS of $4.47, exceeding consensus estimates, and announced a quarterly dividend of $0.70 per share.
Allworth Financial LP Sells 6,084 Shares of Arthur J. Gallagher & Co. $AJG
Allworth Financial LP has reduced its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 55%, selling 6,084 shares and now holding 4,979 shares valued at $1.29 million. Other institutional investors have also adjusted their positions in the financial services provider. Arthur J. Gallagher & Co. reported strong quarterly results with EPS of $4.47, beating estimates, and revenue up 29% year-over-year, alongside declaring a quarterly dividend of $0.70 per share.
Arthur J. Gallagher & Co. stock outperforms competitors on strong trading day
Shares of Arthur J. Gallagher & Co. (AJG) advanced 3.60% to $207.15 on Monday, outperforming several competitors. This marked the stock's third consecutive day of gains, despite a mixed trading session overall for the broader market. The Dow Jones Industrial Average saw a slight rise, while the S&P 500 Index experienced a minor decline.
BMO Capital upgrades Arthur J Gallagher (AJG)
BMO Capital has upgraded Arthur J Gallagher (AJG). This upgrade reflects a positive outlook from the investment firm regarding the company's financial prospects and market position.
Stephen Insurance hires former Arthur J. Gallagher pair
Stephens Insurance has appointed Stuart Wallace as president and Morgan Moore as senior vice president. Both previously worked at Arthur J. Gallagher & Company and will be part of Stephens Insurance's oil and gas client portfolio in Houston and other markets. Wallace will lead the new Houston office, while Moore will focus on energy-related primary casualty programs and client relations.
Northwestern Mutual Wealth Management Co. Buys 1,042,361 Shares of Arthur J. Gallagher & Co. $AJG
Northwestern Mutual Wealth Management Co. significantly increased its stake in Arthur J. Gallagher & Co. (NYSE:AJG) during the fourth quarter, purchasing over 1 million shares and raising its total holdings to 1,053,636 shares valued at approximately $272.7 million. Despite some insider selling by company VPs, institutional investors collectively own 85.53% of the company. Arthur J. Gallagher & Co. recently surpassed EPS expectations and announced a quarterly dividend of $0.70 per share, yielding an annualized 1.4%.
Arthur J. Gallagher & Co stock (US0427351004): earnings strength keeps insurance broker near record
Arthur J. Gallagher & Co reported strong first-quarter 2026 revenue and earnings, driven by robust demand in insurance brokerage and risk management. This performance has kept the stock trading near historic highs on the NYSE, attracting significant interest from US financial investors. The company's business model focuses on fee-based brokerage and risk management services, making it less exposed to underwriting risk than traditional insurers, and analysts have largely issued "Buy" ratings with meaningful upside potential.
List of 352 Acquisitions by Gallagher (May 2026)
This Tracxn report details Gallagher's acquisition history, highlighting 352 completed acquisitions as of May 2026. The report covers peak acquisition years, geographic distribution across 19 countries, and sector focus, with insurance distribution being dominant. It also lists recent acquisitions, such as Maysbrown in May 2026, and provides year-on-year acquisition data.
Director David S. Johnson receives 1,110-share award at Arthur J. Gallagher (NYSE: AJG)
Arthur J. Gallagher & Co. director David S. Johnson was awarded 1,110 shares of common stock as a restricted stock unit (RSU) award. The award, valued at $0.00 per share, is compensation-related and vests on the earlier of one year from the grant date or Johnson's departure from the Board. Following this transaction, Johnson's direct holdings in the company increased to 47,150.018 shares.
NewEdge Wealth LLC Has $1.03 Million Stock Holdings in Arthur J. Gallagher & Co. $AJG
NewEdge Wealth LLC significantly reduced its stake in Arthur J. Gallagher & Co. (AJG) by 69.2% in the fourth quarter, now holding 3,980 shares valued at $1.03 million. Despite this, analysts maintain a "Moderate Buy" rating with a consensus price target of $268, following positive earnings results of $4.47 per share and an increased quarterly dividend of $0.70. Other institutional investors like Jump Financial LLC and Qube Research & Technologies Ltd increased their positions in the company.
Arthur J. Gallagher & Co. stock outperforms competitors on strong trading day
Shares of Arthur J. Gallagher & Co. (AJG) rose 1.15% to $199.95 on Friday, marking its second consecutive day of gains. This performance occurred despite a broad market downturn, with the S&P 500 Index and Dow Jones Industrial Average both experiencing declines. The company's stock outperformed its competitors in an otherwise poor trading session.
Arthur J. Gallagher & Co. stock (US3635761097): insurance broker edges higher after solid first-quar
Arthur J. Gallagher & Co. reported strong first-quarter 2026 revenue and earnings, driven by demand for its insurance brokerage and risk management services, keeping its stock near record highs on the NYSE. The company's business model focuses on commissions and fees rather than underwriting risk, making its performance sensitive to insurance premium levels, market cycles, and client activity. Growth is fueled by organic expansion and strategic acquisitions, with ongoing efforts to integrate new businesses and manage operational costs.
Who's Moving Where In Wealth Management? – Raymond James, Rossby Financial
Raymond James has expanded its employee advisor channel by welcoming financial advisor Karlynn Schramm, who previously managed over $500 million in client assets. Rossby Financial, an RIA founded in 2023, has appointed Lindsay Evans as its new Chief Operating Officer, one of three new leaders recently joining the firm. These moves highlight continued personnel changes and growth within North American wealth management.
Arthur J. Gallagher & Co. stock outperforms competitors on strong trading day
Arthur J. Gallagher & Co. (AJG) saw its stock advance 2.96% to $197.68 on Thursday, outperforming the broader market. This rise snapped a four-day losing streak for the company, as both the S&P 500 Index and the Dow Jones Industrial Average also experienced gains.
New insurance for content creators: Markel bundles media, cyber risks
Markel (NYSE: MKL) has expanded its ProSolutions professional liability portfolio to address evolving creative, digital, and media risks. The updated offerings include a new combined policy that bundles professional liability, cyber, media liability, and general liability, as well as new Media Shield and Entertainment Shield options for content creators and entertainment businesses. This move by Markel aims to simplify coverage and reduce gaps for clients in an increasingly complex digital landscape where media liability extends beyond traditional companies.
Arthur J. Gallagher & Co stock (US0427351004): Hits new 52-week low amid market cap decline
Arthur J. Gallagher & Co (NYSE:AJG) stock recently hit a new 52-week low of $193.95, with its market capitalization declining by 38.93% over the past year to $49.33 billion. Despite this, the company reported strong Q1 2026 adjusted EPS of $4.47, a 22% year-over-year increase. The firm, a leader in insurance brokerage and risk management, maintains its core business model and global presence, offering stability within the insurance sector for US investors.
Arthur J. Gallagher & Co. stock underperforms Wednesday when compared to competitors
Arthur J. Gallagher & Co. (AJG) stock fell 2.74% to $192.00 on Wednesday, marking its fourth consecutive day of losses. This underperformance occurred during a mixed trading session where the S&P 500 Index rose 0.58% and the Dow Jones Industrial Average declined 0.14%.
Arthur J. Gallagher (AJG) shareholders elect board, ratify EY and approve Say-on-Pay
Arthur J. Gallagher & Co. (AJG) shareholders held their Annual Meeting on May 12, 2026, where they elected all nine director nominees to serve until the 2027 annual meeting. Stockholders also ratified Ernst & Young LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026, and approved the company's named executive officers' compensation on a non-binding advisory basis, commonly known as Say-on-Pay. The Say-on-Pay proposal received significant support with 200,825,370 votes for.
Arthur J Gallagher & Co stock hits 52-week low at 193.95 USD
Arthur J Gallagher & Co stock has dropped to a new 52-week low of $193.95, representing a 40.12% decline over the past year due to investor concerns and market pressures. Despite this downturn, the company recently reported strong adjusted EPS for Q1, exceeding expectations, and has made strategic moves including an acquisition and the launch of an AI-driven insurance framework. Analyst ratings from Mizuho and Goldman Sachs remain positive with raised price targets, though Morgan Stanley adjusted its target slightly lower.
Arthur J. Gallagher & Co. stock (US3635761097): up 1.97% on July 25
Arthur J. Gallagher & Co. (US3635761097) shares increased by 1.97% to $315.14 on July 25, 2025, on the NYSE, despite remaining in a short-term falling trend. The company operates as a global insurance brokerage and risk management firm, with brokerage commissions as its main revenue driver. Analyst consensus currently suggests a moderate buy rating with a target of $268.
Is Arthur J. Gallagher (AJG) Now Attractive After A 39% One-Year Share Price Slide?
Arthur J. Gallagher (AJG) stockholders have seen a significant 39.5% decline in share price over the past year. While an Excess Returns analysis suggests the stock is 40.3% undervalued, its current P/E ratio of 31.65x is significantly higher than the industry average, indicating it's overvalued by this metric. The article encourages investors to use "Narratives" on Simply Wall St to combine financial forecasts with their own views to determine a fair value.
Assurant stock (US04621X1081): Price target raised to $290 amid Moderate Buy consensus
Assurant Inc. (US04621X1081) saw its stock price target raised to $290 by analysts, contributing to a Moderate Buy consensus rating. Trading at $239.31 on May 8, 2026, the stock has an average target of $258.50, suggesting an 8% upside. The company, a global provider of risk management products in housing and lifestyle markets, demonstrates strong fundamentals and consistent earnings beats.
Arthur J. Gallagher & Co. stock (US3635761097): Insurance brokerage leader navigates market shifts
Arthur J. Gallagher & Co. is a leading insurance brokerage and risk management firm that continues to expand through acquisitions and steady revenue growth. The company reported solid financial performance in Q1 2025, with revenue up 8.2% year-over-year to $2.8 billion, driven by brokerage fees and risk management services. It maintains a strong market position through organic growth, strategic M&A, and diversified revenue streams, making it an attractive prospect for US investors in the consolidating brokerage sector.
Brown & Brown Inc. stock (US1156371007): Ex-dividend date arrives May 11
Brown & Brown Inc. will go ex-dividend on May 11, 2026, with a quarterly payout of $0.165 per share. The company, a leading insurance brokerage firm, operates across the US, UK, and Canada, generating revenue from commissions and fees. Despite a recent price dip, Brown & Brown maintains a solid profile due to its growth through acquisitions and strong margins within the consolidating insurance sector.
Brown & Brown (BRO) Valuation Check As Shares Trade Below Narrative Fair Value Estimate
Brown & Brown (BRO) shares are trading about 25% lower year-to-date at US$58.05, placing them below Simply Wall St's "narrative fair value" estimate of US$73.80. While the company demonstrates strong cash flow and diversified operations, its current P/E ratio of 17.3x is higher than the US Insurance industry average, suggesting potential valuation risk despite the perceived undervaluation based on future growth forecasts. Investors are encouraged to conduct further analysis beyond single numbers and consider key rewards and warning signs.
Arthur J. Gallagher & Co. stock (US3635761097): Insurance broker reports solid Q1 results and raises
Arthur J. Gallagher & Co. reported better-than-expected first-quarter 2026 earnings and raised its full-year guidance, driven by organic growth, favorable market conditions, and acquisitions. The insurance broker operates a global fee-based model across commercial property/casualty, employee benefits, and personal/wholesale lines. The company's performance is influenced by economic cycles, interest rates, competition, and regulatory changes within the insurance sector.
BRO - Brown & Brown Inc Stock Price and Quote
This article provides detailed financial information for Brown & Brown Inc (BRO), including its stock price, key financial metrics, analyst ratings, and recent news. The stock closed at $56.45 on May 08, with a 2.76% decrease. The company's recent Q1 2026 earnings showed strong revenue growth and announced a quarterly dividend.
Arthur J. Gallagher & Co. stock outperforms competitors despite losses on the day
Shares of Arthur J. Gallagher & Co. (AJG) declined by 1.52% to $198.87 on Friday, despite a generally favorable trading session for the broader stock market, with the S&P 500 and Dow Jones Industrial Average both seeing gains. The company's stock closed 43.38% below its 52-week high of $351.23, reached on June 3rd.
Managing and pricing data centre risk remains a key challenge: Holmes, Moody’s
Brandan Holmes, Senior Credit Officer at Moody’s, highlights that managing and pricing data centre risks is a significant challenge for the insurance and reinsurance industry due to limited historical data, complex modelling requirements, and unique engineering elements. Despite these difficulties, data centres represent a substantial opportunity, with an estimated $3 trillion in investment over the next five years and cumulative insurance premiums potentially reaching $130 billion. Holmes emphasizes the industry's ability to adapt to new risks and anticipates alternative reinsurance capital will play a crucial role in providing necessary capacity.
ASR Vermogensbeheer N.V. Acquires 21,448 Shares of Arthur J. Gallagher & Co. $AJG
ASR Vermogensbeheer N.V. increased its stake in Arthur J. Gallagher & Co. by 17.4%, acquiring an additional 21,448 shares to reach a total of 145,001 shares, valued at approximately $37.5 million. This move comes as other institutional investors have also adjusted their positions in the financial services provider. Arthur J. Gallagher & Co. recently reported strong quarterly earnings, beating EPS estimates, and announced a quarterly dividend, maintaining a "Moderate Buy" consensus rating from analysts.
US Physical Therapy Stock Has Fallen 25%, Time to Enter?
US Physical Therapy (USPH) stock has recently experienced a 24.7% dip in less than a month. Historically, the stock has shown a median return of 4% in the 12-month period following such sharp dips, with a median peak return of 35%. The article suggests that USPH passes basic quality checks in terms of revenue growth, profitability, cash flow, and balance sheet strength, making the dip potentially a buying opportunity.
Voya Financial Q1 Earnings Beat Estimates, Revenues & Premiums Rise Y/Y
Voya Financial (VOYA) reported strong first-quarter 2026 results, with adjusted operating earnings of $2.26 per share, surpassing analyst estimates by 11.8% and increasing 13% year-over-year. This growth was fueled by strong performance in its Employee Benefits and Investment Management segments, along with improved investment income. The company also saw increased revenues and premiums, and detailed its capital deployment strategies, including share repurchases and dividends.
Is It Time To Reassess Chubb (CB) After Recent Share Price Pullback
Chubb's stock has seen a recent pullback but shows strong long-term returns. An Excess Returns analysis suggests the stock is significantly undervalued, while a P/E ratio comparison indicates it's fairly valued relative to the broader industry. The article also presents bullish and bearish narratives for Chubb, offering different perspectives on its future valuation.
