Marsh sues Aon over hiring of construction exec
Marsh USA LLC has filed a lawsuit against Aon Risk Services Cos. Inc., alleging Aon poached construction executive Robert McDonough. Marsh claims McDonough convinced 19 team members to resign and encouraged existing Marsh clients to switch to Aon, violating his non-solicitation and non-disclosure agreements. Marsh is seeking injunctive relief and damages against Aon.
EEOC Sues Coca-Cola Distributor It Says Excluded Male Employees From Event
The Equal Employment Opportunity Commission (EEOC) has filed a lawsuit against Coca-Cola Beverages Northeast, Inc., alleging that the company violated federal law by excluding male employees from an employer-sponsored event in September 2024. The lawsuit claims that only female employees were invited to the event at Mohegan Sun Casino and Resort, where they received paid time off, hotel accommodations, and other benefits, which the EEOC argues constitutes sex discrimination under Title VII of the Civil Rights Act of 1964. Coca-Cola Northeast, through its attorney, maintains that the event complied with EEOC regulations and expresses disappointment with the lawsuit, stating confidence in its defense.
Aon plc General Counsel Darren Zeidel Sells 5,040 Shares
Darren Zeidel, General Counsel of Aon plc, sold 5,040 shares of Class A Ordinary Stock for a total of $1,641,981 on February 17, 2026. This transaction was executed under a Rule 10b5-1 trading plan established in November 2025. Following the sale, Zeidel directly holds 20,254 shares in the company.
Sompo receives regulatory approval to acquire Aspen Insurance
Sompo Holdings has received antitrust and insurance regulatory approvals to acquire 100% of Aspen Insurance. The acquisition is expected to close within days, subject to customary closing conditions. This strategic move will integrate Aspen's established insurance and reinsurance franchise, including its Lloyd's syndicate, into Sompo's operations, enhancing its global property and casualty platform.
MUFG EMEA names Oehm as MD, Head of Insurance Coverage, Financial Institutions
MUFG EMEA has appointed Caroline Oehm as Managing Director, Head of Insurance Coverage, Financial Institutions in EMEA. This strategic hire aims to expand the firm’s global coverage of the non-banking financial sector, particularly focusing on insurance and pension clients. Oehm brings over 18 years of experience from DBS Bank, Lloyds Bank, and Aon, and will play a crucial role in accelerating MUFG's EMEA FIG growth.
TD Cowen: AI jitters overshadow otherwise solid Q4 P&C earnings
The US property and casualty (P&C) sector experienced solid Q4 earnings in 2025, but market sentiment was negatively impacted by concerns over AI-driven broker disintermediation, leading to significant stock drops for major brokers. Despite strong industry fundamentals, including over $1 trillion in direct premiums written for the first time in 2024 and improved combined ratios, consumer unease about AI use in insurance persists. The outlook for Q1 2026 is balanced between supportive pricing and the ongoing narrative risk posed by AI's potential to automate insurance distribution.
Marsh And McLennan Refines Leadership And AI Tools For Risk Growth
Marsh & McLennan Companies (NYSE:MRSH) has announced leadership changes in Canada and the UK and adopted ZestyAI risk analytics for its private client services. Michael Lewis is appointed President of Marsh Risk Canada, and Lisa Quest will serve as Marsh UK CEO while retaining her Oliver Wyman role. These strategic moves aim to enhance commercial strategy, improve client risk insights, and leverage AI for better catastrophe exposure assessment for high-net-worth clients, amidst a mixed stock performance history for MRSH.
Trupanion returns to profit in 2025
Trupanion, Inc. has announced a return to profitability in 2025, reporting a net income of $19.4 million, a significant improvement from a net loss of $9.6 million in the previous year. The company saw a 12% increase in total revenue, reaching $1.44 billion, with subscription revenue growing by 16%. CEO Margi Tooth highlighted that Trupanion achieved its 15% annual margin target and is poised for strategic advancement despite a slight decrease in total enrolled pets.
Employees again rate CorVel a Great Place To Work, citing tech and AI focus
CorVel (NASDAQ: CRVL) has received its sixth consecutive Great Place To Work Certification, based entirely on positive employee feedback. Employees highlighted the company's focus on innovation, inclusive culture, and significant investments in technology, automation, and AI. This recognition reinforces CorVel's commitment to creating a supportive and forward-looking workplace, encouraging interested candidates to explore career opportunities.
Brown & Brown taps American Adventure’s 1,500-dealer insurance network
Brown & Brown Dealer Services (BBDS) has acquired the assets of American Adventure Insurance, a move that adds a network of over 1,500 dealerships and enhances BBDS's national insurance capabilities. American Adventure's team, led by Paul Bender, will join BBDS and continue to operate nationwide, offering specialized insurance solutions for various vehicles and F&I products. This acquisition aligns with Brown & Brown's ongoing strategy of expanding its offerings through bolt-on deals.
ChartWatch ASX Scans: Treasury Wine Estates, Telix Pharmaceuticals, Audinate, Accent Group, G50 Corp, Webjet
This article provides daily ASX stock scans based on trend following technical analysis, identifying both strong uptrends and downtrends. Apollo Minerals, BPM Minerals, G50 Corp, Magnetic Resources, Midas Minerals, and Venus Metals are highlighted for uptrends, while Alpha HPA, Audinate, Alliance Aviation, Accent Group, Brainchip, Beetaloo Energy, Myer, Telix Pharmaceuticals, Treasury Wine Estates, and Webjet are noted for downtrends. The author, Carl Capolingua, emphasizes that these lists are for educational purposes and not recommendations, encouraging readers to perform their own research.
Should Brown & Brown’s (BRO) New US$250 Million Buyback Shape How Investors View Its Capital Strategy?
Brown & Brown (BRO) recently announced a new US$250 million accelerated share repurchase, building on a previous US$622.96 million buyback. This move, part of a larger US$1.5 billion authorization, reinforces the company's commitment to returning capital to shareholders. While buybacks indicate financial health, the article emphasizes that investors should also consider the company's execution on acquisitions and the market's evolving insurance pricing and claims trends as key factors influencing its investment narrative.
Is Aon (AON) Reframing Its Risk Capital Engine With Peiser’s New Mandate?
Aon plc recently appointed Joe Peiser as CEO of Risk Capital, a move that aims to more tightly integrate the firm's analytics, market access, and advisory expertise. This appointment is seen as an organizational refinement rather than a major shift, with the NFP integration and commercial risk pricing remaining key factors. The article also touches on Aon's financial forecasts, including projected revenue and earnings, and mentions varying fair value estimates from the Simply Wall St community.
Enstar to acquire AF Group from Blue Cross
Enstar, a global insurance and reinsurance group, has agreed to acquire Accident Fund Holdings, Inc. (AF Group) from Blue Cross Blue Shield of Michigan. The transaction, expected to close in the second half of 2026, will see AF Group operate as a standalone subsidiary, leveraging Enstar's financial strength and complementary P&C capabilities. This move expands Enstar's global re/insurance offerings and allows Blue Cross Blue Shield of Michigan to strengthen its focus on healthcare affordability.
Ryan Specialty Reshapes Canada Operations As Cash Returns Take Center Stage
Ryan Specialty Holdings has restructured its Canadian operations, consolidating several managing general underwriters under a new entity, Ryan Specialty Canada Limited, with Stephen Stewart appointed CEO. Concurrently, the company announced a $300 million share repurchase program and increased its quarterly dividend to US$0.13 per share. These moves signal a strategic shift towards capital returns to shareholders, driven by confidence in cash generation despite a recent dip in net income.
Fund Update: 4,387,773 AON PLC (AON) shares added to DODGE & COX portfolio
DODGE & COX has significantly increased its stake in AON PLC by adding 4,387,773 shares, bringing their total estimated investment to over $1.5 billion, according to a recent SEC 13F filing for Q4 2025. This move comes amidst mixed institutional activity, with some firms increasing holdings and others decreasing, and follows recent insider trading activity showing both purchases and sales. Analysts generally maintain positive ratings for AON, with a median price target of $412.0.
Brown & Brown (BRO) Announces Accelerated Share Repurchase, Flags Evolving Market Trends
Brown & Brown (BRO) initiated a $250 million accelerated share repurchase program, part of a larger $1.5 billion authorization. Concurrently, the company released its 2026 Market Trends report, which indicates a shift towards more favorable conditions for prepared buyers in some insurance sectors, while certain industries and coverage lines will continue to experience firm pricing. The report combines insights from Brown & Brown and Risk Strategies, offering a comprehensive view of evolving market dynamics across commercial, employee benefits, and personal lines.
Assessing Brown & Brown (BRO) Valuation After Recent Share Price Weakness
Brown & Brown (BRO) has experienced recent share price weakness, with a 12% decline over the past month, but its most followed valuation narrative suggests it is 17.6% undervalued, with a fair value of $84.36 against a current price of $69.53. Analysts' consensus price target is even higher at $109.917, despite some disagreement among them. The article suggests that while the company generates substantial revenue and net income, future performance hinges on factors like compound growth, steady margins, and the absence of challenges from softer CAT property pricing or Florida insurance reforms.
Aon Appoints Joe Peiser as CEO of Risk Capital
Aon plc has appointed Joe Peiser as CEO of Risk Capital, where he will oversee the firm's Risk Capital capabilities across Commercial Risk and Reinsurance Solutions. This appointment is part of Aon's strategy to help clients manage volatility by connecting risk with efficient capital forms and reflects Peiser's extensive industry experience. He will work to accelerate the delivery of impactful solutions by leveraging Aon's market access, analytics, and advisory expertise.
The Hartford’s Future Of Benefits Study: Employers Seeking Simplicity And Ease In The Face Of Increasingly Complex Landscape
The Hartford's 2026 Future of Benefits Study reveals that employers are seeking simpler, integrated solutions for employee benefits due to increased responsibilities and the complexity of managing multiple vendors. Technology plays a crucial role, with a strong demand for digital tools for transactional tasks and human interaction for sensitive issues. The study also highlights the ongoing challenge of educating employees about benefits and the evolving role of HR professionals in this landscape.
Brown & Brown taps $1.5B buyback plan with $250M deal
Brown & Brown, Inc. announced an accelerated share repurchase (ASR) program with Bank of America for $250 million of its common stock. This ASR is part of a larger $1.5 billion board-approved buyback authorization from October 2025. The company's stock activity and recent financial performance are provided as context, including strong 2025 revenues.
Sun Life posts 200-basis-point victory over closest competitor
Sun Life Financial reported strong fourth-quarter and full-year results for 2025, significantly outperforming its rival Manulife in key profitability metrics. The company achieved an underlying return on equity of 19.1% for Q4 and 18.2% for the full year, surpassing Manulife by 200 and 170 basis points, respectively. This performance was driven by disciplined execution and growth across all operating segments.
Hilton nets $298 million in Q4
Hilton Worldwide Holdings reported a net income of $298 million for the fourth quarter and $1.461 billion for the full year, adding 26,000 rooms in Q4 and 97,000 for the full year. The company forecasts net income for 2026 to be between $1.982 billion and $2.011 billion, driven by improved demand patterns and a strong development pipeline. Hilton's CEO, Christopher Nassetta, expressed optimism about future growth, projecting net unit growth of 6 to 7 percent for 2026 and beyond.
The Technical Signals Behind (AON) That Institutions Follow
This article analyzes technical signals for Aon Plc Class A (NYSE: AON), indicating weak near-term sentiment and elevated downside risk. It presents three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles. The analysis includes multi-timeframe signal strength, support, and resistance levels for institutional followers.
The Architect of Risk: WTW’s Strategic Transformation and the New Era of Brokerage
Willis Towers Watson (WTW) has undergone a significant transformation since its failed merger with Aon in 2021, emerging as a leaner, technologically advanced competitor in global risk management. The company has focused on a "Grow, Simplify, Transform" strategy, recently acquiring tech-native broker Newfront and emphasizing AI-driven advisory and specialty risk. This strategic pivot, alongside strong financial performance and expansion of operating margins, has led to sustained stock outperformance and a closing valuation gap with its peers.
JBTMarel Corp stock hits 52-week high at 169.97 USD
JBTMarel Corp's stock has reached a new 52-week high of $169.97 USD, representing a 31.77% appreciation over the past year. Despite not being profitable in the last twelve months, analysts expect the company to return to profitability this year with a forecasted EPS of $6.32 USD. The company also announced a quarterly cash dividend of $0.10 per share and received an upgrade from Jefferies from Hold to Buy, with a price target increase from $150.00 to $180.00, driven by expected earnings growth and recovery in food processing demand.
Lake Street Raises Price Target on AVITA Medical, Inc. (RCEL) to $3.50, Maintains Hold Rating
Lake Street has increased its price target on AVITA Medical, Inc. (RCEL) to $3.50 from $3 while keeping a Hold rating, attributing the change to the company's recent debt refinancing which eased liquidity concerns. The firm is awaiting Q4 results and clearer reimbursement trend commentary before taking a more positive stance. AVITA Medical projects FY26 revenue of $80 million to $85 million, emphasizing a transition to execution-led growth following efforts to stabilize revenue and improve financial flexibility.
2 Reasons to Watch RLI and 1 to Stay Cautious
RLI's stock has fallen by 7.3% recently, prompting investors to consider its future. The company shows strong positives with a 13.3% annualized growth in net premiums earned and an exceptional 27.9% average Return on Equity over the last five years. However, a cautious note is struck by analysts' projected revenue growth of only 2.1% for the next 12 months, a significant deceleration from its past two years' 12% annualized growth.
How Higher 2025 Revenue And Legal Leadership Change At Brown & Brown (BRO) Has Changed Its Investment Story
Brown & Brown (BRO) recently reported strong 2025 revenue of US$5.90 billion but saw softer earnings per share and compressed margins. Concurrently, the company experienced a leadership change with the passing of Chief Legal Officer Robert Mathis and the appointment of Eileen Akerson as interim CLO. This combination of financial performance and leadership transition shapes Brown & Brown's investment narrative, emphasizing solid top-line growth amidst per-share performance pressure and governance considerations.
First Industrial Realty Trust stock hits 52-week high at $60.39
First Industrial Realty Trust (FR) stock has reached a new 52-week high of $60.39, reflecting strong performance with a 12.07% increase over the past year and a 26.11% gain in six months. The company, a real estate investment trust specializing in industrial properties, maintains a "GREAT" financial health rating and a solid dividend yield of 2.98%, with 13 consecutive years of dividend payments. This milestone follows robust fourth-quarter 2025 earnings, where EPS and revenue exceeded analyst expectations.
Fewer big storms let U.S. insurers post $35B underwriting gain
Verisk and APCIA reported a strong performance for the U.S. property/casualty insurance industry through Q3 2025, with an estimated underwriting gain of $35.3 billion. This improvement was largely attributed to continued premium growth and reduced losses from extreme weather events, leading to a combined ratio improvement to 94 percent, the first time it has been below 95 in a decade. However, realized capital gains saw a significant decline from the previous year.
How Investors May Respond To Aon (AON) Q4 Earnings Beat And Expanded Cyber, Data Center Push
Aon reported strong Q4 2025 results with sales of US$4.3 billion and net income of US$1.69 billion, pushing EPS significantly higher. The company provided an upbeat 2026 outlook and continues to expand its cyber and data center offerings, reinforcing its Aon United model. While the earnings were positive and expanded capabilities are noted, investors should also consider the stock's recent performance, relatively high debt, and premium valuation, with some analysts noting the stock could still be undervalued by 38%.
Shamblin joins Pinnacle Financial Partners as managing director
David Shamblin has been appointed as managing director, senior vice president, captive and reinsurance team lead, and collateral solutions lead at Pinnacle Financial Partners. In this new role, effective January 2026, Shamblin will lead the bank's specialized captive and reinsurance team, providing services for risk-bearing entities and overseeing collateral solutions. He previously held significant positions at Pinnacle Financial Partners, BB&T Wealth, SunTrust, and Capital Financial Group.
Verisk Estimates Insured Losses for Winter Storm Fern Could Reach USD 4 Billion
Verisk estimates that insured industry losses from Winter Storm Fern, which impacted the Midwest, Northeast, South, Tennessee Valley, and Mid-Atlantic from January 23-26, could reach USD 4 billion. Freeze impacts, including widespread power outages and burst pipes, are expected to be the primary drivers of these losses, with supplemental losses from wind and snow. If these estimates hold, Fern would be the third costliest U.S. winter storm on record, highlighting the severity of the event and the enhanced modeling capabilities of Verisk's updated U.S. Winter Storm Model.
Lincoln National (LNC) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release
Lincoln National (LNC) is projected to surpass its Q4 2025 earnings estimates, with expected earnings of $1.86 per share, despite a year-over-year decline. Revenues are anticipated to rise by 4.8% to $4.85 billion. The company's positive Earnings ESP of +1.70% combined with a Zacks Rank #3 suggests a high probability of beating the consensus EPS estimate.
Aon Agrees to $15 Million Settlement With Pennsylvania Teachers
Aon's subsidiary, Aon Investments USA, has agreed to a $15 million settlement in a class-action lawsuit. The lawsuit alleged that calculation errors and faulty investment advice led Pennsylvania public school teachers to contribute millions of dollars in excess to their pension fund. This marks the third settlement between teachers and advisors to the Pennsylvania Public School Employees’ Retirement System.
Globe Life earnings on deck: Reinsurance strategy in focus
Globe Life Inc. is preparing to announce its fourth-quarter results, with investors keen to assess the impact of its new Bermuda reinsurance strategy on cash flow and operating performance. Analysts project earnings of $3.44 per share on $1.53 billion in revenue, with a generally bullish outlook from Wall Street. Key areas of focus for investors include the implementation of the Bermuda reinsurance structure, actuarial assumptions, and sales momentum.
Analysts Have Conflicting Sentiments on These Financial Companies: Citizens Financial (CFG), Univest Of Pennsylvania (UVSP) and Aon (AON)
This article summarizes analyst ratings for Citizens Financial (CFG), Univest Of Pennsylvania (UVSP), and Aon (AON). Citizens Financial received a Hold rating from Robert W. Baird and Truist Financial, with a Strong Buy consensus. Univest Of Pennsylvania was rated Hold by KBW and Piper Sandler, aligning with a general Hold consensus. Aon received a Buy rating from KBW and an upgrade from TipRanks – Google, contributing to a Moderate Buy consensus.
Analysts Have Conflicting Sentiments on These Financial Companies: Citizens Financial (CFG), Univest Of Pennsylvania (UVSP) and Aon (AON)
This article examines analyst sentiments for three financial companies: Citizens Financial (CFG), Univest Of Pennsylvania (UVSP), and Aon (AON). Citizens Financial has a "Strong Buy" consensus with a $71.44 price target, while Univest Of Pennsylvania holds a "Hold" consensus at a $35.50 price target. Aon received a "Moderate Buy" consensus with an average price target of $395.27.
Analysts Offer Insights on Financial Companies: Aon (AON) and American Express (AXP)
This article summarizes analyst ratings for Aon (AON) and American Express (AXP). Evercore ISI maintained a Buy rating on Aon with a $436 price target, while TipRanks – Google also upgraded it to Buy. For American Express, Evercore ISI maintained a Hold rating with a $400 price target, and Morgan Stanley also maintained a Hold rating.
Arthur J. Gallagher's (NYSE:AJG) Upcoming Dividend Will Be Larger Than Last Year's
Arthur J. Gallagher & Co. (NYSE:AJG) has announced an increased dividend of $0.70, payable on March 20th, which is larger than the previous year's comparable payment. Despite a modest dividend yield of 1.1%, the company's earnings comfortably cover the dividend, with a projected payout ratio of 21% for the coming year. Arthur J. Gallagher has a strong track record of dividend growth, increasing distributions at an annual rate of about 6.6% since 2016, supported by a 6.3% earnings per share growth over the last five years.
Analysts Offer Insights on Financial Companies: Aon (AON) and American Express (AXP)
Analysts from Evercore ISI have provided insights on Aon (AON) and American Express (AXP). David Motemaden maintained a Buy rating on Aon with a $436.00 price target, while John Pancari maintained a Hold rating on American Express with a $400.00 price target. The consensus for Aon is a Moderate Buy with an 11.9% upside, and for American Express, it's a Moderate Buy with an 8.0% upside.
CNO Financial Group (CNO) Q4 Earnings: What To Expect
CNO Financial Group (CNO) is set to report its Q4 earnings this Thursday, with analysts expecting flat year-on-year revenue at $998.4 million and adjusted earnings of $1.21 per share. The company met revenue expectations last quarter but missed book value per share estimates, and has missed Wall Street's revenue estimates five times in the last two years. The insurance sector, including CNO, has generally underperformed recently due to economic uncertainties.
Will These 4 Insurance Stocks Insure a Q4 Earnings Beat?
The article discusses the upcoming Q4 2025 earnings reports for four insurance companies: Aflac, MetLife, Allstate, and Everest Group. It outlines broader industry trends such as disciplined underwriting, stable renewal trends, and continued digital investments contributing to performance, while noting the potential impact of interest rate cuts on investment income. Detailed expectations for each company's financial performance are provided, indicating potential earnings beats for Allstate and Everest Group based on a proprietary model.
Will These 4 Insurance Stocks Insure a Q4 Earnings Beat?
The article discusses the upcoming Q4 2025 earnings reports for four insurance companies: Aflac (AFL), MetLife (MET), The Allstate Corporation (ALL), and Everest Group (EG). It examines industry trends, such as disciplined underwriting, stable renewal trends, and relatively benign catastrophe losses, that are likely to influence their performance. Based on Zacks' proprietary model, The Allstate Corporation and Everest Group are predicted to beat earnings estimates, while Aflac and MetLife are less likely to do so.
Chubb posts record earnings
Chubb Ltd reported record net income for the fourth quarter and full year of 2025, driven by strong underwriting results and increased investment income. The Zurich-based insurer, with significant Bermuda operations, saw its full-year net income reach $10.31 billion and earnings per share climb 28 percent. Chairman and CEO Evan Greenberg credited broad-based contributions across the business and robust capital generation, anticipating continued strong growth in 2026.
After 20 years, Viatris legal chief departs as deal veteran steps in
Viatris (Nasdaq: VTRS) has appointed Matthew J. Maletta as its new Chief Legal Officer, effective February 9, 2026. He replaces Brian Roman, who will remain as an advisor until April 1, 2026, after more than 20 years of service to Viatris and its predecessor, Mylan. Maletta brings nearly 30 years of legal experience in the pharmaceutical industry, including significant transaction work such as the $70 billion sale of Allergan to Actavis.
Principal Financial Group Inc. Sells 4,701 Shares of Aon plc $AON
Principal Financial Group Inc. reduced its stake in Aon plc (NYSE:AON) by 1.8% in the third quarter, selling 4,701 shares and now owning 256,631 shares valued at $91.51 million. Other institutional investors also adjusted their holdings in AON, which currently has a "Moderate Buy" rating from analysts with an average price target of $408.44. Aon plc recently reported strong earnings, beating consensus estimates, and declared a quarterly dividend of $0.745 per share.
Earnings call transcript: Brown & Brown Q4 2025 sees stock dip despite EPS beat
Brown & Brown (BRO) reported a mixed Q4 2025 financial performance with adjusted EPS of $0.93 exceeding expectations, but revenue falling short at $1.6 billion. The stock subsequently dipped 6.39% in after-hours trading, reflecting investor concerns despite strong full-year revenue growth of 23% and significant acquisition activity. Executives discussed market conditions, integration of its largest acquisition (Accession), and challenges like competitor-induced employee departures, while affirming a strong balance sheet and optimistic outlook for stable economic growth in 2026.
Analysts Conflicted on These Financial Names: SoFi (SOFI), Cullen/Frost Bankers (CFR) and Aon (AON)
The article highlights differing analyst opinions on several financial sector companies, specifically SoFi (SOFI), Cullen/Frost Bankers (CFR), and Aon (AON). It notes that Morgan Stanley maintained a Buy rating on Aon with a price target of $400.00, citing a consensus estimate of a 14.0% upside. The piece emphasizes the varied perspectives from experts on these stocks.
