Arthur J. Gallagher (AJG) came out with quarterly earnings of $2.13 per share, beating the Zacks Consensus Estimate of $2.02 per share. This compares to earnings of $1.85 per share a year ago.
Better performances in both segments are likely to aid AJG's fourth-quarter results.
Arthur J. Gallagher (AJG) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Insurers can become a guiding force for recovery, which is important because a rising tide will often lift all boats in an industry.
Keefe Bruyette analyst Meyer Shields upgraded Arthur J. Gallagher to Market Perform from Underperform with a price target of $286, down from $292. Trading at at 21.0 times Keefe's updated 2026 earnings estimates versus Arthur's peers at 20.8 times median multiple, the shares appear reasonably valued, the analyst tells investors in a research note. The firm mostly raised Q4 catastrophe loads for property and casualty insures citing "persistent Helene loss creep."
Arthur J. Gallagher & Co. AJG remains well-poised to gain from the solid performance of its Brokerage and Risk Management segments, diversified operations and effective capital deployment. With a market capitalization of $71.31 billion, the average volume of shares traded in the last three months was 1.7 million.
While shares of Arthur J. Gallagher & Co. AJG have declined following the purchase of AssuredPartners, this acquisition is likely to be accretive to earnings from 2025, according to Piper Sandler.
Brown and Brown, Marsh & McLennan, Arthur J. Gallagher & Co and Willis Towers Watson have been highlighted in this Industry Outlook article.
Higher demand for insurance products, strategic acquisitions and the adoption of technology should drive the performance of Zacks Insurance Brokerage industry players like BRO, MMC, AJG and WTW.
The acquisitions of Schuetz, DMc Insurance, AssuredPartners and others are set to boost AJG's growth, retail brokerage operations and expand the geographical footprint.
Arthur J. Gallagher said on Monday it has agreed to acquire insurance broker AssuredPartners in a $13.45 billion deal.
Arthur J. Gallagher gains on the back of solid performance of its Brokerage and Risk Management segments, strategic buyouts and effective capital deployment.