智通财经APP注意到，由于私营在线保险购物平台 Insurify 推出了一款人工智能工具，引发了市场对该行业面临颠覆的担忧，美国保险经纪公司股票周一遭 到沉重打击。 标准普尔 500 指数保险分类指数收盘下跌 3.9%，创下去年 10 月以来的最大跌幅。保险经纪公司Willis Towers Watson PLC(WTW.US)表现最差，收盘跌幅达 12%，遭遇了自 2008 年 11 月以来最惨烈的交易日。紧随其后的是 Arthur J Gallagher & Co.(AJG.US)下跌 9.9%，以及怡安集团(AON.US)下跌 9.3%。 行业研究的保险分析师 Matthew Palazola 表示"保险经纪股正面临重创，" 他指出，"市场可能对 Insurify 的新工具以及 Anthropic 的新 AI 工具有所顾虑。" 美国保险经纪股被抛售 他补充道，这些应用"虽然可能对保险经纪公司的一些咨询业务构成威胁，但我们认为它们更多是'效能倍增器'，而非生存威胁。" Insurify 的应用程序利用 ChatGPT，结合车辆细节、客户信用历史、驾驶记录及其他输入信息来对比汽车保险费率。该公司表示，该应用 ...

Arthur J. Gallagher & Co. (NYSE:AJG) is included among 13 Best Long Term Low Risk Stocks to Buy Now. Citigroup Raises Arthur J. Gallagher & Co. (AJG) Target as UBS Maintains Neutral View On February 2, Citigroup raised its price objective on Arthur J. Gallagher & Co. (NYSE:AJG) to $280 from $277. The firm maintained a Neutral rating on the stock. That same day, UBS trimmed its price target slightly to $283 from $285 and also kept a Neutral view on the shares. In a research note, UBS said insurance broke ...

Arthur J. Gallagher Acquires Germany’s Reck & Co.Arthur J. Gallagher & Co., the Rolling Meadows, Illinois-based insurance brokerage, announced its claims and risk management solutions subsidiary, Gallagher Bassett, has acquired Bremen, Germany-based Reck & Co GmbH. Terms of the transaction, which was announced on Feb. 2, were not disclosed.Reck & Co. is a specialist provider of global transport and marine claims services including surveying, claim handling, recovery and loss prevention. The Reck & Co. team, ...

Andrew Krasner, Chief Financial Officer (CFO) and Co-head of Corporate Development at global insurance broker WTW, revealed today that the firm is happy with Willis Re’s participation at the recent January 2026 renewals.After completing the sale of the treaty reinsurance operations of Willis Re to Arthur J. Gallagher & Co. in late 2021, WTW confirmed in late 2024 that it intended to re-enter the market via a joint venture with private investment firm, Bain Capital.Since then, Willis Re has made numerous hir ...

Core Viewpoint - Arthur J. Gallagher & Co. has acquired 3D Advisors Inc., a brokerage general agency based in Shelby Township, Michigan, enhancing its life insurance and annuity brokerage offerings [1][3]. Group 1: Acquisition Details - The terms of the acquisition of 3D Advisors Inc. were not disclosed [1]. - 3D Advisors specializes in providing life insurance, annuity, and long-term care solutions for financial advisors [2]. Group 2: Management and Operations - The team from 3D Advisors, including Jim DiDonato, Matt Dib, and Chuck Dib, will continue to operate from their current location under the leadership of Luke Kaplan, who is the Managing Director for Gallagher's U.S. Financial and Retirement Services [2]. - J. Patrick Gallagher, Jr., Chairman and CEO of Arthur J. Gallagher & Co., expressed satisfaction in welcoming the 3D Advisors team to Gallagher [3]. Group 3: Company Overview - Arthur J. Gallagher & Co. is a global insurance brokerage, risk management, and consulting services firm headquartered in Rolling Meadows, Illinois, operating in approximately 130 countries [3].

Arthur J. Gallagher & Co. (NYSE:AJG) is included among the 7 Best Low-Risk Dividend Stocks to Invest in. Truist Trims Price Target on Arthur J. Gallagher & Co. (AJG) Photo by Vitaly Taranov on Unsplash Arthur J. Gallagher & Co. (NYSE:AJG) is a global insurance brokerage and consulting firm, operating across brokerage services, risk management, and corporate solutions. On January 30, Truist trimmed its price target on Arthur J. Gallagher & Co. (NYSE:AJG) to $271 from $280. The firm also kept a Hold rati ...

ROLLING MEADOWS, Ill., Feb. 2, 2026 /PRNewswire/ -- Arthur J. Gallagher & Co. today announced that its claims and risk management solutions subsidiary, Gallagher Bassett, has acquired Bremen, Germany-based Reck & Co GmbH ("Reck & Co."). Terms of the transaction were not disclosed. Reck & Co. is a specialist provider of global transport and marine claims services including surveying, claim handling, recovery and loss prevention. The Reck & Co. team, led by Franz Kasten and Marc Friedrich, will remain in the ...

Core Insights - Arthur J. Gallagher & Co. (AJG) reported fourth-quarter 2025 adjusted net earnings of $2.38 per share, exceeding the Zacks Consensus Estimate by 1.2% and reflecting an 11.7% year-over-year increase [1][8] - The company's performance was bolstered by margin expansion in the Risk Management segment, increased commissions, fees, supplemental revenues, and improved EBITDAC [1][8] Operational Update - Total revenues reached $3.6 billion, surpassing the Zacks Consensus Estimate by 0.3% and showing a 33.8% year-over-year growth, driven by higher commissions, fees, supplemental revenues, and contingent revenues [2][8] - Total expenses rose 44.7% year over year to $3.4 billion, attributed to increased compensation, operating costs, reimbursements, interest, depreciation, and amortization [2] Earnings Metrics - Earnings before interest, tax, depreciation, and amortization (EBITDAC) grew 3.3% year over year to $710 million [3] Segmental Results - Brokerage segment revenues increased 38% year over year to $3.2 billion, driven by higher commissions and fees [4] - Expenses in the brokerage segment rose 46.7% year over year to $2.7 billion, with adjusted EBITDAC climbing 32% to $1 billion, although the margin contracted by 80 basis points to 32.2% [4] - Risk Management segment revenues increased 13% year over year to $417 million, with expenses rising 12.9% to $392 million, leading to an adjusted EBITDAC improvement of 16.8% to $90 million and a margin expansion of 90 basis points to 21.6% [5] Financial Update - As of December 31, 2025, total assets were $70.6 billion, a 10% increase from the previous year, with cash and cash equivalents rising 90.6% to $1.4 billion [6] - Shareholders' equity increased 15.6% to $23.3 billion compared to December 31, 2024 [6] Dividend Update - The board declared a quarterly cash dividend of 70 cents per share, a 7.6% increase from the previous dividend of 65 cents, payable on March 20, 2026 [7] Acquisition Update - In the quarter, the company closed six acquisitions with estimated annualized revenues of approximately $118 million [9] Full-Year Update - For the full year, total revenues increased 20.6% year over year to $13.7 billion, slightly missing the consensus estimate by 0.1% [10] - The company completed 31 acquisitions in 2025, with estimated annualized revenues of $3.5 billion, and adjusted earnings for the year were $10.69 per share, up 5.8% year over year, beating the Zacks Consensus Estimate by 0.2% [10]

Core Insights - Arthur J. Gallagher & Co. reported total revenue of $3.6 billion for Q4'25, a significant increase from $2.7 billion in Q4'24, driven by over 30% growth in core brokerage and risk management segments, including 5% organic growth [1][2][7] - The company achieved its 20th consecutive quarter of double-digit top-line growth, with the brokerage unit contributing $3.2 billion and the risk management arm contributing $417 million in Q4'25 [2] Financial Performance - For the full year 2025, total revenues reached $13.8 billion, up 21% from $11.4 billion in FY'24, with organic revenue growth of 6% [3] - Net earnings for Q4'25 decreased to $154 million from $258 million in Q4'24, while net earnings for FY'25 slightly increased to $1.5 billion from $1.47 billion in 2024 [4][5] - The brokerage arm reported revenue of $12.2 billion for FY'25, compared to $9.9 billion in 2024, while the risk management segment generated $1.6 billion, up from $1.5 billion [3][5] Operational Highlights - Operating expenses for Q4'25 were $527 million, up from $344 million in Q4'24, and total operating expenses for FY'25 were $1.7 billion, compared to $1.4 billion in FY'24 [5] - The firm completed six acquisitions in Q4'25 with annualized revenues of $118 million, and a total of 31 acquisitions for FY'25 with annualized revenues of $3.5 billion [6] Strategic Outlook - The company’s revenue growth strategy, combining organic growth and mergers & acquisitions, has been effective, leading to a strong performance in 2025 [7] - The net earnings margin was reported at 10.2%, with an adjusted EBITDAC margin of 30.8% and adjusted EBITDAC growth of 30% [8] - The company expressed optimism for 2026, highlighting strong momentum and a commitment to value creation [8]

分组1 - Arthur J. Gallagher reported quarterly earnings of $2.38 per share, exceeding the Zacks Consensus Estimate of $2.35 per share, and up from $2.13 per share a year ago, representing an earnings surprise of +1.28% [1] - The company posted revenues of $3.59 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.31%, and compared to year-ago revenues of $2.68 billion [2] - Over the last four quarters, Arthur J. Gallagher has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] 分组2 - The stock has underperformed the market, losing about 6.3% since the beginning of the year, while the S&P 500 has gained 1.9% [3] - The current consensus EPS estimate for the coming quarter is $4.41 on $4.61 billion in revenues, and for the current fiscal year, it is $13.32 on $16.65 billion in revenues [7] - The Zacks Industry Rank indicates that the Insurance - Brokerage sector is currently in the bottom 19% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]