Arthur J. Gallagher (AJG) Q1 2025 Earnings Call May 01, 2025 05:30 PM ET Speaker0 Good afternoon, and welcome to Arthur J. Gallagher and Company's First Quarter twenty twenty five Earnings Conference Call. Participants have been placed on a listen only mode. Your lines will be open for questions following the presentation. Today's call is being recorded. If you have any objections, you may disconnect at this time. Some of the comments made during this conference call, including answers given in response to ...

Arthur J. Gallagher (AJG) Q1 2025 Earnings Call May 01, 2025 05:30 PM ET Company Participants Patrick Gallagher, Jr - CEO & Chairman of The BoardDouglas K. Howell - CFOElyse Greenspan - Managing DirectorC. Gregory Peters - Managing Director - InsuranceKatie Sakys - US P&C Insurance, Senior AssociateAndrew Andersen - Equity Research Vice PresidentMeyer Shields - Managing Director Conference Call Participants Michael Zaremski - Managing Director & Senior Equity Research AnalystMark Hughes - AnalystDavid Monte ...

Exhibit 99.1 NEWS RELEASE ARTHUR J. GALLAGHER & CO. ANNOUNCES FIRST QUARTER 2025 FINANCIAL RESULTS ROLLING MEADOWS, IL, May 1, 2025 — Arthur J. Gallagher & Co. (NYSE: AJG) today reported its financial results for the quarter ended March 31, 2025. Management will host a webcast conference call to discuss these results on Thursday, May 1, 2025 at 5:30 p.m. ET/4:30 p.m. CT. To listen to the call, and for printer-friendly formats of this release and the "CFO Commentary" and "Supplemental Quarterly Data," which ...

ROLLING MEADOWS, Ill., April 30, 2025 /PRNewswire/ -- Arthur J. Gallagher & Co. (NYSE: AJG) today declared a regular quarterly cash dividend of sixty-five cents ($0.65) per share on the Common Stock of the Company, payable on June 20, 2025 to Stockholders of Record as of June 6, 2025.Arthur J. Gallagher & Co. (NYSE: AJG), a global insurance brokerage, risk management and consulting services firm, is headquartered in Rolling Meadows, Illinois.  Gallagher provides these services in approximately 130 countries ...

ROLLING MEADOWS, Ill., April 30, 2025 /PRNewswire/ -- Arthur J. Gallagher & Co. today announced the acquisition of New Zealand-based First Capital Financial Services (First Capital) and its affiliate First Capital Wealth Management. Terms of the transaction were not disclosed.First Capital is a financial advisory firm providing wealth management, risk management and employee benefits services to corporate clients and individuals throughout New Zealand from offices in Christchurch and Auckland. Hugh Percy an ...

Arthur J. Gallagher & Co. (AJG) is expected to register an improvement in its top and bottom lines when it reports first-quarter 2025 results on May 1, after the closing bell.The Zacks Consensus Estimate for AJG’s first-quarter revenues is pegged at $3.75 billion, indicating 16.4% growth from the year-ago reported figure.The consensus estimate for earnings is pegged at $3.57 per share. The Zacks Consensus Estimate for AJG’s first-quarter earnings has moved up 3.8% in the past 60 days. The estimate suggests ...

Core Points - Arthur J. Gallagher & Co. has completed the acquisition of Woodruff Sawyer, a San Francisco-based firm [1] - The acquisition was previously disclosed, indicating a strategic move to enhance Gallagher's service offerings [1] Company Overview - Arthur J. Gallagher & Co. is a global insurance brokerage, risk management, and consulting services firm headquartered in Rolling Meadows, Illinois [2] - The company operates in approximately 130 countries through owned operations and a network of correspondent brokers and consultants [2]

Core Points - Arthur J. Gallagher & Co. will release its first quarter 2025 earnings on May 1, 2025, after market close [1] - A conference call hosted by J. Patrick Gallagher, Jr., Chairman and CEO, will take place on the same day at 5:30 pm ET [1] - The conference call will be available for live broadcast on Gallagher's website, with a replay accessible approximately two hours after the live event [2] Company Overview - Arthur J. Gallagher & Co. is a global insurance brokerage, risk management, and consulting services firm headquartered in Rolling Meadows, Illinois [3] - The company operates in approximately 130 countries through owned operations and a network of correspondent brokers and consultants [3]

Core Insights - Arthur J. Gallagher & Co. (AJG) shares have increased by 29.1% over the past year, outperforming its industry, the Finance sector, and the Zacks S&P 500 composite [1][3] - The company has a market capitalization of $79.66 billion and is trading above the 200-day moving average, indicating a bullish trend [1] - AJG shares are trading at a price-to-book value of 26.17X, which is higher than the industry average of 21.66X, indicating a premium valuation [4] Growth Projections - The Zacks Consensus Estimate for AJG's 2025 earnings per share indicates a year-over-year increase of 12.4%, with revenues projected at $14.06 billion, reflecting a 23.6% improvement [5] - Earnings for AJG have grown by 20.4% over the last five years, surpassing the industry average growth of 15.2% [6] - AJG has a strong earnings surprise history, exceeding estimates in three of the last four quarters with an average surprise of 2.25% [7] Growth Strategies - The company is focused on both organic and inorganic growth, particularly in international markets, which is expected to contribute significantly to revenue [10][12] - AJG anticipates organic growth of 4% in 2025, with the risk management segment expecting growth in the 6-8% range [11] - Since 2002, AJG has acquired 725 companies, with a strong pipeline of over 100 companies representing about $1.5 billion in annualized revenues [13] Financial Position - AJG has a robust capital position, allowing for wealth distribution to shareholders through dividend increases and share repurchases, with an 8.3% dividend hike in Q1 2025 [14] - The company has experienced rising expenses due to higher compensation and operating costs, which have been impacting margins [14] Overall Assessment - AJG benefits from solid retention rates, improving renewal premiums, and both organic and inorganic growth strategies [15] - The Risk Management and Brokerage segments are expected to continue significant growth [15]

Core Insights - Arthur J. Gallagher & Co. has acquired Bircroft Insurance Services, a UK-based specialist insurance broker focused on the commercial real estate sector [1][2] - The acquisition aims to enhance Gallagher's property specialist capabilities in the UK market [2] 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 [2] - Bircroft will integrate into Gallagher's specialist real estate practice within its UK & Ireland Retail division [1]