Core Viewpoint - Arthur J. Gallagher & Co. is set to release its fourth quarter 2024 earnings on January 30, 2025, after market close, with a conference call hosted by the CEO scheduled for the same day [1][2]. Group 1 - The earnings release will be available in a printer-friendly format on the company's website shortly after the announcement [1]. - The conference call will take place at 5:15 pm ET/4:15 pm CT on January 30, 2025 [1]. - A live broadcast of the conference call will be accessible through Gallagher's website, with a replay available approximately two hours post-broadcast [2]. Group 2 - Arthur J. Gallagher & Co. operates as a global insurance brokerage, risk management, and consulting services firm, headquartered in Rolling Meadows, Illinois [3]. - The company provides services in around 130 countries through its owned operations and a network of correspondent brokers and consultants [3].

Core Viewpoint - Arthur J. Gallagher & Co. (AJG) is well-positioned for growth due to strong performance in its Brokerage and Risk Management segments, diversified operations, and effective capital deployment [1] Company Performance - AJG has a market capitalization of $71.31 billion and an average trading volume of 1.7 million shares over the last three months [1] - The stock closed at $285.50, trading above the 200-day simple moving average (SMA) of $273.45, indicating solid upward momentum [2] - AJG's stock has gained 24.1% over the past year, outperforming the industry growth of 23.8% and the Zacks Finance sector's growth of 21.2% [3] Growth Projections - The Zacks Consensus Estimate for AJG's 2025 earnings per share and revenues indicates a year-over-year increase of 12% and 10.2%, respectively, compared to 2024 estimates [5] - AJG's earnings grew by 20.7% over the last five years, surpassing the industry average growth of 13.2% [5] Earnings Surprise History - AJG has surpassed earnings estimates in three of the last four quarters, with an average surprise of 1.16% [6] Growth Factors - The company is focused on both organic and inorganic growth, particularly in international markets, with expectations for improved organic revenues and adjusted EBITDAC margins in 2024 compared to 2023 [7] - In the Brokerage segment, AJG anticipates organic growth of 7-9% in 2024, while the Risk Management segment expects 9% growth with margins around 20.5% [8] - Approximately one-third of AJG's revenues come from international operations, which are expected to increase due to non-U.S. acquisitions [9] - Since January 1, 2002, AJG has acquired 725 companies and has a strong merger pipeline of over 100 companies, representing about $1.5 billion in annualized revenues [9] Capital Management - AJG has been returning wealth to shareholders through dividend increases, with a three-year compound annual growth rate (CAGR) of 7.7% [10] - However, the company is facing rising expenses due to higher compensation and operating costs, which are impacting margins [10]

Core Viewpoint - Arthur J. Gallagher & Co. has acquired Encore Insurance Services Inc., enhancing its retail brokerage capabilities in Canada [1][3]. Company Overview - Encore Group is a retail insurance brokerage firm based in Ontario, focusing on commercial clients in manufacturing, construction, and financial institutions [2]. - The team led by Joe Dalton and Scott Heaman will continue operations under Gallagher's Canadian retail property/casualty brokerage division, managed by Dave Partington [2]. Strategic Implications - The acquisition is expected to complement Gallagher's existing capabilities in the Canadian market, as stated by J. Patrick Gallagher, Jr., the Chairman and CEO [3]. - Gallagher operates globally, providing insurance brokerage, risk management, and consulting services in approximately 130 countries [3].

Better pricing, prudent underwriting, rising demand for insurance products and global expansion have been driving revenues of Zacks Insurance Brokerage industry players. The fast-paced consolidations in this traditionally fragmented industry are expected to benefit Brown and Brown, Inc. (BRO) , Marsh & McLennan Companies (MMC) , Arthur J. Gallagher & Co. (AJG) , and Willis Towers Watson Public Limited Company (WTW) .Increased digitization should help the industry improve its basis points, scale and efficien ...

Core Viewpoint - Arthur J. Gallagher & Co. has acquired Murray Gardner Insurance Agency Inc., enhancing its retail brokerage capabilities in Southern California [1][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]. - Murray Gardner Insurance Agency, doing business as BMR Insurance, is a retail insurance agency serving commercial and personal lines clients primarily in Southern California [2]. Acquisition Details - The terms of the acquisition of BMR Insurance were not disclosed [1]. - Gary Arch and his team will continue to operate from their current location under the leadership of Scott Firestone, who heads Gallagher's Southwest region retail property/casualty brokerage operations [2]. Strategic Implications - The acquisition is expected to align with Gallagher's culture and expand its retail brokerage capabilities in the Southern California market [3].

ROLLING MEADOWS, Ill., Dec. 26, 2024 /PRNewswire/ -- Arthur J. Gallagher & Co. today announced the acquisition of Oakbrook Terrace, Illinois-based Afina Insurance Advisors Inc. (Afina Insurance). Terms of the transaction were not disclosed.Afina Insurance is a property/casualty insurance broker serving clients in greater Chicago. George Van Denend and his team will remain in their current location under the direction of Ryan Isaacs, head of Gallagher's Midwest region retail property/casualty brokerage opera ...

Arthur J. Gallagher & Co. (AJG) recently acquired M.J. Schuetz Insurance Services Inc. The terms of the deal have been kept under wraps.Indianapolis, IN-based Schuetz Insurance provides property and casualty, surety and bonding services across the Midwest with industry expertise in construction, landscaping, manufacturing and real estate.  The addition of Schuetz is expected to enhance the retail brokerage operations of Arthur J. Gallagher in the Midwest.AJG also acquired Austin, TX-based Howe Insurance Gro ...

ROLLING MEADOWS, Ill., Dec. 19, 2024 /PRNewswire/ -- Arthur J. Gallagher & Co. today announced the acquisition of Portland, Oregon-based Durham & Bates Agencies, Inc. (Durham & Bates). Terms of the transaction were not disclosed.Durham & Bates is a full-service insurance broker providing property/casualty, marine and employee benefits services to clients in the Pacific Northwest. Jeremy Andersen, Sean McCarthy, Christen Picot, Stephanie Murphy, David Hearns and their team will remain in their current locati ...

Core Viewpoint - Arthur J. Gallagher & Co. has acquired M.J. Schuetz Insurance Services Inc., enhancing its retail brokerage operations in the Midwest [1][3] Company Overview - M.J. Schuetz Insurance provides property/casualty, surety, and bonding services across the Midwest, with expertise in construction, landscaping, manufacturing, and real estate [2] - The Schuetz Insurance team will continue to operate under the leadership of Sean Gallagher, head of Gallagher's Great Lakes region retail property/casualty brokerage operations [2] Strategic Implications - The acquisition is expected to strengthen Gallagher's retail brokerage capabilities in the Midwest, leveraging Schuetz Insurance's niche expertise and history of growth [3] - J. Patrick Gallagher, Jr., Chairman and CEO, expressed satisfaction with the acquisition, highlighting the alignment of Schuetz Insurance's capabilities with Gallagher's strategic goals [3] Company Background - 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]

ROLLING MEADOWS, Ill., Dec. 11, 2024 /PRNewswire/ -- Arthur J. Gallagher & Co. (NYSE: AJG) ("Gallagher") today announced the closing of its public offering of 30,357,143 shares of its common stock at a price to the public of $280.00 per share.  In connection with the public offering, Gallagher granted the underwriters a 30-day option to purchase up to an additional 4,553,571 shares of its common stock at the same public offering price.  Morgan Stanley & Co. LLC is acting as lead active book-running manager ...