Ryan Specialty Group (RYAN) came out with quarterly earnings of $0.45 per share, missing the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.45 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -9.40%. A quarter ago, it was expected that this insurance company would post earnings of $0.47 per share when it actually produced earnings of $0.47, delivering no surprise.Over the last four quarters, the com ...

分组1 - Willis Towers Watson (WTW) reported quarterly earnings of $8.12 per share, exceeding the Zacks Consensus Estimate of $7.92 per share, with a year-over-year comparison showing earnings of $8.13 per share [1] - The company achieved revenues of $2.94 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.51%, although this represents a decline from year-ago revenues of $3.04 billion [2] - Over the last four quarters, WTW has surpassed consensus EPS estimates three times and has topped consensus revenue estimates three times as well [2] 分组2 - The stock has underperformed the market, losing about 3.7% since the beginning of the year, while the S&P 500 has gained 1.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is $3.61 on revenues of $2.34 billion, and for the current fiscal year, it is $19.24 on revenues of $10.21 billion [7] 分组3 - The Zacks Industry Rank indicates that the Insurance - Brokerage sector is currently in the bottom 13% of over 250 Zacks industries, suggesting potential challenges for stocks in this sector [8] - The estimate revisions trend for WTW was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6]

Aon (AON) came out with quarterly earnings of $4.85 per share, beating the Zacks Consensus Estimate of $4.76 per share. This compares to earnings of $4.42 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.82%. A quarter ago, it was expected that this insurance brokerage would post earnings of $2.89 per share when it actually produced earnings of $3.05, delivering a surprise of +5.54%.Over the last four quarters, the company h ...

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]

分组1 - Brown & Brown reported quarterly earnings of $0.93 per share, exceeding the Zacks Consensus Estimate of $0.91 per share, and up from $0.86 per share a year ago, representing an earnings surprise of +2.53% [1] - The company posted revenues of $1.61 billion for the quarter ended December 2025, which missed the Zacks Consensus Estimate by 2.16%, compared to year-ago revenues of $1.18 billion [2] - Over the last four quarters, Brown & Brown has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times as well [2] 分组2 - The current consensus EPS estimate for the coming quarter is $1.42 on revenues of $1.86 billion, and for the current fiscal year, it is $4.66 on revenues of $7.05 billion [7] - The Zacks Industry Rank for Insurance - Brokerage is currently in the bottom 19% of over 250 Zacks industries, indicating potential challenges for the sector [8] - The estimate revisions trend for Brown & Brown was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]

Core Viewpoint - Arthur J. Gallagher (AJG) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the actual results having a significant impact on its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on January 29, with a consensus EPS estimate of $2.35 per share, reflecting a year-over-year increase of +10.3% [3]. - Revenues are projected to reach $3.57 billion, representing a 33.4% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.44% lower over the last 30 days, indicating a reassessment by analysts [4]. - Despite this revision, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +0.02% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Arthur J. Gallagher currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Arthur J. Gallagher was expected to post earnings of $2.51 per share but delivered $2.32, resulting in a surprise of -7.57% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates two times [14]. Industry Context - Another player in the insurance brokerage industry, Brown & Brown (BRO), is expected to report earnings of $0.89 per share, with a year-over-year change of +3.5% and revenues of $1.64 billion, up 38.7% from the previous year [18][19]. - Brown & Brown's consensus EPS estimate has been revised 0.5% lower, but a higher Most Accurate Estimate has resulted in an Earnings ESP of +7.71%, suggesting a likely earnings beat [19][20].

Core Viewpoint - Investors are evaluating eToro Group Ltd. (ETOR) and Aon (AON) to determine which stock presents a better value opportunity for investment [1] Valuation Metrics - eToro Group Ltd. has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Aon has a Zacks Rank of 3 (Hold) [3] - ETOR's forward P/E ratio is 13.67, significantly lower than AON's forward P/E of 21.07, suggesting ETOR may be undervalued [5] - The PEG ratio for ETOR is 1.94, compared to AON's PEG ratio of 2.04, indicating that ETOR has a more favorable growth outlook relative to its valuation [5] - ETOR's P/B ratio stands at 2.12, while AON's P/B ratio is much higher at 9.45, further supporting the notion that ETOR is a more attractive value option [6] - Based on these valuation metrics, ETOR has a Value grade of A, whereas AON has a Value grade of D, highlighting ETOR's superior valuation profile [6]

Company Overview - Brown & Brown, Inc. (BRO) is currently experiencing significant attention in the options market, particularly with the January 16, 2026 $65.00 Put option showing high implied volatility, indicating expectations of a substantial price movement [1] Implied Volatility Insights - Implied volatility reflects market expectations for future price movements, suggesting that investors anticipate a significant shift in Brown & Brown's stock price, potentially due to an upcoming event [2] Analyst Sentiment - Brown & Brown holds a Zacks Rank of 3 (Hold) within the Insurance - Brokerage Industry, which is positioned in the top 26% of the Zacks Industry Rank. Over the past 60 days, no analysts have raised their earnings estimates for the current quarter, while four analysts have lowered their estimates, resulting in a decrease in the Zacks Consensus Estimate from 93 cents per share to 91 cents per share [3] Trading Strategy Implications - The high implied volatility surrounding Brown & Brown's options may indicate a developing trading opportunity. Options traders often seek to sell premium on options with high implied volatility, aiming to benefit from the decay of the option's value if the stock does not move as much as anticipated by expiration [4]

分组1 - eHealth reported a quarterly loss of $1.32 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.93, and an improvement from a loss of $1.86 per share a year ago, indicating a surprise of -41.94% [1] - The company posted revenues of $53.87 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.56%, but down from $58.41 million year-over-year [2] - eHealth shares have declined approximately 47.6% since the beginning of the year, contrasting with the S&P 500's gain of 15.1% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $2.16 on revenues of $322.48 million, and for the current fiscal year, it is $0.36 on revenues of $545.25 million [7] - The Zacks Industry Rank for Insurance - Brokerage is in the top 35% of over 250 Zacks industries, suggesting that the industry outlook can significantly impact stock performance [8]

Core Insights - Ryan Specialty Group reported quarterly earnings of $0.47 per share, matching the Zacks Consensus Estimate and showing an increase from $0.41 per share a year ago [1] - The company achieved revenues of $754.58 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 2.51% and up from $604.69 million year-over-year [2] - Ryan Specialty shares have declined approximately 20.7% year-to-date, contrasting with the S&P 500's gain of 17.2% [3] Earnings Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $0.52 on revenues of $783.6 million, and for the current fiscal year, it is $2.04 on revenues of $3.07 billion [7] Industry Context - The Insurance - Brokerage industry, to which Ryan Specialty belongs, is currently ranked in the top 33% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]