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Arthur J. Gallagher & Co. (AJG) Sees Institutional Investment and Price Target Update
Financial Modeling Prep· 2025-12-17 01:10
Company Overview - Arthur J. Gallagher & Co. (NYSE:AJG) is a leading global insurance brokerage and risk management services firm, competing with major players like Marsh & McLennan and Aon [1] - AJG offers a comprehensive range of insurance and consulting services to clients worldwide [1] Stock Performance - The current stock price of AJG is $251.64, experiencing a decrease of 1.78% or $4.55 [3] - The stock has fluctuated between a low of $249.54 and a high of $256.64 during the trading day [3] - Over the past year, AJG has seen a high of $351.23 and a low of $236.34, showcasing its volatility [3] - AJG has a market capitalization of approximately $64.62 billion and a trading volume today of 1,400,337 shares [3][4] Analyst Insights - Truist Financial has set a price target of $280 for AJG, indicating a potential upside of 11.39% from its current trading price [4] - B. Riley Wealth Advisors Inc. has acquired a new stake in AJG, purchasing 3,622 shares valued at approximately $1.16 million, reflecting confidence in the company's future performance [2] - Advisory Services Network LLC increased its holdings in AJG by 3.4%, while Pitcairn Co. boosted its position by 20.7% during the second quarter, indicating a trend of institutional investment adjustments [2]
Brown & Brown, Inc. acquires the assets of J. Kevin Campbell Agency
Globenewswire· 2025-12-15 11:30
Core Insights - Brown & Brown, Inc. has acquired the assets of the Campbell Agency, enhancing its capabilities in workers' compensation insurance solutions [1][2][3] - The Campbell Agency, founded in 1991, has a strong reputation in the workers' compensation sector, particularly in north and central Florida [2][3] - The acquisition is expected to leverage the expertise of Kevin Campbell and Kian Ostovar, who will continue to serve clients in Tampa and Ocala [2][3] Company Overview - Brown & Brown, Inc. is a leading insurance brokerage firm with a history dating back to 1939, operating over 700 locations and employing more than 23,000 professionals [3] - The company focuses on delivering comprehensive and customized insurance solutions, emphasizing scalable and innovative strategies for its clients [3]
NFP promotes Noel to EVP and CFO
ReinsuranceNe.ws· 2025-12-12 07:30
NFP, an Aon company and provider of property and casualty (P&C) brokerage and benefits consulting, has promoted and expanded Caleb Noel’s role to Executive Vice President (EVP) and Chief Financial Officer (CFO).Noel is based in Austin and will report to Doug Hammond, Chief Executive Officer of NFP, along with the finance team at Aon.In his new role, Noel succeeds Brett Schneider and will lead a team comprising Mike Campbell, who was recently promoted to the executive team as EVP, Chief Accounting Officer. C ...
Wells Fargo Notes Q4 2025 Pressure on AJG Margins, Trims Price Target
Yahoo Finance· 2025-12-11 07:22
Arthur J. Gallagher & Co. (NYSE:AJG) is included among the 15 Best Stocks to Buy for the Long Term. Wells Fargo Notes Q4 2025 Pressure on AJG Margins, Trims Price Target Photo by Vitaly Taranov on Unsplash Wells Fargo analyst Elyse Greenspan trimmed her outlook on Arthur J. Gallagher & Co. (NYSE:AJG) on December 5, reducing the price target to $344 from $362 while sticking with an Overweight rating. The analyst also nudged EPS estimates lower, saying that the revision reflects the firm’s read on AJG’s e ...
Cyber Budgets to Get Hot: Can Marsh & McLennan Take the Advisory Lead?
ZACKS· 2025-12-10 17:26
Key Takeaways Marsh's cyber report shows 75% of firms are highly confident in risk management despite regional gaps.Marsh notes 66% plan to raise cyber spend, with 26% expecting boosts of 25% or more.MMC sees rising demand as rising incidents shift cyber from an IT concern to a core business priority.Marsh & McLennan Companies, Inc.’s (MMC) arm, Marsh, recently released a global cybersecurity report titled the “Cyber catalyst report: Guiding priorities in cyber investments.” The study revealed that about 75 ...
Brown & Brown Releases 2026 Employer Health and Benefits Strategy Survey: Cost Control Takes Center Stage
Businesswire· 2025-12-08 14:02
DALLAS--(BUSINESS WIRE)--Brown & Brown today announced the findings of its second annual Employer Health and Benefits Strategy Survey, 2026, capturing insights from 1,241 employers across the United States. The 2026 edition* reveals a benefits landscape shaped by rising costs, evolving workforce needs and a growing emphasis on innovation and sustainability. With escalating medical and pharmacy costs, employers have moved cost-containment, for both their organizations and their employees, to the top of their ...
Brown & Brown, Inc. (BRO): A Bull Case Theory
Yahoo Finance· 2025-12-05 20:09
We came across a bullish thesis on Brown & Brown, Inc. on Rigatoni Capital’s Substack. In this article, we will summarize the bulls’ thesis on BRO. Brown & Brown, Inc.'s share was trading at $81.18 as of December 1st. BRO’s trailing and forward P/E were 24.60 and 17.01 respectively according to Yahoo Finance. Analsyt Explains Why He Downgraded DR Horton (DHI) - ‘It’s Unfortunate for Builders’ Insurance house, car and family health live concept. The insurance agent presents the toys that symbolize the cov ...
Waterdrop Shares Remain Lackluster Despite A Return To Revenue Growth
Benzinga· 2025-12-05 13:45
Core Insights - Waterdrop Inc. reported a significant revenue increase of 38.4% year-on-year in Q3, reaching 974.9 million yuan ($138 million) from 704.1 million yuan a year earlier, despite a challenging operating environment [7][8] - The company's stock performance remained muted post-announcement, with only slight fluctuations observed in the following trading days [3][15] - The insurance brokerage sector is facing increasing regulatory challenges in China, impacting profit margins for companies like Waterdrop [4][5] Revenue Segments - Waterdrop's core insurance business generated 869.7 million yuan in Q3, up 44.8% year-on-year, accounting for nearly 90% of total revenue [9] - The technical services segment, which aids insurers in operational efficiency, saw revenue surge nearly 20-fold to 196.4 million yuan, now representing 22.6% of total revenue [11] - The digital clinical trial solutions segment generated 31.9 million yuan, marking a 31% year-on-year increase, indicating potential for future growth [12] Financial Performance - Operating costs rose by 27.1%, slower than revenue growth, leading to a 330% increase in operating profit to 113.8 million yuan [14] - Net profit for the quarter increased by 60% year-on-year to 158.5 million yuan, marking the 15th consecutive quarter of profitability [14] - Year-to-date revenue reached 2.57 billion yuan, up 24% from 2.08 billion yuan in the same period last year [8] Market Position and Outlook - Waterdrop's stock has increased by 54% this year, reflecting investor confidence despite broader market challenges [15] - The company is perceived as having lower exposure to regulatory risks compared to peers, as indicated by its higher price-to-sales (P/S) ratio of 1.52 [15] - There is potential for Waterdrop to shift its market image from a traditional broker to a high-growth tech service provider, which could enhance stock performance [16]
AlphaTime Acquisition Corp and HCYC Holding Company Announce Effectiveness of Registration Statement
Globenewswire· 2025-12-04 21:20
New York, NY, Dec. 04, 2025 (GLOBE NEWSWIRE) -- AlphaTime Acquisition Corp (NASDAQ: ATMC) (the “Company” or “AlphaTime”), a special purpose acquisition company, and HCYC Holding Company (“HCYC”), an intermediary insurance brokerage company, today announced the registration statement on Form F-4, as amended (the “Registration Statement”), in connection with the previously announced proposed business combination (the “Business Combination”), became effective. Upon the closing of the Business Combination, the ...
Onex Partners Announces Completion of Strategic Investment in OneDigital by Stone Point Capital and CPP Investments
Globenewswire· 2025-12-04 19:15
All amounts in U.S. dollars unless otherwise stated TORONTO, Dec. 04, 2025 (GLOBE NEWSWIRE) -- Onex Partners announced today that OneDigital, an insurance brokerage, financial services and workforce consulting firm, has closed on a majority investment from funds managed by Stone Point Capital and Canada Pension Plan Investment Board (CPP Investments). Stone Point Capital and CPP Investments made this investment through the acquisition of a stake from existing shareholders, including Onex Partners, which wi ...