Arthur J. Gallagher & Co.
267.50-11.50 (-4.12%)
Oct 28, 4:00:02 PM EDT · NYSE · AJG · USD
Key Stats
Market Cap
68.58BP/E (TTM)
40.47Basic EPS (TTM)
6.61Dividend Yield
0.01%Recent Filings
8-K
Updated CFO estimates released
Arthur J. Gallagher & Co. released an updated CFO Commentary on September 4, 2025, ahead of its investor meeting, providing estimates for 2025 results that incorporate AssuredPartners integration and net after-tax cash flows from clean energy investments in 2025 and beyond. The materials, available via webcast on the investor relations page, include cautionary notes on forward-looking statements. Integration details remain key to projected outcomes.
8-K
Gallagher closes $13.8B AssuredPartners deal
Arthur J. Gallagher & Co. closed its $13.8 billion cash acquisition of AssuredPartners on August 18, 2025, from The AssuredPartners Group LP, under a December 2024 stock purchase agreement. Financed via prior equity and debt raises, the deal expands Gallagher's U.S. retail property/casualty and employee benefits footprint while deepening niche expertise in transportation, energy, and healthcare. It promises double-digit adjusted EPS accretion from synergies. Integration risks could hinder expected benefits.
10-Q
Q2 FY2025 results
Arthur J. Gallagher & Co. posted solid Q2 FY2025 results, with total revenues up 16% year-over-year to $3.22B, driven by 17% brokerage growth and 9% in risk management; organic revenue rose 5.3% in brokerage, fueled by strong client retention and new business amid firming property/casualty rates. Net earnings climbed 29% to $366.2M, or $1.40 diluted EPS, while adjusted EPS edged up 2% to $2.33, reflecting acquisition integration costs and higher interest from AssuredPartners financing proceeds. Free cash flow stood at $378.1M (derived), bolstering $14.3B cash against $12.9B net debt; the $1.2B Woodruff Sawyer buy closed in April, adding $658.1M goodwill and $673.4M finite-lived intangibles over 2-15 years, with expected synergies in middle-market services. Yet integration drags persist. Competition from private equity-backed brokers sharpens pricing pressures.
8-K
Strong Q2 growth, acquisition push
Arthur J. Gallagher & Co. reported Q2 2025 revenues before reimbursements of $3,177.9 million, up 16% from $2,736.0 million last year, driven by 5.4% organic growth in brokerage and risk management. Adjusted EBITDAC surged 26% to $1,013.3 million, boosting margins to 34.5% amid rational property/casualty markets, while nine acquisitions added $290.8 million in annualized revenue. The pending $13.45 billion AssuredPartners deal eyes Q3 close. Integration costs persist.
8-K
Investor meeting held
Arthur J. Gallagher & Co. hosted its investor meeting on June 4, 2025, as announced on May 22, with a webcast and updated CFO Commentary now available on the investor relations page. The commentary provides estimates for 2025 results and net after-tax cash flows from clean energy investments in 2025 and beyond. Forward-looking statements carry inherent risks. Investors get fresh insights today.
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