Arthur J. Gallagher & Co Stock Price, News & Analysis

Arthur J. Gallagher & Co. (NYSE:AJG) has announced the acquisition of Dion Leadership, Inc., a Novi, Michigan-based company specializing in leadership coaching, management training programs, talent assessment, and organizational development consulting services.

The acquisition will strengthen AJG's executive consulting capabilities, with Dion Leadership's team continuing operations from their current location under Steve Coco, Global Managing Director of Gallagher's Talent Consulting operations. Steve Dion and his team will be retained, maintaining continuity in client relationships. Financial terms of the transaction were not disclosed.

Arthur J. Gallagher & Co. (NYSE: AJG) reported strong Q2 2025 financial results, with total revenue reaching $3.18 billion. The company achieved 16% revenue growth in its core brokerage and risk management segments, including 5.4% organic revenue growth. Net earnings margin increased significantly by 343 basis points to 17.3%, while adjusted EBITDAC grew by 26%, marking the 21st consecutive quarter of double-digit growth.

The company completed 9 new mergers with estimated annualized revenue of $290 million. The pending AssuredPartners acquisition for $13.45 billion is expected to close in Q3 2025. In the P/C insurance market, property renewals declined by 7% while casualty increased by 8%.

Arthur J. Gallagher (NYSE:AJG), a global insurance brokerage and risk management firm, has announced its regular quarterly cash dividend of $0.65 per share on the company's Common Stock. The dividend will be payable on September 19, 2025, to stockholders of record as of September 5, 2025.

The company, headquartered in Rolling Meadows, Illinois, operates in approximately 130 countries worldwide through its owned operations and network of correspondent brokers and consultants, providing insurance brokerage, risk management, and consulting services.

Arthur J. Gallagher & Co. (NYSE:AJG) has announced the acquisition of The Equinox Agency, LLC, an employee health and benefits consulting firm based in Emmaus, Pennsylvania. The acquisition strengthens Gallagher's presence in Pennsylvania's Lehigh Valley region.

The Equinox team, led by Thomas Groves and Dan Gagnier, will maintain their current location and operate under Scott Sherman, who heads Gallagher's Northeast region employee benefits consulting and brokerage operations. While the transaction terms remain undisclosed, the acquisition aligns with Gallagher's strategic expansion of its benefits consulting capabilities in the region.

Arthur J. Gallagher (NYSE:AJG), a global insurance brokerage and risk management firm, has scheduled its second quarter 2025 earnings release for Thursday, July 31, 2025, after market close. Chairman and CEO J. Patrick Gallagher, Jr. will host a conference call at 5:15 pm ET/4:15 pm CT on the same day.

The earnings conference call will be accessible through a live broadcast on www.ajg.com. A replay will be available approximately two hours after the broadcast in the Investor Relations section under Events & Presentations. The company currently operates in 130 countries through owned operations and correspondent networks.

Gallagher (NYSE:AJG) has released its 2025 U.S. Benefits Benchmarks Report, analyzing responses from over 4,000 organizations across the United States. The study reveals employers are increasingly investing in holistic wellbeing strategies encompassing physical, emotional, career, and financial health.

Key findings show that 31% of employers have enhanced medical benefits for recruitment and retention, while 32% are carving out pharmacy benefits to pharmacy benefit managers, a 13-point increase from 2024. The report highlights significant coverage trends, with 59% offering hearing aids, 54% covering autism therapy, and 48% providing fertility treatments. Additionally, 67% of employers consider voluntary benefits crucial for comprehensive financial wellbeing strategies.

Arthur J. Gallagher & Co. (NYSE: AJG) has acquired Wilkins & Associates Insurance Services, Inc., a retail insurance broker based in Reno, Nevada. Founded by Tom and Melanie Wilkins, the firm specializes in commercial and personal lines insurance services for clients in Reno and western Nevada. Under the acquisition, Steve Wilkins, Jared Wilkins, and their team will continue operations under Scott Firestone's leadership, who heads Gallagher's Southwest region retail property/casualty brokerage operations. The acquisition strengthens Gallagher's retail brokerage presence in Nevada. Financial terms of the transaction were not disclosed. Gallagher, headquartered in Rolling Meadows, Illinois, operates as a global insurance brokerage, risk management, and consulting services firm across approximately 130 countries.

Gallagher Insurance (AJG) has announced a landmark multi-year partnership with New Zealand Rugby (NZR), becoming the Official Insurance Broker for the All Blacks and other national teams. The partnership includes prominent branding on training and match day shorts for all NZR teams, including the All Blacks, Black Ferns, Māori All Blacks, and Sevens teams. Gallagher will also become a regional partner for All Blacks Clinics and the jersey partner for New Zealand referees across domestic competitions from 2026. The company has signed All Black Beauden Barrett as a global ambassador and continues its relationship with Black Ferns legend Kendra Cocksedge. This strategic partnership aligns with Gallagher's global sports strategy and builds upon their decade-long presence in New Zealand, where they officially entered the market in 2014.

Gallagher's recent survey of 1,000 U.S. business owners reveals heightened concerns about external threats, with 72% worried about cyber-attacks (up from 69% in 2024), 69% concerned about supply chain disruptions, and 69% about severe weather. Nearly 87% of insured businesses filed claims in 2024, with 73% of claims exceeding $25,000. The study shows 93% of owners are concerned about AI's impact (up from 85%), with 46% planning to increase AI investments. To combat supply chain issues, 75% have contingency suppliers, while 40% are investing in AI and machine learning solutions. Regarding weather threats, 57% considered relocating their business, and though 35% view flooding as a major threat, only 30% have flood insurance. The survey, conducted March-April 2025, demonstrates businesses are actively implementing various protective measures across multiple risk areas.