Arthur J. Gallagher Stock Price, News & Analysis

Tompkins Financial (NYSE American: TMP) closed the sale of its wholly owned subsidiary Tompkins Insurance Agencies (TIA) to Arthur J. Gallagher & Co. (NYSE: AJG) on November 3, 2025 for approximately $223 million in cash, subject to customary adjustments. The transaction generates a $183 million pre-tax gain. All current TIA leadership and direct employees joined Gallagher, which will continue serving customers across the Tompkins footprint. Management said proceeds provide flexibility to replace near-term insurance earnings and support longer-term strategic investments.

Arthur J. Gallagher & Co (NYSE: AJG) announced on November 3, 2025 the acquisition of Batavia, New York-based Tompkins Insurance Agencies, a wholly owned subsidiary of Tompkins Financial (NYSE: TMP).

Tompkins Insurance offers property/casualty and employee benefits across New York and Pennsylvania. Pro forma trailing 12-months to June 30, 2025 revenues were approximately $40 million with $16 million of EBITDAC. Gallagher will acquire the stock for $183 million, net of a discounted tax benefit of about $40 million. David Boyce and the existing team will remain under Gallagher regional leadership.

Arthur J. Gallagher & Co (NYSE: AJG) reported third quarter results for the period ended September 30, 2025, with total company revenues of $3,325.4M versus $2,766.5M a year earlier and reported diluted EPS $1.04 vs $1.39. On an adjusted basis, net earnings were $604.9M (adjusted EPS $2.32) versus $504.9M (adjusted EPS $2.26) in Q3 2024. Management highlighted 20% total revenue growth for brokerage and risk management, 4.8% organic revenue growth, and adjusted EBITDAC growth of 22%. The company completed the acquisition of AssuredPartners for $13.8B, funded by $8.5B equity and $5.0B senior notes plus $1.3B overallotment proceeds.

Arthur J. Gallagher & Co (NYSE: AJG) announced on October 29, 2025 that Gallagher Bassett has acquired 100% of Safe T Professionals LLC, an environmental, health and safety (EHS) management and staffing firm based in Chandler, Arizona.

Gallagher Bassett previously held a minority stake; terms were not disclosed. Safe T Professionals serves construction and manufacturing clients nationwide with a focus on the Southwest and Western US. Founders Anna Martinez and Joshua Martinez and their team will remain in place and report to Jim Bond, executive vice president, Gallagher Bassett North America.

Arthur J. Gallagher & Co (NYSE: AJG) declared a regular quarterly cash dividend of $0.65 per share, payable on December 19, 2025 to stockholders of record as of December 5, 2025.

Gallagher is a global insurance brokerage, risk management and consulting firm headquartered in Rolling Meadows, Illinois, operating in approximately 130 countries through owned operations and correspondent brokers.

Arthur J. Gallagher & Co. (NYSE:AJG) announced on October 16, 2025 the acquisition of Rochester Hills, Michigan-based Strategic Services Group, a provider of employee benefits consulting across Michigan and the Midwest. Terms of the transaction were not disclosed. Doug Roehm, Greg Sudderth and their team will remain in Rochester Hills and report to Brian Lomas, head of Gallagher's Great Lakes region employee benefits consulting and brokerage operations. The company said the acquisition will expand Gallagher's employee health benefits consulting capabilities in the region. Gallagher is headquartered in Rolling Meadows, Illinois, and operates in approximately 130 countries through owned operations and correspondent partners.

Gallagher (NYSE:AJG) released findings on Oct 15, 2025 highlighting that employers are boosting financial wellbeing programs amid inflation, rising healthcare costs, and student debt. Based on a survey of over 4,000 U.S. employers, 47% increased focus on financial wellbeing (vs 56% for emotional wellbeing), with a two-point rise in employers offering at least one financial initiative.

Key program adoption rates include 54% for will/estate planning, 51% for financial planning, 25% for debt counseling, 81% self-service retirement tools, 67% one-on-one planning, 55% offer HSAs and 66% of those contribute, and 67% offer tuition assistance. Student loan repayment remains limited at 12%.

Arthur J. Gallagher & Co. (NYSE: AJG) will release its third quarter 2025 earnings after market close on Thursday, October 30, 2025. A printer-friendly report will be posted on the company website shortly after the release. J. Patrick Gallagher, Jr., Chairman and CEO, will host a conference call on October 30, 2025 at 5:30 pm ET/4:30 pm CT, broadcast live at www.ajg.com. A replay will be available on the company's Investor Relations site about two hours after the live call. The company provides insurance brokerage, risk management and consulting services in approximately 130 countries through owned operations and correspondent brokers.

Gallagher (NYSE:AJG) announced its title sponsorship of The Gallagher Cup, a highly anticipated rugby match between Ireland and New Zealand's All Blacks at Chicago's Soldier Field on November 1, 2025.

The event marks a rematch of the historic 2016 game where Ireland secured their first victory over New Zealand in 111 years. The match, which is already sold out, represents a significant milestone for rugby in the United States, with Gallagher serving as both the Title Sponsor and Official Insurance Broking Partner of the event.

This partnership aligns with Gallagher's existing role as the Official Insurance Broker of New Zealand Rugby and reinforces the company's commitment to supporting rugby globally while promoting its values of resilience, teamwork, and trust.