$AJG

Ryan Specialty beat estimates but fell 11.1% to $39.20. Brown & Brown (BRO) reported $1.68B revenue, up 30.4% YoY, missing estimates by 2.5%, and dropped 3.4% to $67.32. Arthur J. Gallagher (AJG) reported $4.00B revenue, up 24.3% YoY, missing estimates by 0.5%, and fell 3.3% to $248.05. Marsh (MRSH) reported $7.40B revenue, up 6.2% YoY, beating estimates by 1.8%, and dropped 1.2% to $179.91.

Arthur J. Gallagher acquired McMillan Insurance & Bonding, doing business as Innovise Business Consultants, based in Englewood, Colorado. The company offers commercial insurance and bonding services. Terms were not disclosed. Innovise's team will join Gallagher's Denver office. According to Seeking Alpha, the deal expands Gallagher's presence in the Western U.S.

Arthur J. Gallagher & Co. (AJG) reported 16% revenue growth in its Risk Management business, with 12% organic growth, outpacing its 5% organic growth in Brokerage. Management cited new business and client retention as key drivers. AJG's shares have declined 12.2% year-over-year, trading at a P/E of 18.26, higher than the industry average of 16.18.

Arthur J. Gallagher & Co. (NASDAQ:AJG) VP Scott R. Hudson exercised 12,000 stock options at $86.17/share and sold them for $3.17M on September 2, 2026. The company reported Q2 2026 adjusted earnings of $2.84/share, beating estimates, but revenue of $3.95B missed expectations. Argus raised its price target to $300, citing expected organic growth of 6% in the Brokerage unit.

Hudson Scott R (Vice President) sold 12,000 shares of Arthur J. Gallagher & Co. (AJG) at $264.13 ($3.17M total) on 2026-09-02.

Arthur J. Gallagher & Co. (AJG) director Christopher C. Miskel received a grant of 152,672 shares of common stock equivalents on September 1, 2026, as part of the company's Director Deferral Plan. This resulted from his prior election to defer his annual cash retainer into deferred share units. The grant reference price per share was $262.00, and his directly held position increased to 10,826.439 shares.

Arthur J. Gallagher (AJG) announced Richard C. Cary stepped down as Controller and Chief Accounting Officer, replaced by Kyle G. Koreyva. The stock has seen mixed performance, with a 1-day decline of 2.02% and a 90-day return of 27.40%. Analysts debate its valuation, with some seeing a 9.7% undervaluation and others noting a high P/E of 42.9x compared to peers.

Bay Walter D. (General Counsel) sold 12,000 shares of Arthur J. Gallagher & Co. (AJG) at $270.08 ($3.24M total) on 2026-08-24.

Arthur J. Gallagher & Co. (AJG) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On August 24, 2026, Richard C. Cary, age 63, Controller and Chief Accounting Officer of Arthur J. Gallagher & Co. (the “ Co

Wall Street analysts have set a mean price target of $204.35 for Arthur J. Gallagher (AJG), indicating a 9.6% premium over its current price. The highest target is $388, suggesting a 44.5% potential upside, according to Barchart.com.