$AJG

Arthur J. Gallagher (AJG) said on its Q2 2026 earnings call it could deploy up to $10b in capital for M&A over the next two years, citing $3.4b of expected tax credits and deductible amortization and a pipeline of targets at attractive multiples. The article notes AJG shares fell 1.44% (1 day) and 3.31% (30 days) but rose 24.76% (90 days). It cites a fair value of $281.39 vs $248.12 and a P/E of 40.6x.

Gallagher said it appointed Andy Winwood as Senior Executive Officer for Middle East and Africa, pending regulatory approval. He will lead 100+ staff and oversee regional growth. Sources say he joined in 2025 from Saudi Aramco. Gallagher noted it expanded in-region presence since 2022 and launched in Saudi Arabia last month, plus reinsurance under Gallagher Re and a 49% stake in ACE Gallagher.

Arthur J. Gallagher (per the article) is acquiring Apollo Insurance Solutions. Separately, Citigroup adjusted its price target on Arthur J. Gallagher to $285 from $250 and kept a Buy rating, according to the report. The stock is shown trading around $250.28 at 11:41am EDT.

Arthur J. Gallagher & Co. (NYSE:AJG) said it will acquire Vancouver-based Apollo Insurance Solutions Ltd., a Canadian digital insurance broker and MGA focused on tenant insurance. The deal terms were not disclosed. Apollo’s team will remain in Vancouver under Gallagher’s Canadian retail property/casualty leadership, aiming to expand Gallagher’s Canada capabilities.

Analysts issued new ratings for LPL Financial (LPLA), Arthur J. Gallagher (AJG) and Coinbase Global (COIN). Jefferies reiterated Buy on LPLA with a $402 target; consensus Strong Buy targets $408.11. Cantor Fitzgerald kept Hold on AJG at $300; consensus Strong Buy target $281.65. Cantor reiterated Buy on COIN at $250; consensus $205.19.

TipRanks reports bullish analyst views on Arthur J. Gallagher & Co (AJG) and TransUnion (TRU), citing Morgan Stanley’s Bob Huang (Buy, $255 target) and J.P. Morgan’s Andrew Steinerman (Buy, $105 target). It also covers Provident Financial Services (PFS), with Raymond James’ Steve Moss (Buy, $30 target). Consensus targets imply upside for each stock.

Goldman Sachs analyst Robert Cox CFA reiterated a Buy rating on Arthur J. Gallagher & Co (AJG) and set a $277 price target. The article cites TipRanks data on Cox’s track record and notes other analyst views: Barclays also has Buy, while KBW has Hold. It reports AJG Q1 revenue of $4.76B and net profit of $822M, up from $3.73B and $704.4M a year earlier, plus recent insider selling.

Analysts issued new ratings for Riot Platforms (RIOT), State Street (STT) and Arthur J Gallagher & Co (AJG). Bernstein reiterated Buy on RIOT with a $30 target; Morgan Stanley started coverage at Buy with $36. Barclays set Hold on STT at $200. Barclays kept Buy on AJG at $292. Consensus targets were also cited.

Arthur J. Gallagher & Co. (AJG) reported Q2 EPS of $2.84, above the $2.82 consensus, and sales of $4.003 billion, below the $4.009 billion estimate. Shares were down 6.4% to $240 in pre-market. After the results, Keefe Bruyette & Woods raised its price target to $271, and Truist raised its to $265, both while keeping ratings unchanged.

Four of the world's biggest insurance brokers reported second-quarter results within nine days of each other this month, which makes for a rare like-for-like comparison. WTW and Arthur J. Gallagher both reported on 30 July, Aon the day before, and Marsh McLennan about a week earlier. On the broking side specifically, WTW came out ahead of all three. WTW's Risk & Broking segment grew organic revenue by 7% in the quarter. Gallagher's Brokerage segment, the most directly comparable unit, grew 5%.