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Stock impact report

Arthur J. Gallagher & Co. Q4 Earnings Call Highlights [Yahoo! Finance]

Arthur J. Gallagher & Co. (AJG) 
Last arthur j. gallagher & co. earnings: 4/30 04:15 pm Check Earnings Report
US:NYSE Investor Relations: investor.ajg.com/investor-overview
Company Research Source: Yahoo! Finance
23rd consecutive quarter of double-digit adjusted EBITDA growth, while guiding 2026 organic growth of about 5.5% for brokerage and ~7% for risk management with continued margin expansion. AssuredPartners integration and synergy targets: U.S. retail rebranding and back-office integration are ahead of plan, with management expecting $160 million of annualized run-rate synergies by end-2026 and $260–$280 million by early-2028 (with potential upside). Robust M&A pipeline and market backdrop: The firm closed seven deals in Q4 and added $3.5 billion of annualized acquired revenue in 2025, has ~40 term sheets (~$350M) in the pipeline and said it may have roughly $10 billion of capacity for M&A over the next two years, while noting a softer property market, casualty pricing up (expected 7–8% in 2026) and reinsurance rates down “in the teens” with a buyer's market likely to persist. Interested in Arthur J. Gallagher & Co.? Here are five stocks we like better. Arthur J. Gallagher & Co. Show less Read more
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