Gallagher (ARTHUR J.) & Co. Stock Price, News & Analysis

Arthur J. Gallagher & Co (NYSE: AJG) announced on December 2, 2025 the acquisition of UK-based First Actuarial. Terms of the transaction were not disclosed. First Actuarial provides pension administration, employee benefits, consultancy and investment services to UK employers and pension trustees.

The existing First Actuarial team, led by David Joy, will remain in place and report under David Piltz, head of Gallagher's UK Benefits and HR Consulting Division. Gallagher said the deal expands its pension service capabilities in the UK and complements its employee benefits consulting operations. Gallagher operates in approximately 130 countries through owned operations and correspondent partners.

Arthur J. Gallagher & Co (NYSE:AJG) announced on November 4, 2025 the acquisition of Denver-based Surescape Insurance Services, LLC, a surety specialist serving the U.S. construction industry. Terms were not disclosed. Doug Rothey and his team will remain in Denver and will report to Bret VanderVoort, head of Gallagher's South Central retail property/casualty brokerage operations. Gallagher described the deal as deepening its construction brokerage and bonding capabilities. Gallagher operates in approximately 130 countries through owned operations and a correspondent broker network.

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%.