The market expects Arthur J. Gallagher (AJG) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 24, 2024, might help the stock move higher if these key ...

文章核心观点 - 公司的Brokerage和Risk Management业务表现强劲,通过战略性收购抓住市场机遇,资本部署有效,预计未来将持续增长 [1] - 公司在过去24个季度内连续实现业绩超预期,保持良好的业绩表现 [1] - 公司专注于实现有机增长(尤其是国际业务)和外延式增长,并且在主要地区和产品线上保持良好的客户保有率和续保溢价,有利于未来增长 [1] - 公司预计2024年Brokerage和Risk Management业务的有机收入增长和调整后EBITDAC利润率将优于2023年水平 [1] 分组1 - Brokerage业务预计2024年有机增长7-9%,Risk Management业务预计2024年有机增长约9%,利润率约20.5% [2] - 公司收入地域分布广泛,国际业务占比约三分之一,未来国际业务占比有望进一步提升 [2] - 公司外延式增长表现出色,自2002年1月1日以来已完成725起收购,未来几年还有约5.5亿美元的收购管线 [2] 分组2 - 公司依靠良好的资本实力通过增加股息和回购股票向股东分配财富,过去三年股息复合增长率为7.7% [3] - 但公司的费用水平有所上升,导致利润率有所下降 [3] - 公司债务水平不断上升,债务资本比率有所恶化,利息费用增加,对公司业绩造成一定压力 [3] - 公司的资产收益率和投资资本回报率低于行业平均水平,反映了公司资本利用效率有待提高 [3] 分组3 - 同行Heritage Insurance、Palomar Holdings和CNO Financial Group的业绩表现也较为出色 [4][5][6][7] - Heritage Insurance通过合理定价、精选承保和发展超额和短缺(E&S)业务等方式实现增长,并通过再保险保护自身资产负债表 [4] - Palomar Holdings通过新业务拓展、现有业务续保率提升、定价改善和资本部署有效等方式实现增长,并通过风险转移策略降低收益波动性 [6] - CNO Financial Group专注于中低收入人群市场,通过独特的分销模式和丰富的产品线实现增长,同时持续投资技术以提高效率 [7]

For Immediate ReleaseChicago, IL – October 7, 2024 – Today, Zacks Equity Research Marsh & McLennan Co. (MMC) , Arthur J. Gallagher & Co. (AJG) , Brown & Brown, Inc. (BRO) and Willis Towers Watson Public Ltd. Co. (WTW) .Industry: Insurance BrokerageLink: https://www.zacks.com/commentary/2345862/4-insurance-brokerage-stocks-to-benefit-from-higher-demand?art_rec=quote-stock_overview-zacks_news-ID01-txt-2345862Better pricing, prudent underwriting, rising demand for insurance products and global expansion have b ...

Better pricing, prudent underwriting, rising demand for insurance products and global expansion have been driving revenues of Zacks Insurance Brokerage industry players. The fast-paced consolidations in this traditionally fragmented industry are expected to benefit Marsh & McLennan Companies (MMC) , Arthur J. Gallagher & Co. (AJG) , Brown & Brown, Inc. (BRO) and Willis Towers Watson Public Limited Company (WTW) .Increased digitization should help the industry to improve basis points, scale and efficiencies. ...

文章核心观点 - 公司Arthur J. Gallagher & Co.将于2024年10月24日发布第三季度财报 [1] - 公司将在当天举行财报电话会议 [1] - 公司总部位于伊利诺伊州罗林斯梅多斯,是一家全球性的保险经纪、风险管理和咨询服务公司 [2] - 公司在全球约130个国家提供相关服务,通过自有业务和通讯经纪人及顾问网络 [2] 公司概况 - 公司总部位于伊利诺伊州罗林斯梅多斯 [2] - 公司是一家全球性的保险经纪、风险管理和咨询服务公司 [2] - 公司在全球约130个国家提供相关服务,通过自有业务和通讯经纪人及顾问网络 [2] 财报发布和电话会议 - 公司将于2024年10月24日发布第三季度财报 [1] - 公司将在当天举行财报电话会议 [1] - 电话会议将通过公司网站www.ajg.com进行现场直播,并在会议结束后约两小时内在公司网站提供重播 [1]

Arthur J. Gallagher & Co.’s (AJG) alternative risk and capital solutions subsidiary, Artex, recently acquired RIBV Holdings, LLC, and its subsidiaries, collectively doing business as Risk International. The terms of the transaction have not been revealed yet.Fairlawn, OH-based Risk International boasts a leading advocate in the insurance industry and offers unique expertise as a risk management consultant and employee benefits advisor. It is an independent insurance risk management consultant and employee b ...

ROLLING MEADOWS, Ill., Oct. 2, 2024 /PRNewswire/ -- Arthur J. Gallagher & Co. today announced that its alternative risk and capital solutions subsidiary, Artex, has acquired Fairlawn, Ohio-based RIBV Holdings, LLC, and its subsidiaries, collectively doing business as Risk International. Terms of the transaction were not disclosed.Risk International provides outsourced risk management and employee benefits advisory services for private equity and corporate clients across the US. The Risk International team, ...

Shares of Arthur J. Gallagher (AJG) have rallied 31.1% year to date (YTD) compared with the industry’s growth of 27.3%. The Finance sector and the Zacks S&P 500 composite have returned 12% and 15%, respectively, in the same time frame. With a market capitalization of $64.55 billion, the average volume of shares traded in the last three months was 0.7 million.AJG Outperforms Industry, Sector & S&P YTDImage Source: Zacks Investment ResearchThe rally was driven by a strong performance of the Brokerage and Risk ...

ROLLING MEADOWS, Ill., Sept. 5, 2024 /PRNewswire/ -- With an increased focus on employee retention amidst a competitive job market and continued economic complexity, Gallagher's 2024 U.S. Career Wellbeing Report found that career development opportunities highly influence both employee engagement and retention. Although employers understand the importance of focusing on career wellbeing, only 35% reported an increase in focus, with many prioritizing the physical (42%), financial (47%), and emotional (64%) w ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for moment ...