Arthur J. Gallagher & Co

AJG

Market cap $66.4B

Despite pockets of earnings strength across the financials sector, the broader 2026 backdrop remains challenging. Sticky inflation, elevated asset valuations, regulatory uncertainty, and shifting investor sentiment have narrowed the margin for error, even for well-established companies. As seen with Fiserv's abrupt selloff last quarter, downside risk can materialize quickly when high expectations are not met.

ROLLING MEADOWS, Ill., Jan. 8, 2026 /PRNewswire/ -- Arthur J.

Arthur J. Gallagher stock gains on the back of strategic acquisitions, solid retention and improving renewal premiums, as well as financial flexibility.

Arthur J. Gallagher & Co. (AJG) Discusses Competitive Position and Two-Pronged Growth Strategy Through Organic and M&A Approaches Transcript

Arthur J. Gallagher & Co. is a leading global insurance brokerage, thriving in a less crowded, undervalued segment of the market. AJG's aggressive M&A strategy, highlighted by the $13.8 billion AssuredPartners acquisition, is expected to drive double-digit adjusted EPS growth through 2027. Trading at a forward P/E of 18.9, AJG is 20% below its 10-year average, with a fair value estimate of $309 per share.

ROLLING MEADOWS, Ill. , Dec. 3, 2025 /PRNewswire/ -- Arthur J.

ROLLING MEADOWS, Ill. , Dec. 2, 2025 /PRNewswire/ -- Arthur J.

The Virtus Silvant Mid-Cap Growth Fund returned +5.43% (Class INST) for the quarter, compared to the Russell Midcap Growth Index's return of +2.78%. Palantir Technologies (PLTR) and Roblox (RBLX) were among the top stock contributors. Fair Isaac Corp. (FICO) and Verisk Analytics (VRSK) were among the largest stock detractors.

Fiserv (FI) leads decliners with a 49% drop, driven by leadership turmoil, weak consumer spending, and a downgraded quant rating to 'Strong Sell.' Alexandria Real Estate (ARE) and Robert Half (RHI) suffer from sector-specific headwinds, with ARE hurt by biotech weakness and RHI by declining revenue and a negative outlook. Molina Healthcare (MOH) and Baxter (BAX) face earnings cuts and operational challenges, making both stocks unattractive despite low valuations or previous growth reputations.

ROLLING MEADOWS, Ill. , Nov. 4, 2025 /PRNewswire/ -- Arthur J.