Arthur J. Gallagher & Co

AJG

Market cap $56.9B

Netflix outperformed during the period as investor concerns around a potential acquisition of Warner Bros. Discovery subsided. Microsoft lagged during the quarter despite reporting strong underlying results, as investor focus remained on slightly softer Azure growth and elevated AI-related investment. We believe Alnylam Pharmaceuticals' differentiated platform and growing pipeline position it well for sustained long-term growth.

ROLLING MEADOWS, Ill., April 16, 2026 /PRNewswire/ -- Arthur J.

During the quarter, we initiated new positions in Semtech, Tradeweb Markets and SiTime. We also added to Edwards Lifesciences, Waters and Arthur J. Gallagher during the quarter. We ended our investment campaigns in Ares, CCC Intelligent Solutions and Parsons during the quarter.

Arthur J. Gallagher & Co. is a dominant global insurance broker, delivering 20 consecutive quarters of double-digit revenue growth and executing transformative M&A. AJG's integration of AssuredPartners is ahead of schedule, targeting $160 million in 2026 synergies, with a further $100–$120 million by 2028, supporting robust EPS growth. Shares trade at a forward P/E of 15.6, a significant discount to the 10-year average of 24, with a fair value estimate of $299, implying a 29% upside.

ROLLING MEADOWS, Ill., April 9, 2026 /PRNewswire/ -- Arthur J.

ROLLING MEADOWS, Ill., April 7, 2026 /PRNewswire/ -- Arthur J.

CHICAGO, April 07, 2026 (GLOBE NEWSWIRE) -- Byline Bank has been recognized as a Best-in-Class Employer, as outlined in Gallagher's 2025 U.S. Benefits Strategy & Benchmarking Survey, for implementing effective strategies and achieving measurable outcomes, such as cost reductions and enhanced employee well-being. This prestigious honor underscores Byline's dedication to fostering a workplace where employees thrive through innovative strategies that prioritize health, financial confidence and career growth—all while maintaining a sustainable cost structure.

ROLLING MEADOWS, Ill., April 7, 2026 /PRNewswire/ -- New analysis from Gallagher, the global insurance and risk management consultancy, shows that as UK employees age, their benefit selections evolve from lifestyle focused offerings to protection and health-focused benefits in later life.

Hyperscales are increasingly tapping private credit and debt markets to finance the build-out of AI data centers. The huge sums of money flowing into the sector pose both risks and rewards for insurers and lenders.

Arthur's acquisition spree drives more than 20% revenue growth, with 31 deals in 2025 and a strong pipeline fueling expansion into 2026.