Every material Form 8-K Arthur J. Gallagher & filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Arthur J. Gallagher & Co. reported its financial results for the third quarter ended September 30, 2026, showcasing revenue and net earnings growth across its brokerage and risk management segments. The company also disclosed share repurchased amounts and debt totals for the period, providing insight into its ongoing operational and capital allocation activities.
Total company reported revenues before reimbursements were $3,930 million for the third quarter of 2026 compared to $3,325 million for the third quarter of 2025.
Reported net earnings for the third quarter of 2026 were $406 million, or $1.55 per diluted share.
During the third quarter of 2026, the company repurchased approximately 0.4 million shares of its common stock for approximately $100 million.
As of September 30, 2026, the company had $9,550 million of borrowings from public debt, $2,683 million from private placements, and $630 million under its line of credit facility.
Arthur J. Gallagher & Co. said its Controller and Chief Accounting Officer, Richard C. Cary, will step down from that role effective September 30, 2026, and remain with the company as Corporate Vice President - Accounting until he retires in 2028. Kyle G. Koreyva, who joined through the AssuredPartners acquisition, will succeed him as principal accounting officer effective October 1, 2026, with no change to his compensation.
Richard C. Cary steps down as Controller and Chief Accounting Officer effective September 30, 2026; he has held the Controller role since 1997 and CAO role since 2001
Kyle G. Koreyva, age 42, succeeds Cary effective October 1, 2026
Koreyva previously served as AssuredPartners' Chief Accounting Officer from June 2024 and joined the company in August 2025 through the AssuredPartners acquisition
The company states Cary's departure is not due to any disagreement on financial statements, internal controls, operations, policies or practices
Arthur J. Gallagher & Co. reported second quarter 2026 results on July 30, 2026. Revenues before reimbursements rose to $3.96 billion from $3.18 billion, but reported net earnings fell to $324 million from $368 million and reported diluted EPS fell to $1.25 from $1.40, while adjusted diluted EPS rose to $2.84 from $2.30. Shareholders face a wide gap between reported and adjusted results, driven by company-defined adjustments such as $505 million of pretax Brokerage segment adjustments.
Revenues before reimbursements: $3,955 million in Q2 2026 vs. $3,179 million in Q2 2025
Diluted EPS: $1.25 reported vs. $1.40 a year earlier; $2.84 adjusted vs. $2.30
Q2 2026 pretax adjustments: $505 million Brokerage, $12 million Risk Management, $33 million Corporate
In Q2 2026 the company repurchased about 0.9 million shares for about $170 million
Arthur J. Gallagher & Co. reported first quarter 2026 results, with reported revenues before reimbursements of $4.7 billion, up from $3.7 billion, and reported net earnings of $823 million, up from $709 million. The company said the revenue increase reflected acquisitions and 5% organic growth, while lower interest income from the prior year weighed on its expense ratios. The CFO Commentary, which includes estimates for 2026, was made available on its website, but the filing does not state those estimates.
Total company reported revenues before reimbursements were $4,716 million versus $3,688 million a year earlier.
Diluted EPS as reported was $3.16 versus $2.72; adjusted diluted EPS was $4.47 versus $3.72.
Combined Brokerage and Risk Management organic revenue growth was 5%, according to CEO J. Patrick Gallagher, Jr.
In the first quarter of 2026, the company repurchased about 1.4 million shares for about $310 million.
Arthur J. Gallagher & Co. said director Sherry Barrat will retire from its Board of Directors, effective May 12, 2026, when she will not stand for reelection at the 2026 Annual Meeting of Stockholders. The company said her decision is not related to any disagreement on its operations, policies or practices, and the board will shrink from ten to nine members at that meeting.
Sherry Barrat informed the company of her retirement decision on March 6, 2026.
Retirement is effective May 12, 2026, upon election of directors at the 2026 Annual Meeting.
Board size will be reduced from ten to nine members at the conclusion of the annual meeting.
The company said her decision was not related to any disagreement with the company.
Gallagher reported fourth-quarter 2025 revenue before reimbursements of $3,586 million, up from $2,679 million a year earlier, and adjusted diluted EPS of $2.38, up from $2.16. Reported net earnings fell to $154 million from $258 million, and reported diluted EPS fell to $0.58 from $1.12, with the company citing acquisition integration, intangible amortization, workforce and lease termination, and legal, tax and benefit plan costs. For shareholders, top-line growth and adjusted profit rose, while reported profit declined.
Q4 2025 revenue before reimbursements: $3,586 million vs. $2,679 million in Q4 2024
Q4 2025 reported net earnings: $154 million vs. $258 million; reported diluted EPS $0.58 vs. $1.12
Q4 2025 adjusted diluted EPS: $2.38 vs. $2.16; full-year 2025 reported revenue $13,778 million vs. $11,401 million
CFO Commentary, posted on the investor relations page, includes estimates for 2026 and other future results
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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