Property & Casualty Insurance

Business

Gallagher Posts Strong Q4 Growth, Eyes M&A Expansion Amid Stable Casualty Market

Arthur J. Gallagher & Co. reported robust revenue growth exceeding 30% for the fourth quarter of 2025, driven by a healthy mergers and acquisitions pipeline and resilient performance in key sectors. Leadership expressed confidence in navigating a softening property insurance market while maintaining stable casualty pricing and talent retention.

Jan 30, 2026

Business

American Financial Group Set to Report Q4 Earnings Amid Volatile Insurance Sector

American Financial Group (AFG) is scheduled to release its fourth-quarter earnings after the market closes on Tuesday, with analysts anticipating flat revenue growth. The report comes as the property & casualty insurance sector faces headwinds from policy uncertainty and market volatility.

Feb 2, 2026

Business

The Hanover Insurance Group Q4 Earnings Preview: Can It Break the Revenue Miss Streak?

As The Hanover Insurance Group prepares to report its fourth-quarter results, investors are watching to see if the property and casualty insurer can meet revenue expectations in a volatile market. With peers like Travelers and Progressive already posting solid numbers, the pressure is on.

Feb 2, 2026

Business

Gallagher Posts Strong Q4 Earnings, but Truist Cuts Price Target Amid Sector Valuation Concerns

Insurance brokerage giant Arthur J. Gallagher reported robust fourth-quarter profit growth, driven by resilient demand. However, Truist Securities has lowered its price target on the stock, citing valuation pressures across the property & casualty brokerage sector.

Feb 2, 2026

Business

Gallagher Closes Strong 2025, Eyes Sustained Growth Amid Evolving Insurance Landscape

Arthur J. Gallagher & Co. reported robust fourth-quarter and full-year 2025 results, driven by a dual organic and acquisition growth strategy. The insurance broker sees continued momentum into 2026, navigating a mixed pricing environment and leveraging its recent mega-merger with Assured Partners.

Jan 30, 2026

Business

Brown & Brown Shares Face Headwinds as BMO Capital Trims Price Target Amid Mixed Q4 Signals

Insurance brokerage giant Brown & Brown sees a key price target cut to $81 following its fourth-quarter earnings, which revealed robust fee growth but concerns over slowing organic revenue expansion.

Feb 2, 2026

Business

The Hartford Posts Record 2025 Earnings, Driven by Robust Insurance Margins and AI-Powered Growth

The Hartford Financial Services Group reported stellar full-year 2025 results, with core earnings reaching $3.8 billion and a return on equity of 19.4%. Strong performance across Business, Personal, and Employee Benefits insurance segments, coupled with strategic investments in AI and digital capabilities, positions the insurer for sustained market leadership.

Jan 30, 2026

Business

Selective Insurance Posts Strong 2025, Eyes Further Margin Gains Amid Commercial Auto Challenges

Selective Insurance Group reported robust profitability and investment returns for 2025, driven by disciplined underwriting actions. While celebrating an 18% book value growth, management detailed significant reserve strengthening in commercial auto and outlined a confident outlook for 2026, the year of its centennial.

Jan 30, 2026

World

A Nation Preparing for the Inevitable: Zimbabwe's Funeral Insurance Boom Overshadows Healthcare Crisis

In Zimbabwe, where formal employment is scarce and medical costs are prohibitive, a stark financial choice is being made: affordable funeral policies are vastly outpacing health insurance, reflecting a cultural prioritization of dignified burials over accessible healthcare.

Feb 2, 2026

Business

Giverny Capital Bets on Insurance Platform TWFG Amid Tech-Driven Market Headwinds

Investment firm Giverny Capital highlights insurance distributor TWFG as a key holding in its latest letter, revealing a challenging year where its value-focused strategy lagged the AI-fueled market rally.

Feb 2, 2026

Business

SCOR Bolsters European Cyber Insurance Reach Through Lloyd's Partnership with Baobab

French reinsurer SCOR has expanded its underwriting capacity for Baobab Insurance's cyber policies in Germany and Austria, now covering companies with annual revenues up to €1 billion, marking a strategic push into Europe's industrial cyber risk market.

Feb 2, 2026

Business

Beyond the Headline Drop: Five Analyst Probes That Defined Brown & Brown's Volatile Quarter

Despite posting robust year-over-year growth, Brown & Brown's Q4 revenue miss triggered a sharp sell-off. The earnings call revealed deeper pressures, from integration challenges and talent poaching to market normalization, setting the stage for a pivotal 2024.

Feb 2, 2026

Business

Marsh McLennan Launches 'Secure Harbor' to Anchor Senior Living Sector Amid Insurance Storm

Marsh McLennan Agency unveils a group captive insurance solution designed specifically for senior living communities, aiming to provide stable liability coverage and risk management support in a challenging market.

Feb 2, 2026

Business

Insider Buying Spree at Sing Investments & Finance Signals Boardroom Confidence

A cluster of insider purchases at Singapore-listed Sing Investments & Finance is drawing investor attention, as executives put their own money behind the company's stock. Analysts view such coordinated buying as a potentially bullish signal, though caution it's just one piece of the investment puzzle.

Feb 2, 2026

Business

Ryan Specialty's Cash Engine: Strong Growth and Undervalued Potential in Specialty Insurance

Ryan Specialty Holdings is delivering robust organic growth and industry-leading cash flow, yet its market valuation may not fully reflect this operational strength. Analysts point to its disciplined reinvestment strategy as a key differentiator in the specialty insurance sector.

Jan 31, 2026

Business

Marsh & McLennan Beats Q4 Estimates as Digital and AI Investments Offset Market Pressures

The global professional services giant reported stronger-than-expected fourth-quarter results, with revenue climbing 8.7% to $6.60 billion. Strategic investments in digital infrastructure and artificial intelligence are credited for driving growth despite headwinds in insurance pricing.

Jan 30, 2026

Business

China Life Insurance Recalibrates Strategy: Board Reshuffle and $1.2 Billion Partnership Signal New Capital Focus

China Life Insurance announces governance changes and a major investment partnership, highlighting a strategic pivot towards long-term, related-party investments amidst evolving regulatory landscapes in Asia's insurance sector.

Jan 30, 2026

Business

Webber Wentzel and Blake Cassels & Graydon Dominate 2025 Mining M&A Legal Advisory Ranks

New data reveals a two-horse race in mining sector legal advisory, with Webber Wentzel leading by total deal value and Blake Cassels & Graydon topping the charts by number of transactions in a year marked by megadeals.

Feb 2, 2026

Business

Insider Bets Pay Off Despite Bed Bath & Beyond's Stock Slide

While Bed Bath & Beyond shares fell 13%, insiders who bought in the last year remain in profit, highlighting a potential disconnect between internal confidence and market sentiment.

Feb 2, 2026

Business

Church & Dwight's Valuation Puzzle: Is the Consumer Staples Giant Overpriced or Undervalued?

A deep dive into the conflicting signals from Church & Dwight's stock valuation. While a discounted cash flow model suggests a significant discount, its premium P/E ratio tells a different story, leaving investors to weigh pricing power against market expectations.

Feb 2, 2026