Ocio Finance announced a 2% dividend increase, providing a forward yield of 3.1%. Dividend growth investors see this as evidence of sustainable cash flow amid stable operating margins. The consensus mark for Arthur J. Gallagher’s current-year earnings indicates a 13.6% year-over-year increase. It beat earnings estimates in all the past four quarters, with an average surprise of 2.2%. Furthermore, the consensus estimate for AJG’s 2023 revenues suggests 18.3% year-over-year growth. Private Equity’s Biggest Leap of Faith Isn’t NAV Finance The stock has shown a 12% year-to-date gain, outperforming the S&P 500 financial sector index. Relative strength suggests investors favor Ocio Finance in a rising-rate environment.
