The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Friday, August 14, 2026

Subject of the day

AJG

Concerning the House

Arthur J. Gallagher & Co., together with its subsidiaries, provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services to entities and individuals worldwide. The company operates in Brokerage and Risk Management segments. Its Brokerage segment offers retail and wholesale insurance and reinsurance brokerage services; assists retail brokers and other non-affiliated brokers in the placement of specialized and hard-to-place insurance; and acts as a brokerage wholesaler, managing general agent, and managing general underwriter for distributing specialized insurance coverages to underwriting enterprises. This segment performs activities, including marketing, underwriting, issuing policies, collecting premiums, appointing and supervising other agents, paying claims, and negotiating reinsurance; and offers services in the areas of insurance and reinsurance placement, risk of loss management, and management of employer sponsored benefit programs. The Risk Management segment provides contract claim settlement and administration services; and claims management, loss control consulting, and insurance property appraisal services. The company offers its services through a network of correspondent brokers and consultants. It serves commercial, industrial, public, religious, and nonprofit entities, as well as underwriting enterprises. The company was founded in 1927 and is headquartered in Rolling Meadows, Illinois.

United States · www.ajg.com

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$13.94B+15.3%
Net income$1.49B+21.8%
Cash from ops$2.58B+24.5%
Quotation

$253.49

-1.97 (-0.8%)

52w hi$307.69
52w lo$191.36
Vol791.63K
As ofAug 13
The Verdict

Hold

Our score +0.37

Short+0.36
Medium+0.45
Long+0.25

computed 2026-08-13

By the Numbers

Arthur J. Gallagher & Co.

Financial Services · Insurance Brokers

Market cap$64.98B
Enterprise value$78.22B
Trailing P/E42.04x
Forward P/E17.03x
EV / EBITDA18.24x
P / S (ttm)4.30x
Profit margin10.4%
Return on equity6.7%
Revenue growth+30.9%
Earnings growth-10.7%
Debt / equity59.40
Risk Metrics
Beta vs SPX0.17
Corr SPX0.10
Annual vol26.8%
Annual ret-1.9%
Sharpe-0.07
Max DD-44.9%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.20
Sector+0.09
Technical+0.28
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$256.35$257.12$250.00$253.49791.63K
Aug 12$250.00$256.29$248.11$255.461.48M
Aug 11$248.98$256.20$247.00$253.511.65M
Aug 10$247.00$252.86$245.33$252.431.28M
Aug 7$247.96$252.04$246.29$248.121.13M