Inside the research

Arthur J. Gallagher & Co.

AJG Research profile · latest available data

Price overview

$231.10

▲ +3.97 (+1.7%)

52w hi$306.87
52w lo$190.85
Vol1.50M
As of25 Sep 2026

The Verdict

Hold

Our score +0.07

Short+0.11
Medium+0.05
Long+0.02

computed 2026-09-27

Key fundamentals

Arthur J. Gallagher & Co.

Financial Services · Insurance Brokers

Market cap$59.24B
Enterprise value$71.98B
Trailing P/E38.33x
Forward P/E15.55x
EV / EBITDA16.79x
P / S (ttm)3.92x
Profit margin10.4%
Return on equity6.7%
Revenue growth+30.9%
Earnings growth-10.7%
Debt / equity59.40

Layer Breakdown

LayerRawContribution
Fundamental+0.21
Sector+0.02
Technical-0.00
Earnings+0.00
Sentiment+0.10

macro × 1.00 · 2026-09-27

Business overview

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

Risk Metrics

Beta vs SPX0.19
Corr SPX0.11
Annual vol27.6%
Annual ret-5.0%
Sharpe-0.18
Max DD-44.9%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$267.11
High / Low$388.00 / $211.00
Median$265.00
Analysts19
Strong Buy4
Buy11
Hold7
Sell0
Strong Sell0

Recent rating actions

2026-05-06Citigroup→ Buy
2026-05-01Truist Securities→ Hold
2026-05-01Piper Sandler→ Neutral
2026-05-01Keefe, Bruyette & Woods→ Market Perform
2026-04-13Mizuho→ Outperform
2026-04-09Wells Fargo→ Overweight

Material Events

DateEvent8-K
2026-07-30Earnings Release, Reg FD Disclosureread
2026-07-29Other Material Eventread
2026-06-17Reg FD Disclosureread
2026-05-13Shareholder Voteread
2026-04-30Earnings Release, Reg FD Disclosure…read
2026-03-17Reg FD Disclosureread
2026-03-12Officer / Director Changeread
2026-01-29Earnings Release, Reg FD Disclosure…read
2025-12-16Reg FD Disclosureread
2025-10-30Earnings Release, Reg FD Disclosure…read
2025-09-18Reg FD Disclosureread
2025-08-18Acquisition / Disposition, Reg FD Disclosure…read

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-05Gallagher Patrick MurphyChief Operating OfficerGift23.80K—
2026-07-01Jain VishalVICE PRESIDENTOption exercise2.16K$496.49K
2026-07-01GALLAGHER THOMAS JOSEPHPresidentOption exercise352$80.80K
2026-07-01Pesch Michael RobertVice PresidentOption exercise356$81.68K
2026-06-02CARY RICHARD CController, CAOSell3.00K$618.00K
2026-06-01JOHNSON DAVID SGrant237$48.75K
2026-06-01Miskel Christopher C.Grant194$40.00K
2026-05-26Gallagher Patrick MurphyChief Operating OfficerGift14.70K—
2026-05-26GALLAGHER J PATRICK JRCEOGift14.70K—

Flow & Concentration

Insider 180d net-$618.00K
Insider buys / sells0 / 1
Insider biasNeutral
13F holders0
Top-5 share0.0%
HHI0 (—)

Dividends

Yield (TTM)0.58%
$ / share (TTM)$1.35
5y CAGR+7.6%

Annual dividend per share

2021$1.92
2022$2.04
2023$2.20
2024$2.40
2025$2.60
2026$0.70

Federal Contracts

AmountAgencyDescription
$5.72MDepartment of TransportationMARINE INSURANCE BROKERAGE AND FLEET PROTECTION&INDEMNITY INSURANCE SERVICES
$1.13MDepartment of TransportationPROTECTION & INDEMNITY (P&I) POLICY TO PROVIDE COVERAGE FOR ALL OF THE RISKS ASS
$125.00KSocial Security AdministrationTHIS IS AN ANNUAL RENEWAL OF ELECTRONIC LIBRARY SUBSCRIPTION ENTITLED GVISOR, WH
$50.00KDepartment of TransportationINSURANCE CONTRACTOR WILL PROVIDE SUPPORT IN THE FOLLOWING AREAS FOR OMF & MAR-7
$30.00KSocial Security AdministrationTHE PURPOSE OF THIS PO IS TO PROCURE A NEW BASE +4 OPTION YEAR CONTRACT FOR RENE

SEC Filings

DateFormDoc
2026-08-074view
2026-08-0510-Qview
2026-07-308-Kview
2026-07-298-Kview
2026-07-064view
2026-07-064view
2026-07-064view
2026-06-244view
2026-06-178-Kview
2026-06-024view
2026-06-024view
2026-06-024view
2026-05-284view
2026-05-284view
2026-05-134view

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%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$226.73$232.23$225.87$231.101.50M
Sep 24$230.72$233.19$226.26$227.131.77M
Sep 23$228.70$231.31$227.91$229.641.85M
Sep 22$236.29$236.60$226.79$230.451.62M
Sep 21$239.72$240.71$236.58$236.611.28M

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