Arthur J. Gallagher & Co.

AJG • Insurance - Brokers

$262.69

▼ -3.97 (-1.49%)

Current price

EarningsLatest report: Jun 30, 2026

BALANCED PROFILENeutralConfidence: 70%

Quantitative profile — not an investment recommendation.

Quantitative profile — not an investment recommendation.Methodology

Analysis thesis: Mixed profile. The company is not automatically unattractive, but valuation, growth, or balance-sheet evidence does not yet justify a stronger signal.

Market Cap

$67.95B

Growth

8.2%

Cash Flow

5/5

Trend

Stable

Evidence

Stable or improving margins · 10.7%Positive revenue growth · 7.2%Positive free cash flow · 6.86Consistent free cash flow · 5/5Manageable debt level · 0.6

Financial data as of: Jun 30, 2026, 12:00 AM UTCLast earnings update: Jun 30, 2026, 12:00 AM UTCLast profile update: Aug 7, 2026, 12:13 PM UTC

Company Snapshot

Key valuation, quality, financial strength, momentum and analyst data.

Price$262.69

Change-1.49%

Shares Out258.69M

Market Cap$67.95B

Enterprise Value$68.58B

52W Range190.75 - 313.55

Beta0.51

P/E43.32

P/S4.31

P/B2.87

P/FCF36.49

EV/Sales4.35

Price$262.69

Change-1.49%

Shares Out258.69M

Market Cap$67.95B

Enterprise Value$68.58B

52W Range190.75 - 313.55

Beta0.51

P/E43.32

P/S4.31

P/B2.87

P/FCF36.49

EV/Sales4.35

EV/EBITDA17.16

EV/FCF36.83

Earnings Yield2.31%

FCF Yield2.74%

Dividend Yield0.76%

Gross Margin54.75%

Oper. Margin18.28%

Profit Margin10.72%

Debt/Eq0.60

Current Ratio1.06

Quick Ratio1.06

Revenue 5Y8.18%

Target$284.50

Target Upside8.30%

Target Median$291.00

Target Range225.00 - 300.00

Volume1.06M

Avg Volume1.79M

EPS Surprise0.04

Investment DNA

How strong this company looks for long-term investors

out of 100

Business Quality

Margins, moat, returns

72/100

Financial Strength

Debt, cash, stability

61/100

Growth Potential

Revenue and expansion

51/100

Price Attractiveness

Cheap or expensive today

48/100

Why this score▼

Stable or improving margins · 10.7%Positive revenue growth · 7.2%Positive free cash flow · 6.86Consistent free cash flow · 5/5Manageable debt level · 0.6Expensive earnings multiple · 45.1

Analyst view

Analyst sentiment and price target

AJG

Analyst sentiment

Based on 29 analyst votes · 2026-09-05

81/100

Bullish

Hold

Bearish

Price Target

2026-08-07

Low

$225.00

Mean

$278.89

Median

$287.00

High

$300.00

Company Overview

IPO: 6/20/1984

Industry: Insurance - Brokers

P/B i: 2.87

Debt / Equity i: 0.60

Operating Margin: 18.28%

Net Margin: 10.72%

ROE i: -

ROIC: -

Financial Health

Score12 / 20

Debt / Equity: 0.60

Current Ratio: 1.06

Quick Ratio: 1.06

Status: Good

Insider Transactions

Recent executive and insider activity

Pesch Michael Robert

Transaction: 07/01/2026

SELL

Change

—

Price

Not reported

Filing

07/06/2026

Type

SELL

Pesch Michael Robert

Transaction: 07/01/2026

BUY

Change

—

Price

$229.57

Filing

07/06/2026

Type

BUY

GALLAGHER THOMAS JOSEPH

Transaction: 07/01/2026

SELL

Change

—

Price

Not reported

Filing

07/06/2026

Type

SELL

Insider	Type	Change	Price	Transaction	Filing
Pesch Michael Robert	SELL	—	Not reported	07/01/2026	07/06/2026
Pesch Michael Robert	BUY	—	$229.57	07/01/2026	07/06/2026
GALLAGHER THOMAS JOSEPH	SELL	—	Not reported	07/01/2026	07/06/2026
GALLAGHER THOMAS JOSEPH	BUY	—	$229.57	07/01/2026	07/06/2026
Jain Vishal	SELL	—	Not reported	07/01/2026	07/06/2026
Jain Vishal	BUY	—	$229.57	07/01/2026	07/06/2026
HOWELL DOUGLAS K	SELL	—	Not reported	06/22/2026	06/24/2026
CARY RICHARD C	SELL	-3,000	$206.00	06/02/2026	06/02/2026
Miskel Christopher C.	BUY	—	$206.10	06/01/2026	06/02/2026
JOHNSON DAVID S	BUY	—	$206.10	06/01/2026	06/02/2026
GALLAGHER J PATRICK JR	SELL	-14,698	Not reported	05/26/2026	05/28/2026
Gallagher Patrick Murphy	BUY	+14,698	Not reported	05/26/2026	05/28/2026
ROSENTHAL NORMAN L	BUY	+1,110	Not reported	05/12/2026	05/13/2026
NICOLETTI RALPH J	BUY	+1,110	Not reported	05/12/2026	05/13/2026
Miskel Christopher C.	BUY	+1,110	Not reported	05/12/2026	05/13/2026
JOHNSON DAVID S	BUY	+1,110	Not reported	05/12/2026	05/13/2026
Harries Richard de Winton Wilkin	BUY	+1,110	Not reported	05/12/2026	05/13/2026
Coldman David John	BUY	+1,110	Not reported	05/12/2026	05/13/2026
Clarke Teresa Hillary	BUY	+1,110	Not reported	05/12/2026	05/13/2026
Caplan Deborah H	BUY	+1,110	Not reported	05/12/2026	05/13/2026

About the Company

Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co., alongside its various subsidiaries, operates globally, providing a wide array of services that encompass insurance brokerage, expert consulting, and outsourced claims settlement and administration. Its geographic reach extends across the United States, Australia, Bermuda, Canada, the Caribbean, New Zealand, India, and the United Kingdom. The company's business model is divided into two primary segments: Brokerage and Risk Management. The Brokerage division manages both retail and wholesale insurance operations. It also supports other brokers, including independent ones, in securing specialized or hard-to-place insurance coverage. This segment functions as a wholesale broker, managing general agent (MGA), and managing general underwriter (MGU) to distribute tailored insurance products to underwriting firms. Key activities within this segment include marketing, underwriting, policy issuance, premium collection, agent recruitment and supervision, claims payment, and reinsurance negotiations. It delivers essential brokerage and consulting solutions to a diverse client base, from commercial businesses, non-profit organizations, and public entities to individuals, specializing in insurance placement, managing loss exposure, and overseeing employer-sponsored benefit programs. The Risk Management segment focuses on offering contract-based claims settlement and administration services to businesses and public sector organizations. Its services also include comprehensive claims management, specialized loss control consulting, and independent insurance property appraisals. Arthur J. Gallagher & Co. delivers its extensive services through a broad network of associated insurance brokers and consultants. Its clientele is varied, serving commercial, industrial, public, religious, and non-profit organizations. The company was founded in 1927 and maintains its corporate headquarters in Rolling Meadows, Illinois.

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Peers

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1Y peer performance

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Latest news

Alley Investment Management Company LLC Decreases Stake in Arthur J. Gallagher & Co. $AJG

Alley Investment Management Company LLC cut its stake in Arthur J. Gallagher and Co. (NYSE: AJG) by 55.6% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,809 shares of the financial services provider's stock after selling 12,286 shares during the

Defense World

Arthur J. Gallagher & Co. to Host Regularly Scheduled Quarterly Investor Meeting with Management

ROLLING MEADOWS, Ill., Sept. 3, 2026 /PRNewswire/ -- Arthur J.

PRNewsWire

3 Insurance Brokerage Stocks Find New Growth Drivers as Rates Fade

Organic growth for brokerage stocks like WTW, AJG and AON remains resilient as softer insurance pricing shifts the focus to underlying business activity.

Zacks Investment Research

AJG's Organic Growth Resilience Supports Long-Term Expansion

Arthur J. Gallagher's durable organic growth, margin expansion and AssuredPartners integration support its outlook as insurance pricing moderates.

Zacks Investment Research

16% And Climbing, Why Fundamentals Matter: Arthur J. Gallagher

Arthur J. Gallagher remains a Buy, driven by robust organic growth and disciplined M&A, validating my long-term investment thesis. Q2 2026 revenue grew 24.4% to $3.96B, with adjusted EPS up 23.5% to $2.84, both fueled by acquisitions and 6% organic growth. AJG trades at a 20% discount to my $313 fair value estimate, offering a 34% potential upside through 2027 if growth projections hold.

Seeking Alpha

Earnings Surprises

Period	Estimate	Actual	Surprise
2026-04-30	4.43	4.47	0.04
2026-01-29	2.35	2.38	0.03
2025-10-30	2.51	2.32	-0.19
2025-07-31	2.36	2.33	-0.03
2025-05-01	3.57	3.67	0.1
2025-01-30	2.03	2.13	0.1
2024-10-24	2.26	2.26	0
2024-07-25	2.24	2.26	0.02
2024-04-25	3.41	3.49	0.08
2024-01-25	1.83	1.85	0.02
2023-10-26	1.94	2	0.06
2023-07-27	1.86	1.9	0.04