Arthur J. Gallagher & Co.
AJG
NYSE·Financial Services·Insurance - Brokers·Mkt cap $67.5B
$262.69
▼ -1.49%
P/E
43.42
Mkt Cap
$67.5B
52-Wk Range
$190.75–$313.55
52-Week Range
$190.75 - $313.55
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 12.2% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Extensive global insurance network
- Specialized risk management expertise
- Diversified service portfolio
- Strong client relationship management
Bear Case
2 risks
- Low volatility (beta 0.5).
- Premium valuation to Insurance Brokers & Agencies peers
Growth
Stable outlook
Digital transformation of insurance services
Value
Premium valuation to Insurance Brokers & Agencies peers
Momentum
Hot
+23.6% over 3m
Quality
Excellent
Strong fundamentals
Dividend
Modest
1.03% yield
Smart-money signal
Who's buying AJG right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
JUL 30, 2026
Reported EPS of $2.84 vs $2.81 consensus (+1.1% surprise). Revenue of $4.0B vs $4.0B expected (-1.3%).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+1.1%
Revenue trend · last 8Q
—
+11%
+13%
+14%
+24%
+39%
+28%
+24%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$2.7B
$2.6B
$3.7B
$3.2B
$3.4B
$3.6B
$4.8B
$4.0B
Margins · last 8Q
Gross
80.9%
Operating
14.7%
Profit
8.1%
Wall Street consensus
12 analysts · 75% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
75%
Hold
25%
Sell
0%
Median Price Target
—
Latest: Morgan Stanley · Aug 10, 2026
vs Industry
How AJG stacks vs Insurance - Brokers
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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