Want to see AJG full AI Analyst Report?
AJG Stock Chart & Stats
$253.36
$5.59(2.26%)
At close: 4:00 PM EDT
$253.36
$5.59(2.26%)
Day’s Range― - ―
52-Week Range$190.75 - $313.55
Previous Close$252
Volume1.11M
Average Volume (3M)1.69M
Market Cap
$64.70B
Enterprise Value$72.14K
Total Cash (Recent Filing)$1.39B
Total Debt (Recent Filing)$2.02B
Price to Earnings (P/E)41.6
Beta0.39
Next Earnings
Oct 22, 2026EPS Estimate
3.08Next Dividend Ex-DateN/A
Dividend Yield1.07%
Share Statistics
EPS (TTM)6.10
Shares Outstanding256,300,000
10 Day Avg. Volume1,312,833
30 Day Avg. Volume1,689,801
Financial Highlights & Ratios
PEG Ratio-3.68
Price to Book (P/B)2.89
Price to Sales (P/S)4.83
P/FCF Ratio37.74
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$291.56Price Target Upside15.08% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering18
EPS Forecast (FY)13.25
Revenue Forecast (FY)$16.73B
Bulls Say, Bears Say
Bulls Say
Revenue GrowthSustained, material top-line expansion across 2021–TTM demonstrates durable demand for AJG’s brokerage and risk-management services and scale benefits. Persistent revenue growth underpins recurring fee/commission income, supports investment in tech and M&A, and provides a stable base for multi-year margin and cash-flow improvement initiatives.
Cash GenerationHigh and relatively consistent free cash flow conversion gives AJG durable financial flexibility: funds buybacks ($480M YTD), fund tuck‑ins, and support a stated ~$10B deployment capacity. Reliable FCF reinforces balance-sheet optionality for disciplined M&A and sustained capital returns over the next 2–6 months and beyond.
Improved LeverageMarked deleveraging and a larger equity base materially reduce financial risk and raise capacity for inorganic growth. Lower leverage improves resilience to underwriting cycles or claim shocks, lowers interest sensitivity, and meaningfully increases optionality to execute the sizable M&A and capital deployment plans management outlined.
Bears Say
Margin CompressionA decline in net margin versus the prior year signals pressure on profitability that can persist if mix shifts, higher costs, or pricing headwinds continue. Lower margins weaken cash-flow per dollar of revenue, constrain near-term reinvestment or buybacks, and reduce the cushion for absorbing integration or market shocks.
Falling ROEReturn on equity has trended lower as equity has grown faster than returns, indicating less efficient capital deployment. Persistently lower ROE can limit long-term shareholder value creation and implies management must either improve operating returns or pursue higher‑return uses of capital to justify retained earnings and future acquisitions.
M&A & Execution RiskAn industry valuation reset and slower deal cadence make inorganic growth more uncertain; integration/accounting complexities and multi-year AI efficiency timelines create execution risk. Delays or lower-than-expected synergies would reduce the anticipated earnings and cash-flow uplift from recent acquisitions.
AJG FAQ
What was Arthur J. Gallagher’s price range in the past 12 months?
Arthur J. Gallagher lowest stock price was $190.75 and its highest was $313.55 in the past 12 months.
What is Arthur J. Gallagher’s market cap?
Arthur J. Gallagher’s market cap is $64.70B.
When is Arthur J. Gallagher’s upcoming earnings report date?
Arthur J. Gallagher’s upcoming earnings report date is Oct 22, 2026 which is in 71 days.
How were Arthur J. Gallagher’s earnings last quarter?
Arthur J. Gallagher released its earnings results on Jul 30, 2026. The company reported $2.84 earnings per share for the quarter, beating the consensus estimate of $2.814 by $0.026.
Is Arthur J. Gallagher overvalued?
According to Wall Street analysts Arthur J. Gallagher’s price is currently Undervalued.
Does Arthur J. Gallagher pay dividends?
Arthur J. Gallagher pays a Quarterly dividend of $0.7 which represents an annual dividend yield of 1.07%. See more information on Arthur J. Gallagher dividends here
What is Arthur J. Gallagher’s EPS estimate?
Arthur J. Gallagher’s EPS estimate is 3.08.
How many shares outstanding does Arthur J. Gallagher have?
Arthur J. Gallagher has 256,300,000 shares outstanding.
What happened to Arthur J. Gallagher’s price movement after its last earnings report?
Arthur J. Gallagher reported an EPS of $2.84 in its last earnings report, beating expectations of $2.814. Following the earnings report the stock price went down -2.745%.
Which hedge fund is a major shareholder of Arthur J. Gallagher?
Currently, no hedge funds are holding shares in AJG
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Arthur J Gallagher & Co Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$291.56 (15.08% Upside)
$291.56 (15.08% Upside)
Blogger Sentiment
Bullish
AJG Sentiment 80%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 9.9M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $618.0K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 1.9%
Last 30 Days ▲ 3.9%
Last 30 Days ▲ 3.9%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-18.69%
12-Months-Change
Fundamentals
Return on Equity
1.07%
Trailing 12-Months
Asset Growth
2.10%
Trailing 12-Months
Company Description
Arthur J. Gallagher
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.
AJG Company Deck
AJG Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a predominantly positive operating and financial picture: strong revenue growth (24% total, 6% organic), continued adjusted EBITAC momentum, robust performance at Gallagher Bassett, successful M&A integration (AssuredPartners) with sizable synergy targets, and a healthy M&A pipeline and balance sheet capacity (~$10B). Management highlighted meaningful margin-expansion initiatives tied to productivity and AI with quantified longer-term upside. Offsetting items include Q2 property pricing softness (renewals down 10%), comparability noise from 2025 investment income, a broader industry M&A valuation reset with slightly lower deal cadence (~80% of historical), selective market pressures in cat-exposed property and reinsurance, and the multi-year timeline and execution risk to fully realize AI savings. Overall, positives and momentum materially outweigh the challenges noted, which are largely manageable and/or already acknowledged in guidance.View all AJG earnings summariesAJG Revenue Breakdown
87.45% Brokerage
12.54% Risk Management
<0.01% Corporate

AJG Stock 12 Month Forecast
All Analysts
Top Analysts
Average Price Target
$291.56
▲(15.08% Upside)
Technical Analysis
1 Day
3 Days
1 Week
1 Month
Ownership Overview
0.98% Insiders
34.10% Mutual Funds
5.10% Other Institutional Investors
34.57% Public Companies and
Individual Investors








