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AJG Stock Chart & Stats
$260.15
$5.59(2.26%)
At close: 4:00 PM EDT
$260.15
$5.59(2.26%)
Day’s Range― - ―
52-Week Range$190.75 - $313.55
Previous Close$252
Volume1.11M
Average Volume (3M)1.33M
Market Cap
$59.23B
Enterprise Value$72.14K
Total Cash (Recent Filing)$1.39B
Total Debt (Recent Filing)$2.02B
Price to Earnings (P/E)37.9
Beta0.43
Next Earnings
Oct 22, 2026EPS Estimate
3.02Next Dividend Ex-DateN/A
Dividend Yield1.19%
Share Statistics
EPS (TTM)6.10
Shares Outstanding256,300,000
10 Day Avg. Volume1,469,977
30 Day Avg. Volume1,330,151
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
$292.00Price Target Upside12.24% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering15
EPS Forecast (FY)13.19
Revenue Forecast (FY)$16.64B
Bulls Say, Bears Say
Bulls Say
Organic GrowthSustained organic growth indicates AJG is expanding through client wins, retention, exposure growth, and service breadth rather than relying only on insurance pricing. This supports durable revenue momentum and demonstrates resilience as rate-driven industry tailwinds moderate.
Margin And Cash GenerationStrong conversion of earnings into free cash flow gives AJG internal funding for acquisitions, technology, debt management, and shareholder returns. The TTM improvement reinforces the brokerage model’s cash-generative quality, even though annual cash-flow growth has varied.
M&A SynergiesThe AssuredPartners integration provides a defined source of future operating leverage, while the acquisition pipeline can broaden client relationships and service capabilities. Successful execution would compound scale benefits and support revenue and margin growth beyond internal production.
Bears Say
Property Pricing PressureLower property pricing reduces the rate contribution to commission growth and can pressure near-term organic expansion in affected lines. Continued softness would make AJG more dependent on new business, retention, exposure growth, and acquisitions to sustain revenue momentum.
Lower Recent ReturnsRecent margin and return-on-equity pressure suggests that revenue growth is not converting into profitability at prior peak levels. If the compression persists, it could limit earnings compounding and reduce the efficiency of capital invested in ongoing expansion.
Tax-Shield DependenceAJG’s currently low cash-tax burden supports free cash flow, but the benefit depends on tax shields that may diminish or require further acquisitions and credits. A higher future cash-tax rate could reduce funds available for investment, buybacks, and integration spending.
AJG FAQ
What was Arthur J Gallagher & Co’s price range in the past 12 months?
Arthur J Gallagher & Co lowest stock price was $190.75 and its highest was $313.55 in the past 12 months.
What is Arthur J Gallagher & Co’s market cap?
Arthur J Gallagher & Co’s market cap is $59.23B.
When is Arthur J Gallagher & Co’s upcoming earnings report date?
Arthur J Gallagher & Co’s upcoming earnings report date is Oct 22, 2026 which is in 25 days.
How were Arthur J Gallagher & Co’s earnings last quarter?
Arthur J Gallagher & Co 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 & Co overvalued?
According to Wall Street analysts Arthur J Gallagher & Co’s price is currently Undervalued.
Does Arthur J Gallagher & Co pay dividends?
Arthur J Gallagher & Co pays a Quarterly dividend of $0.7 which represents an annual dividend yield of 1.19%. See more information on Arthur J Gallagher & Co dividends here
What is Arthur J Gallagher & Co’s EPS estimate?
Arthur J Gallagher & Co’s EPS estimate is 3.02.
How many shares outstanding does Arthur J Gallagher & Co have?
Arthur J Gallagher & Co has 256,300,000 shares outstanding.
What happened to Arthur J Gallagher & Co’s price movement after its last earnings report?
Arthur J Gallagher & Co 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 & Co?
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:
$292.00 (12.24% Upside)
$292.00 (12.24% Upside)
Blogger Sentiment
Bullish
AJG Sentiment 100%
Sector Average 60%
Sector Average 60%
Hedge Fund Trend
Increased
By 5.8M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $7.6M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 1.9%
Last 30 Days ▲ 8.3%
Last 30 Days ▲ 8.3%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-22.85%
12-Months-Change
Fundamentals
Return on Equity
1.19%
Trailing 12-Months
Asset Growth
2.10%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
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.
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
Average Price Target
$292.00
▲(12.24% Upside)
Technical Analysis
Ownership Overview
0.99% Insiders
34.10% Mutual Funds
26.94% Other Institutional Investors
13.25% Public Companies and
Individual Investors









