Arthur J Gallagher & Co (AJG) Stock Price & Analysis
AJG Stock Chart & Stats
- Day’s Range
- MXN 5,197.00 - MXN 5,197.00
- 52-Week Range
- MXN 3,539.34 - MXN 5,437.00
- Previous Close
- MXN 4,242.16
- Volume
- 0
- Average Volume (3M)
- 109
- Market Cap
- MXN 1.33T
- Enterprise Value
- MXN 71.47B
- Total Cash (Recent Filing)
- MXN 1.39B
- Total Debt (Recent Filing)
- MXN 2.02B
- Price to Earnings (P/E)
- 41.8
- Beta
- 0.21
- Next Earnings
- Jan 28, 2027 (Est.)
- EPS Estimate
- 52.25
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 0.79%
Bulls Say, Bears Say
Bulls Say
Durable Revenue Growth
AJG has expanded revenue substantially across brokerage and risk management, while recent organic growth is supported by new business, retention, exposure growth and diversified capabilities. This broad-based expansion strengthens the durability of its earnings base beyond acquisition effects.
Strong Cash Generation And Deleveraging
High free-cash-flow conversion gives AJG meaningful internal funding for acquisitions, technology investment and shareholder returns. Combined with sharply lower leverage and a larger equity base, strong cash generation improves financial flexibility and supports resilience through changing insurance conditions.
Integration And Acquisition Platform
The AssuredPartners integration is progressing with systems operating and client retention remaining strong, while targeted synergies provide a visible efficiency opportunity. AJG also retains substantial acquisition capacity, supporting continued scale, broader capabilities and potential cross-selling over time.
Bears Say
Recent Margin And Return Pressure
Although operating profitability remains solid, lower recent net margins and subdued return on equity indicate that earnings efficiency has weakened from earlier levels. If this pressure persists, it could reduce the benefit of revenue growth and constrain the returns generated on AJG's expanded capital base.
Competitive Property Market
Competitive property conditions can reduce premium growth and therefore constrain commission-based revenue even when client exposures remain stable. Persistent capacity and pricing pressure, particularly in catastrophe-exposed business, may also make growth and margin expansion more dependent on other lines.
AssuredPartners Growth Headwind
AssuredPartners is adding scale and synergies, but its slower organic growth than AJG's broader business may dilute the consolidated growth rate. This creates an ongoing integration-related headwind that could offset part of the benefits from cross-selling, productivity and acquisition expansion.
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Arthur J Gallagher & Co Stock 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.
- Sector
- Financial
- Industry
- Insurance - Brokers
- CEO
- J. Patrick Gallagher Jr.
- Employees
- 72,000
- Website
- www.ajg.com
- Address
- 2850 Golf Road, Rolling Meadows, IL, 60008-4050, US
Arthur J Gallagher & Co (AJG) Earnings & Revenues
AJG Earnings Call
Earnings Call SentimentPositive
The call was strongly positive overall. Gallagher reported robust revenue, earnings, organic growth and margin expansion; maintained a favorable 2026 outlook; highlighted strong AssuredPartners integration and synergies; and described positive client activity, acquisition opportunities and investments in technology and capabilities. The main challenges were competitive property pricing, delayed benefits projects caused by rising medical and prescription costs, a slower M&A environment, and a modest AssuredPartners-related organic growth headwind.
View all MX:AJG earnings summariesAJG Net sales Breakdown
- 87.45% Brokerage
- 12.54% Risk Management
- <0.01% Corporate
AJG Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 15 | 2 | 4 |
| Technical Analysis | 3 | 2 | 4 |
| Moving Averages | 12 | 0 | 0 |