A

    Arthur J Gallagher & Co (AJG)

    Official site

    FINANCIAL SERVICES • INSURANCE BROKERS • NYSE

    $262.21
    -5.35 (-2.00%)

    Market Cap: $68.59B

    Last updated: Sep 01, 2026 at 10:00 AM ET

    Earnings

    Performance (10Y)

    Beat Rate
    88%(35/40)
    Avg Surprise
    +3.84%
    Streak
    3 Q

    Upcoming Estimates

    Sep 30, 2026
    EPS Consensus$3.06
    Range$2.95 - $3.27
    20 analysts
    EPS RevisionsNo revisions (7d)
    9
    7
    30d
    EPS Estimate Drift
    90d ago$3.09+0.8%
    60d ago$3.07+0.3%
    30d ago$3.08+0.5%
    7d ago$3.06-0.0%
    Current$3.06
    Revenue Consensus
    $4.0B
    Range$4.0B - $4.0B
    2 analysts
    Dec 31, 2026
    EPS Consensus$2.88
    Range$2.62 - $3.20
    21 analysts
    Revenue Consensus
    $3.9B
    Range$3.8B - $4.0B
    6 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$2.88---
    Sep 26EST
    		-$3.06---
    Jun 26
    		$2.84$2.84+0.00%Beat+21.9%
    Mar 26
    		$4.47$4.43+0.90%Beat+21.8%
    Dec 25
    		$2.38$2.35+1.28%Beat+11.7%
    Sep 25
    		$2.32$2.54-8.66%Miss+2.7%
    Jun 25
    		$2.33$2.36-1.27%Miss+3.1%
    Mar 25
    		$3.67$3.58+2.51%Beat+5.2%
    Dec 24
    		$2.13$2.03+4.93%Beat+15.1%
    Sep 24
    		$2.26$2.27-0.44%Miss+13.0%
    Jun 24
    		$2.26$2.24+0.89%Beat+18.9%
    Mar 24
    		$3.49$3.41+2.35%Beat+15.2%
    Dec 23
    		$1.85$1.85+0.00%Beat+20.1%
    Sep 23
    		$2.00$1.95+2.56%Beat+16.3%
    Jun 23
    		$1.90$1.86+2.15%Beat+11.8%
    Mar 23
    		$3.03$2.99+1.34%Beat+7.8%
    Dec 22
    		$1.54$1.50+2.67%Beat+57.1%
    Sep 22
    		$1.72$1.66+3.61%Beat+29.3%
    Jun 22
    		$1.70$1.68+1.19%Beat+45.3%
    Mar 22
    		$2.81$2.76+1.81%Beat+39.1%
    Dec 21
    		$0.98$0.95+3.16%Beat+11.4%
    Sep 21
    		$1.33$1.21+9.92%Beat+23.1%
    Jun 21
    		$1.17$1.07+9.35%Beat+24.5%
    Mar 21
    		$2.02$1.84+9.78%Beat+10.4%
    Dec 20
    		$0.88$0.78+12.82%Beat+51.7%
    Sep 20
    		$1.08$0.92+17.39%Beat+35.0%
    Jun 20
    		$0.94$0.73+28.77%Beat+44.6%
    Mar 20
    		$1.83$1.73+5.78%Beat+12.3%
    Dec 19
    		$0.58$0.52+11.54%Beat+9.4%
    Sep 19
    		$0.80$0.79+1.27%Beat+2.6%
    Jun 19
    		$0.65$0.61+6.56%Beat+4.8%
    Mar 19
    		$1.63$1.61+1.24%Beat+7.2%
    Dec 18
    		$0.53$0.52+1.92%Beat-35.4%
    Sep 18
    		$0.78$0.77+1.30%Beat-3.7%
    Jun 18
    		$0.62$0.63-1.59%Miss-39.8%
    Mar 18
    		$1.52$1.53-0.65%Miss+280.0%
    Dec 17
    		$0.82$0.74+10.81%Beat+24.2%
    Sep 17
    		$0.81$0.79+2.53%Beat+5.2%
    Jun 17
    		$1.03$1.03+0.00%Beat-
    Mar 17
    		$0.40$0.39+2.56%Beat-
    Dec 16
    		$0.66$0.66+0.00%Beat-
    Sep 16
    		$0.77$0.76+1.32%Beat-

    Dividends

    Dividend Metrics

    Yield1.03%
    Annual/Share$2.70
    Payout Ratio28.23%
    Frequency4
    Pay MonthsMar, Jun, Sep, Dec

    Growth

    3Y CAGR+8.42%
    5Y CAGR+7.63%
    View AJG's full dividend history

    Key Metrics

    Valuation
    P/E Ratio21.83EV/EBITDA20.03x
    Price/FCF29.39xFCF Yield3.40%
    Profitability
    Profit Margin10.40%Operating Margin19.20%
    ROE6.72%ROIC4.22%
    Financial Health
    Debt/Equity0.57xInterest Coverage3.06x
    Current RatioN/AQuick RatioN/A
    Trading Statistics
    Beta0.50Avg Volume1.29M
    52-Week High$310.7352-Week Low$190.12

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$262.47
    SMA 20$256.88
    SMA 50$249.84
    SMA 200$233.11
    EMA 10$262.16
    EMA 20$258.67
    EMA 50$248.84
    EMA 200$244.15

    MACD

    Line: 4.73Signal: 4.43Hist: 0.29

    ADX

    ADX: 23.4+DI: 25.2-DI: 14.9

    Aroon & PSAR

    Aroon Up84.0
    Aroon Down24.0
    PSAR$255.01

    Bollinger Bands

    Upper Band$271.98
    Lower Band$241.79
    %B Position1176%(Upper)
    Band Width0.68

    RSI (14-Day)

    Neutral
    55.2

    Momentum Oscillators

    Stoch %K64.3
    Stoch %D67.6
    Williams %R-40.8
    ROC (10d)5.7%
    Momentum14.24
    CCI (20d)71.7
    MFI (14d)68.6

    Volatility Measures

    ATR (14d)$7.73(2.9%)
    StdDev (20d)7.55
    Hist Vol26.7%(Moderate)

    Volume Flow

    VWAP$263.45
    OBV-8.4M
    AD Line-187.2M
    CMF (20d)0.136

    Volume Metrics

    Avg Vol (20d)1.3M
    Vol Ratio1.1x
    VWMA (20d)$257.50

    Pivot Points

    R3$279.22
    R2$274.07
    R1$270.81
    Pivot Point$265.66
    S1$262.40
    S2$257.25
    S3$253.99

    Advanced Oscillators

    TSI16.41
    Ultimate Osc53.9
    KST39.66

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$3.83B$4.60B$3.47B$3.20B$3.06B$3.57B$2.61B$2.71B$2.68B$3.16B$2.35B$2.42B
    Cost of RevenueN/A$720.00M$2.21B$316.50M$1.85B$1.94B$1.59B$1.66B$1.66B$1.76B$1.47B$1.46B
    Gross ProfitN/A$4.04B$1.42B$3.05B$1.37B$1.79B$1.13B$1.14B$1.12B$1.49B$970.80M$1.03B
    Operating Expenses$3.42B$3.56B$3.29B$2.86B$2.59B$2.70B$2.28B$2.31B$2.32B$2.39B$2.44B$2.06B
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$0$0$0$0$0$0$0$0$0$0$0$0
    Operating IncomeN/A$1.22B$341.00M$536.60M$624.40M$1.05B$473.70M$480.90M$478.70M$848.80M$330.50M$434.40M
    Interest Income$0$0$0$0$0$0$0$0$0$0$0$0
    Interest Expense$168.00M$158.00M$161.20M$160.80M$158.00M$158.00M$101.60M$92.90M$94.30M$92.20M$78.50M$72.80M
    Income Before Tax$414.00M$1.04B$180.00M$346.90M$473.00M$873.00M$333.40M$403.30M$365.60M$772.70M$-82,300,000$364.10M
    Income Tax Expense$90.00M$220.00M$25.70M$73.30M$105.00M$164.00M$74.60M$89.20M$80.20M$160.00M$-42,700,000$80.90M
    Net Income$324.00M$823.00M$154.30M$273.60M$368.00M$709.00M$258.80M$314.10M$285.40M$612.70M$-39,600,000$283.20M
    EBITDA$813.00M$1.42B$588.60M$663.40M$736.00M$1.16B$576.30M$643.00M$608.10M$1.01B$136.20M$564.00M
    EBIT$414.00M$1.04B$180.00M$346.90M$473.00M$873.00M$333.40M$403.30M$365.60M$772.70M$-82,300,000$364.10M
    * Some calculated fields are derived from available data when not provided by source

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    Government Contracts

    Gov Obligations (TTM)
    $1.16M
    Gov Obligations / Revenue
    0.0%
    Obligations YoY
    N/A
    Active Awards
    3
    New Awards (TTM)
    2
    Avg Remaining Term
    54.3 mo

    Top agency: Department of Transportation at 100.0% of trailing twelve month obligations across 1 agencies

    Recent Awards

    Award IDAgencyObligatedStart
    693JF726C000004Department of TransportationMaritime Administration$1.13MFeb 19, 2026
    693JF725P000065Department of TransportationMaritime Administration$50000Sep 17, 2025

    Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

    News

    Arthur J. Gallagher stock holds above $267 as latest quarter shows steady growth

    Arthur J. Gallagher & Co. (AJG) stock is trading in the high-$260s, with a recent quote at $267.43 as of August 28, 2026, indicating stability and resilience. The company's market capitalization has grown to over $77 billion, placing it firmly among large-cap financial and insurance intermediaries. Institutional investors have been adding to their positions, reflecting comfort with the current valuation despite broader market volatility.

    AD HOC NEWS•8/31/26•
    Bullish

    Wellington Management Group LLP Sells 1,301,884 Shares of Arthur J. Gallagher & Co. $AJG

    Wellington Management Group LLP significantly reduced its stake in Arthur J. Gallagher & Co. by selling over 1.3 million shares, retaining a substantial holding valued at approximately $294.2 million. Despite this large sale, institutional investors still collectively own a majority of AJG's stock, and analysts maintain a "Moderate Buy" rating with an average price target of $290.28. The company recently reported strong quarterly earnings and revenue growth, along with a declared quarterly dividend.

    MarketBeat•8/31/26•
    Somewhat-Bullish

    Cullinan Associates Inc. Purchases Shares of 17,500 Arthur J. Gallagher & Co. $AJG

    Cullinan Associates Inc. has acquired 17,500 shares of Arthur J. Gallagher & Co. (NYSE:AJG) for approximately $4.0 million. The financial services provider reported strong quarterly earnings, exceeding EPS estimates, with revenue up 24.3% year over year. Analysts maintain a "Moderate Buy" rating for AJG, though company insiders have recently sold shares.

    MarketBeat•8/30/26•
    Somewhat-Bullish

    Benjamin Edwards Inc. Has $30.42 Million Holdings in Arthur J. Gallagher & Co. $AJG

    Benjamin Edwards Inc. reduced its stake in Arthur J. Gallagher & Co. by 15.8% in Q2, retaining 132,485 shares worth $30.42 million. Despite this, institutional investors hold 85.53% of the company, which reported strong Q2 earnings, increased revenue, and a declared quarterly dividend. Analysts generally maintain a "Moderate Buy" rating with an average price target of $290.28.

    MarketBeat•8/30/26•
    Bullish

    Nissay Asset Management Corp Japan Purchases 22,227 Shares of Arthur J. Gallagher & Co. $AJG

    Nissay Asset Management Corp Japan increased its stake in Arthur J. Gallagher & Co. (NYSE:AJG) by 13% in the second quarter, acquiring an additional 22,227 shares, bringing their total to 193,547 shares valued at $44.4 million. This move is part of broader institutional investor activity, with institutional ownership of AJG standing at 85.53%. Analyst sentiment remains positive, with a "Moderate Buy" rating and an average price target of $290.28, despite some insider selling and one downgrade.

    MarketBeat•8/29/26•
    Somewhat-Bullish

    Frequently Asked Questions About AJG

    What is AJG's current dividend yield?
    Arthur J Gallagher & Co (AJG) has a current dividend yield of 1.03%.
    Does AJG pay dividends?
    Yes, Arthur J Gallagher & Co pays dividends with a current yield of 1.03%.
    What is AJG's P/E ratio?
    Arthur J Gallagher & Co has a price-to-earnings (P/E) ratio of 21.83.
    What is AJG's market cap?
    Arthur J Gallagher & Co (AJG) has a market capitalization of $68.59B with a current stock price of $262.21.

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