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    Arthur J Gallagher & Co (AJG)

    Official site

    FINANCIAL SERVICES • INSURANCE BROKERS • NYSE

    $250.25
    +13.21 (+5.57%)

    Market Cap: $60.76B

    Last updated: Oct 16, 2026 at 1:54 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    87%(34/39)
    Avg Surprise
    +3.90%
    Streak
    3 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$2.99
    Range$2.83 - $3.13
    21 analysts
    EPS RevisionsNo revisions (7d)
    1
    13
    30d
    EPS Estimate DriftChange to current
    90d ago$3.07-2.9%
    60d ago$3.07-2.7%
    30d ago$3.06-2.5%
    7d ago$3.01-0.7%
    Current$2.99
    Revenue Consensus
    $4.0B
    Range$3.9B - $4.0B
    6 analysts
    Period ending Dec 31, 2026
    EPS Consensus$2.87
    Range$2.61 - $3.07
    23 analysts
    Revenue Consensus
    $3.8B
    Range$3.6B - $4.0B
    9 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$2.87---
    Sep 26EST
    		-$2.99---
    Jun 26
    Reported Jul 30
    		$2.84$2.84+0.00%Beat+21.9%
    Mar 26
    Reported Apr 30
    		$4.47$4.43+0.90%Beat+21.8%
    Dec 25
    Reported Jan 29
    		$2.38$2.35+1.28%Beat+11.7%
    Sep 25
    Reported Oct 30
    		$2.32$2.54-8.66%Miss+2.7%
    Jun 25
    Reported Jul 31
    		$2.33$2.36-1.27%Miss+3.1%
    Mar 25
    Reported May 1
    		$3.67$3.58+2.51%Beat+5.2%
    Dec 24
    Reported Jan 30
    		$2.13$2.03+4.93%Beat+15.1%
    Sep 24
    Reported Oct 24
    		$2.26$2.27-0.44%Miss+13.0%
    Jun 24
    Reported Jul 25
    		$2.26$2.24+0.89%Beat+18.9%
    Mar 24
    Reported Apr 25
    		$3.49$3.41+2.35%Beat+15.2%
    Dec 23
    Reported Jan 25
    		$1.85$1.85+0.00%Beat+20.1%
    Sep 23
    Reported Oct 26
    		$2.00$1.95+2.56%Beat+16.3%
    Jun 23
    Reported Jul 27
    		$1.90$1.86+2.15%Beat+11.8%
    Mar 23
    Reported Apr 27
    		$3.03$2.99+1.34%Beat+7.8%
    Dec 22
    Reported Jan 26
    		$1.54$1.50+2.67%Beat+57.1%
    Sep 22
    Reported Oct 27
    		$1.72$1.66+3.61%Beat+29.3%
    Jun 22
    Reported Jul 28
    		$1.70$1.68+1.19%Beat+45.3%
    Mar 22
    Reported Apr 28
    		$2.81$2.76+1.81%Beat+39.1%
    Dec 21
    Reported Jan 27
    		$0.98$0.95+3.16%Beat+11.4%
    Sep 21
    Reported Oct 28
    		$1.33$1.21+9.92%Beat+23.1%
    Jun 21
    Reported Jul 29
    		$1.17$1.07+9.35%Beat+24.5%
    Mar 21
    Reported Apr 29
    		$2.02$1.84+9.78%Beat+10.4%
    Dec 20
    Reported Jan 28
    		$0.88$0.78+12.82%Beat+51.7%
    Sep 20
    Reported Oct 29
    		$1.08$0.92+17.39%Beat+35.0%
    Jun 20
    Reported Jul 30
    		$0.94$0.73+28.77%Beat+44.6%
    Mar 20
    Reported Apr 30
    		$1.83$1.73+5.78%Beat+12.3%
    Dec 19
    Reported Jan 30
    		$0.58$0.52+11.54%Beat+9.4%
    Sep 19
    Reported Oct 24
    		$0.80$0.79+1.27%Beat+2.6%
    Jun 19
    Reported Jul 25
    		$0.65$0.61+6.56%Beat+4.8%
    Mar 19
    Reported Apr 25
    		$1.63$1.61+1.24%Beat+7.2%
    Dec 18
    Reported Jan 31
    		$0.53$0.52+1.92%Beat-35.4%
    Sep 18
    Reported Oct 25
    		$0.78$0.77+1.30%Beat-3.7%
    Jun 18
    Reported Jul 26
    		$0.62$0.63-1.59%Miss-39.8%
    Mar 18
    Reported May 1
    		$1.52$1.53-0.65%Miss+280.0%
    Dec 17
    Reported Jan 25
    		$0.82$0.74+10.81%Beat+24.2%
    Sep 17
    Reported Oct 26
    		$0.81$0.79+2.53%Beat-
    Jun 17
    Reported Jul 27
    		$1.03$1.03+0.00%Beat-
    Mar 17
    Reported Apr 27
    		$0.40$0.39+2.56%Beat-
    Dec 16
    Reported Jan 26
    		$0.66$0.66+0.00%Beat-

    Dividends

    Dividend Metrics

    Forward Yield1.12%
    Forward Annual Dividend$2.80
    Payout Ratio28.75%
    FrequencyQuarterly
    Pay MonthsMar, Jun, Sep, Dec

    Growth

    3Y CAGR+8.42%
    5Y CAGR+7.63%
    AJG dividend history and ex-dividend datesRun AJG in the free DRIP calculator

    Key Metrics

    Valuation
    P/E Ratio20.84EV/EBITDA21.94x
    Price/FCF28.05xFCF Yield3.57%
    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
    Beta0.55Avg Volume1.44M
    52-Week High$280.9952-Week Low$189.59

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$233.12
    SMA 20$232.14
    SMA 50$245.74
    SMA 200$231.10
    EMA 10$235.94
    EMA 20$236.10
    EMA 50$240.01
    EMA 200$242.60

    MACD

    Line: -1.76Signal: -4.30Hist: 2.54

    ADX

    ADX: 21.6+DI: 32.9-DI: 17.5

    Aroon & PSAR

    Aroon Up12.0
    Aroon Down68.0
    PSAR$222.82

    Bollinger Bands

    Upper Band$243.40
    Lower Band$220.87
    %B Position970%(Upper)
    Band Width1.30

    RSI (14-Day)

    Neutral
    62.5

    Momentum Oscillators

    Stoch %K88.2
    Stoch %D85.6
    Williams %R-7.4
    ROC (10d)8.0%
    Momentum18.43
    CCI (20d)278.2
    MFI (14d)70.5

    Volatility Measures

    ATR (14d)$6.70(2.7%)
    StdDev (20d)5.63
    Hist Vol30.4%(Moderate)

    Volume Flow

    VWAP$248.19
    OBV-14.5M
    AD Line-210.7M
    CMF (20d)0.011

    Volume Metrics

    Avg Vol (20d)1.5M
    Vol Ratio1.5x
    VWMA (20d)$232.51

    Pivot Points

    R3$246.91
    R2$242.86
    R1$239.95
    Pivot Point$235.91
    S1$233.00
    S2$228.95
    S3$226.04

    Advanced Oscillators

    TSI-7.74
    Ultimate Osc61.7
    KST-65.09

    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.

    AJG Valuation and Fair Value

    P/E
    20.8x
    Forward P/E
    16.3x
    EV/EBITDA
    21.9x
    P/FCF
    28.0x
    PEG
    0.7x
    P/B
    2.7x
    See GNG's fair value

    AJG Profitability: Margins, ROIC and FCF

    Operating margin
    19.2%
    Net margin
    10.4%
    ROIC
    4.2%
    ROE
    6.7%
    FCF margin
    15.1%
    FCF yield
    3.6%

    AJG Competitors

    CompanyTicker
    Deutsche Bank AGDB
    The Allstate CorporationALL
    MetLife IncMET
    Aflac IncorporatedAFL
    Apollo Global Management LLC Class AAPO
    Aon PLCAON
    Natwest Group PLCNWG
    Truist Financial CorpTFC

    Sector: Financial Services

    AJG Analyst Ratings

    Consensus
    Buy
    Analysts
    22
    Strong Buy
    4
    Buy
    12
    Hold
    6
    Sell
    0
    Strong Sell
    0

    AJG Bull Case vs Bear Case

    Bull case

    • AJG converts 15.1% of revenue into free cash flow.
    • AJG grew quarterly revenue 30.9% year over year.
    • 72.7% of AJG's analyst ratings are Buy or Strong Buy.

    AJG Earnings: Beat Rate and Next Report

    Beat rate
    4 of 8 quarters (50.0%)
    Average surprise
    -0.1%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $2.99
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    1 up, 13 down

    AJG Dividend

    Forward yield
    1.1%
    Payout ratio
    28.8%
    3Y DPS growth
    8.4%
    5Y DPS growth
    7.6%
    Pay months
    Mar, Jun, Sep, Dec
    AJG dividend history

    Frequently Asked Questions About AJG

    What is AJG's current dividend yield?

    Arthur J Gallagher & Co (AJG) has a forward dividend yield of 1.12%.

    Does AJG pay dividends?

    Yes, Arthur J Gallagher & Co pays dividends with a forward dividend yield of 1.12%.

    What is AJG's P/E ratio?

    Arthur J Gallagher & Co has a price-to-earnings (P/E) ratio of 20.84.

    What is AJG's market cap?

    Arthur J Gallagher & Co (AJG) has a market capitalization of $60.76B with a current stock price of $250.25.

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