AJG
Arthur J. Gallagher & Co. NYSE Listed Jun 20, 1984$214.06
-0.94%
vs $216.09
Mkt Cap $55.7B
52w Low $192.00
16.5% of range
52w High $325.98
50d MA $210.54
200d MA $243.22
P/E (TTM)
37.2x
EV/EBITDA
18.3x
P/B
2.4x
Debt/Equity
0.6x
ROE
6.4%
P/FCF
31.2x
RSI (14)
65.50
ATR (14)
$5.67
Beta
0.68
50d MA
$210.54
200d MA
$243.22
Avg Volume
1.9M
Arthur J. Gallagher & Co., together with its subsidiaries, provides insurance brokerage, consulting, third-party claims settlement, and administration services in the United States, Australia, Bermuda, Canada, the Caribbean, New Zealand, India, and the United Kingdom. It operates through Brokerage and Risk Management segments. The Brokerage segment consists of retail and wholesale insurance brokerage operations; assists retail brokers and other non-affiliated brokers in the placement of specialized and hard-to-place insurance; acts as a brokerage wholesaler, managing general agent, and managing general underwriter for distributing specialized insurance coverage's to underwriting enterprises. This segment also performs activities, including marketing, underwriting, issuing policies, collecting premiums, appointing and supervising other agents, paying claims, and negotiating reinsurance; and offers brokerage and consulting services to businesses and organizations, including commercial, not-for-profit, and public entities, as well as individuals in the areas of insurance placement, risk of loss management, and management of employer sponsored benefit programs. The Risk Management segment provides contract claim settlement and administration services to enterprises and public entities; and claims management, loss control consulting, and insurance property appraisal services. The company offers its services through a network of correspondent insurance brokers and consultants. It serves commercial, industrial, public, religious, and not-for-profit entities. The company was incorporated in 1927 and is headquartered in Rolling Meadows, Illinois.
2850 Golf Road · Rolling Meadows, IL 60008-4050 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 30, 2026 | AMC | 4.43 | 4.47 | +0.9% | 206.40 | +4.9% | +0.8% | -0.5% | -0.6% | -4.3% | +2.6% | — |
| Jan 29, 2026 | AMC | 2.35 | 2.38 | +1.3% | 245.84 | +1.2% | +1.4% | -1.6% | +1.0% | +0.7% | -2.7% | — |
| Oct 30, 2025 | AMC | 2.51 | 2.32 | -7.6% | 262.03 | -7.4% | -4.8% | -2.6% | +3.6% | -1.5% | -1.1% | — |
| Jul 31, 2025 | AMC | 2.36 | 2.33 | -1.3% | 287.25 | -0.8% | -1.1% | +0.2% | +0.4% | +0.2% | +1.3% | — |
| May 1, 2025 | AMC | 3.57 | 3.67 | +2.8% | 317.64 | +4.0% | +4.2% | +1.1% | +1.0% | +0.4% | -0.3% | — |
| Jan 30, 2025 | AMC | 2.03 | 2.13 | +4.9% | 299.03 | -0.3% | +0.9% | +2.4% | +1.0% | +1.3% | +1.2% | — |
| Oct 24, 2024 | AMC | 2.26 | 2.26 | +0.0% | 287.55 | -1.6% | -1.6% | +1.1% | -0.3% | -0.2% | -1.2% | — |
| Jul 25, 2024 | AMC | 2.24 | 2.26 | +0.9% | 273.97 | -1.8% | +3.5% | -1.5% | +2.0% | -0.5% | +1.3% | — |
| Apr 25, 2024 | AMC | 3.41 | 3.49 | +2.3% | 236.95 | +0.0% | -1.2% | -0.2% | +0.5% | +1.8% | -0.1% | — |
| Jan 25, 2024 | AMC | 1.83 | 1.85 | +1.1% | 237.75 | -0.7% | -2.0% | -1.8% | +0.8% | +0.7% | -0.0% | — |
| Oct 26, 2023 | AMC | 1.94 | 2.00 | +3.1% | 229.89 | +1.8% | -0.7% | +2.4% | +0.8% | +0.8% | +2.1% | — |
| Jul 27, 2023 | AMC | 1.86 | 1.90 | +2.2% | 217.15 | +2.1% | -0.4% | -0.7% | +2.1% | +1.1% | +0.3% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jun 11 | Jefferies | Upgrade | Hold → Buy | $265 | $220.14 | $221.83 | +0.8% | +0.3% | -1.0% | -1.3% | +0.1% | +0.1% |
| Jun 9 | UBS | Upgrade | Neutral → Buy | $250 | $212.52 | $214.55 | +1.0% | +2.1% | +1.4% | +0.3% | -1.0% | -1.3% |
| May 6 | Citigroup | Upgrade | Neutral → Buy | $250 | $205.80 | $207.40 | +0.8% | -4.3% | +2.6% | -1.5% | -0.2% | -0.6% |
| May 1 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $206.40 | $217.00 | +5.1% | +0.8% | -0.5% | -0.6% | -4.3% | +2.6% |
| May 1 | Truist | Maintains | Hold → Hold | — | $206.40 | $217.00 | +5.1% | +0.8% | -0.5% | -0.6% | -4.3% | +2.6% |
| May 1 | Piper Sandler | Maintains | Neutral → Neutral | — | $206.40 | $217.00 | +5.1% | +0.8% | -0.5% | -0.6% | -4.3% | +2.6% |
| Apr 13 | Mizuho | Maintains | Outperform → Outperform | — | $213.55 | $214.28 | +0.3% | +4.2% | -1.2% | +1.5% | +0.4% | -1.1% |
| Apr 9 | Wells Fargo | Maintains | Overweight → Overweight | — | $220.80 | $219.06 | -0.8% | -1.1% | -2.2% | +4.2% | -1.2% | +1.5% |
| Apr 8 | Barclays | Maintains | Overweight → Overweight | — | $217.57 | $219.75 | +1.0% | +1.5% | -1.1% | -2.2% | +4.2% | -1.2% |
| Apr 7 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $219.27 | $219.00 | -0.1% | -0.8% | +1.5% | -1.1% | -2.2% | +4.2% |
| Mar 24 | BMO Capital | Upgrade | Market Perform → Outperform | — | $216.90 | $218.27 | +0.6% | -0.3% | -1.3% | -1.5% | -1.5% | +4.3% |
| Mar 19 | Wells Fargo | Maintains | Overweight → Overweight | — | $209.48 | $210.13 | +0.3% | +0.1% | +2.5% | +1.0% | -0.3% | -1.3% |
| Mar 18 | Truist | Maintains | Hold → Hold | — | $209.16 | $208.26 | -0.4% | +0.2% | +0.1% | +2.5% | +1.0% | -0.3% |
| Mar 11 | Barclays | Upgrade | Underweight → Overweight | — | $211.72 | $215.00 | +1.5% | -0.9% | -2.7% | +1.8% | +1.9% | -1.3% |
| Feb 27 | Mizuho | Upgrade | Neutral → Outperform | — | $225.22 | $228.41 | +1.4% | +1.3% | +0.5% | -1.8% | +0.2% | +1.8% |
| Feb 23 | Piper Sandler | Maintains | Neutral → Neutral | — | $216.51 | $214.55 | -0.9% | -1.0% | +0.8% | +1.0% | +3.3% | +1.3% |
| Feb 2 | Citigroup | Maintains | Neutral → Neutral | — | $249.37 | $250.42 | +0.4% | -1.6% | +1.0% | +0.7% | -2.7% | -0.5% |
| Feb 2 | UBS | Maintains | Neutral → Neutral | — | $249.37 | $250.42 | +0.4% | -1.6% | +1.0% | +0.7% | -2.7% | -0.5% |
| Feb 2 | Jefferies | Maintains | Hold → Hold | — | $249.37 | $250.42 | +0.4% | -1.6% | +1.0% | +0.7% | -2.7% | -0.5% |
| Jan 30 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $245.84 | $248.73 | +1.2% | +1.4% | -1.6% | +1.0% | +0.7% | -2.7% |
| Jan 30 | Wells Fargo | Maintains | Overweight → Overweight | — | $245.84 | $248.73 | +1.2% | +1.4% | -1.6% | +1.0% | +0.7% | -2.7% |
| Jan 30 | Piper Sandler | Maintains | Neutral → Neutral | — | $245.84 | $248.73 | +1.2% | +1.4% | -1.6% | +1.0% | +0.7% | -2.7% |
| Jan 14 | Cantor Fitzgerald | Downgrade | Overweight → Neutral | — | $257.00 | $256.79 | -0.1% | -0.0% | -0.3% | +0.9% | -1.4% | -1.9% |
| Jan 13 | BMO Capital | Downgrade | Outperform → Market Perform | — | $264.84 | $263.90 | -0.4% | -3.0% | -0.0% | -0.3% | +0.9% | -1.4% |
| Jan 13 | Wells Fargo | Maintains | Overweight → Overweight | — | $264.84 | $263.90 | -0.4% | -3.0% | -0.0% | -0.3% | +0.9% | -1.4% |
| Jan 8 | Barclays | Maintains | Underweight → Underweight | — | $259.00 | $259.43 | +0.2% | +2.1% | +0.0% | +0.1% | -3.0% | -0.0% |
| Jan 7 | Piper Sandler | Downgrade | Overweight → Neutral | — | $262.77 | $259.25 | -1.3% | -1.4% | +2.1% | +0.0% | +0.1% | -3.0% |
| Jan 6 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $263.24 | $262.17 | -0.4% | -0.2% | -1.4% | +2.1% | +0.0% | +0.1% |
| Dec 23 | Wells Fargo | Maintains | Overweight → Overweight | — | $258.25 | $258.00 | -0.1% | +0.2% | +0.8% | +0.3% | +0.6% | -0.5% |
| Dec 22 | Wells Fargo | Maintains | Overweight → Overweight | — | $253.39 | $251.96 | -0.6% | +1.9% | +0.2% | +0.8% | +0.3% | +0.6% |
| Dec 18 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $250.90 | $249.75 | -0.5% | +0.7% | +0.3% | +1.9% | +0.2% | +0.8% |
| Dec 17 | Truist | Maintains | Hold → Hold | — | $251.98 | $252.00 | +0.0% | -0.4% | +0.7% | +0.3% | +1.9% | +0.2% |
| Dec 17 | UBS | Maintains | Neutral → Neutral | — | $251.98 | $252.00 | +0.0% | -0.4% | +0.7% | +0.3% | +1.9% | +0.2% |
| Dec 17 | Evercore ISI | Maintains | Outperform → Outperform | — | $251.98 | $252.00 | +0.0% | -0.4% | +0.7% | +0.3% | +1.9% | +0.2% |
| Dec 15 | Piper Sandler | Maintains | Overweight → Overweight | — | $255.38 | $254.21 | -0.5% | +0.3% | -1.6% | -0.4% | +0.7% | +0.3% |
| Dec 5 | Wells Fargo | Maintains | Overweight → Overweight | — | $245.41 | $244.69 | -0.3% | -2.3% | -0.8% | +0.9% | +0.2% | +3.0% |
| Nov 20 | Barclays | Downgrade | Equal Weight → Underweight | — | $248.72 | $245.74 | -1.2% | -0.6% | +1.7% | -1.3% | +0.8% | -0.7% |
| Nov 3 | Citigroup | Maintains | Neutral → Neutral | — | $249.49 | $249.49 | +0.0% | -2.6% | +3.6% | -1.5% | -1.1% | +1.9% |
| Oct 31 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $262.03 | $242.75 | -7.4% | -4.8% | -2.6% | +3.6% | -1.5% | -1.1% |
| Oct 31 | Goldman Sachs | Maintains | Buy → Buy | — | $262.03 | $242.75 | -7.4% | -4.8% | -2.6% | +3.6% | -1.5% | -1.1% |
| Oct 31 | Piper Sandler | Maintains | Overweight → Overweight | — | $262.03 | $242.75 | -7.4% | -4.8% | -2.6% | +3.6% | -1.5% | -1.1% |
| Oct 31 | Evercore ISI | Maintains | Outperform → Outperform | — | $262.03 | $242.75 | -7.4% | -4.8% | -2.6% | +3.6% | -1.5% | -1.1% |
| Oct 8 | Wells Fargo | Maintains | Overweight → Overweight | — | $309.81 | $310.35 | +0.2% | -0.9% | -1.5% | -0.2% | -1.2% | +1.9% |
| Oct 2 | Piper Sandler | Maintains | Overweight → Overweight | — | $305.84 | $303.07 | -0.9% | +0.9% | +0.6% | -0.4% | +0.2% | -0.9% |
| Sep 19 | UBS | Maintains | Neutral → Neutral | — | $296.74 | $300.40 | +1.2% | +1.0% | +0.1% | +1.4% | +0.1% | -0.5% |
| Sep 19 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $296.74 | $300.40 | +1.2% | +1.0% | +0.1% | +1.4% | +0.1% | -0.5% |
| Sep 19 | Wells Fargo | Maintains | Overweight → Overweight | — | $296.74 | $300.40 | +1.2% | +1.0% | +0.1% | +1.4% | +0.1% | -0.5% |
| Aug 4 | UBS | Maintains | Neutral → Neutral | — | $284.17 | $284.49 | +0.1% | +0.2% | +0.4% | +0.2% | +1.3% | -0.2% |
| Aug 1 | Piper Sandler | Maintains | Overweight → Overweight | — | $287.25 | $285.00 | -0.8% | -1.1% | +0.2% | +0.4% | +0.2% | +1.3% |
| Aug 1 | Wells Fargo | Maintains | Overweight → Overweight | — | $287.25 | $285.00 | -0.8% | -1.1% | +0.2% | +0.4% | +0.2% | +1.3% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 2, 2026 | CARY RICHARD COff | Controller, CAO | Sell | 3,000 | $206.00 | $618K | 47,819 | -1.59% | +2.13% |
8-K · 7.01
! Medium
Arthur J. Gallagher & Co. -- 8-K 7.01: Regulation FD Disclosure
Jun 17
8-K
Arthur J. Gallagher & Co. -- 8-K Filing
May 13
8-K
Unknown — 8-K Filing
Ajg's 8-K filing indicates a routine regulatory submission, likely containing immaterial disclosures that don't materially affect the stock price or investor thesis.
Mar 17
8-K
Unknown — 8-K Filing
Artisan Partners Asset Management's 8-K filing likely contains material business developments requiring immediate disclosure; investors should monitor for earnings surprises, acquisitions, or regulatory changes affecting asset management operations.
Mar 12
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 19,568,047 | $4.2B | Reduced | Mar 2026 |
| 2 | Morgan Stanley | 15,547,616 | $4.0B | Reduced | Dec 2025 |
| 3 | Vanguard Capital Management Llc | 16,699,898 | $3.6B | New | Mar 2026 |
| 4 | Fmr Llc | 14,620,963 | $3.2B | Reduced | Mar 2026 |
| 5 | Capital World Investors | 13,817,720 | $3.0B | Added | Mar 2026 |
| 6 | Vanguard Portfolio Management Llc | 12,419,279 | $2.7B | New | Mar 2026 |
| 7 | Dodge & Cox | 7,354,915 | $1.6B | Added | Mar 2026 |
| 8 | Principal Financial Group Inc | 2,832,943 | $733M | Reduced | Dec 2025 |
| 9 | Capital Research Global Investors | 2,980,131 | $645M | Added | Mar 2026 |
| 10 | Northern Trust Corp | 2,229,829 | $483M | — | Mar 2026 |
| 11 | Janus Henderson Group Plc | 1,970,990 | $427M | New | Mar 2026 |
| 12 | Franklin Resources Inc | 1,954,100 | $423M | Added | Mar 2026 |
| 13 | Bank Of America Corp /de/ | 1,854,488 | $402M | Added | Mar 2026 |
| 14 | Invesco Ltd. | 1,715,812 | $372M | Reduced | Mar 2026 |
| 15 | Focus Partners Wealth | 1,379,397 | $299M | Added | Mar 2026 |
| 16 | Mitsubishi Ufj Asset Management Co., Ltd. | 1,301,447 | $282M | Reduced | Mar 2026 |
| 17 | Bank Of New York Mellon Corp | 1,287,455 | $279M | Reduced | Mar 2026 |
| 18 | Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 928,894 | $261M | Reduced | Sep 2024 |
| 19 | Beck Mack & Oliver Llc | 1,062,566 | $230M | Added | Mar 2026 |
| 20 | Brown Brothers Harriman & Co | 1,031,635 | $223M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$55.73B
Enterprise Value
$66.95B
P/E (TTM)
37.23x
Forward P/E
16.18x
PEG Ratio
-3.74x
P/B
2.39x
P/S
4.00x
P/FCF
31.22x
EV/EBITDA
18.29x
Shares Out
260.3M
Financials (TTM)
Revenue
$13.94B
Net Income
$1.49B
EBITDA
$3.66B
Free Cash Flow
$1.78B
Op Cash Flow
$1.93B
EPS Basic
$5.83
EPS Diluted
$5.75
EPS Forward
$13.23
Gross Margin
54.8%
Op Margin
18.3%
Net Margin
10.7%
Balance Sheet
Total Assets
$70.67B
Total Liab.
$47.32B
Total Equity
$23.35B
Cash
$1.40B
LT Debt
$12.62B
Book Value/Sh
$89.68
Debt/Equity
0.60x
Current Ratio
1.06
Quick Ratio
1.06
Returns & Growth
ROE
6.4%
ROA
2.1%
ROIC
5.2%
Rev Growth YoY
+20.7%
EPS Growth YoY
-12.1%
Price Returns
2W
+1.7%
1M
-2.6%
3M
-11.9%
6M
-18.8%
12M
-42.1%
Technicals
52W High
$325.98
52W Low
$192.00
50d MA
$210.54
200d MA
$243.22
RSI (14)
65.50
ATR (14)
$5.67
Beta
0.68
Avg Volume
1.9M
Dividends
Div Rate
$2.56
Div Yield
1.2%
Frequency
4
Ex-Div Date
Mar 6, 2026
Analyst Price Targets
Consensus
$279.08
High
$334.00
Low
$226.00
Median
$282.00
Data updated apr 24, 2026 5:02pm
· Source: financialmodelingprep.com