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Arthur J. Gallagher & Co.NYSE:AJG Stock Report

Market Cap US$76.1b
Share Price
US$299.65
My Fair Value
US$339.2
11.7% undervalued intrinsic discount
1Y8.5%
7D0.8%
Portfolio Value
View

Arthur J. Gallagher & Co.

NYSE:AJG Stock Report

Market Cap: US$76.1b

Arthur J. Gallagher (AJG) Stock Overview

Provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services to entities and individuals worldwide. More details

AJG fundamental analysis
Snowflake Score
Valuation2/6
Future Growth4/6
Past Performance4/6
Financial Health5/6
Dividends4/6

AJG Community Fair Values

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See what 35 others think this stock is worth. Follow their fair value or set your own to get alerts.

US$485.74
FV
38.3% undervalued intrinsic discount
14.00%
Revenue growth p.a.
1users have liked this narrative
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3users have followed this narrative
9 months ago author updated this narrative

Arthur J. Gallagher & Co. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Arthur J. Gallagher
Historical stock prices
Current Share PriceUS$299.65
52 Week HighUS$351.23
52 Week LowUS$274.25
Beta0.73
1 Month Change-0.99%
3 Month Change-6.41%
1 Year Change8.55%
3 Year Change74.39%
5 Year Change191.01%
Change since IPO5,256.87%

Recent News & Updates

Recent updates

Arthur J. Gallagher & Co. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Aug 05
Arthur J. Gallagher & Co. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Shareholders Should Be Pleased With Arthur J. Gallagher & Co.'s (NYSE:AJG) Price

Jun 02
Shareholders Should Be Pleased With Arthur J. Gallagher & Co.'s (NYSE:AJG) Price

Arthur J. Gallagher: Strong Business Execution

May 05

Arthur J. Gallagher's (NYSE:AJG) Shareholders Will Receive A Bigger Dividend Than Last Year

Mar 04
Arthur J. Gallagher's (NYSE:AJG) Shareholders Will Receive A Bigger Dividend Than Last Year

Arthur J. Gallagher's (NYSE:AJG) Dividend Will Be Increased To $0.65

Feb 18
Arthur J. Gallagher's (NYSE:AJG) Dividend Will Be Increased To $0.65

Arthur J. Gallagher: Interesting Growth Prospects Are Reflected In The Share Price

Feb 14

Arthur J. Gallagher (NYSE:AJG) Is Increasing Its Dividend To $0.65

Feb 02
Arthur J. Gallagher (NYSE:AJG) Is Increasing Its Dividend To $0.65

Arthur J. Gallagher & Co.'s (NYSE:AJG) P/E Is On The Mark

Dec 23
Arthur J. Gallagher & Co.'s (NYSE:AJG) P/E Is On The Mark

Arthur J. Gallagher: Bolt-On Acquirer Goes Big On AssuredPartners

Dec 10

Arthur J. Gallagher & Co. Just Missed Earnings - But Analysts Have Updated Their Models

Oct 28
Arthur J. Gallagher & Co. Just Missed Earnings - But Analysts Have Updated Their Models

Arthur J. Gallagher: Strong Growth Expectations And Track Record

Aug 29

Shareholder Returns

AJGUS InsuranceUS Market
7D0.8%-1.9%0.7%
1Y8.5%-0.07%17.9%

Return vs Industry: AJG exceeded the US Insurance industry which returned -0.1% over the past year.

Return vs Market: AJG underperformed the US Market which returned 17.9% over the past year.

Price Volatility

Is AJG's price volatile compared to industry and market?
AJG volatility
AJG Average Weekly Movement3.1%
Insurance Industry Average Movement4.2%
Market Average Movement6.4%
10% most volatile stocks in US Market17.2%
10% least volatile stocks in US Market3.0%

Stable Share Price: AJG has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: AJG's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
192755,493Pat Gallagherwww.ajg.com

Arthur J. Gallagher & Co., together with its subsidiaries, provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services to entities and individuals worldwide. It operates in Brokerage and Risk Management segments. The Brokerage segment offers retail and wholesale insurance and reinsurance brokerage services; assists retail brokers and other non-affiliated brokers in the placement of specialized and hard-to-place insurance; and acts as a brokerage wholesaler, managing general agent, and managing general underwriter for distributing specialized insurance coverages to underwriting enterprises.

Arthur J. Gallagher & Co. Fundamentals Summary

How do Arthur J. Gallagher's earnings and revenue compare to its market cap?
AJG fundamental statistics
Market capUS$76.07b
Earnings (TTM)US$1.64b
Revenue (TTM)US$11.55b
46.8x
P/E Ratio
6.7x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
AJG income statement (TTM)
RevenueUS$11.55b
Cost of RevenueUS$6.50b
Gross ProfitUS$5.05b
Other ExpensesUS$3.41b
EarningsUS$1.64b

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)6.40
Gross Margin43.73%
Net Profit Margin14.21%
Debt/Equity Ratio56.0%

How did AJG perform over the long term?

See historical performance and comparison

Dividends

0.9%
Current Dividend Yield
36%
Payout Ratio

Does AJG pay a reliable dividends?

See AJG dividend history and benchmarks
When do you need to buy AJG by to receive an upcoming dividend?
Arthur J. Gallagher dividend dates
Ex Dividend DateSep 05 2025
Dividend Pay DateSep 19 2025
Days until Ex dividend15 days
Days until Dividend pay date1 day

Does AJG pay a reliable dividends?

See AJG dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/09/19 21:40
End of Day Share Price 2025/09/19 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Arthur J. Gallagher & Co. is covered by 37 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullArgus Research Company
John HeagertyAtlantic Equities LLP
Taylor ScottBarclays