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Arthur J. Gallagher & Co. (AJG)

267.13 +6.71 (+2.58%)
As of 3:36:05 PM EDT. Market Open.
Trade AJG on Coinbase
AJG Q3 2026 earnings call
Today at 5:15 PM EDT
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What's happening with AJG?

18m ago
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Arthur J. Gallagher is approaching its third-quarter 2026 earnings release with analysts expecting strong revenue and earnings growth. Recent coverage also highlights a new Australian acquisition, a quarterly dividend, and a valuation debate involving acquisition execution, insurance pricing, and automation investments.

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  • Previous Close 260.42
  • Open 262.53
  • Bid 268.36 x 10000
  • Ask 268.61 x 10000
  • Day's Range 262.72 - 270.53
  • 52 Week Range 190.75 - 272.80
  • Volume 1,729,179
  • Avg. Volume 1,427,290
  • Market Cap (intraday) 68.476B
  • Beta (5Y Monthly) 0.55
  • PE Ratio (TTM) 44.29
  • EPS (TTM) 6.03
  • Earnings Date Oct 29, 2026
  • Forward Dividend & Yield 2.80 (1.08%)
  • 1y Target Est 283.33
  • Morningstar Rating Rating available with Stock Picks access

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. The company operates in Brokerage and Risk Management segments. Its 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. This segment performs activities, including marketing, underwriting, issuing policies, collecting premiums, appointing and supervising other agents, paying claims, and negotiating reinsurance; and offers services in the areas of insurance and reinsurance placement, risk of loss management, and management of employer sponsored benefit programs. The Risk Management segment provides contract claim settlement and administration services; and claims management, loss control consulting, and insurance property appraisal services. The company offers its services through a network of correspondent brokers and consultants. It serves commercial, industrial, public, religious, and nonprofit entities, as well as underwriting enterprises. The company was founded in 1927 and is headquartered in Rolling Meadows, Illinois.

www.ajg.com

67,456

Full Time Employees

December 31

Fiscal Year Ends

Recent News

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Performance Overview

Trailing total returns as of 10/29/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

AJG
4.14%
S&P 500 (^GSPC)
12.64%

1-Year Return

AJG
3.13%
S&P 500 (^GSPC)
11.90%

3-Year Return

AJG
20.44%
S&P 500 (^GSPC)
87.27%

5-Year Return

AJG
67.73%
S&P 500 (^GSPC)
67.42%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q2 FY26
Revenue 4B
Earnings 324M
Profit Margin 8.09%

Q3

FY25

Q4

FY25

Q1

FY26

Q2

FY26

0
1B
2B
3B
4B
5.0%
10.0%
15.0%

Analyst Insights

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Analyst Price Targets

242.00 Low
283.33 Average
267.13 Current
388.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 10/12/2026
Analyst Wells Fargo
Rating Action Maintains
Rating Overweight
Price Action Lowers
Price Target 291 -> 284

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (current)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    10.38%

  • Return on Assets (ttm)

    2.32%

  • Return on Equity (ttm)

    6.72%

  • Revenue (ttm)

    15.11B

  • Net Income Avi to Common (ttm)

    1.57B

  • Diluted EPS (ttm)

    6.03

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    1.39B

  • Total Debt/Equity (mrq)

    59.40%

  • Levered Free Cash Flow (ttm)

    2.08B

Company Insights

Research Reports

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