Financial Services
Arthur J. Gallagher & Co.(AJG)
Live Price
Offline$214.06
-0.94% today
1Y Change
-32.02%
Window
Jun 25, 2025 โ Jun 23, 2026
- Market Cap
- $53.23B
- Revenue Growth
- +20.7%
- EPS Growth
- -12.1%
- Dividend Yield
- 1.3%
Coverage: 249 bars ยท Jun 25, 2025 โ Jun 23, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Arthur J. Gallagher & Co. (AJG) is a Financial Services stock with a market cap of $53.23B and listed on NYSE. The stock last traded around $214.06 and down 32.0% across the available one-year price window (Jun 25, 2025 โ Jun 23, 2026). Baseline metrics include revenue growth of +20.7%, EPS growth of -12.1%, a dividend yield of 1.3%. What stands out right now is revenue +20.7%, EPS -12.1%, free cash flow -26.9% with operating margin 18.2% and ROIC 5.5%. The dividend is present but secondary, with a yield around 1.3%. Valuation already assumes a fairly strong business story at P/E 33.0 and price/sales 3.6. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines AJG price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+20.7% vs +3.4% peer median
Operating Margin
Above sector median
+18.2% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 7, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +20.7% and EPS is at -12.1%, with operating margin around 18.2%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 1.3%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -3.3% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 7, 2026 | โ | -1.5% | -2.1% | +7.0% |
2026 Jan 29, 2026 | +1.3% | +1.4% | -1.3% | -7.2% |
2025 Oct 30, 2025 | -7.6% | -4.8% | -6.4% | -5.5% |
Benchmark Edge
AJG vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
AJG
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
AJG Max Drawdown
-40.02%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for AJG and SPY.
Company Overview
Arthur J. Gallagher & Co.
New York Stock Exchange
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.
- Leadership
- J. Patrick Gallagher Jr.
- IPO Date
- Jun 20, 1984
- Employees
- 72.0k
- Street Address
- 2850 Golf Road
- Mailing
- Rolling Meadows, IL, 60008-4050
- Region
- Rolling Meadows, IL, US
- Reporting Currency
- USD
- Investor Line
- 630 773 3800
- Last Updated
- May 6, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 33.0
- EV/EBITDA
- 13.5
- Price/Sales
- 3.6
- Price/Book
- 2.2
Growth
- Revenue
- +20.7%
- EPS
- -12.1%
- Free Cash Flow
- -26.9%
Profitability
- Gross Margin
- 66.0%
- Operating Margin
- 18.2%
- Net Margin
- 10.8%
- ROE
- 6.9%
- ROIC
- 5.5%
Balance Sheet
- Debt/Equity
- 0.05
- Current Ratio
- 1.06
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.