Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co.

AJG
Arthur J. Gallagher & Co.US flagNew York Stock Exchange
218.69
USD
-2.21
- -
56.19BMarket Cap
Arthur J. Gallagher & Co.
AJG
(New York Stock Exchange)

Recent

price

218.69

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
FRC
17.2
19.12
20.83
24.67
30.27
31.31
31.99
34.68
37.89
38.28
36.7
40.5
40.65
46.86
52.4
54.43
58.32
Revenue per Share
1.61
1.29
1.61
2.08
1.98
2.07
2.23
2.67
3.47
3.6
4.29
4.47
5.3
4.51
6.63
5.83
6.28
Basic EPS, GAAP
1.89
2.13
2.41
2.16
2.32
3.41
2.43
4.74
4.19
6.4
9.46
6.87
6.61
9.45
11.71
7.53
7.85
Free Cash Flow per Basic Share
1.23
1.31
1.69
1.42
1.46
1.5
1.53
1.57
1.65
1.73
1.82
1.93
2.04
2.21
2.38
2.6
2.65
Dividend per Share
5.5
5.35
5.26
5.66
5.5
5.52
6.17
7.79
9.54
11.23
13.43
15.25
17.94
19.86
23.75
23.67
26.11
Book Value per Share
-2.4
-4.24
-5.15
-8.83
-12.56
-9.72
-9.8
-8.38
-10.01
-14.63
-12.01
-20.03
-17.45
-24.63
15.33
-38.77
-37.09
Tangible Book Value per Share
108
112
121
129
153
172
178
180
183
186
191
203
210
215
221
256
257
Basic Weighted Avg Shares
1,864
2,135
2,520
3,180
4,626
5,392
5,680
6,246
6,924
7,120
7,009
8,209
8,551
10,072
11,555
13,942
14,973
Sales/Revenue/Turnover
12.61
11.36
11.57
10.78
8.6
8.11
8.37
8.19
8.91
10.48
14.84
16.29
19.49
18.47
19.75
18.33
18.21
Operating Margin (%)
93
115
140
179
259
334
351
386
419
474
562
566
600
697
843
1,122
1,206
Depreciation Expense
174
144
195
269
303
357
397
481
634
669
819
907
1,114
970
1,463
1,494
1,612
Net Income, GAAP
19.56
30.65
20.51
2.2
- -
- -
- -
- -
- -
- -
1.47
2.06
15.9
18.48
21.55
19.67
20.78
Effective Tax Rate (%)
9.34
6.75
7.74
8.45
6.56
6.62
6.99
7.71
9.15
9.39
11.68
11.05
13.03
9.63
12.66
10.72
10.76
Profit Margin (%)
149
126
67
-409
168
27
-196
539
425
196
989
935
947
1,051
14,853
1,837
2,490
Working Capital
550
675
725
825
2,125
2,072
2,145
2,692
3,091
4,157
4,587
6,120
5,863
7,358
13,060
12,619
12,576
LT Debt
1,107
1,244
1,659
2,086
3,305
3,688
3,656
4,300
4,570
5,216
6,233
8,560
9,190
10,815
20,180
23,347
23,802
Total Equity
12.2
9.38
10.44
11.08
- -
- -
- -
- -
- -
- -
9.64
9.98
9.12
8.74
6.79
5.83
5.92
Return on Invested Capital (%)
17.95
14.19
16.53
16.41
- -
- -
- -
- -
- -
- -
13.35
12.55
13.3
10.64
11.18
10.43
10.74
Return on Capital (%)
30.29
24.13
31.61
39.33
38.63
39.82
38.79
38.54
40.28
34.91
35.18
32.06
32.46
24.12
30.78
26.44
25.82
Return on Common Equity (%)

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
1,007
866
796
LT Borrowings
12,101
12,104
12,077
LT Finance Leases
577
515
499
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
257
257
257
Market Capitalization
76,980
66,289
55,601

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
43,008
34,356
42,019
Cash, Cash Equivalents & STI
1,399
1,396
1,413
Accounts Receivable, Net
5,426
5,175
5,960
Inventories
- -
- -
- -
Total Current Liabilities
40,760
32,519
39,529
Payables & Accruals
- -
- -
- -
ST Debt
1,007
866
796
Deferred Revenue
767
737
809

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
22.13%
32.93%
15.69%
Free Cash Flow
19.32%
4.98%
-25.28%
Net Income, GAAP
16.58%
14.72%
2.12%
Sales/Revenue/Turnover
10.19%
14.89%
20.66%
Total Cash Common Dividend
10.15%
14.12%
27.05%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
3,257
2,775
2,807
2,716
11,555
2025
3,727
3,221
3,366
3,628
13,942
2026
4,758
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
2.8
1.3
1.43
1.14
6.63
2025
2.76
1.43
1.06
0.59
5.83
2026
3.2
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.6
0.6
0.6
0.58
2.38
2025
0.65
0.65
0.65
0.65
2.6
2026
0.7
- -
- -
- -
- -
Business
Arthur J. Gallagher & Co. stands as a prominent global force in insurance brokerage, risk management, and consulting services, operating across a vast international network. The firm delivers essential insurance placement, risk advisory, and benefit program management to a diverse clientele spanning commercial, industrial, public, and not-for-profit sectors, as well as individuals. Its operations are strategically organized into two core segments: Brokerage and Risk Management. The Brokerage division encompasses both retail and wholesale insurance activities, facilitating the placement of standard and intricate insurance solutions. This segment supports retail partners and independent brokers in securing specialized coverage, functioning as a wholesale broker, managing general agent, and underwriter for various insurance products. Key functions within this area include marketing, underwriting, policy issuance, premium collection, agent oversight, claims payment, and reinsurance negotiation, alongside providing consulting for employer-sponsored benefit plans and risk mitigation. The Risk Management segment, primarily through Gallagher Bassett Services, Inc., offers comprehensive contract claim settlement and administration services to businesses and governmental entities. This includes claims management, loss control consulting, and property appraisal services. Arthur J. Gallagher & Co. leverages its global presence, extending services through its owned operations and a broad network of correspondent brokers and consultants across over 130 countries. The company generates revenue predominantly through commissions and fees from insurance placements and risk management consulting. Founded in 1927 and headquartered in Rolling Meadows, Illinois, the company has grown significantly, consistently expanding its service offerings and global footprint through strategic acquisitions. In a notable recent event, the firm completed the acquisition of AssuredPartners in August 2025, further enhancing its retail middle-market property/casualty and employee benefits capabilities across the U.S., UK, and Ireland. This acquisition also broadened its expertise in niche areas such as transportation, energy, healthcare, and public entities, and strengthened its wholesale, reinsurance, and claims management businesses. Arthur J. Gallagher & Co. continues to uphold a client-centric approach, guided by "The Gallagher Way," a set of shared values emphasizing ethics, service, and collaboration.

Company News

MCPAPIChat
  • Arthur J. Gallagher & Co.: Bolt-On Acquisitions Fuel Growth

  • AJG Stock Declines 31% in a Year: What Should Investors Do Now?

  • Arthur J. Gallagher & Co (AJG) Shares Surge 4.2% -- What GF Score of 77 Tells Investors

  • ARTHUR J. GALLAGHER & CO. TO HOST REGULARLY SCHEDULED QUARTERLY INVESTOR MEETING WITH MANAGEMENT

  • AJG Bets on Specialty Insurance Buyouts for Long-Term Growth

  • AJG Strengthens Specialty Insurance via Acquisition of Twin Elms

  • Arthur J. Gallagher & Co. Acquires Twin Elms, LLC

  • 4 Insurance Brokerage Stocks to Gain From Demand and M&A

  • Arthur J. Gallagher Expands RPS Business With McKee Acquisition

  • Arthur J. Gallagher & Co. Acquires McKee Risk Management, Inc.

  • Gallagher Introduces New AI Tool to Advance the Future of Employer Benefits Decision‑Making

  • AJG DCF Analysis: Intrinsic Value $302 vs Price $197

  • Arthur J. Gallagher & Co. Acquires Mays Brown Solicitors

  • Gallagher Launches Gallagher Blueprint, Pairing AI and Expert Insight to Produce Risk Profile Scores and Market-Ready Action Plans

  • Arthur J. Gallagher Q1 Earnings Beat, Commissions and Fees Rise Y/Y

  • Arthur J. Gallagher & Co (AJG) Q1 2026 Earnings Call Highlights: Robust Revenue Growth and Strategic M&A Drive Performance

  • Arthur J. Gallagher & Co. (AJG) Q1 2026 Earnings Call Transcript

  • Here's What Key Metrics Tell Us About Arthur J. Gallagher (AJG) Q1 Earnings

  • Arthur J. Gallagher (AJG) Q1 Earnings and Revenues Surpass Estimates

  • Arthur J. Gallagher & Co. Announces First Quarter 2026 Financial Results