Arthur J. Gallagher & Co. (AJG) Stock Price, News & Analysis

Company Overview

Arthur J. Gallagher & Co. is a global insurance brokerage, risk management and consulting company. The company helps businesses, institutions and individuals identify, manage and transfer risk through insurance and related services.

Its operations include retail insurance brokerage, employee benefits consulting, risk management, claims administration, actuarial services, captive insurance and wholesale brokerage. Gallagher arranges commercial property and casualty coverage, personal insurance, specialty insurance and employee benefit programs, while also providing services designed to help clients manage workplace, liability and other operational risks.

Founded in 1927 by Arthur J. Gallagher, the company is headquartered in Rolling Meadows, Illinois. It serves clients in the United States and internationally through its own operations and a global network of partner brokers. The company has historically been led by J. Patrick Gallagher Jr., who joined Gallagher in 1974 and became chief executive officer in 1995.

Key Stats

• Today's Range: $236.58 to $240.71
• 50-Day Range: $237.17 to $271.99
• 52-Week Range: $190.75 to $313.55
• Volume: 1.28 million shs
• Average Volume: 1.32 million shs
• Market Capitalization: $60.79 billion
• P/E Ratio: 39.33
• Dividend Yield: 1.18%
• Price Target: $289.83
• Consensus Rating: Moderate Buy

Arthur J. Gallagher & Co. Stock Analysis - MarketRank™

Arthur J. Gallagher & Co. scored higher than 92% of companies evaluated by MarketBeat, and ranked 144th out of 838 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 4.1 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Arthur J. Gallagher & Co. has received a consensus rating of Moderate Buy. The company's average rating score is 2.74, and is based on no strong buy ratings, 14 buy ratings, 5 hold ratings, and no sell ratings.

Upside Potential

Arthur J. Gallagher & Co. has a consensus price target of $289.83, representing about 22.2% upside from its current price of $237.17.

Amount of Analyst Coverage

Arthur J. Gallagher & Co. has been the subject of 14 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: 12.12%

Earnings Growth

Earnings for Arthur J. Gallagher & Co. are expected to grow by 12.12% in the coming year, from $13.28 to $14.89 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Arthur J. Gallagher & Co. is 39.33, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 42.33.

Price to Earnings Ratio vs. Sector

The P/E ratio of Arthur J. Gallagher & Co. is 39.33, which means that it is trading at a more expensive P/E ratio than the Finance sector average P/E ratio of about 23.54.

Price to Earnings Growth Ratio

Arthur J. Gallagher & Co. has a PEG Ratio of 1.45. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

Arthur J. Gallagher & Co. has a P/B Ratio of 2.61. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 2.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

2.65% of the float of Arthur J. Gallagher & Co. has been sold short.

Short Interest Ratio / Days to Cover

Arthur J. Gallagher & Co. has a short interest ratio ("days to cover") of 5.07.

Change versus previous month

Short interest in Arthur J. Gallagher & Co. has recently increased by 14.45%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 4.2 / 5
• Dividend Strength: Strong

Dividend Yield

Arthur J. Gallagher & Co. pays a meaningful dividend of 1.17%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

Arthur J. Gallagher & Co. has been increasing its dividend for 15 years.

Dividend Coverage

The dividend payout ratio of Arthur J. Gallagher & Co. is 46.43%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, Arthur J. Gallagher & Co. will have a dividend payout ratio of 18.80% next year. This indicates that Arthur J. Gallagher & Co. will be able to sustain or increase its dividend.

News and Social Media

• Score: 2.1 / 5
• News Sentiment: 0.38

News Sentiment

Arthur J. Gallagher & Co. has a news sentiment score of 0.38. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 0.70 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 11 news articles for Arthur J. Gallagher & Co. this week, compared to 7 articles on an average week.

Search Interest

Only 2 people have searched for AJG on MarketBeat in the last 30 days. This is a decrease of -50% compared to the previous 30 days.

MarketBeat Follows

Only 4 people have added Arthur J. Gallagher & Co. to their MarketBeat watchlist in the last 30 days. This is a decrease of -43% compared to the previous 30 days.

Company Ownership

• Score: 1.5 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Arthur J. Gallagher & Co. insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $7,562,950.00 in company stock.

Percentage Held by Insiders

1.40% of the stock of Arthur J. Gallagher & Co. is held by insiders.

Percentage Held by Institutions

85.53% of the stock of Arthur J. Gallagher & Co. is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

Company Calendar

• Last Earnings: 7/30/2026
• Record date for 9/18 Dividend: 9/08/2026
• Ex-Dividend for 9/18 Dividend: 9/08/2026
• Dividend Payable: 9/18/2026
• Today: 9/21/2026
• Investor update: 9/23/2026
• Next Earnings (Estimated): 10/29/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: Insurance
• Sub-Industry: Insurance Brokers
• Current Symbol: NYSE:AJG
• CIK: 354190
• Web: www.ajg.com
• Phone: (630) 773-3800
• Fax: 630-285-4000
• Employees: 72,000
• Year Founded: 1927

Price Target and Rating

• Average Price Target for Arthur J. Gallagher & Co.: $289.83
• High Price Target: $334.00
• Low Price Target: $265.00
• Potential Upside/Downside: +22.2%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.74
• Research Coverage: 19 Analysts

Profitability

• EPS (Trailing Twelve Months): $6.03
• Trailing P/E Ratio: 39.33
• Forward P/E Ratio: 17.86
• P/E Growth: 1.45
• Net Income: $1.49 billion
• Net Margins: 9.96%
• Pretax Margin: 12.58%
• Return on Equity: 13.28%
• Return on Assets: 4.03%

Debt

• Debt-to-Equity Ratio: 0.50
• Current Ratio: 1.05
• Quick Ratio: 1.05

Sales & Book Value

• Annual Sales: $13.94 billion
• Price / Sales: 4.36
• Cash Flow: $15.10 per share
• Price / Cash Flow: 15.71
• Book Value: $90.92 per share
• Price / Book: 2.61

Miscellaneous

• Outstanding Shares: 256,300,000
• Free Float: 252,712,000
• Market Cap: $60.79 billion
• Optionable: Optionable
• Beta: 0.50