Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co.

AJG

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Market Cap$51.67B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Arthur J. Gallagher & Co.Arthur J. Gallagher & Co.32.11.32%7%3.50.1

Earnings Call Q1 2026

April 30, 2026 - AI Summary

Strong Revenue Growth: Arthur J. Gallagher & Company reported a 28% revenue growth for Q1 2026, with 5% coming from organic growth and 23% from mergers and acquisitions (M&A), notably from AssuredPartners. The total net earnings growth was 12%, with adjusted EBITDAC growth at 18%, marking 24 consecutive quarters of double-digit growth.
Organic Growth Outlook: The company projects a full-year 2026 organic growth rate of 6%. Specific segments showed varied expectations: Brokerage in the Americas is expected to grow at 5.5% for the full year, which suggests a slight pickup in growth in the second half of the year compared to Q1 and Q2, primarily driven by specialty insurance and successful new business pipelines.
Market Dynamics: The property and casualty (P&C) insurance market is experiencing moderate decreases in property premiums (down 7%) while casualty and benefits lines remain robust with growth. An overwhelming challenge is the fluctuating pricing landscape—specifically within property—which could impact overall growth rates if trends worsen.

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$237.67

Target Price by Analysts

17.4% upsideArthur J. Gallagher Target Price DetailsTarget Price
$341.10

Current Fair Value

68.4% upside

Undervalued by 68.4% based on the discounted cash flow analysis.

Share Statistics

Market cap$51.67 Billion
Enterprise Value$52.21 Billion
Dividend Yield$2.65 (1.32%)
Earnings per Share$5.83
Beta0.55
Outstanding Shares257,119,000

Return

Return on Equity6.78%ROE
Return on Assets2.06%
Return on Invested Capital6.99%

Valuation & Multiples

P/E Ratio32.09P/E Ratio
PEG192.2PEG
Price to Sales3.49Price to Sales
Price to Book Ratio2.2Price to Book Ratio
Enterprise Value to Revenue3.49
Enterprise Value to EBIT19.28
Enterprise Value to Net Income32
Total Debt to Enterprise0.04
Debt to Equity0.08Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$4.40
Average shareholder expectation
Revenue Estimate
$4.74 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 30, 2026
EPS Estimate
$2.90
Average shareholder expectation
Revenue Estimate
$4.01 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.3675 26.24%
Total Calls722,400 46.15%
Total Puts265,508 14.74%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %88.15% 1.79%
Total Invested$49.63B 18.02%
Investors Holding1,264 65.00%

ESG Score

No data

About Arthur J. Gallagher & Co.

CEO: J. Patrick Gallagher

Relevant Senate Committees

Joint Committee on Taxation

This committee directly influences corporate tax structures and policy, which are crucial factors for AJG's financial planning, profitability, and valuation.

Finance

This powerful committee directly impacts AJG through tax policy, and influences its healthcare sector involvement through entitlement spending like Medicare pricing.

Health, Education, Labor, and Pensions

This committee directly regulates labor laws and health regulations, which are central to AJG's core businesses of employee benefits consulting and health insurance offerings.

Judiciary

With oversight of antitrust laws, this committee directly impacts AJG's growth strategy, as the company frequently engages in mergers and acquisitions.

Banking, Housing, and Urban Affairs

As a public financial services company, AJG operates within the broader financial system, making SEC oversight, financial stability regulations, and market conditions set by this committee highly relevant.

Select Committee on Intelligence

Members receive classified briefings on global threats and cybersecurity, which are critical for an insurance firm's risk assessment, underwriting, and understanding of market-impacting events.

Commerce, Science, and Transportation

With jurisdiction over interstate commerce, the FTC, and privacy laws, this committee directly impacts how AJG operates, handles client data, and complies with consumer protection regulations.