Arthur J. Gallagher/$AJG

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About Arthur J. Gallagher

Founded in 1927 as a one-person agency, Gallagher's primary business is insurance brokerage, with a focus on serving middle-market companies. The company's risk management segment provides third-party claims adjustment to companies that choose to self-insure. Gallagher has about 72,000 employees and generates about a third of its revenue internationally, primarily in Australia, Canada, New Zealand, and the UK.
Ticker
$AJG
Sector
Finance
Primary listing
NYSE
Employees
67,456

AJG Metrics

BasicAdvanced
$59B
38.10
$6.03
0.51
$2.75
1.22%

What the Analysts think about AJG

Analyst ratings (Buy, Hold, Sell) for Arthur J. Gallagher stock.
Analyst projections of the future price of Arthur J. Gallagher stock.

Bulls say / Bears say

Q2 adjusted brokerage revenue increased to $3.494 billion from $2.782 billion, while adjusted EBITDAC rose to $1.163 billion from $1.005 billion, demonstrating strong operating growth following the AssuredPartners acquisition. (SEC filing)
Gallagher reported solid underlying demand: Q2 organic base commissions and fees grew 4%, organic supplemental revenue increased 20%, and the company’s risk-management revenue rose to $453 million from $392 million. (SEC filing)
Management expects AssuredPartners to generate approximately $160 million of annualized run-rate synergies by the end of 2026 and approximately $300 million by early 2028, providing a meaningful medium-term earnings catalyst if integration progresses as planned. (Gallagher CFO commentary)
Reported Q2 brokerage net earnings fell to $450 million from $510 million year over year, while diluted EPS declined to $1.74 from $1.95, highlighting the earnings drag from acquisition-related amortization and integration costs. (SEC filing)
The acquisition-heavy growth model is creating substantial near-term costs: Q2 brokerage acquisition-integration expense rose to $84 million from $30 million, while acquisition-related adjustments increased to $49 million from $25 million. (SEC filing)
Organic growth remains uneven: Q2 organic contingent revenue declined 8%, suggesting pressure in a potentially valuable but less predictable revenue stream despite stronger organic base commissions and supplemental revenue. (SEC filing)
Data summarised monthly by Lightyear AI. Last updated on 14 Sept 2026.

AJG Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

AJG Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

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