US · Financial Services · Insurance Brokers
EPS came in at 2.84 against a street estimate of 2.84 — a beat of 0.0%.
Analysts rate Arthur J Gallagher & Co a buy (15 buy, 7 hold, 0 sell out of 22) with an average price target of $291.72.
CONFIDENT AJG delivered 6% organic growth with 24% total revenue expansion, marking 25 consecutive quarters of double-digit adjusted EBITDAC growth. AssuredPartners performing well; Gallagher Bassett surged 12% organically. Company reaffirms full-year 6% organic guidance despite moderating property pricing. Q2 2026 Property pricing moderating broadly; casualty firmer. Complexity (data centers, supply chains, war risk) driving advisory value. Market share gains evident despite only touching $200–250B of $7T global premium. Analysts pressed durability of organic growth amid property pricing reset (AJG confident in advisory moat and client complexity needs); sustainability of supplemental/contingent revenue (management noted contract mix shifts, underlies value to market); AI margin trajectory (CFO emphasized incremental to underlying expansion, no formal program announced, 3–5 year realiza…
Full summary in the app.
| Fund | Stake |
|---|---|
| JPMorgan Chase & Co | 7.63% |
| BlackRock Inc | 7.53% |
| Vanguard Capital Management, LLC | 6.51% |
| FMR Inc | 5.70% |
| Capital World Investors | 4.88% |
| Vanguard Portfolio Management, LLC | 4.84% |
| State Street Corp | 4.28% |
| Dodge & Cox | 3.65% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 ARTHUR J. GALLAGHER & CO. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Richard C. Cary, age 63, Controller and Chief Accounting Officer since | 2026-08-27 |
| Quarterly report · Q2 2026 ARTHUR J. GALLAGHER & CO. – Q2 2026 SUMMARY HEADLINE NUMBERS • Six-month net earnings (controlling interests): $1,146 million vs. $1,072 million in | 2026-08-05 |
| Results announced · Q3 2026 ARTHUR J. GALLAGHER & CO. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Total Revenue (before reimbursements): $3,955 million vs. $3,179 mil | 2026-07-30 |
| Company announcement · Q3 2026 ARTHUR J. GALLAGHER & CO. (AJG) – FORM 8-K SUMMARY OTHER NOTABLE POINTS • Board Leadership Change: David Johnson, Lead Independent Director, passed | 2026-07-29 |
| Reg FD disclosure · Q2 2026 ARTHUR J. GALLAGHER & CO. (AJG) - FORM 8-K SUMMARY HEADLINE NUMBERS • No specific financial metrics disclosed in this filing • Document is a regulato | 2026-06-17 |
| Quarterly report · Q1 2026 ARTHUR J. GALLAGHER & CO. - Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net earnings: $823 million (Q1 2026) vs. $709 million (Q1 2025), up 16% • Ne | 2026-05-07 |
| Proxy statement · Q2 2026 ARTHUR J. GALLAGHER & CO. PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Vote 1: Elect 9 director nominees – Majority vote required (more | 2026-03-23 |
| Annual report FY2025 ARTHUR J. GALLAGHER & CO. - FORM 10-K SUMMARY Fiscal Year Ended December 31, 2025 --- HEADLINE NUMBERS • Market capitalization at December 31, 2025 | 2026-02-17 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.70 / share ex-date Sep 8, 2026 · pay Sep 18, 2026 | 2026-09-08 |
| Dividend | $0.70 / share ex-date Jun 5, 2026 · pay Jun 19, 2026 | 2026-06-05 |
| Dividend | $0.70 / share ex-date Mar 6, 2026 · pay Mar 20, 2026 | 2026-03-06 |
| Dividend | $0.65 / share ex-date Dec 5, 2025 · pay Dec 19, 2025 | 2025-12-05 |
| Dividend | $0.65 / share ex-date Sep 5, 2025 · pay Sep 19, 2025 | 2025-09-05 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Arthur J Gallagher & Co — free to start.
Google PlayApp StoreData updated 2026-09-18.