Companies /Financial Services

Arthur J. Gallagher & Company

NYSE: AJG Insurance Brokers
$282.27
▲ $4.99 (+1.80%) today
Markets open · 3:02pm ET

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AJG at a Glance

Valuation
Market cap
$71.1B
P/E ratio
42.3
Dividend yield
0.98%
Profitability
Revenue (TTM)
$15.8B
Profit margin
10.8%
EPS (TTM)
$6.55
Price
52-week range
$190 – $295
24/7 target
$329.98
Street target
$300.11
Earnings
Next report
Jan 27, 2027
Q3 2026 EPS
$3.00
vs. $2.99 est.
+0.5%

Headquartered in Rolling Meadows, IL Fiscal year ends December NYSE: AJG ajg.com

About Arthur J. Gallagher &

Arthur J. Gallagher & Co. (NYSE: AJG) is a global insurance brokerage, risk management and consulting services firm. It serves clients in approximately 130 countries through its owned operations and a network of correspondent brokers and consultants.

It operates in three segments:
- **Brokerage**: Generates commissions, fees, supplemental and contingent revenues by placing insurance and reinsurance and providing consulting and benefits services. It also earns interest and premium finance income.
- **Risk Management**: Provides claims administration and related fee-based services.
- **Corporate**: Holds corporate debt and overhead, plus legacy and new clean energy investments, primarily fusion and carbon sequestration projects.

Gallagher pursues a two-pronged strategy of organic growth plus acquisitions. Recent deals include AssuredPartners, the largest in its history at roughly $14 billion, closed August 2025, and Woodruff Sawyer, closed April 2025. Earlier large acquisitions include Willis Towers Watson's treaty reinsurance brokerage, Buck, Cadence Insurance, Eastern Insurance Group and My Plan Manager.

The company employed about 74,614 people at September 30, 2026: 57,587 in Brokerage and 11,454 in Risk Management. It also operates offshore centers of excellence, including in India. Updated

Revenue by Segment · Q3 2026
  1. Brokerage87%
  2. Risk Management13%

Latest Activity

Guzzle Velocity: Celsius and the Energy Drink Explosion

  • Hough: Q3 earnings growth of 34%, with 20x earnings 'not extravagantly expensive'
  • Energy drinks now a $25B US market; Celsius rose 28,000% then gave back two-thirds
  • Franklin Templeton's Kate Lakin calls Aon and Arthur J. Gallagher AI winners at low-teens EBITDA multiples
  • Lakin backs Microsoft on ~50% Azure growth and Royal Caribbean on cruise underpenetration

The energy drink debate lands on whether Celsius's two-thirds drawdown from a 28,000% run is a broken story or a reset entry into a $25 billion category. On the picks side, Lakin's contrarian read is that insurance brokers stand to gain from AI, and that only 35 million people cruise versus 100 million visiting Disney World and Vegas.

52-week highs
69stocks hit new 52-week highs this week
  • REGNRegeneron$904.35+14.2%
  • LNGCheniere Energy$279.8+9.9%
  • IBNICICI Bank$33.89+8.9%
  • EWEdwards Lifesciences$102.14+7.3%
  • AMCAMC Entertainment$3.14+7.1%
  • AJGArthur J. Gallagher &$281.61+6.6%
  • GWWGrainger$1,440.97+6.4%
  • BDXBecton Dickinson$211.86+6.4%
  • MMM3M Company$185.2+6.0%
  • BRK-ABerkshire Hathaway$857,486.43+5.8%

69 stocks printed fresh 52-week highs this week, with Regeneron clearing its prior peak by 14% at $904.35. Cheniere Energy, ICICI Bank, Grainger and Berkshire Hathaway also made the list.

Sold Arthur J. Gallagher & Co.$6.7M23,510 shares @ $286.625

Ziebell exercised options at $86.17 and sold every one of the 23,510 shares the same day at $286.625, pocketing roughly $6.7 million and cutting his direct stake nearly in half. No shares were kept, which is a notable choice with commercial insurance pricing already softening.

AJGArthur J. Gallagher &
New 52-week high$276.07+1.8% vs prior high · 2026-08-24

A new 52-week high at $276.07 for the insurance broker, 1.78% above the August 24 peak and a full recovery from May lows near $196. The $70.8 billion broker is back in price discovery.

Now Chief Accounting Officer at Arthur J. Gallagher & Co.

A new chief accounting officer is signing off on the books at a $59.4 billion insurance broker that has been rolling up acquisitions at a rapid clip, which makes this the person whose purchase accounting and disclosure choices shape every quarter ahead. First Form 3 filings from a top finance officer are worth flagging because future buys and sells now hit the tape.

AJG Coverage

Frequently Asked Questions

What does Arthur J. Gallagher & do?

Arthur J. Gallagher & Co. (NYSE: AJG) is a global insurance brokerage, risk management and consulting services firm.

What is the AJG stock price target?

24/7 Wall St.'s 12-month price target for AJG is $329.98, rated Buy. The Wall Street consensus target is $300.11. AJG price prediction →