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

Company Overview

Arthur J. Gallagher & Co. engages in the provision of insurance brokerage, reinsurance brokerage, consulting, and third-party claims settlement and administration services. It operates through the following business segments: Brokerage, Risk Management, and Corporate. The Brokerage segment consists of retail and wholesale insurance brokerage operations. The Risk Management segment provides contract claim settlement and administration services. The Corporate segment manages clean energy and other investments. The company was founded by Arthur J. Gallagher in 1927 and is headquartered in Rolling Meadows, IL.

Key Stats

• Today's Range: $293.91 to $296.93
• 50-Day Range: $275.89 to $315.16
• 52-Week Range: $227.08 to $316.72
• Volume: 1.26 million shs
• Average Volume: 2.13 million shs
• Market Capitalization: $73.75 billion
• P/E Ratio: 56.23
• Dividend Yield: 0.81%
• Price Target: $304.07
• Consensus Rating: Hold

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

Arthur J. Gallagher & Co. scored higher than 89% of companies evaluated by MarketBeat, and ranked 168th out of 948 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: 2.1 / 5
• Analyst Rating: Hold

Consensus Rating

Arthur J. Gallagher & Co. has received a consensus rating of Hold. The company's average rating score is 2.29, and is based on 6 buy ratings, 6 hold ratings, and 2 sell ratings.

Amount of Analyst Coverage

Arthur J. Gallagher & Co. has been the subject of 7 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 1.9 / 5
• Proj. Earnings Growth: 12.03%

Earnings Growth

Earnings for Arthur J. Gallagher & Co. are expected to grow by 12.03% in the coming year, from $10.06 to $11.27 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Arthur J. Gallagher & Co. is 56.23, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 101.93.

Price to Earnings Ratio vs. Sector

The P/E ratio of Arthur J. Gallagher & Co. is 56.23, which means that it is trading at a more expensive P/E ratio than the Finance sector average P/E ratio of about 22.68.

Price to Book Value per Share Ratio

Arthur J. Gallagher & Co. has a P/B Ratio of 5.89. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

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

Percentage of Shares Shorted

3.75% of the outstanding shares of Arthur J. Gallagher & Co. have been sold short.

Short Interest Ratio / Days to Cover

Arthur J. Gallagher & Co. has a short interest ratio ("days to cover") of 5.4.

Change versus previous month

Short interest in Arthur J. Gallagher & Co. has recently increased by 27.66%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 3.3 / 5
• Dividend Strength: Strong

Dividend Yield

Arthur J. Gallagher & Co. has a dividend yield of 0.81%, which is in the bottom 25% of all stocks that pay dividends.

Dividend Growth

Arthur J. Gallagher & Co. has been increasing its dividend for 14 years.

Dividend Coverage

The dividend payout ratio of Arthur J. Gallagher & Co. is 45.71%. 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 21.30% next year. This indicates that Arthur J. Gallagher & Co. will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: 3.0 / 5
• Environmental Score: -0.45

Percentage of Shares Shorted

3.75% of the outstanding shares of Arthur J. Gallagher & Co. have been sold short.

Short Interest Ratio / Days to Cover

Arthur J. Gallagher & Co. has a short interest ratio ("days to cover") of 5.4.

Change versus previous month

Short interest in Arthur J. Gallagher & Co. has recently increased by 27.66%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 3.5 / 5
• News Sentiment: 1.22

News Sentiment

Arthur J. Gallagher & Co. has a news sentiment score of 1.22. 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 higher news sentiment than the 0.58 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 23 news articles for Arthur J. Gallagher & Co. this week, compared to 13 articles on an average week.

Search Interest

8 people have searched for AJG on MarketBeat in the last 30 days. This is an increase of 100% 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 -67% compared to the previous 30 days.

Company Ownership

• Score: 2.5 / 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 $2,796,500.00 in company stock.

Percentage Held by Insiders

Only 1.60% 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.

AJG Stock Analysis - Frequently Asked Questions

How have AJG shares performed this year?

Arthur J. Gallagher & Co.'s stock was trading at $283.85 on January 1st, 2025. Since then, AJG shares have increased by 4.0% and is now trading at $295.2190.
View the best growth stocks for 2025 here.

How were Arthur J. Gallagher & Co.'s earnings last quarter?

Arthur J. Gallagher & Co. (NYSE:AJG) released its quarterly earnings data on Thursday, October, 24th. The financial services provider reported $2.26 EPS for the quarter, meeting the consensus estimate of $2.26. The company's quarterly revenue was up 12.8% compared to the same quarter last year.
Read the conference call transcript.

Does Arthur J. Gallagher & Co. have any subsidiaries?

Arthur J. Gallagher & Co. subsidiaries include Optimum Talent, LSG Insurance Partners, The Human Capital Group, Gillis Ellis & Baker Inc., BluePeak Advisors, P2 Group, Cairnstone Financial, and more.

Who are Arthur J. Gallagher & Co.'s major shareholders?

Arthur J. Gallagher & Co.'s top institutional investors include Guinness Asset Management LTD (0.34%), Assenagon Asset Management S.A. (0.18%), Mountain Pacific Investment Advisers LLC (0.08%) and Gateway Investment Advisers LLC (0.07%). Insiders that own company stock include Thomas Joseph Gallagher, Scott R Hudson, Douglas K Howell, William L Bax, David S Johnson, Richard C Cary, William F Ziebell, Patrick Murphy Gallagher, Michael Robert Pesch, Walter D Bay, Kay W Mccurdy, Sherry S Barrat, Christopher E Mead, Joel D Cavaness, Susan E Pietrucha and J Patrick Gallagher Jr.
View institutional ownership trends.

How do I buy shares of Arthur J. Gallagher & Co.?

Shares of AJG stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Arthur J. Gallagher & Co. own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Arthur J. Gallagher & Co. investors own include NVIDIA (NVDA), Humana (HUM), Meta Platforms (META), American Water Works (AWK), Broadcom (AVGO), Salesforce (CRM) and Advanced Micro Devices (AMD).

Company Calendar

• Last Earnings: 10/24/2024
• Ex-Dividend for 12/20 Dividend: 12/06/2024
• Dividend Payable: 12/20/2024
• Today: 1/20/2025
• Next Earnings (Estimated): 1/30/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: Insurance agents, brokers, & service
• Sub-Industry: Insurance Brokers
• Current Symbol: NYSE:AJG
• CUSIP: 36357610
• CIK: 354190
• Web: www.ajg.com
• Phone: (630) 773-3800
• Fax: 630-285-4000
• Employees: 44,000
• Year Founded: 1927

Price Target and Rating

• Average Stock Price Target: $304.07
• High Stock Price Target: $377.00
• Low Stock Price Target: $265.00
• Potential Upside/Downside: +3.0%
• Consensus Rating: Hold
• Rating Score (0-4): 2.29
• Research Coverage: 14 Analysts

Profitability

• EPS (Most Recent Fiscal Year): $5.25
• Trailing P/E Ratio: 56.23
• Forward P/E Ratio: 29.35
• P/E Growth: N/A
• Net Income: $969.50 million
• Net Margins: 10.40%
• Pretax Margin: 12.95%
• Return on Equity: 19.12%
• Return on Assets: 3.78%

Debt

• Debt-to-Equity Ratio: 0.64
• Current Ratio: 1.06
• Quick Ratio: 1.06

Sales & Book Value

• Annual Sales: $11.27 billion
• Price / Sales: 6.54
• Cash Flow: $12.47 per share
• Price / Cash Flow: 23.67
• Book Value: $50.09 per share
• Price / Book: 5.89

Miscellaneous

• Outstanding Shares: 249,803,000
• Free Float: 245,806,000
• Market Cap: $73.75 billion
• Optionable: Optionable
• Beta: 0.76