AJG · Arthur J. Gallagher & Co.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted compensation expense ratios using adjusted revenues non-GAAP | 51% | 6 Mths 26 | — |
| Adjusted operating expense ratios using adjusted revenues non-GAAP | 12% | 6 Mths 26 | — |
| EBITDAC | 948M | 2nd Q 26 | — |
| Organic change in base commissions and fees non-GAAP | 4% | 6 Mths 26 | — |
| Organic fees non-GAAP | $841M | 6 Mths 26 | — |
| Organic growth non-GAAP | 6% | second quarter 2026 | — |
| Reported compensation expense ratios using reported revenues | 54.2% | 6 Mths 26 | — |
| Reported operating expense ratios using reported revenues | 13.6% | 6 Mths 26 | — |
| Revenue growth | 24% | second quarter 2026 | — |
| EBITDAC, as adjusted non-GAAP | $4.45B | Year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Insurance Brokers — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AJG
this stock
Arthur J. Gallagher & Co.
|
$63.65B | -0.5% | +10.1% | 41.2 | 2.4% |
|
MRSH
Marsh & Mclennan Companies, Inc.
|
$87.91B | +2.0% | +10.3% | 22.5 | 1.6% |
|
AON
Aon plc
|
$72.80B | -1.3% | +7.7% | 18.9 | 2.3% |
|
WTW
Willis Towers Watson PLC
|
$30.45B | +2.1% | -2.2% | 20.3 | 3.8% |
|
BRO
Brown & Brown, Inc.
|
$23.21B | -10.3% | +19.1% | — | 5.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AJG | +0.8% | +6.2% | +14.3% | +3.2% | -0.5% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +1.2% | +3.3% | +2.7% | +0.3% | -13.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.