AJG · Arthur J. Gallagher & Co.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. Gallagher reported a 24% increase in combined Brokerage and Risk Management revenue with 6% organic growth, but GAAP Brokerage net earnings declined to $450M from $510M on higher acquisition-related costs, and the CFO said M&A is running at ~80% of historical pace with valuation multiples resetting lower.
- + Combined Brokerage and Risk Management revenue grew 24% with 6% organic growth
- + CFO targets 600 bps of incremental AI-driven margin expansion over 3-5 years
- + Repurchased ~0.9 million shares for ~$170M in Q2
- − M&A running at ~80% of historical pace and acquisition multiples have reset lower
- − CFO said this quarter's multiple was 11.3x (vs 9.4x in Q1), well above typical tuck-in levels
- − Risk Management reinsurance segment organic growth outlook was lowered to 9%
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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 SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
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.
|
$58.90B | -10.4% | +10.1% | 38.1 | 2.5% |
|
MRSH
Marsh & Mclennan Companies, Inc.
|
$81.66B | -7.4% | +10.3% | 20.9 | 1.2% |
|
AON
Aon plc
|
$58.11B | -21.8% | +7.7% | 15.1 | 1.7% |
|
WTW
Willis Towers Watson PLC
|
$27.30B | -11.3% | -2.2% | 18.2 | 2.6% |
|
BRO
Brown & Brown, Inc.
|
$20.28B | -22.5% | +22.8% | 17.0 | 4.1% |
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 | +2.1% | -12.3% | +8.6% | +1.6% | -10.4% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | +2.5% | -12.2% | -3.9% | +1.5% | -22.5% |
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.