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 BuyIllustrative 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 ratio (Brokerage) non-GAAP | 53.4% | 2nd Q 26 | — |
| EBITDAC, as adjusted (Brokerage) non-GAAP | $1.16B | 2nd Q 26 | — |
| EBITDAC, as adjusted (Corporate) non-GAAP | -$65M | 2nd Q 26 | — |
| EBITDAC, as adjusted (Risk Management) non-GAAP | $101M | 2nd Q 26 | — |
| EBITDAC, as adjusted (Total Brokerage & Risk Management) non-GAAP | $1.26B | 2nd Q 26 | — |
| EBITDAC, as adjusted (Total Company) non-GAAP | $1.2B | 2nd Q 26 | — |
| Estimated annualized revenues acquired (Brokerage) | $58M | 2nd Q 26 | — |
| Number of acquisitions closed (Brokerage) | 6 | 2nd Q 26 | — |
| Organic change in contingent revenues non-GAAP | -8% | 2nd Q 26 | — |
| Reported compensation expense ratio (Brokerage) | 57.6% | 2nd Q 26 | — |
| Total organic change (commissions, fees, supplemental revenues and contingent revenues) non-GAAP | 5% | 2nd Q 26 | — |
| 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.
|
$64.44B | -2.9% | +10.1% | 41.7 | 2.4% |
|
MRSH
Marsh & Mclennan Companies, Inc.
|
$90.13B | +1.2% | +10.3% | 23.1 | 1.6% |
|
AON
Aon plc
|
$75.64B | +0.8% | +7.7% | 19.7 | 2.3% |
|
WTW
Willis Towers Watson PLC
|
$32.02B | +0.9% | -2.2% | 21.4 | 3.8% |
|
BRO
Brown & Brown, Inc.
|
$23.60B | -11.5% | +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 | +1.3% | -1.1% | +17.2% | +0.7% | -2.9% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +0.9% | -5.5% | +3.4% | -3.2% | -16.8% |
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.