Arthur J. Gallagher & Co. · Insurance Agents, Brokers & Service

AJG

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The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 24% in the latest quarter vs a year ago
Profitable every year for 10 years
Sales up 21% last year

Money moves

No insider buying or selling in the last 30 days
Institutions added 3.7% to their holdings in the quarter ending June 2026 (602 bought, 579 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$266.73-0.5% that day

Company value: $68.4B; Share price times all shares
Price vs profit (P/E): 44.2x; You pay about $44 for each $1 of yearly profit
Price vs sales: 4.3x; Company value is 4.3 times a year of sales
Dividend yield: 1.0%; Yearly dividend as a share of today's price
Cash vs value: 2%; Cash as a share of company value
Debt vs value: 19%; Debt as a share of company value

From AJG's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$4.0B+24% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $15.8B, up 26% from the 12 months before. Over 5 years, sales grew about 15% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of AJG. Starting points are the company's recent numbers.

Sales growth+26% a yearRecently: +26% a yearProfit margin10%Last 12 months: 10.0%P/E at the end40xToday: 44.2x. Many steady companies trade at 12x to 25xShare count change0% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$50.0B

Profit in 5 years$5.0B

Price these guesses point to$780.87+193% vs $266.73 todayAbout +24% a year, before dividends

What today's price needs: with a 10% margin and a 40x P/E, sales would have to grow about 1.6% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/5Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.6.9%
MissDebt under half of equityNot relying on borrowed money.0.55x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.10.7%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$1.9B

Revenue: $13.9B; +20.7% vs prior year
5-year growth: +14.8%/yr; revenue, per year
Total debt: $12.9B; 0.55x equity
Free cash flow: $1.9B; 13.8% of revenue

From annual reports filed with the SEC. Gross margin doesn't apply to banks and insurers, so it isn't scored. Not in this company's SEC data, so not scored: share count not growing. A checklist is a starting point for research, not a verdict.