Arthur J. Gallagher & Co.
AJG · NYSE
Company research
Arthur J. Gallagher & Co. (NYSE: AJG) is one of the world's largest insurance brokerage, risk management, and consulting firms, founded in 1927 and headquartered in Rolling Meadows, Illinois. Under the leadership of CEO J. Patrick Gallagher Jr., the company employs approximately 72,000 professionals and delivers services across more than 130 countries through its two primary segments — Brokerage and Risk Management — offering retail and wholesale P&C insurance, employee benefits consulting, reinsurance broking via Gallagher Re, and third-party claims administration through Gallagher Bassett. In 2024, the company surpassed $11 billion in total revenues, ranking as the third-largest global insurance broker by revenue, serving a diverse client base spanning commercial, industrial, public, religious, and non-profit organizations. With a market capitalization of approximately $55 billion and a track record of 20 consecutive quarters of double-digit revenue growth, AJG continues to expand its global footprint through strategic acquisitions and organic growth initiatives.
Research reports
Flash By StockSentinel · May 27, 2026Arthur J. Gallagher & Co. (AJG) Stock Research Report
Positions AJG as a predictable insurance brokerage compounder temporarily discounted by acquisition integration noise, highlighting resilient recurring brokerage and risk management revenues, synergy upside from the AssuredPartners and Woodruff Sawyer acquisitions, and a probability-weighted fair value target around 402 dollars versus a roughly 203 dollar share price, while stressing execution on integration, elevated leverage, talent retention, and insurance premium-cycle sensitivity as key risks.
Sure Dividend · May 12, 2026A.J. Gallagher & Company (AJG) – Sure Analysis Research, May 2026 UpdateUpdates Sure Dividend’s model after Q1 2026, reiterating a buy rating with an estimated 25.8 percent annual total return based on 13 percent EPS growth, a re-rating from an unusually low 15 times P/E toward historical 20–25 times levels, and a growing but modest 1.4 percent dividend yield, while emphasizing acquisition-driven scale, mid-teens historical revenue CAGR, ongoing margin expansion, and the trade-off between reinvesting in growth and current income as central to the thesis.
Sure Dividend · February 15, 2026A.J. Gallagher & Company (AJG) – Sure Analysis Research, February 2026Presents a valuation-centric buy thesis with a projected 24.7 percent annual total return, arguing that AJG’s combination of steady organic growth, numerous small bolt-on acquisitions, and expanding margins supports a fair value price of 331 dollars and a five-year target of 610 dollars versus a then-current 208 dollars, and underscoring dividend safety via a sub-30 percent payout ratio, a 16-year dividend growth streak, and management’s continued focus on M&A-led compounding.