AJG
Arthur J. Gallagher & Co.Previous close
241.41
Change
−2.37 / −0.97%
P/E (TTM) ?
41.0
Market Cap
$62.5B
1M
−2.80%
S&P 500 −0.63% over same period
Volume / Avg Volume
944K / 1.3M
0.74× average
Latest earnings analysisFY2026 Q2Reported 2026-07-30
Arthur J. Gallagher FY2026 Q2: revenue up 25.9%, adjusted EPS in line
Arthur J. Gallagher reported $4.00 billion of Q2 FY2026 revenue, up 25.9% from a year earlier, while adjusted EPS of $2.84 essentially matched the $2.8404 consensus. GAAP EPS fell to $1.25 from $1.40, mainly due to amortization and integration costs from recent deals. The quarter is best read as strong on revenue and adjusted profit, but messy on GAAP earnings, with no numeric guidance to anchor the next quarter.
Read the full analysis →Revenue$4.00BYoY +25.90%
EPS (non-GAAP)$2.84In lineest. $2.84
Next-day move−2.75%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-30 | $4.0B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-30 | $4.8B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-01-29 | $13.9B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-30 | $3.4B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-31 | $3.2B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-05-01 | $3.7B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 22 of its 5-year rangeCheap
5-year range 35.6 – 57.6 · Median 46.9
Last 4 quarters: $480M in buybacks + $693M in dividends, 1.88% of market cap combined
P/E (TTM)
41.0
P/B
2.7
P/S
4.1
Dividend Yield
0.87%
Earnings Reaction
Over the last 6 reports, the stock moved ±2.5% on average on the first trading day after, rising 3 times
Most recent −2.75%
Volatility & Correlation
1-year beta -0.30 · Correlation with S&P 500 -0.12Low beta
Annualized volatility 31% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 4 · $7.6MNet selling $7.6M
- 09-15CARY RICHARD CController, CAOSell$0.25M1,000 shares · Avg price 252.86
- 09-02Hudson Scott RVice PresidentSell$3.2M12,000 shares · Avg price 264.13
- 08-24Bay Walter D.General CounselSell$3.2M12,000 shares · Avg price 270.08
- 08-19Mead Christopher EVICE PRESIDENTSell$0.90M3,500 shares · Avg price 257.03
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 4.00 | +24.2% | — | 0.32 | 1.25 |
| FY2026 Q1 | 4.76 | +27.7% | — | 0.82 | 3.16 |
| FY2025 Q4 | 3.63 | +33.6% | — | 0.15 | 0.58 |
| FY2025 Q3 | 3.37 | +19.9% | — | 0.27 | 1.04 |
| FY2025 Q2 | 3.22 | +16.1% | — | 0.37 | 1.40 |
| FY2025 Q1 | 3.73 | +14.4% | — | 0.70 | 2.72 |
| FY2024 Q4 | 2.72 | +11.7% | — | 0.26 | 1.10 |
| FY2024 Q3 | 2.81 | +12.6% | — | 0.31 | 1.39 |
| FY2024 Q2 | 2.78 | +13.7% | — | 0.28 | 1.27 |
| FY2024 Q1 | 3.26 | +20.3% | — | 0.61 | 2.74 |
| FY2023 Q4 | 2.43 | +19.9% | — | -0.03 | -0.17 |
| FY2023 Q3 | 2.49 | +21.9% | — | 0.28 | 1.28 |