Arthur J. Gallagher & Co. (AJG US)
AJG US$268.20
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Performance
Advanced charting functionality with the ability to amend timeframes, chart type & indicator selection, powered by TradingView.
Share price activity
Displays share price activity. Volume = number of shares traded, Turnover = value of shares traded, VWAP = volume-weighted average price for the day, sourced from Morningstar.
- Last (Price)
- 268.20
- Change
- ▲ 7.78 (2.99)
- Bid / Ask
- 267.77 - 268.21
- Volume
- 568,232
- Turnover
- 132,433,050
- Open
- 262.53
- Day Range
- 262.53 - 270.50
- VWAP
- 267.96
- Prev Close
- 260.42
- Last Trade
- 29/10 4:10pm
Key information
Displays key information on the security, sourced from Morningstar.
- Sector
- Financial Services
- Shares Issued
- 256,300,000
- NTA/Share
- -38.64
- Last Dividend
- 0.70
- Dividend Ex Date
- 8 SEP 2026
- Dividend Pay Date
- 18 SEP 2026
Current (USD) · FY2025
Displays key financial data for the most recent fiscal year, in millions. Note - Per share data is in local currency terms irrespective of reporting currency, and may be different to the stated currency, sourced from Morningstar.
- Revenue
- 13,942.00
- EBITDA
- 3,632.00
- Profit
- 1,494.00
- Earnings Per Share (EPS)
- 5.74
- Dividend Per Share (DPS)
- 2.60
- Yield %
- 1.06
- Market Cap
- 68,750.66
- Price to Earnings Ratio (P/E)
- 44.48
Estimates (USD) · FY2027
Displays consensus analyst’s estimates for key measures for the next fiscal year, sourced from Morningstar.
- Revenue
- 18,016.83
- EBITDA
- 4,903.50
- Profit
- 3,763.97
- Earnings Per Share (EPS)
- 14.83
- Dividend Per Share (DPS)
- 2.83
Quantitative rating
Displays Morningstar’s Quantitative Equity Research Rating for the security: a star rating from 1 (overvalued) to 5 (undervalued) from the share price against a fair value estimated by a statistical model of Morningstar’s analyst ratings, with the model’s economic moat, financial health and fair value uncertainty, sourced from Morningstar.
Undervalued
- Economic Moat
- Narrow
- Financial Health
- Moderate
- Uncertainty
- Low
Morningstar Quantitative Rating as of 28 OCT 2026.
Quantitative Equity Rating Methodology – view here
Fair value estimate
Displays Morningstar’s quantitative fair value estimate for the security against the current share price, with the band around it: the five-star price below which the model would rate the stock five stars and the one-star price above which it would rate it one star, sourced from Morningstar.
Five-star price 262.84 Fair value 279.23 One-star price 296.63
Morningstar Quantitative Rating as of 28 OCT 2026.
Quantitative valuation
Displays where the share price sits in Morningstar’s quantitative fair value band, from the five-star price (undervalued) to the one-star price (overvalued), with the fair value estimate, the price to fair value ratio, the model’s valuation label and its uncertainty rating, sourced from Morningstar.
Buy
Sell
- Fair Value
- 279.23
- Price / Fair Value
- 0.93
- Valuation
- Undervalued
- Uncertainty
- Low
Morningstar Quantitative Rating as of 28 OCT 2026. The slider runs from the five-star price (262.84) to the one-star price (296.63).
Displays useful ratios for the security, NB the pricing date used, sourced from Morningstar.
| Ratios |
|---|
| Currency (Price/reporting): USD/USD |
| Exchange Rate: 1.0000 |
Price, volume and trading statistics for the security, sourced from Morningstar.
| Price - closing or last bid | 260.42 |
| Price - 12 month high | 277.24 |
| Price - 12 month low | 190.80 |
| Pricing date | 27 OCT 2026 |
| Volume - avg. trading volume for the last ten days | 1.51 |
| Market capitalization | 66,756.32 |
| 12 Month High price date | 28 OCT 2025 |
| 12 Month Low price date | 13 MAY 2026 |
| Volume - avg. trading volume for the last 3 months | 1.42 |
| Price - 1 Day % Change | 0.54% |
| Price - 13 week price percent change | -1.84% |
| Price - 26 week price percent change | 22.02% |
| Price - 5 Day % Change | 0.79% |
| Price - 52 week price percent change | -2.65% |
| Price - YTD price percent change | -0.54% |
| Price % Change Month To Date | 13.49% |
Earnings, dividends, cash flow and book value per share, sourced from Morningstar.
| EPS excluding extraordinary items - most recent fiscal year | 5.740 |
| EPS excluding extraordinary items - trailing 12 month | 6.030 |
| EPS Normalized - most recent fiscal year | 10.690 |
| Revenue/share - most recent fiscal year | 53.602 |
| Revenue/share - trailing 12 month | 60.642 |
| Book value per share - most recent fiscal year | 90.743 |
| Book value per share - most recent quarter | 92.521 |
| Book value (tangible) per share - most recent fiscal year | -38.638 |
| Book value (tangible) per share - most recent quarter | -37.025 |
| Cash per share - most recent fiscal year | 5.432 |
| Cash per share - most recent quarter | 5.407 |
| Cash Flow per share - most recent fiscal year | 9.493 |
| Cash Flow per share - trailing 12 month | 12.121 |
| Dividend per share - most recent fiscal year | 2.600 |
| Dividends per share - trailing 12 month | 2.750 |
| EBITD per share - trailing 12 month | 15.268 |
| EPS Basic excluding extraordinary items - most recent fiscal year | 5.830 |
| EPS Basic excluding extraordinary items - trailing 12 month | 6.100 |
| EPS including extraordinary items - most recent fiscal year | 5.830 |
| EPS including extraordinary items - trailing 12 month | 6.100 |
| Free Cash Flow per share - trailing 12 month | 11.488 |
Valuation multiples such as P/E, price to sales, price to book and enterprise value ratios, sourced from Morningstar.
| P/E excluding extraordinary items, most recent fiscal year | 43.19 |
| P/E Normalized, most recent fiscal year | 21.68 |
| Price to sales - most recent fiscal year | 4.29 |
| Price to Tangible Book - most fiscal year | — |
| Price to Free Cash Flow per Share - most recent fiscal year | 22.67 |
| Price to Cash Flow per share - trailing 12 month | 21.48 |
| Price to Book - most recent fiscal year | 2.81 |
| P/E excluding extraordinary items high, trailing 12 months | 45.11 |
| P/E excluding extraordinary items low, trailing 12 months | 31.07 |
| Net Debt, LFI | 12,720.00 |
| Net Debt, LFY | 12,089.00 |
| Dividend Yield - 5 Year Average | 0.97% |
| Dividend Yield - indicated annual dividend divided by closing price | 1.06% |
| Current Dividend Yield - Common Stock Primary Issue, LTM | 1.06% |
Cash flow, liquidity and leverage measures, sourced from Morningstar.
| Free Cash Flow - most recent fiscal year | 2,324.00 |
| LT debt/equity - most recent fiscal year | 54.05% |
| Payout ratio - most recent fiscal year | 45.30% |
| Total debt/total equity - most recent fiscal year | 57.76% |
| LT debt/equity - most recent quarter | 52.44% |
| Total debt/total equity - most recent quarter | 59.40% |
| Free Cash Flow - trailing 12 month | 2,984.70 |
| Payout ratio - trailing 12 month | 44.78% |
Key income statement lines for the most recent fiscal year, in millions, sourced from Morningstar.
| Revenue - most recent fiscal year | 13,942.00 |
| Revenue - trailing 12 month | 15,754.80 |
| EBITD - most recent fiscal year | 3,632.00 |
| EBITD - trailing 12 month | 3,966.70 |
| Earnings before taxes - most recent fiscal year | 1,871.00 |
| Earnings before taxes - trailing 12 month | 1,983.90 |
| Net Income available to common - most recent fiscal year | 1,494.00 |
| Net Income available to common - trailing 12 months | 1,569.80 |
| Earnings before taxes Normalized - most recent fiscal year | 1,997.00 |
| Net Income Available to Common, Normalized - most recent fiscal year | 2,793.00 |
| Earnings per Share, Normalized, Excluding Extraordinary Items, Avg. Diluted Shares Outstanding, TTM | 12.01 |
Profitability margins for the most recent fiscal year, sourced from Morningstar.
| Net Profit Margin % - 1st historical fiscal year | 10.78% |
| Net Profit Margin % - trailing 12 month | 10.00% |
| Operating margin - 1st historical fiscal year | 18.33% |
| Operating margin - trailing 12 month | 17.08% |
| Pretax margin - trailing 12 month | 12.59% |
| Pretax margin - 1st historical fiscal year | 13.42% |
| Operating Margin - 5 year average | 18.47% |
| Pretax Margin - 5 year average | 13.76% |
| Free Operating Cash Flow/Revenue, 5 Year Average | 18.09% |
| Free Operating Cash Flow/Revenue, TTM | 18.94% |
| Net Profit Margin - 5 year average | 11.56% |
Returns on average assets and equity for the fiscal year, the trailing 12 months and as 5 year averages, and net income and revenue per employee in whole currency, sourced from Morningstar.
| Return on average assets - most recent fiscal year | 2.04% |
| Return on average assets - trailing 12 month | 2.02% |
| Return on average equity - most recent fiscal year | 6.71% |
| Return on average equity - trailing 12 month | 6.73% |
| Return on average assets - 5 year average | 2.58% |
| Return on average equity - 5 year average | 10.64% |
| Net Income/employee - most recent fiscal year | 20,875.00 |
| Revenue/employee - most recent fiscal year | 193,638.89 |
Growth in revenue, earnings, dividends and book value over recent periods, sourced from Morningstar.
| Revenue growth rate, 5 year | 14.74% |
| EPS growth rate, 5 year | 6.45% |
| Growth rate% - dividend, 3 year | 8.42% |
| Revenue/share (5 yr growth) | 8.32% |
| Growth rate% - Revenue, 3 year | 17.70% |
| Growth rate% - EPS, 3 year | 3.41% |
| Book value per share growth rate, 5 year | 23.23% |
| Capital Spending growth rate, 5 year | 7.87% |
| Earnings Before Interest, Taxes, Depreciation & Amortization, 5 Year CAGR | 17.38% |
Displays analyst’s forecasts for key measures. The estimates can be expanded to see the spread of the calls. Full lines = reported, and dotted lines are forward estimates. Click a measure to add or remove it from the chart, sourced from Morningstar.
Financial forecast (USD, millions except per share)
| Actuals | Estimates | |||||||
| 2025 | 2026 | 2027 | 2028 | 2029 | ||||
| Estimate breakdown | ||||||||
Financial metrics can be plotted on the graph to see trends. Multiple metrics from multiple statements can be plotted against each other, sourced from Morningstar.
Financials (USD, millions)
| Period end: | DEC 21 | DEC 22 | DEC 23 | DEC 24 | DEC 25 |
| Fiscal year: | 2021 | 2022 | 2023 | 2024 | 2025 |
| Period length: | 12 months | 12 months | 12 months | 12 months | 12 months |
Displays all company announcements released by the company to the exchange, sourced from Morningstar.
Announcements
Announcements are available for ASX-listed companies only.
Opinion
No opinions for this company yet.
Action
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Business Summary
Founded in 1927 as a one-person agency, Gallagher's primary business is insurance brokerage, with a focus on serving middle-market companies. The company's risk management segment provides third-party claims adjustment to companies that choose to self-insure. Gallagher has about 72,000 employees and generates about a third of its revenue internationally, primarily in Australia, Canada, New Zealand, and the UK.
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