Why did Arthur J. Gallagher & Co. (AJG) stock move recently?

On 7/28/2026, Arthur J. Gallagher & Co. moved +4.7% — No clear company-specific catalyst identified for the +4.72% move; earnings are scheduled for after the close on July 30 and recent filings/news focus on prior results, acquisitions, and routine institutional holdings updates. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Arthur J. Gallagher & Co. (AJG) overvalued or fairly valued?

MarketChacha shows Arthur J. Gallagher & Co.'s valuation in context — a trailing P/E of about 38.3, a forward P/E of about 17.9, a price-to-book of about 2.9 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Arthur J. Gallagher & Co.'s reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.67×) from reported figures — education, not a rating.

What is Arthur J. Gallagher & Co.'s revenue?

Arthur J. Gallagher & Co. reported revenue of $13.9B for FY2025, with net profit of $1.5B, per official filings.

What is the share price of Arthur J. Gallagher & Co. (AJG)?

Arthur J. Gallagher & Co. last traded at $262.69 (-1.5% on the day), as of 9/4/2026 — a delayed quote shown for education, not investment advice.

Arthur J. Gallagher & Co.

AJG · NYSE · Financials · United States

Snapshot

TickerAJG

ExchangeNYSE

SectorFinancials

IndustryInsurance Brokers

CountryUnited States

Employees67,456

HeadquartersRolling Meadows, United States

Websitewww.ajg.com

Filings tracked19

About Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co., together with its subsidiaries, provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services to entities and individuals worldwide. The company operates in Brokerage and Risk Management segments. Its Brokerage segment offers retail and wholesale insurance and reinsurance brokerage services; assists retail brokers and other non-affiliated brokers in the placement of specialized and hard-to-place insurance; and acts as a brokerage wholesaler, managing general agent, and managing general underwriter for distributing specialized insurance coverages to underwriting enterprises. This segment performs activities, including marketing, underwriting, issuing policies, collecting premiums, appointing and supervising other agents, paying claims, and negotiating reinsurance; and offers services in the areas of insurance and reinsurance placement, risk of loss management, and management of employer sponsored benefit programs. The Risk Management segment provides contract claim settlement and administration services; and claims management, loss control consulting, and insurance property appraisal services. The company offers its services through a network of correspondent brokers and consultants. It serves commercial, industrial, public, religious, and nonprofit entities, as well as underwriting enterprises. The company was founded in 1927 and is headquartered in Rolling Meadows, Illinois.

Who owns it

Insiders0.9%
Institutions95.6%
Public & other3.6%

1,725 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.7.73%
FMR, LLC7.27%
Vanguard Capital Management LLC6.55%
JPMORGAN CHASE & CO5.60%
Capital World Investors4.88%
Vanguard Portfolio Management LLC4.86%
State Street Corporation4.41%
Dodge & Cox Inc.3.65%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Latest ROE of 6.4% is on the low side — the business earns a modest return on shareholder capital.

Cash conversion1.67×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend9.6% → 10.7%

Margin has expanded by about 1.1 points — the business is getting more profitable.

Return on equity6.4%

Latest ROE of 6.4% is on the low side — the business earns a modest return on shareholder capital.

Growth qualityrev 18% · PAT 24%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $3.9B · EPS 2.82

Est. earnings growth +18.4%

Next fiscal year

Rev $18.3B · EPS 14.89

Est. earnings growth +13.0%

Analyst consensus estimates — not the company's own guidance.

New to these terms?

P/E ROE ROCE Margins Market cap

Browse the Learn hub →

Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$13.9B

Net margin

10.7%

ROE

6.4%

Revenue CAGR (2y)

+17.7%

Profit CAGR (2y)

+24.1%

EPS (FY2025)

5.74

Net profit (FY2025)

$1.5B

Ask MarketChacha about AJG

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Jul 28, 2026
No clear company-specific catalyst identified for the +4.72% move; earnings are scheduled for after the close on July 30 and recent filings/news focus on prior results, acquisitions, and routine institutional holdings updates.
· confidence: low
Jul 27, 2026
No clear company-specific catalyst identified for the move; earnings are scheduled for July 30 with no results or guidance released today, and recent news consists of routine institutional filings and an earlier acquisition.
· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$13.9B	$1.5B	5.74	10.7%	6.4%
FY2024	$11.6B	$1.5B	6.50	12.7%	7.3%
FY2023	$10.1B	$970.0M	4.42	9.6%	9.0%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$4.0B	$324.0M	1.25	8.1%
2026Q1	$4.8B	$822.0M	3.16	17.3%
2025Q3	$3.4B	$272.7M	1.04	8.1%
2025Q2	$3.2B	$368.0M	1.40	11.4%
2025Q1	$3.7B	$704.0M	2.72	18.9%
2024Q3	$2.8B	$312.6M	1.39	11.1%
2024Q2	$2.8B	$283.4M	1.27	10.2%
2024Q1	$3.3B	$608.4M	2.74	18.7%
2023Q3	$2.5B	$280.7M	1.28	11.3%
2023Q2	$2.4B	$234.5M	1.07	9.6%
2023Q1	$2.7B	$486.5M	2.24	18.0%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

10-Q filing
SEC8/5/2026
8-K — Results of operations, Reg FD disclosure
SEC7/30/2026material
8-K — Other events
SEC7/29/2026material
8-K — Reg FD disclosure
SEC6/17/2026material
8-K — Shareholder vote results
SEC5/13/2026material
10-Q filing
SEC5/7/2026
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC4/30/2026material
8-K — Reg FD disclosure
SEC3/17/2026material
8-K — Executive/director change
SEC3/12/2026material
10-K filing
SEC2/17/2026
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC1/29/2026material

2025

8-K — Reg FD disclosure
SEC12/16/2025material
10-Q filing
SEC11/10/2025
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC10/30/2025material
8-K/A — Exhibits
SEC10/28/2025
8-K — Reg FD disclosure
SEC9/18/2025material
8-K — Completion of acquisition/disposition, Reg FD disclosure, Exhibits
SEC8/18/2025material
10-Q filing
SEC8/1/2025
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC7/31/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.