Nama Insights

Arthur J. Gallagher (AJG)

Financial Services · Insurance Brokers · NYSE

S&P 500
Arthur J. Gallagher (AJG) is a Financial Services company in the Insurance Brokers industry. It has a market capitalization of $72.21B, a trailing price-to-earnings ratio of 22.2 and a free-cash-flow yield of 2.4%. Over the most recent reported fiscal year, revenue grew 20.7% and free cash flow per share fell 36.8%. Nama's AI scorecard rates it Buy, 6.2 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Buy · 6.2/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Lagging · -7.4% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-19.8%
How far the last close sits under the highest price of the past five years.
Market cap$72.21B
Trailing P/E22.2
Price / book3.0
Price / sales4.6
FCF yield2.4%
Dividend yield1.0%
Gross margin41.9%
Operating margin17.1%
Net margin10.0%
Revenue growth (YoY)+20.7%
Revenue growth (3-yr annual)+17.7%
EPS growth (YoY)+5.5%
FCF/share growth (YoY)-36.8%
Beta0.6
ExchangeNYSE
SectorFinancial Services
IndustryInsurance Brokers

AJG earnings

Next report: Jan 28, 2027 (Q4 2026, EPS estimate $2.78). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 29, 2026 $3.00 $2.99 +0.3% $3.98B
Q2 2026 Jul 30, 2026 $2.84 $2.81 +1.1% $4.00B
Q1 2026 Apr 30, 2026 $4.47 $4.43 +0.9% $4.76B
Q4 2025 Jan 29, 2026 $2.38 $2.35 +1.3% $3.63B

AJG analyst price target

Median target $295.50 from 18 analysts, ranging $253.00 – $388.00.

Insurance Brokers peers

TickerCompanyMarket capP/E
MRSH Marsh & McLennan Companies $97.39B 19.7
AON Aon $71.03B 18.1
WTW Willis Towers Watson Public $30.33B 17.5
BRO Brown & Brown $23.92B 16.2
ERIE Erie Indemnity $14.28B 21.6
BWIN Baldwin Insurance Group $4.50B 17.4
ARX Accelerant $4.32B 17.9
CRVL CorVel $4.20B 169.7
Explore live AJG data on Nama Insights →

Recent Congressional trades

Arthur J. Gallagher trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Kelly Louise Morrison House Sell $15,001 - $50,000 Mar 10, 2026
Kelly Louise Morrison House Sell $1,001 - $15,000 Mar 10, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Mar 9, 2026
Julie Johnson House Sell $1,001 - $15,000 Jan 15, 2026
Julia Letlow House Sell $1,001 - $15,000 Jan 13, 2026
Julia Letlow House Buy $1,001 - $15,000 Jan 13, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Jan 12, 2026
Julie Johnson House Sell $1,001 - $15,000 Dec 11, 2025
Valerie Hoyle House Sell $1,001 - $15,000 Oct 10, 2025
Valerie Hoyle House Buy $1,001 - $15,000 Sep 12, 2025
Julie Johnson House Sell $1,001 - $15,000 Sep 11, 2025

AJG FAQ

Is AJG a buy?
Nama's AI scorecard currently rates Arthur J. Gallagher Buy (6.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is AJG's P/E ratio?
Arthur J. Gallagher trades at a trailing price-to-earnings ratio of 22.2.
When does AJG report earnings?
Arthur J. Gallagher's next scheduled report is on Jan 28, 2027. Analysts expect EPS of $2.78.
What is the AJG price target?
The median analyst price target from 18 analysts is $295.50, with a range of $253.00 – $388.00.
Is AJG Shariah compliant?
Nama's AAOIFI-style screen reads Arthur J. Gallagher as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does AJG pay a dividend?
Yes — Arthur J. Gallagher's dividend yield is 1.0%.