TopFunds

Arthur J. Gallagher & Co.

NYSE: AJG

Stock price

239.48 USD

(+61.39%) 5 years

Insurance BrokersInsurance - Brokers

Insider Transactions

5Y price score: 84
Help

The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

5Y return: +61.39%
DATE RANGE:
USD PER SHARE

  • Stock price
  • Sales
  • Purchases
  • Stock awards

Transaction History

Trade log
DateActionSharesPriceShare ValueHoldingNameTitleSource
15-sep.-26Sale(1,000)252.9(252,858)46,819CARY RICHARD Cofficer: Controller, CAOlink
02-sep.-26Sale(12,000)264.1(3,169,596)90,262Hudson Scott Rofficer: Vice Presidentlink
01-sep.-26Award153262.040,00010,826Miskel Christopher C.directorlink
24-aug.-26Sale(12,000)270.1(3,240,972)71,292Bay Walter D.officer: General Counsellink
19-aug.-26Sale(3,500)257.0(899,587)22,223Mead Christopher Eofficer: VICE PRESIDENTlink
02-jun.-26Sale(3,000)206.0(618,000)47,819CARY RICHARD Cofficer: Controller, CAOlink
01-jun.-26Award237206.148,75047,387JOHNSON DAVID Sdirectorlink
01-jun.-26Award194206.140,00010,642Miskel Christopher C.directorlink
12-may.-26Award1,110--2,650Caplan Deborah Hdirectorlink
12-may.-26Award1,110--5,567Clarke Teresa Hillarydirectorlink

190.7

52-week range

313.5

239.48

Your model inputs

Required return / cost of capital
%
FCFF terminal growth rate
%

Your fair value & Margin of safety

To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

Forecast:

Set price notification

Valuation

Free Cash Flow Yield

Help
FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

3.7 %

Dividend Yield TTM

1.1 %

Market cap $

$ 61,522

Price / Earnings TTM

Help
P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

39.6

Price / Book TTM

2.6

PEG TTM

Help
Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

(3.3)

Earnings growth and return

LTM

5YR

10YR

Total return (price & dividends)

(18.4) %

68.9 %

421.4 %

Free cash flow per share growth

91.1 %

(19.1) %

114.5 %

Earnings per share growth

(10.7) %

36.9 %

179.1 %

Dividends

Previous dividend:0.70 per share, Paid, Ex-div date Sep 08, 2026

Analyst ratings

Price Target Low

225

Price Target High

300

Price Target Median

292

Buy

19

Hold

9

Sell

1

Financials

all figures in USD Millions except per share data

Periods:

View:

Forecast:

Help

Averages

based on historical growth rates (CAGR) and average margins for last 10 or max, available and up to 10 years.

Analysts

Average Revenue and Net Income forecast estimates from analysts who cover the stock.

Custom

you can edit default forecast based on averages or analysts consensus and use it to calculate fair value based on your assumptions.

ㅤ

Actual
10 year gagr
Estimated
Projected
Fiscal
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Average (A)
2026
2027
2028
2029
2030
Terminal
FISCAL PERIOD END DATES
SHOW FORECAST VS ACTUAL
01Earnings per share
Help
Diluted EPSLearn more
2.1
2.3
2.5
3.4
3.5
4.2
4.4
5.2
4.4
6.5
5.8
10.8%
5.6
5.9
6.2
6.6
6.9
6.9
02FCF per share
3.2
2.3
4
3.4
5.2
8.5
7.6
5.6
8.4
10.9
6.9
7.9%
8.8
9.3
9.9
10.4
11.1
10.9
03Dividends per share
Help
Adjusted for splitsLearn more
1.5
1.5
1.6
1.6
1.7
1.8
1.9
2
2.2
2.4
2.6
5.8%
-
-
-
-
-
-
04Dividends payout, %
72.2%
68.6%
58.7%
47.6%
48%
42.4%
43.2%
38.6%
48.9%
35.9%
44.7%
(4.7)%
-
-
-
-
-
-
05Revenue
$ 5,392
$ 5,681
$ 6,246
$ 6,924
$ 7,120
$ 7,009
$ 8,209
$ 8,551
$ 10,072
$ 11,555
$ 13,942
10%
$ 15,331
$ 16,859
$ 18,539
$ 20,386
$ 22,418
$ 23,090
06ㅤ% Change
-
5.3%
10%
10.9%
2.8%
(1.6)%
17.1%
4.2%
17.8%
14.7%
20.7%
10%
10%
10%
10%
10%
10%
10%
07Net Income
356.8
396.8
481.3
633.5
668.8
818.8
906.8
1,114
969.5
1,463
1,494
15.4%
1,514
1,665
1,830
2,013
2,213
2,280
08ㅤ% Margin
6.6%
7%
7.7%
9.2%
9.4%
11.7%
11.1%
13%
9.6%
12.7%
10.7%
9.9% A
9.9%
9.9%
9.9%
9.9%
9.9%
9.9%
09CFO
652.6
622.1
854.2
765.1
1,119
1,753
1,704
1,390
2,032
2,583
1,930
11.5%
2,535
2,788
3,065
3,371
3,707
3,818
10ㅤ% Of revenue
12.1%
11%
13.7%
11.1%
15.7%
25%
20.8%
16.3%
20.2%
22.4%
13.8%
16.5% A
16.5%
16.5%
16.5%
16.5%
16.5%
16.5%
11CAPEX
(99)
(217.8)
(129.2)
(124.4)
(138.8)
(99.3)
(128.6)
(182.7)
(193.6)
(141.9)
(145)
3.9%
(150.6)
(156.5)
(162.6)
(168.9)
(175.5)
(182.3)
12ㅤ% Change
-
120%
(40.7)%
(3.7)%
11.6%
(28.5)%
29.5%
42.1%
6%
(26.7)%
2.2%
3.9% A
3.9%
3.9%
3.9%
3.9%
3.9%
3.9%
13FCFF
Help
Free Cash Flow to the Firm = Cash Flows from Operating Activities (09) – Capital Expenditures (11)Learn more
553.6
404.3
725
640.7
980.4
1,653
1,576
1,207
1,838
2,441
1,785
12.4%
2,384
2,631
2,903
3,202
3,531
3,636
14Total assets
10,914
11,490
12,897
16,334
19,635
22,331
33,345
38,358
51,616
64,255
70,665
20.5%
85,178
102,672
123,758
149,175
179,812
216,741
15ㅤ% Change
-
5.3%
12.3%
26.7%
20.2%
13.7%
49.3%
15%
34.6%
24.5%
10%
20.5%
20.5%
20.5%
20.5%
20.5%
20.5%
20.5%
16Total liabilities
7,226
7,834
8,733
11,764
14,419
16,099
24,785
29,168
40,801
44,076
47,318
20.7%
57,036
68,750
82,870
99,889
120,404
145,132
17ㅤ% Of assets
66.2%
68.2%
67.7%
72%
73.4%
72.1%
74.3%
76%
79.1%
68.6%
67%
67% A
67%
67%
67%
67%
67%
67%
18Shareholders Equity
3,688
3,656
4,165
4,570
5,216
6,233
8,560
9,190
10,815
20,180
23,347
20.3%
28,142
33,922
40,888
49,286
59,408
71,609
19Net Debt
1,977
2,303
2,452
3,003
4,343
4,201
6,190
5,677
7,346
(1,502)
12,604
20.4%
-
-
-
-
-
-
20Shares Outstanding
Help
Diluted Weighted-average Shares OutstandingLearn more
173,215
178,387
182,115
186,164
190,100
195,000
207,300
214,700
219,300
223,900
260,345
4.2%
271,172
282,450
294,197
306,432
319,176
332,451
21ㅤ% Change
-
3%
2.1%
2.2%
2.1%
2.6%
6.3%
3.6%
2.1%
2.1%
16.3%
4.2%
4.2%
4.2%
4.2%
4.2%
4.2%
4.2%
22ROA
3.3%
3.5%
3.7%
3.9%
3.4%
3.7%
2.7%
2.9%
1.9%
2.3%
2.1%
-
1.8%
1.6%
1.5%
1.4%
1.2%
1.1%
23ROE
9.7%
10.9%
11.6%
13.9%
12.8%
13.1%
10.6%
12.1%
9%
7.3%
6.4%
-
5.4%
4.9%
4.5%
4.1%
3.7%
3.2%
24Interest coverage
4.2
4.3
4.1
4.5
4.1
5.3
5.9
6.5
6.3
6
4
-
-
-
-
-
-
-
25Dividend Yield
3.7%
3%
2.5%
2.2%
1.8%
1.5%
1.1%
1.1%
1%
0.8%
1%
-
-
-
-
-
-
-
26P/E Ratio
19.8
22.3
24.6
21.2
26.5
28.8
38
35.6
49.9
42.8
44.4
-
-
-
-
-
-
-
27Stock price range
40-50
36-52
52-67
62-78
71-96
68-128
113-170
149-201
177-253
225-315
238-349
-
-
-
-
-
-
-
28Market Cap
Help
End of Period Market CapLearn more
7,052
9,226
11,395
13,468
17,713
23,629
34,392
39,650
48,327
62,589
67,375
25.3%
30,574
34,889
39,636
44,857
50,601
-
29FCF Yield
7.9%
4.4%
6.4%
4.8%
5.5%
7%
4.6%
3%
3.8%
3.9%
2.7%
(10.3)%
7.8%
7.5%
7.3%
7.1%
7%
-
30Average stock price
44.8
44.2
59.6
70.3
83.1
98.2
141.8
175.2
215
270.1
293.3
20.7%
112.7
123.5
134.7
146.4
158.5
-
31 CEO
JJ
J. Patrick Gallagher Jr.