AJG · NYQ
S&P 500
Arthur J. Gallagher & Co.
Financial services · Insurance Brokers
$282.65
+$2.05 (+0.73%) Nov 10, 2026
Session of Nov 10, 2026 · updated · Source: Yahoo Finance
Consensus of 23 analysts
Buy
Median price target $296.50 +4.9%
- Open
- $280.72
- Day range
- 276.00 – $283.71
- 52-week range
- 190.75 – $294.53
- Volume
- 1,420,947
- Market cap
- $72,476M
- P/E (TTM)
- 43.2x
- EPS (TTM)
- $6.55
- EPS est. 2026
- $13.09
- P/E est. 2026
- 21.6x
- Dividend yield
- 1.0%
- Beta
- 0.46
- Payout
- 42%
The analysis of this company is being prepared and will appear in the next update.
Arthur J. Gallagher & financials
Q3 2026 results, quarter ended Sep 30, 2026
| Metric | Q3 2026 | 1-year change |
|---|---|---|
| Total revenue | $3,976M | +18.2% |
| Net income | $403M | +48.2% |
| Earnings per share | $1.55 | +49.0% |
| Net margin | 10.1% | +2.1 pp |
| Free cash flow | $1,295M | +87.1% |
| Debt / equity | 0.56 | −4.8% |
Revenue and net income ($M)
Total revenueNet income
| Quarter | Total revenue | Net income |
|---|---|---|
| Q3 2025 | $3,365M | $272M |
| Q4 2025 | $3,628M | $151M |
| Q1 2026 | $4,758M | $822M |
| Q2 2026 | $4,003M | $324M |
| Q3 2026 | $3,976M | $403M |
Arthur J. Gallagher & earnings per share (EPS)
Consensus estimates
| Period | EPS est. | 1-year change |
|---|---|---|
| Current quarterQ4 2026 · Analysts: 21 | $2.7762.70 – 2.89 | +16.6%$2.380 |
| Next quarterQ1 2027 · Analysts: 20 | $4.9624.79 – 5.15 | +11.0%$4.470 |
| Current year2026 · Analysts: 22 | $13.09213.02 – 13.21 | +22.5%$10.690 |
| Next year2027 · Analysts: 23 | $14.80914.15 – 15.65 | +13.1%$13.092 |
Forward P/E: 21.6x (2026) and 19.1x (2027) at the current price.
Actual and estimated EPS ($)
Actual EPSEstimated EPS
| Quarter | Actual EPS | Estimated EPS |
|---|---|---|
| Q3 2025 | $1.040 | — |
| Q4 2025 | $2.380 | $2.347 |
| Q1 2026 | $4.470 | $4.427 |
| Q2 2026 | $2.840 | $2.814 |
| Q3 2026 | $3.000 | $2.986 |
| Q4 2026 | — | $2.776 |
| Q1 2027 | — | $4.962 |
| Year | Actual EPS | Estimated EPS |
|---|---|---|
| 2022 | $5.190 | — |
| 2023 | $4.420 | — |
| 2024 | $6.500 | — |
| 2025 | $5.740 | — |
| 2026 | — | $13.092 |
| 2027 | — | $14.809 |
EPS trend
| Quarter | EPS | YoY change |
|---|---|---|
| Q1 2027Estimated | $4.962 | +11.0% |
| Q4 2026Estimated | $2.776 | +16.6% |
| Q3 2026 | $3.000est. $2.986 · surprise +0.5% | +188.5% |
| Q2 2026 | $2.840est. $2.814 · surprise +0.9% | n/a |
| Q1 2026 | $4.470est. $4.427 · surprise +1.0% | n/a |
| Q4 2025 | $2.380est. $2.347 · surprise +1.4% | n/a |
| Q3 2025 | $1.040 | n/a |
| Year | EPS | Annual change |
|---|---|---|
| 2027Estimated | $14.809 | +13.1% |
| 2026Estimated | $13.092 | +128.1% |
| 2025 | $5.740 | −11.7% |
| 2024 | $6.500 | +47.1% |
| 2023 | $4.420 | −14.8% |
| 2022 | $5.190 | n/a |
Normalised EPS according to the analyst consensus collected by Yahoo Finance; it may differ from the reported EPS in the results table.
Arthur J. Gallagher & dividend
Yield and payments
| Dividend yield (TTM) | 1.0% |
| Forward yield (next 12m) | 1.0% |
| Dividend per share (TTM) | $2.75 |
| Forward dividend (next 12m) | $2.80 |
| Payout (TTM) | 42% |
| Last dividend | $0.70Sep 8, 2026 |
| Next ex-dividend date | Dec 7, 2026 |
Dividend per share by year ($)
PaidEstimated
| Year | Dividend per share |
|---|---|
| 2019 | $1.72 |
| 2020 | $1.80 |
| 2021 | $1.92 |
| 2022 | $2.04 |
| 2023 | $2.20 |
| 2024 | $2.40 |
| 2025 | $2.60 |
| est. 12m | $2.80 |
Arthur J. Gallagher & forecasts
23 analyst ratings
Consensus: Buy · 14 buy, 8 hold, 1 sell
1-year price forecast
Share price
Price target (high, median, low)
| Target | Price | Upside |
|---|---|---|
| High | $388.00 | +37.3% |
| Median | $296.50 | +4.9% |
| Low | $253.00 | −10.5% |
| Date | Close |
|---|---|
| Nov 28, 2025 | $247.62 |
| Dec 31, 2025 | $258.79 |
| Jan 30, 2026 | $249.37 |
| Feb 27, 2026 | $228.20 |
| Mar 31, 2026 | $216.58 |
| Apr 30, 2026 | $206.40 |
| May 29, 2026 | $201.11 |
| Jun 30, 2026 | $229.57 |
| Jul 31, 2026 | $249.42 |
| Aug 31, 2026 | $262.15 |
| Sep 30, 2026 | $228.11 |
| Oct 30, 2026 | $276.07 |
| Nov 10, 2026 | $282.65 |
Arthur J. Gallagher & peers
| Ticker | Company | Market cap ($M) | P/E | Price ($) | 1-day change | 52-week range |
|---|---|---|---|---|---|---|
| AJG | Arthur J. Gallagher & | 72,476 | 43.2x | 282.65 | +0.73% | 190.75294.53 |
| MRSH | Marsh McLennan | 98,403 | 24.8x | 206.94 | +1.26% | 156.60214.00 |
| AON | Aon | 71,357 | 18.4x | 336.34 | +0.17% | 266.33382.34 |
| WTW | Willis Towers Watson | 30,696 | 20.4x | 332.87 | +1.79% | 240.61351.51 |
| BRO | Brown & Brown | 23,845 | 22.8x | 71.89 | +1.25% | 53.8182.58 |
| ERIE | Erie Indemnity | 14,228 | 24.7x | 272.09 | +0.58% | 204.63301.61 |
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