AJG
Arthur J. Gallagher & Co. · Financials · Insurance Brokers
Last
$254.86
+$4.76 (+1.90%) 3:59 PM ET
After hours $255.09 +$0.24 (+0.09%) 6:34 AM ET
Prev close $250.10
Open $250.53
Day high $255.33
Day low $250.53
Volume 922,300
Avg vol 1,399,586
Mkt cap
$64.11B
EV/Sales
4.85
P/E ratio
40.84
FY Revenue
$15.75B
EPS
6.12
Gross Margin
100.00%
Div yield
1.08%
Sector
Financials
AI report sections
AJG
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co. combines high margins and solid free cash flow generation with a weak recent price trend and a premium valuation. Technical indicators and pattern signals point to downside pressure and a loss of upside momentum in the near term, while balance sheet leverage and liquidity metrics indicate elevated funding and refinancing sensitivity. News flow has been constructive around sector growth and capital returns, but this has not yet translated into positive multi-period returns.
AI summarized at 1:27 AM ET, 2026-01-29
AI summary scores
INTRADAY: 32 SWING: 28 LONG: 47
Volume vs average
Intraday (cumulative)
−5% (Below avg)
Vol/Avg: 0.95×
RSI
62.42 (Strong)
Strong (60–70)
MACD momentum
Intraday
+0.15 (Strong)
MACD: 0.41 Signal: 0.26
Short-Term
+2.56 (Strong)
MACD: -1.87 Signal: -4.43
Long-Term
+1.31 (Strong)
MACD: -5.12 Signal: -6.43
Intraday trend score 61.16

Latest news

AJG 12 articles Positive: 8 Neutral: 4 Negative: 0
Neutral Zacks Investment Research • Na
WTW Stock Trading at a Discount to Industry at 13.47X: Time to Hold?

Willis Towers Watson (WTW) reported solid Q2 organic growth across all segments, with R&B at 7%, HWC at 4%, and Insurance Consulting and Technology at 6%. The company's Propel AI initiative targets $400 million in annualized savings by 2028, supporting its 30% operating margin goal. Trading at a discount to industry peers with a forward P/E of 13.47X, WTW shows strong fundamentals including 66% year-over-year free cash flow growth and planned $1 billion in share repurchases. Analysts project 15.9% EPS growth for 2026 with an average price target suggesting 25.7% upside.

WTW AJG BRO AON Willis Towers Watson organic growth operating margins AI cost savings
Sentiment note

Mentioned only as a comparative reference point, trading at a multiple higher than the insurance brokerage industry average. No specific performance data or analysis provided.

Neutral Zacks Investment Research • Na
Can AI Products and Automation Drive WTW's Growth and Higher Margins?

Willis Towers Watson (WTW) is expanding AI-driven insurance technology capabilities through platforms like RiskIQ Nexus and Radar AI Assistant to improve risk management and underwriting. The company's Propel AI program targets $400 million in annualized savings by 2028, with $350 million retained after reinvestment. WTW aims for a 30% adjusted operating margin by 2028, though implementation costs and adoption risks remain concerns. The stock trades at a lower P/E multiple than peers and carries a Zacks Rank #3 (Hold) rating.

WTW AJG BRO artificial intelligence insurance technology risk management operational efficiency automation
Sentiment note

Gallagher is pursuing similar AI-driven transformation strategies with its Blueprint platform, indicating competitive parity in the industry. No specific financial targets or performance metrics provided to differentiate sentiment.

Positive Zacks Investment Research • Na
Can Willis Towers' Growth Momentum Continue Amid Soft Pricing?

Willis Towers Watson (WTW) achieved 5% organic revenue growth in Q2 2026, driven by its Risk & Broking segment (7% growth) and specialization strategy. The company maintains mid-single-digit growth guidance for 2026, though sustaining this pace depends on continued new business wins and offsetting softer insurance pricing. Peers Brown & Brown faced headwinds with declining organic growth, while Arthur J. Gallagher demonstrated stronger positioning with 6% organic growth expectations.

WTW BRO AJG organic growth insurance pricing Risk & Broking specialization strategy client retention
Sentiment note

AJG demonstrated strong positioning with solid organic growth across all business segments and geographies. The company projects 6% total company organic growth for 2026 with excellent momentum in new business, client retention, and exposure growth across diverse sectors.

Neutral Zacks Investment Research • Na
BRO Stock Declines 27.1% in a Year: What Should Investors Do Now?

Brown & Brown (BRO) has seen its stock plunge 27.1% over the past year despite strong commission growth of 32.4% and strategic acquisitions. While the company benefits from strong client retention, new business generation, and AI investments, rising expenses, elevated debt levels ($7.76B), and surging interest costs (up 96.1%) are pressuring margins. Analysts suggest a 12.2% upside potential, but the stock carries a Hold rating due to headwinds offsetting growth catalysts.

BRO AON AJG WTW insurance broker commission growth acquisitions debt burden
Sentiment note

Peer insurance broker with 15.2% stock decline over past year, trading at discount valuation. No specific operational details provided, neutral positioning within industry.

Positive Zacks Investment Research • Na
3 Insurance Brokerage Stocks Find New Growth Drivers as Rates Fade

The insurance brokerage industry is transitioning from relying on rate hikes to organic growth drivers like exposure growth, new business wins, and client retention. Three brokers—Willis Towers Watson, Arthur J. Gallagher, and Aon—are best positioned to sustain mid-single-digit organic growth as insurance pricing moderates. The sector has underperformed the broader market, declining 15.1% over the past year.

WTW AJG AON insurance brokerage organic growth pricing moderation specialty products M&A
Sentiment note

Achieved 6% organic growth in Q2 with strong momentum in new business and client retention. Exposure to high-demand sectors (construction, infrastructure, energy, data centers) supports growth even as rates soften. Expected 24.2% EPS growth in 2026 with 5-year earnings growth of 18.1%, above industry average.

Positive Benzinga • Prnewswire
Arthur J. Gallagher & Co. Announces Regular Second Quarter Dividend

Arthur J. Gallagher & Co. (NYSE:AJG) declared a regular quarterly cash dividend of $0.70 per share, payable on June 19, 2026 to shareholders of record as of June 5, 2026. The global insurance brokerage and risk management firm continues its dividend distribution program.

AJG dividend quarterly cash dividend Arthur J. Gallagher insurance brokerage shareholder returns
Sentiment note

The company's declaration of a regular quarterly dividend demonstrates financial stability and commitment to returning capital to shareholders. Consistent dividend payments are typically viewed positively as they indicate strong cash flow and management confidence in the company's financial health.

Neutral GlobeNewswire Inc. • Not Specified
Byline Bank Honored as a U.S. Best-in-Class Employer by Gallagher

Byline Bank has been recognized as a Best-in-Class Employer by Gallagher's 2025 U.S. Benefits Strategy & Benchmarking Survey for implementing effective employee well-being strategies and achieving measurable outcomes including cost reductions. The bank was also named to Newsweek's America's Greatest Midsize Workplaces for Women 2026.

BY AJG Best-in-Class Employer employee well-being benefits strategy workplace recognition talent retention women-friendly workplace
Sentiment note

Gallagher is mentioned as the organization conducting the benchmarking analysis and providing the recognition. While this positions Gallagher as a credible evaluator, the article does not contain information about Gallagher's own business performance or financial results.

Positive GlobeNewswire Inc. • Mordor Intelligence
Insurance Brokerage Market to Attain USD 562B by 2031 with Retail Brokerage Holding Over 75% Revenue, Says a 2026 Mordor Intelligence Report

The global insurance brokerage market is projected to grow from USD 328.47 billion in 2025 to USD 562.48 billion by 2031, expanding at a 9.38% CAGR. Growth is driven by rising demand for cyber insurance, life insurance in emerging markets, digital adoption, and regulatory compliance needs. North America remains dominant while Asia-Pacific emerges as the fastest-growing region.

AON AJG BRO MMC insurance brokerage market growth cyber insurance digital adoption
Sentiment note

Key market participant positioned to benefit from market expansion to USD 562B by 2031 and growing demand for specialty insurance solutions

Positive GlobeNewswire Inc. • Neil Shapiro
KBW Announces Index Rebalancing for Fourth-Quarter 2025

Keefe, Bruyette & Woods announced index rebalancing across six financial sector indexes, involving multiple additions and removals of companies across insurance, banking, REIT, and financial technology sectors.

AJG AX SHOP SNV index rebalancing financial indexes ETF changes Q4 2025
Sentiment note

Added to KBW Nasdaq Insurance and Property and Casualty Insurance indexes, indicating strong market performance

Positive Benzinga • Prnewswire
Arthur J. Gallagher & Co. Announces Regular Fourth Quarter Dividend

Arthur J. Gallagher & Co. declared a quarterly cash dividend of $0.65 per share, payable on December 19, 2025, to stockholders of record as of December 5, 2025.

AJG dividend insurance brokerage quarterly cash dividend
Sentiment note

The company is maintaining its regular dividend payment, which signals financial stability and consistent shareholder returns

Positive Benzinga • Prnewswire
Arthur J. Gallagher & Co. Announces Regular Third Quarter Dividend

Arthur J. Gallagher & Co. declared a quarterly cash dividend of $0.65 per share, payable on September 19, 2025, to stockholders of record as of September 5, 2025.

AJG dividend insurance brokerage quarterly cash dividend
Sentiment note

Company is consistently paying a regular quarterly dividend, indicating financial stability and commitment to shareholder returns

Positive Benzinga • Prnewswire
Arthur J. Gallagher & Co. Announces Regular Second Quarter Dividend

Arthur J. Gallagher & Co. declared a regular quarterly cash dividend of $0.65 per share, payable on June 20, 2025 to stockholders of record as of June 6, 2025.

AJG dividend insurance brokerage
Sentiment note

The company announced a regular quarterly cash dividend, indicating financial stability and shareholder returns.

News and sentiment labels describe article tone and are provided for research purposes only. They are not trading recommendations or forecasts.
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