Arthur J. Gallagher & Company
Research Arthur J. Gallagher & Company (AJG) on Bullrun: valuation model: 7.7% overvalued, market cap USD 59.64B, P/E 38.5, dividend yield 1.2%. Explore financials, valuation history, model signals, and stock context.
Key Metrics
- TickerAJG
- ExchangeNYSE
- CountryUnited States
- SectorFinancial Services
- IndustryInsurance Brokers
- CurrencyUSD
- Valuation signal7.7% overvalued
- Market capUSD 59.64B
- P/E38.5
- Dividend yield1.2%
- Financial periodQ2 2026
- RevenueUSD 4.00B
- Net incomeUSD 324.00M
- Free cash flow-USD 41.00M
- Gross margin40.6%
Valuation Snapshot
Bullrun's latest valuation model marks Arthur J. Gallagher & Company as 7.7% overvalued; latest market cap is USD 59.64B; P/E is 38.5; dividend yield is 1.2%.
Peer valuation comparison
Latest P/E is 38.5x versus a Financial Services sector median of 13.39x (187.5% above).
Latest dividend yield is 1.18% versus a Financial Services sector median of 3.66% (67.7% below).
Five-year financial history
| Year | Revenue | Net income | Free cash flow | Gross margin | Diluted EPS | Cash | Total debt | Equity |
|---|---|---|---|---|---|---|---|---|
| FY2025 | USD 13.94B | USD 1.49B | USD 1.79B | 42.6% | 5.74 | USD 1.40B | USD 12.74B | USD 23.32B |
| FY2024 | USD 11.56B | USD 1.46B | USD 2.44B | 42.2% | 6.5 | USD 14.99B | USD 12.93B | USD 20.15B |
| FY2023 | USD 10.07B | USD 970.00M | USD 1.84B | 42.2% | 4.42 | USD 971.00M | USD 7.68B | USD 10.78B |
| FY2022 | USD 8.55B | USD 1.11B | USD 1.21B | 99.7% | 5.19 | USD 738.40M | USD 5.87B | USD 9.14B |
Valuation history
| Year | Snapshot date | Market cap | P/E | Dividend yield | Annual dividend/share |
|---|---|---|---|---|---|
| 2026 | 2026-10-09 | USD 59.64B | 38.5 | 1.2% | 2.75 |
| 2025 | 2025-12-31 | USD 66.51B | 45.0 | 1.0% | 2.6 |
| 2024 | 2024-12-31 | USD 70.96B | 43.5 | 0.8% | 2.4 |
| 2023 | 2023-12-29 | USD 48.55B | 43.1 | 1.0% | 2.2 |
| 2022 | 2022-12-30 | USD 39.75B | 37.1 | 1.1% | 2.04 |
| 2021 | 2021-12-31 | USD 35.38B | 38.4 | 1.1% | 1.92 |
Dividend history
Latest trailing dividend snapshot: annual dividend/share 2.75 USD, yield 1.2%.
| Year | Dividends/share |
|---|---|
| FY2025 | 2.6 USD |
| FY2024 | 2.4 USD |
| FY2023 | 2.2 USD |
| FY2022 | 2.04 USD |
About Arthur J. Gallagher & Company
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;
ETFs that hold Arthur J. Gallagher & Company
Arthur J. Gallagher & Company is one of the ten largest holdings of 2 ETFs that investors in Europe can buy, most traded first:
| ETF | Weight | TER |
|---|---|---|
| Investlinx Balanced Income UCITS ETF | 2.91% | 0.85% |
| Investlinx Capital Appreciation UCITS ETF | 4.84% | 0.85% |
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Frequently asked questions
Is Arthur J. Gallagher & Company overvalued or undervalued?
Bullrun's valuation model currently marks Arthur J. Gallagher & Company as 7.7% overvalued.
What is Arthur J. Gallagher & Company's market cap?
Arthur J. Gallagher & Company's market capitalization is USD 59.64B.
What is Arthur J. Gallagher & Company's P/E ratio?
Arthur J. Gallagher & Company's price-to-earnings (P/E) ratio is 38.5.
Does Arthur J. Gallagher & Company pay a dividend?
Arthur J. Gallagher & Company has a dividend yield of 1.2%.
What does Arthur J. Gallagher & Company do?
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.