Arthur J. Gallagher & Co. (AJG)

Over the past six months, Arthur J. Gallagher & Co.'s stock has declined by 16.87%, and over the past year, it has decreased by 7.42%. The 52-week trading range has been between $236.34 and $351.23. Several analyst rating changes and price target adjustments have occurred recently. A significant event was the acquisition of AssuredPartners in August 2025, valued at approximately $13.45 billion, expected to add around $2.9 billion in annual pro forma revenue.

Demand for Arthur J. Gallagher & Co.'s products and services is generally resilient and often recession-proof. The company anticipates continued growth, with clients expected to add exposures and coverages to their existing insurance programs. An increase in payrolls and covered lives is expected in its benefits consulting business, along with rising claim counts in the claims handling business. The transactional risk market also experienced growth in 2025, suggesting stable and growing demand.

Arthur J. Gallagher & Co. is a global leader in insurance brokerage, risk management, and consulting services, operating within the Finance sector. It provides services through its Brokerage and Risk Management segments, including retail and wholesale insurance brokerage, specialized insurance assistance, and claims settlement. The company serves diverse clients across various industries and has grown through strategic acquisitions since its founding in 1927.

Arthur J. Gallagher & Co. has a substantial international presence, operating in approximately 130 to 150 countries. Key regions include the United States, Australia, Bermuda, Canada, the Caribbean, New Zealand, India, and the United Kingdom. Approximately one-third of its revenue is generated internationally.

Arthur J. Gallagher & Co. has maintained a strong reputation in the industry. The company was recognized for the tenth consecutive year on Ethisphere's list of the World's Most Ethical Companies in February 2021. Within the past year, there have been no widely reported negative events that significantly impacted its brand reputation. Consistent organic growth, strategic acquisitions, and a positive outlook from management contribute to a generally favorable perception.

Arthur J. Gallagher & Co. has an ownership structure predominantly held by institutional investors, accounting for approximately 87.55% of the company's stock. Insiders hold 2.95%, and retail investors hold 9.51%. Major institutional owners include Vanguard Group Inc., JPMorgan Chase & Co., and BlackRock, Inc. The largest individual shareholder is Robert E. Gallagher, owning 2.60 million shares, representing 1.01% of the company.