Arthur J. Gallagher & Co. (AJG)

In the past six months, Arthur J. Gallagher & Co. released its second-quarter 2025 earnings, reporting $2.33 earnings per share and $3.18 billion in revenue, which represented a 16.0% increase year-over-year. The stock price has shown an upward trend, reaching $304.10 per share on September 26, 2025. Acquisition activities continued with the acquisition of Bremer Insurance Agencies, MACK Insurance Services, and Dion Leadership Inc. Institutional investors have shown increased confidence, while analysts hold a consensus "Hold" rating for AJG, with an average twelve-month price target of $328.80.

Arthur J. Gallagher & Co.'s diversified business model and acquisition strategy mitigate sharp seasonality in overall demand for its services. The company has demonstrated stable organic growth, typically ranging from 4% to 6% in flat to soft markets, and higher in hard markets. Its total revenue has been positive every year since 1963, except for 2020. There are indications of seasonality in the stock's monthly returns.

Arthur J. Gallagher & Co. is a global insurance brokerage, risk management, and consulting services firm operating in the Financial Services sector, specifically within the Insurance - Brokers industry. The company provides insurance brokerage, reinsurance brokerage, consulting, and third-party claims settlement and administration services to commercial, not-for-profit, public entities, and individual clients. Its major products and services are categorized into Brokerage and Risk Management segments, offering property and casualty insurance, health and welfare insurance, healthcare exchange solutions, retirement solutions, risk analysis, and third-party claims administration.

Arthur J. Gallagher & Co. has a significant global presence, operating in approximately 130 countries through owned operations and a network of brokers and consultants. It has a substantial footprint across the Americas, Europe, Asia-Pacific, Africa, and the Middle East, including countries such as the United States, Australia, Bermuda, Canada, the Caribbean, New Zealand, India, and the United Kingdom, with expansions into Sweden, Norway, Brazil, and Singapore.

Arthur J. Gallagher & Co. maintains a strong brand reputation, built on a client-centric worldview and a commitment to meeting client needs. Its corporate culture, "The Gallagher Way," is founded on shared values, ethics, service, and collaboration. The company was recognized by Ethisphere as one of the World's Most Ethical Companies for the tenth consecutive year as of February 23, 2021. No specific negative events significantly impacting the company's reputation were identified in the past year.

Arthur J. Gallagher & Co.'s ownership is predominantly institutional, with institutional investors holding between 78% and 89.11% of the company's stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and JPMorgan Chase & Co. Insider ownership ranges from 0.96% to 2.92%, with Robert E. Gallagher being the largest individual shareholder. Retail investors and the general public hold between 15% and 22.76% of the stock.