AJG Arthur J. Gallagher & Co. Common Stock

NYSE · Insurance · Lihat di SEC EDGAR ↗
$255,67
Harga · Agu 19, 2026
Fundamental per Agu 5, 2026

Tentang Arthur J. Gallagher & Co. Common Stock Tinjauan perusahaan dari Wikipedia

Arthur J. Gallagher & Co. (AJG) adalah sebuah penyedia jasa manajemen risiko dan kepialangan asuransi asal Amerika Serikat yang berkantor pusat di Rolling Meadows, Illinois. Perusahaan ini didirikan pada tahun 1927 dan merupakan salah satu pialang asuransi terbesar di dunia.

Baca selengkapnya

Arthur J. Gallagher & Co. (AJG) adalah sebuah penyedia jasa manajemen risiko dan kepialangan asuransi asal Amerika Serikat yang berkantor pusat di Rolling Meadows, Illinois (suburban Chicago). Perusahaan ini didirikan pada tahun 1927 dan merupakan salah satu pialang asuransi terbesar di dunia.

Sejarah

Perusahaan ini memulai sejarahnya pada tahun 1927 saat Arthur James Gallagher mendirikan sebuah biro kepialangan di Illinois. Setelah Perang Dunia II berakhir, ketiga anaknya, John, James, dan Robert, bergabung ke dalam perusahaan ini. Perusahaan ini resmi didaftarkan sebagai sebuah badan hukum pada tahun 1950 saat pendapatannya mencapai $175.000. Pada tahun 1957, Beatrice Foods Company resmi menjadi klien perusahaan ini.

Walaupun menghadapi persaingan di Amerika Serikat selama dekade 1980-an hingga 1990-an, perusahaan ini tetap dapat tumbuh signifikan mulai dari tahun 1990 hingga 2000, berdasarkan Investor's Business Daily.

Gallagher lalu membeli 16 biro kepialangan yang lebih kecil selama tahun 2000. Perusahaan ini juga mengembangkan eksistensinya ke sekitar 50 kota di Amerika Serikat.

Sejarah dan nilai perusahaan ini didokumentasikan oleh Robert E. Gallagher dan Alison Kittrell dalam sebuah buku berjudul The Gallagher Way, yang diterbitkan pada tahun 2005 oleh Marketing Counsel dan iUniverse.

Pada tahun 2010, Gallagher Brazil resmi didirikan setelah perusahaan ini mengambil alih Securitas Re of São Paulo dari Estater Gestao de Investimentos Ltda.

Pada bulan Juli 2015, perusahaan ini menempati peringkat ketiga dalam daftar pialang terbesar yang disusun oleh Best's Review.

Pada bulan Juni 2016, diumumkan bahwa Gallagher akan masuk dalam daftar Fortune 500 untuk pertama kalinya. Gallagher saat ini menepati peringkat ke-462 dalam daftar tersebut.

Pada bulan Februari 2020, Gallagher masuk dalam daftar perusahaan paling etis di dunia yang disusun oleh arbiter internasional independen, Ethisphere. Ini merupakan yang kesembilan kalinya, perusahaan ini masuk dalam daftar tersebut.

Bisnis internasional

Selama semester pertama tahun 2016, margin profitabilitas dan pendapatan perusahaan ini tumbuh. Pada kuartal kedua tahun 2016, Arthur J. Gallagher & Co. (NYSE: AJG) mencatatkan pertumbuhan organik sebesar 3,6% dengan pendapatan sebesar $939 juta. Di Amerika Serikat saja, perusahaan ini mencatatkan pertumbuhan organik sebesar 3%.

Singapura

Arthur J. Gallagher & Co. mengakuisisi ITI Solutions Pte Ltd. asal Singapura pada tahun 2011. ITI adalah sebuah pialang asuransi spesialis dengan keahlian di bidang kargo kelautan, risiko politik, risiko kredit perdagangan, dan pelayaran khusus. ITI lalu diubah namanya menjadi Gallagher Singapore.

Eropa

Pada bulan Juli 2016, Arthur J. Gallagher mengakuisisi 85% saham pialang reasuransi dan asuransi khusus asal Swedia, Brim AB. Pada saat diakuisisi, Brim mencatatkan pendapatan sebesar $11,4 juta dan mempekerjakan tidak lebih dari 30 orang. Skandinavia adalah wilayah pengembangan strategis bagi Arthur J. Gallagher dan kesepakatan inipun memperkuat pembelian perusahaan ini terhadap pialang asuransi khusus asal Norwegia, Bergvall Marine AS pada bulan Desember 2013.

Britania Raya

Antara tahun 2010 dan 2012, bisnis perusahaan ini di Britania Raya tumbuh signifikan. Pada tahun 2012, Britania Raya menyumbang 14% dari total pendapatan perusahaan ini, yakni sebesar $352,3 juta, naik 137% jika dibandingkan dengan pendapatan pada tahun 2010. Sementara Amerika Serikat menyumbang 80% pendapatan perusahaan ini, yakni $2.006,1 juta, naik sebesar 24%. Sementara sisanya berasal dari Australia, Bermuda, dan Kanada ($161,9 juta, naik sebesar 59%).

Pada bulan April 2018, Gallagher diumumkan sebagai sponsor nama baru bagi Premiership Rugby, sistem liga uni rugbi teratas di Inggris. Kesepakatan ini berlaku pada musim 2018–2019.

Oseania

Australia

Pada tahun 2014, Arthur J. Gallagher mengembangkan eksistensinya di Australia dengan mengakuisisi OAMPS Insurance Brokers.

Selandia Baru

Pada tahun 2014, Arthur J. Gallagher membeli pialang asuransi nasional asal Selandia Baru, Crombie Lockwood,

Amerika Utara

Kanada

Pada bulan Februari 2015, Arthur J. Gallagher & Co. mengakuisisi Cohen & Lord Insurance Brokers Ltd asal Ottawa.

Pada bulan November 2015, perusahaan ini mengakuisisi Christie Phoenix Ltd. dan afiliasinya, Discovery Insurance Services Ltd., yang sama-sama berkantor pusat di Victoria B.C. Christie Phoenix adalah sebuah pialang asuransi ritel yang fokus menyediakan jasa asuransi untuk properti komersial dan individu di seantero British Columbia.

Pada bulan Juni 2016, Arthur J. Gallagher & Co. mengubah nama Noraxis menjadi Arthur J. Gallagher Canada Limited.

Amerika Serikat

Pada bulan Agustus 2017, perusahaan ini mengakuisisi agen asuransi manfaat pegawai, Ballard Benefit Works, Inc. asal Howell, Michigan.

Referensi

Pranala luar

Situs web resmi

Data bisnis Arthur J. Gallagher & Co.:

Sumber: Wikipedia, CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

AJG Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

Harga
$255.67
Kapitalisasi Pasar
$65.71B
P/E (TTM)
44.5
EPS (TTM)
$5.74
Pendapatan (TTM)
$13.94B
Imbal Hasil Dividen
1.0%
ROE
6.9%
D/E Utang/Ekuitas
0.5
Rentang 52M
$191 – $314

AJG Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

Pendapatan & Laba Bersih $13.94B
3-point trend, +38.4%
2023-12-31 2025-12-31
EPS $5.74
3-point trend, +29.9%
2023-12-31 2025-12-31
Arus Kas Bebas
Margin 10.7%

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik
Tren 5 Tahun
AJG
Median Rekan
P/E (TTM)
3-point trend, -11.4%
44.5
40.4
P/S (TTM)
3-point trend, -1.4%
4.7
3.7
P/B
3-point trend, -36.9%
2.8
5.3

Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC

Metrik
Tren 5 Tahun
AJG
Median Rekan
Net Profit Margin (Margin Laba Bersih)
3-point trend, +11.3%
10.7%
6.4%
ROA
3-point trend, +19.5%
2.2%
3.2%
ROE
3-point trend, -29.4%
6.9%
10.1%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
AJG
Median Rekan
Debt / Equity (Utang / Ekuitas)
3-point trend, -23.3%
0.5
Current Ratio (Rasio Lancar)
3-point trend, +2.2%
1.1
1.1
Quick Ratio (Rasio Cepat)
3-point trend, +30.5%
0.2

Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T

Metrik
Tren 5 Tahun
AJG
Median Rekan
Revenue YoY (Pendapatan YoY)
3-point trend, +38.4%
20.7%
Revenue CAGR 3Y (CAGR Pendapatan 3T)
3-point trend, +38.4%
17.7%
Revenue CAGR 5Y (CAGR Pendapatan 5T)
3-point trend, +38.4%
14.8%
EPS YoY
3-point trend, +29.9%
-11.7%
Net Income YoY (Laba Bersih YoY)
3-point trend, +54.0%
2.1%

Metrik Per Saham EPS, nilai buku per saham, arus kas per saham, dividen per saham

Metrik
Tren 5 Tahun
AJG
Median Rekan
EPS (Diluted)
3-point trend, +29.9%
$5.74

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
AJG
Median Rekan
Payout Ratio (Rasio Pembayaran Dividen)
3-point trend, -8.6%
44.6%

Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun

Imbal Hasil Dividen
1.0%
Rasio Pembayaran Dividen
44.6%
CAGR Dividen 5T
Tanggal ex-dividenJumlah
5 Juni 2026$0,7000
6 Maret 2026$0,7000
5 Des. 2025$0,6500
5 Sep. 2025$0,6500
6 Juni 2025$0,6500
7 Maret 2025$0,6500
6 Des. 2024$0,6000
6 Sep. 2024$0,6000
7 Juni 2024$0,6000
29 Feb. 2024$0,6000
30 Nov. 2023$0,5500
31 Agu 2023$0,5500
1 Juni 2023$0,5500
2 Maret 2023$0,5500
1 Des. 2022$0,5100
1 Sep. 2022$0,5100
2 Juni 2022$0,5100
3 Maret 2022$0,5100
2 Des. 2021$0,4800
2 Sep. 2021$0,4800

AJG Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

BELI 29 analis
  • Beli Kuat 6 20,7%
  • Beli 17 58,6%
  • Tahan 6 20,7%
  • Jual 0 0,0%
  • Jual Kuat 0 0,0%

Target Harga 12 Bulan

18 analis · 2026-08-16
Target median $286.00 +11,9%
Target rata-rata $290.44 +13,6%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

Kejutan Rata-rata
-0.04%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $2.84 $2.84 -0.00%
31 Maret 2026 $4.47 $4.47 -0.00%
31 Des. 2025 $2.38 $2.37 0.01%
30 Sep. 2025 $2.32 $2.57 -0.25%
30 Juni 2025 $2.33 $2.39 -0.06%
31 Maret 2025 $3.67 $3.62 0.05%

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
AJG $66.51B 45.1 20.7% 10.7% 6.9%
MRSH $89.98B 22.0 10.3% 15.4% 28.1%
BRO $26.78B 25.2 22.8% 17.9% 8.7%
RYAN 21.3% 2.1% 9.9%
BWIN -48.1 8.3% -2.2% -5.7%
HGTY 17.3% 10.2% 80.3%
GSHD 70.8 16.2% 7.6% -107.8%
LIFE 52.0% 18.4% -108.4%
TWFG 54.3 22.0%
ABX $833M 23.8 110.2% 15.5% 8.8% 87.7%

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

Laporan Laba Rugi 11
Data Laporan Laba Rugi Tahunan untuk AJG
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +201.4% $13.94B $11.55B $10.07B $8.55B $8.21B $7.00B $7.20B $6.93B $6.16B $5.59B $5.39B $4.63B
Cost of Revenue 8-point trend, -97.8% · · · $23M $1.17B $882M $1.35B $1.82B $1.64B $1.41B · $1.06B
Operating Expenses 12-point trend, +203.9% $2.26B $1.75B $1.69B $1.33B $1.07B $906M $1.07B $904M $829M $776M $841M $743M
Interest Expense 12-point trend, +618.0% $639M $381M $297M $257M $226M $196M $180M $138M $124M $110M $103M $89M
Pretax Income 12-point trend, +541.9% $1.87B $1.88B $1.19B $1.33B $975M $871M $626M $479M $360M $334M $294M $292M
Income Tax 12-point trend, +1122.2% $368M $404M $219M $211M $20M $13M $-90M $-196M $-157M $-97M $-96M $-36M
Net Income 12-point trend, +392.4% $1.49B $1.46B $970M $1.11B $907M $819M $669M $634M $481M $397M $357M $303M
EPS (Basic) 12-point trend, +194.4% $5.83 $6.63 $4.51 $5.30 $4.47 $4.29 $3.60 $3.47 $2.67 $2.23 $2.07 $1.98
EPS (Diluted) 12-point trend, +191.4% $5.74 $6.50 $4.42 $5.19 $4.37 $4.20 $3.52 $3.40 $2.64 $2.22 $2.06 $1.97
Shares (Basic) 12-point trend, +67.5% 256,100,000 220,500,000 214,900,000 210,300,000 202,700,000 191,000,000 186,000,000 182,700,000 180,100,000 177,600,000 172,200,000 152,900,000
EBITDA 12-point trend, +333.4% $1.12B $842M $696M $600M $566M $562M $474M $419M $386M $351M $334M $259M
Neraca 25
Data Neraca Tahunan untuk AJG
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents 9-point trend, +134.9% · · · $738M $403M $665M $605M $607M $681M $546M $480M $314M
Receivables 4-point trend, +77.8% $5.17B $3.90B $3.79B $2.91B · · · · · · · ·
Prepaid Expense 9-point trend, +173.5% · · · $197M $172M $112M $116M $108M $92M $78M $78M $72M
Other Current Assets 12-point trend, +32.9% $886M $518M $450M $399M $1.45B $1.11B $1.07B $1.02B $882M $634M $587M $667M
Current Assets 12-point trend, +801.4% $34.36B $44.11B $32.12B $22.29B $17.67B $11.12B $9.12B $8.12B $7.27B $4.42B $4.21B $3.81B
PP&E (Net) 12-point trend, +303.8% $789M $650M $726M $576M $501M $451M $467M $437M $412M $378M $249M $195M
PP&E (Gross) 12-point trend, +313.9% $2.27B $1.81B $1.75B $1.46B $1.31B $1.18B $1.06B $942M $881M $789M $648M $549M
Accum. Depreciation 12-point trend, +319.5% $1.48B $1.16B $1.02B $886M $808M $729M $592M $505M $468M $412M $399M $353M
Goodwill 12-point trend, +554.9% $22.59B $12.27B $11.48B $9.49B $8.67B $6.13B $5.62B $4.63B $4.16B $3.75B $3.66B $3.45B
Intangibles 12-point trend, +501.6% $10.68B $4.53B $4.63B $3.37B $3.95B $2.40B $2.32B $1.77B $1.64B $1.63B $1.70B $1.78B
Other Non-current Assets 12-point trend, +315.9% $1.60B $1.35B $1.13B $990M $966M $770M $774M $574M $567M $504M $443M $385M
Total Assets 12-point trend, +605.9% $70.67B $64.25B $51.62B $38.36B $33.24B $22.33B $19.63B $16.33B $14.91B $13.53B $10.91B $10.01B
Short-term Debt 12-point trend, +357.1% $640M $200M $670M $310M $245M $75M $620M $365M $290M $578M $245M $140M
Current Liabilities 12-point trend, +792.7% $32.52B $29.26B $31.06B $21.34B $16.73B $10.13B $8.92B $7.69B $6.73B $4.61B $4.19B $3.64B
Capital Leases 7-point trend, +51.1% $515M $328M $352M $300M $309M $321M $341M · · · · ·
Other Non-current Liabilities 12-point trend, +116.1% $2.02B $1.69B $2.32B $1.90B $1.87B $1.31B $1.27B $901M $1.11B $1.08B $964M $937M
Total Liabilities 12-point trend, +605.7% $47.32B $44.08B $40.80B $29.17B $24.78B $16.10B $14.42B $11.76B $10.61B $7.83B $7.22B $6.70B
Long-term Debt 12-point trend, +27824.1% $12.87B $23M $24M $17M $23M $20M $18M $20M $20M $27M $63M $46M
Total Debt 12-point trend, +462.6% $12.74B $12.93B $7.68B $5.87B $6.06B $4.34B $4.44B $3.46B $2.98B $2.72B $2.32B $2.27B
Common Stock 12-point trend, +56.1% $257M $250M $217M $212M $208M $194M $188M $184M $181M $178M $177M $165M
Retained Earnings 12-point trend, +758.9% $5.81B $4.99B $4.05B $3.56B $2.88B $2.37B $1.90B $1.56B $1.22B $916M $774M $676M
AOCI 12-point trend, -101.5% $-525M $-1.15B $-792M $-1.14B $-726M $-644M $-760M $-786M $-555M $-764M $-522M $-261M
Stockholders' Equity 12-point trend, +622.1% $23.32B $20.15B $10.78B $9.14B $8.51B $6.19B $5.16B $4.50B $4.24B $3.60B $3.64B $3.23B
Liabilities + Equity 12-point trend, +605.9% $70.67B $64.25B $51.62B $38.36B $33.34B $22.33B $19.63B $16.33B $14.91B $11.49B $10.91B $10.01B
Shares Outstanding 12-point trend, +56.1% 257,000,000 250,000,000 216,700,000 211,900,000 208,500,000 193,700,000 188,100,000 184,000,000 181,000,000 178,300,000 176,900,000 164,600,000
Arus Kas 18
Data Arus Kas Tahunan untuk AJG
Metrik Tren 202520242023202220212020201920182017201620152014
D&A 12-point trend, +333.4% $1.12B $843M $697M $600M $566M $562M $474M $419M $386M $351M $334M $259M
Stock-based Comp 12-point trend, +362.3% $49M $42M $31M $24M $13M $14M $14M $14M $17M $15M $11M $11M
Deferred Tax 7-point trend, +135.6% $61M $109M $43M $-209M $-184M $-162M $-171M · · · · ·
Other Non-cash 12-point trend, -366.6% $-796M $127M $291M $596M $402M $358M $-38M $-301M $-12M $-158M $-50M $-171M
Operating Cash Flow 12-point trend, +342.1% $1.93B $2.58B $2.03B $1.39B $1.39B $1.81B $1.19B $765M $854M $650M $686M $437M
CapEx 3-point trend, +167.2% · · · · · · · · · $218M $99M $82M
Investing Cash Flow 10-point trend, -3171.4% $-15.88B $-1.59B $-3.29B $-1.00B $-3.43B $-471M $-1.45B $-910M $-511M $-485M · ·
Debt Issued 7-point trend, +29.0% · · · · $1.68B $425M $725M $400M $348M $326M · $1.30B
Net Debt Issued 7-point trend, +39.8% · · · · $1.68B $425M $725M $400M $348M $326M · $1.20B
Stock Issued 12-point trend, +50.4% $1.50B $8.51B $120M $123M $1.55B $112M $101M $82M $60M $46M $203M $997M
Stock Repurchased 3-point trend, -88.8% · · · · · · · $11M $18M $101M · ·
Net Stock Activity 12-point trend, +50.4% $1.50B $8.51B $120M $123M $1.55B $112M $101M $71M $43M $-55M $203M $997M
Dividends Paid 12-point trend, +199.0% $667M $525M $474M $430M $392M $347M $321M $302M $283M $272M $258M $223M
Financing Cash Flow 10-point trend, +14867.2% $1.71B $13.05B $2.87B $213M $3.00B $-505M $638M $162M $-48M $-12M · ·
Net Change in Cash 12-point trend, -73290.2% $-11.93B $13.93B $1.58B $498M $892M $950M $387M $-68M $367M $45M $210M $16M
Taxes Paid 10-point trend, +415.9% $341M $331M $226M $318M $325M $113M $22M $68M $56M $66M · ·
Free Cash Flow 3-point trend, +26.0% · · · · · · · · · $404M $554M $321M
Levered FCF 3-point trend, +21.6% · · · · · · · · · $267M $417M $220M
Profitabilitas 5
Data Profitabilitas Tahunan untuk AJG
Metrik Tren 202520242023202220212020201920182017201620152014
Net Margin 10-point trend, +63.4% 10.7% 12.7% 9.6% 13.0% 11.1% 11.7% · · 7.5% 7.4% 6.6% 6.6%
Pretax Margin 10-point trend, +132.2% 13.4% 16.2% 11.8% 15.5% 11.9% 12.4% · · 6.1% 6.4% 5.4% 5.8%
EBITDA Margin 10-point trend, +43.8% 8.1% 7.3% 6.9% 7.0% 6.9% 8.0% · · 6.3% 6.3% 6.2% 5.6%
ROA 12-point trend, -38.6% 2.2% 2.4% 1.8% 2.9% 3.0% 3.7% 3.5% 3.9% 3.5% 3.7% 3.4% 3.6%
ROE 12-point trend, -39.8% 6.9% 9.5% 9.7% 12.6% 12.3% 14.4% 13.9% 14.5% 12.0% 11.5% 10.4% 11.4%
Likuiditas & Solvabilitas 4
Data Likuiditas & Solvabilitas Tahunan untuk AJG
Metrik Tren 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, +1.0% 1.1 1.5 1.0 1.0 1.1 1.1 1.0 1.1 1.1 1.0 1.0 1.0
Quick Ratio 12-point trend, +84.4% 0.2 0.1 0.1 0.0 0.0 0.1 0.1 0.1 0.1 0.1 0.1 0.1
Debt / Equity 12-point trend, -22.1% 0.5 0.6 0.7 0.6 0.7 0.7 0.9 0.8 0.7 0.8 0.6 0.7
LT Debt / Equity 12-point trend, -21.1% 0.5 0.6 0.7 0.6 0.7 0.7 0.7 0.7 0.7 0.6 0.6 0.7
Efisiensi 2
Data Efisiensi Tahunan untuk AJG
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 10-point trend, -62.3% 0.2 0.2 0.2 0.2 0.3 0.3 · · 0.5 0.5 0.5 0.5
Receivables Turnover 3-point trend, +2.2% 3.1 3.0 3.0 · · · · · · · · ·
Per Saham 4
Data Per Saham Tahunan untuk AJG
Metrik Tren 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +362.5% $90.74 $80.61 $49.72 $43.15 $40.81 $31.94 $27.41 $24.45 $22.68 $20.17 $20.57 $19.62
Cash / Share 9-point trend, -15.4% · · · $1.62 $1.93 $3.43 $3.22 $3.30 $3.76 $3.06 $2.72 $1.91
Dividend / Share 12-point trend, +80.6% $3 $2 $2 $2 $2 $2 $2 $2 $2 $2 $1 $1
EPS (TTM) 12-point trend, +191.4% $5.74 $6.50 $4.42 $5.19 $4.37 $4.20 $3.52 $3.40 $2.64 $2.22 $2.06 $1.97
Tingkat Pertumbuhan 10
Data Tingkat Pertumbuhan Tahunan untuk AJG
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +20.0% 20.7% 14.7% 17.8% 4.2% 17.2% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +37.4% 17.7% 12.1% 12.9% · · · · · · · · ·
Revenue CAGR 5Y 14.8% · · · · · · · · · · ·
EPS YoY 5-point trend, -388.6% -11.7% 47.1% -14.8% 18.8% 4.0% · · · · · · ·
EPS CAGR 3Y 3-point trend, +98.3% 3.4% 14.1% 1.7% · · · · · · · · ·
EPS CAGR 5Y 6.5% · · · · · · · · · · ·
Net Income YoY 5-point trend, -80.3% 2.1% 50.8% -12.9% 22.9% 10.8% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +76.8% 10.3% 17.3% 5.8% · · · · · · · · ·
Net Income CAGR 5Y 12.8% · · · · · · · · · · ·
Dividend CAGR 5Y 13.9% · · · · · · · · · · ·
Valuasi (TTM) 17
Data Valuasi (TTM) Tahunan untuk AJG
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +201.4% $13.94B $11.55B $10.07B $8.55B $8.21B $7.00B $7.20B $6.93B $6.16B $5.59B $5.39B $4.63B
Net Income TTM 12-point trend, +392.4% $1.49B $1.46B $970M $1.11B $907M $819M $669M $634M $481M $397M $357M $303M
Market Cap 12-point trend, +758.3% $66.51B $70.96B $48.73B $39.95B $35.38B $23.96B $17.91B $13.56B $11.45B $9.26B $7.24B $7.75B
Enterprise Value 9-point trend, +368.9% · · · $45.48B $41.03B $27.64B $21.74B $16.41B $13.75B $11.44B $9.08B $9.70B
P/E 12-point trend, +88.7% 45.1 43.7 50.9 36.3 38.8 29.5 27.1 21.7 24.0 23.4 19.9 23.9
P/S 12-point trend, +184.8% 4.8 6.1 4.8 4.7 4.3 3.4 2.5 2.0 1.9 1.7 1.3 1.7
P/B 12-point trend, +18.8% 2.9 3.5 4.5 4.4 4.2 3.9 3.5 3.0 2.8 2.6 2.0 2.4
P / Tangible Book · 21.2 · · · · · · · · · ·
P / Cash Flow 12-point trend, +78.9% 34.5 27.5 24.0 18.8 20.8 13.7 16.0 17.7 13.4 14.9 11.1 19.3
P / FCF 3-point trend, -5.1% · · · · · · · · · 22.9 13.1 24.2
EV / EBITDA 9-point trend, +102.5% · · · 75.9 72.5 49.1 45.8 39.2 35.7 32.6 27.2 37.5
EV / FCF 3-point trend, -6.4% · · · · · · · · · 28.3 16.4 30.2
EV / Revenue 9-point trend, +153.7% · · · 5.3 5.0 3.9 3.0 2.4 2.2 2.0 1.7 2.1
Dividend Yield 12-point trend, -65.3% 1.0% 0.74% 0.97% 1.1% 1.1% 1.5% 1.8% 2.2% 2.5% 2.9% 3.6% 2.9%
Earnings Yield 12-point trend, -46.9% 2.2% 2.3% 2.0% 2.8% 2.6% 3.4% 3.7% 4.6% 4.2% 4.3% 5.0% 4.2%
Payout Ratio 12-point trend, -39.3% 44.6% 35.9% 48.9% 38.6% 43.2% 42.4% 48.0% 47.6% 61.1% 65.7% 72.2% 73.5%
Annual Payout 12-point trend, +199.0% $667M $525M $474M $430M $392M $347M $321M $302M $283M $272M $258M $223M

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

Laporan Laba Rugi
2025-12-312025-06-302025-03-312024-12-312024-09-30
Pendapatan $13.94B$11.55B
Laba Bersih $1.49B$1.46B
EPS Dilusian $5.74$6.50
Neraca
2025-12-312025-06-302025-03-312024-12-312024-09-30
Utang / Ekuitas 0.50.6
Rasio Lancar 1.11.5
Rasio Cepat 0.20.1

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Pemilik institusional (13F) 1.407 pengaju · $37.7B total · Per tanggal 30 Juni 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
160 (-4 vs Kuartal sebelumnya) 104 (-65 vs Kuartal sebelumnya) 452 (+19 vs Kuartal sebelumnya) 458 (+2 vs Kuartal sebelumnya) +42.6M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
VANGUARD CAPITAL MANAGEMENT LLC $3.851.537.901 16.777.183 10,22% Saham
FMR LLC $2.894.114.399 12.606.675 7,68% Saham
Capital World Investors $2.872.235.049 12.511.991 7,62% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $2.859.231.218 12.454.725 7,59% Saham
STATE STREET CORP $2.595.011.070 11.303.790 6,89% Saham
Dodge & Cox $2.149.609.457 9.363.634 5,71% Saham
NORGES BANK $1.545.876.170 6.733.790 4,10% Saham
GEODE CAPITAL MANAGEMENT, LLC $1.252.770.154 5.454.300 3,32% Saham
EAGLE CAPITAL MANAGEMENT LLC $1.122.737.692 4.890.612 2,98% Saham
Capital Research Global Investors $593.625.531 2.585.853 1,58% Saham
WCM INVESTMENT MANAGEMENT, LLC $550.893.700 2.425.562 1,46% Saham
GTCR LLC $544.947.068 2.373.773 1,45% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $488.779.039 2.129.107 1,30% Saham
Capital International Investors $459.536.264 2.002.580 1,22% Saham
MANUFACTURERS LIFE INSURANCE COMPANY, THE $440.226.807 1.917.615 1,17% Saham
VANGUARD FIDUCIARY TRUST CO $331.153.348 1.442.494 0,88% Saham
First Pacific Advisors, LP $306.772.095 1.336.290 0,81% Saham
Brave Warrior Advisors, LLC $295.002.501 1.285.022 0,78% Saham
GOLDMAN SACHS GROUP INC $287.969.456 1.254.386 0,76% Saham
BROWN ADVISORY INC $276.339.603 1.203.710 0,73% Saham
JANUS HENDERSON GROUP PLC $248.137.976 1.145.703 0,66% Saham
FIL Ltd $246.752.855 1.074.848 0,65% Saham
WELLINGTON MANAGEMENT GROUP LLP $245.446.832 1.069.159 0,65% Saham
BECK MACK & OLIVER LLC $243.781.531 1.061.905 0,65% Saham
BROWN BROTHERS HARRIMAN & CO $229.786.848 1.000.945 0,61% Saham
Guinness Asset Management LTD $194.729.830 851.348 0,52% Saham
ENVESTNET ASSET MANAGEMENT INC $191.284.684 833.230 0,51% Saham
ADAGE CAPITAL PARTNERS GP, L.L.C. $183.427.119 799.003 0,49% Saham
Focus Partners Wealth $177.050.457 771.225 0,47% Saham
BANK OF AMERICA CORP /DE/ $166.491.510 725.232 0,44% Saham
Swiss National Bank $166.452.024 725.060 0,44% Saham
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $164.469.458 716.424 0,44% Saham
DIMENSIONAL FUND ADVISORS LP $153.021.986 666.561 0,41% Saham
BLS Capital Fondsmaeglerselskab A/S $151.495.080 659.908 0,40% Saham
Unisphere Establishment $146.855.929 639.700 0,39% Saham
BNP PARIBAS FINANCIAL MARKETS $144.167.435 627.989 0,38% Saham
Mitsubishi UFJ Asset Management Co., Ltd. $143.485.382 625.018 0,38% Saham
Stonehage Fleming Financial Services Holdings Ltd $137.471.796 598.823 0,36% Saham
Woodline Partners LP $136.929.781 596.462 0,36% Saham
COOKE & BIELER LP $136.278.032 593.623 0,36% Saham
Fenimore Asset Management Inc $132.498.210 577.158 0,35% Saham
Vanguard Global Advisers, LLC $131.074.139 570.955 0,35% Saham
Sumitomo Mitsui Trust Group, Inc. $127.427.649 555.071 0,34% Saham
JUPITER ASSET MANAGEMENT LTD $125.945.866 559.087 0,33% Saham
BlackRock, Inc. $122.238.449 532.467 0,32% Saham
National Pension Service $118.532.271 516.323 0,31% Saham
Mawer Investment Management Ltd. $117.086.439 510.025 0,31% Saham
Legal & General Group Plc $115.636.935 503.711 0,31% Saham
Bank Julius Baer & Co. Ltd, Zurich $115.129.287 502.345 0,31% Saham
VANGUARD ASSET MANAGEMENT, Ltd $115.122.697 501.471 0,31% Saham
Connor, Clark & Lunn Investment Management Ltd. $110.267.292 480.321 0,29% Saham
Global Retirement Partners, LLC $101.291.977 441.225 0,27% Saham
RHUMBLINE ADVISERS $96.644.262 420.980 0,26% Saham
JONES FINANCIAL COMPANIES LLLP $95.851.012 424.101 0,25% Saham
LAZARD ASSET MANAGEMENT LLC $95.624.174 416.536 0,25% Saham
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. $95.487.575 415.941 0,25% Saham
CHILTON INVESTMENT CO INC. $94.835.367 413.100 0,25% Saham
MILFORD FUNDS LTD $93.599.821 407.718 0,25% Saham
RAYMOND JAMES FINANCIAL INC $91.184.601 397.197 0,24% Saham
NZS Capital, LLC $89.443.456 389.613 0,24% Saham
Bowie Capital Management, LLC $86.817.405 378.174 0,23% Saham
APG Asset Management N.V. $85.369.399 425.155 0,23% Saham
Artisan Partners Limited Partnership $83.255.376 362.658 0,22% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $79.934.047 369.074 0,21% Saham
TD Asset Management Inc $75.711.956 329.799 0,20% Saham
MAIRS & POWER INC $71.520.008 311.539 0,19% Saham
California Public Employees Retirement System $69.128.348 301.121 0,18% Saham
Welch & Forbes LLC $66.548.641 289.883 0,18% Saham
ZACKS INVESTMENT MANAGEMENT $66.124.754 288.036 0,18% Saham
BARCLAYS PLC $65.932.274 287.199 0,17% Saham
NEW YORK STATE COMMON RETIREMENT FUND $63.582.396 276.963 0,17% Saham
Balyasny Asset Management L.P. $61.334.217 267.170 0,16% Saham
Welch Group, LLC $60.202.672 262.241 0,16% Saham
Universal- Beteiligungs- und Servicegesellschaft mbH $60.111.201 261.632 0,16% Saham
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $59.985.952 261.297 0,16% Saham
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $59.101.649 257.445 0,16% Saham
Central Securities Corp $58.540.350 255.000 0,16% Saham
ALLIANCEBERNSTEIN L.P. $57.251.624 264.344 0,15% Saham
KORNITZER CAPITAL MANAGEMENT INC /KS $54.919.113 239.226 0,15% Saham
CINCINNATI FINANCIAL CORP $53.319.699 232.259 0,14% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $52.778.143 229.900 0,14% Opsi beli
Gotham Asset Management, LLC $52.315.789 227.886 0,14% Saham
Prana Capital Management, LP $51.486.353 224.273 0,14% Saham
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $49.581.840 215.977 0,13% Saham
FIFTH THIRD BANCORP $48.838.401 212.739 0,13% Saham
AVIVA PLC $48.595.607 211.681 0,13% Saham
Quantinno Capital Management LP $48.095.308 209.501 0,13% Saham
Retirement Systems of Alabama $45.996.186 200.358 0,12% Saham
Zurich Insurance Group Ltd/FI $45.970.704 200.247 0,12% Saham
Capital International, Inc./CA/ $44.844.663 195.342 0,12% Saham
NISSAY ASSET MANAGEMENT CORP /JAPAN $44.432.585 193.547 0,12% Saham
AMERIPRISE FINANCIAL INC $43.315.266 188.680 0,11% Saham
Fisher Funds Management LTD $41.553.548 181.006 0,11% Saham
COMERICA BANK $41.337.210 159.733 0,11% Saham
LPL Financial LLC $41.123.050 179.131 0,11% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $40.427.277 176.100 0,11% Opsi jual
FIRST TRUST ADVISORS LP $39.389.313 171.579 0,10% Saham
ASSETMARK, INC $39.065.379 170.168 0,10% Saham
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC $36.195.385 157.666 0,10% Saham
CINCINNATI INSURANCE CO $36.128.349 157.374 0,10% Saham

Orang dalam perusahaan 41 orang dalam · 22 pejabat · 21 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Patrick J Gallagher JR CEO 26 Mei 2026 G 109.417 0 1 $-6.322.010
Douglas K Howell VP & Chief Financial Officer 22 Juni 2026 I 106.710 0 6 $-6.381.558
Thomas Joseph Gallagher President 1 Juli 2026 M 323.743 0 0 $0
Mark H. Bloom Vice President 16 Agu 2026 M 4.417 0 0 $0
Michael Robert Pesch Vice President 1 Juli 2026 M 44.833 4 0 $988.489
Vishal Jain VICE PRESIDENT 1 Juli 2026 M 68.903 0 0 $0
Richard C Cary Controller, CAO 2 Juni 2026 S 47.819 0 3 $-3.408.000
William F Ziebell VICE PRESIDENT 31 Maret 2026 M 48.685 0 0 $0
Scott R Hudson Vice President 31 Maret 2026 M 90.262 0 3 $-4.690.413
Walter D. Bay General Counsel 31 Maret 2026 M 83.292 0 1 $-4.041.750
Christopher E Mead VICE PRESIDENT 16 Maret 2026 F 22.113 0 3 $-2.254.345
Susan E Pietrucha Chief Human Resources Officer 15 Maret 2026 F 16.397 0 0 $0
Joel D Cavaness Vice President 29 April 2024 M 159.581 0 0 $0
James W Durkin JR Vice President 29 Jan. 2018 M 303.317 0 0 $0
James S Gault Vice President 30 Nov. 2017 M 129.637 0 0 $0
David E Mcgurn JR Vice President 10 Juni 2015 M 15.466 0 0 $0
Richard J Mckenna Vice President 11 Agu 2009 J 66.785 0 0 $0
John C Rosengren VP, Gen. Counsel & Secretary 15 Mei 2007 A 262 0 0 $0
Elizabeth Brinkerhoff Vice President 14 Juni 2006 M 20.996 0 0 $0
Robert E Gallagher Chairman 14 Maret 2006 A 16.951 0 0 $0
Nicholas M Elsberg Vice President 21 Juli 2005 A 23.723 0 0 $0
James J Braniff III Vice President 26 Nov. 2003 M 157.056 0 0 $0
Christopher C. Miskel Direktur 1 Juni 2026 A 10.642 0 0 $0
David S Johnson Direktur 1 Juni 2026 A 47.387 0 0 $0
Richard De Winton Wilkin Harries Direktur 12 Mei 2026 A 2.413 0 0 $0
Teresa Hillary Clarke Direktur 12 Mei 2026 A 5.567 0 0 $0
David John Coldman Direktur 12 Mei 2026 A 16.344 0 0 $0
Deborah H Caplan Direktur 12 Mei 2026 A 2.650 0 0 $0
Ralph J Nicoletti Direktur 12 Mei 2026 A 18.414 0 0 $0
Norman L Rosenthal Direktur 12 Mei 2026 A 43.327 0 0 $0
Sherry S Barrat Direktur 13 Mei 2025 A 18.073 0 0 $0
William L Bax Direktur 7 Mei 2024 M 47.904 0 0 $0
Kay W Mccurdy Direktur 9 Mei 2023 M 30.621 0 0 $0
Frank E. English Jr. Direktur 4 Nov. 2020 S 5.500 0 0 $0
Elbert O Hand Direktur 16 Mei 2018 M 33.200 0 0 $0
James R Wimmer Direktur 21 Mei 2014 M 27.743 0 0 $0
Ilene S Gordon Direktur 7 Mei 2013 M 21.745 0 0 $0
Kimball T Brooker Direktur 27 Jan. 2010 M 188.040 0 0 $0
COUGHLAN GARY P/PA Direktur 15 Mei 2007 A 8.000 0 0 $0
Bernard L Hengesbaugh Direktur 9 Des. 2004 P 1.000 0 0 $0
Patrick Murphy Gallagher 5 Agu 2026 G 53.262 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Kepemilikan ETF Dimiliki oleh 166 ETF

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
KBWP · Invesco Exchange-Traded Fund Trust … 4,18% 45.553 SH 8 Agu 2026 Harian
GFGF · EA Series Trust 2,12% 3.904 NS 29 Mei 2026 N-PORT
SOVF · Elevation Series Trust 1,94% 8.866 NS 30 April 2026 N-PORT
RUNN · Strategic Trust 1,74% 29.933 NS 31 Mei 2026 N-PORT
RSPF · Invesco Exchange-Traded Fund Trust 1,34% 16.627 SH 8 Agu 2026 Harian
VOE · VANGUARD INDEX FUNDS 1,02% 1.650.247 SH 8 Agu 2026 Harian
IYF · iShares Trust 0,96% 167.708 SH 8 Agu 2026 Harian
CGMM · Capital Group Equity ETF Trust I 0,71% 98.307 NS 31 Mei 2026 N-PORT
VFH · VANGUARD WORLD FUND 0,69% 418.822 SH 8 Agu 2026 Harian
ESLG · Strategy Shares 0,68% 638 NS 30 April 2026 N-PORT
ESLV · Strategy Shares 0,64% 363 NS 30 April 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0,63% 67.160 NS 30 April 2026 N-PORT
ESUM · Strategy Shares 0,58% 4.305 NS 30 April 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0,57% 5.567.393 SH 8 Agu 2026 Harian
IMCG · iShares Trust 0,52% 83.791 SH 8 Agu 2026 Harian
FAS · Direxion Shares ETF Trust 0,52% 49.167 NS 30 April 2026 N-PORT
UPSD · ETF Series Solutions 0,50% 2.469 NS 30 April 2026 N-PORT
HELO · J.P. Morgan Exchange-Traded Fund Tr… 0,49% 95.415 NS 30 April 2026 N-PORT
FFLC · FIDELITY COVINGTON TRUST 0,48% 26.187 NS 30 April 2026 N-PORT
UYG · ProShares Trust 0,46% 15.842 NS 31 Mei 2026 N-PORT
ABCS · EA Series Trust 0,45% 256 NS 29 Mei 2026 N-PORT
IMCB · iShares Trust 0,44% 29.275 SH 8 Agu 2026 Harian
FDLO · FIDELITY COVINGTON TRUST 0,43% 28.952 NS 30 April 2026 N-PORT
IXG · iShares Trust 0,40% 11.205 SH 8 Agu 2026 Harian
PABU · iShares Trust 0,40% 39.702 SH 8 Agu 2026 Harian
VFVA · VANGUARD WELLINGTON FUND 0,38% 13.998 SH 8 Agu 2026 Harian
LQAI · Exchange Listed Funds Trust 0,36% 37 NS 30 April 2026 N-PORT
XOEF · iShares Trust 0,36% 324 SH 8 Agu 2026 Harian
IMCV · iShares Trust 0,35% 16.038 SH 8 Agu 2026 Harian
USMV · iShares Trust 0,34% 323.853 SH 8 Agu 2026 Harian
CGGE · Capital Group Global Equity ETF 0,27% 38.110 NS 31 Mei 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0,26% 1.451.347 SH 8 Agu 2026 Harian
USXF · iShares Trust 0,25% 14.978 SH 8 Agu 2026 Harian
IWX · iShares Trust 0,24% 37.720 SH 8 Agu 2026 Harian
DFVE · DoubleLine ETF Trust 0,24% 297 NS 31 Maret 2026 N-PORT
JOYT · J.P. Morgan Exchange-Traded Fund Tr… 0,23% 949 NS 30 April 2026 N-PORT
PFM · Invesco Exchange-Traded Fund Trust 0,22% 7.312 SH 8 Agu 2026 Harian
EUSA · iShares, Inc. 0,22% 16.731 SH 8 Agu 2026 Harian
VTV · VANGUARD INDEX FUNDS 0,22% 2.446.303 SH 8 Agu 2026 Harian
SIZE · iShares Trust 0,22% 3.821 SH 8 Agu 2026 Harian
IVE · iShares Trust 0,22% 426.053 SH 8 Agu 2026 Harian
RSP · Invesco Exchange-Traded Fund Trust 0,21% 842.464 SH 8 Agu 2026 Harian
IUSV · iShares Trust 0,20% 223.451 SH 8 Agu 2026 Harian
VOOV · VANGUARD ADMIRAL FUNDS 0,20% 59.163 SH 8 Agu 2026 Harian
GSEW · Goldman Sachs ETF Trust 0,20% 17.284 NS 31 Mei 2026 N-PORT
VEGN · ETF Series Solutions 0,19% 1.427 NS 30 April 2026 N-PORT
DSI · iShares Trust 0,18% 39.613 SH 8 Agu 2026 Harian
DGRO · iShares Trust 0,18% 310.242 SH 8 Agu 2026 Harian
BSCT · Invesco Exchange-Traded Self-Indexe… 0,18% 5.142.000 8 Agu 2026 Harian
BSCR · Invesco Exchange-Traded Self-Indexe… 0,17% 7.797.000 8 Agu 2026 Harian