Arthur J. Gallagher Dirección
Dirección controles de criterios 3/4
El CEO de Arthur J. Gallagher es Pat Gallagher , nombrado en Jan 1995, tiene una permanencia de 31.5 años. compensación anual total es $20.75M, compuesta por 7.2% salario y 92.8% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.36% de las acciones de la empresa, por valor de $229.94M. La antigüedad media del equipo directivo y de la junta directiva es de 17.8 años y 10.6 años, respectivamente.
Información clave
Pat Gallagher
Chief Executive Officer (CEO)
US$20.7m
Compensación total
| Porcentaje del salario del CEO | 7.23% |
| Permanencia del CEO | 31.5yrs |
| Participación del CEO | 0.4% |
| Permanencia media de la dirección | 17.8yrs |
| Promedio de permanencia en la Junta Directiva | 10.6yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jul 13
AJG: Broker Resilience And Margin Upside Are Expected To Unlock Repricing Potential
Arthur J. Gallagher's updated analyst price target rises to $349.17 from $336.47, reflecting analysts' refreshed views on broker resilience, margin potential and valuation, as highlighted across recent target increases from firms following the stock.
Actualización de narrativa • Jun 29
AJG: Fair Outlook Balances Pricing Headwinds With Acquisition And Margin Opportunities
Arthur J. Gallagher's analyst price target has been reset from $250 to $225 as analysts factor in a higher discount rate, more moderate revenue growth and margins, and a slightly higher future P/E multiple, alongside mixed but generally constructive recent research commentary.Artículo de análisis • Jun 18
Arthur J. Gallagher (AJG) Stock Could Be 18.9% Undervalued on Its Digital Margin Growth Story
Arthur J. Gallagher Stock Snapshot After Recent Trading Moves Arthur J. Gallagher (AJG) stock has seen mixed short term performance, with a small decline over the past week, a gain over the past month, and a slight fall over the past 3 months. See our latest analysis for Arthur J. Gallagher. At a share price of $214.06, Arthur J. Gallagher’s 30 day share price return of 5.21% contrasts with a weaker year to date share price trend and a 1 year total shareholder return that is down 31.74%. This...
Actualización de narrativa • Jun 15
AJG: AI Efficiencies And AssuredPartners Synergies Will Support Future Upside
Analysts have adjusted the Arthur J. Gallagher price target slightly lower to $264.Seeking Alpha • Jun 14
Arthur J. Gallagher & Co.: Bolt-On Acquisitions Fuel Growth
Summary Arthur J. Gallagher & Co. leverages organic growth and aggressive M&A to drive industry-leading expansion in the fragmented insurance brokerage sector. Q1 2026 results reinforced the thesis: revenue surged 27.7% year-over-year, with 5% organic growth and strong EPS outperformance. AJG trades at a forward PE of 16.36 and a discount to a fair value estimate of $306, supporting a bullish total return outlook. Risks include a softening P&C market and integration challenges from recent acquisitions, but AJG's disciplined execution and low payout ratio underpin dividend growth. Read the full article on Seeking AlphaActualización de narrativa • Jun 01
AJG: AI Productivity And Resilient Broker Model Will Drive Future Upside
Analysts have trimmed the Arthur J. Gallagher price target by about $4 to reflect slightly lower fair value assumptions and a modestly higher discount rate, as recent sector research points to slower premium growth, underwriting-driven earnings, and recalibrated expectations for insurance brokers.Actualización de narrativa • May 02
AJG: AI Productivity And Defensive Broker Model Will Support Future Upside
Arthur J. Gallagher's analyst price target has edged lower by about $2, as analysts factor in more measured revenue growth along with slightly softer profit margin and future P/E assumptions, following a series of mixed target revisions and ratings updates across the broker group.Actualización de narrativa • Apr 17
AJG: AI Productivity And Broker Model Resilience Will Support 2026 Upside
Analysts made a small adjustment to Arthur J. Gallagher's average price target, with updated models pointing to a shift of about $0.10 as they balance slightly higher assumed revenue growth and P/E against reduced margin expectations and mixed views on AI related headwinds and opportunities.Actualización de narrativa • Apr 03
AJG: AI Productivity And Broker Resilience Are Expected To Drive 2026 Upside
The analyst price target for Arthur J. Gallagher has been reduced by about $3 to reflect updated Street views that balance softer insurance pricing, AI-related disruption risks, and integration headwinds with what analysts describe as a resilient broker model and potential productivity gains from AI.Nueva narrativa • Mar 31
Future Risk Advisory And M&A Pipeline Will Drive Stronger Margin Expansion
Catalysts About Arthur J. Gallagher Arthur J.Actualización de narrativa • Mar 20
AJG: Margin Durability And AI Productivity Are Expected To Support 2026 Upside
Analysts have trimmed the average price target for Arthur J. Gallagher to around $274 from about $282, reflecting tempered assumptions for revenue growth and profit margins.Actualización de narrativa • Mar 05
AJG: Margin Durability And Softer Cycle Are Expected To Support 2026 Upside
Narrative Update: Arthur J. Gallagher (AJG) The analyst price target for Arthur J.Actualización de narrativa • Feb 19
AJG: Softer Cycle And Integration Pressures Expected To Support 2026 Upside
Analysts have made only a small adjustment to Arthur J. Gallagher's valuation targets, with modest price target trims from several firms partially offset by a few small increases.Artículo de análisis • Feb 04
Arthur J. Gallagher's (NYSE:AJG) Upcoming Dividend Will Be Larger Than Last Year's
The board of Arthur J. Gallagher & Co. ( NYSE:AJG ) has announced that it will be paying its dividend of $0.70 on the...Actualización de narrativa • Feb 04
AJG: Softer Cycle And AssuredPartners Integration Set Up 2026 Recovery
Analysts have modestly reduced their price targets on Arthur J. Gallagher in recent weeks, with the updated fair value estimate moving from about $293.56 to $288.50 as they factor in softer revenue growth assumptions, slightly lower future P/E expectations, and relatively stronger profit margin forecasts reflected across new research from firms revising targets and ratings.Actualización de narrativa • Jan 20
AJG: Life Deals And Contingents Will Drive Recovery Through 2026
Analysts have trimmed their blended price target for Arthur J. Gallagher by about US$8 to reflect lower assumed fair value and P/E multiples, while incorporating recent research that highlights softer P&C pricing, near term organic growth and margin headwinds, and timing issues around AssuredPartners and large life deals.Actualización de narrativa • Jan 06
AJG: Maintained 6% Organic Outlook And Life Deals Will Support 2026 Recovery
Analysts have trimmed their average price target for Arthur J. Gallagher to about US$301 from roughly US$308, reflecting mixed Q3 results, valuation pressure across P&C brokers, and timing related headwinds, even as some firms remain constructive on growth into 2026 and have recently inched individual targets higher.Actualización de narrativa • Dec 14
AJG: Maintained 6% Organic Outlook And Q4 Rebound Will Support 2026 Recovery
Arthur J. Gallagher's analyst price target has been revised modestly lower, with fair value edging down by about $3 to roughly $308 as analysts factor in a recent Q3 earnings miss, softer brokerage trends, and broader P&C valuation pressure, even as they maintain confidence in the company's longer term growth outlook into 2026.Actualización de narrativa • Nov 29
AJG: Organic Growth Guidance And Q4 Improvements Will Drive Recovery In 2026
The consensus analyst price target for Arthur J. Gallagher has decreased from $319.80 to $311.75.Actualización de narrativa • Nov 15
AJG: Improving Synergies And Renewed Momentum Will Shape 2026 Prospects
Arthur J. Gallagher’s analyst price target was revised downward from $327.07 to $319.80.Actualización de narrativa • Oct 31
AJG: Pipeline Of Life Deals And Contingent Fees Will Drive 2026 Momentum
The consensus analyst price target for Arthur J. Gallagher has decreased by approximately $12 to around $327.Actualización de narrativa • Sep 20
Digital Tools And M&A Will Drive Global Expansion
Analysts have raised Arthur J. Gallagher’s price target to $339.20, citing stronger-than-expected organic brokerage growth, materializing acquisition synergies, and the company’s resilience to softer insurance pricing, outweighing modest concerns about margin pressure.Artículo de análisis • Aug 05
Arthur J. Gallagher & Co. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Arthur J. Gallagher & Co. ( NYSE:AJG ) shareholders are probably feeling a little disappointed, since its shares fell...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$21m | US$2m | US$1b |
| Sep 30 2025 | n/a | n/a | US$2b |
| Jun 30 2025 | n/a | n/a | US$2b |
| Mar 31 2025 | n/a | n/a | US$2b |
| Dec 31 2024 | US$17m | US$1m | US$1b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$15m | US$1m | US$970m |
| Sep 30 2023 | n/a | n/a | US$1b |
| Jun 30 2023 | n/a | n/a | US$1b |
| Mar 31 2023 | n/a | n/a | US$1b |
| Dec 31 2022 | US$14m | US$1m | US$1b |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | n/a | n/a | US$963m |
| Dec 31 2021 | US$14m | US$1m | US$907m |
| Sep 30 2021 | n/a | n/a | US$940m |
| Jun 30 2021 | n/a | n/a | US$891m |
| Mar 31 2021 | n/a | n/a | US$855m |
| Dec 31 2020 | US$11m | US$1m | US$819m |
| Sep 30 2020 | n/a | n/a | US$775m |
| Jun 30 2020 | n/a | n/a | US$725m |
| Mar 31 2020 | n/a | n/a | US$681m |
| Dec 31 2019 | US$9m | US$1m | US$669m |
Compensación vs. Mercado: La compensación total de Pat($USD20.75M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.63M).
Compensación vs. Ingresos: La compensación de Pat ha sido consistente con los resultados de la empresa en el último año.
CEO
Pat Gallagher (74 yo)
31.5yrs
Permanencia
US$20,745,060
Compensación
Mr. J. Patrick Gallagher, Jr. also known as Pat, serves as the Chief Executive Officer and President of Gallagher Koster (alternate name, Koster Insurance Agency, Inc.) and VEBA Service Group, LLC. Mr. Gal...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman & CEO | 31.5yrs | US$20.75m | 0.36% $ 229.9m | |
| President | 2.5yrs | US$9.98m | 0.25% $ 157.3m | |
| Corporate VP & CFO | 23.3yrs | US$10.02m | 0.043% $ 27.4m | |
| Executive VP & COO | 2.5yrs | US$8.29m | 0.11% $ 68.7m | |
| General Counsel & Secretary | 19.1yrs | US$8.26m | 0.033% $ 20.8m | |
| Vice President | no data | sin datos | sin datos | |
| Chief Accounting Officer & Controller | 29.5yrs | sin datos | 0.019% $ 11.9m | |
| Corporate VP & Global Chief Information Officer | 4.5yrs | sin datos | 0.0011% $ 719.4k | |
| Vice President of Corporate Communications | no data | sin datos | sin datos | |
| Corporate VP & Chief Marketing Officer | 9.2yrs | sin datos | 0.0088% $ 5.6m | |
| Corporate VP & Chief Human Resource Officer | 19.2yrs | sin datos | 0.0065% $ 4.2m | |
| President & CEO of Risk Management Services | 16.5yrs | US$4.61m | 0.035% $ 22.5m |
17.8yrs
Permanencia media
63yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de AJG es experimentado (17.8 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman & CEO | 40.5yrs | US$20.75m | 0.36% $ 229.9m | |
| Director | 11.7yrs | US$351.64k | 0.0057% $ 3.6m | |
| Independent Lead Director | 23.5yrs | US$418.31k | 0.018% $ 11.4m | |
| Independent Director | 10.5yrs | US$402.06k | 0.0065% $ 4.1m | |
| Independent Director | 18.5yrs | US$392.06k | 0.016% $ 10.3m | |
| Independent Director | 5yrs | US$363.31k | 0.0015% $ 935.8k | |
| Independent Director | 2yrs | US$351.82k | 0.00024% $ 152.8k | |
| Independent Director | 2.2yrs | US$363.31k | 0.00033% $ 210.1k | |
| Chairman of Technical Advisory Board | 10.8yrs | sin datos | sin datos | |
| Independent Director | 6.3yrs | US$387.06k | 0.0036% $ 2.3m |
10.6yrs
Permanencia media
65.5yo
Promedio de edad
Junta con experiencia: Los miembros de la junta directiva de AJG son experimentados ( 10.6 años antigüedad media).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/16 07:55 |
| Precio de las acciones al final del día | 2026/07/16 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Arthur J. Gallagher & Co. está cubierta por 29 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| null null | Argus Research Company |
| Taylor Scott | Barclays |
| Michael Zaremski | BMO Capital Markets Equity Research |