Arthur J. Gallagher & Co.

NYSE:AJG 株式レポート

時価総額:US$65.0b

Arthur J. Gallagher マネジメント

マネジメント 基準チェック /34

Arthur J. Gallagherの CEO はPat Gallagherで、 Jan1995年に任命され、 の在任期間は 31.5年です。 の年間総報酬は$ 20.75Mで、 7.2%給与と92.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.36%を直接所有しており、その価値は$ 234.87M 。経営陣と取締役会の平均在任期間はそれぞれ17.8年と10.6年です。

主要情報

Pat Gallagher

最高経営責任者

US$20.7m

報酬総額

CEO給与比率7.23%
CEO在任期間31.5yrs
CEOの所有権0.4%
経営陣の平均在職期間17.8yrs
取締役会の平均在任期間10.6yrs

経営陣の近況

Recent updates

ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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 Alpha
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
新しいナラティブ Mar 31

Future Risk Advisory And M&A Pipeline Will Drive Stronger Margin Expansion

Catalysts About Arthur J. Gallagher Arthur J.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...

CEO報酬分析

Arthur J. Gallagher の収益と比較して、Pat Gallagher の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$2b

Dec 31 2025US$21mUS$2m

US$1b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$2b

Dec 31 2024US$17mUS$1m

US$1b

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$15mUS$1m

US$970m

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$14mUS$1m

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$963m

Dec 31 2021US$14mUS$1m

US$907m

Sep 30 2021n/an/a

US$940m

Jun 30 2021n/an/a

US$891m

Mar 31 2021n/an/a

US$855m

Dec 31 2020US$11mUS$1m

US$819m

Sep 30 2020n/an/a

US$775m

Jun 30 2020n/an/a

US$725m

Mar 31 2020n/an/a

US$681m

Dec 31 2019US$9mUS$1m

US$669m

報酬と市場: Patの 総報酬 ($USD 20.75M ) は、 US市場 ($USD 14.60M ) の同規模の企業の平均を上回っています。

報酬と収益: Patの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Pat Gallagher (74 yo)

31.5yrs
在職期間
US$20,745,060
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
J. Gallagher
Chairman & CEO31.5yrsUS$20.75m0.36%
$ 234.9m
Thomas Gallagher
President2.5yrsUS$9.98m0.25%
$ 160.7m
Douglas Howell
Corporate VP & CFO23.3yrsUS$10.02m0.043%
$ 28.0m
Patrick Gallagher
Executive VP & COO2.5yrsUS$8.29m0.11%
$ 70.2m
Walter Bay
General Counsel & Secretary19.1yrsUS$8.26m0.033%
$ 21.2m
David Long
Vice Presidentno dataデータなしデータなし
Richard Cary
Chief Accounting Officer & Controller29.5yrsデータなし0.019%
$ 12.2m
Mark Bloom
Corporate VP & Global Chief Information Officer4.5yrsデータなし0.0011%
$ 734.8k
Linda Collins
Vice President of Corporate Communicationsno dataデータなしデータなし
Christopher Mead
Corporate VP & Chief Marketing Officer9.2yrsデータなし0.0088%
$ 5.7m
Susan Pietrucha
Corporate VP & Chief Human Resource Officer19.2yrsデータなし0.0065%
$ 4.2m
Scott Hudson
President & CEO of Risk Management Services16.5yrsUS$4.61m0.035%
$ 22.9m
17.8yrs
平均在職期間
63yo
平均年齢

経験豊富な経営陣: AJGの経営陣は経験豊富で経験豊富です(平均在職期間は17.8年)。


取締役

名称ポジション在職期間報酬所有権
J. Gallagher
Chairman & CEO40.5yrsUS$20.75m0.36%
$ 234.9m
David Coldman
Director11.7yrsUS$351.64k0.0057%
$ 3.7m
David Johnson
Independent Lead Director23.5yrsUS$418.31k0.018%
$ 11.7m
Ralph Nicoletti
Independent Director10.5yrsUS$402.06k0.0065%
$ 4.2m
Norman Rosenthal
Independent Director18.5yrsUS$392.06k0.016%
$ 10.5m
Teresa Clarke
Independent Director5yrsUS$363.31k0.0015%
$ 955.9k
Richard de Winton Harries
Independent Director2yrsUS$351.82k0.00024%
$ 156.1k
Deborah Caplan
Independent Director2.2yrsUS$363.31k0.00033%
$ 214.6k
David Jack
Chairman of Technical Advisory Board10.8yrsデータなしデータなし
Christopher Miskel
Independent Director6.3yrsUS$387.06k0.0036%
$ 2.4m
10.6yrs
平均在職期間
65.5yo
平均年齢

経験豊富なボード: AJGの 取締役会 は経験豊富で 経験豊富 です ( 10.6年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/13 18:21
終値2026/07/10 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Arthur J. Gallagher & Co. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

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