Arthur J. Gallagher Dividends and Buybacks
Dividend criteria checks 4/6
Arthur J. Gallagher is a dividend paying company with a current yield of 1.35% that is well covered by earnings. Next payment date is on 19th June, 2026 with an ex-dividend date of 5th June, 2026.
Key information
1.3%
Dividend yield
-2.8%
Buyback Yield
| Total Shareholder Yield | -1.5% |
| Future Dividend Yield | 1.5% |
| Dividend Growth | 5.7% |
| Next dividend pay date | 19 Jun 26 |
| Ex dividend date | 05 Jun 26 |
| Dividend per share | n/a |
| Payout ratio | 42% |
Recent dividend and buyback updates
Recent updates
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.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.Don't Overlook Arthur J. Gallagher & Co. When Investing
Apr 11AJG: 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.
Future Risk Advisory And M&A Pipeline Will Drive Stronger Margin Expansion
Catalysts About Arthur J. Gallagher Arthur J.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.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.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.Arthur J. Gallagher's (NYSE:AJG) Upcoming Dividend Will Be Larger Than Last Year's
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.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.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.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.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.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.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.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.Arthur J. Gallagher & Co. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Aug 05
Shareholders Should Be Pleased With Arthur J. Gallagher & Co.'s (NYSE:AJG) Price
Jun 02Upcoming Dividend Payment
Stability and Growth of Payments
Fetching dividends data
Stable Dividend: AJG's dividends per share have been stable in the past 10 years.
Growing Dividend: AJG's dividend payments have increased over the past 10 years.
Dividend Yield vs Market
| Arthur J. Gallagher Dividend Yield vs Market |
|---|
| Segment | Dividend Yield |
|---|---|
| Company (AJG) | 1.3% |
| Market Bottom 25% (US) | 1.4% |
| Market Top 25% (US) | 4.2% |
| Industry Average (Insurance) | 2.6% |
| Analyst forecast (AJG) (up to 3 years) | 1.5% |
Notable Dividend: AJG's dividend (1.35%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.4%).
High Dividend: AJG's dividend (1.35%) is low compared to the top 25% of dividend payers in the US market (4.22%).
Earnings Payout to Shareholders
Earnings Coverage: With its reasonably low payout ratio (42.2%), AJG's dividend payments are well covered by earnings.
Cash Payout to Shareholders
Cash Flow Coverage: With its reasonably low cash payout ratio (40.3%), AJG's dividend payments are well covered by cash flows.
Discover strong dividend paying companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/04 06:49 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Arthur J. Gallagher & Co. is covered by 30 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | Argus Research Company |
| Taylor Scott | Barclays |
| Michael Zaremski | BMO Capital Markets Equity Research |