Arthur J. Gallagher Future Growth

Future criteria checks 4/6

Arthur J. Gallagher is forecast to grow earnings and revenue by 15.8% and 11.4% per annum respectively. EPS is expected to grow by 17.5% per annum. Return on equity is forecast to be 20.5% in 3 years.

Key information

15.8%

Earnings growth rate

17.5%

EPS growth rate

Insurance earnings growth	11.5%
Revenue growth rate	11.4%
Future return on equity	20.5%
Analyst coverage	Good
Last updated	20 Dec 2024

Recent future growth updates

Arthur J. Gallagher & Co. Just Missed Earnings - But Analysts Have Updated Their Models

Oct 28

Recent updates

Arthur J. Gallagher: Bolt-On Acquirer Goes Big On AssuredPartners

Dec 10

Arthur J. Gallagher & Co. Just Missed Earnings - But Analysts Have Updated Their Models

Oct 28

Why Investors Shouldn't Be Surprised By Arthur J. Gallagher & Co.'s (NYSE:AJG) P/E

Apr 10

Arthur J. Gallagher (NYSE:AJG) Is Increasing Its Dividend To $0.60

Feb 28

Arthur J. Gallagher (NYSE:AJG) Is Paying Out A Larger Dividend Than Last Year

Feb 13

Arthur J. Gallagher's (NYSE:AJG) Dividend Will Be Increased To $0.60

Jan 30

Arthur J. Gallagher & Co.'s (NYSE:AJG) Share Price Matching Investor Opinion

Jan 04

Earnings and Revenue Growth Forecasts

NYSE:AJG - Analysts future estimates and past financials data (USD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2026	14,088	1,982	3,709	3,483	5
12/31/2025	12,659	1,888	3,240	3,092	7
12/31/2024	11,467	1,508	2,546	2,555	9
9/30/2024	10,668	1,172	2,393	2,537	N/A
6/30/2024	10,389	1,140	2,333	2,500	N/A
3/31/2024	10,077	1,091	2,199	2,393	N/A
12/31/2023	9,559	970	1,838	2,032	N/A
9/30/2023	9,212	1,137	1,756	1,946	N/A
6/30/2023	8,836	1,112	1,510	1,691	N/A
3/31/2023	8,492	1,162	1,427	1,602	N/A
12/31/2022	8,270	1,114	1,207	1,390	N/A
9/30/2022	8,247	1,088	1,110	1,276	N/A
6/30/2022	8,352	1,057	995	1,156	N/A
3/31/2022	8,248	963	1,563	1,702	N/A
12/31/2021	7,974	907	1,264	1,392	N/A
9/30/2021	7,722	940	1,507	1,630	N/A
6/30/2021	7,426	891	1,594	1,694	N/A
3/31/2021	7,083	855	1,820	1,917	N/A
12/31/2020	6,782	819	1,708	1,807	N/A
9/30/2020	6,779	775	1,627	1,738	N/A
6/30/2020	6,757	725	1,380	1,502	N/A
3/31/2020	6,825	681	1,195	1,324	N/A
12/31/2019	6,894	669	1,052	1,191	N/A
9/30/2019	6,848	688	888	1,030	N/A
6/30/2019	6,808	689	734	871	N/A
3/31/2019	6,807	694	754	887	N/A
12/31/2018	6,711	634	641	765	N/A
9/30/2018	6,581	588	639	766	N/A
6/30/2018	6,402	571	N/A	907	N/A
3/31/2018	6,238	526	N/A	621	N/A
12/31/2017	6,051	481	N/A	854	N/A
9/30/2017	5,948	505	N/A	874	N/A
6/30/2017	5,874	517	N/A	781	N/A
3/31/2017	5,849	597	N/A	565	N/A
12/31/2016	5,490	397	N/A	650	N/A
9/30/2016	5,489	382	N/A	695	N/A
6/30/2016	5,427	392	N/A	694	N/A
3/31/2016	5,370	381	N/A	639	N/A
12/31/2015	5,301	357	N/A	686	N/A
9/30/2015	5,209	346	N/A	505	N/A
6/30/2015	5,072	306	N/A	302	N/A
3/31/2015	4,885	276	N/A	466	N/A
12/31/2014	4,560	303	N/A	437	N/A
9/30/2014	4,220	312	N/A	330	N/A
6/30/2014	3,779	293	N/A	499	N/A
3/31/2014	3,384	277	N/A	383	N/A
12/31/2013	3,155	269	N/A	373	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: AJG's forecast earnings growth (15.8% per year) is above the savings rate (2.6%).

Earnings vs Market: AJG's earnings (15.8% per year) are forecast to grow faster than the US market (15.2% per year).

High Growth Earnings: AJG's earnings are forecast to grow, but not significantly.

Revenue vs Market: AJG's revenue (11.4% per year) is forecast to grow faster than the US market (9.1% per year).

High Growth Revenue: AJG's revenue (11.4% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: AJG's Return on Equity is forecast to be high in 3 years time (20.5%)

Discover growth companies

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 02:06
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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 here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

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 .

Analyst Sources

Arthur J. Gallagher & Co. is covered by 38 analysts. 9 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
John Heagerty	Atlantic Equities LLP
Ishan Majumdar	Baptista Research

Arthur J. Gallagher Future Growth

Future criteria checks 4/6

Key information

Recent future growth updates

Arthur J. Gallagher & Co. Just Missed Earnings - But Analysts Have Updated Their Models

Recent updates

Arthur J. Gallagher & Co. (NYSE:AJG) acquired Durham & Bates Agencies, Inc.

Arthur J. Gallagher & Co. (NYSE:AJG) acquired Sheila J. Butler and Company, Inc.

Arthur J. Gallagher & Co. has completed a Follow-on Equity Offering in the amount of $8.5 billion.

Arthur J. Gallagher & Co. (NYSE:AJG) entered into a Stock Purchase Agreement to acquire AssuredPartners, Inc. from Apax Partners LLP, GTCR LLC and others for approximately $13.4 billion.

Arthur J. Gallagher: Bolt-On Acquirer Goes Big On AssuredPartners

Arthur J. Gallagher & Co. (NYSE:AJG) entered into a Stock Purchase Agreement to acquire AssuredPartners, Inc. from Apax Partners LLP, GTCR LLC and others for approximately $13.4 billion.

Arthur J. Gallagher & Co. (NYSE:AJG) acquired Dawson & Keenan Insurance Ltd.

Upcoming dividend of US$0.60 per share

Arthur J. Gallagher & Co. (NYSE:AJG) acquired Shepard Insurance Group, Inc.

Arthur J. Gallagher & Co. (NYSE:AJG) acquired Shepard Insurance Group, Inc.

Arthur J. Gallagher & Co. (NYSE:AJG) acquired Thb Chile Corredores De Reaseguros SA.

A-G Specialty Insurance, LLC acquired First Agency, Inc. from Arthur J. Gallagher & Co. (NYSE:AJG).

Chief Accounting Officer & Controller exercised options and sold US$9.2m worth of stock

Arthur J. Gallagher & Co. (NYSE:AJG) acquired Peabody Insurance Agency, Inc. from family.

Arthur J. Gallagher & Co. (NYSE:AJG) acquired American Matar International Inc.

JTC PLC (LSE:JTC) completed the acquisition of BuckUK and European Share Plan Administration and Trustee Businesses from Arthur J. Gallagher & Co. (NYSE:AJG).

Corporate VP & CFO notifies of intention to sell stock

Arthur J. Gallagher & Co. (NYSE:AJG) acquired Adept Benefits, LLC.

Arthur J. Gallagher & Co. Just Missed Earnings - But Analysts Have Updated Their Models

Third quarter dividend of US$0.60 announced

Third quarter 2024 earnings: EPS and revenues miss analyst expectations

Arthur J. Gallagher & Co. (NYSE:AJG) acquired Redington Limited.

Arthur J. Gallagher & Co. to Report Q3, 2024 Results on Oct 24, 2024

Getting In Cheap On Arthur J. Gallagher & Co. (NYSE:AJG) Might Be Difficult

Upcoming dividend of US$0.60 per share

Arthur J. Gallagher: Strong Growth Expectations And Track Record

President notifies of intention to sell stock

Corporate VP recently sold US$1.8m worth of stock

Second quarter dividend of US$0.60 announced

Second quarter 2024 earnings: EPS and revenues miss analyst expectations

Arthur J. Gallagher & Co. Announces Regular Third Quarter Dividend, Payable on September 20, 2024

Arthur J. Gallagher & Co. Appoints Richard Harries as Director

Arthur J. Gallagher & Co. to Report Q2, 2024 Results on Jul 25, 2024

Arthur J. Gallagher & Co. (NYSE:AJG) acquired Cornerstone Commercial & Personal Insurance Services, Inc.

Insider recently sold US$2.6m worth of stock

Arthur J. Gallagher & Co. (NYSE:AJG) acquired Crawford Insurance Company.

Upcoming dividend of US$0.60 per share

Corporate VP exercised options and sold US$3.1m worth of stock

Corporate VP recently sold US$1.9m worth of stock

Corporate VP & CFO recently sold US$4.0m worth of stock

Arthur J. Gallagher: Positive On Both Organic And Inorganic Growth

High number of new directors

Chairman & CEO exercised options and sold US$1.2m worth of stock

First quarter dividend of US$0.60 announced

First quarter 2024 earnings: Revenues and EPS in line with analyst expectations

Arthur J. Gallagher & Co. Declares Regular Second Quarter Cash Dividend, Payable on June 21, 2024

Arthur J. Gallagher & Co. (NYSE:AJG) acquired Prasidium Credit Insurance.

Arthur J. Gallagher & Co. (NYSE : AJG) acquired Fontenelle & Goodreau Insurance, LLC.

Why Investors Shouldn't Be Surprised By Arthur J. Gallagher & Co.'s (NYSE:AJG) P/E

Arthur J. Gallagher & Co. to Report Q1, 2024 Results on Apr 25, 2024

Arthur J. Gallagher & Co., Annual General Meeting, May 07, 2024

Arthur J. Gallagher & Co. has filed a Follow-on Equity Offering.

Insider notifies of intention to sell stock

PSC Insurance Says in Buyout Talks

Arthur J. Gallagher (NYSE:AJG) Is Increasing Its Dividend To $0.60

Upcoming dividend of US$0.60 per share

Corporate VP & CFO recently sold US$2.9m worth of stock

Arthur J. Gallagher (NYSE:AJG) Is Paying Out A Larger Dividend Than Last Year

President notifies of intention to sell stock

Arthur J. Gallagher & Co. (NYSE:AJG) acquired Shelton & Alderson Insurance Agency, Inc.

Arthur J. Gallagher's (NYSE:AJG) Dividend Will Be Increased To $0.60

Arthur J. Gallagher & Co. (NYSE:AJG) acquired Horak Insurance, Inc.

Fourth quarter dividend increased to US$0.60

Full year 2023 earnings: EPS misses analyst expectations

Arthur J. Gallagher & Co. Increases Quarterly Cash Dividend, Payable on March 15, 2024

Arthur J. Gallagher & Co. (NYSE:AJG) acquired The Rowley Agency, LLC.

Arthur J. Gallagher & Co. (NYSE:AJG) acquired MCMM Services Limited.

Now 21% undervalued after recent price drop

Arthur J. Gallagher & Co. to Report Q4, 2023 Results on Jan 25, 2024

Arthur J. Gallagher & Co.'s (NYSE:AJG) Share Price Matching Investor Opinion

Corporate VP & CFO recently sold US$3.4m worth of stock

Corporate VP & CFO notifies of intention to sell stock

Arthur J. Gallagher & Co. (NYSE:AJG) acquired Hunt Insurance Agency, Inc. from an unknown family.

Arthur J. Gallagher & Co. (NYSE:AJG) completed the acquisition of Galloway-Chandler-McKinney Insurance Agency, Inc. from Cadence Bank (NYSE:CADE).