Arthur J. Gallagher & Co.

NYSE:AJG Stock Report

Market Cap: US$51.9b

Arthur J. Gallagher Past Earnings Performance

Past criteria checks 1/6

Arthur J. Gallagher has been growing earnings at an average annual rate of 12.3%, while the Insurance industry saw earnings growing at 8.1% annually. Revenues have been growing at an average rate of 7.3% per year. Arthur J. Gallagher's return on equity is 8.9%, and it has net margins of 10.1%.

Key information

12.3%

Earnings growth rate

8.7%

EPS growth rate

Insurance Industry Growth8.0%
Revenue growth rate7.3%
Return on equity8.9%
Net Margin10.1%
Next Earnings Update25 Apr 2024

Recent past performance updates

Recent updates

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

Apr 10
Why Investors Shouldn't Be Surprised By Arthur J. Gallagher & Co.'s (NYSE:AJG) P/E

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

Feb 28
Arthur J. Gallagher (NYSE:AJG) Is Increasing Its Dividend To $0.60

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

Feb 13
Arthur J. Gallagher (NYSE:AJG) Is Paying Out A Larger Dividend Than Last Year

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

Jan 30
Arthur J. Gallagher's (NYSE:AJG) Dividend Will Be Increased To $0.60

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

Jan 04
Arthur J. Gallagher & Co.'s (NYSE:AJG) Share Price Matching Investor Opinion

Arthur J. Gallagher: Strong Growth And Margin Expansion Warrants A Premium Valuation

Oct 31

Arthur J. Gallagher Is Strategically Solid But Trades At A Premium

Oct 11

Arthur J. Gallagher (NYSE:AJG) Is Increasing Its Dividend To $0.55

Aug 30
Arthur J. Gallagher (NYSE:AJG) Is Increasing Its Dividend To $0.55

Arthur J. Gallagher's (NYSE:AJG) Dividend Will Be Increased To $0.55

Aug 16
Arthur J. Gallagher's (NYSE:AJG) Dividend Will Be Increased To $0.55

Arthur J. Gallagher's (NYSE:AJG) Upcoming Dividend Will Be Larger Than Last Year's

Aug 02
Arthur J. Gallagher's (NYSE:AJG) Upcoming Dividend Will Be Larger Than Last Year's

Arthur J. Gallagher: Reiterate Buy Rating On Strong Earnings Growth Prospect

Aug 01

Here's Why We Think Arthur J. Gallagher (NYSE:AJG) Is Well Worth Watching

Jul 03
Here's Why We Think Arthur J. Gallagher (NYSE:AJG) Is Well Worth Watching

Arthur J. Gallagher (NYSE:AJG) Is Increasing Its Dividend To $0.55

May 28
Arthur J. Gallagher (NYSE:AJG) Is Increasing Its Dividend To $0.55

Arthur J. Gallagher: FY23 Should Continue To Be A Good Year

May 25

Arthur J. Gallagher's (NYSE:AJG) Dividend Will Be Increased To $0.55

May 14
Arthur J. Gallagher's (NYSE:AJG) Dividend Will Be Increased To $0.55

Arthur J. Gallagher (NYSE:AJG) Will Pay A Larger Dividend Than Last Year At $0.55

Apr 30
Arthur J. Gallagher (NYSE:AJG) Will Pay A Larger Dividend Than Last Year At $0.55

Is Now The Time To Put Arthur J. Gallagher (NYSE:AJG) On Your Watchlist?

Mar 24
Is Now The Time To Put Arthur J. Gallagher (NYSE:AJG) On Your Watchlist?

Revenue & Expenses Breakdown
Beta

How Arthur J. Gallagher makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

NYSE:AJG Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Dec 239,5599701,5500
30 Sep 239,2131,1371,4610
30 Jun 238,8361,1121,3680
31 Mar 238,4931,1621,2820
31 Dec 228,2701,1141,2140
30 Sep 228,2471,0881,2080
30 Jun 228,3521,0571,1420
31 Mar 228,2489631,0710
31 Dec 217,9749071,0720
30 Sep 217,7229409380
30 Jun 217,4268918990
31 Mar 217,0838558560
31 Dec 206,7828199070
30 Sep 206,7797759270
30 Jun 206,7577259860
31 Mar 206,8256811,0280
31 Dec 196,8946691,0690
30 Sep 196,8486889930
30 Jun 196,8086899590
31 Mar 196,8076949270
31 Dec 186,7116349040
30 Sep 186,5815888420
30 Jun 186,4025718240
31 Mar 186,2385268060
31 Dec 176,0514817900
30 Sep 175,9485057910
30 Jun 175,8745177680
31 Mar 175,8495977620
31 Dec 165,4903977390
30 Sep 165,4893827650
30 Jun 165,4273927710
31 Mar 165,3703817700
31 Dec 155,3013577690
30 Sep 155,2093467800
30 Jun 155,0723067800
31 Mar 154,8852767500
31 Dec 144,5603037020
30 Sep 144,2203126380
30 Jun 143,7792935750
31 Mar 143,3842775450
31 Dec 133,1552695150
30 Sep 132,9352425140
30 Jun 132,7532295060

Quality Earnings: AJG has a large one-off loss of $795.9M impacting its last 12 months of financial results to 31st December, 2023.

Growing Profit Margin: AJG's current net profit margins (10.1%) are lower than last year (13.5%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: AJG's earnings have grown by 12.3% per year over the past 5 years.

Accelerating Growth: AJG's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: AJG had negative earnings growth (-13%) over the past year, making it difficult to compare to the Insurance industry average (8.5%).


Return on Equity

High ROE: AJG's Return on Equity (8.9%) is considered low.


Return on Assets


Return on Capital Employed


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