Arthur J. Gallagher & Co.

NYSE:AJG Stok Raporu

Piyasa değeri: US$59.0b

Arthur J. Gallagher Yönetim

Yönetim kriter kontrolleri 3/4

Arthur J. Gallagher CEO'su Pat Gallagher, Jan1995 tarihinde atandı, in görev süresi 31.5 yıldır. in toplam yıllık tazminatı $ 20.75M olup, şirket hissesi ve opsiyonları dahil olmak üzere 7.2% maaş ve 92.8% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.36% ine doğrudan sahiptir ve bu hisseler $ 213.05M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 17.8 yıl ve 10.6 yıldır.

Anahtar bilgiler

Pat Gallagher

İcra Kurulu Başkanı

US$20.7m

Toplam tazminat

CEO maaş yüzdesi7.23%
CEO görev süresi31.5yrs
CEO sahipliği0.4%
Yönetim ortalama görev süresi17.8yrs
Yönetim Kurulu ortalama görev süresi10.6yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Yeni Anlatı Mar 31

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

Catalysts About Arthur J. Gallagher Arthur J.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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 Tazminat Analizi

Pat Gallagher'un ücretlendirmesi Arthur J. Gallagher'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Pat 'nin toplam tazminatı ($USD 20.75M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.47M ).

Tazminat ve Kazançlar: Pat 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Pat Gallagher (74 yo)

31.5yrs
Görev süresi
US$20,745,060
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
J. Gallagher
Chairman & CEO31.5yrsUS$20.75m0.36%
$ 213.0m
Thomas Gallagher
President2.5yrsUS$9.98m0.25%
$ 145.7m
Douglas Howell
Corporate VP & CFO23.3yrsUS$10.02m0.043%
$ 25.4m
Patrick Gallagher
Executive VP & COO2.5yrsUS$8.29m0.11%
$ 63.6m
Walter Bay
General Counsel & Secretary19.1yrsUS$8.26m0.033%
$ 19.2m
David Long
Vice Presidentno dataVeri yokVeri yok
Richard Cary
Chief Accounting Officer & Controller29.5yrsVeri yok0.019%
$ 11.1m
Mark Bloom
Corporate VP & Global Chief Information Officer4.5yrsVeri yok0.0011%
$ 666.5k
Linda Collins
Vice President of Corporate Communicationsno dataVeri yokVeri yok
Christopher Mead
Corporate VP & Chief Marketing Officer9.2yrsVeri yok0.0088%
$ 5.2m
Susan Pietrucha
Corporate VP & Chief Human Resource Officer19.2yrsVeri yok0.0065%
$ 3.8m
Scott Hudson
President & CEO of Risk Management Services16.5yrsUS$4.61m0.035%
$ 20.8m
17.8yrs
Ortalama Görev Süresi
63yo
Ortalama Yaş

Deneyimli Yönetim: AJG 'un yönetim ekibi deneyimli ve deneyimlidir ( 17.8 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
J. Gallagher
Chairman & CEO40.5yrsUS$20.75m0.36%
$ 213.0m
David Coldman
Director11.7yrsUS$351.64k0.0057%
$ 3.3m
David Johnson
Independent Lead Director23.5yrsUS$418.31k0.018%
$ 10.6m
Ralph Nicoletti
Independent Director10.5yrsUS$402.06k0.0065%
$ 3.8m
Norman Rosenthal
Independent Director18.5yrsUS$392.06k0.016%
$ 9.5m
Teresa Clarke
Independent Director5yrsUS$363.31k0.0015%
$ 867.1k
Richard de Winton Harries
Independent Director2yrsUS$351.82k0.00024%
$ 141.6k
Deborah Caplan
Independent Director2.2yrsUS$363.31k0.00033%
$ 194.7k
David Jack
Chairman of Technical Advisory Board10.8yrsVeri yokVeri yok
Christopher Miskel
Independent Director6.3yrsUS$387.06k0.0036%
$ 2.1m
10.6yrs
Ortalama Görev Süresi
65.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: AJG 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 10.6 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/01 22:05
Gün Sonu Hisse Fiyatı2026/07/01 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Arthur J. Gallagher & Co. 29 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
null nullArgus Research Company
Taylor ScottBarclays
Michael ZaremskiBMO Capital Markets Equity Research