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Arthur J. Gallagher & Co.

AJG Finance Specialty Insurers
$270.98
▲ +4.5% Today
as of Oct 22, 16:45 ET
Last 30 days +6.98% Sep 14 → Oct 22
$222.52 $235.53 $248.55 $261.56 $274.57 Sep 14 Sep 22 Sep 29 Oct 07 Oct 14 Oct 22
Open
$260.00
High
$271.00
Low
$257.52
Volume
$2M
Avg Vol
$2M
Mkt Cap
$58.2B
P/E (TTM)
46.77
Beta
—
52w High
$284.33
52w Low
$190.75
Div Yield
—
Shares Out
$256M

Recent Press Releases & News last 60 days · 25 items

lean bull ▲ 8 ● 17 ▼ 0
Oct 21 · 14:24 MA MT Newswires bullish
Arthur J. Gallagher Acquires Texas Employee Benefits Agency Mund Group
Oct 21 · 13:00 MA PR PR Newswire bullish
Arthur J. Gallagher & Co. Acquires The Mund Group, Ltd.
Oct 19 · 14:29 MT Newswires neutral
Arthur J. Gallagher Buys Intelligent Communications Experiences
▸ Show all 25 press releases & news Free account →

AJG earnings at a glance

Arthur J. Gallagher & Co. (AJG) is scheduled to report earnings on Thursday, October 29, 2026 — in 6 days. Analysts expect earnings per share of $3.02, compared with $2.32 in the same quarter last year (+30%). The options market is pricing a move of about ±4.1% after the report, a range of roughly $259.83 to $282.13 from today's $270.98. Over its last 6 reports the stock rose the next day 3 times and fell 3, moving ±2.5% on average; after the most recent report on Jul 30, 2026 it moved -2.7%. That means options currently expect more movement than AJG has typically delivered. AJG beat the consensus EPS estimate in 2 of its last 5 reported quarters. Implied volatility is currently 35%. The share price of $270.98 sits near its 52-week high.

More Finance stocks · All stocks · Earnings calendar

Overview

52-week range
$191
$284
86% of range
Avg surprise (last 5)
-1.0%
Avg reaction (last 6)
-0.4%
50% positive
Latest IV / EM
35%
EM ±4.1% · $230 · Oct 16

Earnings trends

EPS — actual vs estimate Actual Estimate
$1.07$1.92$2.77$3.62$4.47 Actual $2.24Actual $1.07Actual $1.28Actual $2.74Actual $1.27Actual $1.39Actual $3.67Est $3.57Actual $2.33Est $2.36Actual $2.32Est $2.51Actual $2.38Est $2.35Actual $4.47Actual $2.84Est $2.84 MarJunSepMarJunSepMar/2025Jun/2025Sep/20258K8KJun/2026
Revenue vs Net Income Revenue Net income
$0$1.2B$2.5B$3.7B$5.0B Sep 24Mar 25Jun 25Sep 25Mar 26Jun 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Thu Jul 30, 2026Jun/2026 $2.84 $2.84 0.0% +21.9% -2.7% earnings
Thu Apr 30, 20268K 2026-04-30 $4.47 — — — +0.8% earnings
Thu Jan 29, 20268K 2026-01-29 $2.38 $2.35 +1.3% — +1.4% earnings
Thu Oct 30, 2025Sep/2025 $2.32 $2.51 -7.6% — -4.8% earnings
Thu Jul 31, 2025Jun/2025 $2.33 $2.36 -1.3% — -1.1% earnings
Thu May 1, 2025Mar/2025 $3.67 $3.57 +2.8% — +4.2% earnings
Mon Sep 30, 2024Sep 2024 $1.39 — — — — financials
Sun Jun 30, 2024Jun 2024 $1.27 — — — — financials
Sun Mar 31, 2024Mar 2024 $2.74 — — — — financials
Sat Sep 30, 2023Sep 2023 $1.28 — — — — financials
Fri Jun 30, 2023Jun 2023 $1.07 — — — — financials
Fri Mar 31, 2023Mar 2023 $2.24 — — — — financials

Upcoming

DateFiscalTimeEPS EstLY EPSYoY %Δ
Thu Oct 29, 2026Sep/2026OTHER $3.02$2.32 +30.2%

Financials

Income statement (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue$4.00B$4.76B—$3.37B$3.22B$3.73B—$2.81B
Cost of revenue————————
Gross profit————————
Operating income————————
Net income$324M$823M—$273M$368M$709M—$313M
EPS (diluted)$1.25$3.16—$1.04$1.40$2.72—$1.39

Balance sheet (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Cash & equivalents————————
Inventory————————
Total current assets$45.45B$42.02B$34.36B$43.01B$57.84B$53.44B$44.11B$37.28B
Total assets$81.81B$78.30B$70.67B$79.07B$80.12B$74.10B$64.26B$57.24B
Long-term debt$11.96B$12.08B$12.10B$12.10B$12.10B$12.42B$12.73B$7.79B
Total liabilities$58.06B$54.50B$47.32B$55.83B$57.07B$51.74B$44.08B$45.03B
Total equity$23.72B$23.80B$23.32B$23.21B$23.06B$22.35B$20.15B$12.21B

Implied volatility — last 90 days

27%218%409%600%791% Jun 07 — IV 39% · EM ±5.4%Jun 08 — IV 37% · EM ±4.9%Jun 09 — IV 38% · EM ±4.7%Jun 10 — IV 37% · EM ±4.4%Jun 11 — IV 33% · EM ±3.6%Jun 12 — IV 36% · EM ±3.6%Jun 15 — IV 49% · EM ±3.5%Jun 16 — IV 53% · EM ±3.1%Jun 17 — IV 791% · EM ±33.0%Jun 19 — IV 32% · EM ±7.0%Jun 22 — IV 31% · EM ±6.6%Jun 23 — IV 31% · EM ±6.3%Jun 24 — IV 29% · EM ±5.9%Jun 25 — IV 28% · EM ±5.4%Jun 26 — IV 29% · EM ±5.6%Jun 29 — IV 28% · EM ±5.0%Jun 30 — IV 27% · EM ±4.7%Jul 01 — IV 29% · EM ±4.8%Jul 02 — IV 28% · EM ±4.6%Jul 03 — IV 29% · EM ±4.6%Jul 06 — IV 30% · EM ±4.2%Jul 07 — IV 31% · EM ±4.0%Jul 08 — IV 33% · EM ±4.1%Jul 09 — IV 33% · EM ±3.9%Jul 10 — IV 28% · EM ±3.1%Jul 13 — IV 36% · EM ±3.0%Jul 14 — IV 38% · EM ±2.7%Jul 15 — IV 42% · EM ±2.5%Jul 16 — IV 58% · EM ±2.4%Jul 20 — IV 37% · EM ±8.8%Jul 21 — IV 38% · EM ±8.7%Jul 22 — IV 38% · EM ±8.7%Jul 23 — IV 38% · EM ±8.5%Jul 24 — IV 38% · EM ±8.4%Jul 27 — IV 39% · EM ±8.2%Jul 28 — IV 39% · EM ±8.1%Jul 29 — IV 39% · EM ±7.9%Jul 30 — IV 38% · EM ±7.4%Jul 31 — IV 32% · EM ±6.1%Aug 03 — IV 35% · EM ±6.2%Aug 04 — IV 36% · EM ±6.2%Aug 05 — IV 35% · EM ±5.9%Aug 06 — IV 33% · EM ±5.3%Aug 07 — IV 34% · EM ±5.2%Aug 10 — IV 35% · EM ±4.9%Aug 11 — IV 34% · EM ±4.5%Aug 12 — IV 36% · EM ±4.5%Aug 13 — IV 36% · EM ±4.2%Aug 14 — IV 30% · EM ±3.3%Aug 17 — IV 34% · EM ±2.8%Aug 18 — IV 35% · EM ±2.6%Aug 19 — IV 38% · EM ±2.3%Aug 20 — IV 44% · EM ±1.8%Aug 24 — IV 30% · EM ±6.2%Aug 25 — IV 29% · EM ±6.0%Aug 26 — IV 29% · EM ±5.9%Aug 27 — IV 29% · EM ±5.6%Aug 28 — IV 28% · EM ±5.4%Aug 31 — IV 30% · EM ±5.3%Sep 01 — IV 30% · EM ±5.1%Sep 02 — IV 30% · EM ±5.1%Sep 03 — IV 30% · EM ±4.8%Sep 04 — IV 28% · EM ±4.4%Sep 07 — IV 31% · EM ±4.4%Sep 08 — IV 34% · EM ±4.5%Sep 09 — IV 35% · EM ±4.4%Sep 10 — IV 33% · EM ±3.8%Sep 11 — IV 32% · EM ±3.5%Sep 14 — IV 41% · EM ±3.5%Sep 15 — IV 36% · EM ±2.6%Sep 16 — IV 43% · EM ±2.5%Sep 17 — IV 43% · EM ±1.8%Sep 21 — IV 32% · EM ±6.7%Sep 22 — IV 32% · EM ±6.6%Sep 23 — IV 33% · EM ±6.6%Sep 24 — IV 33% · EM ±6.5%Sep 25 — IV 32% · EM ±6.0%Sep 28 — IV 35% · EM ±6.2%Sep 29 — IV 34% · EM ±5.9%Sep 30 — IV 33% · EM ±5.5%Oct 01 — IV 33% · EM ±5.3%Oct 02 — IV 33% · EM ±5.2%Oct 06 — IV 32% · EM ±4.2%Oct 07 — IV 33% · EM ±4.2%Oct 08 — IV 35% · EM ±4.1%

Sector peers

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FNF
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AJG earnings FAQ

When is AJG's next earnings date?

Arthur J. Gallagher & Co. is expected to report on October 29, 2026.

What is AJG's expected move for earnings?

Options currently price a move of about ±4.1%, or $11.15 per share either way from $270.98.

How does AJG stock usually react to earnings?

Across the last 6 reports the average next-day move was ±2.5%, up 3 times and down 3 times.

What EPS are analysts expecting from Arthur J. Gallagher & Co.?

The consensus estimate is $3.02 per share, versus $2.32 a year ago.

What is AJG's implied volatility?

AJG's at-the-money implied volatility is about 35% based on the latest options snapshot.

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