The massive EPS beat signals strong operational momentum in brokerage and risk management. Traders should watch for potential guidance updates in the upcoming 10-Q and monitor any analyst upgrades following this outperformance.
Price Chart
Executive Summary
Arthur J. Gallagher & Co. reported Q1 2026 EPS of $4.47, a 58.6% beat vs the $2.82 consensus, with revenue of $4.04B in line with estimates. The massive EPS beat was driven by strong brokerage and risk management performance, though the stock's historical reaction to high-score calls has been mixed, warranting a calibrated bullish stance.
Key Financial Metrics
Key Facts
- EPS of $4.47 beat consensus of $2.82 by 58.6%
- Revenue of $4.04B in line with consensus
- Declared a regular quarterly cash dividend of $0.70 per share payable September 18, 2026
Financial Impact
EPS beat of $1.65 (58.6%) above consensus
Risk Factors
- Historical calibration shows high-score calls on AJG have had mixed T+20 outcomes, with a 40% win rate
- Revenue was in line with consensus, not a beat, limiting top-line growth narrative
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302838260 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 26, 2026 5w ago | Insider Cluster | $260.15 $227.13 | ▼ −12.69% | ▼ −12.18% | $226.11 (−13.08%) |
Aug 9, 2026 7w ago | Institutional Cluster | $252.43 $251.45 | ▼ −0.39% | ▲ +0.53% | $226.11 (−10.43%) |
Jul 30, 2026 9w ago | Press Release | $249.42 $267.56 | ▲ +7.27% | ▲ +4.29% | $226.11 (−9.35%) |
Jul 29, 2026 9w ago | Press Release | $256.46 $260.15 | ▲ +1.44% | ▼ −2.53% | $226.11 (−11.83%) |
Jul 29, 2026 9w ago | 8-K | $268.91 $265.03 | ▼ −1.44% | ▼ −6.46% | $226.11 (−15.92%) |
Jun 17, 2026 15w ago | 8-K | $216.09 $255.93 | ▲ +18.44% | ▲ +17.12% | $226.11 (+4.64%) |
Mar 27, 2026 27w ago | Court Ruling | $207.02 $214.97 | ▼ −3.84% | ▲ +8.90% | $226.11 (−9.22%) |
Mar 23, 2026 27w ago | DEFA14A | $216.17 $221.03 | ▲ +2.25% | ▼ −6.65% | $226.11 (+4.60%) |
Feb 28, 2026 30w ago | Institutional Cluster | $229.13 $215.85 | ▼ −5.80% | ▲ +2.14% | $226.11 (−1.32%) |
US Market Status
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