Market Cap
$58.5B
AJG
Arthur J. Gallagher & Co.
$226.11 ▼ -2.46%
Prev close $231.82Market cap$58.5B
ConsensusBuy
12-mo target$288.39 (+27.5%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits Traditional Finance
Snapshot
The big-picture read on AJG right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (76%)
Inst. Holders
50 funds
Inst. Value
$42.9B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $8.2M sell
Insider Net $
-$8.2M
SEC Reports
9
Congressional
12 trades
Price chart 30d -15.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 short_volume
Short Volume: AJG — 64.5% short (0.3M / 0.5M)
Short: 338,561 | Exempt: 0 | TRF Vol: 524,761 | Short Ratio: 64.5% | Off-exchange volume (dark pool
Sep 15, 2026 Insider
CARY RICHARD C sold 1,000 shares
Controller, CAO @ $252.86 ($252.9K)
Sep 8, 2026 Insider
GALLAGHER J PATRICK JR gifted 49,988 shares
CEO
Sep 8, 2026 Insider
Aug 27, 2026 SEC Gallagher Patrick Murphy gifted 49,988 shares
Chief Operating Officer
Two AJG insiders — General Counsel Walter Bay and VP Christopher Mead — sold a combined $4.14M in open-market sales over
CLUSTER — Impact 2/10
A mixed institutional cluster in AJG for 2026-Q2 shows 10 buyers accumulating $93.8M in new positions (total $275.8M) ag
INST-CLUSTER — Impact 4/10
Arthur J. Gallagher & Co. reported Q2 2026 adjusted EPS of $2.84, a modest 0.9% beat vs consensus of $2.81, while total
PRESS-RELEASE — Impact 4/10
Jun 30, 2026 Inst.
FMR LLC — ADD
18,645,620 shares ($4.3B)
Analyst ratings buy % +13.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
76% rate it Buy or better · 29 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 24, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Sep 24, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 16, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Aug 19, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 17, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Aug 4, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 3, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 3, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 31, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 16 | 7 | 0 | 0 | 76% | |
| Aug 1, 2026 | 6 | 17 | 6 | 0 | 0 | 79% | |
| Jul 1, 2026 | 7 | 16 | 6 | 0 | 0 | 79% | |
| Jun 1, 2026 | 6 | 15 | 8 | 0 | 0 | 72% | |
| May 1, 2026 | 6 | 14 | 9 | 0 | 0 | 69% | |
| Apr 1, 2026 | 4 | 15 | 9 | 0 | 0 | 68% | |
| Mar 1, 2026 | 4 | 11 | 11 | 1 | 0 | 56% | |
| Feb 1, 2026 | 4 | 11 | 11 | 1 | 0 | 56% |
Price targets
Where 18 covering analysts think AJG trades over the next 12 months.
$288.39 +27.5% upside Strong Buy
Current$226.11 Low$250.00 Median$288.50 High$388.00 18 analysts
$250.00$388.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 2 bullish, 1 bearish, 1 mixed, 5 neutral · avg impact 4.0/10.
NEUTRALCLUSTER2/10
Two AJG insiders — General Counsel Walter Bay and VP Christopher Mead — sold a combined $4.14M in op
Aug 27, 2026
MIXEDINST-CLUSTER4/10
A mixed institutional cluster in AJG for 2026-Q2 shows 10 buyers accumulating $93.8M in new position
Aug 9, 2026
NEUTRALPRESS-RELEASE4/10
Arthur J. Gallagher & Co. reported Q2 2026 adjusted EPS of $2.84, a modest 0.9% beat vs consensus of
Jul 30, 2026
BULLISHPRESS-RELEASE7/10
Arthur J. Gallagher & Co. reported Q1 2026 EPS of $4.47, a 58.6% beat vs the $2.82 consensus, with r
Jul 29, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
short_volume
Short Volume: AJG — 64.5% short (0.3M / 0.5M)
Short: 338,561 | Exempt: 0 | TRF Vol: 524,761 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: AJG — 60.0% short (0.3M / 0.5M)
Short: 307,278 | Exempt: 84 | TRF Vol: 512,313 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: AJG — 57.0% short (0.4M / 0.7M)
Short: 415,845 | Exempt: 274 | TRF Vol: 730,056 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: AJG — 57.9% short (0.4M / 0.8M)
Short: 449,448 | Exempt: 54 | TRF Vol: 776,055 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: AJG — 1.3M shares, 48,223 trades
Week starting 2026-09-07. Total ATS volume: 1,332,437 shares across 48,223 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.00 | $2.91–$3.13 | 29.3% | -2.1% | 8↑ 8↓ | $4.0B | 19 |
| Next Q | $2.80 | $2.68–$2.93 | 17.8% | -0.6% | 12↑ 4↓ | $3.9B | 18 |
| Current FY | $13.12 | $12.91–$13.30 | 22.7% | -0.5% | 10↑ 6↓ | $16.6B | 21 |
| Next FY | $14.87 | $14.39–$15.45 | 13.3% | -0.2% | 9↑ 7↓ | $18.2B | 22 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.000 | — |
| 7d ago | $3.018 | -0.018 |
| 30d ago | $3.063 | -0.064 |
| 60d ago | $3.085 | -0.085 |
| 90d ago | $3.073 | -0.073 |
Institutional ownership
Which big funds own AJG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $42.9B total value (186,852,739 shares) as of 2026-Q2. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 19,822,870 | $4.6B | 10.6% | — |
| FMR LLC | 18,645,620 | $4.3B | 10.0% | ADD +27.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 16,777,183 | $3.9B | 9.0% | — |
| JPMORGAN CHASE & CO | 14,356,764 | $3.3B | 7.6% | TRIM -26.6% |
| Capital World Investors | 12,511,991 | $2.9B | 6.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,454,725 | $2.9B | 6.7% | — |
| STATE STREET CORP | 11,303,790 | $2.6B | 6.1% | — |
| DODGE & COX | 9,363,634 | $2.1B | 5.0% | ADD +27.3% |
| NORGES BANK | 6,733,790 | $1.5B | 3.6% | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | 6,298,870 | $1.4B | 3.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 14,620,963 | 18,645,620 | +27.5% | $4.3B |
| JPMORGAN CHASE & CO | TRIM | 19,568,047 | 14,356,764 | -26.6% | $3.3B |
| DODGE & COX | ADD | 7,354,915 | 9,363,634 | +27.3% | $2.1B |
| NORGES BANK | NEW | — | 6,733,790 | — | $1.5B |
| EAGLE CAPITAL MANAGEMENT LLC | ADD | 2,665,572 | 4,890,612 | +83.5% | $1.1B |
| GOLDMAN SACHS GROUP INC | ADD | 1,953,270 | 2,818,022 | +44.3% | $646.9M |
| MORGAN STANLEY | TRIM | 4,056,175 | 2,591,858 | -36.1% | $595.0M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DOUBLED | 322,634 | 1,917,615 | +494.4% | $440.2M |
| Brave Warrior Advisors, LLC | NEW | — | 1,285,022 | — | $295.0M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 2,583,359 | 1,281,475 | -50.4% | $294.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
20 insiders, 50 transactions. Net -$8.2M — $0.00 bought, $8.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | CARY RICHARD C | Controller, CAO | SELL | 1,000 | $252.86 | $252.9K |
| Sep 8, 2026 | GALLAGHER J PATRICK JR | CEO | GIFT | 49,988 | — | — |
| Sep 8, 2026 | Gallagher Patrick Murphy | Chief Operating Officer | GIFT | 49,988 | — | — |
| Sep 2, 2026 | Hudson Scott R | Vice President | SELL | 12,000 | $264.13 | $3.2M |
| Sep 2, 2026 | Hudson Scott R | Vice President | EXERCISE | 12,000 | $86.17 | $1.0M |
| Sep 1, 2026 | Miskel Christopher C. | Director | AWARD | 152.672 | $262.00 | $40.0K |
| Aug 24, 2026 | Bay Walter D. | General Counsel | SELL | 12,000 | $270.08 | $3.2M |
| Aug 19, 2026 | Mead Christopher E | VICE PRESIDENT | EXERCISE | 3,500 | $86.17 | $301.6K |
| Aug 19, 2026 | Mead Christopher E | VICE PRESIDENT | SELL | 3,500 | $257.03 | $899.6K |
| Aug 16, 2026 | Bloom Mark H. | Vice President | TAX W/H | 606.814 | $251.21 | $152.4K |
Congressional trades
AJG trades disclosed by members of Congress, with disclosure delay.
4 members · 8 buys / 4 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 10, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Arthur J. Gallagher & Co | Jul 13, 2026(34d) |
| Jun 3, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Arthur J. Gallagher & Co | Jul 13, 2026(41d) |
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Arthur J. Gallagher & Co | Jul 8, 2026(37d) |
| Apr 7, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Arthur J. Gallagher & Co | May 11, 2026(35d) |
| Apr 6, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Arthur J. Gallagher & Co | May 11, 2026(36d) |
| Mar 25, 2026 | Michael McCaul | R | HOUSE | BUY | $15,001 - $50,000 | Arthur J. Gallagher & Co | Apr 10, 2026(17d) |
| Mar 12, 2026 | Michael McCaul | R | HOUSE | BUY | $15,001 - $50,000 | Arthur J. Gallagher & Co | Apr 10, 2026(30d) |
| Mar 8, 2026 | Kelly Morrison | D | HOUSE | SELL | $15,001 - $50,000 | Arthur J. Gallagher & Co | Mar 11, 2026(4d) |
| Mar 8, 2026 | Kelly Morrison | D | HOUSE | SELL | $1,001 - $15,000 | Arthur J. Gallagher & Co | Mar 11, 2026(4d) |
| Mar 8, 2026 | Kelly Morrison | D | HOUSE | SELL | $1,001 - $15,000 | Arthur J. Gallagher & Co | Mar 11, 2026(4d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AJG.
Shares short
6,372,633
Settlement Sep 15, 2026
Change vs prior
-4.8%
Semi-monthly cycle
Days to cover
4.5
At avg daily volume
Of shares outstanding
≈2.5%
Estimate — not % of float
All AJG filing & press-release reports (9)
- CLUSTER reportAug 27, 2026
- INST-CLUSTER reportAug 9, 2026
- PRESS-RELEASE reportJul 30, 2026
- PRESS-RELEASE reportJul 29, 2026
- 8-K reportJul 29, 2026
- 8-K reportJun 17, 2026
- COURT-RULING reportMay 15, 2026
- DEFA14A reportMar 23, 2026
- INST-CLUSTER reportFeb 28, 2026