AJG
Arthur J Gallagher & Co
NYSE: AJG · FINANCIAL SERVICES · INSURANCE BROKERS
$211.81
-0.75% today
Updated 2026-04-29
Market cap
$55.37B
P/E ratio
37.46
P/S ratio
4.26x
EPS (TTM)
$5.75
Dividend yield
1.19%
52W range
$194 – $348
Volume
2.1M
Arthur J Gallagher & Co (AJG) Earnings
Quarterly earnings history, analyst estimates, and stock price reaction.
EPS beat streak
3 of 8
Last 8 quarters
Avg EPS surprise
-26.6%
Last 4 quarters
Revenue YoY growth
—
Most recent quarter
EPS YoY growth
-100.0%
Most recent quarter
Earnings surprise history (last 12 quarters)
Beat estimate Missed estimate
Quarterly EPS and revenue trend
Quarterly revenue EPS (diluted)
How the stock reacts to earnings
Avg 1-day reaction
-1.3%
Last 4 reports
Positive reaction rate
25%
1 of 4 quarters
Largest single-day move
-4.8%
2025-10-30
| Report date | EPS actual | Surprise | Close before | Close after | 1-day reaction |
|---|---|---|---|---|---|
| 2026-04-23 | $0.00 | -100.0% | $221.11 | $215.38 | -2.6% |
| 2026-01-29 | $2.38 | +1.3% | $242.37 | $249.37 | +2.9% |
| 2025-10-30 | $2.32 | -7.2% | $262.02 | $249.49 | -4.8% |
| 2025-07-31 | $2.33 | -0.4% | $285.84 | $284.17 | -0.6% |
Quarterly earnings history
| Fiscal quarter ending | EPS estimate | EPS actual | Surprise | Revenue | YoY revenue |
|---|---|---|---|---|---|
| 2026-03-31 | $4.44 | $0.00 | -100.0% | — | — |
| 2025-12-31 | $2.35 | $2.38 | +1.3% | $3.63B | +33.6% |
| 2025-09-30 | $2.50 | $2.32 | -7.2% | $3.37B | +19.9% |
| 2025-06-30 | $2.34 | $2.33 | -0.4% | $3.22B | +16.0% |
| 2025-03-31 | $2.93 | $2.72 | -7.2% | $3.73B | +14.5% |
| 2024-12-31 | $2.03 | $2.13 | +4.9% | $2.72B | +11.4% |
| 2024-09-30 | $2.27 | $2.26 | -0.4% | $2.81B | +12.6% |
| 2024-06-30 | $2.24 | $2.26 | +0.9% | $2.78B | — |
| 2024-03-31 | $3.41 | $3.49 | +2.3% | $3.26B | — |
| 2023-12-31 | $1.85 | $1.85 | +0.0% | $2.44B | — |
| 2023-09-30 | $1.95 | $2.00 | +2.6% | $2.49B | — |
Analyst EPS and revenue estimates for upcoming years
| Period | EPS estimate | Revenue estimate | Revenue growth | Analysts | Confidence |
|---|---|---|---|---|---|
| 2026 (E) | $13.39 | $17.0B | +30.7% | 23 | high |
| 2027 (E) | $15.02 | $18.6B | +9.2% | 23 | medium |
| 2028 (E) | $17.50 | $20.2B | +8.8% | 23 | medium |
| 2029 (E) | $19.20 | $21.9B | +8.4% | 23 | medium |
| 2030 (E) | $21.00 | $23.6B | +8.0% | 23 | low |
Frequently asked questions
Has Arthur J Gallagher & Co beaten earnings estimates?
Arthur J Gallagher & Co has beaten Wall Street EPS estimates in 3 of its last 8 quarterly reports, with an average EPS surprise of -26.6% over the last 4 quarters.
How does AJG stock react to earnings?
AJG stock has moved an average of -1.3% in the trading day following earnings over its last 4 reports, with positive reactions in 25% of those quarters.
What is the expected EPS for AJG in 2026?
Analysts expect Arthur J Gallagher & Co to report EPS of $13.39 for fiscal year 2026, on revenue of $17.0B, based on estimates from 23 analysts.