AJG RSI Chart
Last 7 days
-2.6%
Last 30 days
3.1%
Last 90 days
10.6%
Trailing 12 Months
37.0%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 8.8B | 9.2B | 9.7B | 10.1B |
2022 | 8.5B | 8.6B | 8.5B | 8.6B |
2021 | 7.3B | 7.7B | 7.9B | 8.2B |
2020 | 7.1B | 7.0B | 7.0B | 7.0B |
2019 | 7.1B | 7.1B | 7.1B | 7.2B |
2018 | 6.5B | 6.7B | 6.9B | 6.9B |
2017 | 5.9B | 6.0B | 6.1B | 6.3B |
2016 | 5.5B | 5.5B | 5.5B | 5.6B |
2015 | 4.9B | 5.1B | 5.3B | 5.4B |
2014 | 3.4B | 3.8B | 4.3B | 4.6B |
2013 | 2.6B | 2.8B | 3.0B | 3.2B |
2012 | 2.2B | 2.3B | 2.4B | 2.5B |
2011 | 1.8B | 1.9B | 2.0B | 2.1B |
2010 | 1.8B | 1.8B | 1.8B | 1.9B |
2009 | 0 | 1.7B | 1.7B | 1.7B |
2008 | 0 | 0 | 0 | 1.6B |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 18, 2024 | cavaness joel d | sold | -308,026 | 255 | -1,207 | vice president |
Mar 18, 2024 | cavaness joel d | acquired | 118,458 | 98.1424 | 1,207 | vice president |
Mar 16, 2024 | ziebell william f | sold | - | - | -8,080 | vice president |
Mar 16, 2024 | bay walter d. | acquired | - | - | 8,914 | general counsel |
Mar 16, 2024 | howell douglas k | sold (taxes) | -495,960 | 253 | -1,959 | vp & chief financial officer |
Mar 16, 2024 | bay walter d. | sold (taxes) | -976,730 | 253 | -3,858 | general counsel |
Mar 16, 2024 | hudson scott r | acquired | - | - | 8,381 | vice president |
Mar 16, 2024 | hudson scott r | sold | - | - | -8,381 | vice president |
Mar 16, 2024 | pietrucha susan e | acquired | - | - | 7,712 | chief human resources officer |
Which funds bought or sold AJG recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Mar 27, 2024 | NOMURA HOLDINGS INC | new | - | 978,678 | 978,678 | -% |
Mar 26, 2024 | HighPoint Advisor Group LLC | new | - | 1,597,000 | 1,597,000 | 0.11% |
Mar 22, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | added | 1.01 | -44,685 | 12,972,400 | 0.01% |
Mar 21, 2024 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | reduced | -48.28 | -9,710,310 | 10,119,600 | 0.04% |
Mar 18, 2024 | CoreFirst Bank & Trust | unchanged | - | -36.00 | 2,699 | -% |
Mar 15, 2024 | B. Riley Wealth Advisors, Inc. | reduced | -14.26 | -436,658 | 2,398,090 | 0.06% |
Mar 11, 2024 | VANGUARD GROUP INC | added | 0.15 | -69,431,700 | 5,746,460,000 | 0.13% |
Mar 08, 2024 | ICA Group Wealth Management, LLC | new | - | 3,598 | 3,598 | -% |
Mar 08, 2024 | TRUST CO OF VERMONT | added | 7.45 | 17,660 | 311,234 | 0.02% |
Mar 05, 2024 | STONEBRIDGE CAPITAL MANAGEMENT INC | reduced | -1.04 | -64,000 | 2,668,000 | 1.30% |
Unveiling Arthur J Gallagher & Co's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed S&P 500 Index
Grufity's Fair Value model takes all the S&P 500 stocks and divides them into separate buckets based on their attractiveness. The 'Very Cheap' bucket of S&P 500 has greatly outperformed S&P 500 Index. Conversely, S&P500 stocks considered 'Very Expensive' by the model underperformed the S&P500 index in the past three years. Grufity Fair Value is available for 2300+ stocks, including 90% of S&P 500 stocks. Grufity's Fair Value Model separates high-return stocks from low-return stocks.
Returns of $10,000 invested in:
Very Cheap Stocks: $17,289
S&P 500 Index: $12,922
Very Expensive Stocks: $11,022
Grufity's Fair Value model does a great job in separating High Performing Stocks from Low Performing ones in the S&P 500 list.
Peers (Alternatives to Arthur J Gallagher & Co)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
AJG | 54.2B | 10.1B | 55.87 | 5.38 | ||||
AIG | 53.2B | 46.8B | 14.61 | 1.14 | ||||
TRV | 52.7B | 41.4B | 17.63 | 1.27 | ||||
AFL | 49.5B | 18.7B | 10.63 | 2.65 | ||||
ACGL | 34.6B | 13.6B | 7.78 | 2.54 | ||||
ARGO | 34.5B | - | -164.03 | 28.02 | ||||
AFG | 11.4B | 7.8B | 13.4 | 1.46 | ||||
MID-CAP | ||||||||
UNM | 10.3B | 12.4B | 8.01 | 0.83 | ||||
AIZ | 9.8B | 11.1B | 15.23 | 0.88 | ||||
LNC | 5.4B | 11.6B | -7.24 | 0.47 | ||||
AEL | 4.5B | 2.8B | 21.2 | 1.57 | ||||
SMALL-CAP | ||||||||
BRP | 1.7B | 1.2B | -19.31 | 1.43 | ||||
AMSF | 960.0M | 306.9M | 15.46 | 3.13 | ||||
AMBC | 706.4M | 269.0M | 156.98 | 2.63 | ||||
AAME | 57.1M | 185.3M | 18.41 | 0.31 |
Arthur J Gallagher & Co News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | -2.4% | 2,432 | 2,492 | 2,442 | 2,706 | 2,028 | 2,044 | 2,043 | 2,435 | 1,973 | 2,138 | 1,934 | 2,165 | 1,704 | 1,849 | 1,584 | 1,867 | 1,721 | 1,825 | 1,658 | 1,991 | 1,657 |
Costs and Expenses | 18.1% | 2,514 | 2,128 | 2,145 | 2,100 | 1,906 | 1,729 | 1,691 | 1,898 | 1,860 | 1,907 | 1,711 | 1,757 | 1,570 | 1,640 | 1,412 | 1,511 | 1,637 | 1,710 | 1,552 | 1,669 | 1,614 |
Operating Expenses | 6.5% | 451 | 423 | 434 | 383 | 368 | 322 | 324 | 317 | 320 | 266 | 253 | 233 | 231 | 203 | 215 | 258 | 280 | 268 | 258 | 263 | 237 |
EBITDA Margin | -9.7% | 0.20* | 0.23* | 0.23* | 0.24* | 0.24* | 0.24* | 0.23* | 0.22* | 0.20* | 0.21* | 0.21* | 0.21* | 0.22* | 0.21* | 0.20* | 0.18* | 0.17* | 0.16* | 0.15* | - | - |
Interest Expenses | 7.4% | 78.00 | 73.00 | 78.00 | 68.00 | 64.00 | 64.00 | 65.00 | 64.00 | 62.00 | 60.00 | 56.00 | 48.00 | 48.00 | 48.00 | 50.00 | 51.00 | 48.00 | 47.00 | 45.00 | 40.00 | 37.00 |
Income Taxes | -152.7% | -42.60 | 81.00 | 62.00 | 119 | -13.50 | 59.00 | 67.00 | 99.00 | -7.90 | -7.20 | 21.00 | 15.00 | -19.40 | 22.00 | 10.00 | 1.00 | -21.60 | -22.30 | -15.90 | -29.90 | -84.60 |
Earnings Before Taxes | -122.6% | -82.20 | 364 | 297 | 606 | 122 | 315 | 352 | 538 | 113 | 231 | 222 | 408 | 134 | 210 | 172 | 356 | 84.00 | 115 | 106 | 322 | 43.00 |
EBT Margin | -18.1% | 0.12* | 0.14* | 0.15* | 0.16* | 0.16* | 0.16* | 0.14* | 0.13* | 0.12* | 0.13* | 0.13* | 0.13* | 0.12* | 0.12* | 0.10* | 0.09* | 0.09* | 0.08* | 0.08* | - | - |
Net Income | -111.7% | -32.90 | 281 | 236 | 487 | 135 | 256 | 285 | 439 | 98.00 | 225 | 202 | 394 | 142 | 177 | 162 | 355 | 99.00 | 126 | 110 | 334 | 117 |
Net Income Margin | -18.2% | 0.10* | 0.12* | 0.12* | 0.13* | 0.13* | 0.13* | 0.12* | 0.11* | 0.11* | 0.12* | 0.12* | 0.12* | 0.12* | 0.11* | 0.11* | 0.10* | 0.09* | 0.10* | 0.10* | - | - |
Free Cashflow | -22.7% | 694 | 897 | -23.90 | 392 | 1,307 | 605 | -112 | 180 | 458 | 485 | 434 | 182 | 383 | 549 | 657 | 72.00 | 386 | 313 | 480 | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | -3.0% | 51,616 | 53,204 | 54,365 | 45,094 | 38,358 | 38,517 | 39,851 | 42,898 | 33,236 | 26,916 | 27,817 | 24,415 | 22,331 | 21,815 | 21,306 | 20,837 | 19,635 | 19,174 | 19,200 | 18,631 | 16,334 |
Current Assets | -10.6% | 32,116 | 35,938 | 36,846 | 28,778 | 22,285 | 23,797 | 24,744 | 27,519 | 17,670 | 15,138 | 15,939 | 12,668 | 11,124 | 11,200 | 10,760 | 10,527 | 9,118 | 9,329 | 9,547 | 9,670 | 8,119 |
Cash Equivalents | -5.5% | 972 | 1,028 | 952 | 1,550 | 738 | 811 | 682 | 859 | 868 | 2,735 | 3,204 | 526 | 665 | 630 | 350 | 353 | 605 | 579 | 512 | 872 | 607 |
Net PPE | 11.9% | 726 | 649 | 641 | 581 | 576 | 561 | 570 | 505 | 501 | 455 | 455 | 449 | 451 | 459 | 461 | 454 | 467 | 459 | 458 | 450 | 437 |
Goodwill | 9.6% | 11,476 | 10,469 | 10,514 | 9,703 | 9,489 | 8,837 | 9,036 | 8,728 | 8,666 | 6,628 | 6,630 | 6,511 | 6,127 | 5,832 | 5,756 | 5,555 | 5,619 | 5,315 | 5,242 | 4,801 | 4,626 |
Liabilities | -4.4% | 40,801 | 42,694 | 43,925 | 35,236 | 29,168 | 30,039 | 31,129 | 34,118 | 24,785 | 18,446 | 19,463 | 17,635 | 16,099 | 15,997 | 15,772 | 15,766 | 14,419 | 14,262 | 14,253 | 13,673 | 11,764 |
Current Liabilities | -9.9% | 31,065 | 34,474 | 35,589 | 27,096 | 21,339 | 22,457 | 23,505 | 26,145 | 16,735 | 11,660 | 12,021 | 11,516 | 10,135 | 10,117 | 9,864 | 9,838 | 8,921 | 8,911 | 8,933 | 8,638 | 7,694 |
Short Term Borrowings | 57.6% | 670 | 425 | 920 | 675 | 310 | 440 | 710 | 250 | 245 | 200 | 200 | - | 75.00 | 125 | 225 | 455 | 620 | 490 | 425 | 360 | 365 |
Long Term Debt | 16.3% | 7,006 | 6,024 | 6,023 | 6,022 | 5,563 | 5,562 | 5,562 | 5,761 | 5,810 | 5,072 | 5,712 | 4,366 | 4,266 | 4,266 | 4,315 | 4,315 | 3,816 | 3,816 | 3,816 | 3,690 | 3,091 |
LT Debt, Non Current | 16.3% | 7,006 | 6,024 | 6,023 | 6,022 | 5,563 | 5,562 | 5,562 | 5,761 | 5,810 | 5,072 | 5,712 | 4,366 | 4,266 | 4,266 | 4,315 | 4,315 | 3,816 | 3,816 | 3,816 | 3,690 | 3,091 |
Shareholder's Equity | 3.0% | 10,775 | 10,464 | 10,440 | 9,858 | 9,144 | 8,629 | 8,862 | 9,043 | 8,560 | 8,470 | 8,354 | 6,780 | 6,233 | 5,818 | 5,535 | 5,070 | 5,216 | 4,912 | 4,948 | 4,958 | 4,570 |
Retained Earnings | -3.6% | 4,053 | 4,206 | 4,045 | 3,930 | 3,562 | 3,536 | 3,389 | 3,213 | 2,882 | 2,874 | 2,749 | 2,659 | 2,372 | 2,317 | 2,228 | 2,161 | 1,901 | 1,884 | 1,839 | 1,810 | 0.00 |
Additional Paid-In Capital | 2.7% | 7,298 | 7,106 | 7,018 | 6,775 | 6,510 | 6,306 | 6,267 | 6,232 | 6,144 | 5,962 | 5,887 | 4,404 | 4,264 | 4,133 | 4,051 | 3,910 | 3,826 | 3,698 | 3,657 | 3,606 | 3,542 |
Shares Outstanding | 0.4% | 217 | 216 | 216 | 214 | 212 | 211 | 210 | 210 | 209 | 207 | 207 | 196 | 194 | 192 | 192 | 190 | 188 | 187 | 186 | - | - |
Minority Interest | -14.0% | 40.00 | 47.00 | 44.00 | 41.00 | 47.00 | 55.00 | 53.00 | 54.00 | 52.00 | 50.00 | 41.00 | 48.00 | 47.00 | 47.00 | 46.00 | 41.00 | 60.00 | 69.00 | 68.00 | 78.00 | 71.00 |
Float | - | - | - | 40,930 | - | - | - | 29,577 | - | - | - | 25,186 | - | - | - | 16,250 | - | - | - | - | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | -22.7% | 694 | 897 | 12.00 | 429 | 608 | 642 | -76.20 | 217 | 182 | 521 | 470 | 219 | 420 | 585 | 694 | 109 | 422 | 350 | 516 | -96.20 | 261 |
Share Based Compensation | 14.3% | 10.00 | 9.00 | 8.00 | 4.00 | 7.00 | 8.00 | 7.00 | 2.00 | 4.00 | 1.00 | 5.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 | 4.00 | 3.00 | 4.00 | 4.00 | 4.00 |
Cashflow From Investing | -480.5% | -1,900 | -327 | -808 | -256 | -442 | -192 | -275 | -94.30 | -2,640 | -188 | -252 | -350 | -308 | -23.00 | -34.80 | -105 | -468 | -247 | -591 | -141 | -256 |
Cashflow From Financing | 246.9% | 982 | -668 | 1,602 | 958 | -660 | 246 | 610 | 18.00 | 994 | -662 | 2,783 | -118 | -123 | -128 | -400 | 148 | 10.00 | 9.00 | 113 | 507 | 5.00 |
Dividend Payments | 0.4% | 119 | 119 | 119 | 117 | 108 | 108 | 107 | 107 | 100 | 90.00 | 105 | 97.00 | 87.00 | 87.00 | 86.00 | 87.00 | 81.00 | 80.00 | 80.00 | 80.00 | 76.00 |
Buy Backs | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Consolidated Statement of Earnings - USD ($) $ in Millions | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Revenues before reimbursements | $ 9,926.5 | $ 8,420.1 | $ 8,076.4 |
Reimbursements | 145.4 | 130.5 | 133.0 |
Total revenues | 10,071.9 | 8,550.6 | 8,209.4 |
Compensation | 5,681.2 | 4,799.8 | 3,927.5 |
Operating | 1,689.7 | 1,330.9 | 1,072.4 |
Reimbursements | 145.4 | 130.5 | 133.0 |
Cost of revenues from clean coal activities | 22.9 | 1,173.2 | |
Interest | 296.7 | 256.9 | 226.1 |
Loss on extinguishment of debt | 16.2 | ||
Depreciation | 165.2 | 144.7 | 151.2 |
Amortization | 531.3 | 454.9 | 415.1 |
Change in estimated acquisition earnout payables | 377.3 | 83.0 | 119.6 |
Total expenses | 8,886.8 | 7,223.6 | 7,234.3 |
Earnings before income taxes | 1,185.1 | 1,327.0 | 975.1 |
Provision for income taxes | 219.1 | 211.0 | 20.1 |
Net earnings | 966.0 | 1,116.0 | 955.0 |
Net earnings (loss) attributable to noncontrolling interests | (3.5) | 1.8 | 48.2 |
Net earnings attributable to controlling interests | $ 969.5 | $ 1,114.2 | $ 906.8 |
Basic net earnings per share | $ 4.51 | $ 5.3 | $ 4.47 |
Diluted net earnings per share | 4.42 | 5.19 | 4.37 |
Dividends declared per common share | $ 2.2 | $ 2.04 | $ 1.92 |
Commissions [Member] | |||
Revenues before reimbursements | $ 5,865.0 | $ 5,187.4 | $ 4,132.3 |
Broker Fees [Member] | |||
Revenues before reimbursements | 3,144.7 | 2,567.7 | 2,264.1 |
Supplemental Revenue [Member] | |||
Revenues before reimbursements | 314.2 | 284.7 | 248.7 |
Contingent Revenue [Member] | |||
Revenues before reimbursements | 235.3 | 207.3 | 188.0 |
Interest Income, Premium Finance Revenues and Other Income [Member] | |||
Revenues before reimbursements | $ 367.3 | 150.0 | 102.5 |
Clean Coal Activities [Member] | |||
Revenues before reimbursements | $ 23.0 | $ 1,140.8 |
Consolidated Balance Sheet - USD ($) $ in Millions | Dec. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Statement of Financial Position [Abstract] | ||
Cash and cash equivalents | $ 971.5 | $ 738.4 |
Fiduciary assets | 26,907.9 | 18,236.7 |
Accounts receivable, net | 3,786.6 | 2,911.1 |
Other current assets | 450.1 | 399.0 |
Total current assets | 32,116.1 | 22,285.2 |
Fixed assets - net | 726.4 | 576.2 |
Deferred income taxes | 1,132.3 | 1,299.0 |
Other noncurrent assets | 1,131.8 | 989.8 |
Right-of-use assets | 400.3 | 346.7 |
Goodwill - net | 11,475.6 | 9,489.4 |
Amortizable intangible assets - net | 4,633.3 | 3,372.1 |
Total assets | 51,615.8 | 38,358.4 |
Fiduciary liabilities | 26,907.9 | 18,236.7 |
Accrued compensation and other current liabilities | 2,553.1 | 2,003.3 |
Deferred revenue - current | 644.7 | 546.7 |
Premium financing debt | 289.0 | 241.9 |
Corporate related borrowings - current | 670.0 | 310.0 |
Total current liabilities | 31,064.7 | 21,338.6 |
Corporate related borrowings - noncurrent | 7,006.0 | 5,562.8 |
Deferred revenue - noncurrent | 61.5 | 62.6 |
Lease liabilities - noncurrent | 352.2 | 300.4 |
Other noncurrent liabilities | 2,316.1 | 1,903.8 |
Total liabilities | 40,800.5 | 29,168.2 |
Stockholders' equity: | ||
Common stock - authorized 400.0 shares; issued and outstanding 216.7 shares in 2023 and 211.9 shares in 2022 | 216.7 | 211.9 |
Capital in excess of par value | 7,297.8 | 6,509.9 |
Retained earnings | 4,052.9 | 3,562.2 |
Accumulated other comprehensive loss | (792.1) | (1,140.4) |
Stockholders' equity attributable to controlling interests | 10,775.3 | 9,143.6 |
Stockholders' equity attributable to noncontrolling interests | 40.0 | 46.6 |
Total stockholders' equity | 10,815.3 | 9,190.2 |
Total liabilities and stockholders' equity | $ 51,615.8 | $ 38,358.4 |
 | Mr. J. Patrick Gallagher Jr. |
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 | www.ajg.com |
 | 45641 |