Arthur J. Gallagher & Co.(AJG)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #239 of 2,879 stocksTOP 10%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
AJG Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Arthur J. Gallagher & Co. (AJG), a Financials sector company. 13F Pro's AI-powered ranking engine scores AJG at 72.1/100 on a 32-signal composite quality model, placing it at rank #239 of 2,879 stocks — the top 10% of the AI-ranked universe. AJG scores in the top quartile across revenue scale (90.5), revenue growth (78.7), profitability (78.0). Areas of concern include institutional flow (8.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Arthur J. Gallagher & Co. reports quarterly revenue of $4.6B, net income of $822.0M, an operating margin of 22.7%. AJG trades on the NYSE exchange and files with the SEC under CIK 354190. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AJG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Arthur J. Gallagher & Co. directly from SEC EDGAR. Arthur J. Gallagher & Co.'s 13F Pro composite quality score has ranged between 60 and 75 since 2021, currently 72.1 — an improving long-term trajectory across 28 quarterly and live scoring snapshots.
Revenue
Q1 2026
$4.6B
Net Income
Q1 2026
$822.0M
Free Cash Flow
Q1 2026
$957.0M
Operating Margin
Q1 2026
22.7%
ROIC
Q1 2026
2.9%
D/E Ratio
Q1 2026
0.54
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+17.8% YoYNet Income
-12.9% YoYEPS (Diluted)
-14.8% YoYTotal Assets
+34.6% YoYTotal Debt
+30.3% YoYOp. Cash Flow
+46.2% YoY| Metric | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2018 | FY 2014 |
|---|---|---|---|---|---|---|
| Revenue | $10.07B +17.8% | $8.55B +4.2% | $8.21B +17.2% | $7.00B +1.0% | $6.93B +49.9% | $4.63B |
| Net Income | $970.0M -12.9% | $1.11B +22.9% | $906.8M +10.7% | $818.8M +29.3% | $633.5M +108.8% | $303.4M |
| EPS (Diluted) | $4.42 -14.8% | $5.19 +18.8% | $4.37 +4.0% | $4.20 +23.5% | $3.40 +72.6% | $1.97 |
| Total Assets | $51.62B +34.6% | $38.36B +15.0% | $33.34B +49.3% | $22.33B +36.7% | $16.33B +63.2% | $10.01B |
| Total Debt | $7.96B +30.3% | $6.11B -2.7% | $6.28B +38.3% | $4.54B +31.5% | $3.46B +52.6% | $2.27B |
| Operating Cash Flow | $2.03B +46.2% | $1.39B -0.2% | $1.39B -22.9% | $1.81B +136.2% | $765.1M | — |
AI Insight: AJG Financial Trends
Q1 2026 revenue surged to $4,758M — up 27.7% year-over-year — while net income hit $822M, both record highs in the dataset.
• Revenue grew from $2,775M in Q2 2024 to $4,758M in Q1 2026, reflecting sustained top-line acceleration likely driven by acquisitions.
• Equity expanded sharply from $11,572M in Q2 2024 to $23,775M in Q1 2026, more than doubling over six quarters.
• Total debt jumped from $8,279M in Q2 2024 to $13,157M in Q4 2024 and has held near $13,000M through Q1 2026, elevating leverage.
• Operating cash flow turned negative at -$426M in Q2 2025 before recovering to $957M in Q1 2026 — a volatile but improving trajectory.
⚠ Net income fell to $151M in Q4 2025 — the lowest in the dataset — despite rising revenue; margin compression warrants close monitoring.
⚠ Debt remains elevated near $12,873M–$13,108M; with equity rising, debt-to-equity is improving but leverage is still substantially higher than pre-Q4 2024.
⚠ The Q2 2025 operating cash outflow of -$426M amid strong revenue signals potential working capital or integration pressures to track.
Get alerted when AJG's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for Arthur J. Gallagher & Co. including:
More Financials Companies
View all Financials →Put AJG on your watchlist
Track score changes the day Arthur J. Gallagher & Co. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is AJG a good stock to buy?
13F Pro's AI-powered analysis of Arthur J. Gallagher & Co. (AJG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AJG are available on the AJG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own AJG?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AJG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Arthur J. Gallagher & Co.'s investment landscape.