Arthur J. Gallagher & Co. (AJG)

From the record

Arthur J. Gallagher & Co.'s filings since 2017 show 1 warning event: a notice about its exchange listing (8-K item 3.01, the latest 2022-03-04) (its current reports).

From the record

Arthur J. Gallagher & Co.'s 10 filed years say what it did: revenue went from $5.7 billion in fiscal 2016 to $14 billion in fiscal 2025, up 10.5% a year; it rose in 8 of 9 years; the deepest fall was 3% from fiscal 2019 to fiscal 2020; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Arthur J. Gallagher & Co.'s diluted share count grew about 6.8% a year, and dividends and buybacks returned about 25% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 19 sales and 0 purchases of their own stock on the open market in the year to 2026-11-10 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Arthur J. Gallagher & Co. earned about 6 cents of profit for every dollar of shareholders' money. Leverage: it owed about 67 cents per dollar of assets, and net share issuance: its share count grew 16.1% over the year (the filed statements).

From the record

Arthur J. Gallagher & Co.'s standing among 30 graded names in its industry family: revenue of $14 billion in fiscal 2025 ranks in the top 10% by size; a net margin of 10.7% ranks in the top 38%; revenue growth of 17.7% a year over the last 3 filed years ranks in the top 38% (its annual reports).

From the record

Arthur J. Gallagher & Co.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Gallagher, J Patrick Jr (CEO, as filed), filing under that title since 2006-02-06, 20.8 years (top 2% of its family); the 21 officers and directors filing in the last fifteen months have been on the record a median of 10.8 years (top 8%); 3 officer or director changes were reported on Form 8-K since 2023-11-13, against the 21 people in charge now (top 21%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Arthur J. Gallagher & Co.'s room to grow, from the newest filed statements (fiscal 2025): cash of $1.4 billion against debt of $12 billion leaves -15.2% of its assets as net cash, bottom 26% of its family; cash from operations less capital spending is 13.8% of revenue (top 42%) (its annual report).

From the record

Arthur J. Gallagher & Co.'s growth drivers, from the filed years to fiscal 2025: revenue grew 17.7% a year over the last three filed years against 10.5% over all 10, speeding up (top 2% of its family); the newest year grew 20.7% (top 36%); capital spending grew 32.5% a year (top 20%) (its annual reports). Arthur J. Gallagher & Co. reported 2 lines of business in fiscal 2025: Brokerage at $12 billion, Risk Management at $1.7 billion. 2 of 2 grew in the latest filed year, and the largest line is 87% of revenue (its annual report).

From the record

Arthur J. Gallagher & Co.'s newest year against its own record: revenue of $14 billion in fiscal 2025 came in 3.8% above the $13 billion its prior three years' pace pointed to (top 18% of its family); net income of $1.5 billion against a prior three-year average of $1.2 billion (bottom 42%); a net margin of 10.7% against 11.8% before (bottom 30%) (its annual reports).