AJG
Arthur J. Gallagher & Co.
$263.87
장중 · Vol 192.0K · 52주 $190.75–$313.55 · 기준 2026. 8. 21. PM 3:59 ET
일봉 $264.27 · Aug 31, 2026
AJG 가격 추세
종가
$264.27
시가
$264.13
고가
$267.07
저가
$262.19
30초 브리핑
AJG 오늘의 판단 요약
보유 데이터를 비교 가능한 문장으로 해석한 요약입니다.
52주 범위의 60%
52주 범위 중간 구간으로 가격 위치만으로 방향성은 제한적입니다.
Forward P/E 17.6배
선행 P/E가 낮아 시장은 이익 증가를 반영하고 있습니다.
20일 평균의 1.2배
거래량은 최근 평균 범위입니다.
2026-10-29
실적 전후 변동성 확대 가능성이 있으므로 컨센서스 범위와 옵션 기대변동을 함께 보세요.
펀더멘털 기준 Sep 1, 2026 · 규칙 기반 요약이며 투자 조언이 아닙니다.
핵심 통계
AJG 일봉·펀더멘털 스냅샷 기준 주요 지표
펀더멘털 스냅샷 Sep 1, 2026
Arthur J. Gallagher & Co., together with its subsidiaries, provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services to entities and individuals worldwide. The company operates in Brokerage and Risk Management segments. Its Brokerage segment offers retail and wholesale insurance and reinsurance brokerage services; assists retail brokers and other non-affiliated brokers in the placement of specialized and hard-to-place insurance; and acts as a brokerage wholesaler, managing general agent, and managing general underwriter for distributing specialized insurance coverages to underwriting enterprises. This segment performs activities, including marketing, underwriting, issuing policies, collecting premiums, appointing and supervising other agents, paying claims, and negotiating reinsurance; and offers services in the areas of insurance and reinsurance placement, risk of loss management, and management of employer sponsored benefit programs. The Risk Management segment provides contract claim settlement and administration services; and claims management, loss control consulting, and insurance property appraisal services. The company offers its services through a network of correspondent brokers and consultants. It serves commercial, industrial, public, religious, and nonprofit entities, as well as underwriting enterprises. The company was founded in 1927 and is headquartered in Rolling Meadows, Illinois.
2850 Golf Road · Rolling Meadows, IL, United States · 직원 67,456명
시가총액
$67.20B
Trailing P/E
44.4
최근 12개월 이익 기준
Forward P/E
17.6
이익 증가 기대 반영
EPS (TTM)
$5.90
배당 수익률
1.05%
배당성향
44.8%
베타
0.50
시장보다 방어적
ROE
6.7%
P/B
2.83
EV/EBITDA
19.0
52주 범위
$190.75 – $313.55
현재 위치 60%
거래량
884.0K
20일 평균 768.4K · 1.2배
애널리스트 의견
매수 73%
총 22명 · 0m
DITM LEAPS Analysis
AJG 장기 DITM 콜옵션을 진입 적합도 순으로 비교
해당 종목의 옵션 데이터가 없습니다.
재무제표
AJG 연간 손익·현금흐름·재무상태
매출 성장률
+20.7%
최근 연간 YoY
EPS 성장률
-11.7%
최근 연간 YoY
영업이익률
18.3%
최근 연간
FCF 마진
12.8%
잉여현금흐름 / 매출
매출 추세
순이익 추세
잉여현금흐름 추세
| 항목 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| 매출 | $13.94B+20.7% | $11.55B+14.7% | $10.07B+17.8% | $8.55B |
| 매출총이익 | $5.94B+21.7% | $4.88B+14.9% | $4.25B+18.0% | $3.60B |
| 영업이익 | $2.56B+12.0% | $2.28B+22.7% | $1.86B+11.6% | $1.67B |
| 순이익 | $1.49B+2.1% | $1.46B+50.8% | $970.00M-12.9% | $1.11B |
| 희석 EPS | $5.74-11.7% | $6.50+47.1% | $4.42-14.8% | $5.19 |
| EBITDA | $3.63B+17.2% | $3.10B+42.2% | $2.18B-0.2% | $2.18B |
| 영업현금흐름 | $1.93B-25.3% | $2.58B+27.1% | $2.03B+46.2% | $1.39B |
| 잉여현금흐름 | $1.78B-26.9% | $2.44B+32.8% | $1.84B+52.2% | $1.21B |
| 총자산 | $70.67B+10.0% | $64.25B+24.5% | $51.62B+34.6% | $38.36B |
| 총부채 | $13.48B+0.0% | $13.48B+62.1% | $8.32B+29.7% | $6.42B |
최신 연도 우선 · 작은 퍼센트는 직전 연도 대비 변화입니다.
캘린더
AJG 실적·배당 일정
매출 하단
$4.00B
EPS 하단
$2.95
매출 상단
$4.05B
배당 지급일
2026-09-18
D-17
실적 발표일
2026-10-29
D-58
EPS 상단
$3.27
매출 컨센서스
$4.02B
EPS 컨센서스
$3.06
배당락일
2026-09-08
D-7
최근 배당
| 배당락일 | 주당 배당 |
|---|---|
| Jun 5, 2026 | $0.7000 |
| Mar 6, 2026 | $0.7000 |
| Dec 5, 2025 | $0.6500 |
| Sep 5, 2025 | $0.6500 |
| Jun 6, 2025 | $0.6500 |
| Mar 7, 2025 | $0.6500 |
| Dec 6, 2024 | $0.6000 |
| Sep 6, 2024 | $0.6000 |
뉴스
AJG 관련 최신 기사
제품·기술Do Wall Street Analysts Like Arthur J. Gallagher Stock?
Arthur J. Gallagher has lagged the broader market over the past year, but Wall Street remains moderately bullish on the stock’s outlook.
Barchart · Aug 26, 2026
일반If You Can Only Afford to Buy 1 of These 2 Bullish Price Surprise Stocks, This Is My Top Pick
Both Five Below and AJG rebounded from 2025 lows on strong fundamentals and analyst support. Despite AJG's service-sector tariff insulation, Five Below's superior organic growth, effective tariff mitigation, and BlackRock's new stake make it a slightly better pick.
Barchart · Aug 25, 2026
실적Why Arthur J. Gallagher (AJG) Is Up 9.7% After Surging Revenue And Earnings Growth Update
Arthur J. Gallagher recently reported that its revenue has grown about 20% annually over the past two years and earnings per share have increased about 18.5% annually over the past five years, alongside a free cash flow margin of roughly 17.3%. This combination of faster-than-peer revenue and earnings growth, supported by strong free cash generation, points to effective market share gains and solid operational execution. We’ll now examine how this recent acceleration in revenue and earnings...
Simply Wall St. · Aug 25, 2026
실적Top Research Reports for Amgen, Thermo Fisher & Pepsi
Amgen, Thermo Fisher and PepsiCo headline today's research, with growth drivers, strategic moves and key risks in focus.
Zacks · Aug 24, 2026
일반AJG's Organic Growth Resilience Supports Long-Term Expansion
Arthur J. Gallagher's durable organic growth, margin expansion and AssuredPartners integration support its outlook as insurance pricing moderates.
Zacks · Aug 24, 2026
- 실적
Is Arthur J. Gallagher (AJG) Stock Cheap Enough To Ignore Rich Earnings?
Arthur J. Gallagher stock has delivered a strong 93.8% total return over the past 5 years, yet the valuation signals are split, with the intrinsic value estimate based on the Excess Returns model pointing to upside while traditional market multiples lean expensive. At the last close of US$263.81, the broader value checks are cautious even as the model driven intrinsic value suggests the shares may trade at about a 20.2% discount to that estimate. A 93.8% gain over 5 years highlights that...
Simply Wall St. · Aug 24, 2026
- 실적
Is Arthur J. Gallagher (AJG) A Bargain After Strong Growth Lifted The Stock?
Growth-driven stock move at Arthur J. Gallagher Arthur J. Gallagher (AJG) has drawn fresh investor attention after a period of revenue growth of about 20% annually over two years, alongside 18.5% annual earnings per share growth and a 17.3% free cash flow margin. See our latest analysis for Arthur J. Gallagher. Over the past quarter, Arthur J. Gallagher’s 90 day share price return of 29.34% and 7 day share price return of 6.39% suggest building momentum, even though the 1 year total...
Simply Wall St. · Aug 24, 2026
제품·기술3 Market-Beating Stocks with Competitive Advantages
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.
StockStory · Aug 24, 2026
제품·기술2 Large-Cap Stocks Worth Investigating and 1 Facing Headwinds
Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.
StockStory · Aug 21, 2026
실적2 Profitable Stocks to Target This Week and 1 We Brush Off
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.
StockStory · Aug 20, 2026
홀더
AJG 내부자·기관 보유 현황
최신 보고 목록 기준이며 실제 거래 시점과 보고일 사이에는 시차가 있습니다.
기관 보유
95.6%
기관 보유 (유동주식)
96.4%
내부자 보유
0.9%
기관 수
1,725
주요 기관 홀더
| 홀더 | 주식 수 | 평가액 | 지분 | 변동 | 보고일 |
|---|---|---|---|---|---|
| Blackrock Inc. | 19.82M | $5.20B | 7.7% | 2.7% | Jun 30, 2026 |
| FMR, LLC | 18.65M | $4.89B | 7.3% | 27.5% | Jun 30, 2026 |
| Vanguard Capital Management LLC | 16.78M | $4.40B | 6.6% | 0.5% | Jun 30, 2026 |
| JPMORGAN CHASE & CO | 14.36M | $3.76B | 5.6% | -26.6% | Jun 30, 2026 |
| Capital World Investors | 12.51M | $3.28B | 4.9% | -9.4% | Jun 30, 2026 |
| Vanguard Portfolio Management LLC | 12.45M | $3.27B | 4.9% | 0.3% | Jun 30, 2026 |
| State Street Corporation | 11.30M | $2.96B | 4.4% | 3.0% | Jun 30, 2026 |
| Dodge & Cox Inc. | 9.36M | $2.45B | 3.6% | 27.3% | Jun 30, 2026 |
| NORGES BANK | 6.73M | $1.77B | 2.6% | -9.5% | Jun 30, 2026 |
| Geode Capital Management, LLC | 6.30M | $1.65B | 2.5% | 0.9% | Jun 30, 2026 |
면책조항: 증시가격은 모든 주식 시장의 최신 증시가격을 표시하는 것은 아니며, 정보가 지연되거나 잘못될 수 있습니다. 거래 목적이나 조언이 아닌 정보 제공 목적으로만 제공됩니다.
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