AJGArthur J. Gallagher & Co.
Insurance Agents, Brokers & Service
- Revenue
- $13.9B
- 21% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $12.8B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear129% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear35% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear28% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $8.2B | $8.6B | $10.1B | $11.6B | $13.9B | 21% |
| Net income | $907M | $1.1B | $970M | $1.5B | $1.5B | 2.1% |
| Operating cash flow | $1.4B | $1.4B | $2.0B | $2.6B | $1.9B | 25% |
| Stock-based comp | $13M | $24M | $31M | $42M | $49M | 17% |
| Dividends | $392M | $430M | $474M | $525M | $667M | 27% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $3M · 2
- Net
- −$3M
Pay vs performance
No pay-versus-performance disclosure yet.