AlphaYou
Overview
Smart money at a glance
Filings to Sep 27, 2026Net selling: insiders sold $7.6M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$7.6M netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 2 added, 3 cutMore cutting
- Federal contractsUSAspending.gov, last 12 months
- 4 awardsAwards on record
Key stats
Fundamentals Sep 27- Open
- $226.73
- 52-wk high
- $309.87
- High
- $232.23
- 52-wk low
- $189.59
- Low
- $225.87
- Prev close
- $227.13
- Mkt cap
- $59.24B
- P/E
- 38.3x
- Volume
- 1.50M
- Fwd P/E
- 16.3x
- Beta
- 0.51
- Div yield
- 1.19%
- P/S
- 3.9x
- P/B
- 2.6x
- Profit margin
- +10.4%
- Op margin
- +19.2%
- ROE
- +6.7%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about AJG filings
Are insiders buying or selling Arthur J Gallagher & Co (AJG) stock?
Net selling: insiders sold $7.6M and bought $0 of AJG stock on the open market in the 90 days to Sep 27, 2026, according to SEC Form 4 filings. The largest was Bay, Walter D. (General Counsel), who sold $3.2M. The latest filing was on Sep 17, 2026.
Which members of Congress have traded AJG recently?
None. No member of Congress disclosed a AJG trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this AJG smart-money data?
This summary uses filings available on Sep 27, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (1)
- GA
Gotham Asset
$38.5M
added
Sells/Trims (2)
- VG
Viking Global
$269.4M
sold
- CI
Citadel
$139.7M
trimmed
What insiders are doing
What Congress is doing
How top traders are positioned
No tracked top-trader positions in AJG right now.
Live Hyperliquid positioning - not every stock is covered
Earnings
Earnings landed in line with what analysts expected.
Earnings per share
$2.84 expected
Reports Oct 29, 2026, in 32 days
Estimates as of Sep 26, 2026
EPS expected
$2.95 to $3.27
Revenue expected
2 analysts
Last 30 days
Split both ways
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $3.37B | $3.63B | $4.76B | $4.00B |
| Cost of what it sold | $316.5M | $2.21B | $720.0M | $764.0M |
| Gross profit | $3.05B | $1.42B | $4.04B | $3.24B |
| What it spent | ||||
| Sales and admin | $2.63B | $667.0M | — | $2.33B |
| Other operating costs | -$120.5M | $411.0M | $2.82B | $321.0M |
| Total operating expenses | $2.51B | $1.08B | $2.82B | $2.65B |
| What was left | ||||
| Operating profit | $536.6M | $341.0M | $1.22B | $588.0M |
| Interest on debt | $160.8M | $161.0M | $158.0M | $168.0M |
| Profit before tax | $346.9M | $180.0M | $1.04B | $414.0M |
| Tax | $73.3M | $26.0M | $220.0M | $90.0M |
| Net profit | $272.7M | $151.0M | $822.0M | $323.0M |
| EBITDA | $784.0M | $703.0M | $1.54B | $940.0M |
Technicals
Price structure
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
Tone of tracked coverage
Arthur J. Gallagher & Co. (NYSE:AJG) Receives Average Recommendation of "Moderate Buy" from Brokerages
BullishSep 26Analysts Offer Insights on Financial Companies: Arthur J Gallagher & Co (AJG), Nu Holdings (NU) and Raymond James Financial (RJF)
BullishSep 25Analysts Offer Insights on Financial Companies: Robinhood (HOOD) and Arthur J Gallagher & Co (AJG)
BullishSep 25Arthur J. Gallagher & Co. (NYSE:AJG) Price Target Lowered to $290.00 at Royal Bank Of Canada
Leans bearishSep 24Analysts’ Opinions Are Mixed on These Financial Stocks: Bit Digital (BTBT), Arthur J Gallagher & Co (AJG) and Citigroup (C)
Leans bullishSep 24Bank of New York Mellon Corp. (NYSE: BNY) - Related Research
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Leans bullishSep 23Analysts’ Opinions Are Mixed on These Financial Stocks: Bit Digital (BTBT), Arthur J Gallagher & Co (AJG) and Citigroup (C)
Leans bullishSep 23