Last results 29 Oct 2026
Arthur J. Gallagher & Co.
I · AI Analysis
The brief
Arthur J. Gallagher acts as an insurance broker, connecting businesses and individuals with insurance carriers and negotiating coverage on their behalf. The company earns commissions and fees by placing insurance policies, managing employee benefit programs, and providing claims administration services. Rather than underwriting risk directly, Gallagher's brokerage model generates revenue from facilitating insurance transactions and consulting services across retail, wholesale, and specialty insurance markets.
Arthur J. Gallagher & Co. is a global insurance brokerage and risk management firm that acts as an intermediary between businesses seeking insurance and the insurers who underwrite policies [Yahoo Finance]. The company has been active in acquisitions, recently purchasing Colorado-based Innovise Business Consultants to expand its commercial insurance and surety bonding presence [Seeking Alpha]. With a market cap of $63.6B and trailing-twelve-month revenue of $15.1B, Gallagher operates in the financial services sector through two main divisions: brokerage services and risk management [Yahoo Finance].
The company shows strong revenue growth but faces margin pressure and elevated valuation concerns.
Sentinellis health
Significant risks
3.3/10
7.5+ strong · 4.5–7.5 moderate · under 4.5 weak
Profitability
Returns on capital
Growth & momentum
Balance sheet
Cash generation
Value creation
Sentinellis calculation from the published statements — not a score reported by any data source. Each category is scored on the checks that had data; missing inputs are excluded rather than counted as failures.
Market capitalisation
$63.6B
Revenue (TTM)
$15.1B
Explainers
How we read these numbers
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ReadII · Recent news
What moved
6 stories · ranked by relevance
- Company2026-09-15
Arthur J. Gallagher buys McMillan Insurance & Bonding
Seeking Alpha
- Company2026-09-11
Arthur J. Gallagher (AJG) Appoints Steve Munday To Lead Natural Resources Push - simplywall.st
Simply Wall St
- Company2026-09-14
Arthur J. Gallagher & Co (AJG) Stock Up 5.4% and Still Undervalued -- GF Score: 90/100 - GuruFocus
GuruFocus
- Company2026-09-15
Arthur J. Gallagher Acquires Innovise Business Consultants in Colorado - citybiz
citybiz
- Company2026-09-15
Gallagher buys Colorado insurance broker Innovise Business Consultants - theinsurer.com
theinsurer.com
- Company2026-09-16
Arthur J. Gallagher stock heads into the open after a modest decline - ad-hoc-news.de
ad-hoc-news.de
Premium · Free with any account
Operating margin declined 4.7 percentage points in the latest quarter compared to the same quarter a year earlier, falling from 19.4% to 14.7%, even as revenue grew strongly [Sentinellis calculation]. This indicates the company is spending proportionally more to generate each dollar of revenue.
Risks
5
Opportunities
4
Red flags
3
Leadership
10
11 more findings in the full report — free with any account.
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