Arthur J. Gallagher & Co. (AJG) is a insurance brokers company in the Financials sector. Listed on the NASDAQ, Arthur J. Gallagher & Co. is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $220.14.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $220.14 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 12.16% |
| Risk / Std Dev (Annualized) | 23.00% |
| Sharpe Ratio (rf=4.5%) | 0.33 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Insurance Brokers
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 12.16% with an annualized volatility of 23.00%. The Sharpe ratio of 0.33 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 56.56B |
| Enterprise Value | 68.54B |
| Trailing P/E | 35.11 |
| Forward P/E | 14.8 |
| Price to Book | 2.38 |
| Price to Sales | 3.98 |
| EV/Revenue | 4.83 |
| EV/EBITDA | 17.31 |
| Profitability | | | Profit Margin | 11.35% | | Operating Margin | 28.4% | | ROE | 7.01% | | ROA | 2.28% |
| Growth | | | Revenue Growth | 34.6% | | Earnings Growth | 16.2% |
| Dividend | | | Dividend Yield | 127.0% | | Payout Ratio | 42.88% | | 5Y Avg Yield | 101.0% |
| Financial Health | | | Total Revenue | 14.2B | | Total Debt | 13.37B | | Total Cash | 1.41B | | Free Cash Flow | 1.08B | | Operating Cash Flow | 2.02B |
| Price & Technical | | | 52W High | $327.34$ | | 52W Low | $190.75$ | | 50-Day Avg | $210.59$ | | 200-Day Avg | $246.14$ | | Beta | 0.53 | | Shares Outstanding | 0.26B | | Float Shares | 0.25B | | Insider Holdings | 0.87% | | Institutional Holdings | 94.43% | | Short Ratio | 2.62 | | Short % of Float | 1.99% |
| Analyst Targets | | | Target High | $388.0$ | | Target Low | $211.0$ | | Target Mean | $262.53$ | | Target Median | $261.0$ | | # of Analysts | 19 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.