Added to YB: 2026-04-01
Pitch date: 2026-01-16
AJG [neutral]
Arthur J. Gallagher & Co.
-22.53%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$49.3B
Pitch Price
$254.82
Price Target
N/A
Dividend
1.46%
EV/EBITDA
14.70
P/E
31.06
EV/Sales
4.32
Sector
Insurance
Category
growth
Janus Henderson Global Sustainable Equity Fund Portfolio Holding: Arthur J. Gallagher & Co.
AJG (holding update): Shares down on defensive rotation & AssuredPartners acquisition noise + brokerage organic growth miss. Mgmt confident in robust rev/earnings growth despite property pricing softness. AssuredPartners deal closed, removing overhang. Demand rising from climate, cyber, aging demographics risks.
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