Loading
No insider purchase over the last 90 days. The latest, by Pesch Michael Robert, was filed 03 Nov 2025.
Arthur J. Gallagher & Co.: what insiders have been doing
Arthur J. Gallagher & Co., founded in 1927, is a Banks company based in Itasca, United States. Its directors and officers file their transactions with SEC (Form 4). Over the twelve months to 21 October 2026, 78 filings were filed, from 20 insiders.
Both sides are active: 1 purchase worth €115k and 7 sales worth €12.2M, from 1 insider and 5 insiders respectively. Netting one side against the other leaves €12.1M of net selling. Open-market purchases are the filings investors watch most closely, because the insider pays for the shares out of pocket. At €3.4M, the sale published on 23 December 2025 by Bay Walter D. is the largest of the period. The buyers include 1 senior executive.
The latest purchase dates back some time: it was published 352 days ago, on 3 November 2025. Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. The legal deadline for a Form 4 is two business days after the transaction. Keep in mind that insiders sell for many reasons unrelated to the outlook, from tax bills to estate planning.
Compared with its exchange (5,454 companies, median 22 filings), a count of 78 filings is above the norm. Over the whole record (from 2016), the tally stands at 7 purchases and 155 sales. The 10-K for the year ended 31 December 2025 shows 13.94 bn USD of revenue and 1.49 bn USD of net income and a dividend of 2.60 USD per share.
Other companies in the same sector with recent insider buying flagged by our signals: Dynex Capital Inc and First Guaranty Bancshares, Inc. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
1,004
Thresholds
n/a
Buy Volume
€1M
7 ops. · all time
Sell Volume
€123M
155 ops. · all time
Who traded when
BuySaleHowell Douglas K6 sales
Cary Richard C4 sales
Scott R. Hudson3 sales
Walter D. Bay3 sales
Barrat Sherry S2 sales
David S. Johnson2 sales
+4 other insiders
Since the insiders bought
- -2.6%Entry US$251.70 · Close at T+90 US$245.27
- -9.6%Entry US$288.35 · Close at T+365 US$260.77
- +36.6%Entry US$68.99 · Close at T+365 US$94.26
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Arthur J. Gallagher & Co. Buy (bullish), based on 18 analysts. Average price target: US$283.33.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 15,153 of 26,279 companies
47.0
score / 100
Value40
Quality54
FCF yld2.8%
Earn yld2.3%
EV/EBITDA21.6x
ROE6.7%
Gross mgn43%
Net mgn11%
Debt/EBITDA3.7x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$253.01
Analyst consensus
18 analystsBuy
US$242.00Target US$283.33(+12%)US$388.00
Income statement
RevenueUS$13.9B
Gross profitUS$5.9B43% margin
EBITDAUS$3.6B26% margin
Net incomeUS$1.5B10.4% margin
Valuation
PER (trailing)42.2x
PER (forward)17.1x
P/Book2.7x
Beta0.55
Balance sheet & cash
Market capUS$64.9B
Total debtUS$13.5B
Free Cash FlowUS$1.8B
Debt / Equity59%
Profitability & ownership
ROE6.7%
ROA2.3%
% insiders0.9%
% institutions95.7%
Last declaration on 15 September 2026
Declarations1,004 total
15,000 shares@ US$253.300.0057% mcap54.1% of flowCommon StockSEC144:0001784277-26-000007
1,000 shares@ US$252.85830.0004% mcap2.0% of flowCommonSEC144:0001959173-26-006978
49,988 shares0Common StockSEC:0000354190-26-000205:0
49,988 shares0Common StockSEC:0000354190-26-000207:0
12,000 shares@ US$86.170.0017% mcap5.0% of flowCommon StockSEC:0000354190-26-000203:0
12,000 shares@ US$264.1330.0053% mcap15.3% of flowCommon StockSEC:0000354190-26-000203:1
12,000 shares@ US$270.0810.0054% mcap15.7% of flowCommon StockSEC:0000354190-26-000199:0
12,000 shares@ US$271.990.0054% mcap100.0% of flowCommon StockSEC144:0001958244-26-000551
3,500 shares@ US$86.170.0005% mcap7.9% of flowCommon StockSEC:0000354190-26-000195:0
3,500 shares@ US$257.0250.0015% mcap23.7% of flowCommonSEC144:0001959173-26-006215
1,280.485 shares0Common StockSEC:0000354190-26-000193:0
606.814 shares@ US$251.210.0003% mcap100.0% of flowCommon StockSEC:0000354190-26-000193:1
23,800 shares0Common StockSEC:0000354190-26-000187:0
355.801 shares@ US$229.570.0001% mcap5.9% of flowCommon StockSEC:0000354190-26-000175:0
351.945 shares@ US$229.570.0001% mcap0.9% of flowCommon StockSEC:0000354190-26-000178:0
2,162.694 shares@ US$229.570.0008% mcap15.8% of flowCommon StockSEC:0000354190-26-000180:0
15,000 shares@ US$215.900.0049% mcap45.9% of flowCommon StockSEC144:0001784277-26-000005
3,000 shares@ US$206.000.0009% mcap6.9% of flowCommonSEC144:0001959173-26-004259
194.081 shares@ US$206.100.0001% mcap20.0% of flowCommon StockSEC:0000354190-26-000165:0
236.536 shares@ US$206.100.0001% mcap2.5% of flowCommon StockSEC:0000354190-26-000167:0
3,000 shares@ US$206.000.0010% mcap6.9% of flowCommon StockSEC:0000354190-26-000169:0
14,698 shares0Common StockSEC:0000354190-26-000161:0
14,698 shares0Common StockSEC:0000354190-26-000163:0
1,110 shares0Common StockSEC:0000354190-26-000150:0
1,110 shares0Common StockSEC:0000354190-26-000146:0
25 of 1004 declarations
About Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co. (ticker: AJG) is a major U.S.-based insurance brokerage, risk management, and consulting company listed on the NYSE in the United States (United States). Founded in 1927 by Arthur J. Gallagher in Chicago, the business has evolved from a local brokerage into one of the world’s largest insurance intermediaries and risk advisory firms through a long record of organic growth and acquisitions.
Gallagher’s model is built around two core engines. The Brokerage segment is the largest contributor and spans retail insurance brokerage, wholesale and reinsurance brokerage, specialty programs, employee benefits, and other placement services. It serves a broad client base that includes middle-market companies, larger corporates, public sector entities, and specialized industries. The Risk Management segment provides fee-based consulting and services such as claims management, loss control, analytical support, and customized risk solutions. A Corporate segment houses central functions and financing costs.
Read moreShow less
From a competitive standpoint, AJG benefits from scale, global insurer relationships, and a diversified distribution platform. Its size improves access to insurance capacity and allows it to serve multinational clients with complex, multi-jurisdictional risk needs. The company is also widely known for its active M&A strategy, which has been a defining feature of its expansion. Gallagher routinely acquires niche brokers and specialty firms to deepen expertise, broaden client relationships, and extend geographic reach. This acquisition-led model has helped support its market position against other large global brokers.
Geographically, Gallagher has a strong U.S. base and an international footprint across the U.K., Ireland, continental Europe, Canada, Australia, and New Zealand, among other markets. That reach gives the company a meaningful platform to support clients with both domestic and cross-border insurance and risk requirements.
Recent highlights include the publication of its 2025 annual report and continued deal activity in 2025, including the completed acquisition of Woodruff Sawyer and additional acquisitions as part of its ongoing expansion program. For investors, AJG stands out as a high-quality insurance-services compounder with recurring fee income, broad industry exposure, and a disciplined acquisition strategy that continues to shape its growth profile.
Recent ranked signals in the same sector
Purchases our model currently ranks for the recommendations list.
All recommendations
