Company Dossier · Financials
Arthur J. Gallagher & Co.
- S&P 500
- Russell 1000
What Arthur J. Gallagher & Co. is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $15.8 billion, up 26% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2017: $0.18 billion, up 12% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2018: $0.01 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2021: $1.68 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 30, 2026): sentiment 0.30 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Latest annual report (filed February 17, 2026): 1 risk factor added, 5 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $7.6 million on the open market.SEC Form 4
- 1,296 institutional managers reported a position at June 30, 2026 (+47 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 21 (22 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Arthur J. Gallagher & Co. is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings77th pct
- Deals and private raises40th pct
- Patent publications1st pct
Confident ↔ Hedging
Hedging
- Call sentiment16th pct
- Call confidence54th pct
- Guidance changes—
- Risk factors added50th pct
- Insider open-market trades22nd pct
- − Call sentiment
- − Insider open-market trades
- + Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver62nd pct
- Stress filings49th pct
Credit
How these are built →Arthur J. Gallagher & Co.'s borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Dec 10, 2024 | $1.5B | 5.550% | 2055 (30y) | +117bp | 5.592% |
| Dec 10, 2024 | $750M | 4.600% | 2027 (3y) | +52bp | 4.630% |
| Dec 10, 2024 | $750M | 4.850% | 2029 (5y) | +77bp | 4.868% |
| Dec 10, 2024 | $500M | 5.000% | 2032 (7y) | +85bp | 5.009% |
| Dec 10, 2024 | $1.5B | 5.150% | 2035 (10y) | +97bp | 5.196% |
| Feb 12, 2024 | $500M | 5.450% | 2034 (10y) | +132bp | 5.486% |
| Feb 12, 2024 | $500M | 5.750% | 2054 (30y) | +147bp | 5.836% |
| Oct 30, 2023 | $600M | 6.750% | 2054 (30y) | +178bp | 6.849% |
| Oct 30, 2023 | $400M | 6.500% | 2034 (10y) | +163bp | 6.528% |
From the pricing term sheets Arthur J. Gallagher & Co. filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 19, 2026LobbyingLobbying report (CARLOUGH SOLUTIONS, LLC)third_quarter 2026 · $0.0 million
- Oct 18, 2026LobbyingLobbying report (THE VOGEL GROUP)third_quarter 2026 · $0.0 million
- Aug 27, 20268-KDirector or officer changeItem 5.02
- Jul 21, 2026Patent
- Jul 20, 2026LobbyingLobbying report (THE VOGEL GROUP)second_quarter 2026 · $0.0 million
- Jun 23, 2026Patent
- May 13, 20268-KShareholder vote resultsItem 5.07
- Apr 20, 2026LobbyingLobbying report (THE VOGEL GROUP)first_quarter 2026 · $0.0 million
- Mar 24, 2026PatentPatent granted: VAPORIZING DEVICEUS 12582161
- Mar 12, 20268-KDirector or officer changeItem 5.02
- Feb 17, 202610-KAnnual report (10-K)1 risk factors added, 5 removed
- Jan 16, 2026LobbyingLobbying report (THE VOGEL GROUP)fourth_quarter 2025 · $0.0 million
- Dec 30, 2025PatentPatent granted: BICYCLE STANDUS 12508486
- Oct 20, 2025LobbyingLobbying report (THE VOGEL GROUP)third_quarter 2025 · $0.0 million
- Aug 18, 20258-KAcquisition or sale completedItem 2.01
- Jul 21, 2025LobbyingLobbying report (THE VOGEL GROUP)second_quarter 2025 · $0.0 million
- Jul 1, 2025Patent
- May 14, 20258-KShareholder vote resultsItem 5.07
- Apr 20, 2025LobbyingLobbying report (THE VOGEL GROUP)first_quarter 2025 · $0.0 million
- Apr 4, 20258-KMaterial agreement signedItem 1.01
- Feb 18, 202510-KAnnual report (10-K)5 risk factors added, 1 removed
- Dec 9, 20248-KMaterial agreement signedItem 1.01
- Feb 9, 202410-KAnnual report (10-K)1 risk factors added, 2 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Aon plc AON | $17.6B | $3.3B | Jun 30, 2026 |
| Willis Towers Watson WTW | $9.9B | $1.7B | Jun 30, 2026 |
| Marsh McLennan MRSH | $28.5B | $4.2B | Sep 30, 2026 |
| Brown & Brown BRO | $6.8B | $1.4B | Jun 30, 2026 |
| Erie Indemnity ERIE | $4.1B | $0.6B | Jun 30, 2026 |
| S&P Global SPGI | $15.7B | $5.6B | Mar 31, 2026 |
| Markel MKL | $15.5B | $2.1B | Jun 30, 2026 |
| Principal Financial Group PFG | $15.5B | — | Mar 31, 2026 |