Arthur J. Gallagher & Co.
Financial ServicesNYSE:AJG · New York Stock Exchange
-$2.21 today
Vol 1.40M · Avg 1.93M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
6.4%
avg 10.8%
ROIC
5.2%
avg 6.6%
ROA
2.1%
avg 3.0%
Analysis
ROE is currently the strongest return metric at 6.4% versus its period average of 10.8%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
J. Patrick Gallagher Jr. | Chairman & Chief Executive Officer | $11.74M | — | 74 | $98,105.25 | 0.04% |
Douglas K. Howell | Corporate Vice President & Chief Financial Officer | $6.65M | — | 64 | $106,786.14 | 0.04% |
Thomas Joseph Gallagher | President | $6.28M | — | 67 | $98,105.25 | 0.04% |
Walter D. Bay | General Counsel & Secretary | $5.50M | — | 63 | $83,919.09 | 0.03% |
Patrick Gallagher | Executive Vice President & Chief Operating Officer | $5.39M | — | 46 | $98,105.25 | 0.04% |
Mark H. Bloom | Corporate Vice President & Global Chief Information Officer | — | — | 62 | $4,536.00 | <0.01% |
Richard C. Cary | Chief Accounting Officer & Controller | — | — | 63 | $47,819.49 | 0.02% |
Linda J. Collins | Vice President of Corporate Communications | — | — | — | — | — |
Susan E. Pietrucha | Corporate VP & Chief Human Resource Officer | — | — | 59 | $18,582.77 | <0.01% |
David R. Long | Vice President | — | — | 74 | $47,386.55 | 0.02% |
Christopher E. Mead | Corporate Vice President & Chief Marketing Officer | — | — | 58 | $10,641.77 | <0.01% |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
5
$1.01M
Sells
17
$27.10M
Net Sentiment
$26.09M
Net selling
Most Active
HOWELL DOUGLAS K
6 transactions
1–10 of 22
Analysis
Insiders reported 5 buys worth $1.01M and 17 sells worth $27.10M over the last 12 months. That adds up to net selling of $26.09M. HOWELL DOUGLAS K was the most active insider with 6 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +9.0% | +17.5% (13yr)3 analysts |
| Revenue | N/A | N/A | +28.9% | +10.7% (13yr)5 analysts |
| Net Income | N/A | N/A | +22.3% | +21.3% (13yr)5 analysts |
| EBIT | N/A | N/A | +14.4% | +17.2% (13yr)5 analysts |
Analysis
Recent growth has been strongest in Revenue at +28.9% over three years. Forward estimates point to Net Income at +21.3% (13yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages AJG?
Arthur J. Gallagher & Co. (AJG) lists 11 active executives. The top listed executive is Douglas K. Howell, Corporate Vice President & Chief Financial Officer.
Are AJG insiders buying or selling?
Recent insider activity shows net buying of $5.75M.
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