IntrinsicIntrinsic
← Scroll for more →

Arthur J. Gallagher & Co. (AJG)

Insurance Agents, Brokers & Service

Latest Price
$268.20
TTM P/E
44.48
Normalized P/E
47.66
TTM Div Yield
1.01%
Fwd Div Yield
1.01%
Book Value
92.54
P/B Ratio
2.90

Valuation metrics

adjust assumptions →
EPS: $5.74
Book value / share: $90.74
Formula: √(22.5 × EPS × BVPS)
Graham Number
$108.26
58% downside
Norm. op. income: $1.5B (median of 7yr)
Tax rate: 17%
Discount rate: 10%
Growth assumption: zero (EPV is a no-growth value)
Earnings Power Value
$0.60
100% downside
Base FCF: $1.8B (median of recent 5yr)
Growth: 9%/yr (median YOY, capped at 25%)
Discount rate: 10%
Terminal growth: 3%
Projection horizon: 10 years
DCF Fair Value
$120.69
54% downside
EPS: $5.74
Target P/E: 46×
Formula: EPS × P/E
P/E Fair Value
$264.04
+1% upside

Institutional Ownership

92.5% held by institutions
InstitutionSharesValueOwnership %ChangeFiling Date
BlackRock, Inc.19.82M$4.55B7.73%+515.1K2026-06-30
FMR LLC18.65M$4.28B7.27%+4.02M2026-06-30
Vanguard Capital Management LLC16.78M$3.85B6.55%+77.3K2026-06-30
JPMorgan Chase & Co14.36M$3.26B5.60%-5.96M2026-06-30
Capital World Investors12.51M$2.87B4.88%-1.31M2026-06-30
Vanguard Portfolio Management LLC12.45M$2.86B4.86%+35.4K2026-06-30
State Street Corp11.30M$2.60B4.41%+329.9K2026-06-30
Dodge & Cox9.36M$2.15B3.65%+2.01M2026-06-30
Norges Bank6.73M$1.54B2.63%-704.9K2026-06-30
Geode Capital Management, LLC6.30M$1.45B2.46%+55.2K2026-06-30
View all institutional holders →