AJGArthur J. Gallagher & Co.
Arthur J. Gallagher & Co. (AJG) is a global insurance brokerage and risk management services firm, with a focus on commercial insurance and risk advisory services. The next catalyst is Oct 26, 2026 — Q3 2026 Earnings Release, which will provide a critical update on the company’s financial performance and strategic progress. Scouter has modeled bull and bear paths into the event, reflecting the range of possible outcomes. Past catalysts are scored in The Read, offering a lens into how the market has historically responded.
- Public fact: AJG reported $15.35B in revenue for the period ending 2026-06-30, with $1.79B in net income and $3.21B in free cash flow (TTM).
- Modelled paths: The Q3 2026 earnings release will test the company’s ability to sustain growth and deliver on its strategic acquisitions.
- Past catalysts: The Q2 2026 earnings release was mixed, while the Q1 2026 report was bearish, suggesting volatility ahead.
The schedule
- Mon26Oct
The Q3 2026 earnings release is a key event for American International Group, Inc., as it will provide insight into the company's revenue growth and its outlook for the full fiscal year 2026. Investors will be closely watching the results to gauge the performance of the Insurance - Brokers sector and the company's ability to meet or exceed expectations. This event has the potential to significantly impact the stock price, given the high level of market interest and the importance of earnings in assessing a company's financial health. The release is scheduled for October 26, 2026, with the outcome expected to be known by October 29, 2026.
- Tue9Feb
- Thu6May
- Fri30Jul
Past
- Wed5Aug
Actual outcome: Mixed · $252.43 at outcome
AJG reported earnings in line with estimates, with strong revenue growth and strategic expansion driving performance. However, the stock fell following the acquisition announcement, likely due to concerns about integration risks and the stock's overbought position.
AJG reported earnings in line with estimates, with strong revenue growth and strategic expansion driving performance. However, the stock fell following the acquisition announcement, likely due to concerns about integration risks and the stock's overbought position.
- Thu7May
Actual outcome: Bear · $198.57 at outcome
AJG reported an EPS actual of 3.2, matching the estimate, but the stock fell 1.7% following the earnings release. The price dropped below the bear floor of $210.00, likely due to negative sentiment surrounding the company's valuation and market perception of its intrinsic value relative to its current price.
AJG reported an EPS actual of 3.2, matching the estimate, but the stock fell 1.7% following the earnings release. The price dropped below the bear floor of $210.00, likely due to negative sentiment surrounding the company's valuation and market perception of its intrinsic value relative to its current price.
- Sun15Mar
Actual outcome: Bull · $223.17 at outcome
Barclays upgraded the stock in mid-March, arguing that AI disruption fears were overblown and providing a significant fundamental catalyst for the recovery. This upgrade, alongside the acquisition of S Philips Surety to expand specialty capabilities, validated management's M&A-led growth strategy and helped the stock move toward its bull target.
Barclays upgraded the stock in mid-March, arguing that AI disruption fears were overblown and providing a significant fundamental catalyst for the recovery. This upgrade, alongside the acquisition of S Philips Surety to expand specialty capabilities, validated management's M&A-led growth strategy and helped the stock move toward its bull target.
- Tue17Feb
Actual outcome: Bear · $215.98 at outcome
AJG reported in-line EPS of 0.58, matching estimates, but the stock fell below the bear floor of $248.00, indicating broader market concerns or negative sentiment not reflected in the earnings report.
AJG reported in-line EPS of 0.58, matching estimates, but the stock fell below the bear floor of $248.00, indicating broader market concerns or negative sentiment not reflected in the earnings report.
