Arthur J. Gallagher stock gains after stronger Q3 growth

Arthur J. Gallagher & Co. delivered stronger third-quarter results on Thursday, October 29, 2026, as brokerage and risk management growth offset a competitive insurance-pricing environment. The company reported the figures in an investor-relations release carried by Arthur J. Gallagher investor relations.

Growth reaches core businesses

Combined Brokerage and Risk Management revenue increased 18 percent year over year, including 5 percent organic growth. Net earnings and adjusted EBITDAC each advanced 25 percent, extending the company's run of double-digit adjusted EBITDAC growth to 26 consecutive quarters.

Brokerage revenue rose to 3.473 billion US dollars from 2.922 billion US dollars a year earlier. Adjusted brokerage EBITDAC reached 1.222 billion US dollars, and the adjusted margin was 35.3 percent. Risk Management revenue before reimbursements increased to 457 million US dollars, while organic fee growth reached 10 percent.

Reported and adjusted results

Total company revenue before reimbursements rose to 3.930 billion US dollars from 3.325 billion US dollars. Including reimbursements, revenue reached 3.976 billion US dollars versus 3.365 billion US dollars in the prior-year quarter.

Reported net earnings increased to 406 million US dollars from 273 million US dollars, and diluted earnings per share rose to 1.55 US dollars from 1.04 US dollars. Adjusted diluted earnings per share reached 3.00 US dollars, compared with 2.31 US dollars a year earlier. The adjusted figures exclude acquisition integration, intangible-asset amortization, workforce and lease termination charges, and other acquisition-related adjustments.

Arthur J. Gallagher stock traded at 243.05 euros on Lang & Schwarz at 3:39 p.m. CEST on Friday, October 30, 2026, 1.76 percent above the 238.85-euro quote in the previous relevant report published on October 29. The comparison is separate from an Xetra daily close comparison.

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Outlook and capital allocation

Management maintained its outlook for approximately 6 percent organic growth in the combined Brokerage and Risk Management segments for full-year 2026. Gallagher closed five transactions during the quarter and 19 during the first nine months.

The company declared a quarterly dividend of 0.70 US dollars per share, up from 0.65 US dollars a year earlier. It also repurchased approximately 0.4 million shares for about 100 million US dollars during the quarter.

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