AJG
Arthur J. Gallagher & Co. · Financial Services · Insurance Brokers
TECHStrong SellZACKSHold
R500#485 today
$226.11
-2.46% today · -2.16% 1W
Oct 2 close or latest
PreviewWhy it's moving
Underperforming without a clear catalyst yet
- AJG −2.46% on the last session vs SPY +0.74%: −3.2 pts of stock-specific move.
- Aftermath, big drop (Oct 2): After its 59 big drops in the past 5 years, AJG typically gained 2.2% over the next month (median) and was higher 63% of the time; half the outcomes fell between -3.9% and +5.7%. An ordinary month: +1.6%. Among S&P 500 stocks after big drops, that ranks #91 of 500.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Oct 29
In 25 days
estimated date
EPS estimate
$3.00
$2.91 to $3.13 · 19 analysts
Revenue estimate
$4.0B
$3.9B to $4.0B
Track record
5/8 beats
last 8 reports · moved ±2.2% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Jul 30, 2026 AMC | 2Q2026 | $2.81 | $2.84 | +$0.03 (+0.9%) beat | $4.0B | -2.8% -3.5 vs SPY | -4.1% | -1.8% |
| Apr 30, 2026 AMC | 1Q2026 | $4.43 | $4.47 | +$0.04 (+1.0%) beat | $4.8B | +0.8% +0.6 vs SPY | +5.1% | -2.2% |
| Jan 29, 2026 AMC | 4Q2025 | $2.35 | $2.38 | +$0.03 (+1.4%) beat | $3.6B | +1.4% +1.7 vs SPY | +1.2% | -1.3% |
| Oct 30, 2025 AMC | 3Q2025 | $2.54 | $2.32 | −$0.22 (−8.5%) miss | $3.3B | -4.8% -5.1 vs SPY | -7.4% | -6.4% |
| Jul 31, 2025 AMC | $2.36 | $2.33 | −$0.03 (−1.3%) miss | — | -1.1% +0.6 vs SPY | -0.8% | +0.9% | |
| May 1, 2025 AMC | $3.58 | $3.67 | +$0.09 (+2.5%) beat | — | +4.2% +2.8 vs SPY | +4.0% | +6.6% | |
| Jan 30, 2025 AMC | $2.03 | $2.13 | +$0.10 (+4.9%) beat | — | +0.9% +1.5 vs SPY | -0.3% | +7.0% | |
| Oct 24, 2024 AMC | $2.27 | $2.26 | −$0.01 (−0.4%) miss | — | -1.6% -1.6 vs SPY | -1.6% | -2.2% | |
| Jul 25, 2024 AMC | $2.24 | $2.26 | +$0.02 (+0.9%) beat | — | +3.5% +2.4 vs SPY | -1.8% | +4.8% | |
| Apr 25, 2024 AMC | $3.41 | $3.49 | +$0.08 (+2.3%) beat | — | -1.2% -2.1 vs SPY | 0.0% | +0.7% | |
| Jan 25, 2024 AMC | $1.85 | $1.85 | $0.00 (0.0%) in line | — | -2.0% -1.9 vs SPY | -0.7% | -2.4% | |
| Oct 26, 2023 AMC | $1.95 | $2.00 | +$0.05 (+2.6%) beat | — | -0.7% -0.3 vs SPY | +1.8% | +5.3% | |
| Jul 27, 2023 AMC | $1.86 | $1.90 | +$0.04 (+2.2%) beat | — | -0.4% -1.4 vs SPY | +2.1% | +2.3% | |
| Apr 27, 2023 AMC | $2.99 | $3.03 | +$0.04 (+1.3%) beat | — | -0.5% -1.3 vs SPY | -0.5% | +0.8% | |
| Jan 26, 2023 AMC | $1.50 | $1.54 | +$0.04 (+2.7%) beat | — | -1.7% -2.0 vs SPY | +1.3% | -1.3% | |
| Oct 27, 2022 AMC | $1.66 | $1.72 | +$0.06 (+3.6%) beat | — | +6.2% +3.8 vs SPY | +4.2% | +5.5% | |
| Jul 28, 2022 AMC | $1.68 | $1.70 | +$0.02 (+1.2%) beat | — | +1.7% +0.2 vs SPY | +5.0% | +0.2% | |
| Apr 28, 2022 AMC | $2.76 | $2.81 | +$0.05 (+1.8%) beat | — | -6.0% -2.3 vs SPY | -1.7% | -8.0% | |
| Jan 27, 2022 AMC | $0.95 | $0.98 | +$0.03 (+3.2%) beat | — | +3.5% +1.0 vs SPY | +0.3% | +3.4% | |
| Oct 28, 2021 AMC | $1.21 | $1.33 | +$0.12 (+9.9%) beat | — | +2.2% +2.0 vs SPY | +0.1% | -2.0% | |
| Jul 29, 2021 AMC | $1.07 | $1.17 | +$0.10 (+9.3%) beat | — | — | — | — | |
| Apr 29, 2021 AMC | $1.84 | $2.02 | +$0.18 (+9.8%) beat | — | — | — | — | |
| Jan 28, 2021 AMC | $0.78 | $0.88 | +$0.10 (+12.8%) beat | — | — | — | — | |
| Oct 29, 2020 AMC | $0.92 | $1.08 | +$0.16 (+17.4%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $3.00 (19) | $2.91 – $3.13 | +29% | -2.4% | ▲1 ▼13 | $4.0B | +20% |
| Next quarter · Dec 31, 2026 | $2.80 (18) | $2.68 – $2.91 | +18% | +0.2% | ▲4 ▼8 | $3.9B | +9% |
| Current year · Dec 31, 2026 | $13.12 (21) | $12.91 – $13.30 | +23% | -0.6% | ▲2 ▼12 | $16.6B | +21% |
| Next year · Dec 31, 2027 | $14.86 (22) | $14.39 – $15.45 | +13% | 0.0% | ▲2 ▼2 | $18.2B | +9% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.