Arthur J. Gallagher & Co.
AJGFinancial Services · Stock · quarterly payer
Forward Yield
1.06%
Annual Dividend
$2.80
Payout Ratio
45%
5-Yr Growth
7.6%
Ex-Date
Sep 8, 2026
Frequency
Quarterly
Summary
As of August 2026, Arthur J. Gallagher & Co. (AJG) yields 1.06% ($2.80 per share annually), with a blended fair-value estimate of $149.38 — -43% downside, so it screens as overvalued. Dividend safety grade: A (98/100). 15 years of dividend growth.
Is AJG a good dividend stock?
YesArthur J. Gallagher & Co. (AJG) pays a quarterly dividend yielding 1.06% ($2.80/yr), with 15 years of growth and a dividend-safety grade of A. It scores well across payout coverage, growth history and safety — a dependable income holding.
Advantages
- 15 consecutive years of dividend growth
- Never cut its dividend on record
- Comfortable payout ratio (45%)
- Strong 7.6% 5-yr dividend growth
- 77% total price return over 5 years
- Top-tier dividend safety score
Risks
- Single-stock concentration risk — diversify
Key Data
- Dividend Yield
- 1.06%
- Payout Ratio
- 45%
- Annual Dividend
- $2.80
- 5-Yr Avg Growth
- 7.6%
- Ex-Dividend Date
- Sep 8, 2026
- Years of Growth
- 15
- Frequency
- quarterly
- Beta
- 0.50
- Market Cap
- $67.6B
- P/E Ratio
- 43.7
- 5-Yr Total Return
- 77%
- 52-Week Range
- —
- Dividend Safety
- A · 98/100
- Ever Cut?
- No
Frequently Asked Questions
AJG Price — Last 12 Months
Daily close
Price Return
1 Year
-15%
3 Years
+16%
5 Years
+77%
52-Week Range
—
Price change over each period (excludes dividends). Past performance doesn't guarantee future results.
What is AJG worth?
Overvaluedmedium confidenceOur blended fair-value estimate for Arthur J. Gallagher & Co. is $149.38 per share, versus a market price of $263.81. That implies 43% of downside.
Fair Value
$149.38
Current Price
$263.81
Downside
-43%
Margin of Safety
-77%
How we get there
Dividend discount
Discounts the future dividend stream back to today.
Earnings multiple (Graham)
Graham's earnings-multiple formula, anchored to bond yields.
Assumptions: 7.0% discount rate (CAPM), 20.0% stage-1 growth, 2.5% terminal growth, $6.04 EPS, $2.80 annual dividend. Updated weekly.
Fair-value estimates are model output for educational purposes only — not investment advice or a price target.
AJG Dividend Safety Score
Very Safe
SmarterDividends' proprietary score, backtested against which dividends were actually cut over 15+ years (0.78 AUC). It blends a validated cut-risk model (growth streak, cut history) with current payout, cash-flow and debt. Higher is safer · not investment advice.
Dividend Growth
Total dividends per share by year
Dividend History
| Ex-Date | Pay Date | Amount | Type |
|---|---|---|---|
| Jun 5, 2026 | — | $0.7000 | regular |
| Mar 6, 2026 | — | $0.7000 | regular |
| Dec 5, 2025 | — | $0.6500 | regular |
| Sep 5, 2025 | — | $0.6500 | regular |
| Jun 6, 2025 | — | $0.6500 | regular |
| Mar 7, 2025 | — | $0.6500 | regular |
| Dec 6, 2024 | — | $0.6000 | regular |
| Sep 6, 2024 | — | $0.6000 | regular |
| Jun 7, 2024 | — | $0.6000 | regular |
| Feb 29, 2024 | — | $0.6000 | regular |
| Nov 30, 2023 | — | $0.5500 | regular |
| Aug 31, 2023 | — | $0.5500 | regular |
| Jun 1, 2023 | — | $0.5500 | regular |
| Mar 2, 2023 | — | $0.5500 | regular |
Income Calculator
At $2.80 / yr per share
