Dividend compounder review

AJG

Arthur J Gallagher & Co · NYSE · US

Financial Services · Insurance Brokers

Score85.00/100
Confidence100.00/100
DecisionWatchlist
RatingExceptional Dividend Compounder
Scoring

Quality breakdown

Dividend Reliability 25.0 / 25 Payment history, cuts, growth, and regularity.
Dividend Sustainability 20.0 / 20 Payout, free cash flow, dividend cover, and debt.
Business Quality 21.0 / 25 Scale, cash generation, growth, margins, and returns.
Valuation Discipline 10.5 / 15 Yield, P/E, and price stretch versus long-term trend.
Long-Term Trend 8.5 / 15 Trend line, long return history, and drawdown control.
Metrics

Dividend and business context

Dividend Years38
Dividend Yield1.27%
Payout Ratio42.9%
Dividend Cut 5YNo
Net Income$1.5B
Free Cash Flow$1.8B
FCF Covers DividendYes
Debt / Equity0.56
P/E35.3
Revenue Growth 5Y14.8%
Net Margin11.4%
ROE7.0%
Price vs Trend-3.8%
3Y Return5.9%
5Y Return62.4%
CurrencyUSD
Dividend diary

Activity record

AJG qualified as a dividend compounder candidate Qualified · Positive

Score 85.0/100, decision Watchlist.

AJG dividend payment 0.7 USD Dividend Payment · Info

Recorded dividend payment for Arthur J Gallagher & Co.

Dividend increased 7.7% Dividend Increase · Positive

Payment changed from 0.65 to 0.7.

AJG dividend payment 0.7 USD Dividend Payment · Info

Recorded dividend payment for Arthur J Gallagher & Co.

AJG dividend payment 0.65 USD Dividend Payment · Info

Recorded dividend payment for Arthur J Gallagher & Co.

AJG dividend payment 0.65 USD Dividend Payment · Info

Recorded dividend payment for Arthur J Gallagher & Co.

AJG dividend payment 0.65 USD Dividend Payment · Info

Recorded dividend payment for Arthur J Gallagher & Co.

Dividend increased 8.3% Dividend Increase · Positive

Payment changed from 0.6 to 0.65.

AJG dividend payment 0.65 USD Dividend Payment · Info

Recorded dividend payment for Arthur J Gallagher & Co.

AJG dividend payment 0.6 USD Dividend Payment · Info

Recorded dividend payment for Arthur J Gallagher & Co.

AJG dividend payment 0.6 USD Dividend Payment · Info

Recorded dividend payment for Arthur J Gallagher & Co.

AJG dividend payment 0.6 USD Dividend Payment · Info

Recorded dividend payment for Arthur J Gallagher & Co.

Dividend increased 9.1% Dividend Increase · Positive

Payment changed from 0.55 to 0.6.

AJG dividend payment 0.6 USD Dividend Payment · Info

Recorded dividend payment for Arthur J Gallagher & Co.

AJG dividend payment 0.55 USD Dividend Payment · Info

Recorded dividend payment for Arthur J Gallagher & Co.

AJG dividend payment 0.55 USD Dividend Payment · Info

Recorded dividend payment for Arthur J Gallagher & Co.

Dividend increased 7.8% Dividend Increase · Positive

Payment changed from 0.51 to 0.55.

Dividend increased 6.2% Dividend Increase · Positive

Payment changed from 0.48 to 0.51.

Dividend increased 6.7% Dividend Increase · Positive

Payment changed from 0.45 to 0.48.