Arthur J. Gallagher (NYSE: AJG) details Q4 results, 2026 estimates

Rhea-AI Filing Summary

Arthur J. Gallagher & Co. filed a current report stating that it issued a press release with financial results for the quarter ended December 31, 2025. The press release is included as an exhibit.

The company also made “Supplemental Quarterly Data” and “CFO Commentary” materials available on its investor relations website. The CFO Commentary includes certain estimates relating to 2026 and other future results, providing additional context around the latest quarterly performance and management’s forward-looking views.

8-K Event Classification

3 items: 2.02, 7.01, 9.01

3 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Understanding 8-K Material Events →

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

Form 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

January 29, 2026

Date of Report: (Date of earliest event reported)

ARTHUR J. GALLAGHER & CO.

(Exact name of registrant as specified in its charter)

Delaware		1-09761		36-2151613
(State or other jurisdiction of incorporation or organization)		(Commission File Number)		(I.R.S. Employer Identification Number)

2850 Golf Road, Rolling Meadows, Illinois 60008, (630) 773-3800

(Address, including zip code and telephone number, including area code, of registrant’s principal executive offices)

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, $1.00 par value		AJG		New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition

On January 29, 2026, Arthur J. Gallagher & Co. (the Company) issued a press release setting forth the Company’s financial results for the quarter ended December 31, 2025 (the Earnings Release). A copy of the Earnings Release is attached hereto as Exhibit 99.1.

Item 7.01. Regulation FD Disclosure

In connection with the filing of the Earnings Release, the Company made materials entitled “Supplemental Quarterly Data” and “CFO Commentary” available through the investor relations page of its website. The CFO Commentary includes certain estimates relating to 2026 and other future results.

Item 9.01. Financial Statements and Exhibits

99.1		Press release, dated January 29, 2026, issued by Arthur J. Gallagher & Co.
104		The cover page from this Current Report on Form 8-K, formatted in Inline XBRL.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

						Arthur J. Gallagher & Co.
Date: January 29, 2026				By:		/s/ Douglas K. Howell
						Douglas K. Howell Vice President and Chief Financial Officer

FAQ

What did Arthur J. Gallagher (AJG) disclose in this 8-K filing?

Arthur J. Gallagher & Co. disclosed that it issued a press release with financial results for the quarter ended December 31, 2025, and furnished that release as an exhibit, along with related investor materials.

Which period’s results are covered in Arthur J. Gallagher (AJG) latest earnings release?

The earnings release from Arthur J. Gallagher & Co. covers financial results for the quarter ended December 31, 2025, providing investors with updated quarterly performance information from the company.

What additional materials did Arthur J. Gallagher (AJG) provide with its Q4 2025 results?

Alongside the earnings press release, Arthur J. Gallagher & Co. provided “Supplemental Quarterly Data” and a “CFO Commentary” through its investor relations website to give further detail and explanation of the quarterly results.

Does the Arthur J. Gallagher (AJG) CFO Commentary include forward-looking information?

Yes. The CFO Commentary includes certain estimates relating to 2026 and other future results, offering management’s forward-looking perspective in addition to historical quarterly financial information disclosed in the earnings release.

Where can investors find Arthur J. Gallagher (AJG) supplemental earnings materials?

Investors can access Arthur J. Gallagher & Co.’s “Supplemental Quarterly Data” and “CFO Commentary” through the investor relations page of the company’s website, as noted in the current report description.

What exhibit did Arthur J. Gallagher (AJG) attach to this 8-K?

Arthur J. Gallagher & Co. attached its earnings press release as Exhibit 99.1. This exhibit contains the company’s financial results for the quarter ended December 31, 2025, as referenced in the filing.