Arthur J. Gallagher & Co.AJGNYSE

Overview Intelligence Charts News Fundamentals

Analyst Sentiment

Analysts are neutral — opinion is divided on direction.

Consensus Rating

Hold

19 analysts·Moderate coverage

32%

Rating Distribution

Strong Buy

00%

Buy

632%

Hold

1158%

Sell

211%

Strong Sell

00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see moderate upside — consensus target 25% higher.

Bear Case

$226.00

+0%

Consensus

$280.46

+25%

Bull Case

$334.00

+48%

Price Range19 analysts

Low

Consensus

High

$226.00

$334.00

Current Target

Current Price

$225.23

Upside to Target

$55.23

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$13.27(12 analysts)

P/E39x

Current: 39.3x

Actual

Estimate

Range (Low–High)

Stock Alarm Pro

Forward Growth Estimates (YoY)

FY2027

Rev+9.91%

EPS+12.20%

FY2028

Rev+11.35%

EPS+13.56%

Earnings Surprises

Beat rate:75%(9/12 quarters)

Avg surprise:+0.9%

Beat

Miss

Inline

Estimate

Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Feb 23, 2026Piper Sandler

Arthur J. Gallagher price target lowered to $226 from $249 at Piper Sandler

Target:$226.00

+4.4%from $216.51

Feb 2, 2026UBS

Arthur J. Gallagher price target lowered to $283 from $285 at UBS

Target:$283.00

+13.5%from $249.37

Jan 30, 2026Truist Financial

Arthur J. Gallagher price target lowered to $271 from $280 at Truist

Target:$271.00

+8.1%from $250.75

Jan 30, 2026Piper Sandler

Arthur J. Gallagher price target lowered to $249 from $272 at Piper Sandler

Target:$249.00

+1.3%from $245.84

Jan 30, 2026Wells Fargo

Arthur J. Gallagher price target lowered to $298 from $311 at Wells Fargo

Target:$298.00

+21.2%from $245.84

Jan 14, 2026Mizuho Securities

Arthur J. Gallagher price target raised to $277 from $276 at Mizuho

Target:$277.00

+7.8%from $257.00

Jan 14, 2026Cantor Fitzgerald

Arthur J. Gallagher downgraded to Neutral from Overweight at Cantor Fitzgerald

Target:$282.00

+9.7%from $257.00

Jan 13, 2026Wells Fargo

Arthur J. Gallagher price target lowered to $311 from $328 at Wells Fargo

Target:$311.00

+17.4%from $264.84

Jan 13, 2026BMO Capital

Arthur J. Gallagher downgraded to Market Perform from Outperform at BMO Capital

Target:$275.00

+3.8%from $264.84

Jan 8, 2026Barclays

Arthur J. Gallagher price target lowered to $247 from $250 at Barclays

Target:$247.00

-4.6%from $259.00

Jan 7, 2026Goldman Sachs

Arthur J. Gallagher price target lowered to $292 from $293 at Goldman Sachs

Target:$292.00

+12.7%from $259.00

Jan 7, 2026Piper Sandler

Arthur J. Gallagher downgraded to Neutral from Overweight at Piper Sandler

Target:$272.00

+3.5%from $262.77

Dec 22, 2025Wells Fargo

Arthur J. Gallagher price target lowered to $328 from $344 at Wells Fargo

Target:$328.00

+29.4%from $253.39

Dec 19, 2025Morgan Stanley

Arthur J. Gallagher initiated with an Overweight at Morgan Stanley

Target:$300.00

+18.7%from $252.64

Dec 18, 2025Needham

Arthur J. Gallagher (AJG) PT Lowered to $272 at Keefe, Bruyette & Woods

Target:$272.00

+8.1%from $251.51

Dec 17, 2025UBS

Arthur J. Gallagher price target lowered to $285 from $329 at UBS

Target:$285.00

+13.1%from $251.98

Dec 17, 2025Goldman Sachs

Arthur J. Gallagher price target lowered to $293 from $295 at Goldman Sachs

Target:$293.00

+16.2%from $252.12

Dec 17, 2025Wolfe Research

Arthur J. Gallagher (AJG) PT Raised to $289 at Wolfe Research

Target:$289.00

+14.7%from $251.98

Dec 17, 2025Evercore ISI

Arthur J. Gallagher (AJG) PT Lowered to $334 at Evercore ISI

Target:$334.00

+32.6%from $251.98

Dec 16, 2025Truist Financial

Arthur J. Gallagher (AJG) PT Lowered to $280 at Truist SecuritiesMember Login

Target:$280.00

+11.4%from $251.38

Dec 15, 2025Mizuho Securities

Arthur J. Gallagher initiated with a Neutral at Mizuho

Target:$276.00

+7.7%from $256.19

Dec 15, 2025Piper Sandler

Arthur J. Gallagher price target lowered to $280 from $295 at Piper Sandler

Target:$280.00

+9.6%from $255.46

Dec 5, 2025Wells Fargo

Arthur J. Gallagher price target lowered to $344 from $362 at Wells Fargo

Target:$344.00

+40.2%from $245.41

Nov 20, 2025Barclays

Arthur J. Gallagher downgraded to Underweight from Equal Weight at Barclays

Target:$250.00

+0.5%from $248.72

Oct 31, 2025Piper Sandler

Arthur J. Gallagher (AJG) PT Lowered at Piper Sandler; 'Incrementally Not a Great Quarter'

Target:$295.00

+19.8%from $246.23

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