Arthur J. Gallagher & Co.AJGNYSE

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Overview News Fundamentals Key Metrics TTM Financials Earnings Growth Rating Analysts Institutional Peers Historical

Analyst Sentiment

Analysts are neutral — opinion is divided on direction.

Consensus Rating

Hold

17 analysts·Moderate coverage

35%

Rating Distribution

Strong Buy

00%

Buy

635%

Hold

953%

Sell

212%

Strong Sell

00%

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

Price Target Expectations

Analysts see modest upside — consensus target 9% higher.

Bear Case

$247.00

-7%

Consensus

$288.64

+9%

Bull Case

$334.00

+26%

Price Range17 analysts

Low

Consensus

High

$247.00

$334.00

Current Target

Current Price

$264.59

Upside to Target

$24.05

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

Earnings & Revenue Estimates

2026E$13.37(11 analysts)

P/E42x

Current: 42.4x

Actual

Estimate

Range (Low–High)

Stock Alarm Pro

Forward Growth Estimates (YoY)

FY2027

Rev+10.20%

EPS+11.57%

FY2028

Rev+7.82%

EPS+17.10%

Earnings Surprises

Beat rate:75%(9/12 quarters)

Avg surprise:+1.0%

Beat

Miss

Inline

Estimate

Based on reported EPS vs consensus estimate.

Recent Analyst Actions

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

Oct 31, 2025Goldman Sachs

Arthur J. Gallagher price target lowered to $315 from $361 at Goldman Sachs

Target:$315.00

+28.7%from $244.82

Oct 31, 2025Evercore ISI

Arthur J. Gallagher (AJG) PT Lowered to $353 at Evercore ISI

Target:$353.00

+34.7%from $262.03

Oct 2, 2025Piper Sandler

Arthur J. Gallagher price target lowered to $340 from $352 at Piper Sandler

Target:$340.00

+11.2%from $305.84

Sep 19, 2025UBS

Arthur J. Gallagher price target raised to $329 from $322 at UBS

Target:$329.00

+10.4%from $297.91

Sep 19, 2025Wells Fargo

Arthur J. Gallagher price target lowered to $365 from $369 at Wells Fargo

Target:$365.00

+22.5%from $297.91

Jan 31, 2025Truist Financial

Arthur J. Gallagher price target raised to $290 from $275 at Truist

Target:$290.00

-3.9%from $301.82

Nov 25, 2024Goldman Sachs

Goldman Sachs Downgrades Arthur J. Gallagher (AJG) to Neutral

Target:$313.00

+2.9%from $304.29

Nov 12, 2024BMO Capital

Arthur J. Gallagher (AJG) PT Raised to $325 at BMO Capital

Target:$325.00

+15.5%from $281.45

Oct 10, 2024Bank of America Securities

Arthur J. Gallagher price target raised to $293 from $271 at BofA

Target:$293.00

-0.7%from $294.94

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