Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co. (AJG) Stock Analysis

$267.560

+7.625 (+2.85%)At close

Loading chart…
High
268.910
Open
260.500
VWAP
265.66
Vol
1.15M
Mkt Cap
56.84B
Low
260.500
Amount
305.86M
EV/EBITDA, TTM
14.32

Arthur J. Gallagher & Co. is a global insurance brokerage, risk management and consulting services company. The Company’s segments include brokerage, risk management and corporate. The brokerage segment operations provide brokerage and consulting services to entities of all types, including commercial, nonprofit, public sector entities, insurance companies and insurance capital providers, and to a lesser extent, individuals, in the areas of insurance and reinsurance placements, risk of loss management, and management of employer- sponsored benefit programs. The risk management segment operations provide contract claim settlement, claim administration, loss control services and risk management consulting for commercial, non-profit, captive and public sector entities, and various other organizations that choose to self-insure property/casualty coverage or choose to use a third party claims management organization rather than the claim services provided by an underwriting enterprise.

www.ajg.com

AI analysis of Arthur J. Gallagher & Co. (AJG)

hold

Arthur J. Gallagher & Co is currently a hold. The stock is priced at $267.56, with a forward P/E of 19.57, indicating reasonable valuation relative to its earnings growth potential. However, the recent insider selling by General Counsel Walter D. Bay, who sold 12,000 shares, raises concerns about management's outlook, which could negatively impact investor confidence. Additionally, the stock has a 1-year change of -11.57%, suggesting it has underperformed over the past year, which is a significant risk for potential investors.

Analyst Ratings (16)

+4.45% upside
Hold
7 Buy
8 Hold
1 Sell
Current: 267.56
Low
247.00
Average
279.47
High
320.00

Morgan Stanley

2026-08-19

Price Target

$290

Overweight

Morgan Stanley

2026-08-10

Price Target

$270

Overweight

Citi

2026-08-04

Price Target

$285

Buy

UBS

2026-08-03

Price Target

$299

Buy

Mizuho

2026-07-31

Price Target

$300

Outperform

Valuation Metrics

The current forward P/E ratio for Arthur J. Gallagher & Co. (AJG) is 19.57, compared to its 5-year average forward P/E of 22.85.

Forward P/E

Fair
5Y Average P/E
22.85
Current P/E
19.57
Overvalued
27.34
Undervalued
18.36

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
15.62
Current EV/EBITDA
14.32
Overvalued
17.88
Undervalued
13.37

Forward P/S

Fair
5Y Average P/S
4.37
Current P/S
3.76
Overvalued
5.09
Undervalued
3.65

Alphio AI Price Scenarios for AJG

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%AJG

$504.01

Scenario price

B

Base

Base · 50%AJG

$448.71

Scenario price

B

Bear

Bear · 25%AJG

$390.23

Scenario price

Whales holding AJG

D

Distillate Capital Partners LLC

+ HoldingAJG

+11.07%

3M Return

B

Beck, Mack & Oliver LLC

+ HoldingAJG

+8.98%

3M Return

C

Chilton Investment Company, Inc.

+ HoldingAJG

+8.90%

3M Return

B

BLS Capital Fondsmaeglerselskab A/S

+ HoldingAJG

+8.30%

3M Return

T

The Welch Group, LLC

+ HoldingAJG

+4.63%

3M Return

D

Dearborn Partners L.L.C.

+ HoldingAJG

+4.60%

3M Return

Events Timeline

2026-07-30 (ET)

16:30:00

Gallagher Reports Q2 Revenue of $4B, Below Expectations

2026-07-21 (ET)

09:31:00

Arthur J. Gallagher Acquires W.N. Tuscano Agency

2026-07-09 (ET)

17:00:00

Arthur J. Gallagher Acquires Med James, Inc.

2026-07-07 (ET)

09:30:00

Arthur J. Gallagher Acquires Wilson M. Beck Insurance Services

News

AJG FAQ — answered by Alphio AI

Arthur J. Gallagher & Co. is a global insurance brokerage, risk management and consulting services company. The Company’s segments include brokerage, risk management and corporate. The brokerage segment operations provide brokerage and consulting services to entities of all types, including commercial, nonprofit, public sector entities, insurance companies and insurance capital providers, and to a lesser extent, individuals, in the areas of insurance and reinsurance placements, risk of loss management, and management of employer- sponsored benefit programs. The risk management segment operations provide contract claim settlement, claim administration, loss control services and risk management consulting for commercial, non-profit, captive and public sector entities, and various other organizations that choose to self-insure property/casualty coverage or choose to use a third party claims management organization rather than the claim services provided by an underwriting enterprise. It operates in the Financials sector (INSURANCE AGENTS, BROKERS & SERVICE industry).

Arthur J. Gallagher & Co is currently a hold. The stock is priced at $267.56, with a forward P/E of 19.57, indicating reasonable valuation relative to its earnings growth potential. However, the recent insider selling by General Counsel Walter D. Bay, who sold 12,000 shares, raises concerns about management's outlook, which could negatively impact investor confidence. Additionally, the stock has a 1-year change of -11.57%, suggesting it has underperformed over the past year, which is a significant risk for potential investors.

16 analysts cover AJG: 7 rate it Buy, 8 Hold and 1 Sell. The average price target is 279.47.

Diese Seite dient nur der Recherche und ist keine Anlageberatung. Modelle können falsch liegen. Vergangene Wertentwicklung ist kein Indikator für die Zukunft.

Kostenlos starten