Arthur J. Gallagher & Co.

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

$254.880

+4.868 (+1.91%)At close

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High
255.400
Open
252.020
VWAP
253.72
Volume
1.21M
Mkt Cap
56.84B
Low
250.890
Amount
306.24M
EV/EBITDA, TTM
13.49

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 priced at $232.70, which is below the average analyst price target of $271, indicating potential upside. However, the stock has seen a significant decline of 21.91% over the past year, raising concerns about its stability. Additionally, insider selling activity, with a notable sale of 12,000 shares by General Counsel Walter D. Bay, may signal caution among executives. Given these factors, while there is potential for recovery, the risks outweigh the rewards at this time, suggesting a hold position.

Analyst Ratings (16)

+9.65% upside
Hold
7 Buy
8 Hold
1 Sell
Current: 254.88
Low
247.00
Average
279.47
High
320.00

Keefe Bruyette

2026-10-12

Price Target

$242

Market Perform

Wells Fargo

2026-10-12

Price Target

$284

Overweight

Oppenheimer

2026-10-07

Price Target

—

Perform

Cantor Fitzgerald

2026-10-07

Price Target

$280

Neutral

Morgan Stanley

2026-10-06

Price Target

$260

Overweight

Valuation Metrics

The current forward P/E ratio for Arthur J. Gallagher & Co. (AJG) is 16.31, compared to its 5-year average forward P/E of 22.60.

Forward P/E

Undervalued
5Y Average P/E
22.60
Current P/E
16.31
Overvalued
27.17
Undervalued
18.04

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
15.58
Current EV/EBITDA
13.49
Overvalued
17.87
Undervalued
13.29

Forward P/S

Undervalued
5Y Average P/S
4.36
Current P/S
3.55
Overvalued
5.09
Undervalued
3.62

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

+7.23%

3M Return

C

CCLA Investment Management Limited

+ HoldingAJG

+6.35%

3M Return

C

Chilton Investment Company, Inc.

+ HoldingAJG

+5.63%

3M Return

R

Regions Investment Management, Inc.

+ HoldingAJG

+5.25%

3M Return

A

ATB Investment Management Inc.

+ HoldingAJG

+5.10%

3M Return

F

Focus Partners Wealth, LLC

+ HoldingAJG

+4.89%

3M Return

Events Timeline

2026-10-15 (ET)

10:00:00

General Mills and Others See Notable Stock Gains

2026-10-07 (ET)

10:30:00

Arthur J. Gallagher Acquires Ornella Underwriting in Ireland

2026-10-06 (ET)

05:30:00

Arthur J. Gallagher Acquires Winter & Co Solicitors

2026-10-01 (ET)

09:30:00

Arthur J. Gallagher Acquires Albany Insurance Services

2026-09-15 (ET)

09:30:00

Arthur J. Gallagher Acquires Innovise Business Consultants

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 priced at $232.70, which is below the average analyst price target of $271, indicating potential upside. However, the stock has seen a significant decline of 21.91% over the past year, raising concerns about its stability. Additionally, insider selling activity, with a notable sale of 12,000 shares by General Counsel Walter D. Bay, may signal caution among executives. Given these factors, while there is potential for recovery, the risks outweigh the rewards at this time, suggesting a hold position.

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

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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