Arthur J. Gallagher & Co.

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

$258.370

-0.878 (-0.34%)At close

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High
259.810
Open
259.810
VWAP
258.49
Volume
1.38M
Mkt Cap
56.84B
Low
257.290
Amount
356.81M
EV/EBITDA, TTM
13.98

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

Currently, Arthur J Gallagher & Co is not a strong buy. The stock is priced at $254.88, with a high RSI of 85.104 indicating it may be overbought. The forward P/E ratio is 16.31, which is reasonable, but recent analyst downgrades have lowered price targets significantly, with Keefe Bruyette reducing its target to $242. The stock has shown a 5-day change of +9.53%, but hedge funds are selling, with a 5037.71% increase in selling activity over the last quarter, indicating potential bearish sentiment. Therefore, while the stock has performed well recently, the combination of high RSI, insider selling, and analyst downgrades suggests caution.

Analyst Ratings (16)

+8.17% upside
Hold
7 Buy
8 Hold
1 Sell
Current: 258.37
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 22.58.

Forward P/E

Undervalued
5Y Average P/E
22.58
Current P/E
16.31
Overvalued
27.15
Undervalued
18.01

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
15.58
Current EV/EBITDA
13.98
Overvalued
17.87
Undervalued
13.29

Forward P/S

Fair
5Y Average P/S
4.36
Current P/S
3.68
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

K

Kornitzer Capital Management, Inc.

+ HoldingAJG

+11.90%

3M Return

B

BLS Capital Fondsmaeglerselskab A/S

+ HoldingAJG

+9.57%

3M Return

N

Nippon Life Global Investors Americas, Inc.

+ HoldingAJG

+7.93%

3M Return

J

James Hambro & Partners LLP

+ HoldingAJG

+7.01%

3M Return

A

ATB Investment Management Inc.

+ HoldingAJG

+6.82%

3M Return

E

Exencial Wealth Advisors, LLC

+ HoldingAJG

+6.64%

3M Return

Events Timeline

2026-10-21 (ET)

09:30:00

Arthur J. Gallagher Acquires Mund Group

2026-10-19 (ET)

09:31:00

Arthur J. Gallagher Acquires Intelligent Communications Experiences

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

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).

Currently, Arthur J Gallagher & Co is not a strong buy. The stock is priced at $254.88, with a high RSI of 85.104 indicating it may be overbought. The forward P/E ratio is 16.31, which is reasonable, but recent analyst downgrades have lowered price targets significantly, with Keefe Bruyette reducing its target to $242. The stock has shown a 5-day change of +9.53%, but hedge funds are selling, with a 5037.71% increase in selling activity over the last quarter, indicating potential bearish sentiment. Therefore, while the stock has performed well recently, the combination of high RSI, insider selling, and analyst downgrades suggests caution.

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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