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AJG

Arthur J. Gallagher & Co.
$
313.140
-0.77(-0.245%)1D
  • Overview
  • Forecast
  • Valuation
  • Earnings
Line
Line
|
Candle
Candle
1D
5D
1M
3M
6M
YTD
1Y
5Y
High
316.710
Open
314.250
VWAP
313.56
Vol
691.27K
Mkt Cap
80.20B
Low
312.1401
Amount
216.76M
EV/EBITDA(TTM)
20.10
Total Shares
218.52M
EV
76.62B
EV/OCF(TTM)
28.75
P/S(TTM)
6.10
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.
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Market Estimates

Earnings Estimates
Revenue
YoY Chg
EPS
YoYChg
FY2025Q4
FY2025Q3
FY2025Q2
3.67B
+36.9%
2.611
+22.56%
3.20B
+15.75%
2.431
+7.57%
3.21B
+17.26%
2.400
+6.21%
Estimates Revision
The market is revising Downward the revenue expectations for Arthur J. Gallagher & Co. (AJG) for FY2025, with the revenue forecasts being adjusted by -0.61% over the past three months. During the same period, the stock price has changed by -1.96%.
Revenue Estimates for FY2025
Revise Downward
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-0.61%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
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-1.1%
In Past 3 Month
Stock Price
Go Down
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-1.96%
In Past 3 Month
12 Analyst Rating
up Image
12.44% Upside
Wall Street analysts forecast AJG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AJG is 352.10 USD with a low forecast of 310.00 USD and a high forecast of 388.00  USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Buy
5 Hold
0 Sell
Moderate Buy
up Image
12.44% Upside
Current: 313.140
sliders
Low
310.00
Averages
352.10
High
388.00
Wells Fargo
Equal Weight
maintain
$228 -> $229
2025-07-10
Reason
Wells Fargo raised the firm's price target on Marsh McLennan to $229 from $228 and keeps an Equal Weight rating on the shares ahead of quarterly results. The firm says the focus should be on pricing, loss trend, and reserves for P&C companies, organic and margin for brokers, and sales/VII/capital for life companies. In Brokers, Wells is bullish Arthur J. Gallagher (AJG), and bearish Marsh McLennan (MMC).
Barclays
Alex Scott
Equal Weight
downgrade
$346 -> $327
2025-07-07
Reason
Barclays analyst Alex Scott lowered the firm's price target on Arthur J. Gallagher to $327 from $346 and keeps an Equal Weight rating on the shares. Heading into Q2 earnings, the firm is more cautious on property and casualty carriers, saying underwriting margins face pressure from softening rates and unfavorable mix shift. Barclays is more constructive on reinsurers due to "idiosyncratic tailwinds" and capital return potential in the second half of the year. The analyst names Everest Group (EG) and Hartford Insurance (HIG) as top ideas.
Wells Fargo
Elyse Greenspan
Overweight
maintain
$372 -> $371
2025-06-08
Reason
Wells Fargo analyst Elyse Greenspan lowered the firm's price target on Arthur J. Gallagher to $371 from $372 and keeps an Overweight rating on the shares following the company's investor update last week. The firm continues to like Gallagher at current levels, saying the stock remains one of its top picks among the brokers.
Keefe Bruyette
Meyer Shields
Market Perform
maintain
$315 -> $326
2025-06-05
Reason
Keefe Bruyette analyst Meyer Shields raised the firm's price target on Arthur J. Gallagher to $326 from $315 and keeps a Market Perform rating on the shares. Following the investor meeting, Keefe sees the shares as fairly valued, the analyst tells investors in a research note.
Argus
Buy
maintain
$365 -> $370
2025-05-27
Reason
Argus raised the firm's price target on Arthur J. Gallagher to $370 from $365 and keeps a Buy rating on the shares. The company has recently reported a 14% y/y increase in Q1 revenue to $3.7B as Brokerage revenue of $3.3B rose 17% from the prior year, and the firm expects organic growth of more than 9% in the Brokerage unit in 2025 compared to the management's forecast of 6%-8%, the analyst tells investors in a research note. Argus adds that it is positive on the stock long term given the company's organic growth, dividend increases, acquisition strategy, and $1.5B share buyback authorization.
Barclays
Alex Scott
Hold
Maintains
$308 → $346
2025-04-11
Reason

Valuation Metrics

The current forward P/E ratio for Arthur J. Gallagher & Co. (AJG.N) is 26.45, compared to its 5-year average forward P/E of 24.11. For a more detailed relative valuation and DCF analysis to assess Arthur J. Gallagher & Co. 's fair value, click here.

Forward PE

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Fair
5Y Average PE
24.11
Current PE
26.45
Overvalued PE
26.61
Undervalued PE
21.60

Forward EV/EBITDA

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Fair
5Y Average EV/EBITDA
15.83
Current EV/EBITDA
15.40
Overvalued EV/EBITDA
17.16
Undervalued EV/EBITDA
14.49

Forward PS

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Overvalued
5Y Average PS
4.27
Current PS
5.49
Overvalued PS
5.06
Undervalued PS
3.48

Financials

Annual
Quarterly
FY2025Q1
YoY :
+14.45%
3.73B
Total Revenue
FY2025Q1
YoY :
+15.72%
1.14B
Operating Profit
FY2025Q1
YoY :
+15.70%
708.90M
Net Income after Tax
FY2025Q1
YoY :
-0.73%
2.72
EPS - Diluted
FY2025Q1
YoY :
+11.06%
843.60M
Free Cash Flow
FY2025Q1
YoY :
+2.43%
44.28
Gross Profit Margin - %
FY2025Q1
YoY :
+1.45%
21.00
FCF Margin - %
FY2025Q1
YoY :
+1.12%
19.02
Net Margin - %
FY2025Q1
YoY :
-6.59%
6.95
ROIC

Trading Trends

Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
12.6M
USD
4
3-6
Months
17.7M
USD
8
6-9
Months
258.7K
USD
1
0-12
Months
6.9M
USD
4
Bought
0-3
1
18.8K
USD
Months
3-6
0
0.0
USD
Months
6-9
1
316.8K
USD
Months
0-12
0
0.0
USD
Months
Hedge Fund
Hedge Funds areSelling! The selling amount has increased 5037.71% over the last quarter.
Sold
0-3
Months
0.0
Volume
0
3-6
Months
2.0M
Volume
6
6-9
Months
38.9K
Volume
7
0-12
Months
0.0
Volume
0
Bought
0-3
0
0.0
Volume
Months
3-6
5
1.1M
Volume
Months
6-9
12
5.5M
Volume
Months
0-12
0
0.0
Volume
Months
Congress Trading
Congress are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
0.0
USD
0
3-6
Months
175.0K
USD
1
6-9
Months
0.0
USD
0
0-12
Months
0.0
USD
0
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
1
175.0K
USD
Months
0-12
0
0.0
USD
Months

AJG News & Events

Events Timeline

2025-07-17 (ET)
2025-07-17
09:00:56
Arthur J. Gallagher acquires The Equinox Agency
select
2025-06-04 (ET)
2025-06-04
09:01:06
Arthur J. Gallagher acquires Wilkins & Associates Insurance Services
select
2025-05-06 (ET)
2025-05-06
09:01:24
Arthur J. Gallagher acquires Dean R. Casey & Associates
select
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News

8.5
07-17PRnewswire
PinnedArthur J. Gallagher & Co. Acquires The Equinox Agency, LLC
2.0
07-14NASDAQ.COM
ProShares Ultra Financials Experiences Big Inflow
9.5
07-10Newsfilter
Arthur J. Gallagher & Co. Announces Second Quarter 2025 Earnings Release And Conference Call Date
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FAQ

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What is Arthur J. Gallagher & Co. (AJG) stock price today?

The current price of AJG is 313.14 USD — it has decreased -0.25 % in the last trading day.

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