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Mkt Cap
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Low
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Amount
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EV/EBITDA(TTM)
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Total Shares
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EV/OCF(TTM)
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Market Estimates
Earnings Estimates
Revenue
YoY Chg
EPS
YoYChg
FY2025Q4
FY2026Q1
FY2026Q2
3.62B
+34.9%
2.487
+16.76%
4.71B
+27.82%
4.541
+23.74%
4.05B
+27.8%
3.033
+30.18%
Estimates Revision
The market is revising Upward the revenue expectations for Arthur J. Gallagher & Co. (AJG) for FY2025, with the revenue forecasts being adjusted by 0.4% over the past three months. During the same period, the stock price has changed by -17.97%.
Revenue Estimates for FY2025
Revise Upward
+0.4%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
-2.02%
In Past 3 Month
Stock Price
Go Down
-17.97%
In Past 3 Month
11 Analyst Rating
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 305.11 USD with a low forecast of 250.00 USD and a high forecast of 362.00 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.
5 Buy
5 Hold
1 Sell
Moderate Buy
Current: 245.410
Low
250.00
Averages
305.11
High
362.00
Current: 245.410
Low
250.00
Averages
305.11
High
362.00
Barclays
Equal Weight -> Underweight
downgrade
2025-11-20
Reason
Barclays
Price Target
2025-11-20
downgrade
Equal Weight -> Underweight
Reason
Barclays downgraded Arthur J. Gallagher to Underweight from Equal Weight.
Barclays
Equal Weight -> Underweight
downgrade
$328 -> $250
2025-11-20
Reason
Barclays
Price Target
$328 -> $250
2025-11-20
downgrade
Equal Weight -> Underweight
Reason
Barclays downgraded Arthur J. Gallagher to Underweight from Equal Weight with a price target of $250, down from $328. The firm reduced organic growth estimates "across the board" for the insurance brokers, saying property and casualty pricing is below expectations. "Persistent signs" of softening across the property and casualty markets along with weaker pricing data "signal a turning point," the analyst tells investors in a research note. Barclays believes Arthur J. Gallagher has the biggest level of downside organic growth revisions compared to Street estimates.
Citi
Matthew Heimermann
Neutral
downgrade
$330 -> $277
2025-11-03
Reason
Citi
Matthew Heimermann
Price Target
$330 -> $277
2025-11-03
downgrade
Neutral
Reason
Citi analyst Matthew Heimermann lowered the firm's price target on Arthur J. Gallagher to $277 from $330 and keeps a Neutral rating on the shares.
Goldman Sachs
Buy
downgrade
$361 -> $315
2025-11-03
Reason
Goldman Sachs
Price Target
$361 -> $315
2025-11-03
downgrade
Buy
Reason
Goldman Sachs lowered the firm's price target on Arthur J. Gallagher to $315 from $361 and keeps a Buy rating on the shares.
Truist
Mark Hughes
Hold
downgrade
$310 -> $290
2025-11-02
Reason
Truist
Mark Hughes
Price Target
$310 -> $290
2025-11-02
downgrade
Hold
Reason
Truist analyst Mark Hughes lowered the firm's price target on Arthur J. Gallagher to $290 from $310 and keeps a Hold rating on the shares after its Q3 earnings miss. The firm is citing the shortfall in the quarter along with pressure on valuations across the P&C brokerage space, the analyst tells investors in a research note.
Goldman Sachs
Robert Cox
Buy
downgrade
$361 -> $315
2025-10-31
Reason
Goldman Sachs
Robert Cox
Price Target
$361 -> $315
2025-10-31
downgrade
Buy
Reason
Goldman Sachs analyst Robert Cox lowered the firm's price target on Arthur J. Gallagher to $315 from $361 and keeps a Buy rating on the shares. Adjusted EPS of $2.32 missed consensus due to lower-than-expected Brokerage EBITDAC, primarily from timing issues related to AssuredPartners contributions, the analyst tells investors in a research note. Brokerage organic growth also came in slightly below expectations amid timing shifts in large life sales and international contingents, while renewal pricing softened modestly. Despite these short-term headwinds, management maintained 2026 organic growth guidance of 6%+ and noted improving Q4 trends, though results may prompt a mildly negative initial market reaction, the firm says.
See All Ratings
Valuation Metrics
The current forward P/E ratio for Arthur J. Gallagher & Co. (AJG.N) is 18.80, compared to its 5-year average forward P/E of 24.02. For a more detailed relative valuation and DCF analysis to assess Arthur J. Gallagher & Co. 's fair value, click here.
Forward PE
The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
Strongly Undervalued
5Y Average PE
24.02
Current PE
18.80
Overvalued PE
26.61
Undervalued PE
21.43
Forward EV/EBITDA
The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
N/A
5Y Average EV/EBITDA
15.76
Current EV/EBITDA
0.00
Overvalued EV/EBITDA
17.17
Undervalued EV/EBITDA
14.34
Forward PS
The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
N/A
5Y Average PS
4.40
Current PS
0.00
Overvalued PS
5.09
Undervalued PS
3.70
Financials
Annual
Quarterly
N/A
Total Revenue
N/A
Operating Profit
N/A
Net Income after Tax
N/A
EPS - Diluted
N/A
Free Cash Flow
N/A
Gross Profit Margin - %
N/A
FCF Margin - %
N/A
Net Margin - %
N/A
ROIC
Trading Trends
Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
Bought
Hedge Fund
Hedge Funds areSelling! The selling amount has increased 5037.71% over the last quarter.
Sold
Bought
Congress Trading
Congress are Neutral. There are no significant trading trends over the last month.
Sold
Bought
Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
Bought
AJG News & Events
Events Timeline
(ET)
2025-12-02
05:20:00
Arthur J. Gallagher Acquires UK-Based First Actuarial
2025-11-04 (ET)
2025-11-04
09:01:10
Arthur J. Gallagher Purchases Surescape Insurance Services
2025-11-03 (ET)
2025-11-03
09:01:33
Arthur J. Gallagher Purchases Tompkins Insurance Agencies
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News
![[object Object]](https://d5bp8bijhhba2.cloudfront.net/image/cover_image/fad933341180714b05128aa6e35924806e0e36047622dfb83845507e4794295a.png)
Preview
8.5
12-02Yahoo FinancePinnedArthur J. Gallagher & Co. Acquires UK Pension Consultancy First Actuarial
![[object Object]](https://d5bp8bijhhba2.cloudfront.net/image/cover_image/96dbb233a94200de5a95264dcc403441aea8abb97a1810685d5d48ccff082d14.png)
Preview
8.5
12-02NewsfilterPinnedArthur J. Gallagher Acquires UK-Based First Actuarial, Enhancing Pension Service Capabilities
![[object Object]](https://d5bp8bijhhba2.cloudfront.net/image/cover_image/e1367223db2ca2b91538c469247de1101b14d5dfacdb4d80671966a4e80e82f7.jpg)
Preview
8.5
12-02NASDAQ.COMPinnedArthur J. Gallagher & Co. Purchases First Actuarial, a UK Firm
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