Stock Price & Analysis

Based on the provided data and recent market activity, here's a comprehensive analysis of AJG stock:

Technical Analysis

The stock is showing strong bullish momentum with the following key technical indicators:

• Currently trading at $242.84, above both 20-day SMA ($313.95) and 200-day SMA ($282.52)
• RSI-14 at 66.95 indicates moderate bullish momentum without being overbought
• MACD is positive with MACD line at 8.96 and signal line at 8.62
• Stochastic RSI shows potential for continued upward movement

Fundamental Analysis

Recent financial performance shows:

• Revenue growth from $8.55B (2022) to $10.07B (2023), representing 17.8% YoY growth
• Gross margin improved from 38.82% to 39.38%
• Current ratio remains stable at 1.03x
• Debt-to-equity ratio increased slightly to 73.65% from 66.53%

Recent Developments

• AssuredPartners acquisition is expected to be accretive to earnings, with analysts projecting 1.4% EPS accretion in 2025 and 8.1% in 2026
• Evercore ISI maintains a Buy rating with a price target of $336, suggesting significant upside potential
• The company has demonstrated strong organic growth, with estimates pointing to 7.2% organic growth in 2025

Price Targets and Support/Resistance Levels

Based on Fibonacci analysis:

• Current Support: $320.33 (S1)
• Current Resistance: $328.51 (R1)
• Strong Support: $317.80 (S2)
• Strong Resistance: $331.04 (R2)

Recommendation

Based on both technical and fundamental analysis, AJG presents a STRONG BUY opportunity at current levels for the following reasons:

1. Strong technical momentum with price above key moving averages
2. Solid fundamental growth with improving margins
3. Strategic acquisitions expected to drive future growth
4. Multiple analyst upgrades and positive price targets

Entry point: Current market price ($242.84) Initial target: $328.51 (R1) Stop loss: $317.80 (S2)

Based on the provided data and recent market analysis, here's a detailed price prediction for AJG stock in 2025:

Technical Analysis

The stock shows strong technical indicators with:

• RSI-14 at 66.95 indicating bullish momentum but not yet overbought
• MACD (12,26,9) showing positive trend with 8.96 value and 0.34 histogram
• Price trading above all major moving averages (SMA 5,10,20,60,200,250)
• Currently trading in the upper Bollinger Band range with 0.65 position

Fundamental Drivers

Recent developments supporting bullish outlook:

• Strong Q4 2024 performance with 12% revenue growth
• 7% organic growth and 145bps EBITDAC margin expansion to 31.4%
• Management projects 6-8% organic growth for 2025
• Strategic acquisition of AssuredPartners ($2.9B annual revenue) expected to close in Q1 2025

Analyst Consensus

Recent analyst coverage indicates positive sentiment:

• Evercore ISI maintains Buy rating with $336 price target
• TD Cowen also issued Buy rating
• Multiple analysts have raised price targets, with RBC Capital increasing to $340

2025 Price Prediction

Based on technical and fundamental analysis, AJG stock is expected to reach $340-345 by end of 2025, representing approximately 15-17% upside from current levels. This projection is supported by:

• Strong organic growth momentum
• Successful integration of AssuredPartners
• Favorable insurance market conditions
• Robust M&A pipeline

The S1 support level for AJG Stock is $321.07 ,The R1 resistant level for AJG Stock is $331.15.

As of the end of day on 2025-02-26, the price of AJG Stock was $332.16.

The target price for AJG Stock according to analyst rating is 325.77, with the highest price target at 377.00 and the lowest at 290.00. Analysts have a Moderate Buy rating on AJG Stock overall.

The market cap of AJG is $84.5B.

Based on the provided data and recent analyst reports, AJG appears to be moderately overvalued at its current price of $326.06. The stock's P/E ratio has increased significantly from 36.33 in 2022 to 50.87 in 2023, well above industry averages. Net income declined from $1.11B in 2022 to $969.5M in 2023, while ROE dropped from 12.62% to 9.73%, indicating some deterioration in profitability metrics. However, the recent AssuredPartners acquisition is expected to be 1.4% accretive to adjusted EPS in 2025 and 8.1% accretive in 2026. Despite strong organic growth prospects of 6-8% for 2025, the current valuation multiples suggest the stock is trading at a premium to its historical levels and peer group.

Arthur J. Gallagher & Co. and its subsidiaries provide insurance brokerage, consulting and third-party claims settlement and administration services to both domestic and international entities. The Company’s segments include brokerage, risk management and corporate. Its brokerage segment operations provide brokerage and consulting services to entities of all types, including commercial, nonprofit, public sector entities, individuals, in the areas of insurance and reinsurance placements, risk of loss management and management of employer sponsored benefit programs. Its risk management segment operations provide contract claim settlement, claim administration, loss control services and risk management consulting for commercial, nonprofit, captive and public sector entities, and various other organizations that choose to self-insure property/casualty coverages or choose to use a third-party claims management organization rather than the claim services provided by underwriting enterprises.

Based on the provided data and recent analyst reports, here's a price prediction analysis for AJG stock by 2030:

Current Market Position AJG is currently trading at $326.06 [Relevant Data], showing strong momentum with recent analyst upgrades and positive earnings results.

Growth Drivers & Valuation

• Strong organic growth projection of 6-8% for 2025
• Strategic acquisition of AssuredPartners ($2.9B in annual revenue) expected to close in Q1 2025
• Robust M&A pipeline with minimal overlap between existing operations and AssuredPartners
• Consistent margin expansion with Q4 2024 adjusted EBITDAC margin increasing to 31.4%

2030 Price Target Analysis The stock is likely to reach $485-495 by 2030, based on:

1. Organic Growth: Maintaining 6-8% annual organic growth rate, supported by:

   • Favorable P/C market conditions
   • Strong U.S. labor market trends
   • Expanding global presence through strategic acquisitions

2. Margin Expansion: The AssuredPartners acquisition and continued operational efficiency improvements will likely drive further margin expansion

3. Recent Analyst Support: Evercore ISI maintained a Buy rating with a $336 price target, indicating strong near-term confidence in the company's growth trajectory.

This prediction assumes continued execution of the company's growth strategy and no major market disruptions. The primary catalysts will be successful integration of AssuredPartners and maintaining the company's strong organic growth momentum.

AJG has a total of 52000 employees.