Arthur J. Gallagher

AJG: Pipeline Of Life Deals And Contingent Fees Will Drive 2026 Momentum

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

06 Aug 24

Updated

14 Dec 25

Views

329

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-10.5%

7D

-0.8%

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1Y

-10.5%

7D

-0.8%

You can edit this narrative until Dec 15 2:10 AM. Then, changes will post as Updates.

Author's Valuation

US$308.4717.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 14 Dec 25

Fair value Decreased 1.05%

AJG: Maintained 6% Organic Outlook And Q4 Rebound Will Support 2026 Recovery

Arthur J. Gallagher's analyst price target has been revised modestly lower, with fair value edging down by about $3 to roughly $308 as analysts factor in a recent Q3 earnings miss, softer brokerage trends, and broader P&C valuation pressure, even as they maintain confidence in the company's longer term growth outlook into 2026.

Shared on 29 Nov 25

Fair value Decreased 2.52%

AJG: Organic Growth Guidance And Q4 Improvements Will Drive Recovery In 2026

The consensus analyst price target for Arthur J. Gallagher has decreased from $319.80 to $311.75.

Shared on 15 Nov 25

Fair value Decreased 2.22%

AJG: Improving Synergies And Renewed Momentum Will Shape 2026 Prospects

Arthur J. Gallagher’s analyst price target was revised downward from $327.07 to $319.80.

Shared on 31 Oct 25

Fair value Decreased 3.58%

The consensus analyst price target for Arthur J. Gallagher has decreased by approximately $12 to around $327.

Shared on 20 Sep 25

Fair value Increased 0.65%

Analysts have raised Arthur J. Gallagher’s price target to $339.20, citing stronger-than-expected organic brokerage growth, materializing acquisition synergies, and the company’s resilience to softer insurance pricing, outweighing modest concerns about margin pressure.

Shared on 07 May 25

Fair value Increased 30%

Shared on 30 Apr 25

Fair value Decreased 1.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 23%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.2%.

Shared on 16 Apr 25

Fair value Increased 0.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 2.48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 4.76%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 0.32%

AnalystConsensusTarget Fair Value

US$308.47

17.9% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

18.39%

Insurance revenue growth rate

0.27%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.96%

Calculation

US$3.41b

Earnings '28

x

29.08x

PE Ratio '28

=

US$99.26b

Market Cap '28

US$99.26b

Market Cap '28

/

263.20m

No. shares '28

=

US$377.13

Share Price '28

US$377.13 Share Price '28

Discounted to 2025 @ 6.96% p.a.

=

US$308.23

Fair Value '25