Arthur J. Gallagher Zukünftiges Wachstum
Future Kriterienprüfungen 1/6
Arthur J. Gallagher wird ein jährliches Gewinn- und Umsatzwachstum von 14.6% bzw. 10% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 16.7% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 14.6% betragen.
Wichtige Informationen
14.6%
Wachstumsrate der Gewinne
16.69%
EPS-Wachstumsrate
| Insurance Gewinnwachstum | 2.2% |
| Wachstumsrate der Einnahmen | 10.0% |
| Zukünftige Eigenkapitalrendite | 14.62% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 10 Jul 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Narrativ-Update • Jun 29
AJG: Fair Outlook Balances Pricing Headwinds With Acquisition And Margin Opportunities
Arthur J. Gallagher's analyst price target has been reset from $250 to $225 as analysts factor in a higher discount rate, more moderate revenue growth and margins, and a slightly higher future P/E multiple, alongside mixed but generally constructive recent research commentary.Analyseartikel • Jun 18
Arthur J. Gallagher (AJG) Stock Could Be 18.9% Undervalued on Its Digital Margin Growth Story
Arthur J. Gallagher Stock Snapshot After Recent Trading Moves Arthur J. Gallagher (AJG) stock has seen mixed short term performance, with a small decline over the past week, a gain over the past month, and a slight fall over the past 3 months. See our latest analysis for Arthur J. Gallagher. At a share price of $214.06, Arthur J. Gallagher’s 30 day share price return of 5.21% contrasts with a weaker year to date share price trend and a 1 year total shareholder return that is down 31.74%. This...
Narrativ-Update • Jun 15
AJG: AI Efficiencies And AssuredPartners Synergies Will Support Future Upside
Analysts have adjusted the Arthur J. Gallagher price target slightly lower to $264.Seeking Alpha • Jun 14
Arthur J. Gallagher & Co.: Bolt-On Acquisitions Fuel Growth
Summary Arthur J. Gallagher & Co. leverages organic growth and aggressive M&A to drive industry-leading expansion in the fragmented insurance brokerage sector. Q1 2026 results reinforced the thesis: revenue surged 27.7% year-over-year, with 5% organic growth and strong EPS outperformance. AJG trades at a forward PE of 16.36 and a discount to a fair value estimate of $306, supporting a bullish total return outlook. Risks include a softening P&C market and integration challenges from recent acquisitions, but AJG's disciplined execution and low payout ratio underpin dividend growth. Read the full article on Seeking AlphaNarrativ-Update • Jun 01
AJG: AI Productivity And Resilient Broker Model Will Drive Future Upside
Analysts have trimmed the Arthur J. Gallagher price target by about $4 to reflect slightly lower fair value assumptions and a modestly higher discount rate, as recent sector research points to slower premium growth, underwriting-driven earnings, and recalibrated expectations for insurance brokers.Narrativ-Update • May 02
AJG: AI Productivity And Defensive Broker Model Will Support Future Upside
Arthur J. Gallagher's analyst price target has edged lower by about $2, as analysts factor in more measured revenue growth along with slightly softer profit margin and future P/E assumptions, following a series of mixed target revisions and ratings updates across the broker group.Narrativ-Update • Apr 17
AJG: AI Productivity And Broker Model Resilience Will Support 2026 Upside
Analysts made a small adjustment to Arthur J. Gallagher's average price target, with updated models pointing to a shift of about $0.10 as they balance slightly higher assumed revenue growth and P/E against reduced margin expectations and mixed views on AI related headwinds and opportunities.Narrativ-Update • Apr 03
AJG: AI Productivity And Broker Resilience Are Expected To Drive 2026 Upside
The analyst price target for Arthur J. Gallagher has been reduced by about $3 to reflect updated Street views that balance softer insurance pricing, AI-related disruption risks, and integration headwinds with what analysts describe as a resilient broker model and potential productivity gains from AI.
Neues Narrativ • Mar 31
Future Risk Advisory And M&A Pipeline Will Drive Stronger Margin Expansion
Catalysts About Arthur J. Gallagher Arthur J.Narrativ-Update • Mar 20
AJG: Margin Durability And AI Productivity Are Expected To Support 2026 Upside
Analysts have trimmed the average price target for Arthur J. Gallagher to around $274 from about $282, reflecting tempered assumptions for revenue growth and profit margins.Narrativ-Update • Mar 05
AJG: Margin Durability And Softer Cycle Are Expected To Support 2026 Upside
Narrative Update: Arthur J. Gallagher (AJG) The analyst price target for Arthur J.Narrativ-Update • Feb 19
AJG: Softer Cycle And Integration Pressures Expected To Support 2026 Upside
Analysts have made only a small adjustment to Arthur J. Gallagher's valuation targets, with modest price target trims from several firms partially offset by a few small increases.Analyseartikel • Feb 04
Arthur J. Gallagher's (NYSE:AJG) Upcoming Dividend Will Be Larger Than Last Year's
The board of Arthur J. Gallagher & Co. ( NYSE:AJG ) has announced that it will be paying its dividend of $0.70 on the...Narrativ-Update • Feb 04
AJG: Softer Cycle And AssuredPartners Integration Set Up 2026 Recovery
Analysts have modestly reduced their price targets on Arthur J. Gallagher in recent weeks, with the updated fair value estimate moving from about $293.56 to $288.50 as they factor in softer revenue growth assumptions, slightly lower future P/E expectations, and relatively stronger profit margin forecasts reflected across new research from firms revising targets and ratings.Narrativ-Update • Jan 20
AJG: Life Deals And Contingents Will Drive Recovery Through 2026
Analysts have trimmed their blended price target for Arthur J. Gallagher by about US$8 to reflect lower assumed fair value and P/E multiples, while incorporating recent research that highlights softer P&C pricing, near term organic growth and margin headwinds, and timing issues around AssuredPartners and large life deals.Narrativ-Update • Jan 06
AJG: Maintained 6% Organic Outlook And Life Deals Will Support 2026 Recovery
Analysts have trimmed their average price target for Arthur J. Gallagher to about US$301 from roughly US$308, reflecting mixed Q3 results, valuation pressure across P&C brokers, and timing related headwinds, even as some firms remain constructive on growth into 2026 and have recently inched individual targets higher.Narrativ-Update • Dec 14
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.Narrativ-Update • Nov 29
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.Narrativ-Update • Nov 15
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.Narrativ-Update • Oct 31
AJG: Pipeline Of Life Deals And Contingent Fees Will Drive 2026 Momentum
The consensus analyst price target for Arthur J. Gallagher has decreased by approximately $12 to around $327.Narrativ-Update • Sep 20
Digital Tools And M&A Will Drive Global Expansion
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.Analyseartikel • Aug 05
Arthur J. Gallagher & Co. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Arthur J. Gallagher & Co. ( NYSE:AJG ) shareholders are probably feeling a little disappointed, since its shares fell...Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 19,963 | 3,044 | 4,815 | 4,611 | 8 |
| 12/31/2027 | 18,311 | 2,659 | 4,297 | 3,723 | 11 |
| 12/31/2026 | 16,733 | 2,270 | 3,503 | 3,133 | 11 |
| 3/31/2026 | 14,198 | 1,612 | 1,862 | 2,015 | N/A |
| 12/31/2025 | 13,009 | 1,494 | 1,785 | 1,930 | N/A |
| 9/30/2025 | 12,079 | 1,601 | 1,768 | 1,917 | N/A |
| 6/30/2025 | 11,552 | 1,641 | 1,972 | 2,120 | N/A |
| 3/31/2025 | 11,244 | 1,559 | 2,525 | 2,666 | N/A |
| 12/31/2024 | 10,928 | 1,463 | 2,441 | 2,583 | N/A |
| 9/30/2024 | 10,668 | 1,172 | 2,393 | 2,537 | N/A |
| 6/30/2024 | 10,389 | 1,140 | 2,333 | 2,500 | N/A |
| 3/31/2024 | 10,077 | 1,091 | 2,199 | 2,393 | N/A |
| 12/31/2023 | 9,559 | 970 | 1,838 | 2,032 | N/A |
| 9/30/2023 | 9,212 | 1,137 | 1,756 | 1,946 | N/A |
| 6/30/2023 | 8,836 | 1,112 | 1,510 | 1,691 | N/A |
| 3/31/2023 | 8,492 | 1,162 | 1,427 | 1,602 | N/A |
| 12/31/2022 | 8,270 | 1,114 | 1,207 | 1,390 | N/A |
| 9/30/2022 | 8,247 | 1,088 | 1,110 | 1,276 | N/A |
| 6/30/2022 | 8,352 | 1,057 | 995 | 1,156 | N/A |
| 3/31/2022 | 8,248 | 963 | 1,563 | 1,702 | N/A |
| 12/31/2021 | 7,974 | 907 | 1,264 | 1,392 | N/A |
| 9/30/2021 | 7,722 | 940 | 1,507 | 1,630 | N/A |
| 6/30/2021 | 7,426 | 891 | 1,594 | 1,694 | N/A |
| 3/31/2021 | 7,083 | 855 | 1,820 | 1,917 | N/A |
| 12/31/2020 | 6,782 | 819 | 1,708 | 1,807 | N/A |
| 9/30/2020 | 6,779 | 775 | 1,627 | 1,738 | N/A |
| 6/30/2020 | 6,757 | 725 | 1,380 | 1,502 | N/A |
| 3/31/2020 | 6,825 | 681 | 1,195 | 1,324 | N/A |
| 12/31/2019 | 6,894 | 669 | N/A | 1,191 | N/A |
| 9/30/2019 | 6,848 | 688 | N/A | 1,030 | N/A |
| 6/30/2019 | 6,808 | 689 | N/A | 871 | N/A |
| 3/31/2019 | 6,807 | 694 | N/A | 887 | N/A |
| 12/31/2018 | 6,711 | 634 | N/A | 765 | N/A |
| 9/30/2018 | 6,581 | 588 | N/A | 766 | N/A |
| 6/30/2018 | 6,402 | 571 | N/A | 907 | N/A |
| 3/31/2018 | 6,238 | 526 | N/A | 621 | N/A |
| 12/31/2017 | 6,051 | 481 | N/A | 854 | N/A |
| 9/30/2017 | 5,948 | 505 | N/A | 874 | N/A |
| 6/30/2017 | 5,874 | 517 | N/A | 781 | N/A |
| 3/31/2017 | 5,849 | 597 | N/A | 565 | N/A |
| 12/31/2016 | 5,490 | 397 | N/A | 650 | N/A |
| 9/30/2016 | 5,489 | 382 | N/A | 695 | N/A |
| 6/30/2016 | 5,427 | 392 | N/A | 694 | N/A |
| 3/31/2016 | 5,370 | 381 | N/A | 639 | N/A |
| 12/31/2015 | 5,301 | 357 | N/A | 686 | N/A |
| 9/30/2015 | 5,209 | 346 | N/A | 505 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: AJGDas prognostizierte Gewinnwachstum (14.6% pro Jahr) liegt über der Sparquote (3.5%).
Ertrag vs. Markt: AJGDie Erträge des Unternehmens (14.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (18.3% pro Jahr).
Hohe Wachstumserträge: AJGDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: AJGDie Einnahmen des Unternehmens (10% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (13% pro Jahr).
Hohe Wachstumseinnahmen: AJGDie Einnahmen des Unternehmens (10% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: AJGDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (14.6%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/12 01:09 |
| Aktienkurs zum Tagesende | 2026/07/10 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Arthur J. Gallagher & Co. wird von 29 Analysten beobachtet. 12 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| null null | Argus Research Company |
| Taylor Scott | Barclays |
| Michael Zaremski | BMO Capital Markets Equity Research |