Arthur J. Gallagher & Co.

Informe acción NYSE:AJG

Capitalización de mercado: US$66.5b

Arthur J. Gallagher Crecimiento futuro

Future controles de criterios 1/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Arthur J. Gallagher de 16.4% y 8.9% por año respectivamente. Se prevé que el BPA crezca en un 18.2% al año. Se espera que la rentabilidad financiera sea de 15.2% en 3 años.

Información clave

16.4%

Tasa de crecimiento de los beneficios

18.21%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Insurance1.4%
Tasa de crecimiento de los ingresos8.9%
Rentabilidad financiera futura15.18%
Cobertura de analistas

Good

Última actualización19 Aug 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Seeking Alpha • Aug 21

16% And Climbing, Why Fundamentals Matter: Arthur J. Gallagher

Summary Arthur J. Gallagher remains a Buy, driven by robust organic growth and disciplined M&A, validating my long-term investment thesis. Q2 2026 revenue grew 24.4% to $3.96B, with adjusted EPS up 23.5% to $2.84, both fueled by acquisitions and 6% organic growth. AJG trades at a 20% discount to my $313 fair value estimate, offering a 34% potential upside through 2027 if growth projections hold. Risks include acquisition integration - especially Apollo Insurance Solutions - and softness in property insurance, but AJG's fundamentals and credit rating underpin continued outperformance. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 11

AJG: AssuredPartners Synergies And AI Savings Will Support Future Margin Upside

The analyst price target for Arthur J. Gallagher has been lifted by about $9 to reflect Street research that points to consistent earnings, slightly firmer margin expectations, and potential cost efficiencies from synergies and AI related savings.
Actualización de narrativa • Jul 28

AJG: AssuredPartners Synergies And AI Efficiencies Will Support Balanced Future Outlook

Arthur J. Gallagher's updated analyst price target of $281.39, up from $264.11, reflects analysts' view that brokers in resilient segments of the insurance market, with stable organic growth and potential margin support, may be better positioned than carriers as pricing softens across property and casualty lines.
Actualización de narrativa • Jul 13

AJG: Broker Resilience And Margin Upside Are Expected To Unlock Repricing Potential

Arthur J. Gallagher's updated analyst price target rises to $349.17 from $336.47, reflecting analysts' refreshed views on broker resilience, margin potential and valuation, as highlighted across recent target increases from firms following the stock.
Actualización de narrativa • 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.
Artículo de análisis • 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...
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Nueva narrativa • Mar 31

Future Risk Advisory And M&A Pipeline Will Drive Stronger Margin Expansion

Catalysts About Arthur J. Gallagher Arthur J.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Artículo de análisis • 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...
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.

Previsiones de crecimiento de beneficios e ingresos

NYSE:AJG - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202819,8963,2334,7744,6055
12/31/202718,2692,8254,2633,7026
12/31/202616,7382,3823,3232,7386
6/30/202615,1091,5682,2852,449N/A
3/31/202614,1981,6121,8622,015N/A
12/31/202513,0091,4941,7851,930N/A
9/30/202512,0801,6031,7691,919N/A
6/30/202511,5531,6431,9742,122N/A
3/31/202511,2441,5592,5252,666N/A
12/31/202410,9281,4632,4412,583N/A
9/30/202410,6681,1722,3932,537N/A
6/30/202410,3891,1402,3332,500N/A
3/31/202410,0771,0912,1992,393N/A
12/31/20239,5599701,8382,032N/A
9/30/20239,2121,1371,7561,946N/A
6/30/20238,8361,1121,5101,691N/A
3/31/20238,4921,1621,4271,602N/A
12/31/20228,2701,1141,2071,390N/A
9/30/20228,2471,0881,1101,276N/A
6/30/20228,3521,0579951,156N/A
3/31/20228,2489631,5631,702N/A
12/31/20217,9749071,2641,392N/A
9/30/20217,7229401,5071,630N/A
6/30/20217,4268911,5941,694N/A
3/31/20217,0838551,8201,917N/A
12/31/20206,7828191,7081,807N/A
9/30/20206,7797751,6271,738N/A
6/30/20206,7577251,3801,502N/A
3/31/20206,825681N/A1,324N/A
12/31/20196,894669N/A1,191N/A
9/30/20196,848688N/A1,030N/A
6/30/20196,808689N/A871N/A
3/31/20196,807694N/A887N/A
12/31/20186,711634N/A765N/A
9/30/20186,581588N/A766N/A
6/30/20186,402571N/A907N/A
3/31/20186,238526N/A621N/A
12/31/20176,051481N/A854N/A
9/30/20175,948505N/A874N/A
6/30/20175,874517N/A781N/A
3/31/20175,849597N/A565N/A
12/31/20165,490397N/A650N/A
9/30/20165,489382N/A695N/A
6/30/20165,427392N/A694N/A
3/31/20165,370381N/A639N/A
12/31/20155,301357N/A686N/A
9/30/20155,209346N/A505N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (16.4% al año) de AJG es superior a la tasa de ahorro (3.7%).

Beneficios vs. Mercado: Se prevé que los beneficios (16.4% al año) de AJG crezcan menos que el mercado US (16.9% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de AJG crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (8.9% al año) de AJG crezcan más despacio que el mercado de US (12.9% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 8.9% al año) de AJG crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de AJG sea baja dentro de 3 años (15.2%).

Descubre empresas en crecimiento

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1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/21 14:47
Precio de las acciones al final del día2026/08/21 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Arthur J. Gallagher & Co. está cubierta por 29 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
null nullArgus Research Company
Taylor ScottBarclays
Michael ZaremskiBMO Capital Markets Equity Research