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 13.5% y 10.2% por año respectivamente. Se prevé que el BPA crezca en un 13.5% al año. Se espera que la rentabilidad financiera sea de 14.5% en 3 años.
Información clave
13.5%
Tasa de crecimiento de los beneficios
13.51%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Insurance | 2.0% |
| Tasa de crecimiento de los ingresos | 10.2% |
| Rentabilidad financiera futura | 14.46% |
| Cobertura de analistas | Good |
| Última actualización | 21 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
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.Seeking Alpha • Apr 11
Don't Overlook Arthur J. Gallagher & Co. When Investing
Summary Arthur J. Gallagher & Co. is a dominant global insurance broker, delivering 20 consecutive quarters of double-digit revenue growth and executing transformative M&A. AJG’s integration of AssuredPartners is ahead of schedule, targeting $160 million in 2026 synergies, with a further $100–$120 million by 2028, supporting robust EPS growth. Shares trade at a forward P/E of 15.6, a significant discount to the 10-year average of 24, with a fair value estimate of $299, implying a 29% upside. AJG’s disciplined M&A, strong balance sheet, and focus on complex insurance segments mitigate AI disruption risks and underpin an attractive long-term total return outlook. Read the full article on Seeking AlphaActualización 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.Artículo de análisis • 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...Artículo de análisis • Jun 02
Shareholders Should Be Pleased With Arthur J. Gallagher & Co.'s (NYSE:AJG) Price
Arthur J. Gallagher & Co.'s ( NYSE:AJG ) price-to-earnings (or "P/E") ratio of 57.1x might make it look like a strong...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 20,090 | 3,010 | 4,801 | 4,576 | 5 |
| 12/31/2027 | 18,447 | 2,932 | 4,293 | 3,987 | 9 |
| 12/31/2026 | 16,786 | 2,548 | 3,428 | 2,996 | 9 |
| 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 |
| 6/30/2015 | 5,072 | 306 | N/A | 302 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (13.5% al año) de AJG es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (13.5% al año) de AJG crezcan menos que el mercado US (16.8% 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 (10.2% al año) de AJG crezcan más despacio que el mercado de US (11.7% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 10.2% 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 (14.5%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 22:01 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* 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 30 analistas. 12 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.
| Analista | Institución |
|---|---|
| null null | Argus Research Company |
| Taylor Scott | Barclays |
| Michael Zaremski | BMO Capital Markets Equity Research |