Arthur J. Gallagher & Co.

NYSE:AJG Voorraadrapport

Marktkapitalisatie: US$64.5b

Arthur J. Gallagher Toekomstige groei

Future criteriumcontroles 1/6

Arthur J. Gallagher zal naar verwachting groeien in winst en omzet met respectievelijk 16.4% en 8.9% per jaar. De winst per aandeel zal naar verwachting groeien met 18.2% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 15.2% zijn.

Belangrijke informatie

16.4%

Groei van de winst

18.21%

Groei van de winst per aandeel

Insurance winstgroei1.4%
Inkomstengroei8.9%
Toekomstig rendement op eigen vermogen15.18%
Dekking van analisten

Good

Laatst bijgewerkt09 Sep 2026

Recente toekomstige groei-updates

Recent updates

Seeking Alpha • 9h

Arthur J. Gallagher: A Recession- And Inflation-Resilient Business Trading At A Low FCF Multiple

Summary Arthur J. Gallagher EPS has compounded at more than 17% over the last ten years. AJG’s share price declined by over 45% from a high of $351 in June 2025 to a recent low of $191 in May 2026. We acquired our position at an average price of $209 per share, or ~16x adjusted EPS (2026E). Although AJG’s end-market is weaker today than in recent history, the company still expects 6% organic revenue growth in 2026. We expect AI to lower AJG’s costs and optimize its sales strategy. Read the full article on Seeking Alpha
Narratiefupdate • Aug 25

AJG: Fair Outlook Weighs Pricing Headwinds Against M&A And Margin Upside

The fair value estimate for Arthur J. Gallagher has been raised from $225.00 to $250.00 as analysts reflect a higher future P/E of 28.83 and updated assumptions around growth, margins, and discount rate following a series of upward price target revisions across recent research.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Nieuw narratief • Mar 31

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

Catalysts About Arthur J. Gallagher Arthur J.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.

Winst- en omzetgroeiprognoses

NYSE:AJG - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/202819,8963,2334,7744,6055
12/31/202718,2532,8254,2633,7026
12/31/202616,7262,3823,3232,7386
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

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei AJG ( 16.4% per jaar) ligt boven de spaarquote ( 3.7% ).

Winst versus markt: De winst van AJG ( 16.4% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 17.3% per jaar).

Hoge groeiwinsten: De winst van AJG zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van AJG ( 8.9% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 13.4% per jaar).

Hoge groei-inkomsten: De omzet van AJG ( 8.9% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen AJG zal naar verwachting over 3 jaar laag zijn ( 15.2 %).

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/09/09 22:06
Aandelenkoers aan het einde van de dag2026/09/09 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Arthur J. Gallagher & Co. wordt gevolgd door 29 analisten. 13 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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