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Arthur J. Gallagher & Co. Stock Price

NYSE:AJG Community·US$63.7b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 52 Fair Values set on narratives written by author

AJG Share Price Performance

US$257.45
-45.19 (-14.93%)
US$290.44
Fair Value
US$257.45
-45.19 (-14.93%)
11.4% undervalued intrinsic discount
US$290.44
Fair Value
Price US$257.45
AnalystConsensusTarget US$290.44
AnalystLowTarget US$225.00
London_Investment_Analysts US$485.74

AJG Community Narratives

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Fair Value US$290.44 11.4% undervalued intrinsic discount

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

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21users have followed this narrative
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Fair Value US$225 14.4% overvalued intrinsic discount

Insurance Pricing And Risk Management Trends Will Support Solid Long Term Performance

0users have liked this narrative
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1users have followed this narrative
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Fair Value US$485.74 47.0% undervalued intrinsic discount

Strategic Acquisitions Poised to Drive Share Price Growth

1users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
US$485.74
47.0% undervalued intrinsic discount
Revenue
14% p.a.
Profit Margin
16%
Future PE
52.14x
Price in 2027
US$579.79
US$290.44
11.4% undervalued intrinsic discount
Revenue
10.65% p.a.
Profit Margin
14.9%
Future PE
30.07x
Price in 2029
US$358.17
US$349.17
26.3% undervalued intrinsic discount
Revenue
15.42% p.a.
Profit Margin
17.01%
Future PE
29.81x
Price in 2029
US$428.37

Trending Discussion

No trending discussion available.

Updated Narratives

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Strategic Acquisitions Poised to Drive Share Price Growth

Fair Value: US$485.74 47.0% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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AJG: AssuredPartners Synergies And AI Savings Will Support Future Margin Upside

Fair Value: US$290.44 11.4% undervalued intrinsic discount
21 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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AJG: Broker Resilience And Margin Upside Are Expected To Unlock Repricing Potential

Fair Value: US$349.17 26.3% undervalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Adequate balance sheet average dividend payer.

2 Risks
2 Rewards

Arthur J. Gallagher & Co. Key Details

US$15.1b

Revenue

US$8.6b

Cost of Revenue

US$6.5b

Gross Profit

US$5.0b

Other Expenses

US$1.6b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
6.12
43.19%
10.38%
57.3%
View Full Analysis

About AJG

Founded
1927
Employees
67456
CEO
J. Gallagher
WebsiteView website
www.ajg.com

Arthur J. Gallagher & Co., together with its subsidiaries, provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services to entities and individuals worldwide. The company operates in Brokerage and Risk Management segments. Its Brokerage segment offers retail and wholesale insurance and reinsurance brokerage services; assists retail brokers and other non-affiliated brokers in the placement of specialized and hard-to-place insurance; and acts as a brokerage wholesaler, managing general agent, and managing general underwriter for distributing specialized insurance coverages to underwriting enterprises. This segment performs activities, including marketing, underwriting, issuing policies, collecting premiums, appointing and supervising other agents, paying claims, and negotiating reinsurance; and offers services in the areas of insurance and reinsurance placement, risk of loss management, and management of employer sponsored benefit programs. The Risk Management segment provides contract claim settlement and administration services; and claims management, loss control consulting, and insurance property appraisal services. The company offers its services through a network of correspondent brokers and consultants. It serves commercial, industrial, public, religious, and nonprofit entities, as well as underwriting enterprises. The company was founded in 1927 and is headquartered in Rolling Meadows, Illinois.

Recent AJG News & Updates

Narrative Update 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.

Recent updates

No updates