Arthur J. Gallagher Gelecekteki Büyüme
Future kriter kontrolleri 1/6
Arthur J. Gallagher kazanç ve gelirin sırasıyla yıllık 13.5% ve 10.2% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 13.5% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 14.5% olacağı tahmin edilmektedir.
Anahtar bilgiler
13.5%
Kazanç büyüme oranı
13.51%
EPS büyüme oranı
| Insurance kazanç büyümesi | 2.2% |
| Gelir büyüme oranı | 10.2% |
| Gelecekteki özkaynak getirisi | 14.46% |
| Analist kapsamı | Good |
| Son güncelleme | 26 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.
Yeni Anlatı • Mar 31
Future Risk Advisory And M&A Pipeline Will Drive Stronger Margin Expansion
Catalysts About Arthur J. Gallagher Arthur J.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 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 |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: AJG 'nin tahmini kazanç büyümesi (yıllık 13.5% ) tasarruf oranının ( 3.5% ) üzerindedir.
Kazançlar ve Piyasa: AJG şirketinin kazançlarının (yıllık 13.5% ) US pazarından (yıllık 17% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: AJG şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: AJG şirketinin gelirinin (yıllık 10.2% ) US pazarından (yıllık 11.9% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: AJG şirketinin gelirinin (yıllık 10.2% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: AJG 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 14.5 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/31 00:28 |
| Gün Sonu Hisse Fiyatı | 2026/05/29 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Arthur J. Gallagher & Co. 30 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| null null | Argus Research Company |
| Taylor Scott | Barclays |
| Michael Zaremski | BMO Capital Markets Equity Research |