4 Insurance Brokerage Stocks to Gain From Demand and M&A
Zacks Insurance Brokerage players like AJG, AON, BRO and WTW are likely to benefit from increased demand for insurance products, strategic acquisitions and the adoption of technology.
AJG - Arthur J. Gallagher & Co.
Price:
--
--
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CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$268.38
DETAILS
HIGH:
$334.00
LOW:
$211.00
MEDIAN:
$272.00
CONSENSUS:
$268.38
UPSIDE:
31.08%
Stock News
Arthur J. Gallagher Expands RPS Business With McKee Acquisition
AJG expands specialty insurance capabilities with McKee acquisition, boosting underwriting expertise and program administration reach.
Arthur J. Gallagher & Co. Acquires McKee Risk Management, Inc.
ROLLING MEADOWS, Ill., May 20, 2026 /PRNewswire/ -- Arthur J.
Gallagher Introduces New AI Tool to Advance the Future of Employer Benefits Decision‑Making
New offering applies AI to simplify benefits, drive smarter decisions and deliver better outcomes for employers and employees ROLLING MEADOWS, Ill., May 14, 2026 /PRNewswire/ -- Gallagher today announced the introduction of new AI-enabled benefits capabilities embedded within its Benefits & HR Consulting advisory model, designed to help employers and their employees make more informed benefits decisions.
AJG DCF Analysis: Intrinsic Value $302 vs Price $197
On May 13, 2026, we present a discounted cash flow (DCF) analysis for Arthur J. Gallagher and Co (AJG), a company currently facing significant price performance c
Arthur J. Gallagher & Co. Acquires Mays Brown Solicitors
ROLLING MEADOWS, Ill., May 11, 2026 /PRNewswire/ -- Arthur J.
Gallagher Launches Gallagher Blueprint, Pairing AI and Expert Insight to Produce Risk Profile Scores and Market-Ready Action Plans
ROLLING MEADOWS, Ill., May 4, 2026 /PRNewswire/ -- Gallagher, one of the world's largest insurance brokerage and risk management firms, today launched Gallagher Blueprint, a strategic framework that combines AI-driven analytics, Gallagher's proprietary data, and deep niche expertise, to help clients strengthen their risk profile and structure stronger, cost-efficient insurance programs.
Arthur J. Gallagher Q1 Earnings Beat, Commissions and Fees Rise Y/Y
AJG tops Q1 estimates as commissions and fees lift revenues by 28% Y/Y, with Risk Management margin expansion and eight deals closed.
Arthur J. Gallagher & Co (AJG) Q1 2026 Earnings Call Highlights: Robust Revenue Growth and Strategic M&A Drive Performance
Total Revenue Growth: 28% in the first quarter, with organic growth at 5% and M&A contributing 23%.Brokerage Revenue Growth: 30%, with organic growth at 5%.Ris
Arthur J. Gallagher & Co. (AJG) Q1 2026 Earnings Call Transcript
Arthur J. Gallagher & Co. (AJG) Q1 2026 Earnings Call Transcript
Here's What Key Metrics Tell Us About Arthur J. Gallagher (AJG) Q1 Earnings
While the top- and bottom-line numbers for Arthur J. Gallagher (AJG) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Arthur J. Gallagher (AJG) Q1 Earnings and Revenues Surpass Estimates
Arthur J. Gallagher (AJG) came out with quarterly earnings of $4.47 per share, beating the Zacks Consensus Estimate of $4.4 per share. This compares to earnings of $3.67 per share a year ago.
Arthur J. Gallagher & Co. Announces First Quarter 2026 Financial Results
ROLLING MEADOWS, Ill., April 30, 2026 /PRNewswire/ -- Arthur J.
Arthur J. Gallagher & Co. Announces Regular Second Quarter Dividend
ROLLING MEADOWS, Ill., April 29, 2026 /PRNewswire/ -- Arthur J.
Arthur J. Gallagher & Co. $AJG Shares Purchased by Concurrent Investment Advisors LLC
Concurrent Investment Advisors LLC increased its holdings in shares of Arthur J. Gallagher and Co. (NYSE: AJG) by 31.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,594 shares of the financial services provider's stock after purchasing an additional 2,511 shares
Stay Ahead of the Game With Arthur J. Gallagher (AJG) Q1 Earnings: Wall Street's Insights on Key Metrics
Get a deeper insight into the potential performance of Arthur J. Gallagher (AJG) for the quarter ended March 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Is the Options Market Predicting a Spike in Arthur J. Gallagher Stock?
Investors need to pay close attention to AJG stock based on the movements in the options market lately.
Is a Beat in Store for Arthur J. Gallagher This Earnings Season?
AJG is set to report Q1 2026 results on April 30, with consensus calling for 26% revenue growth and nearly 20% higher EPS.
Comerica Bank Sells 23,884 Shares of Arthur J. Gallagher & Co. $AJG
Comerica Bank decreased its position in shares of Arthur J. Gallagher and Co. (NYSE: AJG) by 10.7% in the undefined quarter, according to its most recent 13F filing with the SEC. The firm owned 198,341 shares of the financial services provider's stock after selling 23,884 shares during the quarter. Comerica Bank owned approximately
Arthur J. Gallagher (AJG) Reports Next Week: Wall Street Expects Earnings Growth
Arthur J. Gallagher (AJG) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Price Targets
Arthur J. Gallagher price target lowered to $240 from $265 at Morgan Stanley
$240.00
(was $203.61)
UBS
Arthur J. Gallagher price target lowered to $265 from $275 at Morgan Stanley
$265.00
(was $202.19)
Morgan Stanley
Arthur J. Gallagher price target lowered to $225 from $235 at Truist
$225.00
(was $216.10)
Truist Financial
Arthur J. Gallagher price target lowered to $211 from $226 at Piper Sandler
$211.00
(was $206.40)
Paul Newsome
·
Piper Sandler
Arthur J. Gallagher price target lowered to $259 from $260 at Mizuho
$259.00
(was $219.12)
Mizuho Securities
Arthur J. Gallagher price target lowered to $226 from $249 at Piper Sandler
$226.00
(was $216.51)
Piper Sandler
Arthur J. Gallagher price target lowered to $283 from $285 at UBS
$283.00
(was $249.37)
UBS
Arthur J. Gallagher price target lowered to $271 from $280 at Truist
$271.00
(was $250.75)
Truist Financial
Arthur J. Gallagher price target lowered to $249 from $272 at Piper Sandler
$249.00
(was $245.84)
Paul Newsome
·
Piper Sandler
Arthur J. Gallagher price target lowered to $298 from $311 at Wells Fargo
$298.00
(was $245.84)
Wells Fargo
Arthur J. Gallagher price target raised to $277 from $276 at Mizuho
$277.00
(was $257.00)
Yaron Kinar
·
Mizuho Securities
Arthur J. Gallagher downgraded to Neutral from Overweight at Cantor Fitzgerald
$282.00
(was $257.00)
Ryan Tunis
·
Cantor Fitzgerald
Arthur J. Gallagher price target lowered to $311 from $328 at Wells Fargo
$311.00
(was $264.84)
Wells Fargo
Arthur J. Gallagher downgraded to Market Perform from Outperform at BMO Capital
$275.00
(was $264.84)
Michael Zaremski
·
BMO Capital
Arthur J. Gallagher price target lowered to $247 from $250 at Barclays
$247.00
(was $259.00)
Barclays
Arthur J. Gallagher price target lowered to $292 from $293 at Goldman Sachs
$292.00
(was $259.00)
Robert Cox
·
Goldman Sachs
Arthur J. Gallagher downgraded to Neutral from Overweight at Piper Sandler
$272.00
(was $262.77)
Piper Sandler
Arthur J. Gallagher price target lowered to $328 from $344 at Wells Fargo
$328.00
(was $253.39)
Wells Fargo
Arthur J. Gallagher initiated with an Overweight at Morgan Stanley
$300.00
(was $252.64)
Morgan Stanley
Arthur J. Gallagher (AJG) PT Lowered to $272 at Keefe, Bruyette & Woods
$272.00
(was $251.51)
Needham