AJG's Organic Growth Resilience Supports Long-Term Expansion
Arthur J. Gallagher's durable organic growth, margin expansion and AssuredPartners integration support its outlook as insurance pricing moderates.
AJG - Arthur J. Gallagher & Co.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$284.50
DETAILS
HIGH:
$300.00
LOW:
$225.00
MEDIAN:
$291.00
CONSENSUS:
$284.50
UPSIDE:
6.85%
Stock News
16% And Climbing, Why Fundamentals Matter: Arthur J. Gallagher
Arthur J. Gallagher remains a Buy, driven by robust organic growth and disciplined M&A, validating my long-term investment thesis. Q2 2026 revenue grew 24.4% to $3.96B, with adjusted EPS up 23.5% to $2.84, both fueled by acquisitions and 6% organic growth. AJG trades at a 20% discount to my $313 fair value estimate, offering a 34% potential upside through 2027 if growth projections hold.
4 Stocks to Watch From the Thriving Insurance Brokerage Industry
Zacks Insurance Brokerage players like WTW, AJG, AON and BRO are likely to benefit from increased demand for insurance products, strategic acquisitions and the adoption of technology.
Rising Healthcare Costs Push Employers Toward Greater Benefits Oversight
Gallagher's 2026 US Benefits Benchmarks report highlights how employers are using stronger governance, analytics and vendor oversight to manage rising healthcare costs ROLLING MEADOWS, Ill., Aug. 12, 2026 /PRNewswire/ -- According to Gallagher's 2026 Workforce Trends Report – Benefits Benchmarks, US employers are taking a more disciplined approach to benefits management as rising healthcare costs, mounting regulatory complexity and pressure to maximize benefit investments intensify.
Arthur J. Gallagher & Co. Acquires Apollo Insurance Solutions Ltd.
ROLLING MEADOWS, Ill., Aug. 5, 2026 /PRNewswire/ -- Arthur J.
AJG Q2 Earnings Meet Estimates, Revenues Miss on Higher Expenses
Arthur J. Gallagher matches Q2 earnings estimates as strong organic growth and acquisitions offset higher expenses and lower interest income.
Arthur J. Gallagher Analysts Boost Their Forecasts After Q2 Earnings
Arthur J. Gallagher & Co. (NYSE:AJG) reported upbeat earnings for the second quarter on Thursday.
Arthur J. Gallagher & Co. (AJG) Q2 2026 Earnings Call Transcript
Arthur J. Gallagher & Co. (AJG) Q2 2026 Earnings Call Transcript
Arthur J. Gallagher & Co (AJG) (Q2 2026) Earnings Call Highlights: Record Revenue Growth and Strategic Expansion Drive Strong Performance
Total Revenue Growth (Brokerage and Risk Management): 24% increase in the second quarter.Organic Growth: 6% for the combined segments.Brokerage Segment Revenue:
Compared to Estimates, Arthur J. Gallagher (AJG) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Arthur J. Gallagher (AJG) give a sense of how the business performed in the quarter ended June 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) Q2 Earnings Meet Estimates
Arthur J. Gallagher (AJG) came out with quarterly earnings of $2.84 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $2.33 per share a year ago.
Arthur J. Gallagher & Co. Announces Second Quarter 2026 Financial Results
ROLLING MEADOWS, Ill., July 30, 2026 /PRNewswire/ -- Arthur J.
Arthur J. Gallagher & Co. Announces Regular Third Quarter Dividend
ROLLING MEADOWS, Ill., July 29, 2026 /PRNewswire/ -- Arthur J.
Arthur J. Gallagher & Co. Announces Passing of Director David Johnson
ROLLING MEADOWS, Ill., July 29, 2026 /PRNewswire/ -- Arthur J.
Curious about Arthur J. Gallagher (AJG) Q2 Performance?
Evaluate the expected performance of Arthur J. Gallagher (AJG) for the quarter ended June 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Arthur J. Gallagher to Report 2Q Earnings Soon: What to Expect?
AJG's Q2 results are likely to benefit from brokerage strength, higher commissions and acquisition contributions despite rising expenses.
Arthur J. Gallagher (AJG) Reports Next Week: Wall Street Expects Earnings Growth
Arthur J. Gallagher (AJG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Arthur J. Gallagher & Co. Acquires W.N. Tuscano Agency, Inc.
Arthur J. Gallagher and Co. Acquires W.N. Tuscano Agency, Inc. PR Newswire ROLLING MEADOWS, Ill., July 21, 2026
Arthur J. Gallagher & Co. Acquires W.N. Tuscano Agency, Inc.
ROLLING MEADOWS, Ill., July 21, 2026 /PRNewswire/ -- Arthur J.
Arthur J. Gallagher & Co (AJG) Stock Up 3.3% and Still Undervalued -- GF Score: 82/100
On July 16, 2026, Arthur J. Gallagher and Co (AJG) shares rose 3.3% today, closing at $255.93. The stock has traded between $190.75 and $316.71 over the past year
Price Targets
Arthur J. Gallagher price target raised to $290 from $270 at Morgan Stanley
$290.00
(was $248.36)
Bob Huang
·
Morgan Stanley
Arthur J. Gallagher price target raised to $300 from $267 at Argus
$300.00
(was $253.31)
Kevin Heal
·
Argus Research
Arthur J. Gallagher price target raised to $270 from $255 at Morgan Stanley
$270.00
(was $247.30)
Morgan Stanley
Arthur J. Gallagher price target raised to $299 from $291 at UBS
$299.00
(was $249.42)
UBS
Arthur J. Gallagher price target raised to $287 from $276 at Piper Sandler
$287.00
(was $256.46)
Paul Newsome
·
Piper Sandler
Arthur J. Gallagher upgraded to Overweight from Neutral at Piper Sandler
$276.00
(was $253.83)
Piper Sandler
Arthur J. Gallagher price target raised to $300 from $260 at RBC Capital
$300.00
(was $256.39)
Rowland Mayor
·
RBC Capital
Arthur J. Gallagher price target raised to $300 from $285 at Cantor Fitzgerald
$300.00
(was $253.00)
Cantor Fitzgerald
Arthur J. Gallagher price target raised to $287 from $261 at Mizuho
$287.00
(was $256.61)
Mizuho Securities
Arthur J. Gallagher price target raised to $291 from $250 at UBS
$291.00
(was $253.52)
Brian Meredith
·
UBS
Arthur J. Gallagher price target raised to $292 from $275 at Barclays
$292.00
(was $249.77)
Alex Scott
·
Barclays
Arthur J. Gallagher price target raised to $255 from $240 at Morgan Stanley
$255.00
(was $252.44)
Bob Huang
·
Morgan Stanley
Arthur J. Gallagher upgraded to Buy from Hold at Jefferies
$265.00
(was $220.14)
Jefferies
Arthur J. Gallagher upgraded to Buy at UBS on margin upside, valuation
$250.00
(was $212.52)
UBS
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