AJGFinancial Services · Insurance BrokersThe 23 Wall Street analysts covering Arthur J. Gallagher & Co. hold a median 12-month price target of $282 — +5.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 17 of 100 as at 28 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Arthur J. Gallagher & Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (75): The share price has been relatively steady.
Value (8): The shares cost a lot relative to the profits and assets behind them.
Size (4): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on AJG, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +5.1% from it.
Of the 20 most recent actions, 4 moved their price target up and 8 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 12 Oct 2026 | Wells Fargo | Maintains | Overweight | $291 → $284 |
| 7 Oct 2026 | Cantor Fitzgerald | Maintains | Neutral | $300 → $280 |
| 7 Oct 2026 | Mizuho | Maintains | Outperform | $292 → $271 |
| 6 Oct 2026 | Morgan Stanley | Maintains | Overweight | $285 → $260 |
| 25 Sept 2026 | Morgan Stanley | Maintains | Overweight | $290 → $285 |
| 25 Sept 2026 | Morgan Stanley | Maintains | Overweight | — |
| 24 Sept 2026 | RBC Capital | Maintains | Outperform | $310 → $290 |
| 24 Sept 2026 | RBC Capital | Maintains | Outperform | — |
| 24 Sept 2026 | Wells Fargo | Maintains | Overweight | $296 → $291 |
| 24 Sept 2026 | Wells Fargo | Maintains | Overweight | — |
| 16 Sept 2026 | Mizuho | Maintains | Outperform | — |
| 16 Sept 2026 | Mizuho | Maintains | Outperform | $300 → $292 |
| 19 Aug 2026 | Morgan Stanley | Maintains | Overweight | — |
| 19 Aug 2026 | Morgan Stanley | Maintains | Overweight | $270 → $290 |
| 17 Aug 2026 | Argus Research | Maintains | Buy | $267 → $300 |
| 17 Aug 2026 | Argus Research | Maintains | Buy | — |
| 4 Aug 2026 | Citigroup | Maintains | Buy | $250 → $285 |
| 4 Aug 2026 | Citigroup | Maintains | Buy | — |
| 3 Aug 2026 | UBS | Maintains | Buy | $291 → $299 |
| 3 Aug 2026 | UBS | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
AJG appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 29 Oct 2026, Arthur J. Gallagher & Co. returned +3.6% against +13.6% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 17% of US stocks
Cheaper than 26% of US stocks
Cheaper than 32% of US stocks
Cheaper than 17% of US stocks
Higher than 78% of US stocks
Higher than 25% of US stocks
Higher than 50% of US stocks
Higher than 78% of US stocks
Higher than 71% of US stocks
Higher than 56% of US stocks
Higher than 61% of US stocks
Higher than 71% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Arthur J. Gallagher & Co. has a market value of $66.4B and an enterprise value of $79.1B.
Revenue in the twelve months to 30 June 2026: $15.8B. The latest quarter grew 30.9% year on year.
Net income over the same four quarters: $1.6B, a 10.0% net margin.
Diluted earnings per share, trailing twelve months: $6.03.
Free cash flow in the twelve months to 30 June 2026: $2.3B, after $164.0M of capital spending.
Arthur J. Gallagher & Co. spent $693.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 43.4×; forward P/E: 17.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.07%, paying out 45% of earnings.
Arthur J. Gallagher & Co. employs 67,456 people — $234K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Arthur J. Gallagher & Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Arthur J. Gallagher reported quarterly earnings of $3 per share, below the Zacks Consensus Estimate of $3.01. Earnings were $2.32 per share a year earlier.
Why it matters — AJG watchers may note the slight earnings shortfall against consensus alongside higher earnings than a year ago.
Arthur J. Gallagher & Co. announced its third-quarter 2026 financial results on October 29, 2026.
Why it matters — The announcement provides AJG watchers with the company’s quarterly financial update, though the supplied excerpt contains no results details.
Zacks Investment Research previewed third-quarter earnings reports for insurance brokers Ryan Specialty (RYAN), Arthur J. Gallagher & Co. (AJG) and Willis Towers Watson (WTW), scheduled for Oct. 29.
Why it matters — AJG watchers can note that the company is included among three brokers highlighted ahead of the scheduled earnings reports.
Arthur J. Gallagher & Co. announced its regular fourth-quarter dividend. The excerpt provides no further details.
Why it matters — AJG watchers may note the company’s announcement of a regular quarterly dividend.
Zacks Investment Research examines Arthur J. Gallagher’s expected performance for the quarter ended September 2026, looking beyond Wall Street’s conventional earnings and revenue estimates to key metrics.
Why it matters — The article may help AJG watchers assess the company’s quarterly outlook using metrics beyond headline estimates.
The 23 Wall Street analysts covering Arthur J. Gallagher & Co. have a median 12-month price target of $282, with estimates ranging from $242 to $388. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 23 analysts covering Arthur J. Gallagher & Co., 16 rate it a Buy, 7 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Arthur J. Gallagher & Co. 17 out of 100 across roughly 4,600 US stocks as at 28 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 28 Oct 2026, Arthur J. Gallagher & Co. ranks 17 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (75 of 100).
No one can know that. What the data says: the median 12-month target from 23 analysts implies +5.1% from the last close, and Ticker Nerd's factor model ranks Arthur J. Gallagher & Co. 17 out of 100 as at 28 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Arthur J. Gallagher & Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AJG are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $242 to $388 over the next 12 months.
Arthur J. Gallagher & Co. returned +3.6% over the 12 months to 29 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Arthur J. Gallagher & Co.
The most recent item we track (Zacks Investment Research, 29 Oct 2026): "Arthur J. Gallagher (AJG) Misses Q3 Earnings and Revenue Estimates". Arthur J. Gallagher reported quarterly earnings of $3 per share, below the Zacks Consensus Estimate of $3.01. Earnings were $2.32 per share a year earlier.
Arthur J. Gallagher & Co. is an international insurance brokerage, risk management, and consulting company that serves corporations, public entities, nonprofit organizations, and individuals. Arthur J. Gallagher & Co. provides retail and wholesale insurance brokerage, reinsurance brokerage, employee benefits support, and third-party claims administration, helping clients place specialized coverage and manage complex risk exposures. Its services also include loss control consulting, risk control, property appraisal, claims settlement, and information management. The company operates through Brokerage and Risk Management segments, supported by a broad network of brokers and consultants across global markets. Arthur J. Gallagher & Co. plays a significant role in the insurance value chain by connecting clients with underwriting markets and delivering tailored programs for property, casualty, and benefits-related needs. Headquartered in Rolling Meadows, Illinois, Arthur J. Gallagher & Co. is widely recognized for its diversified service model and international reach.
CEO Mr. J. Patrick Gallagher Jr. · 67,456 employees · United States · https://www.ajg.com
