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AJG Stock Forecast: Arthur J. Gallagher & Co. Price Predictions for 2026-2027

Last close, 14 Aug 2026
$251
−0.90% on the day

The 22 Wall Street analysts covering Arthur J. Gallagher & Co. hold a median 12-month price target of $286 — +13.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 15 of 100 as at 13 Aug 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$65.5B
Ticker Nerd rank
15 / 100
Median analyst target
$286
Analysts covering
22
Total return, dividends reinvested
1W
+1.2%
1M
−1.0%
YTD
−2.3%
1Y
−13.4%
From 52W high
−18.4%
From 52W low
+31.3%
$191
$308
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

AJG stock analysis: one number for the whole business

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.

Where the model ranks itAs at 13 Aug 2026
15 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Growth
61
Revisions
52
Issuance
44
Volatility
43
Accruals
42
Quality
32
Momentum
21
Value
9
Size
4

Growth (61): Sales and profits are climbing, and climbing faster than before.

Value (9): 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 quant trader with fourteen years in markets.

Wall Street

AJG stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on AJG, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$200$250$300$350$400Oct 25Jan 26Apr 26Jul 26AJGHigh $388Median $286Low $250

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

What Wall Street says22 analysts
16 Buy6 Hold0 Sell
Low $250Median $286High $388

The green dot is the last close — the median target sits +13.8% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 13 moved their price target up and 1 moved it down.

DateFirmActionRatingTarget
4 Aug 2026CitigroupMaintainsBuy$250 → $285
3 Aug 2026UBSMaintainsBuy$291 → $299
3 Aug 2026Wells FargoMaintainsOverweight$299 → $296
31 July 2026Keefe, Bruyette & WoodsMaintainsMarket Perform$261 → $271
31 July 2026MizuhoMaintainsOutperform$287 → $300
31 July 2026Piper SandlerMaintainsOverweight$276 → $287
31 July 2026RBC CapitalMaintainsOutperform$300 → $310
31 July 2026Truist SecuritiesMaintainsHold$225 → $265
15 July 2026Piper SandlerUpgradeOverweight$225 → $276
15 July 2026Piper SandlerUpgradeOverweight—
13 July 2026RBC CapitalMaintainsOutperform—
13 July 2026RBC CapitalMaintainsOutperform$260 → $300
9 July 2026Cantor FitzgeraldMaintainsNeutral—
9 July 2026Cantor FitzgeraldMaintainsNeutral$285 → $300
9 July 2026MizuhoMaintainsOutperform—
9 July 2026MizuhoMaintainsOutperform$261 → $287
9 July 2026Wells FargoMaintainsOverweight$271 → $299
9 July 2026Wells FargoMaintainsOverweight—
8 July 2026Keefe, Bruyette & WoodsMaintainsMarket Perform$242 → $261
8 July 2026Keefe, Bruyette & WoodsMaintainsMarket Perform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AJG appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Estimates

AJG analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−0.4%
Analysts raising
3
Analysts cutting
16
Fundamentals

Arthur J. Gallagher & Co. (AJG) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
42.0×

Cheaper than 19% of US stocks

Price / sales
4.3×

Cheaper than 30% of US stocks

Price / book
2.8×

Cheaper than 37% of US stocks

EV / EBITDA
18.2×

Cheaper than 18% of US stocks

Growth & margins
Revenue growth (YoY)
30.9%

Higher than 79% of US stocks

Earnings growth (YoY)
−12.0%

Higher than 24% of US stocks

Gross margin
40.6%

Higher than 51% of US stocks

Operating margin
19.2%

Higher than 78% of US stocks

Net margin
10.4%

Higher than 71% of US stocks

Returns & dividend
Return on equity
6.7%

Higher than 56% of US stocks

Return on assets
2.3%

Higher than 61% of US stocks

Dividend yield
1.1%

Higher than 26% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Peers

AJG vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelInsurance Brokers
CompanyMarket capTKN rank
AJGArthur J. Gallagher & Co.$65.5B
15
AONAon plc$76.5B
53
MRSHMarsh & McLennan Cos., Inc.$92.4B
54
WTWWillis Towers Watson plc$31.5B
50
BROBrown & Brown, Inc.$24.3B
17
ERIEErie Indemnity Co.$11.9B
22
NPNeptune Insurance Holdings, Inc.$4.4B
3

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 →

News

Latest AJG news & analysis

4 Stocks to Watch From the Thriving Insurance Brokerage Industry

Zacks Investment Research · 13 Aug 2026positive

Zacks Investment Research highlighted Arthur J. Gallagher & Co. (AJG) among four insurance brokerage stocks positioned to benefit from rising demand for insurance products, strategic acquisitions, and technology adoption.

Why it matters — AJG watchers would note the positive industry backdrop and the company's inclusion among stocks that analysts expect to thrive in the current environment.

Rising Healthcare Costs Push Employers Toward Greater Benefits Oversight

PRNewsWire · 12 Aug 2026neutral

Gallagher's 2026 US Benefits Benchmarks report shows employers are adopting stronger governance, analytics, and vendor oversight to manage rising healthcare costs and regulatory complexity.

Why it matters — This highlights Gallagher's thought leadership and consultative role in helping employers navigate benefits challenges, reinforcing its relevance in the employee benefits market.

Arthur J. Gallagher & Co. Acquires Apollo Insurance Solutions Ltd.

PRNewsWire · 5 Aug 2026positive

Arthur J. Gallagher & Co. announced the acquisition of Apollo Insurance Solutions Ltd. The announcement was issued via PRNewswire from Rolling Meadows, Illinois, dated August 5, 2026.

Why it matters — An AJG watcher would care because the acquisition expands Arthur J. Gallagher & Co.'s business by adding Apollo Insurance Solutions Ltd. to its operations.

AJG Q2 Earnings Meet Estimates, Revenues Miss on Higher Expenses

Zacks Investment Research · 31 July 2026neutral

Arthur J. Gallagher matched Q2 earnings estimates, with strong organic growth and acquisitions offsetting higher expenses and lower interest income, though revenues missed estimates.

Why it matters — The result shows that while AJG's revenue fell short of expectations due to rising costs and lower interest income, the company's core growth drivers remain strong enough to meet profit targets.

Arthur J. Gallagher Analysts Boost Their Forecasts After Q2 Earnings

Benzinga · 31 July 2026positive

Arthur J. Gallagher & Co. reported upbeat second-quarter earnings on Thursday, leading analysts to boost their forecasts for the company.

Why it matters — A Gallagher watcher would care because stronger-than-expected quarterly results prompted analysts to raise their expectations, signaling improved sentiment around the company's near-term outlook.

FAQ

Frequently asked questions about AJG stock

What is the AJG stock price forecast for 2026-2027?

The 22 Wall Street analysts covering Arthur J. Gallagher & Co. have a median 12-month price target of $286, with estimates ranging from $250 to $388. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is AJG stock a buy right now?

Of the 22 analysts covering Arthur J. Gallagher & Co., 16 rate it a Buy, 6 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Arthur J. Gallagher & Co. 15 out of 100 across roughly 4,600 US stocks as at 13 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AJG?

As at 13 Aug 2026, Arthur J. Gallagher & Co. ranks 15 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 Growth (61 of 100).

Will AJG stock go up?

No one can know that. What the data says: the median 12-month target from 22 analysts implies +13.8% from the last close, and Ticker Nerd's factor model ranks Arthur J. Gallagher & Co. 15 out of 100 as at 13 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the AJG stock forecast for 2030?

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: $250 to $388 over the next 12 months.

How has AJG stock performed over the past year?

Arthur J. Gallagher & Co. returned -13.4% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Arthur J. Gallagher & Co. do?

Arthur J. Gallagher & Co.

What is the latest news on AJG?

The most recent item we track (Zacks Investment Research, 13 Aug 2026): "4 Stocks to Watch From the Thriving Insurance Brokerage Industry". Zacks Investment Research highlighted Arthur J. Gallagher & Co. (AJG) among four insurance brokerage stocks positioned to benefit from rising demand for insurance products, strategic acquisitions, and technology adoption.

Company

About Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co. is a global insurance brokerage and risk management company headquartered in Rolling Meadows, Illinois, founded in 1927. The firm specializes in arranging commercial insurance coverage, with a particular focus on serving middle-market businesses across diverse industries. Its core activities include insurance brokerage, reinsurance brokerage, and a broad suite of consulting services related to risk, benefits, and human capital. Through its risk management segment, Arthur J. Gallagher & Co. provides third-party claims settlement and administration for organizations that self-insure, helping clients manage losses, control costs, and navigate complex regulatory environments. The company operates internationally, generating a significant portion of its business from markets such as Australia, Canada, New Zealand, and the United Kingdom, in addition to its U.S. presence. By combining sector-specific expertise, advisory capabilities, and claims administration, Arthur J. Gallagher & Co. plays a central role in connecting corporate, public, and institutional clients with tailored insurance and risk management solutions in the global financial services ecosystem.

CEO Mr. J. Patrick Gallagher Jr. · 67,456 employees · United States · https://www.ajg.com