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AJGAJGFinancial Services · Insurance Brokers

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

Last close, 3 Sept 2026
$267
+0.83% on the day

The 22 Wall Street analysts covering Arthur J. Gallagher & Co. hold a median 12-month price target of $289 — +8.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 20 of 100 as at 2 Sept 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
$67.2B
Ticker Nerd rank
20 / 100
Median analyst target
$289
Analysts covering
22
Revenue$4.0B+24.3% y/y
Operating income$588.0M
Net income$324.0M
Free cash flow−$41.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+2.5%
1M
+7.6%
YTD
+3.7%
1Y
−11.2%
From 52W high
−13.3%
From 52W low
+39.3%
$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 2 Sept 2026
20 / 100

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

Volatility
76
Growth
61
Revisions
55
Issuance
43
Accruals
42
Quality
31
Momentum
27
Value
8
Size
4

Volatility (76): 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 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 $289Low $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.

Data provided by Twelve Data

What Wall Street says22 analysts
16 Buy6 Hold0 Sell
Low $250Median $289High $388

The green dot is the last close — the median target sits +8.2% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 10 moved their price target up and 1 moved it down.

DateFirmActionRatingTarget
19 Aug 2026Morgan StanleyMaintainsOverweight$270 → $290
17 Aug 2026Argus ResearchMaintainsBuy$267 → $300
4 Aug 2026CitigroupMaintainsBuy—
4 Aug 2026CitigroupMaintainsBuy$250 → $285
3 Aug 2026UBSMaintainsBuy—
3 Aug 2026UBSMaintainsBuy$291 → $299
3 Aug 2026Wells FargoMaintainsOverweight$299 → $296
3 Aug 2026Wells FargoMaintainsOverweight—
31 July 2026Keefe, Bruyette & WoodsMaintainsMarket Perform—
31 July 2026Keefe, Bruyette & WoodsMaintainsMarket Perform$261 → $271
31 July 2026MizuhoMaintainsOutperform—
31 July 2026MizuhoMaintainsOutperform$287 → $300
31 July 2026Piper SandlerMaintainsOverweight—
31 July 2026Piper SandlerMaintainsOverweight$276 → $287
31 July 2026RBC CapitalMaintainsOutperform—
31 July 2026RBC CapitalMaintainsOutperform$300 → $310
31 July 2026Truist SecuritiesMaintainsHold—
31 July 2026Truist SecuritiesMaintainsHold$225 → $265
15 July 2026Piper SandlerUpgradeOverweight$225 → $276
15 July 2026Piper SandlerUpgradeOverweight—

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.

Performance

AJG vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 3 Sept 2026, Arthur J. Gallagher & Co. returned −11.2% against +21.4% for the S&P 500, dividends included.

AJG vs S&P 500, last 12 monthsTotal return, rebased to 100
60708090100110120Oct 25Jan 26Apr 26Jul 26AJGS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

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
−0.6%
Analysts raising
8
Analysts cutting
5
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
43.4×

Cheaper than 17% of US stocks

Price / sales
4.4×

Cheaper than 28% of US stocks

Price / book
2.8×

Cheaper than 36% of US stocks

EV / EBITDA
18.6×

Cheaper than 17% of US stocks

Growth & margins
Revenue growth (YoY)
30.9%

Higher than 79% of US stocks

Earnings growth (YoY)
−12.0%

Higher than 25% 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 24% of US dividend payers

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

Key statistics

Arthur J. Gallagher & Co. (AJG) statistics: revenue, profit & scale

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 $67.2B and an enterprise value of $79.9B.

  • 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.

  • Shares outstanding: 256.3M.

  • Trailing P/E: 43.4×; forward P/E: 17.6× — 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.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 3 Sept 2026

Data provided by Twelve Data

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.$67.2B
20
AONAon plc$70.9B
51
MRSHMarsh & McLennan Cos., Inc.$92.0B
57
WTWWillis Towers Watson plc$31.8B
53
BROBrown & Brown, Inc.$24.4B
20
ERIEErie Indemnity Co.$12.0B
25
RYANRyan Specialty Holdings, Inc.$11.2B
58

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

Arthur J. Gallagher & Co. to Host Regularly Scheduled Quarterly Investor Meeting with Management

PRNewsWire · 3 Sept 2026neutral

Arthur J. Gallagher & Co. announced it will host its regularly scheduled quarterly investor meeting with management, starting from the company's headquarters in Rolling Meadows, Illinois. The announcement provides the date and location for the upcoming investor call.

Why it matters — AJG watchers would care as this quarterly investor meeting is a scheduled opportunity for management to communicate the company's latest results and outlook directly to investors.

3 Insurance Brokerage Stocks Find New Growth Drivers as Rates Fade

Zacks Investment Research · 2 Sept 2026positive

Zacks reports that organic growth for insurance brokerage stocks, including AJG, WTW and AON, remains resilient as softer insurance pricing shifts the industry's focus toward underlying business activity as a growth driver.

Why it matters — AJG watchers would care because the report suggests the company's organic growth outlook is holding up even as insurance rate increases moderate.

AJG's Organic Growth Resilience Supports Long-Term Expansion

Zacks Investment Research · 24 Aug 2026positive

Zacks Investment Research highlights Arthur J. Gallagher's durable organic growth, margin expansion, and the AssuredPartners integration as supporting its outlook even as insurance pricing moderates.

Why it matters — AJG watchers would care because the report points to continued organic growth and integration-driven expansion as a foundation for the company's long-term trajectory.

16% And Climbing, Why Fundamentals Matter: Arthur J. Gallagher

Seeking Alpha · 21 Aug 2026positive

Seeking Alpha reports on Arthur J. Gallagher's Q2 2026 results, with revenue growing 24.4% to $3.96B and adjusted EPS up 23.5% to $2.84, driven by acquisitions and 6% organic growth. The article highlights strong fundamentals and disciplined M&A as validating its long-term investment thesis.

Why it matters — AJG watchers would track this item as it comes directly from an analyst that rates the firm a Buy, offering perspective on the company's organic growth and acquisition strategy as key drivers of its recent financial performance.

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.

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 $289, 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. 20 out of 100 across roughly 4,600 US stocks as at 2 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AJG?

As at 2 Sept 2026, Arthur J. Gallagher & Co. ranks 20 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 (76 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 +8.2% from the last close, and Ticker Nerd's factor model ranks Arthur J. Gallagher & Co. 20 out of 100 as at 2 Sept 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 -11.2% over the 12 months to 3 Sept 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 (PRNewsWire, 3 Sept 2026): "Arthur J. Gallagher & Co. to Host Regularly Scheduled Quarterly Investor Meeting with Management". Arthur J. Gallagher & Co. announced it will host its regularly scheduled quarterly investor meeting with management, starting from the company's headquarters in Rolling Meadows, Illinois. The announcement provides the date and location for the upcoming investor call.

Company

About Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co. is a global insurance brokerage, risk management, and consulting company that helps businesses and organizations structure and administer property and casualty insurance programs. Arthur J. Gallagher & Co. serves clients across commercial, industrial, public sector, nonprofit, and underwriting markets through retail and wholesale brokerage, reinsurance placement, and specialty coverage distribution. The company also provides claims settlement and administration, loss control consulting, risk control services, and insurance property appraisal support, making it a broad service provider in the insurance value chain. In addition, Arthur J. Gallagher & Co. offers employee benefits, human resources, and retirement consulting services, giving clients integrated support across insurance and workforce-related needs. With operations serving customers in many countries, Arthur J. Gallagher & Co. plays an important role in connecting insurers, brokers, and organizations seeking tailored coverage and risk management solutions.

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