Arthur J. Gallagher & Co.

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Very Bullish +85

Gallagher extends Canadian commercial footprint with WMB acquisition

AI-generated analysis

Arthur J. Gallagher & Co. has acquired Wilson M. Beck Insurance Services Inc. (WMB), a commercial insurance brokerage based in Burnaby, British Columbia. This transaction adds a specialized book of business focused on construction, mining, surety bonding, commercial real estate, and hospitality across Western Canada....

Bullish Signals

  • Secured specialist books in construction and mining before market softening.
  • Maintains pricing discipline in high-risk regions with infrastructure activity.
  • Reported 5% organic base commission and fee growth year over year.
  • Achieved 24th consecutive quarter of double-digit adjusted EBITDAC growth.
  • Total revenues reached $4.72 billion in Q1 2026.
2
Bullish +75

Arthur J. Gallagher stock posts strong Q3 growth after earnings

Acquisition Earnings report AI-generated analysis

Arthur J. Gallagher & Co. reported robust third-quarter results driven by growth across its brokerage and risk management segments. Combined revenue before reimbursements rose to $3.93 billion, representing an 18% increase year-over-year, with 5% of that growth attributed to organic expansion. The company successfully closed...

Bullish Signals

  • Revenue grew 18% YoY with strong client retention.
3
Bullish +75

Arthur J. Gallagher stock reports strong Q3 growth and holds outlook

Acquisition Earnings report AI-generated analysis

Arthur J. Gallagher reported robust third-quarter results, driven by an 18% total revenue growth across its Brokerage and Risk Management segments, with 5% organic expansion in the former. Adjusted earnings per share surged to $3.00 from $2.31 a year ago, while adjusted EBITDAC climbed 25%...

Bullish Signals

  • Revenue up 18% Q3 with 5% organic Brokerage growth.

Bearish Signals

  • Acquisition costs reduced GAAP net earnings.
  • Loss of financing income impacts comparability.
4
Bullish +75

Arthur J. Gallagher stock posts strong Q3 growth, keeps 2026 outlook

Dividend Earnings report AI-generated analysis

Arthur J. Gallagher reported robust third-quarter financial performance, delivering an 18 percent year-over-year revenue increase in its combined Brokerage and Risk Management segments. The company's organic growth reached 5 percent for the quarter, while reported net earnings surged to USD 406 million from USD 273...

Bullish Signals

  • Revenue grew 18% YoY in Brokerage and Risk Management segments.
5
Bullish +75

What Arthur J. Gallagher & Co. (AJG) Said on Its Q3 Earnings Call

Acquisition Company update Earnings report AI-generated analysis

Arthur J. Gallagher & Co. (AJG) reported strong third-quarter results driven by an 18% year-over-year increase in combined brokerage and risk management revenue, with 5% organic growth. Net earnings and adjusted EBITDAC both rose 25%, extending a streak of double-digit adjusted EBITDAC growth to 26...

Bullish Signals

  • Combined brokerage revenue rose 18% with 5% organic growth.

Bearish Signals

  • Property insurance renewal premiums fell 6% due to softer pricing.
  • Slower M&A activity from lower valuations impacts acquisition pace.
6
Bullish +75

Gallagher leans on AssuredPartners deal to power Q1 earnings jump

AI-generated analysis

Arthur J. Gallagher & Co. (AJG) reported a significant jump in first-quarter 2026 earnings and revenue, driven largely by the full-year impact of its $13.5 billion acquisition of AssuredPartners, which was completed in August 2025. For the quarter ended March 31, 2026, total company revenues...

Bullish Signals

  • Revenues surged 28% to $4.72B driven by acquisitions.
  • Net earnings jumped to $823M with adjusted net up 19%.
  • Brokerage and risk segments delivered strong organic growth.
  • Adjusted EBITDAC grew for the 24th consecutive quarter.
  • Risk Management fees rose 10% to $407M.
  • Eight acquisitions added $49M annualized revenue via tuck-ins.
  • Growth of 28% far outpaces peer averages.
  • AssuredPartners acquisition added $2.4B revenue and 9,000 employees.

Bearish Signals

  • Revenue growth driven by AssuredPartners acquisition outpaces peer organic expansion.
  • Margins pressured by ended interest income and rising integration spending.
  • Brokers face softening market with global prices down 3% in Q1.
  • Acquisition activity slowed, raising sustainability questions for tuck-in strategy.
  • YoY metrics skewed by one-off items like prior interest income.
  • Medium-term margins depend on realizing synergies from $13.5B deal.
  • Success hinges on retaining producers after large all-cash Aug 2025 deal.
7
Bullish +75

Two-pronged revenue growth strategy lifts Gallagher’s Q1’26 results

AI-generated analysis

Arthur J. Gallagher & Co. reported robust first-quarter 2026 financial results driven by its core brokerage business, which continues to serve as the primary engine for growth. Total revenue reached $4.716 billion, a significant increase from $3.688 billion in the same period last year. This...

Bullish Signals

  • Arthur J. Gallagher reported strong Q1 2026 results with double-digit growth.
  • Total revenues rose to $4.716 billion in Q1 2026.
  • Net earnings increased to $823 million versus prior year.
  • Brokerage segment revenue jumped to $4.293 billion from $3.314 billion.
  • Combined segments achieved 28% revenue growth via organic and acquisitions.

Bearish Signals

  • Corporate results dragged overall performance with a $140M net loss.
  • EBITDAC for corporate ops worsened to negative $91M from prior $122M.
8
Bullish +65

Arthur J. Gallagher & Co. (NYSE:AJG) Stock: Insider Susan Pietrucha ...

Dividend Insider transaction AI-generated analysis

Arthur J. Gallagher & Co. (NYSE: AJG) saw insider Susan Pietrucha sell 15,020 shares on November 9th at an average price of $282.30, reducing her ownership by 47.22% to 16,791 shares valued at approximately $4.74 million. This transaction was disclosed in a filing with the...

Bullish Signals

  • EPS beat consensus at $3.00 vs $2.99.
  • Revenue surged 19.6% YoY to $3.92B.
  • Tidal and Voya significantly increased holdings.
  • Major banks raised targets or maintained buy.
  • Strong balance sheet with debt-to-equity of 0.49.

Bearish Signals

  • Insider Susan Pietrucha sold 15,020 shares, reducing stake by 47.22%.
  • High P/E of 43.25 limits upside if growth slows.
9
Bullish +65

Arthur J. Gallagher stock keeps growth outlook after strong third quarter

Dividend Earnings report AI-generated analysis

Arthur J. Gallagher & Co. reported robust third-quarter results driven by strong performance in its Brokerage and Risk Management operations. The company delivered 5 percent organic growth in the combined segments, with total revenue before reimbursements reaching $3.93 billion, a significant increase from the prior...

Bullish Signals

  • Combined ops grew 5% organically in Q3.
10
Bullish +65

Arthur J. Gallagher & Co. $AJG Shares Bought by NEOS Investment Management LLC - MarketBeat

AI-generated analysis

Arthur J. Gallagher & Co. (AJG) reported strong quarterly financial results, posting earnings per share of $2.84 which exceeded analyst estimates of $2.81. Revenue surged 24.3% year over year to reach $3.95 billion, driven by growth in its core property and casualty insurance brokerage and...

Bullish Signals

  • EPS beat estimates at $2.84.
  • Revenue grew 24.3% YoY to $3.95B.
  • NEOS stake rose 13.8%.
  • Barclays raised target to $292, 'overweight'.
  • Citi raised target to $285, 'buy'.

Bearish Signals

  • Insiders sold $7.3M in shares over three months.
  • Wolfe Research downgraded to peer perform.
11
Bullish +75

Arthur J. Gallagher announces passing of lead independent director ...

AI-generated analysis

Arthur J. Gallagher & Co. announced the passing of David Johnson, its lead independent director who served on the board since 2003 and held the specific role since 2016. Following his death, the company confirmed governance changes to ensure continuity, reducing the board size to...

Bullish Signals

  • Revenue up 28% to $4.76B in Q1 2026.
  • Net earnings hit $823 million for Q1 2026.
  • Brokerage revenue grew organically 5% to $4.29B.
  • Gallagher Bassett risk arm grew 14% total, 10% organic.
  • Nine acquisitions added $60M expected annual revenue.
12
Somewhat Bullish +45

Prospector Partners LLC Sells 41,844 Shares of Arthur J. Gallagher & Co. $AJG - MarketBeat

AI-generated analysis

Arthur J. Gallagher & Co. (AJG) reported solid quarterly results, posting earnings of $4.47 per share, which slightly beat analyst estimates of $4.43. Revenue surged 29% year over year to reach $4.71 billion, with a return on equity of 12.83% and a net margin of...

Bullish Signals

  • EPS $4.47 beat expectations.
  • Revenue surged 29% to $4.71B.
  • Dividend yield reaches 1.3%.
  • Payout ratio is healthy at 45.31%.
  • UBS upgraded stock to 'buy'.

Bearish Signals

  • Prospector Partners reduced stake by 93.1%, selling over 41,000 shares.
  • Piper Sandler lowered price objective to $211 with neutral rating.
  • UBS cut target from $283 to $250, signaling limited upside.
  • Morgan Stanley lowered target to $240 despite overweight rating.
  • Cary sold 3,000 shares for $618,000, dropping position by 5.90%.
  • Stock trades below 200-day moving average of $227.92.
13
Somewhat Bullish +50

AJG Q1 Deep Dive: Organic Growth, M&A, and Margin Pressures Shape Outlook

AI-generated analysis

Arthur J. Gallagher & Co. (AJG) reported first-quarter revenue of $4.76 billion for CY2026, matching Wall Street expectations and representing a 27.8% year-over-year increase. Adjusted earnings per share came in at $4.47, slightly beating the consensus estimate of $4.43. The growth was driven by a...

Bullish Signals

  • Revenue surged 27.8% YoY to $4.76 billion meeting Wall Street expectations.
  • Non-GAAP profit beat estimates at $4.47 per share versus $4.43 consensus.
  • Acquisitions drove 23% revenue growth with AssuredPartners integration contributing significantly.
  • Broader growth spans retail, wholesale, reinsurance, and benefits segments.
  • Robust M&A pipeline holds over 40 term sheets for future acquisitions.
  • Achieved up to $160 million in synergies from AssuredPartners deal by 2026.
  • Core brokerage productivity gains expanded margins by 50 basis points.
  • AI investments improved service and sales hit rates with new tools.

Bearish Signals

  • Operating margins fell from 23.5% to 21.9% despite revenue growth.
  • Growth drivers weaken as insurance rate increases moderate significantly.
  • Further property pricing drops could pressure organic growth by one point.
  • Margins contracted partly due to absent prior-year acquisition investment income.
  • AI and M&A synergies may not fully offset softening market trends.
14
Somewhat Bearish -25

Arthur J. Gallagher stock faces lower FY2026 EPS forecast

Analyst downgrade AI-generated analysis

Arthur J. Gallagher reported mixed third-quarter financial results, with revenue growth failing to meet analyst expectations despite strong year-over-year expansion. The company posted quarterly revenue of $3.92 billion, representing a 19.6% increase from the prior year, but this figure fell short of the $3.98 billion...

Bullish Signals

  • EPS hit $3.00, beating the $2.99 consensus.
  • Revenue grew 19.6% YoY to $3.92B.

Bearish Signals

  • Revenue of $3.92B missed $3.98B forecast.
  • Dowling & PARTN lowered FY2026 EPS guidance to $13.15.
15
Slightly Bullish +20

Arthur J. Gallagher stock faces FY2026 estimate cut

Analyst downgrade Earnings report AI-generated analysis

Arthur J. Gallagher (AJG) reported a mixed quarterly performance with strong revenue growth but a miss on analyst expectations, prompting Dowling & PARTN to lower its FY2026 earnings-per-share forecast. The brokerage and risk management firm posted quarterly EPS of $3.00, narrowly beating the consensus estimate...

Bullish Signals

  • EPS beat at $3.00 vs $2.99 consensus.
  • Revenue grew 19.6% YoY to $3.92 billion.
  • Net margin hit 10.39% with ROE of 13.90%.
  • Analysts maintain Moderate Buy with $292.05 target.

Bearish Signals

  • Revenue of $3.92B missed estimate of $3.98B.
  • Dowling & PARTN lowered FY2026 EPS forecast to $13.15.
  • Analysts adopted cautious positions citing risk-reward concerns.
  • Acquisition strategy faces scrutiny as earnings reassessed.
16
Somewhat Bullish +45

Arthur J. Gallagher & Co (AJG) Shares Surge 4.9% -- What GF Scor - GuruFocus

Market commentary AI-generated analysis

On October 22, 2026, Arthur J. Gallagher & Co (AJG) shares rose 4.9% to trade at $270.98, reflecting a 52-week range between $190.75 and $284.33. The stock is currently trading 21.9% below its GuruFocus GF Valueβ„’ estimate of $347.05, which suggests the company is modestly...

Bullish Signals

  • Stock priced 21.9% below GF Value estimate of $347.05.

Bearish Signals

  • Momentum rank low at 2/10.
  • Financial Strength rated only 4/10.
  • Insiders sold $23.5M net.
17
Somewhat Bullish +42

AJG Stock Forecast & Price Target (2026) - clearank.com

Analyst upgrade AI-generated analysis

As of October 10, 2026, Arthur J. Gallagher & Co. (AJG) trades at $232.70, with Wall Street analysts maintaining a consensus 'Buy' rating and a median price target of $288.50, implying approximately 24% upside potential. The company is projected to deliver strong financial growth, with...

Bullish Signals

  • Analysts project 13.3% EPS growth and 9.00% revenue growth next year.
  • Wall Street 'Buy' rating with $288.50 target vs $232.70 price.

Bearish Signals

  • Insiders sold $47.3M vs $1M buys, signaling moderate sell.
  • High P/E (38.59) and P/S (3.95) pose valuation risk.
18
Slightly Bullish +25

Arthur J. Gallagher stock holds at EUR 202.20 after target cuts

Analyst downgrade AI-generated analysis

Arthur J. Gallagher & Co. (AJG) shares traded flat at EUR 202.20 on September 29, 2026, following a cluster of analyst target cuts driven by cooling insurance pricing dynamics. Despite the stock holding steady intraday, the market reaction focused on downward revisions from major brokerages...

Bullish Signals

  • Q2 adjusted EPS of $2.84 beat consensus by three cents.

Bearish Signals

  • Revenue of $3.95B missed $4.01B forecast.
  • Analyst targets lowered due to cooling insurance pricing.
19
Somewhat Bearish -25

Arthur J. Gallagher stock falls 1.60 percent as targets slip

Analyst downgrade AI-generated analysis

Arthur J. Gallagher & Co. (AJG) shares declined 1.60% to close at $227.40 on September 28, 2026, following a series of analyst target reductions despite a positive earnings beat. The stock's drop was primarily driven by Morgan Stanley cutting its price target from $290.00 to...

Bullish Signals

  • EPS beat estimates by $0.03 at $2.84 per share.
  • Revenue grew 24.30% YoY to $3.95 billion.

Bearish Signals

  • Morgan Stanley cut price target to $285.
  • RBC lowered price target to $290.
  • Revenue of $3.95B missed consensus of $4.01B.
  • Cantor Fitzgerald cites lower growth outlook.
20
Bearish -55

Arthur J. Gallagher stock falls 4 percent before the bell

Analyst downgrade Guidance lowered AI-generated analysis

Arthur J. Gallagher & Co. (NYSE: AJG) shares declined by 4 percent to close at USD 229.64 on September 24, 2026, significantly outperforming the broader market decline of the S&P 500 which slipped only 0.02 percent. The stock has experienced a notable 52-week decline of...

Bearish Signals

  • 2026 organic growth outlook lowered from 5.5% to 5%.
  • KBW cut price target to USD 250 due to slower brokerage growth.
  • Wells Fargo lowered price target to USD 291 after investor update.
  • Stock fell 4%, outperforming S&P 500 decline of 0.02%.