Arthur J. Gallagher & Co.

(New York Stock Exchange)
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Bullish +75

Arthur J Gallagher & Co (AJG) Gets a Buy from Wells Fargo

AI-generated analysis

πŸ“ˆ Wells Fargo analyst Elyse Greenspan maintained a Buy rating on Arthur J Gallagher & Co (AJG) with a price target of $271.00.

πŸ’° AJG shares closed at $203.96, implying significant upside from the current trading price to the new analyst target.

πŸ“Š The company reported quarterly revenue of $4.76 billion and net profit of $822 million for the quarter ending March 31.

πŸ“ˆ Revenue grew from $3.73 billion last year, while net profit increased from $704.4 million in the same period.

πŸ‘₯ Corporate insider sentiment is negative due to increased selling activity among 77 insiders over the past quarter.

πŸ’Έ VP Christopher E Mead recently sold 4,000 shares for a total of $908,440 in March 2026.

πŸ“‰ The general street consensus suggests a Moderate Buy rating with an average price target of $263.00.

πŸ” Morgan Stanley previously maintained a Buy rating on the stock with a price target of $240.00.

⭐ Analyst Elyse Greenspan holds a 4-star rating with a 56.00% success rate and covers the Financial sector.

🏒 AJG recently acquired Twin Elms, McKee Risk Management, and Mays Brown Solicitors according to recent headlines.

πŸ—³οΈ Stockholders have backed the board, executive pay, and auditor in recent corporate governance matters.

Bullish Signals
  • Wells Fargo analyst Elyse Greenspan maintained a Buy rating on Arthur J Gallagher & Co (AJG) with a price target of $271.00, implying significant upside potential from the recent closing price of $203.96.
  • The Street consensus suggests a Moderate Buy rating for AJG with an average price target of $263.00, indicating approximately 28.95% upside from current levels.
  • Morgan Stanley maintained a Buy rating on the stock with a price target of $240.00, reinforcing positive analyst sentiment despite recent corporate news.
  • The company reported strong quarterly revenue growth, increasing from $3.73 billion last year to $4.76 billion for the quarter ending March 31.
  • Net profit demonstrated robust expansion, rising from $704.4 million in the prior year to $822 million in the most recent quarter.
Risk Factors
  • Corporate insider sentiment is negative on the stock, with an increase of insiders selling their shares over the past quarter.
  • In March 2026, Christopher E Mead, the VP of AJG sold 4,000.00 shares for a total of $908,440.00.
  • Morgan Stanley lowered its price target on Arthur J Gallagher & Co from $265 to $240.
Full Analysis
Wells Fargo analyst Elyse Greenspan maintained a Buy rating on Arthur J Gallagher & Co (AJG) with a price target of $271, following the company's recent earnings release for the quarter ending March 31. The report highlights that AJG reported quarterly revenue of $4.76 billion and net profit of $822 million, representing significant growth from the prior year's figures of $3.73 billion in revenue and $704.4 million in net profit. This positive analyst sentiment aligns with a broader street consensus suggesting a Moderate Buy rating for AJG, with an average price target of $263 implying approximately 29% upside from current levels. Morgan Stanley also recently maintained a Buy rating on the stock with a price target of $240. Despite the bullish analyst outlook, corporate insider sentiment remains negative as data from TipRanks indicates increased selling activity among AJG's 77 insiders over the past quarter. Specifically, VP Christopher E Mead sold 4,000 shares in March for a total value of $908,440, contributing to the overall negative insider flow relative to earlier in the year. The article also notes recent corporate developments including acquisitions of Twin Elms and McKee Risk Management, as well as Mays Brown Solicitors, though specific terms were not disclosed.