Arthur J. Gallagher & Co.

(New York Stock Exchange)
Somewhat Bullish +42

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

πŸ“ˆ Wall Street analysts maintain a 'Buy' rating for AJG with a median price target of $288.50, indicating significant upside from the current trading price.

πŸ“Š Analysts project robust financial expansion with EPS growth of 13.3% and revenue growth of 9.00% expected for the coming year.

πŸ“‰ Insider trading data reveals a 'Moderate Sell Signal' with net insider sales of $47.3 million, contrasting with the bullish analyst consensus.

πŸ’° Valuation metrics show AJG trading at a P/E ratio of 38.59 and P/S ratio of 3.95, which are significantly higher than sector medians.

πŸ“‰ Technical analysis indicates the stock is currently trading below its 50-day average of $246.90 with an RSI of 45 in neutral territory.

πŸ“ˆ Historical backtesting shows a $10,000 investment in AJG since October 2016 grew to $46,052, outperforming the S&P 500 benchmark which reached $36,018.

Bullish Signals
  • Analysts project strong earnings per share growth of 13.3% and revenue growth of 9.00% for the next year, suggesting continued business expansion.
  • Wall Street consensus maintains a 'Buy' rating with a median price target of $288.50, indicating significant upside potential from the current price of $232.70.
Risk Factors
  • Insiders have demonstrated a 'Moderate Sell Signal' activity with total sales of $47.3 million compared to only $1 million in purchases.
  • The company's P/E ratio of 38.59 and P/S ratio of 3.95 are significantly higher than sector medians, posing a risk if growth expectations are not met.
Full 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 earnings per share expected to rise by 13.3% and revenue increasing by 9.00% over the next year, reflecting continued business expansion in its core insurance brokerage operations. Despite the bullish analyst consensus, insider trading activity presents a contrasting signal, as insiders have demonstrated a 'Moderate Sell Signal' with net sales of $47.3 million against only $1 million in purchases. Valuation metrics further highlight potential risks, with AJG trading at a P/E ratio of 38.59 and a P/S ratio of 3.95, figures that are significantly higher than sector medians and suggest the stock is priced for high growth that must be realized to justify current levels. Long-term performance data indicates strong historical outperformance relative to the broader market, with a $10,000 investment in AJG since October 2016 growing to approximately $46,052 compared to $36,018 for the S&P 500. However, technical indicators show the current price is below its 50-day average of $246.90 with an RSI of 45 in neutral territory, suggesting the stock may be consolidating before a potential move toward analyst targets.