
AJG Stock Forecast & Price Target
AJG Analyst Ratings
Bulls say
Arthur J. Gallagher has demonstrated strong performance metrics, with underlying brokerage adjusted EBITDAC margins expected to expand by 50-70 basis points in 4Q25 and 70 basis points for FY25, indicating a positive trend in profitability. The company has experienced consistent growth in casualty lines, with an 8% increase sustained over the past 12 quarters, reflecting resilience in its core insurance brokerage operations. Furthermore, Gallagher's organic growth rate is notably higher than that of peers like AON, supporting a favorable outlook based on the company's differentiated market position and ongoing demand for its services.
Bears say
Arthur J. Gallagher's financial performance has exhibited weakness, as evidenced by a reported EPS of $2.32, which fell short of both consensus and prior-year estimates. The company experienced lower-than-expected organic growth in its brokerage segment, registering only 4.5% growth compared to estimates of 5.1%, attributed to declining insurable risks and sector-specific challenges. Additionally, the impact of the AssuredPartners acquisition and other non-core items contributed to a slowdown in organic growth, intensifying concerns regarding the company's overall financial outlook.
This aggregate rating is based on analysts' research of Arthur J. Gallagher & Co. and is not a guaranteed prediction by Public.com or investment advice.
AJG Analyst Forecast & Price Prediction
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