
AJG Stock Forecast & Price Target
AJG Analyst Ratings
Bulls say
Arthur J. Gallagher demonstrates a positive financial outlook, with an underlying brokerage adjusted EBITDAC margin expected to expand by 50-70 basis points in both 4Q25 and FY25. The company has maintained a strong organic revenue growth rate, projecting a FY25 growth of 6.5%, supported by consistent increases in casualty lines and personal lines over the past 12 quarters. Furthermore, Gallagher's earnings per share estimates for 2025, 2026, and 2027 reflect upward revisions, indicating confidence in the company's performance and operational efficiency moving forward.
Bears say
Arthur J. Gallagher reported earnings per share (EPS) of $2.32, missing the consensus estimate of $2.47, due to lower-than-expected revenue and margins in its brokerage segment. Organic growth for the brokerage was only 4.5%, falling short of the projected 5.1% and reflecting a decline from the previous year's 6.1%, attributed to economic weakness and sector-specific challenges. Additionally, forecasts for future organic growth rates in the Risk Management segment have also been revised downward, indicating a less optimistic outlook that could negatively impact the company's premium valuation.
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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