
AJG Stock Forecast & Price Target
AJG Analyst Ratings
Bulls say
Arthur J. Gallagher is experiencing an anticipated expansion in underlying brokerage adjusted EBITDAC margins, which are expected to increase by 50-70 basis points in the fourth quarter of 2025 and 70 basis points for the full fiscal year 2025. The company has demonstrated consistent growth across multiple insurance lines, particularly in casualty lines, which have risen by 8% over the past twelve quarters, indicating a robust domestic market. Updated earnings projections for 2025 through 2027 reflect an overall positive financial trajectory, with EPS estimates revised upward to $11.05 for 2025, alongside expectations of strong reinsurance brokerage growth and favorable foreign exchange effects.
Bears say
Arthur J. Gallagher reported an earnings per share (EPS) of $2.32, which fell short of both consensus and prior year expectations, highlighting a concerning decline in top-line revenue and margins within the brokerage segment. The company's organic growth was lower than anticipated at 4.5%, compared to estimates of 5.1%, indicating a slowdown exacerbated by declining insurable risks and economic weakness. Additionally, projections for future organic growth in both the Risk Management and Brokerage segments have been adjusted downward, reflecting expectations of decelerating pricing tailwinds in the property and casualty (P&C) market.
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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