
AJG Stock Forecast & Price Target
AJG Analyst Ratings
Bulls say
Arthur J. Gallagher's outlook is strengthened by anticipated organic growth for 2026, expected to align with the robust performance of 2025, particularly within the reinsurance brokerage sector. The company's earnings projections have been adjusted upwards for 2025 through 2027, with estimated earnings per share (EPS) increasing to $11.05, $13.70, and $15.00, respectively, due to improvements in foreign exchange conditions and higher brokerage EBITDAC margins. Furthermore, the belief that core loss ratios for many underwriters will improve year-over-year in 2025 indicates a favorable landscape for Gallagher, enhancing the potential for sustained financial performance.
Bears say
Arthur J. Gallagher's forecasted organic growth rates for both its Risk Management and Brokerage segments have been adjusted downward, with the 2025 estimates now projected at 6.2%, reflecting expectations of decelerating pricing tailwinds in the property and casualty (P&C) insurance market. The reduced growth expectations for 2025 are slightly below management's guidance and suggest a troubling trend in overall revenue performance, as growth rates for 2026 and 2027 are anticipated to remain only marginally higher at 7.0% and 5.8%, respectively. The potential volatility in earnings per share (EPS) estimates implies that fluctuations could significantly impact stock prices, indicating an uncertain financial outlook for the company going forward.
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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