What Are Wall Street Analysts’ Target Price for Arthur J. Gallagher Stock?
Rolling Meadows, Illinois-based Arthur J. Gallagher & Co. (AJG) is a global insurance company that provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services to entities and individuals. Valued at a market cap of $86.6 billion, the company operates in Brokerage and Risk Management segments.
Shares of AJG have notably outpaced the broader market over the past 52 weeks. AJG has soared 34.7% over this time frame, while the broader S&P 500 Index ($SPX) has gained 10.2%. Moreover, shares of AJG are up 19.1% on a YTD basis, compared to SPX’s 1.3% dip.
Zooming in further, Arthur J. Gallagher has also outperformed the Financial Select Sector SPDR ETF Fund’s (XLF) 21% return over the past 52 weeks and 3.6% rise on a YTD basis.
Arthur J. Gallagher’s stock surged 4.2% following the release of its Q1 2025 earnings on May 1. Quarterly revenue rose 14.5% year-over-year to $3.7 billion. Its adjusted EBITDAC increased 24.4% from the prior-year quarter to $1.4 billion, with an adjusted EBITDAC margin of 41.1%. Adjusted EPS came in at $3.67, marking a 6.4% increase from the year-ago quarter and surpassing the consensus estimate by 2.8%.
For the fiscal year ending in December 2025, analysts expect AJG’s adjusted EPS to increase 10.7% year-over-year to $11.17. The company's earnings surprise history is strong. It beat or met the consensus estimates in the past four quarters.
Among the 18 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on nine “Strong Buy” ratings, eight “Holds,” and one “Strong Sell.”
On May 2, Keefe Bruyette & Woods analyst Meyer Shields raised AJG's price target to $315 while maintaining a “Market Perform” rating on the stock.
As of writing, Arthur J. Gallagher is trading slightly below the mean price target of $342.73. The Street-high price target of $388 implies a potential upside of 14.8% from the current price levels.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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