Arthur J. Gallagher is a fast-growing insurance broker (26% YoY growth) with strong momentum and positive news sentiment, but the stock trades above the analyst target at a rich 18.7x forward earnings.
Thesis pillars
- Strong Growth Profile↑Improving
- Price Above Analyst Target→Stable
- Rich Valuation↓Deteriorating
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Nov 1, 2026, based on the 10-K filed Feb 17, 2026
Arthur J. Gallagher & Co. (AJG) Stock Analysis
Financial Services · Insurance Brokers
Hold if already holding. Not a fresh buy at $288.38, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.5% away).
Arthur J. Gallagher & Co. provides insurance brokerage, reinsurance brokerage (via Gallagher Re), and third-party claims administration globally, with brokerage at 87% of 2025 revenues. Fees and commissions are earned by placing coverage for commercial and nonprofit clients... Read more
Hold if already holding. Not a fresh buy at $288.38, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.5% away). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 5.9/10, moderate confidence.
Passes 5/7 gates (positive momentum, clean insider activity, earnings proximity 84d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Recent developments
updated Nov 4, 2026Recent Developments — Arthur J. Gallagher & Co.
Latest news
- NEWS Gallagher Re Structures Insurance Coverage for New UN Disaster Relief Scheme — fiscal.ai Nov 4, 2026 neutral
- NEWS Arthur J. Gallagher & Co (AJG) Declares Quarterly Dividend of $0 - GuruFocus — GuruFocus Oct 28, 2026 positive
- NEWS Arthur J. Gallagher & Co. Announces Regular Fourth Quarter Dividend - TradingView — TradingView Oct 27, 2026 positive
- NEWS Arthur J. Gallagher & Co. $AJG Stock Acquired by Evergreen Capital Management LLC - MarketBeat — MarketBeat Oct 27, 2026 positive
- NEWS Gallagher acquires Australian consultancy as Arthur J. Gallagher stock costs EUR 231.15 - ad-hoc-news.de — ad-hoc-news.de Oct 21, 2026 positive
Latest item Nov 4, 2026 · Generated 2026-11-05T11:39:29Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Material Events(8-K, last 90d)
- 2026-03-12Item 5.02LOWDirector Sherry Barrat informed AJG on March 6, 2026 of her decision to retire from the Board, effective May 12, 2026 at the 2026 Annual Meeting. Board size to reduce from ten to nine. No disagreement cited.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
1 floor-breaker·1 ceiling hit
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $288.38, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.5% away). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Analyst target $267.15 reached (−7.4%), stop $271.96 (−6.0%), A.R:R -0.5:1. Score 5.9/10, moderate confidence.
Analyst target $267.15 reached (−7.4% from $288.38); no take-profit level is published. Analyst target $267.15 reached (−7.4%), stop $271.96 (−6.0%), A.R:R -0.5:1. Stop-loss: $271.96.
Analyst target reached - limited upside remaining; Near 52-week high (0.5% away); V7 low-quality RISK_OFF penalty: -0.5 (Q=5.3).
Arthur J. Gallagher & Co. trades at a P/E of 44.0 (forward 19.5). TrendMatrix value score: 5.0/10. Verdict: Hold.
29 analysts rate AJG, with a consensus score of 3.9/5. 18 analysts publish price targets averaging $297.
What does Arthur J. Gallagher & Co. do?Arthur J. Gallagher & Co. provides insurance brokerage, reinsurance brokerage (via Gallagher Re), and third-party...
Arthur J. Gallagher & Co. provides insurance brokerage, reinsurance brokerage (via Gallagher Re), and third-party claims administration globally, with brokerage at 87% of 2025 revenues. Fees and commissions are earned by placing coverage for commercial and nonprofit clients without assuming underwriting risk. The third-largest insurance broker by revenue globally, with ~72,000 employees and a $67 billion market cap at year-end 2025.