Arthur J. Gallagher & (AJG) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $3.00
- Estimate
- $2.99
- Surprise
- +0.5%
- Score at report (before → after)
- 5.3 → 5.5/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
How the report landed
Arthur J. Gallagher & (AJG) reported adjusted EPS of $3.00, in line with the $2.99 estimate. TrendMatrix's engine moved from Buy (Wait) (5.3/10) to Hold at 5.5/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates AJG Hold at 5.5/10.
3 of the last 4 quarters beat the estimate; this quarter's +0.5% surprise compares with a +0.9% four-quarter average.
What supports the rating
- Sector modifier (Financial Services): +1.0
- Strong earnings beat streak (3/4)
What argues against it
- Analyst target reached - limited upside remaining
- Near 52-week high (1.7% away)
- V7 low-quality RISK_OFF penalty: -0.5 (Q=5.4)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $268.20
- Stop
- $253.62
The stock trades at 44.5× trailing but 18.1× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: RSI 76 — a level conventionally read as overbought; gains at these levels often lean on momentum; trading volume is running 1.7× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-10-30 — shown for context, not personalized investment advice.
AJG at TrendMatrix's latest read
For financials, the EPS print is only half the story: credit costs, reserve builds, and rate sensitivity decide how a quarter actually lands.
- Industry
- Insurance Brokers
- Market cap
- $68.75B
- P/E (fwd)
- 18.1
- P/E (ttm)
- 44.5
- 52-week range
- $190.75–$272.80
- Off 52-week high
- 1.7%
- RSI (14)
- 76
- Volume vs avg
- 1.70×
- Score today
- 5.5/10