ARTHUR J GALLAGHER & CO (AJG) Forecast, Price Target & Analyst Ratings
NYSE:AJG • US3635761097
209.84 USD
-1.88 (-0.89%)
At close: Mar 11, 2026
213.62 USD
+3.78 (+1.8%)
After Hours: 3/11/2026, 7:38:24 PM
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for ARTHUR J GALLAGHER & CO (AJG).
Forecast Snapshot
Consensus Price Target
$293.34
+ 39.79% Upside
Next Earnings Forecast
Release DateApr 29, 2026
PeriodQ1 / 2026
EPS Estimate$4.48
Revenue Estimate4.819B
ChartMill Buy Consensus
73.33%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$293.34
Upside
+ 39.79%
From current price of $209.84 to mean target of $293.34, Based on 27 analyst forecasts
Low
$228.26
Median
$287.64
High
$407.40
Price Target Revisions
1 Month
-0.42%
3 Months
-7.34%
Price Target Summary
27 Wall Street analysts provided a forecast for the next 12 months for AJG. The average price target is 293.34 USD. This implies a price increase of 39.79% is expected in the next year compared to the current price of 209.84.
The average price target has been revised downward by 7.34% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
Analyst Ratings Consensus
ChartMill Buy Consensus
73.33%
AJG was analyzed by 27 analysts. The buy percentage consensus is at 73. So analysts seem to be have mildly positive about AJG.
In the previous month the buy percentage consensus was at a similar level.
AJG was analyzed by 27 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-03-11 | Barclays | Upgrade | Underweight -> Overweight |
| 2026-02-27 | Mizuho | Upgrade | Neutral -> Outperform |
| 2026-02-23 | Piper Sandler | Maintains | Neutral -> Neutral |
| 2026-02-02 | UBS | Maintains | Neutral -> Neutral |
| 2026-02-02 | Citigroup | Maintains | Neutral -> Neutral |
| 2026-02-02 | Jefferies | Maintains | Hold -> Hold |
| 2026-01-30 | Keefe, Bruyette & Woods | Maintains | Market Perform -> Market Perform |
| 2026-01-30 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2026-01-30 | Piper Sandler | Maintains | Neutral -> Neutral |
| 2026-01-14 | Cantor Fitzgerald | Downgrade | Overweight -> Neutral |
| 2026-01-13 | BMO Capital | Downgrade | Outperform -> Market Perform |
| 2026-01-13 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2026-01-08 | Barclays | Maintains | Underweight -> Underweight |
| 2026-01-07 | Piper Sandler | Downgrade | Overweight -> Neutral |
| 2026-01-06 | Keefe, Bruyette & Woods | Maintains | Market Perform -> Market Perform |
| 2025-12-23 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2025-12-22 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2025-12-19 | Morgan Stanley | Initiate | Overweight |
| 2025-12-18 | Keefe, Bruyette & Woods | Maintains | Market Perform -> Market Perform |
| 2025-12-17 | UBS | Maintains | Neutral -> Neutral |
| 2025-12-17 | Evercore ISI Group | Maintains | Outperform -> Outperform |
| 2025-12-17 | Truist Securities | Maintains | Hold -> Hold |
| 2025-12-16 | Mizuho | Initiate | Neutral |
| 2025-12-15 | Piper Sandler | Maintains | Overweight -> Overweight |
| 2025-12-05 | Wells Fargo | Maintains | Overweight -> Overweight |
Next Earnings Forecast Details
Next Earnings Details
Release DateApr 29, 2026
PeriodQ1 / 2026
EPS Estimate$4.48
Revenue Estimate4.819B
Revenue Q2Q30.90%
EPS Q2Q21.96%
Number of Analysts21
Next Earnings Revisions
Revenue (1 Month)
0.06%
Revenue (3 Months)
0.90%
EPS (1 Month)
-0.58%
EPS (3 Months)
-2.34%
Next Earnings Summary
AJG is expected to report earnings on 4/29/2026. The consensus EPS estimate for the next earnings is 4.48 USD and the consensus revenue estimate is 4.82B USD.
The next earnings revenue estimate has been revised upward by 0.9% in the past 3 months.
Full Analyst Estimates
Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | ||
|---|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 10.072B 17.79% | 11.555B 14.72% | 13.942B 20.66% | 17.095B 22.62% | 18.741B 9.63% | 20.41B 8.91% | 22.156B 8.55% | |
| EBITDA YoY % growth | 2.495B -0.93% | 3.593B 44.01% | 4.402B 22.51% | 5.502B 24.99% | 6.087B 10.63% | 6.69B 9.91% | 6.975B 4.26% | |
| EBIT YoY % growth | 1.799B -6.26% | 2.751B 52.94% | 3.28B 19.23% | 4.29B 30.79% | 4.865B 13.40% | 5.381B 10.61% | 6.023B 11.93% | |
| Operating Margin | 17.86% | 23.81% | 23.53% | 25.10% | 25.96% | 26.36% | 27.18% | |
| EPS YoY % growth | 8.78 16.60% | 10.14 15.49% | 10.70 5.52% | 13.39 25.15% | 15.02 12.19% | 16.91 12.58% | 21.57 27.56% |
All data in USD
Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | |
|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 4.48 21.96% | 2.93 25.82% | 3.07 32.18% | 2.82 18.51% | 5.18 15.67% | 3.48 18.64% | 3.56 16.06% | 3.23 14.44% |
| Revenue Q2Q % growth | 4.819B 30.90% | 4.091B 27.02% | 4.176B 25.30% | 4.03B 13.04% | 5.293B 9.84% | 4.524B 10.58% | 4.557B 9.12% | 4.385B 8.81% |
| EBITDA Q2Q % growth | 1.759B 23.87% | 1.222B -6.07% | 1.311B -8.93% | 1.205B -34.37% | 2.055B 16.83% | 1.47B 20.29% | 1.508B 15.03% | 1.369B 13.61% |
| EBIT Q2Q % growth | 1.703B 45.98% | 1.139B 39.46% | 1.217B 79.23% | 1.082B 51.52% | 1.906B 11.92% | 1.296B 13.78% | 1.353B 11.18% | 1.223B 13.03% |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
16.49%
EPS Next 5 Year
19.16%
Long Term Revenue Growth (CAGR)
Revenue Next 3 Year
13.38%
Revenue Next 5 Year
12.15%
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
26.04%
EBIT Next 5 Year
20.20%
ARTHUR J GALLAGHER & CO / AJG Forecast FAQ
Can you provide the average price target for ARTHUR J GALLAGHER & CO stock?
27 analysts have analysed AJG and the average price target is 293.34 USD. This implies a price increase of 39.79% is expected in the next year compared to the current price of 209.84.
When does ARTHUR J GALLAGHER & CO (AJG) report earnings?
ARTHUR J GALLAGHER & CO (AJG) will report earnings on 2026-04-29, after the market close.
What are the consensus estimates for ARTHUR J GALLAGHER & CO (AJG) next earnings?
The consensus EPS estimate for the next earnings of ARTHUR J GALLAGHER & CO (AJG) is 4.48 USD and the consensus revenue estimate is 4.82B USD.
Can you provide the consensus rating for ARTHUR J GALLAGHER & CO stock?
The consensus rating for ARTHUR J GALLAGHER & CO (AJG) is 73.3333 / 100 . This indicates that analysts generally have a positive outlook on the stock.