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As of September 10, 2026, Arthur J. Gallagher & Co. (AJG) trades at $243.31. CleaRank Financial AI rates it Buy with a fair value of $288.50, 18.6% above the current price. Wall Street's consensus target is $288.50 across 22 analysts. RSI at 40 is in neutral territory, and the price is below its 50-day average of $254.88.

Arthur J. Gallagher & Co. (AJG)

Arthur J. Gallagher & Co. NYSE

$243.31 -0.9700 (-0.40%)
Latest Price
AI Analyst Consensus
Buy
73 / 100
Arthur J. Gallagher & Co. (AJG) is trading at $246.75, below its 50-day SMA but above its 200-day SMA, indicating a mixed short-term technical picture. The company has demonstrated strong revenue growth, with current year estimates showing a 22.00% increase year-over-year, reaching $16.7 billion. This growth is supported by a strong analyst consensus of 'Buy' with a median price target of $288.50, suggesting a 16.9% upside potential. The insurance broker's financial health is further bolstered by a consistent dividend yield of approximately 1.09%. Despite these positives, recent insider transactions show a 'Moderate Sell Signal', with total sales significantly outweighing purchases, which warrants investor attention.

AJG Price Analysis

Market Metrics

Open
$245.22
Day Range
$242.70 to $247.55
Prev Close
$244.28
Volume
1.06M
52-Week Range
$190.75 to $313.55
Market Cap
$62.62B

Peer Benchmarking

Valuation vs Sector (Financial Services)

Performance vs IAI

Sector Position Analysis
Trading at a significant premium to sector peers (+63%), suggesting market expectations for superior growth or market position.

AJG Analysis

Company's Health 4/5
12-Month Analyst Target +18.57% Upside
Median of 22 analysts (12-month)
$288.50
AI Technical Analysis Buy
Arthur J. Gallagher & Co. is currently trading below its 50-day and 20-day SMAs, at $254.88 and $257.03 respectively, suggesting near-term downward pressure. However, the stock remains above its 200-day SMA of $233.87, indicating a longer-term uptrend is still intact. The Relative Strength Index (RSI) is at 40.36, falling into the neutral momentum category, and the MACD is slightly positive at 0.295. Volume data shows a significant decrease compared to the average, which could imply a lack of conviction behind recent price movements. Key support is seen at the 200-day SMA, while resistance lies around the 50-day SMA.
ProTips
  • Arthur J. Gallagher & Co. offers a modest dividend yield of approximately 1.09%, providing a small income component to total returns.
  • Investors should monitor insider transaction activity closely, as the recent 'Moderate Sell Signal' warrants attention despite the overall 'Buy' consensus.
  • Given the stock's current position below its 50-day SMA, traders may look for confirmation of support around the 200-day SMA before initiating new long positions.
Key Catalysts
Bullish Positive Analyst Rating Changes

Several analysts have recently maintained or upgraded their ratings to 'Buy' or 'Overweight', indicating continued positive sentiment from Wall Street towards AJG's prospects.

Source: Wall Street Analyst Ratings
Bullish Strong Revenue Growth Estimates

Current year revenue is estimated to grow by 22.00% to $16.7 billion, significantly outpacing sector averages and signaling strong business expansion.

Source: Wall Street Revenue Estimates
Bearish Moderate Insider Selling Signal

Insiders have sold a net $49.5 million in stock versus $1 million purchased, indicating a 'Moderate Sell Signal' that could suggest caution among management.

Source: Insider Transactions
Bullish Median Analyst Price Target Upside

The median analyst price target of $288.50 represents a potential 16.9% upside from the current stock price, reflecting analyst confidence in future performance.

Source: Wall Street Price Target
Market Outlook
Arthur J. Gallagher & Co. is expected to continue its growth trajectory, with current year revenue estimates at $16.7 billion and next year's projected at $18.3 billion. The median analyst price target of $288.50 suggests a 16.9% upside from the current price, supported by a generally positive analyst sentiment. The company's ability to maintain its revenue growth momentum and navigate its premium valuation will be key. Potential catalysts include further positive earnings surprises and continued strategic acquisitions within the insurance brokerage sector. Conversely, a significant shift in market sentiment towards value stocks or increased regulatory scrutiny could pressure the stock, especially given the current insider selling trend.

Key Statistics

Market Cap 62.62B
P/E Ratio 41.63
EPS (TTM) 6.04
Dividend Yield 1.09%
52 Week High 313.55
52 Week Low 190.75
Arthur J. Gallagher & Co. exhibits a high P/E ratio of 41.63, significantly above the sector average of 25.5, indicating a premium valuation. However, its strong revenue growth of 22.00% for the current year, compared to the sector average of 10.00%, may justify this premium. The company's forward revenue estimates are positive, with next year's growth projected at 9.00%. The positive EPS of $6.04 and the analyst consensus suggest underlying profitability. The dividend yield of 1.09% offers a modest income stream for investors.

Earnings & Growth Analysis

Arthur J. Gallagher & Co. most recently reported an EPS of $2.84 for the quarter ending July 30, 2026, slightly beating the analyst estimate of $2.81 by 1.07%. This follows a pattern of positive surprises in prior quarters, including a significant 24.32% beat in the quarter ending May 29, 2026. The stock experienced a 2.75% decline following the latest earnings release, despite the beat, suggesting market sentiment may be factoring in other concerns.

Key Risks

The primary risk for Arthur J. Gallagher & Co. lies in its elevated valuation, with a P/E ratio significantly higher than the sector average. Additionally, recent insider selling, with total sales of $49.5 million against $1 million in purchases, signals a potential lack of confidence from management in the short term. While the stock is above its 200-day SMA, it is trading below its 50-day SMA, indicating potential near-term technical weakness.

Technical Indicators i

RSI (14) 40.36
MACD 0.30
SMA 50 254.88
SMA 200 233.87
Technical Rating Neutral
RSI
Neutral
SMA Cross
Bullish
Price vs SMA
Bearish
MACD
Bullish
Golden Cross in effect with the 50-day SMA ($254.88) above the 200-day SMA ($233.87), price is trading below the 50-day SMA.

Market Correlations

How this stock moves relative to other assets

Based on 1 year of daily price data. Correlations may vary over different time periods.

S&P 500 (SPY) +0.11
Weak correlation
Nasdaq 100 (QQQ) -0.05
Weak correlation
Bitcoin (BTC) +0.08
Weak correlation
Gold (XAU) -0.04
Weak correlation
Check Custom Correlation

AJG Trade Plans

Specific entry, exit, and risk management levels

Select Your Trade Bias
Risk Tolerance
Conservative 2% Aggressive
Portfolio Value
$
Position Size: Enter portfolio size →

🟢 LONG ENTRY (click to switch)

CONSERVATIVE
$238.44
2% below current price (Pullback entry)
Lower risk, wait for pullback
AGGRESSIVE
$243.31
Buy at current price
Higher risk, immediate entry

Risk Management

STOP LOSS
$231.29
MAX LOSS
-3.0%
Volatility-Adjusted Stop Loss
Calculated based on RSI (40.4) and current market volatility

Profit Targets (Based on Conservative Entry)

TARGET 1
$250.37
+5% (Conservative)
+2.9% (Aggressive)
TARGET 2
$262.29
+10% (Conservative)
+7.8% (Aggressive)
TARGET 3
$274.21
+15% (Conservative)
+12.7% (Aggressive)
Consider scaling out: Take 50% profit at Target 1, 30% at Target 2, let 20% run to Target 3
ℹ️ Disclaimer
This AI-generated trade plan for AJG is for educational and informational purposes only and does not constitute financial advice. The analysis is based on historical data patterns and technical indicators which may not predict future results. Stock trading involves risk of loss. Verify all data independently and consult a qualified financial advisor. Generated on September 11, 2026.

Growth of $10,000

A $10,000 investment in AJG in September 2016 would be worth about $48,671 today, compared with about $35,241 for the same investment in the S&P 500 benchmark.

Compare with Another Ticker

Monte Carlo Projection (10yr)

CleaRank's 10-year Monte Carlo simulation projects that a $10,000 investment in AJG today could grow to about $30,454 by 2036 in the base case, with a bull case near $79,566 and a bear case around $11,657. Projections are statistical simulations, not guarantees.

AJG Stock Price Prediction: 2030

CleaRank's simulation projects a price near $380 for AJG by 2030 in the base case, from $243 today (1.6x over 4 years). The downside path ends near $207. These are outcomes of a Monte Carlo simulation run on AJG's historical return distribution, not price targets, and they assume no dividends are reinvested.

AJG simulated price paths by year
Year Downside (10th pct) Base case Upside (90th pct)
2027 $201 $272 $368
2028 $198 $304 $467
2029 $201 $340 $575
2030 $207 $380 $697
2031 $215 $425 $837
2032 $226 $475 $999
2033 $238 $531 $1,185
2034 $251 $593 $1,400
2035 $267 $663 $1,649
2036 $284 $741 $1,936

Method: 10,000 simulated price paths using AJG's historical volatility and drift, re-run daily. The base case is the median path; the two outer columns are the 10th and 90th percentile outcomes, which widen with time because uncertainty compounds. Simulations are not guarantees, and past volatility does not predict future returns. This is analysis, not investment advice.

People Also Watch

AJG Insider Trading Analysis

Source: SEC Form 4
Bought
$1.0M
2 Transactions
Sold
$49.5M
21 Transactions
Insiders
22
Active Traders
$ Avg Transaction
$2.2M
Large trades
Recent insider transactions in AJG
Date Insider Type Shares Value
Aug 28, 2023
HOWELL DOUGLAS K
Chief Financial Officer
Sell 66.4K $15.0M
May 3, 2023
PIETRUCHA SUSAN E
Officer
Sell 57.4K $12.1M
Mar 13, 2024
HUDSON SCOTT R
Officer
Sell 30.5K $7.8M
Feb 3, 2025
HUDSON SCOTT R
Officer
Sell 23.0K $7.1M
May 4, 2023
CAVANESS JOEL D
Officer
Sell 33.3K $7.0M
Nov 4, 2020
HOWELL DOUGLAS K
Chief Financial Officer
Sell 60.0K $6.7M
Mar 9, 2022
HUDSON SCOTT R
Officer
Sell 42.6K $6.7M
Nov 2, 2020
GALLAGHER THOMAS JOSEPH
Officer
Sell 60.8K $6.4M
Mar 2, 2026
GALLAGHER J PATRICK JR
Chief Executive Officer
Sell 27.5K $6.3M
May 20, 2024
BAY WALTER D
General Counsel
Sell 24.4K $6.2M

Frequently Asked Questions

Is Arthur J. Gallagher & Co. stock a buy?
Arthur J. Gallagher & Co. is currently rated a 'Buy' by Wall Street analysts, with a consensus score of 73. The median analyst price target of $288.50 suggests a potential upside of 16.9% from the current price of $246.75.
What is Arthur J. Gallagher & Co.'s dividend yield?
Arthur J. Gallagher & Co. offers a dividend yield of approximately 1.09%, with a dividend rate of $2.70 per share.
What are the key risks for Arthur J. Gallagher & Co.?
Key risks include its high P/E ratio relative to the sector, recent moderate insider selling totaling $49.5 million, and its current trading position below the 50-day SMA.
How is Arthur J. Gallagher & Co. performing on revenue growth?
The company is demonstrating strong revenue growth, with current year estimates projecting a 22.00% increase year-over-year to $16.7 billion, significantly outpacing the sector average.
What is the analyst consensus for Arthur J. Gallagher & Co.?
The analyst consensus for Arthur J. Gallagher & Co. is predominantly 'Buy', with 12 out of 22 analysts recommending a Buy rating. The overall Wall Street score is 73 out of 100.
What is Arthur J. Gallagher & Co.'s stock price prediction for 2030?
Based on Monte Carlo simulations, Arthur J. Gallagher & Co.'s stock price is projected to be $385.23 in 2030 under a base case scenario, with a downside projection of $209.86 and an upside projection of $707.13. These are statistical outcomes, not guarantees.
How did Arthur J. Gallagher & Co. perform in its latest earnings report?
In its most recent earnings report for the quarter ending July 30, 2026, Arthur J. Gallagher & Co. reported an EPS of $2.84, slightly beating the estimate of $2.81 by 1.07%, though the stock saw a 2.75% decline.

Disclaimer: CleaRank.com is a financial data and analytics provider, not a registered investment advisor, broker-dealer, or financial regulatory body. The stock analysis, trade plans, and AI-generated signals presented for AJG are for educational and informational purposes only and do not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All trade setups and performance metrics shown are hypothetical, hindsight-based, and simulated. They do not represent actual trades made by CleaRank or its affiliates. Stock prices can be volatile and are subject to market, economic, and company-specific risks. Market data is provided "as-is" and may be delayed by 15 minutes or more. We do not guarantee the accuracy, completeness, or timeliness of any data. You should never invest money you cannot afford to lose. Past performance does not guarantee future results. Consult a qualified financial advisor before making any investment decisions. Analysis generated on September 11, 2026.