NYSE: AJG

Arthur J. Gallagher (AJG) Stock Analysis & Forecast

Arthur J. Gallagher & Co. Finance sector, insurance brokers/services industry. Market cap $61.52B.

$239.48−1.93 (−0.8%)

Close on Sep 18, 2026. Page updated Sep 19, 9:19 pm ET.

Gekko Brief

AI summary

Arthur J. Gallagher (AJG) closes at $239.48, down 0.8%, sitting between its 50-day average of $254.00 and 200-day average of $233.73. The GekkoIndex reads 64, placing the stock in the Accumulation zone, while Gekko Fair Value stands at $268.91, a gap of -10.9% below current price. Over the past month the stock is down 7%, though it remains up 11.9% over three months and 14.2% over six months, with a 52-week range of $190.75 to $313.55.

This week's news centers on continued acquisition activity, with AJG's purchase of Innovise Business Consultants adding surety expertise and cross-selling potential across its commercial brokerage business, following the earlier McMillan Insurance deal. Separately, Chief Accounting Officer Richard Cary sold 1,000 shares on 15 September for approximately $252,860, reducing his stake by 2.09%. Ownership filings also show mixed institutional activity, with Corient Private Wealth LP raising its stake by 3.1% in the second quarter while NewEdge Advisors LLC trimmed its position by 12.0%.

Looking ahead, AJG's next earnings report is set for 29 October, 39 days out and beyond a typical 20-trading-day hold, with the prior quarter showing a -2.6% reaction and an average absolute move of 2.8% across recent reports. Seasonality over the next 20 trading days has averaged -0.1% across five years, rising in only 2 of those years. Analyst coverage from 14 firms shows 11 buy and 3 hold ratings, with a consensus target of $291.28, implying 21.6% upside from current levels.

Written by AI and checked automatically against the figures on this page. Generated Sep 20, 2026 from the data above.

Price vs fair value

Close $239.48200-day averageGekko Fair Value $268.91

Key stats

Market cap
$61.52B
P/E ratio
40.5
Forward P/E
16.5
EPS, TTM
$5.96
Revenue, TTM
$15.11B
Profit margin
10.4%
Dividend yield
1.11%
Beta
0.51
Volume
1.65M avg 1.36M
1-year return
−18.2%
Typical daily move
±2.9%
Typical 20-day move
±4.4%
50-day average
$254.00
200-day average
$233.73
Next earnings
Oct 29 after close
Shares outstanding
256.3M
52-week range
$190.75$313.55

Arthur J. Gallagher swing-trade checklist

Arthur J. Gallagher scores 3 supportive, 1 mixed and 1 headwind across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive1 mixed1 headwind

  • Trendmixed

    Averages disagree

    Close $239.48 sits between the 50-day ($254.00) and 200-day ($233.73) averages, or the averages disagree.

    See the chart
  • GekkoIndexsupportive

    64, Accumulation

    Reading 64 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuesupportive

    10.9% below

    Price is 10.9% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings risksupportive

    Reports in 39 days

    Next report Oct 29, 2026, 39 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalityheadwind

    −0.1% on average

    From this point in the calendar, the next 20 trading days averaged −0.1% over 5 years, rising in 2 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Arthur J. Gallagher stock chart and price history

Arthur J. Gallagher closed at $239.48 on Sep 18, 2026, −18.2% over the past year, inside a 52-week range of $190.75 to $313.55.

Close50-day average200-day averageVolume

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−7.0%
3 months
+11.9%
6 months
+14.2%
1 year
−18.2%
The full AJG chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open AJG in Gekko

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About Arthur J. Gallagher

Arthur J. Gallagher operates as an insurance brokerage that also offers consulting and claims-related support. Its clients range from companies and government bodies to non-profits and individual policyholders, and the firm helps them arrange coverage, address exposure to loss, and run workplace benefit plans. The business reaches customers not only in the United States but also in Australia, Bermuda, Canada, the Caribbean region, New Zealand, India, and Britain.

The company splits its work into two segments. One handles brokerage activity, placing both retail and wholesale policies, acting as an underwriting manager for harder-to-place risks, and carrying out functions like marketing coverage, gathering premiums, overseeing agents, and arranging reinsurance terms. The other segment focuses on claims work under contract, covering settlement and administration duties for businesses and public organizations, plus loss-control advice and property appraisal services. A wide network of affiliated brokers and advisers carries out this work for commercial, industrial, religious, governmental, and charitable clients.

Founded in 1927, Arthur J. Gallagher is headquartered in Rolling Meadows, Illinois. Its stock trades on the NYSE under the symbol AJG.

Listed
NYSE
Sector
Finance
Industry
Insurance brokers/Services
Website
ajg.com

Arthur J. Gallagher GekkoIndex: the smart money zone

Arthur J. Gallagher’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 64, in the Accumulation zone, down 1.8 points over five sessions.

010064Accumulation

Down 1.8 points over five sessions.

Reading for Sep 18, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying35+0.9%+1.6%+1.2%+5.3%
Accumulation (current zone)197+0.1%−0.1%+1.1%+1.1%
Neutral382+0.2%+0.5%+0.3%+0.3%
Distribution44−0.9%−1.3%−0.9%+3.1%
Selling4Too few readings yet

Average AJG share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the AJG price, zone by zone.Track AJG in Gekko

Is Arthur J. Gallagher stock overvalued? Gekko Fair Value

Arthur J. Gallagher trades 10.9% below Gekko Fair Value of $268.91, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what Arthur J. Gallagher shares are worth, recalculated every trading day.

$268.91

Gekko Fair Value, Sep 19, 2026

10.9% Undervalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open AJG in Gekko

Arthur J. Gallagher insider and Congress trading

No open-market insider purchases were filed for Arthur J. Gallagher, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for AJG in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every AJG insider filing, plotted on the chart in Gekko.Open AJG in Gekko

Congress trades last 90 days

No trades in AJG were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for AJG, plotted on the chart in Gekko.Open AJG in Gekko

Buybacks

Arthur J. Gallagher has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$170.0M
As a share of market cap
0.28%

From company filings.

Hedge funds and billionaires quarter ended Jun 30

1of the funds Gekko tracks holds AJG.

1added0opened0trimmed1sold out
Which funds are on each side, name by name.Unlock in Gekko

Arthur J. Gallagher earnings: next date and track record

Arthur J. Gallagher reports on Oct 29, 2026, after the close (39 days away), and beat the EPS estimate in 4 of its last 8 reports.

4 of 8reports beat the EPS estimate
±2.8%average move across the report
4 of 8reports followed by a gain

Share-price move across each report

+3.4%Jul ’24−2.1%Oct ’24+2.6%Jan ’25+3.2%May ’25−0.6%Jul ’25−4.8%Oct ’25+2.9%Jan ’26−2.6%Apr ’26
ReportedEPSSurpriseRevenueSurpriseMove
Apr 23, 2026$0.00
est $4.44
−100.0%−2.6%
Jan 29, 2026$2.38
est $2.35
+1.3%$3.59B
est $3.60B
−0.3%+2.9%
Oct 30, 2025$2.32
est $2.51
−7.6%$3.37B
est $3.34B
+0.9%−4.8%
Jul 31, 2025$2.33
est $2.36
−1.3%$3.22B
est $3.20B
+0.5%−0.6%
May 1, 2025$3.67
est $3.57
+2.8%$3.73B
est $3.71B
+0.5%+3.2%
Jan 30, 2025$2.13
est $2.03
+4.9%$2.72B
est $2.70B
+0.4%+2.6%
Oct 24, 2024$2.26
est $2.26
0.0%$2.81B
est $2.78B
+1.0%−2.1%
Jul 25, 2024$2.26
est $2.24
+0.9%$2.78B
est $2.77B
+0.3%+3.4%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Arthur J. Gallagher stock forecast and analyst price targets

Analysts’ average 12-month price target for Arthur J. Gallagher is $291.28, +21.6% from the last close, from 14 firms rating the stock in the last 90 days.

$291.28consensus 12-month target, +21.6% from the last close
Low $265High $310
Buy11
Hold3
Sell0

Each firm’s latest rating in the last 90 days: 14 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 15Mizuho SecuritiesBuy, maintained$292+21.9%
Aug 19Morgan StanleyBuy, maintained$290+21.1%
Aug 14Argus ResearchBuy, maintained$300+25.3%
Aug 10Morgan StanleyBuy, reiterated$270+12.7%
Aug 4CitiBuy, maintained$285+19.0%
+1.1%average 20-day move after past Accumulation readings
−0.1%average move over the next 20 trading days in the last 5 years
±2.9%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Arthur J. Gallagher seasonality: the next 20 trading days

Over the next 20 trading days from Sep 19, Arthur J. Gallagher averaged −0.1% across the last 5 years, rising in 2 of them.

Next 20 trading days, by year

+9.9%2021−3.5%2022+0.1%2023+3.0%2024−6.4%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days−1.3%2 of 5
Next 10 trading days−0.6%2 of 5
Next 15 trading days+1.2%3 of 5
Next 20 trading days−0.1%2 of 5
Next 30 trading days−1.0%2 of 5

For scale, AJG’s typical 20-trading-day move in either direction is about 4.4%.

Arthur J. Gallagher market cap and key statistics

Arthur J. Gallagher’s market cap is $61.52B, with a P/E ratio of 40.5 and revenue of $15.11B over the last twelve months.

Valuation

Market cap
$61.52B
P/E ratio
40.5
Forward P/E
16.5
EPS, TTM
$5.96
Gekko Fair Value
$268.91

Trading

Volume
1.65M
Avg volume, 20 days
1.36M
52-week high
$313.55
52-week low
$190.75
Shares outstanding
256.3M

Financials

Revenue, TTM
$15.11B
Profit margin
10.4%
Return on equity
6.7%
Quarterly earnings growth, YoY
−10.7%

Risk and income

Beta
0.51
Typical daily move
±2.9%
Typical 20-day move
±4.4%
Dividend yield
1.11%

Arthur J. Gallagher peers

Arthur J. Gallagher’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
MRSHMarsh+0.7%Accumulation9.9% below
AONAon+0.5%Buying17.8% below
WTWWillis Towers Watson−0.1%Accumulation10.2% below
BROBrown & Brown+0.6%Accumulation10.4% below
RYANRyan Specialty+1.2%Accumulation11.5% below
CRVLCorVel+0.9%Neutral8.1% above

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Arthur J. Gallagher stock FAQ

What is Arthur J. Gallagher’s market cap?

Arthur J. Gallagher’s market cap is $61.52B at the Sep 18, 2026 close of $239.48, with 256.3M shares outstanding. The shares trade on a P/E ratio of 40.5.

What is the Arthur J. Gallagher stock forecast?

The consensus analyst 12-month price target for Arthur J. Gallagher is $291.28, +21.6% from the last close. Of the 14 firms that rated the stock in the last 90 days, 11 rate it a buy, 3 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Arthur J. Gallagher stock overvalued or undervalued?

On Gekko’s estimate Arthur J. Gallagher is undervalued: the Sep 18, 2026 close of $239.48 is 10.9% below Gekko Fair Value of $268.91. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Arthur J. Gallagher report earnings next?

Arthur J. Gallagher is expected to report on Oct 29, 2026, after the market closes (39 days away). Analysts expect earnings of $3.04 per share on revenue of $4.05B. Arthur J. Gallagher beat the earnings estimate in 4 of its last 8 reports, moving 2.8% on average across the report.

What is Arthur J. Gallagher’s 52-week high and low?

Arthur J. Gallagher’s 52-week high is $313.55 and its 52-week low is $190.75; it closed at $239.48 on Sep 18, 2026, −18.2% over the past year.

Is Arthur J. Gallagher stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (gekkoindex, fair value and earnings risk), 1 as mixed (trend) and 1 as a headwind (seasonality). The checklist is a description of current data, not a recommendation.

How this page works

Prices and signals update after every US market close; the GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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