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
NYSE: AJG
Arthur J. Gallagher (AJG) Stock Analysis & Forecast
Nov 4 close
$288.38+14.93 (+5.5%)
Gekko Brief
AI summaryNov 4 closeArthur J. Gallagher moved higher this week on strong third-quarter results, with Brokerage and Risk Management segments posting 18% revenue growth and 5% organic growth, total revenue reaching $3.976 billion and net earnings rising to $406 million. Adjusted diluted earnings per share rose to $3.00, and the company reaffirmed its roughly 6% organic growth outlook for 2026 while declaring a quarterly dividend of $0.70 per share. Analyst reaction was favorable, with Barclays reaffirming a Buy rating and a $292.00 price target, and Mizuho raising its target from $271 to $302 with an outperform rating. A leadership transition was also announced within the Benefits & HR Consulting division.
The stock closed at $288.38, up 5.5%, sitting above both its 50-day average of $249.10 and 200-day average of $232.41, with the 50-day above the 200-day, reflecting a broadly supportive trend. The GekkoIndex reading of 43.9 places the stock in the Distribution zone, down 6.1 over five days. Price sits 8% above Gekko Fair Value of $267.06.
Earnings are not due until 28 January 2027, 84 days out, placing the next report outside a typical 20-trading-day holding window. Smart money data shows no insider, Congress, or unusual options activity in their respective tracking windows, though one trailblazer holder is recorded. Seasonality from this point in the calendar has averaged a 3.4% gain over the next 20 trading days across 5 years, rising in 4 of them. Consensus among 17 firms stands at 11 buy and 6 hold ratings, with a consensus target of $294.61.
Written by AI from the Nov 4, 2026 close and checked automatically against the figures on this page.
Arthur J. Gallagher price vs fair value
Close $288.38200-day averageGekko Fair Value $267.06
Arthur J. Gallagher quick facts
- Market cap
- $73.91B
- P/E ratio
- 42.6
- Forward P/E
- 18.7
- EPS, TTM
- $6.55
- Revenue, TTM
- $15.77B
- Profit margin
- 10.8%
- Dividend yield
- 1.00%
- Beta
- 0.46
- Volume
- 2.23M avg 1.75M
- 1-year return
- +18.7%
- Typical daily move
- ±2.8%
- Typical 20-day move
- ±4.5%
- 50-day average
- $249.10
- 200-day average
- $232.41
- Next earnings
- Jan 28 after close
- Shares outstanding
- 256.4M
Arthur J. Gallagher swing-trade checklist
Arthur J. Gallagher scores 3 supportive, 0 mixed and 2 headwinds across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
3 supportive0 mixed2 headwinds
- Trendsupportive
Above 50 and 200-day
Close $288.38 is above the 50-day ($249.10) and 200-day ($232.41) averages, and the 50-day is above the 200-day.
See the chart - GekkoIndexheadwind
43.9, Distribution
Reading 43.9 is in the Distribution zone.
See the GekkoIndex - Fair valueheadwind
8.0% above
Price is 8% above Gekko Fair Value (more than 5% above).
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 84 days
Next report Jan 28, 2027, 84 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+3.4% on average
From this point in the calendar, the next 20 trading days averaged +3.4% over 5 years, rising in 4 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 $288.38 on Nov 4, 2026, +18.7% over the past year, inside a 52-week range of $190.75 to $289.93.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- +25.5%
- 3 months
- +14.6%
- 6 months
- +46.5%
- 1 year
- +18.7%
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 43.9, in the Distribution zone, down 6.1 points over five sessions.
43.9Distribution
Down 6.1 points over five sessions, from the Neutral zone.
Reading for Nov 4, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 35 | +0.9% | +1.2% | ||
| Accumulation | 223 | +0.1% | +1.6% | ||
| Neutral | 389 | +0.2% | −0.1% | ||
| Distribution (current zone) | 46 | −0.9% | −0.9% | ||
| Selling | 4 | Too 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, Distribution readings averaged +1.2% over 20 days. Past behaviour doesn’t guarantee future results.
Distribution zone: Institutions potentially offloading. 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 8.0% above Gekko Fair Value of $267.06, so the shares are overvalued on Gekko’s estimate.
Gekko’s own estimate of what Arthur J. Gallagher shares are worth, recalculated every trading day.
$267.06
Gekko Fair Value, Nov 4, 2026
8.0% Overvalued
At the end of Aug 2026 the price was 5.3% below the estimate.
Gekko Fair ValueShare price, month end
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.
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
- 0.23%
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 Jan 28, 2027, after the close (84 days away), and beat the EPS estimate in 5 of its last 8 reports.
Next earnings report
Jan 28, 2027
Expected after the close, 84 days away
- EPS estimate
- $2.81
- Revenue estimate
- $3.82B
5 of 8reports beat the EPS estimate
±3.1%average move across the report
3 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Jul 30, 2026 AI summary
- What they said
- AJG reported Q2 2026 total revenue growth of 24% for combined brokerage and risk management segments, with 6% organic growth. Brokerage revenues grew 26% (5% organic), boosted by AssuredPartners integration. Gallagher Bassett delivered 16% revenue growth with 12% organic growth. This marks 25 consecutive quarters of double-digit adjusted EBITAC growth with continued margin expansion.
- Guidance
- Management highlighted continued momentum driven by new business, strong retention, and exposure growth, with only ~1 point of organic growth tied to rates. Growth sectors including construction, infrastructure, energy, and data centers are expected to drive complex advisory needs benefiting Gallagher.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Jul 30, 2026 | $2.84 est $2.81 | $3.96B est $4.01B | −7.2% |
| Apr 30, 2026 | $4.47 est $4.43 | $4.72B est $4.73B | −1.7% |
| Jan 29, 2026 | $2.38 est $2.35 | $3.59B est $3.60B | +2.9% |
| Oct 30, 2025 | $2.32 est $2.51 | $3.37B est $3.34B | −4.8% |
| Jul 31, 2025 | $2.33 est $2.36 | $3.22B est $3.20B | −0.6% |
| May 1, 2025 | $3.67 est $3.57 | $3.73B est $3.71B | +3.2% |
| Jan 30, 2025 | $2.13 est $2.03 | $2.72B est $2.70B | +2.6% |
| Oct 24, 2024 | $2.26 est $2.26 | $2.81B est $2.78B | −2.1% |
“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 $294.61, +2.2% from the last close, from 17 firms rating the stock in the last 90 days.
$294.61consensus 12-month target, +2.2% from the last close
Now $288.38Avg $294.61
Low $260High $320
Each firm’s latest rating in the last 90 days: 17 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Nov 3 | Citi | $300 | +4.0% |
| Nov 3 | BMO Capital | $295 | +2.3% |
| Nov 3 | Jefferies | $319 | +10.6% |
| Nov 2 | UBS | $320 | +11.0% |
| Nov 2 | Wells Fargo | $312 | +8.2% |
−0.9%average 20-day move after past Distribution readings
+3.4%average move over the next 20 trading days in the last 5 years
±2.8%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 Nov 4, Arthur J. Gallagher averaged +3.4% across the last 5 years, rising in 4 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +1.5% | 4 of 5 |
| Next 10 trading days | +2.5% | 5 of 5 |
| Next 15 trading days | +3.6% | 4 of 5 |
| Next 20 trading days | +3.4% | 4 of 5 |
| Next 30 trading days | −1.1% | 2 of 5 |
For scale, AJG’s typical 20-trading-day move in either direction is about 4.5%.
Arthur J. Gallagher market cap and key statistics
Arthur J. Gallagher’s market cap is $73.91B, with a P/E ratio of 42.6 and revenue of $15.77B over the last twelve months.
Valuation
- Market cap
- $73.91B
- P/E ratio
- 42.6
- Forward P/E
- 18.7
- EPS, TTM
- $6.55
- Gekko Fair Value
- $267.06
Trading
- Volume
- 2.23M
- Avg volume, 20 days
- 1.75M
- 52-week high
- $289.93
- 52-week low
- $190.75
- Shares outstanding
- 256.4M
Financials
- Revenue, TTM
- $15.77B
- Profit margin
- 10.8%
- Return on equity
- 7.2%
- Quarterly earnings growth, YoY
- +49.0%
Risk and income
- Beta
- 0.46
- Typical daily move
- ±2.8%
- Typical 20-day move
- ±4.5%
- Dividend yield
- 1.00%
Arthur J. Gallagher stock news this week
Coverage of Arthur J. Gallagher this week reads positive: 14 positive, 2 neutral and 0 negative headlines.
- Arthur J. Gallagher stock keeps growth outlook after strong third quarterad-hoc-news.de, Nov 4
- Arthur J. Gallagher stock posts strong Q3 growth and outlook holdsad-hoc-news.de, Nov 4
- Arthur J. Gallagher stock posts 18% Q3 segment revenue growthad-hoc-news.de, Nov 3
- Arthur J. Gallagher & Co. Announces Leadership Transition in Gallagher's Benefits & HR Consulting DivisionPRNewsWire, Nov 3
- Will Strong Q3 Earnings Change Arthur J. Gallagher Stock NarrativeSimply Wall St, Nov 1
- Barclays Reaffirms Their Buy Rating on Arthur J Gallagher & Co (AJG)The Globe and Mail, Oct 31
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.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| MRSHMarsh | Neutral | 9.7% above |
| AONAon | Distribution | 6.2% above |
| WTWWillis Towers Watson | Distribution | 0.2% above |
| BROBrown & Brown | Neutral | 5.6% above |
| RYANRyan Specialty | Distribution | 7.8% above |
| CRVLCorVel | Distribution | 16.2% above |
A peer links to its own page where one exists.
Arthur J. Gallagher stock FAQ
What is Arthur J. Gallagher’s market cap?
Arthur J. Gallagher’s market cap is $73.91B at the Nov 4, 2026 close of $288.38, with 256.4M shares outstanding. The shares trade on a P/E ratio of 42.6.
What is the Arthur J. Gallagher stock forecast?
The consensus analyst 12-month price target for Arthur J. Gallagher is $294.61, +2.2% from the last close. Of the 17 firms that rated the stock in the last 90 days, 11 rate it a buy, 6 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 overvalued: the Nov 4, 2026 close of $288.38 is 8.0% above Gekko Fair Value of $267.06. 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 Jan 28, 2027, after the market closes (84 days away). Analysts expect earnings of $2.81 per share on revenue of $3.82B. Arthur J. Gallagher beat the earnings estimate in 5 of its last 8 reports, moving 3.1% on average across the report.
What is Arthur J. Gallagher’s 52-week high and low?
Arthur J. Gallagher’s 52-week high is $289.93 and its 52-week low is $190.75; it closed at $288.38 on Nov 4, 2026, +18.7% over the past year. Over the last five years the shares peaked at $351.23 on Jun 3, 2025.
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 (trend, earnings risk and seasonality) and 2 as headwinds (gekkoindex and fair value). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each 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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