Arthur J. Gallagher & Co.
244.28USD
-7.1700 (-2.85%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $3.06▼ | $3.09 | 8 | 8 |
| Next quarter | $2.82▲ | $2.81 | 12 | 4 |
| Current year | $13.18▼ | $13.26 | 10 | 6 |
| Next year | $14.89▲ | $14.85 | 9 | 7 |
Beat in 3 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $2.81 | $2.84 | +0.03 (+0.9%) |
| 2026-03-31 | $4.43 | $4.47 | +0.04 (+1.0%) |
| 2025-12-31 | $2.35 | $2.38 | +0.03 (+1.4%) |
| 2025-09-30 | $2.54 | $2.32 | -0.22 (-8.5%) |
320 ratings from 29 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Morgan Stanley | Maintained | Overweight | $270 $290 | Aug 19, 2026 |
| Argus Research | Maintained | Buy | $267 $300 | Aug 17, 2026 |
| Citigroup | Maintained | Buy | $250 $285 | Aug 4, 2026 |
| UBS | Maintained | Buy | $291 $299 | Aug 3, 2026 |
| Wells Fargo | Maintained | Overweight | $299 $296 | Aug 3, 2026 |
| RBC Capital | Maintained | Outperform | $300 $310 | Jul 31, 2026 |
| Mizuho | Maintained | Outperform | $287 $300 | Jul 31, 2026 |
| Piper Sandler | Maintained | Overweight | $276 $287 | Jul 31, 2026 |
| Truist Securities | Maintained | Hold | $225 $265 | Jul 31, 2026 |
| Keefe, Bruyette & Woods | Maintained | Market Perform | $261 $271 | Jul 31, 2026 |
| Piper Sandler | Upgraded from Neutral | Overweight | $225 $276 | Jul 15, 2026 |
| RBC Capital | Maintained | Outperform | $260 $300 | Jul 13, 2026 |
| Wells Fargo | Maintained | Overweight | $271 $299 | Jul 9, 2026 |
| Cantor Fitzgerald | Maintained | Neutral | $285 $300 | Jul 9, 2026 |
| Mizuho | Maintained | Outperform | $261 $287 | Jul 9, 2026 |
| UBS | Maintained | Buy | $250 $291 | Jul 8, 2026 |
| Keefe, Bruyette & Woods | Maintained | Market Perform | $242 $261 | Jul 8, 2026 |
| Barclays | Maintained | Overweight | $275 $292 | Jul 7, 2026 |
| Morgan Stanley | Maintained | Overweight | $240 $255 | Jul 6, 2026 |
| Keefe, Bruyette & Woods | Maintained | Market Perform | $235 $242 | Jun 18, 2026 |
| Jefferies | Upgraded from Hold | Buy | $235 $265 | Jun 11, 2026 |
| UBS | Upgraded from Neutral | Buy | $283 $250 | Jun 9, 2026 |
| Morgan Stanley | Maintained | Overweight | $265 $240 | May 21, 2026 |
| Citigroup | Upgraded from Neutral | Buy | $280 $250 | May 6, 2026 |
| Truist Securities | Maintained | Hold | $235 $225 | May 1, 2026 |
157 filings from 24 insiders · 49 buy / 4 sell over 6m
Officers and directors of AJG, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Hudson Scott ROfficer, Vice President | ExerciseNon-qualified Stock Option | 12.0k | — | — | Sep 2, 2026 |
| Hudson Scott ROfficer, Vice President | Sell | 12.0k | $264.13 | $3.17M | Sep 2, 2026 |
| Hudson Scott ROfficer, Vice President | Exercise | 12.0k | $86.17 | $1.03M | Sep 2, 2026 |
| Miskel Christopher C.Director | Grant | 152.672 | $262.00 | $40k | Sep 1, 2026 |
| BAY WALTER DGeneral Counsel | Sell | 12.0k | $270.08 | $3.24M | Aug 24, 2026 |
| MEAD CHRISTOPHER E.Officer | Exercise | 3.5k | $86.17 | $302k | Aug 19, 2026 |
| MEAD CHRISTOPHER E.Officer | Sell | 3.5k | $257.02 | $900k | Aug 19, 2026 |
| BLOOM MARK HOfficer | Other | 1.3k | — | — | Aug 14, 2026 |
| JAIN VISHALOfficer | Exercise | 2.2k | $229.57 | $496k | Jul 1, 2026 |
| PESCH MICHAEL ROBERTOfficer | Exercise | 355 | $229.57 | $82k | Jul 1, 2026 |
| GALLAGHER THOMAS JOSEPHPresident | Exercise | 351 | $229.57 | $81k | Jul 1, 2026 |
| CARY RICHARD COfficer | Sell | 3.0k | $206.00 | $618k | Jun 2, 2026 |
| JOHNSON DAVID SDirector | Grant | 236 | $206.10 | $49k | Jun 1, 2026 |
| MISKEL CHRISTOPHER C.Director | Grant | 194 | $206.10 | $40k | Jun 1, 2026 |
| GALLAGHER J PATRICK JRChief Executive Officer | Gift | 14.7k | — | — | May 26, 2026 |
| CAPLAN DEBORAH H.Director | Grant | 1.1k | — | — | May 12, 2026 |
| COLDMAN DAVID JOHNDirector | Grant | 1.1k | — | — | May 12, 2026 |
| ROSENTHAL NORMAN LDirector | Grant | 1.1k | — | — | May 12, 2026 |
| NICOLETTI RALPH JDirector | Grant | 1.1k | — | — | May 12, 2026 |
| JOHNSON DAVID SDirector | Grant | 1.1k | — | — | May 12, 2026 |
No analyst notes on AJG yet.
Analyst Ratings
18 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 4 | 12 | 6 | 0 | 0 | Buy2.09 |
| 1 mo ago | 4 | 12 | 6 | 0 | 0 | Buy2.09 |
| 2 mo ago | 4 | 13 | 5 | 0 | 0 | Buy2.05 |