Arthur J. Gallagher & Co.
268.04USD
-2.9400 (-1.08%)
Not enough data yet
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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 | $2.99▼ | $3.08 | 0 | 18 |
| Next quarter | $2.8▼ | $2.8 | 2 | 12 |
| Current year | $13.1▼ | $13.2 | 0 | 17 |
| Next year | $14.81▼ | $14.87 | 5 | 12 |
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%) |
328 ratings from 29 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Wells Fargo | Maintained | Overweight | $291 $284 | Oct 12, 2026 |
| Mizuho | Maintained | Outperform | $292 $271 | Oct 7, 2026 |
| Cantor Fitzgerald | Maintained | Neutral | $300 $280 | Oct 7, 2026 |
| Morgan Stanley | Maintained | Overweight | $285 $260 | Oct 6, 2026 |
| Morgan Stanley | Maintained | Overweight | $290 $285 | Sep 25, 2026 |
| RBC Capital | Maintained | Outperform | $310 $290 | Sep 24, 2026 |
| Wells Fargo | Maintained | Overweight | $296 $291 | Sep 24, 2026 |
| Mizuho | Maintained | Outperform | $300 $292 | Sep 16, 2026 |
| 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 |
160 filings from 25 insiders · 19 buy / 5 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 |
|---|---|---|---|---|---|
| CARY RICHARD COfficer, Controller, CAO | Sell | 1.0k | $252.86 | $253k | Sep 15, 2026 |
| Gallagher Patrick MurphyOfficer, Chief Operating Officer | Giftindirect | 50.0k | — | — | Sep 8, 2026 |
| GALLAGHER J PATRICK JRDirector; Officer, CEO | Giftindirect | 50.0k | — | — | Sep 8, 2026 |
| 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 |
No analyst notes on AJG yet.
Members whose judged calls on AJG have played out most reliably.
No settled calls on AJG yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice
Analyst Ratings
18 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 4 | 12 | 7 | 0 | 0 | Buy2.13 |
| 1 mo ago | 4 | 12 | 6 | 0 | 0 | Buy2.09 |
| 2 mo ago | 4 | 12 | 6 | 0 | 0 | Buy2.09 |
| 3 mo ago | 4 | 12 | 6 | 0 | 0 | Buy2.09 |