Wall Street analyst estimates for Arthur J. Gallagher & Co. (AJG): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Arthur J. Gallagher & Co., alongside its various subsidiaries, operates globally, providing a wide array of services that encompass insurance brokerage, expert consulting, and outsourced claims settlement and administration. Its geographic reach extends across the United States, Australia, Bermuda, Canada, the Caribbean, New Zealand, India, and the United Kingdom. The company's business model is divided into two primary segments: Brokerage and Risk Management.
Consensus price target
$284.08 (+2 % vs price $278.89)
between $260.00 and $300.00 · 13 targets published in the last quarter
Closing price, Nov 2
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $16.5B | $16.3B – $16.8B | $13.10 | 12 |
| 2027E | $17.9B | $17.4B – $18.3B | $14.82 | 14 |
Figures in USD · consensus as of November 1, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 19 |
| Hold | 9 |
| Sell | 1 |
| Strong Sell | 0 |
| Total analysts | 29 |
| Avg rating (−2 sell to +2 buy) | 0.62 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2027-01-28 | $2.81 | ||
| 2026-10-29 | $3.00 | $2.99 | +0.3% |
| 2026-07-30 | $2.84 | $2.81 | +1.1% |
| 2026-04-30 | $4.47 | $4.43 | +0.9% |
| 2026-01-29 | $2.38 | $2.35 | +1.3% |
| 2025-10-30 | $2.32 | $2.51 | -7.6% |
| 2025-07-31 | $2.33 | $2.36 | -1.3% |
| 2025-05-01 | $3.67 | $3.57 | +2.8% |
Valuation Ratios
| P/E Ratio | 42.64 |
| Price / Book | 2.98 |
| Dividend Yield | 0.99% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.68B | $6.25B | $6.92B | $7.12B | $7.01B | $8.21B | $8.55B | $10.07B | $11.55B | $13.94B |
| Cost of Revenue | $4.08B | $4.52B | $4.98B | $4.83B | $4.50B | $5.23B | $4.95B | $5.83B | $6.68B | $6.31B |
| Gross Profit | $1.60B | $1.73B | $1.94B | $2.29B | $2.51B | $2.98B | $3.60B | $4.25B | $4.88B | $7.63B |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $2.54B | $2.75B | $3.03B | $3.34B | $3.47B | $3.93B | $4.80B | $5.68B | $6.52B | $7.00B |
| Operating Expenses | $1.13B | $1.21B | $1.32B | $1.54B | $1.47B | $1.64B | $1.93B | $2.39B | $2.60B | $5.08B |
| Operating Income | $475.5M | $511.4M | $617.2M | $745.9M | $1.04B | $1.34B | $1.67B | $1.86B | $2.28B | $2.55B |
| EBITDA | $794.2M | $869.7M | $1.04B | $1.28B | $1.63B | $1.77B | $2.18B | $2.18B | $3.10B | $3.66B |
| Interest Expense | $109.8M | $124.1M | $138.4M | $179.8M | $196.4M | $226.1M | $256.9M | $296.7M | $381.3M | $638.8M |
| Pre-tax Income | $333.6M | $359.8M | $479.4M | $626.1M | $870.9M | $975.1M | $1.33B | $1.19B | $1.87B | $1.87B |
| Income Tax | -$96.7M | -$157.1M | -$196.5M | -$89.7M | $12.8M | $20.1M | $211.0M | $219.1M | $404.4M | $368.3M |
| Net Income | $396.8M | $481.3M | $633.5M | $668.8M | $818.8M | $906.8M | $1.11B | $969.5M | $1.46B | $1.49B |
| EPS | $2.33 | $2.57 | $3.47 | $3.60 | $4.29 | $4.47 | $5.30 | $4.51 | $6.63 | $5.83 |
| EPS (Diluted) | $2.32 | $2.54 | $3.40 | $3.52 | $4.20 | $4.37 | $5.19 | $4.42 | $6.53 | $5.75 |
| Shares Outstanding (Diluted) | 178.4 M | 182.1 M | 186.2 M | 190.1 M | 195.0 M | 207.3 M | 214.7 M | 219.3 M | 223.9 M | 260.3 M |
Price
| Price | $278.89 (closing price, November 2, 2026) |
| Market Cap | $71.5B |
| Exchange | NYSE |
| Country | US |
Related companies: WTW · MRSH · AON · BRO · RYAN
Explore sector: Financial Services · Insurance - Brokers
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