Arthur J. Gallagher & Co
About: Founded in 1927 as a one-person agency, Gallagher's primary business is insurance brokerage, with a focus on serving middle-market companies. The company's risk management segment provides third-party claims adjustment to companies that choose to self-insure. Gallagher has about 56,000 employees and generates about a third of its revenue internationally, primarily in Australia, Canada, New Zealand, and the UK.
Employees: 56,000
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
159% more call options, than puts
Call options by funds: $167M | Put options by funds: $64.3M
46% more first-time investments, than exits
New positions opened: 175 | Existing positions closed: 120
21% more repeat investments, than reductions
Existing positions increased: 534 | Existing positions reduced: 441
17% more capital invested
Capital invested by funds: $65.8B [Q4 2024] → $77.2B (+$11.3B) [Q1 2025]
2% more funds holding
Funds holding: 1,302 [Q4 2024] → 1,328 (+26) [Q1 2025]
5.43% less ownership
Funds ownership: 92.88% [Q4 2024] → 87.45% (-5.43%) [Q1 2025]
6% less funds holding in top 10
Funds holding in top 10: 52 [Q4 2024] → 49 (-3) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$265
16%
downside
Avg. target
$327
3%
upside
High target
$371
17%
upside
4 analyst ratings
1 positive
25%
3 neutral
75%
0 negative
0%
Wells Fargo Elyse Greenspan | 17%upside $371 | Overweight Maintained | 9 Jun 2025 |
Keefe, Bruyette & Woods Meyer Shields | 3%upside $326 | Market Perform Maintained | 5 Jun 2025 |
Barclays Alex Scott | 9%upside $346 | Equal-Weight Maintained | 11 Apr 2025 |
Jefferies Andrew Andersen | 16%downside $265 | Hold Maintained | 11 Apr 2025 |
Financial journalist opinion
Based on 6 articles about AJG published over the past 30 days
Positive
Zacks Investment Research
5 days ago
AJG Outperforms Industry, Trades at Premium: How to Play the Stock
Arthur J. Gallagher stock gains on the back of strategic acquisitions, solid retention and improving renewal premiums, as well as financial flexibility.
Positive
Benzinga
5 days ago
Top 3 Financial Stocks That Could Lead To Your Biggest Gains This Month
The most oversold stocks in the financial sector presents an opportunity to buy into undervalued companies.
Neutral
PRNewsWire
1 week ago
Arthur J. Gallagher & Co. Acquires Wilkins & Associates Insurance Services, Inc.
ROLLING MEADOWS, Ill. , June 4, 2025 /PRNewswire/ -- Arthur J.
Neutral
PRNewsWire
1 week ago
New Zealand Rugby and Gallagher Insurance announce multi-year global partnership
Gallagher named Official Insurance Broker for the All Blacks, Black Ferns, and more AUCKLAND, New Zealand , June 3, 2025 /PRNewswire/ -- New Zealand Rugby (NZR) and Gallagher Insurance, a global insurance brokerage, risk management and consulting services company, today announce a landmark partnership at a special launch event held at the All Blacks Experience in Auckland. The partnership brings together two globally recognised brands united by shared values of integrity, excellence, and community impact.
Neutral
PRNewsWire
1 week ago
US Business Owners are Taking Extra Precautions to Safeguard Their Businesses, According to Gallagher Study
ROLLING MEADOWS, Ill. , June 3, 2025 /PRNewswire/ -- Gallagher, a global insurance brokerage, risk management and consulting services company, recently conducted a survey of 1,000 U.S. business owners, revealing that many are very worried that external forces will affect their businesses over the next 12 months, including supply chain disruptions (69%), severe weather (69%), and cyber-attacks (72%).
Neutral
PRNewsWire
3 weeks ago
Arthur J. Gallagher & Co. To Speak at S&P Global Ratings' 2025 Annual Insurance Conference and Host Regularly Scheduled Quarterly Investor Meeting
ROLLING MEADOWS, Ill. , May 22, 2025 /PRNewswire/ -- Arthur J.
Neutral
PRNewsWire
1 month ago
Arthur J. Gallagher & Co. Acquires Dean R. Casey & Associates
ROLLING MEADOWS, Ill. , May 6, 2025 /PRNewswire/ -- Arthur J.
Positive
Seeking Alpha
1 month ago
Arthur J. Gallagher: Strong Business Execution
Arthur J. Gallagher continues to show strong earnings growth, driven by strategic acquisitions, despite high interest rates and a contracting US GDP. AJG's unique market position as an intermediary for middle-market companies, combined with local team autonomy, ensures a strong corporate culture and consistent revenue growth. While AJG's valuation is high with a forward P/E ratio of 29x, its long-term growth prospects and solid profit margins justify a Buy recommendation.
Positive
Zacks Investment Research
1 month ago
Arthur J. Gallagher Q1 Earnings Surpass Estimates on Higher Revenues
AJG's Q1 results reflect higher commissions, fees, and improved adjusted EBITDAC across both segments, partially offset by higher expenses.
Neutral
Seeking Alpha
1 month ago
Arthur J. Gallagher & Co. (AJG) Q1 2025 Earnings Call Transcript
Arthur J. Gallagher & Co. (NYSE:AJG ) Q1 2025 Earnings Conference Call May 1, 2025 5:30 PM ET Company Participants J. Patrick Gallagher, Jr. – Chief Executive Officer Doug Howell – Chief Financial Officer Conference Call Participants Elyse Greenspan – Wells Fargo Greg Peters – Raymond James Mike Zaremski – BMO Capital Markets Mark Hughes – Truist Securities David Motemaden – Evercore ISI Katie Sakys – Autonomous Research Andrew Andersen – Jefferies Meyer Shields – KBW Cave Montazeri – Deutsche Bank Operator Good afternoon, and welcome to Arthur J.
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