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 52,000 employees and generates 36% of its revenue internationally, primarily in Australia, Canada, New Zealand, and the UK
Employees: 52,000
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
98% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 60
33% more call options, than puts
Call options by funds: $159M | Put options by funds: $120M
4% more funds holding
Funds holding: 1,132 [Q2] → 1,177 (+45) [Q3]
1% more capital invested
Capital invested by funds: $52.2B [Q2] → $52.6B (+$407M) [Q3]
5% less repeat investments, than reductions
Existing positions increased: 422 | Existing positions reduced: 445
6.72% less ownership
Funds ownership: 92.16% [Q2] → 85.44% (-6.72%) [Q3]
18% less funds holding in top 10
Funds holding in top 10: 40 [Q2] → 33 (-7) [Q3]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Keefe, Bruyette & Woods Meyer Shields 66% 1-year accuracy 70 / 106 met price target | 3%downside $286 | Market Perform Upgraded | 10 Jan 2025 |
Piper Sandler Paul Newsome 83% 1-year accuracy 39 / 47 met price target | 7%upside $315 | Overweight Upgraded | 8 Jan 2025 |
Wells Fargo Elyse Greenspan 70% 1-year accuracy 74 / 105 met price target | 17%upside $344 | Overweight Maintained | 10 Dec 2024 |
Goldman Sachs Robert Cox 0% 1-year accuracy 0 / 2 met price target | 7%upside $313 | Neutral Downgraded | 25 Nov 2024 |
Barclays Alex Scott 56% 1-year accuracy 38 / 68 met price target | 5%upside $308 | Equal-Weight Maintained | 21 Nov 2024 |
Financial journalist opinion
Based on 10 articles about AJG published over the past 30 days
