Arthur J. Gallagher & Co. · NYSE (us_market)
Financial Services · Insurance Brokers · United States
Arthur J. Gallagher & Co., together with its subsidiaries, provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services to entities and individuals worldwide. The company operates in Brokerage and Risk Management segments. Its Brokerage segment offers retail and wholesale insurance and reinsurance brokerage services; assists retail brokers and other non-affiliated brokers in the placement of specialized and hard-to-place insurance; and acts as a brokerage wholesaler, managing general agent, and managing general underwriter for distributing specialized insurance coverages to underwriting enterprises. This segment performs activities, including marketing, underwriting, issuing policies, collecting premiums, appointing and supervising other agents, paying claims, and negotiating reinsurance; and offers services in the areas of insurance and reinsurance placement, risk of loss management, and management of employer sponsored benefit programs. The Risk Management segment provides contract claim settlement and administration services; and claims management, loss control consulting, and insurance property appraisal services. The company offers its services through a network of correspondent brokers and consultants. It serves commercial, industrial, public, religious, and nonprofit entities, as well as underwriting enterprises. The company was founded in 1927 and is headquartered in Rolling Meadows, Illinois.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2022-04-21$184.15 RISE2022-06-16$149.05 PEAK2022-08-18$191.52 119d | -19.1% 56d | Missed | Missed | — | — | +28.5% 63d | Missed |
DROP2020-02-14$109.16 RISE2020-04-23$74.82 PEAK2020-07-20$104.13 157d | -31.5% 69d | 2020-03-20 $71.58 | 2020-05-07 $85.38 | 64Deep Value | 44Watch | +39.2% 88d | +19.3% Held 48d |
DROP2020-02-14$109.16 RISE2020-03-23$68.24 PEAK2020-06-08$101.90 115d | -37.5% 38d | 2020-03-20 $71.58 | 2020-05-07 $85.38 | 64Deep Value | 44Watch | +49.3% 77d | +19.3% Duplicate trade Held 48d |
AIZ rides on acquisitions to expand device lifecycle, automotive and connected living capabilities, strengthening growth and market reach.
Arthur J. Gallagher expands environmental insurance capabilities with Twin Elms acquisition, strengthening its specialty brokerage platform.
Arthur J. Gallagher has underperformed the broader market over the past year, yet analysts remain moderately optimistic about the stock’s prospects.
Insurance brokerage stocks AJG, AON, BRO and WTW may gain from rising insurance demand, M&A activity and tech-driven efficiencies.
Insurance brokerage stocks AJG, AON, BRO and WTW may gain from rising insurance demand, M&A activity and tech-driven efficiencies.
Zacks Insurance Brokerage players like AJG, AON, BRO and WTW are likely to benefit from increased demand for insurance products, strategic acquisitions and the adoption of technology.
Zacks Insurance Brokerage players like AJG, AON, BRO and WTW are likely to benefit from increased demand for insurance products, strategic acquisitions and the adoption of technology.
Morgan Stanley analyst Bob Huang maintains Arthur J. Gallagher (NYSE:AJG) with a Overweight and lowers the price target from $265 to $240.
Arthur J. Gallagher & Co. today announced that its U.S. wholesale brokerage, binding authority and programs division, Risk Placement Services, Inc. (RPS), has acquired King of Prussia, Pennsylvania-based McKee Risk Management, Inc. Terms of the transaction were not disclosed.
Arthur J. Gallagher & Co. (NYSE:AJG) is included among the 10 Best Long Term Low Risk Stocks to Buy According to Hedge Funds. On May 7, Citigroup upgraded Arthur J. Gallagher & Co. (NYSE:AJG) to Buy from Neutral and set a $250 price target, down from $280. The firm raised ratings on four insurance broker […]
Arthur J. Gallagher & Co. (NYSE:AJG) is included among the 10 Best Long Term Low Risk Stocks to Buy According to Hedge Funds. On May 7, Citigroup upgraded Arthur J. Gallagher & Co. (NYSE:AJG) to Buy from Neutral and set a $250 price target, down from $280. The firm raised ratings on four insurance broker […]
Cash-generating companies often have the flexibility to invest, return capital to shareholders, or navigate downturns. The best of these businesses not only accumulate cash but deploy it strategically for growth.
Cash-generating companies often have the flexibility to invest, return capital to shareholders, or navigate downturns. The best of these businesses not only accumulate cash but deploy it strategically for growth.
Earlier this month, Arthur J. Gallagher introduced new AI-enabled benefits capabilities within its Benefits & HR Consulting advisory model, offering personalized, conversational guidance for employees and deeper analytics on benefits utilization, cost drivers and plan performance for employers. By embedding these AI tools into its Gallagher Drive ecosystem and building them on the Avante platform, the company is expanding its advisory toolkit with data-rich, scalable HR support that can help...
Earlier this month, Arthur J. Gallagher introduced new AI-enabled benefits capabilities within its Benefits & HR Consulting advisory model, offering personalized, conversational guidance for employees and deeper analytics on benefits utilization, cost drivers and plan performance for employers. By embedding these AI tools into its Gallagher Drive ecosystem and building them on the Avante platform, the company is expanding its advisory toolkit with data-rich, scalable HR support that can help...
Exploring the Strategic Portfolio Adjustments by Brandes Investment Partners, LP (Trades, Portfolio)
Exploring the Strategic Portfolio Adjustments by Brandes Investment Partners, LP (Trades, Portfolio)
We recently compiled a list of the 8 Most Oversold Large Cap Stocks to Buy. Arthur J. Gallagher & Co. (NYSE:AJG) is one of the most oversold stocks. TheFly reported on May 7 that AJG saw its valuation outlook adjusted as Morgan Stanley reduced the price target to $265 from $275 while maintaining an Overweight rating […]
We recently compiled a list of the 8 Most Oversold Large Cap Stocks to Buy. Arthur J. Gallagher & Co. (NYSE:AJG) is one of the most oversold stocks. TheFly reported on May 7 that AJG saw its valuation outlook adjusted as Morgan Stanley reduced the price target to $265 from $275 while maintaining an Overweight rating […]
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| AJG | -3.36% | -12.28% | -22.29% | -42.12% |
| XLF | -0.65% | +0.55% | -5.82% | +1.22% |
| Alpha (stock − sector) | -2.71% | -12.83% | -16.46% | -43.33% |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-28 | GALLAGHER J PATRICK JR | CEO | G Gift | 14,698 | — | +$0 |
| 2026-05-28 | Gallagher Patrick Murphy | Chief Operating Officer | G Gift | 14,698 | — | +$0 |
| 2026-05-13 | ROSENTHAL NORMAN L | Director | A Grant / award | 1,110 | — | +$0 |
| 2026-05-13 | NICOLETTI RALPH J | Director | A Grant / award | 1,110 | — | +$0 |
| 2026-05-13 | Miskel Christopher C. | Director | A Grant / award | 1,110 | — | +$0 |
| 2026-05-13 | JOHNSON DAVID S | Director | A Grant / award | 1,110 | — | +$0 |
| 2026-05-13 | Harries Richard de Winton Wilkin | Director | A Grant / award | 1,110 | — | +$0 |
| 2026-05-13 | Coldman David John | Director | A Grant / award | 1,110 | — | +$0 |
| 2026-05-13 | Clarke Teresa Hillary | Director | A Grant / award | 1,110 | — | +$0 |
| 2026-05-13 | Caplan Deborah H | Director | A Grant / award | 1,110 | — | +$0 |
| 2026-04-02 | Ziebell William F | VICE PRESIDENT | M Option exercise(deriv) | 51 | — | +$0 |
| 2026-04-02 | Ziebell William F | VICE PRESIDENT | F Tax withholding | 51 | $215.95 | −$11.0K |
| 2026-04-02 | Ziebell William F | VICE PRESIDENT | M Option exercise | 51 | $215.95 | +$11.0K |
| 2026-04-02 | Jain Vishal | VICE PRESIDENT | M Option exercise(deriv) | 51 | — | +$0 |
| 2026-04-02 | Jain Vishal | VICE PRESIDENT | F Tax withholding | 51 | $215.95 | −$11.0K |
| 2026-04-02 | Jain Vishal | VICE PRESIDENT | M Option exercise | 51 | $215.95 | +$11.0K |
| 2026-04-02 | Hudson Scott R | Vice President | M Option exercise(deriv) | 64 | — | +$0 |
| 2026-04-02 | Hudson Scott R | Vice President | F Tax withholding | 64 | $215.95 | −$13.7K |
| 2026-04-02 | Hudson Scott R | Vice President | M Option exercise | 64 | $215.95 | +$13.7K |
| 2026-04-02 | HOWELL DOUGLAS K | VP & Chief Financial Officer | M Option exercise(deriv) | 76 | — | +$0 |
| 2026-04-02 | HOWELL DOUGLAS K | VP & Chief Financial Officer | F Tax withholding | 76 | $215.95 | −$16.5K |
| 2026-04-02 | HOWELL DOUGLAS K | VP & Chief Financial Officer | M Option exercise | 76 | $215.95 | +$16.5K |
| 2026-04-02 | GALLAGHER THOMAS JOSEPH | President | M Option exercise(deriv) | 76 | — | +$0 |
| 2026-04-02 | GALLAGHER THOMAS JOSEPH | President | F Tax withholding | 76 | $215.95 | −$16.5K |
| 2026-04-02 | GALLAGHER THOMAS JOSEPH | President | M Option exercise | 76 | $215.95 | +$16.5K |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-07-30upcoming | 2.86 | — | — |
| 2026-04-30 | 4.43 | 4.47 | +0.98% |
| 2026-01-29 | 2.35 | 2.38 | +1.40% |
| 2025-10-30 | 2.54 | 2.32 | -8.54% |
| 2025-07-31 | 2.36 | 2.33 | -1.21% |
| 2025-05-01 | 3.58 | 3.67 | +2.52% |
| 2025-01-30 | 2.03 | 2.13 | +4.98% |
| 2024-10-24 | 2.27 | 2.26 | -0.58% |
| 2024-07-25 | 1.58 | 1.27 | -19.85% |
| 2024-04-25 | 3.41 | 3.49 | +2.46% |
| 2024-01-25 | 1.85 | 1.85 | -0.06% |
| 2023-10-26 | 1.95 | 2.00 | +2.62% |
| 2023-07-27 | 1.86 | 1.90 | +2.19% |
| 2023-04-27 | 2.99 | 3.03 | +1.22% |
| 2023-01-26 | 1.50 | 1.54 | +2.98% |
| 2022-10-27 | 1.66 | 1.72 | +3.38% |